Description

This course takes you through the concepts of Alteryx from scratch. With the help of interesting case studies, you will learn how to use Alteryx for joining datasets, performing union operations, finding and replacing text, sorting and filtering data, and a lot more.

Do you want to perform data cleansing and data analysis at jet speed? This course will show you how you can make data cleaning and data analysis a smooth and less time-consuming task using Alteryx. The course starts with an introduction to Alteryx, explaining its installation process and user interface. Next, you will learn how to get data and update existing data from Excel and Comma Separated Value (CSV) files using the In/Out tool in Alteryx. Moving along, you will learn to use the Preparation tab for data cleansing and filtering and find out the role of the Join tab in Alteryx. Next, you will learn to work with the Parse and Transform tabs and learn how to use the Reporting tab in Alteryx. Finally, you will study the tools under the Documentation tab, such as comment, explorer, and container, and go through some interesting case studies to encapsulate your learning. By the end of this course, you will be able to use Alteryx for your data cleaning and data analysis needs in the real world. The code files and all related files are uploaded on GitHub at: https://github.com/PacktPublishing/Alteryx-for-Beginners

What You Will Learn

Get and append data in Alteryx from various data sources
Understand techniques to append data from the same data source
Discover how to merge data using joins
Clean data for business intelligence tools
Create data visualization with the help of an interactive chart tool
Use the RegEx tool to parse, match, or replace data

Audience

If you are someone who works with data regularly and is constantly looking for a tool that will help you perform data cleaning and data analysis quickly and easily, this course is for you. This course teaches Alteryx from scratch; however, a basic understanding of Excel VLOOKUP, functions, and formulas, along with some knowledge of Joins, would be helpful.

Approach

With the help of easy-to-understand explanations, interesting examples, and engaging case studies, this course will help you learn the Alteryx tool for data cleaning and data analysis from scratch.

Key Features

Become familiar with all the latest tools and features of Alteryx * Learn how to use Alteryx for creating a smart solution workflow for data cleaning and data analysis * Consolidate your learning by working on interesting real-world case studies

Github Repo

https://github.com/PacktPublishing/Alteryx-for-Beginners

About the Author

Pavan Lalwani

Pavan Lalwani is a highly skilled and self-motivated trainer who has expertise in various business intelligence tools, such as Power BI, Tableau, and Microsoft Excel. He has 10 years of experience in training individuals in different industry sectors, such as banking, finance, healthcare, IT, automobile, manufacturing, and pharmaceutical. His major clients include Mercedes-Benz, Loreal, IBM, L&T, Wipro, Bajaj Finance, ITC, DHL, Deutsche Bank, Yes Bank, Mahindra, Morgan Stanley, and Deloitte, among others that are spread across the globe. He believes in providing end-to-end solutions through his training videos and is himself responsible for designing the course content, quizzes, online training, clarifying doubts, and any additional help required.

Course Outline

1. Introduction to the Course

1. Introduction to Alteryx

This video provides an introduction to Alteryx.

2. Downloading and Installing Alteryx

This video demonstrates how to download and install Alteryx.

3. User Interface of Alteryx

This video demonstrates the user interface of Alteryx.

2. Import and Export

1. Introduction to Import and Export

This video provides an introduction to import and export in Alteryx.

2. Naming Conventions

This video helps you with the naming conventions.

3. Import Excel File

This video demonstrates how to import an Excel file.

4. Configuration and Results

This video demonstrates the configuration and results part.

5. Importing CSV File

This video demonstrates the process of importing a CSV file.

6. Save and Open Workflow

This video helps you with saving and opening a workflow.

7. Combine Bulk CSV Files

This video explains how to combine bulk CSV files.

8. Import CSV from Nested Folders

This video demonstrates the process of importing a CSV file from nested folders.

9. Export Files to Excel

This video explains how to export files to Excel.

10. Export Files to CSV

This video explains how to export files to CSV.

11. Browse Tool

This video helps you with the Browse tool.

12. Importing Text File

This video explains importing a text file.

13. Text Input Tool

This video explains the text input tool.

14. Directory Tool

This video explains the directory tool.

15. Date Time Now Tool

This video explains the Date Time Now tool.

16. Split One Excel Workbook into 100 CSV Files

This video helps you with splitting one Excel workbook into 100 CSV files.

