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

Introduction to Alteryx and the Designer Environment

• Overview of the Alteryx Designer interface and workflow canvas
• Setting up 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 tools for rapid data inspection and refinement
• Practical exercises: cleansing a sample dataset

Foundational Data Transformation

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

Simple Data Combination

• Join and Union tools for merging datasets
• Summarize tool for aggregation and roll-ups
• Hands-on: 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: fundamentals of XML and JSON
• Techniques for validating and normalising blended data

Basic Analytical Tools and Reporting

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

Introduction to Macros and Reusability

• Types of macros: Standard Macros and use cases
• Creating, testing, and packaging a reusable macro
• Implementing macros within workflows to simplify processes

Workflow Automation Best Practices

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

Summary and Next Steps