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Data Preparation with Alteryx

Automating Analytics

Erlina Cahyadi

This Guided Project Data Preparation with Alteryx: Automating Analytics is tailored for beginner Alteryx users, who are looking to reduce the time it takes to manually complete their recurring data preparation tasks through an automated alternative.

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This Guided Project Data Preparation with Alteryx: Automating Analytics is tailored for beginner Alteryx users, who are looking to reduce the time it takes to manually complete their recurring data preparation tasks through an automated alternative.

In this 1-hour long project-based course, we will start by exploring the functions and use cases of some of the most commonly used Alteryx tools and familiarizing yourself with the Alteryx interface. Then, we will begin the data preparation process by learning how to bring in the data source(s). From here, we will observe the data, identify which parts need cleaning, and learn how to transform the raw data to fit the business needs (i.e., joining, removing duplicates, fixing data formats, deselecting unnecessary fields, etc.) After we've cleaned the data, we will learn how to output it into a usable form (CSV, Excel, Hyper, etc.) The last step is to publish the workflow onto the Alteryx Server and set a schedule to run this workflow again in the future.

This project is unique because it's a step-by-step lesson from start to finish on how to create an automated data preparation workflow to start your Alteryx journey. Learning these steps will give you the fundamental knowledge to explore the many other functions that Alteryx provides, such as analysis building, sending tailored emails, utilizing APIs, and more.

Please note, that to be successful in this project, you will need a basic understanding of data, some familiarity with data cleaning, an active Alteryx account, and the Alteryx Designer and Server configured on your machine.

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What's inside

Syllabus

Project Overview
This Guided Project, Data Preparation with Alteryx: Automating Analytics, is tailored for beginner Alteryx users, who are looking to reduce the time it takes to manually complete their recurring data preparation tasks through an automated alternative. In this 1-hour long project-based course, we will start by exploring the functions and use cases of some of the most commonly used Alteryx tools and familiarizing yourself with the Alteryx interface. Then, we will start the data preparation process by learning how to bring in the data source(s). From here, we will observe the data and identify which parts need cleaning and learn how to transform the raw data to fit the business needs (i.e. joining, removing duplicates, fixing data formats, deselecting unnecessary fields, etc.) After we've cleaned the data, we will learn how to output it into a usable form (CSV, Excel, Hyper, etc.) The last step is to publish the workflow onto the Alteryx Server and set a schedule to use this workflow again in the future. This project is unique because it's a step-by-step lesson from start to finish on how to create an automated data preparation workflow to start your Alteryx journey. Learning these steps will give you the fundamental knowledge you need to explore the many other functions that Alteryx provides, such as analysis building, sending tailored emails, utilizing APIs, and more. Please note that to be successful in this project, you will need some familiarity working with data using data-related tools, an active Alteryx account, and the Alteryx Designer and Server configured on your machine.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Focuses on automating analytics, which is highly relevant to data analysts and data scientists
Designed for beginners, providing an accessible entry point for those seeking to enhance their data preparation skills
Emphasizes hands-on learning through a project-based approach, ensuring practical application of concepts
Leverages Alteryx, an industry-standard data preparation tool, providing valuable skills for the job market
Incorporates aspects of data cleaning, transformation, and output, covering fundamental data preparation tasks
Requires an active Alteryx account and familiarity with data cleaning concepts, potentially limiting accessibility for complete beginners

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Data Preparation with Alteryx: Automating Analytics with these activities:
Complete Alteryx Academy Tutorials
Completing Alteryx Academy tutorials will provide you with hands-on experience and help you learn the basics of Alteryx.
Browse courses on Data Preparation
Show steps
  • Sign up for an Alteryx Academy account.
  • Complete the Data Preparation Fundamentals tutorial.
  • Complete the Data Cleansing and Transformation tutorial.
Review Basic Data Concepts
Reviewing basic data concepts will help you understand the fundamentals of data preparation and make it easier to follow along in the course.
Browse courses on Data Types
Show steps
  • Go over the different data types, such as numerical, categorical, and date/time.
  • Review the different data structures, such as lists, arrays, and dictionaries.
  • Practice working with data in a programming language or data analysis tool.
Join a Study Group
Joining a study group will allow you to connect with other Alteryx users, share knowledge, and learn from others.
Show steps
  • Find a study group that meets your needs.
  • Attend study group meetings regularly.
  • Participate in discussions and share your knowledge.
Four other activities
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Practice Data Cleaning and Transformation
Practicing data cleaning and transformation will help you develop the skills necessary to automate these tasks in Alteryx.
Browse courses on Data Cleaning
Show steps
  • Find a dataset that needs cleaning and transformation.
  • Use Alteryx to clean and transform the data.
  • Evaluate the results of your data cleaning and transformation.
Mentor a New Alteryx User
Mentoring a new Alteryx user will allow you to reinforce your knowledge, help others, and give back to the community.
Browse courses on Mentoring
Show steps
  • Find a new Alteryx user who needs help.
  • Provide guidance and support to the new user.
  • Share your knowledge and experience with the new user.
Participate in an Alteryx Challenge
Participating in an Alteryx Challenge will allow you to test your skills, learn from others, and win prizes.
Show steps
  • Find an Alteryx Challenge that interests you.
  • Develop a solution to the challenge.
  • Submit your solution to the challenge.
Create a Data Preparation Dashboard
Creating a data preparation dashboard will allow you to monitor the progress of your data preparation tasks and identify areas for improvement.
Browse courses on Data Visualization
Show steps
  • Identify the metrics you want to track.
  • Use Alteryx to create visualizations of the metrics.
  • Create a dashboard to display the visualizations.
  • Use the dashboard to monitor your data preparation tasks.

Career center

Learners who complete Data Preparation with Alteryx: Automating Analytics will develop knowledge and skills that may be useful to these careers:

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