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

Overview of Alteryx and the Designer Interface

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

Core Data Preparation Tools

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

Foundational Data Transformation

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

Basic Data Integration

• 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 integration of multiple data sources and file formats
• Basics of parsing semi-structured data: XML and JSON
• Methods for validating and normalizing integrated data

Basic Analytical Tools and Reporting

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

Introduction to Macros and Reusability

• Standard Macros: definition and applicable scenarios
• Creating, testing, and packaging a reusable macro
• Integrating macros into workflows to streamline 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 routine

Summary and Future Directions