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

Getting Started with Alteryx and the Designer Interface

• Overview of the Alteryx Designer layout and workflow canvas
• Setting up workflows, tool palettes, and workflow attributes
• Best practices for saving, documenting, and sharing workflows

Core Data Preparation Tools

• Input Data and Output Data tools: connecting to CSV, Excel, and databases
• Select, Filter, Sort, and Browse for quick data inspection and pruning
• Practical exercises: cleansing a sample dataset

Fundamentals of Data Transformation

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

Basic Data Integration

• Join and Union for combining datasets
• Summarize for aggregation and roll-ups
• Hands-on: building an end-to-end ETL workflow

Advanced Data Blending and Parsing (Intermediate)

• Blending multiple data sources and file formats effectively
• Parsing semi-structured data: XML and JSON basics
• Techniques for validating and normalizing blended data

Basic Analytical Tools and Reporting

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

Introduction to Macros and Reusability

• Types of macros: Standard Macros and when to use them
• Creating, testing, and packaging a reusable macro
• Deploying macros within workflows to simplify processes

Workflow Automation Best Practices

• Organizing workflows with containers and annotations
• Error handling, logging, and scheduling considerations
• Practical exercise: automating a recurring data preparation task

Summary and Next Steps