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
• Select, Filter, Sort, and Browse functions for rapid data inspection and refinement
• Practical exercises: cleaning a sample dataset

Fundamental Data Transformation

• Formula tool for creating calculated fields and applying conditional logic
• Data Cleansing: managing null values, trimming, and standardizing entries
• Text to Columns for parsing delimited fields

Basic Data Integration

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

Advanced Data Blending and Parsing (Intermediate)

• Effective blending of multiple data sources and file formats
• Basics of parsing semi-structured data: XML and JSON
• Methods 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: producing a summarized operational report

Introduction to Macros and Reusability

• Types of macros: 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 Next Steps