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Hendrik Kleine

If you work in data analysis or business intelligence, having the right tools in your arsenal is key.

This course is for everyone who is either completely new or a beginner with Alteryx Designer. In this course, I'll walk you through the basics of Alteryx, from installing your free trial to connecting to various data sources, performing complex transformations, developing macros, and predictive models using R.

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If you work in data analysis or business intelligence, having the right tools in your arsenal is key.

This course is for everyone who is either completely new or a beginner with Alteryx Designer. In this course, I'll walk you through the basics of Alteryx, from installing your free trial to connecting to various data sources, performing complex transformations, developing macros, and predictive models using R.

This course does not require any prior knowledge of Alteryx. You should be comfortable with data transformation and reporting, using tools such as Microsoft Excel, everything else you'll pick up along the way in this course.

This course is excellent to kickstart your path to becoming an Alteryx developer, you'll learn all the basics in just a few hours, and will be able to apply your knowledge in the real world, immediately.

There’s a reason why top businesses like Amazon, Audi, and McDonald's trust Alteryx. Its easy-to-use interface and wide-spanning capabilities truly speak for themselves.

By taking this course, you’ll learn the ins and outs of Alteryx through a combination of hands-on lessons, video guides, and downloadable resources.

The course is designed to be flexible so that you can jump to any lesson for a refresher or to learn a specific aspect of the platform.

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What's inside

Learning objectives

  • Develop alteryx workflows
  • Create etl (extract transform and load) processes
  • Perform predictive analytics functions
  • Build custom data transformations
  • Develop repeatable alteryx macros
  • Embed custom r code inside alteryx
  • Use alteryx in your professional day job

Syllabus

Understand the course curriculum and objectives, install a free trial version of Alteryx Designer and Download the course resources.

This video provides a high-level overview of the course contents.

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This video walks you through installing a free trial version of Alteryx Designer.

This video walks you through the Alteryx Designer interface.

The resources attached to this video are all the resources needed for the entire course.

In this section, you'll learn about the tool in the Input Group on the Tool Palette, used to import data into Alteryx, and output to another destination.

In this video, you'll learn about the functionality of the Input Tools.

In this video, you'll learn how to connect Alteryx to a Microsoft Excel workbook.

In this video, you'll learn how to connect Alteryx to a CSV file.

In this video, you'll learn how to connect Alteryx to a Microsoft SQL Server database.

In this video, you'll learn how to connect Alteryx to compressed (ZIP) files.

In this video, you'll learn how to manually enter data into an Alteryx Designer workflow.

In this video, you'll learn how to get information from multiple files, using the Directory Tool.

In this video, you'll learn how to output data from Alteryx Designer, to a Microsoft Excel workbook.

In this video, you'll learn how to output data from Alteryx Designer, to a Microsoft SQL Server database.

In this video, you'll learn how to insert the current date and time into an Alteryx workflow.

In this video, you'll learn how to view your data at any point in an Alteryx workflow, by using the Browse tool.

In this section, you'll learn about the tool in the Preparation Group on the Tool Palette, used to transform data into the desired outcome.

In this video, you'll learn to use the select tool to select fields, rename fields and specify data types.

In this video, you'll learn how to use the data cleansing tool, to address common data quality issues.

In this video, you'll learn how to use the Filter tool to restrict the data in your dataset based on custom conditions.

In this video, you'll learn how to use the Formula tool to create custom expressions to apply to your data.

In this video, you'll learn how to apply a formula to multiple fields at once, using the Multi-Field Formula tool.

In this video, you'll learn how to use values from different rows when calculating a formula for the current row, using the Multi-Row Formula tool.

In this video, you'll learn how to sort your data, using the Sort Tool.

In this video, you'll learn how to add an ID column to your dataset, using the Record ID tool.

In this video, you'll learn how to create a dataset with distinct values, using the Unique tool.

In this video, you'll learn how to use the sample tool, to retrieve a sample of rows from your dataset, using the Sample tool.

In this video, you'll learn how to get a random sample of rows, using the Random Percent Sample tool.

In this video, you'll learn how to optimize data types, using the Auto Field tool.

In this video, you'll learn how to impute value in your data, using the Imputation tool.

In this video, you'll learn how to group rows in your data using the Tile tool.

In this video, you'll learn how to dynamically generate additional rows based on certain conditions, using the Generate Rows tool.

In this video, you'll learn how to retrieve a very specific subset of rows, using the Select Rows tool.

In this section, you'll learn how to use the tools in the Join Group on the tool palette, to combine different datasets.

In this video, you'll learn how to perform left, inner and right joins, using the Join tool.