17. Split One Excel File into Multiple Excel Files

This video helps you with splitting one Excel file into multiple Excel files.

3. Basic Data Preparation Tools

1. Introduction to Basic Data Preparation Tools

This video provides an introduction to basic data preparation tools.

2. Sorting Tool

This video demonstrates the Sorting tool.

3. Removing Duplicates

This video explains how to remove duplicate data.

4. Select Tool

This video explains the Select tool.

5. Auto Field

This video helps you with auto field.

6. Record ID Tool

This video explores the Record ID tool.

4. Other Data Preparation Tools and Advanced Cleaning Tools

1. Introduction to the section

This video provides an introduction to the section.

2. Data Cleansing Tool - Part 1

This is the first of the two-part video that demonstrates the data cleansing tool. It helps clean your data in Alteryx. Here, you will remove null rows, null columns, and replace them with blanks and zeros.

3. Data Cleansing Tool - Part 2

This is the second part of the two-part video that demonstrates the data cleansing tool. Here, in the dataset, you will change the casing and remove numerical data in a few clicks.

4. Select Records

This video explains how to select records.

5. Samples Tool

This video explains the Samples tool.

6. Create Samples

This video explains how to create samples.

7. Random percent Sample

This video helps you with the random percent sample.

8. Imputation [Find and Replace]

This video helps you with imputation find and replace.

9. Generate Rows

This video explains how to generate rows.

10. Tile Tool

This video talks about the Tile tool.

5. Filters and Functions

1. Introduction to Filters and Functions

This video provides an introduction to filters and functions.

2. Single Filter

This video shows the single filter.

3. Multiple Filters

This video demonstrates multiple filters.

4. Text Functions - 1

This is the first of the two-part video that explains text functions. You will study functions such as UpperCase, LowerCase, TitleCase, Endswith, and Contains.

5. Text Functions - 2

This is the second of the two-part video that explains text functions. You will study functions such as Trim, Trimleft, Trimright, Length, PadLeft, and Padright.

6. Date Functions - 1

This is the first of the two-part video that explains date functions. You will study functions such as Datetimeday, Datetimemonth, Datetimeyear, Datetimefirstofmonth, Datetimelastofmonth, Datetimenow, and Datetimetoday.

7. Date Functions - 2

This is the second of the two-part video that explains date functions. You will study functions such as DatetimeAdd and Datetimediff.

8. Conditional Functions

This video explains conditional functions.

9. Number Functions

This video explains number functions.

10. Multi-Field Binning

This video explains multi-field binning.

11. Multi Row Formula

This video explains the multi row formula.

12. Multi-Field Formula

This video explains the multi-field formula.

6. Alteryx Joins

1. Introduction to Joins

This video provides an introduction to joins.

2. Union [BY NAMES]

This video helps you with Union, where you will append the data.

3. Joins [3 Types]

This video talks about joins (it's like VLOOKUP in Excel) and you will see a different method to use the Joins function.

4. Joins [Derived VLOOKUP]

This video demonstrates the extended joins operations, more like a Derived VLOOKUP. Here, you will combine two types of joins.

5. Multiple Joins [Different Sheets]

This video explains and demonstrates examples using the multiple Joins option but, in this example, you will use the advantage of sheet over range.

6. Append Fields - Ex 1

This is the first of the two-part example video on appending fields. Here, fields are nothing but the column that needs to be appended corresponding with the rows. The example is of cartesian join of year and month.

7. Append Fields - Ex 2

This is the second of the two-part example video on appending fields. The practical example you will work on is the cartesian join of shift timing and the name of the employee.

8. Find and Replace

This video helps you with the find and replace options.

9. Fuzzy Match

This video helps you with Fuzzy Match.

7. Alteryx Parse

1. Introduction to Parse Tab

This video provides an introduction to the Parse tab.

2. DateTime Tool

This video talks about the DateTime tool.

3. Text to Columns - Ex 1

This is the first of the two-part example video working on the Text to Columns tool. You will learn how to split one column into multiple columns or how to split one column into multiple rows.

4. Text to Columns - Ex 2

This is the second of the two-part example video on parsing Text to Columns. Here, you will look at a complex problem wherein the rows will be parsed to columns along with other conditions specified to it.

