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

Overview of Alteryx and the Designer Environment

• Introduction to the Alteryx Designer interface and workflow canvas
• Setting up workflows, tool palettes, and workflow properties
• Best practices for saving, documenting, and sharing workflows

Core Data Preparation Tools

• Input and Output Data tools: connecting to CSV, Excel, and databases
• Using Select, Filter, Sort, and Browse for efficient data inspection and cleaning
• Practical exercises: refining a sample dataset

Foundational Data Transformation

• The Formula tool for creating calculated fields and conditional logic
• Data cleaning techniques: managing nulls, trimming whitespace, and standardizing values
• Text to Columns and parsing delimited fields

Basic Data Integration

• Utilizing Join and Union tools to merge datasets
• Employing Summarize for data aggregation and roll-ups
• Hands-on: developing a complete end-to-end ETL workflow

Intermediate Data Blending and Parsing

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

Foundational Analytics and Reporting

• Using Find Replace, Cross Tab, and Transpose to reshape data
• Generating simple reports and exporting results
• Case study: producing a summarized operational report

Introduction to Macros and Code Reusability

• Types of macros: Standard Macros and their appropriate applications
• Development, testing, and packaging of reusable macros
• Implementing macros within workflows to simplify complex processes

Best Practices for Workflow Automation

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

Summary and Future Directions