Alteryx: Basic & Intermediate - Practical Data Preparation and Automation Training Course

Introduction to Alteryx and the Designer Environment

• An overview of the Alteryx Designer interface and workflow canvas
• Setting up workflows, tool palettes, and configuring workflow properties
• Best practices for saving, documenting, and distributing workflows

Core Data Preparation Tools

• Input Data and Output Data tools: establishing connections to CSV, Excel, and databases
• Select, Filter, Sort, and Browse tools for rapid data inspection and refinement
• Practical exercises: cleansing a representative dataset

Foundational Data Transformation

• Using the Formula tool for calculated fields and conditional logic
• Data Cleansing: managing nulls, trimming whitespace, and standardizing values
• Text to Columns tool and parsing delimited fields

Essential Data Combination

• Join and Union tools for merging datasets
• Summarize tool for aggregation and roll-ups
• Hands-on session: constructing an end-to-end ETL workflow

Intermediate Data Blending and Parsing

• Effective blending of multiple data sources and file formats
• Parsing semi-structured data: fundamentals of XML and JSON
• Strategies for validating and normalizing blended data

Basic Analytical Tools and Reporting

• Find Replace, Cross Tab, and Transpose tools for data reshaping
• Generating simple reports and exporting results
• Case study: creating a summarized operational report

Introduction to Macros and Reusability

• Macro types: Standard Macros and their appropriate applications
• Creating, testing, and packaging a reusable macro
• Integrating macros into workflows to streamline processes

Workflow Automation Best Practices

• Structuring workflows using containers and annotations
• Considerations for error handling, logging, and scheduling
• Practical exercise: automating a recurring data preparation task

Summary and Next Steps