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Alteryx for Practical Data Preparation and Automation

Alteryx for Practical Data Preparation and Automation

A hands on Alteryx course that moves from foundations to automation with real world data prep patterns. You will learn to clean, reshape, and blend data reliably, then wrap repeatable workflows into lightweight automation. The agenda favors simple, reusable building blocks that teams can adopt immediately.

What will you learn?

You will navigate Alteryx Designer with confidence and apply the core tools for cleaning, joining, and reshaping data. You will design robust workflows with validation checks and error handling, then automate multi file inputs and scheduled runs. You will package and hand off solutions that your team can maintain.

  • Build clean, documented workflows for data preparation and blending
  • Automate routine tasks with dynamic inputs, macros, and parameterization
  • Add validation, logging, and error handling to improve reliability
  • Optimize performance and package workflows for team reuse

Requirements:

  • Alteryx Designer installed with access to sample datasets
  • Basic familiarity with spreadsheets and CSV files
  • Read access to your common data sources and a test folder to write outputs

Course Outline*:

*We customize the course outline and content to your specific needs and relevant use cases.

Module 1: Getting started with Alteryx Designer

  • Canvas, configuration, and workflow anatomy
  • Input tools, data types, and metadata view
  • Browse, annotations, and documenting intent
  • Saving, packaging, and version basics

Module 2: Core cleaning and shaping

  • Select, filter, and type conversions
  • Cleanse, remove duplicates, and sort
  • Handling nulls and parsing dates
  • String functions and simple regex

Module 3: Blending data

  • Union and join patterns inner, left, and outer
  • Join multiple and make keys safely
  • Fuzzy match at a glance and when to avoid it
  • Mixing Excel, CSV, and database inputs

Module 4: Restructuring and aggregation

  • Summarize for totals, groups, and rollups
  • Transpose and crosstab for tidy layouts
  • Multi row and multi field formula patterns
  • Building reusable subflows with containers

Module 5: From manual runs to automation

  • Dynamic input for folders, wildcards, and schemas
  • Parameterizing paths and file names
  • Batch and standard macro fundamentals
  • Export patterns multiple sheets, files, and formats

Module 6: Validation, logging, and error handling

  • Control totals and record count checks
  • Test and message tools for guardrails
  • Capturing run metadata and simple logs
  • Fail fast versus continue on error strategies

Module 7: Connecting outward and handing off

  • Writing to databases and handling credentials safely
  • Download and API basics for simple pulls
  • Report friendly outputs to Excel and PDFs
  • Packaging workflows and dependency checks

Module 8: Performance and governance essentials

  • Caching, minimize sorts, and type discipline
  • In database overview when and why
  • Naming, folder structure, and documentation habits
  • Handoff checklist and lightweight review process

Hands-on learning with expert instructors at your location for organizations.

3.072€*
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Level:
intermediate
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Duration:
14
Hours (days:
2
)
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Training customized to your needs
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Immersive hands-on experience in a dedicated setting
*Price can range depending on number of participants, change of outline, location etc.

Master new skills guided by experienced instructors from anywhere.

2.038€*
Graph Icon - Education X Webflow Template
Level:
intermediate
Clock Icon - Education X Webflow Template
Duration:
14
Hours (days:
2
)
Camera Icon - Education X Webflow Template
Training customized to your needs
Star Icon - Education X Webflow Template
Reduced training costs
*Price can range depending on number of participants, change of outline, location etc.