This course covers Alteryx Designer for new and intermediate Alteryx users. It introduces the User Interface and works through core Alteryx capability, introducing many tools with which you use to fix and analyse your data and prepare it for visualisation. It uses both Follow Me and Tutorials to give the student as much experience as possible.

The student is provided with data sources and hands-on exercises to cover the course content. The material provides tips throughout as well as challenges to allow the students to put into practice the concepts taught in each module.


  • Data Analysts who wish to explore their data and answer their business questions.
  • IT staff who want to validate data quickly and collaboratively with business.
  • Participants may have experience with Excel or a traditional BI tool but little experience in connecting to data stored in different ways or in Data Discovery tools.


Tell Me, I’ll Forget; Show Me, I’ll Remember;  Let Me Do It, I’ll Understand

Business Needs:

  • Do you need to join data from different sources?
  • Do you need to clean and restructure data to get it into the right format?
  • Do you want to create a report which includes text, graphs and maps?
  • Do you want to perform spatial analysis and see your metrics of interest on a map?
  • Do you need to use Regular Expressions to parse data?
  • Do all of your users have Alteryx Designer? If not you can create and publish Analytic Applications which your licensed users can run in a web browser.

Course Content:

Alteryx Designer UI

  • IU
  • User Settings
  • Tool Palettes
  • Configuration Window
  • Workflow Canvas
  • Follow Me


Use and understand the tools in Favorites palette:

  • Browse
  • Input Data
  • Output Data
  • Text Input
  • Data Cleansing
  • Filter
  • Formula
  • Sample
  • Select
  • Sort
  • Join
  • Union
  • Text to Columns
  • Summarize
  • Comment

Follow Me using the Favorites palette

Blend and Join data

We use different tools and techniques to:

  • Blend different file types
  • Wildcard Blend
  • Not Wildcard Blend
  • Joining database and file data
  • Cache data

Blend and Join Data Challenges

Data Parsing

We find different ways of parsing:

  • Typical Report Data Parsing
  • Dynamic Data Parsing
  • Parsing data in a single field
  • More Dynamic Parsing

Data Parsing Challenges


Create a report including header, date, image, chart, map, text table and footer all on the same page using:

  • Charting
  • Report Map
  • Report Text
  • Table
  • Layout
  • Report Header
  • Report Footer
  • Render

Perform spatial analysis

Specify a trade area, match customers within the trade area to the nearest store and draw a map showing the store trade area and the customers using:

  • Create Points
  • Trade Area
  • Spatial Match
  • Distance
  • Find Nearest
  • Spatial Info

Show the density of your client base:

  • Heat Map

Spatial Analysis Challenges

Parsing data with regular expressions

Use REGEX_Match embedded into the Filter tool to find matching patterns, use REGEX_Replace embedded into the Formula tool to create a new field, use the Multi-Row Formula tool to replicate data and use the Parse method of the RegEx tool to parse your data into a usable format.

  • RegEx
  • Poly-Build

RegEx Challenge

Share workflows with Analytic Apps

Create an Alteryx analytic application so that end-users without Alteryx Designer can run a workflow published to the Alteryx Public Gallery. When running the app users will be able to supply input values at run time to modify the result using:

  • List Box
  • Action
  • Numeric Up Down

Analytic Application Challenges


17 - 18 Sep 2018


9:00 am - 5:00 pm






Level 14, 9 Hunter Street, Sydney