Course Outline
Introduction to Alteryx and the Designer Environment
- Overview of the Alteryx Designer interface and workflow canvas.
- Configuring workflows, tool palettes, and workflow properties.
- Best practices for saving, documenting, and sharing workflows.
Essential Data Preparation Tools
- Input Data and Output Data tools: connecting to CSV, Excel, and databases.
- Select, Filter, Sort, and Browse tools for quick data inspection and pruning.
- Practical exercises: cleansing a sample dataset.
Basic Data Transformation
- Using the Formula tool for calculated fields and conditional logic.
- Data Cleansing: handling nulls, trimming whitespace, and standardizing values.
- Text to Columns and parsing delimited fields.
Simple Data Combination
- Join and Union tools for combining datasets.
- Summarize tool for aggregation and roll-ups.
- Hands-on exercise: building an end-to-end ETL workflow.
Advanced Data Blending and Parsing (Intermediate)
- Effectively blending multiple data sources and file formats.
- Parsing semi-structured data: basics of XML and JSON.
- Techniques for validating and normalizing blended data.
Basic Analytical Tools and Reporting
- Find Replace, Cross Tab, and Transpose tools 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 their appropriate use cases.
- Creating, testing, and packaging a reusable macro.
- Deploying macros within workflows to simplify 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
Requirements
- Understanding of fundamental data concepts and spreadsheets.
- Familiarity with CSV and Excel file formats.
- Basic analytical thinking and problem-solving capabilities.
Target Audience
- Data analysts and business analysts.
- ETL practitioners and operations personnel.
- Staff members responsible for automating routine data tasks.
Testimonials (3)
Abhi has excellent knowledge of Alteryx and he explained things very clearly. He understood our goals and created bespoke demo datasets that were relevant to our organisation, which was very impressive. The training was well-structured and delivered at a good pace, with time for questions.
Samuel Taylor - Manchester Metropolitan University
Course - Alteryx for Data Analysis
Used good examples, good pace of the training and covered most things
David - McGraw Hill
Course - Data Preparation with Alteryx
Clear explanations with good examples so i could relate to my own line of work.