5. Regular Expression - Ex 1

This is the first of the two-part example video on regular expression. Here, you will see a simple example where you will find out the pattern from the dataset.

6. Regular Expression - Ex 2

This is the second of the two-part example video on regular expression. Here, you will extract the digits from the data.

8. Alteryx Transform Tab

1. Introduction to Transform Tab

This video provides an introduction to the Transform tab.

2. Count Records

This video helps you with the Count Records tool.

3. Summarize Tool

This video focuses on the Summarize tool.

4. Running Total

This video helps you with running total.

5. Transpose

This video explains Transpose in detail.

6. Cross Tab

This video talks about the Cross tab.

7. Weighted Average

This video helps you with weighted average.

8. Arrange Tool

This video explains the Arrange tool.

9. Alteryx Reporting Tab

1. Introduction to Reporting Tab

This video provides an introduction to the Reporting tab.

2. Creating a Basic Table

This video helps you with creating a basic table.

3. Table Configuration

This video helps you with table configuration.

4. Conditional Formatting in Table

This video demonstrates conditional formatting in the table.

5. Default Table Settings

This video demonstrates default table settings.

6. Creating a Pie Chart

This video helps you with creating a pie chart.

7. Creating a Bar Chart

This video demonstrates creating a bar chart.

8. Side by Side Bar Chart

This video demonstrates a side-by-side bar chart.

9. Report Text

This video demonstrates the Report Text tool.

10. Chart Formatting - Part 1

This is the first of the two-part video that demonstrates how to format charts and their axes in the style option seen, post which the charts are created.

11. Chart Formatting - Part 2

This is the second of the two-part video that demonstrates how to format other options in the style options such as font, layer, legend, and so on.

12. Donut Chart

This video demonstrates a donut chart.

13. Horizontal Layout

This video demonstrates horizontal layout.

14. Vertical Layout

This video demonstrates vertical layout.

15. Report Headers

This video demonstrates report headers.

16. Report Footers

This video demonstrates report footers.

17. Render - Part 1

This is the first of the two-part video that helps you with the Render tool inside Alteryx.

18. Render - Part 2

This is the first of the two-part video that helps you with extended operations on the Render tool, such as configuration and report style.

10. Alteryx Documentation Tab

1. Documentation Tab

This video explains the Documentation tab.

2. Tool Container

This video explains Tool Container.

3. Comment Box

This video helps you with the Comment Box.

4. Explorer Box

This video talks about the Explorer Box.

11. Alteryx Spatial

1. Introduction to Spatial

This video provides an introduction to the Spatial tab.

2. Spatial Objects Introduction

This video provides an introduction to spatial objects.

3. Create Points

This video explains how to create points.

4. Poly Build Tool

This video helps you with the Poly Build tool.

5. Create Points [Map of India]

This video helps create/map some points on the Indian map.

6. Creating Points [My Coordinates]

This video helps you with creating some points or locating some points on my coordinates.

7. Trade Area

This video explains the Trade Area.

8. Distance

This video talks about Distance field.

9. Find Nearest

This video demonstrates how to find the nearest path.

12. Alteryx Help

1. Introduction to Help

This video provides an introduction to help.

2. Search Help

This video explains how to search for help.

3. Free Webinars

This video talks about the free webinars.

4. Weekly Challenge

This video talks about the weekly challenge.

5. Certification

This video helps you with the certification part.

13. Alteryx Case Studies

1. Introduction to Case Studies

This video provides an introduction to case studies.

2. Case Study 1 - Combine 48 CSV Files into One Excel File

This is the first of the five-part case study video on combining 48 CSV files into one Excel file.

3. Case Study 2 - Split Combined Data into Multiple PDF Files

This is the second of the five-part case study video that helps you with splitting combined data into multiple PDF files.

4. Case Study 3 - Splitting Combined Data into Multiple PNG PPT Files

This is the third of the five-part case study video on splitting combined data into multiple PNG PPT files.

5. Case Study 4 - Split Combined Data into Multiple Excel Files

This is the fourth of the five-part case study video that helps you with splitting combined data into multiple Excel files.

6. Case Study 5 - Combine Multiple Excel Files into One

This is the fifth of the five-part case study video that helps you combine multiple Excel files into one file.

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Alteryx for Beginners

By Packt

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