ALTERYX TRAINING- LEVEL 1

IN/OUT – INPUT DATA:

1. Single Access Point for any data file or connection (Import)
2. Select a sheet; List of sheet names
3. Start reading on specified line number
4. Use wildcard charater asterisk for importing multiple files in a folder
   
   

IN/OUT – BROWSE:

1. View data profile information (nulls, uniques, non-nulls) in a visual format
2. Shortcut: Ctrl Shift B
   
   

PREPARATION – SELECT:

1. Select, deselect, reorder and rename fields
2. Change field type or size
3. Assign a description
   
   

Theory – Basics of Data Type:

1. String, Numeric, Date/Time, Boolean; Spatial Objects
2. Date format as accepted by Alteryx
3. Impact of Data Types in Alteryx workflows, and the imporatance of SELECT Tool and Metadata window
4. How is NULL value treated in Alteryx and it’s impact in various scenarios
   
   

TRANSFORM – SUMMARIZE:

1. Summarize by grouping, summing, counting, string concatenation
   
   

PREPARATION – FILTER:

1. Split data in two streams – TRUE & FALSE based on the user defined condition(s)
2. Introduction to Formula Expressions
   
   

IN/OUT – OUTPUT DATA:

1. Export the output to multiple Excel files (e.g. csv, yxdb) or sheets based on a field’s values
2. Related settings – overwrite, append; prefix/suffix
   
   

PREPARATION – MULTI-ROW FORMULA:

1. Create/Update a single column using an expression that can refer to columns in next and/or prior rows
   
   

JOIN – UNION:

1. Concept: “Stacks” the 2 streams on top of each other ~ Append Query
2. Column Synchronisation: Auto-Config by Name vs Position
3. Column Synchronisation: Manual-Config
   
   

TRANSFORM – TRANSPOSE:

1. Convert Cross-tab data table to a flat file format
2. Similar to Excel Power Querys’ Unpivot Column
   
   

TRANSFORM – CROSSTAB:

1. Similar to Excel Pivot Table
   
   

PREPARATION – DATA CLEANSING:

1. Replace null values, Remove punctuation
2. Modify capitalization (case change)
   
   

PARSE – TEXT TO COLUMN:

1. Split the text from one field into separate rows (vertical) or columns (horizontal)
   
   

PREPARATION – FORMULA:

1. Create / update columns using one or more expressions to perform calculations and operations
2. Deep-dive in to Formula Expressions
   
   

Theory:
Different methods to convert NULL to non-NULL values

PARSE – DATETIME:

1. Alteryx uses the ISO format yyyy-mm-dd HH:MM:SS
2. Transform date/time data to and from a variety of formats
   
   

PREPARATION – MULTI-FIELD FORMULA:

1. Similar to the functionality as the FORMULA Tool
2. Advantage: Apply function across multiple fields of data all at once
   
   

PREPARATION – UNIQUE:

1. Splits the data stream in two sets: Unique records based the selected field(s) and Remaining records
   
   

PREPARATION – SAMPLE:

1. Limits the data stream to a specified number, percentage, or random set of the rows
   
   

PREPARATION – SELECT RECORDS:

1. Returns records and ranges of records that are specified, including discontinuous ranges of records
   
   

DEVELOPER – DYNAMIC RENAME:

1. Use with FORMULA tool to get the correct column headers