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

Introduction to Alteryx and the Designer Interface

• Overview of the Alteryx Designer interface and workflow canvas
• Configuration of workflows, tool palettes, and workflow properties
• Best practices for saving, documenting, and sharing workflows

Core Data Preparation Tools

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

Foundational Data Transformation

• Utilizing the Formula tool for calculated fields and conditional logic
• Data cleansing: managing null values, trimming spaces, and standardizing entries
• Text to Columns and parsing delimited fields

Basic Data Integration

• Join and Union operations for merging datasets
• Summarize tool for aggregation and roll-ups
• Hands-on activity: constructing a complete 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
• Methods for validating and normalizing blended data

Essential Analytical Tools and Reporting

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

Foundations of Macros and Reusability

• Understanding macro types, specifically Standard Macros, and their appropriate use cases
• Creating, testing, and packaging reusable macros
• Integrating macros into workflows to streamline processes

Workflow Automation Best Practices

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

Summary and Future Steps