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Alteryx Masterclass - crash course in alteryx for beginners
Rating: 4.6 out of 5(1,689 ratings)
5,237 students

Alteryx Masterclass - crash course in alteryx for beginners

Learn data preparation with Alteryx in a case study the fun and easy way. How to advanced data preparation with Alteryx
Created byDan We
Last updated 3/2024
English
English [Auto],

What you'll learn

  • New job opportunities knock on your door
  • You will love Alteryx as much as I do
  • You can easily prepare your data in advance to visualize it later in Tools like Tableau or Power BI
  • You extend your data analytics knowledge
  • You can do ETL without coding
  • You can clean and shape your data the way you need it

Course content

1 section18 lectures2h 28m total length
  • 1 Alteryx the fun and easy way a crash course for beginners introduction1:05

    Start with why data cleaning matters and how Alteryx makes ETL tasks easy for beginners, enabling you to clean and prepare data without coding in a practical case study.

  • One important thing before you start0:24
  • Download latest course files0:02
  • 4 Alteryx - Lets explore the interface8:44

    Explore the Alteryx designer interface, dragging and dropping tiles onto a canvas, connecting tools, and running workflows to preview data in the results window.

  • 5 Alteryx - Introduction to our case study3:23

    Consolidate twelve monthly transaction files into a single table, join product and sales representative data, validate data types, and count records to analyze insights in Alteryx.

  • 6 Importing data into Alteryx20:07

    Learn to import data into Alteryx using the input data tool and text input, then stack files with the union tool and wildcards.

  • 7 Data enrichment in Alteryx - joining Product information16:54

    Learn how to import and preview data, then enrich transactions by joining product information using left, inner, and right joins in Alteryx.

  • 8 Alteryx - datatype conversions and formulas14:02

    Master datatype conversions and formulas in Alteryx, using the formula tool to replace commas with dots and the select tool to batch-change data types.

  • 9 Data enrichment and tip to speed up your worklow11:31

    Enrich data by removing duplicates with the unique tool, filter out negative and zero quantities, then join with sales area and product data; learn workflow caching to speed up runs.

  • 10 Alteryx - Calculations and saving our cleaned dataset for visualization10:58

    Calculate revenue and gross profit in Alteryx using quantity, price paid, and production costs, then save the cleaned dataset as Tableau Hyper and yx2 files for visualization.

  • 11 Alteryx challenge - Aggregations, Groupings and product sales insights6:35

    Aggregate data and group by product names to create a unique product list, then sum quantities and sort to reveal top-selling items using the summarize tool in Alteryx.

  • 12 Alteryx challenge - Calculating the share of revenue11:25

    Learn to calculate each area's share of revenue as a percentage of total revenue in Alteryx, using group by, sum, append fields, and a formula.

  • 13 Alteryx challenge - Find out the first day of sales for each product7:42

    Filter data by region west, group by product, and use summarize to find each product's first order date, then count distinct sales days in 2019.

  • 14 Alteryx challenge - Find top 3 states in each sales area by revenue7:09

    Group by sales area and state, then summarize revenue in Alteryx to identify performance by region. Sort within each area and select the top three states by revenue.

  • 15 Alteryx challenge - Classify our sales managers10:14

    Alteryx masterclass demonstrates segmenting sales managers into three equal-sized groups based on total revenue, then labeling tiles as high performance or low performance and joining results for clear ranking.

  • 16 Alteryx challenge - pivoting our data for our marketing department6:38

    Learn to pivot data in Alteryx by using the cross tab tool to group by country, set products as headers, and sum revenue across all countries.

  • 17 Alteryx challenge - cummulative aka running total sales above 100 million11:06

    learn to compute a running total and cumulative revenue in alteryx using summarize and running total, and identify the date when revenue surpasses 100 million (feb 23, 2019).

  • More learning0:26

Requirements

  • Your interest in data preparation and data analytics, visual analytics is key!
  • This crashcourse starts from scratch - we learn the basics and build a solid foundation during the case study
  • Alteryx Designer must be downloaded (fully functional trial version available for free)
  • Tableau Desktop is optional (but not required)

Description

Alteryx Masterclass - a crashcourse for beginners

A case study the fun and easy way!

You are interested in data analytics and business intelligence? Great! You have chosen not only a highly rewarding profession but also one of the most interesting ones of the future. Data is the oil of our century and getting the right insights at the right time will be the key competitive advantage for businesses.

This is why you are here. Companies need highly skilled people to help them analyzing their data. During this process the data aggregation and cleaning is the most challenging part. 80% of the time of data analysts and data scientists are spend with data preparation. This can be cumbersome but is crucial to derive valuable insights. Because:

"Trash in trash out!"

This is why we need to explore fast and efficient ways to prepare our data which we then want to visualize in powerful tools like Tableau or Power BI.

And now the most interesting question? How exactly can we achieve this? What are the best tools to do that, which do not require extreme programming skills?

Meet Alteryx! One of the best ETL / data preparation tools on the market. This awesome tool with an "Apple flair design" and drag and drop functionality will help us to prepare and combine even the worst kinds of data sources

This is the first of 3 courses (second one Alteryx MasterClass - lets get started, third one Alteryx Masterclass - solving real world business challenges)


Here we start  from scratch and a fully functional version of the software can be downloaded for free. The only thing you need to bring with you is your personal interest and willingness to learn in a data driven age.

If that sound like you then..

Let's dive into the case study together


Are you ready? 

Who this course is for:

  • (Aspiring) data analysts
  • You want to go into a data analyst or data scientist career
  • Data analyts and data scientists who want to work smarter faster and more efficient
  • This course is practical and consists of a case study where you can and should follow along to solve tasks
  • You want to learn how to effectively clean your data
  • You want to extend your knowlegde beyond Tableau and Power BI
  • You encountered various data issues (e.g. format,...) in the past and are looking for a solid solution
  • You want to take advantage of the data driven opportunity ahead
  • Business users