Alteryx Designer – Advanced Concepts

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:

• TTALTRX2: Introduction to Alteryx

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.