Alteryx Designer – Advanced Concepts

Alteryx Designer – Advanced Concepts



2 Days

Course Overview

Alteryx Designer – Advanced Concepts is a hands-on course for students who have prior basic exposure to or knowledge of Alteryx, who wish to dive deeper into the tools, functions and features available to an intermediate level of understanding and capability.

Students will learn more advanced preparation, blending and parsing techniques. Other areas explored include; spatial analytics for creating points, lines and polygons, creating reports for consumption, macros and applications to minimize workflow dependencies.

Course Objectives

This course is approximately 50% hands-on lab to 50% lecture ratio, combining engaging lecture, demos, group activities and discussions with machine-based student labs and project work.  Working in a hands-on learning environment led by our expert practitioner, students will explore:

  • Explore Alteryx Designer terminology
  • Learn to easily navigate the Alteryx Designer Interface
  • Become familiar with Designer User and Workflow Settings
  • Be able to share and save workflows
  • Explore Advanced Preparation: Filtering, Cleaning, Using formulas, binning and using sample sets
  • Learn Blending and Parsing
  • Explore Spatial Analytics
  • Explore Alteryx performance and best practices throughout the course

Course Prerequisites

This course is ideal for students who have three to six months experience with Alteryx and would like to learn more advanced skills.

We recommend that students have prior experience with the topics in the course below, or should have recently attended it as a pre-requisite:

Course Agenda

Understand Alteryx Designer terminology


Easily navigate the Alteryx Designer Interface


Become familiar with Designer User and Workflow Settings


Be able to share and save workflows


Advanced Preparation

  • Filtering and cleaning "messy data"
  • Utilizing formulas to reference multiple rows and fields
  • Binning data into respective groups
  • Creating sample sets to prepare data for predictive analytics


Blending and Parsing

  • Advanced Union and Join practices
  • Appending and replacing fields
  • Fuzzy matching to identify non-identical duplicates
  • Utilizing Regular Expression (RegEx)


Spatial Analytics

  • Import and clean points, lines and polygons
  • Combine multiple spatial files
  • Gain valuable insights into spatial fields
  • Land area, distance between points, etc.
  • Reporting on results
  • Create interactive charts to showcase cleansed data
  • Customize tables, charts and maps
  • Macros and Applications
  • Automate data cleansing processes by building a macro
  • Allow users without Alteryx Designer to clean data through an application
  • Alteryx Gallery
  • Learn how to navigate the Gallery
  • Share workflows, macros and applications
  • Schedule workflows
  • Introduction into Gallery roles


  • Alteryx performance and best practices

Course Materials

Each student will receive a Student Guide with course notes, code samples, software tutorials, diagrams and related reference materials and links (as applicable). Our courses also include step by step hands-on lab instructions and and solutions, clearly illustrated for users to complete hands-on work in class, and to revisit to review or refresh skills at any time. Students will also receive the course environment software and set up files, project files (or code, if applicable) and solutions required for the hands-on work.

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