Alteryx Designer - Fundamentals

This two-day course caters to individuals who are new to Data Analytics. It is suitable for anyone who deals with data, irrespective of their technical or analytical expertise.

Whether you are a data analyst, data scientist or an individual who is just starting with Data Analytics or anyone comfortable with Excel can get up to speed with Alteryx.

The Alteryx Designer - Fundamentals course offers a strong base for tackling complex data problems. The training covers the fundamental principles and methods of working with Alteryx Designer, including the most commonly used tools for data preparation, blending, and automating analytical processes (macros).

By the end of this course, you will have a complete overview and understanding of Alteryx Designer, including:

• Alteryx Designer user interface and canvas
• Alteryx native file formats
• Read (Input) / Write (Output) Data
• Tools: Select, Cleansing, Select Records, Sort, Filter, Unique, Sample, formulas, Unions, Joins, Date tools, Text To Columns, Summarize, Transpose, Cross Tab
• Convert a workflow to a Macro
• Macros (Standard, Batch, Iterative)
• Analytical Apps
• Macro Interface tools and Actions
• Spatial Analytics (demo)

The Alteryx Designer – Fundamentals course is designed to provide a strong foundation for tackling complex data challenges.

This two-day program is ideal for individuals who are new to Alteryx or for those who consider themselves beginners or semi-advanced users of Alteryx Designer. It is suitable for anyone who works with data, regardless of their level of experience in analytics - even those who are comfortable using Excel can quickly adapt to Alteryx Designer.

Discover the Alteryx Designer interface and learn the fundamentals of creating Low-code / No-code workflows. Gain insight into data analytics basics and master the art of working with your data effectively.

You will gain expertise in using a variety of frequently-utilized tools to connect, clean, aggregate, join, prepare and output data. This includes sorting, filtering and sampling large amounts of data.

You will tap into advanced functionalities of Alteryx Designer to highly automate repeatable workflows with Alteryx Macros such as Standard-, Iterative- and Batch- Macros. In addition, you will acquire the skills to develop Analytical Applications that enable users to modify workflow parameters in real-time, facilitating user engagement throughout the analysis process.

The course will cover various use cases and best practices for addressing typical data analytics obstacles. Additionally, you will be introduced to advanced functionalities like spatial analytics.

Learning outcomes

By the end of this course, you will have the ability to perform the following tasks:

• Use Alteryx Designer search and resources
• Navigate the user interface
• Identify Alteryx native file formats
• Share and export workflows
• Optimize workflows
• Inputting/Outputting Data
• Read and write data (e.g. create text input, navigate data connections, input/output data options)
• Interpret common data types
• Cleanse data using the Data Cleansing tool
• Build formulas (e.g. reference formulas, conditional statements, indexes)
• Filter and arrange data using tools: Select, Select Records, Sort, Filter, Unique, Sample
• Perform unions, joins, and appends
• Leverage the Find and Replace tools
• Convert data string formats to and from date formats
• Delimit data with the Text To Columns tool
• Troubleshoot (e.g. duplication within joins, incompatible data types, mismatched fields)
• Transform Data
• Apply the Summarize Tool
• Configure the Transpose Tool
• Apply the Cross Tab Tool (e.g. grouping data, methods of aggregation)
• Convert a workflow to a Macro
• Understand the differences of Macros (Standard, Batch, Iterative)
• Create an Analytical App
• Using Macro Input and Output
• Adding Interface tools and Actions
• Running the Macros and Analytical Apps.
• Spatial Analytics (demo)

In-person. Hands-on. Minimum 3 people. Training material in English.

Spoken languages during the courses: English, German, French, Luxembourgish.

Please contact us for more information and to finetune the course according to your needs.

Our domain expertise includes Financial Services (Financial Reporting, Investment Funds, Anti-Money Laundering (AML), Know Your Customer (KYC), Investment Policy Compliance), Sales & Marketing (Product Performance Analysis, Market Segmentation Analysis), Customer Service (Support Tickets Analysis), Spatial Analysis (Geocoding, Using maps, ISO standards, NACE code), as well as general country statistics on Demographics, Economics, Housing, and Trade.

From a technical standpoint, we assist our clients in automating the entire data analytics process. This includes data preparation and workflow automation, DWH loading, performance optimization, user access management and permissions, server administration, as well as dashboards and reports automation.

While our trainings and demos are focused on learning and showcasing the technical aspects of the Software, we are happy to introduce domain specific use cases and examples, please contact us in advance to customize the training.