Alteryx Designer

This course covers Alteryx Designer 2018 for new and intermediate Alteryx users.

ABOUT THIS COURSE

The course introduces the User Interface and works through core Alteryx capability, introducing many tools, which you use to fix and analyse your data and prepare it for visualisation. The trainer uses both ‘Follow Me’ exercises and Tutorials to give you as much hands-on experience as possible. You will be provided with data sources and hands-on exercises to cover the course content.

The material provides tips throughout as well as challenges to allow you to put into practice the concepts taught in each module

Audience

Anyone who currently works with or analyses data, including business analysts, data analysts and developers.

  • 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.

Duration: 2 days

Versions: 2018.x and 11.x

Prerequisites: None

COURSE CONTENT

Lesson

Learn all about the Alteryx Designer user interface, including Menu and Icon options, Tool palettes, Configuration window and Workflow canvas.

Lab

Follow Me to update the User settings and to understand the tool Examples and how to explore information about a specific tool.

Outcome

You will understand the user interface, including the different options and windows. You will also learn the preferred user settings and how to find out more information for each individual tool.

Lesson

We will use the default Favourites tools to better understand their functionality and learn how to add and remove tools from the Favourites palette. This includes Browse, Input Data, Output Data, Text Input, Data Cleansing, Filter, Formula, Sample, Select, Sort, Join, Union, Text To Columns, Summarise, Comment and Tool Container tools.

Lab

Follow Me is used to create a workflow using all the tools from the Favourites palette.

Outcome

You will understand how to configure the properties of the 15 default Favourites palette tools, what each of them do to your data and how to add them into a repeatable workflow.

Lesson

How do you blend data from different sources?
Here you will learn the different ways of blending and joining data.

Lab

Follow Me to blend different file types, use a wildcard blend, union data, join database and file data and use the cache data option to assist in speedy development.

There are blend and join data challenges to sharpen your skills.

Outcome

You will be able to blend and join your data regardless of its source and data type.

Lesson

Most data is imperfect and requires manipulation and preparation prior to being consumed, particularly by data visualisation tools. In this session you will learn how to parse your data using a variety of Alteryx tools.

Lab

Follow Me to parse typical report data in Excel form, then to do the same thing but making the workflow dynamic to cater for change, we input data as a single field and then parsed into separate fields from CSV input and we do a second dynamic parse with different data.

There is also three data parsing challenges to enhance your parsing skills.

Outcome

You will understand how to parse data as well as the difference between creating a workflow that allows for dynamic parsing.

Lesson

Does your business have fixed reporting needs where the report includes maps, charts and text on the same page and has images, headers and footers with multiple pages grouped by one of your data values. This could be presented in many different forms such as pdf, htm, rtf, docx, pptx and more. Here we find out how to use the reporting tools.

Lab

Follow Me workflow to create a fixed style report as a pdf and to use the Interactive Insights and Interactive Chart tools.

Outcome

You will understand how to create a pixel perfect style report and all of the intricacies of the reporting tools.

Lesson

With latitude and longitude data you can create centroid spatial fields, once you have centroids you can create trade areas around that point either as a radius or using drivetime. Spatial data as polygons, polylines and/or centroids encapsulated in spatial fields can be matched in many different ways. The distance and cardinal direction can be calculated between two spatial objects and you are able to find the nearest point or points from other point objects. You are also able to extract data out of spatial fields and create heat maps from your spatial data.

Lab

Follow Me workflow to find spatial references to latitude/longitude, specify a trade area, match clients within the trade area to the nearest store, and draw a map showing the store trade area and the clients.

There are four different views that we will create:

  1. All the stores that have at least one client within the trade area.
  2. Any store that does not have any clients within the trade area.
  3. What the Convex Hull Trade Area looks like for each store.
  4. All the clients that are not within any store trade area.

The second part of this session is to create a heat map to show different densities of your data.

There are two challenges to enhance you spatial knowledge.

Outcome

You will understand spatial data types and how to use the spatial tools to analyse spatial objects.

Lesson

Using RegEx is a powerful way of parsing your data as it uses pattern matching. Regular Expressions (RegEx) can be imbedded into any Alteryx tool where you can create an expression, e.g. Filter, Formula, etc. plus there is also the RegEx tool. The REGEX formulas you can use are REGEX_CountMatches, REGEX_Match and REGEX_Replace. Within the RegEx tool you can either Replace, Tokenize, Parse or Match.

Lab

The Follow Me explores a RegEx tester and cheat sheet so that you know the regex is correct before imbedding it into your Alteryx tool. In Alteryx you will create a workflow where regex is incorporated into Filter, Formula and RegEx tools to parse the data.

There is a challenge exercise to output the spatial data onto a PDF.

Outcome

You will be able to use RegEx in your Alteryx workflows to be able to pattern match your data. To make this easier we also provide a RegEx cheat sheet and RegEx tester.

Lesson

Alteryx Analytic Applications are workflows that can be used by the end-users without having to have Alteryx Designer installed and with the ability to supply input values at run time. Here we find out how to change a workflow into an Analytic Application with the use of the Interface tools. As a part of this lesson, the instructor also shows how to publish and run the Analytic App from the Alteryx Gallery using a browser.

Lab

Follow Me workflow to create a dynamic workflow which we then convert into an Analytic App by dragging and dropping interface tools onto the canvas. We also use the debugger to ensure it will work.

There are two challenges to enhance your understanding of Analytic Applications.

Outcome

You will understand how to create and run an Analytic Application.

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

Scheduled Courses
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