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

Introduction to Alteryx and the Designer Interface

• An overview of the Alteryx Designer interface and workflow canvas
• Configuring 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 database sources
• Select, Filter, Sort, and Browse tools for rapid data inspection and refinement
• Practical exercises: cleansing a sample dataset

Fundamental Data Transformation

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

Basic Data Combination Techniques

• Utilizing Join and Union tools to merge datasets
• Using Summarize for aggregation and roll-up operations
• Hands-on project: constructing an end-to-end ETL workflow

Intermediate Data Blending and Parsing

• Effectively blending multiple data sources and file formats
• Parsing semi-structured data: fundamentals of XML and JSON
• Methods for validating and normalizing blended data

Entry-Level Analytical Tools and Reporting

• Using Find Replace, Cross Tab, and Transpose to reshape data
• Generating simple reports and exporting results
• Case study: producing a summarized operational report

Introduction to Macros and Reusability

• Exploring Standard Macros and determining their appropriate use cases
• Creating, testing, and packaging reusable macros
• Integrating macros into workflows to simplify complex 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 task

Conclusion and Future Learning Paths