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Getting started with Alteryx

Cleanse, prepare, fix, explore data and the endless opportunities of self-service analytics, without any coding

Renato Baruti

Alteryx is a leading data blending and advanced data analytics platform that has taken self-service data analytics to the next level. Companies worldwide find themselves struggling to prepare and blend massive datasets that are time-consuming for analysts working with legacy platforms. Alteryx uniquely solves these problems with a repeatable workflow designed to quickly cleanse, prep, blend, and join your data all in a seamless process.

This training aims to get you hands-on with Alteryx. You will explore the tool palettes, learn workflow configuration and optimization. Moving further you will learn data preparation, blending, and apply data cleansing techniques. You will then learn to write fast and show accurate expressions by applying a variety of formulas.

As we move ahead, you will learn to transform data structures using the transpose tool and apply aggregations using the summarize tools. You will then learn data parsing techniques to easily parse complex data streams with the help of using text to columns and string to dates, following with creating a visual report.

In all, we’ll be on a self-service data analytics journey that will help you prepare with creating efficient workflows. This will open the door to delivering deeper business insights, allowing your organization to make well-informed decisions. You’ll learn all the fundamentals, such as data preparation and blending before diving into advanced concepts, such as regular expressions and developing visual reports.

What you'll learn-and how you can apply it

  • Understand the framework of workflow configurations
  • Learn the various tool palettes and favorite tools
  • Workflow optimization to influence speed processing
  • Connect to various file types and filter data
  • Understand data preparation and data cleansing
  • Create Joins from multiple files
  • Compute formulas using the three tools: Formula, Multi-Field Formula, Multi-Row Formula
  • Build reliable data structures from short and wide datasets to tall and skinny datasets
  • Learn to Parse data using Text to Columns
  • Convert data types from strings to dates and dates to strings
  • Build Regular Expressions
  • Develop visual analytics and format reports for presentation

This training course is for you because...

You are a Data Scientist or a Data Analyst who wants to explore Alteryx more or you are just getting started with Alteryx and wish to expand your skill set. We will walk you through the powerful potential of Alteryx and will guide you to confidently solve real-life problems.

Prerequisites

  • Awareness of data science principles will be helpful. No coding experience is required as Alteryx requires no coding at all.

Resources

  • Learning Alteryx

Materials, downloads, or Supplemental Content needed in advance

About your instructor

  • Renato Baruti is an Alteryx Certified Professional and the Tampa Bay Alteryx User Group leader, strengthening the self-service analytics community by bringing professionals closer together to share the endless data-driven insights that Alteryx has to offer.

    Professionally, he is a senior systems analyst with over 6 years of experience in healthcare analytics and over 12 years of healthcare experience.

    After graduating with an economics degree from the University of South Florida, Renato continued with that interest as a certified Six Sigma Black Belt. His experience has ranged across data structure and design using SQL, building intuitive Alteryx workflows to answer complex business problems, and finishing with expressive data visualizations by developing Interactive Tableau dashboards to revolutionize not just how individuals work, but how the entire organization works.

    Renato believes in learning by understanding and loves teaching everything he learns! He has a passion for using Alteryx that grows exponentially day after day, identifying relationships in data and solving problems in minutes.

Schedule

The timeframes are only estimates and may vary according to how the class is progressing

DAY 1

Section 1: Getting Started with Alteryx – 40 minutes (Instructor Lecture + Q&A)

  • Introduction to Alteryx Designer
  • An overview of the workflow configurations
  • Exploring the tool palettes
  • The ‘Favorites’ tools

LAB 1: A Workflow Configurations and select ‘Favorites” tools (15 min)

10 min break

Section 2: Workflow Optimization – 40 Minutes (Instructor Lecture + Q&A)

  • Resource Optimization and Speed Processing
  • Performance Profiling
  • Connecting to data
  • Alteryx File Types

Lab 2: Connect to three file types (15 min)

10 min break

Section 3: Data Preparation & Blending – 40 Minutes (Instructor Lecture + Q&A)

  • Data Preparation
  • Data Cleansing
  • Filtering
  • Join and blend

Lab 3: Apply data cleansing techniques and join two files together (15 min)

10 min break

Section 4: Writing Fast and Accurate Expressions – 40 Minutes (Instructor Lecture + Q&A)

  • Formula
  • Multi-Field Formula
  • Multi-Row Formula

Lab 4: Apply a variety of formulas using the formula, multi-field formula, and multi-row formula tools (15 min)

10 min break

DAY 2

Section 5: Transforming Data – 40 Minutes (Instructor Lecture + Q&A)

  • Transposing data
  • Summarizing data
  • Running Total

Lab 5: transform data structures using the transpose tool and apply aggregations using the summarize tool tools (15 min)

10 min break

Section 6: Data Parsing Techniques to Easily Parse Complex Data Streams – 40 Minutes (Instructor Lecture + Q&A)

  • Text to Columns
  • Converting String to Dates and Dates to Strings
  • Regular Expressions

Lab 6: Parse data using text to columns and change data types from string to dates and from dates to a string (15 min)

10 min break

Section 7: Creating Data-Driven Custom Reports – 40 Minutes (Instructor Lecture + Q&A)

  • Table
  • Charting
  • Report Text, Report Header, Report Footer

Lab 7: Create a visual report (15 min)