Alteryx for Beginners

This course will help you perform data cleansing and analysis efficiently using Alteryx. Starting with an introduction to Alteryx, it covers installation, user interface, and data import/export from Excel and CSV files. You'll explore data cleansing and filtering using the Preparation tab, and understand the role of the Join tab. The course also covers working with the Parse and Transform tabs and utilizing the Reporting tab. Additionally, you'll learn about the Documentation tab's tools and review case studies to solidify your learning. By the end, you'll be proficient in using Alteryx for real-world data tasks. Key skills include data retrieval, appending, merging with joins, data cleaning for BI tools, data visualization, and using the RegEx tool. The course is ideal for data professionals seeking a powerful tool for quick and easy data cleaning and analysis. Basic knowledge of Excel VLOOKUP, functions, formulas, and joins is recommended.

• Introduction to the Course
• In this module, we will lay the groundwork for your journey into Alteryx. You'll start with a broad overview of what Alteryx is and its primary uses, followed by a step-by-step guide to downloading and installing the software. Finally, we will explore the user interface to familiarize you with the layout and basic functions.
• Import and Export
• In this module, we will delve into the essentials of importing and exporting data in Alteryx. You will learn how to handle different file formats such as Excel, CSV, and text files, and discover efficient methods for combining multiple files. Additionally, we'll cover exporting your data and workflows, ensuring you can seamlessly integrate Alteryx into your data management processes.
• Basic Data Preparation Tools
• In this module, we will introduce you to the fundamental tools necessary for basic data preparation in Alteryx. You'll learn how to sort data, remove duplicates, and select important data fields. We will also cover tools that help in automatically adjusting field types and adding unique identifiers to your data records.
• Other Data Preparation Tools and Advanced Cleaning Tools
• In this module, we will explore advanced data preparation and cleaning tools in Alteryx. You'll learn to use various tools for data cleansing, including imputation and generating rows. Additionally, we'll cover different sampling methods to create representative data subsets and ensure your data is clean and well-organized.
• Filters and Functions
• In this module, we will focus on the use of filters and functions in Alteryx to manipulate and refine data. You'll gain expertise in filtering data, applying text and date functions, and using conditional and numerical functions. We'll also cover advanced techniques such as multi-field binning and multi-row formulas to enhance your data analysis capabilities.
• Alteryx Joins
• In this module, we will examine the various join techniques available in Alteryx. You'll learn to combine data from different sources using union and join tools. We will also cover advanced join methods, such as those that mimic VLOOKUP, and techniques for appending fields and fuzzy matching to ensure comprehensive data consolidation.
• Alteryx Parse
• In this module, we will explore parsing tools in Alteryx. You'll learn to split text into columns, use regular expressions for complex data extraction, and handle date and time data accurately. These skills will help you prepare and transform raw data for analysis more effectively.
• Alteryx Transform Tab
• In this module, we will cover transformation tools in Alteryx that allow you to manipulate and summarize your data. You'll learn to count records, create summaries, calculate running totals, and use transpose and cross-tab tools to reshape your data for better analysis.
• Alteryx Reporting Tab
• In this module, we will focus on the reporting capabilities in Alteryx. You'll learn to create and format tables, pie charts, bar charts, and other visual elements. We will also cover layout tools and rendering techniques to produce professional reports suitable for presentation.
• Alteryx Documentation Tab
• In this module, we will explore the documentation features in Alteryx. You'll learn to use tool containers, comment boxes, and explorer boxes to document your workflows thoroughly, ensuring clarity and organization in your data processes.
• Alteryx Spatial
• In this module, we will introduce spatial analytics in Alteryx. You'll learn to create spatial objects, build polygons, and calculate distances. We will also cover tools for defining trade areas and finding the nearest locations, enhancing your ability to analyze geographic data.
• Alteryx Help
• In this module, we will guide you through the various help resources available in Alteryx. You'll learn how to utilize the help search, access free webinars, participate in weekly challenges, and prepare for Alteryx certification to further your learning and validate your skills.
• Alteryx Case Studies
• In this module, we will present real-world case studies that demonstrate the practical application of Alteryx skills. You'll work through scenarios involving complex data operations, such as combining multiple files and splitting data into different formats. These case studies will help reinforce your learning and provide hands-on experience in using Alteryx for data analysis.