In this video, you'll learn how to join more than 2 datasets at the same time, using the Join Multiple tool.

In this video, you'll learn how to combine multiple datasets, using the Union tool.

In this video, you'll learn how to append your data to perform cartesian joins, using the Append tool.

In this video, you'll learn how to find and replace values in your dataset, very much like the Excel VLOOKUP function, using the Find Replace tool.

In this video, you'll learn how to match data similar to each other, using the Fuzzy Match tool.

In this video, you'll learn how to create groups in your data based on association, using the Make Group tool.

In this section, you'll learn how to use the Transform Tools in Alteryx, to transform your data in the orientation and aggregation you need.

In this video, you'll learn how to aggregate your data, using the Summarize tool.

In this video, you'll learn how to add a running total field to your data, using the Running Total tool.

In this video, you'll learn how to add a field to your dataset with the weighted average, using the Weighted Average tool.

In this video, you'll learn how to change the orientation of your data, using the Transpose tool.

In this video, you'll learn how to change the orientation of your data, using the Cross Tab tool.

In this video, you'll learn to manually transpose your data to the desired orientation, using the Arrange tool.

In this section, you'll learn how to use the Parse tools.

In this section, you'll learn how to parse text to dates and vice versa, using the DateTime Parse tool.

In this video, you'll learn how to perform custom Regular Expressions on your data, within an Alteryx workflow, using the RegEx tool.

In this video, you'll learn how to parse text to columns, using the Text to Columns tool.

In this section, you'll learn how to produce presentation ready reports within Alteryx.

This video provides a brief introduction to Alteryx' reporting tools.

In this video, you'll learn how to create formatted tables, using the Table tool.

In this video, you'll learn how to create formatted charts, using the Charting tool.

In this video, you'll learn how to add custom, dynamic text to any report, using the Report Text tool.

In this video, you'll learn how to use the Report Header tool to add a header to your report.

In this video, you'll learn how to use the Report Footer tool to add a footer to your report.

In this video, you'll learn how to create a custom layout for the different elements on your report, using the Report Layout tool.

In this video, you'll learn how to generate the actual report file, using the Render Tool.

In this video, you'll learn how to use In-Database tools.

This video provides a brief introduction to In-Database tools.

In this video, you'll learn how to connect In-Database and how to stream that data into alteryx, using the Connect In-DB and Data Stream Out tools.

In this video, you'll learn how to Browse In-Database data, using the Browse In-DB tool.

In this video, you'll learn how to select and rename field in an In-Database workflow, using the Select In-DB tool.

In this video, you'll learn how to filter your data in an In-Database workflow, using the Filter In-DB tool.

In this video, you'll learn how to add formulas to your In-Database workflow, using the Formula In-DB tool.

In this video, you'll learn how to join data In-Database, using the Join In-DB tool.

In this video, you'll learn how to move data into an In-Database workflow, using the Data Stream In tool.

In this video, you'll learn to aggregate data in your In-Database workflow, using the Summarize In-DB tool.

In this video, you'll learn how to obtain a sample set of your data from an In-Database workflow, using the Sample In-DB tool.

In this section, you'll learn to annotate your Alteryx workflow and to group multiple tools.

In this video, you'll learn to annotate your workflow, using the Comment tool.

In this video, you'll learn how to embed a web page into your Alteryx workflow canvas, using the Explorer Box tool.

In this video, you'll learn to group and disable multiple tools, using the Tool Container.

In this section, you'll learn how to create a standard macro, from start to finish.

This video provides a brief overview of the different macro types available in Alteryx.

In this workshop, you'll learn to create a standard macro from scratch, using various tools.

In this section, you'll be introduced to Alteryx' predictive tools, and using the R programming language within Alteryx.

This video provides you with a brief introduction to Alteryx Predictive Tools.

In this video, you'll learn how to perform time series forecasting using the ARIMA predictive model.

In this video, you'll learn how to perform time series forecasting using the ETS predictive model.

In this video, you'll learn how to evaluate multiple time series predictive models, to determine the best fit model, using the TS Compare tool.

In this video, you'll learn how to embed your very own R code in an Alteryx workflow.

This optional sections contains video for additional learning/practice. They are not essential to the course and may be less structured than the core course contents,

In this video, we’ll step into the shoes of an analyst working for a wholesale organization. We'll process orders by moving them from the POS (Point of Sale) system into our data warehouse, update the orders with information from the Returns Department, and ensure our Customer table has the most recent customer details.

This optional section covers the Advanced Spatial Tools. Keep in mind this is an advanced section and you do not need to know these tools to get started with Alteryx.
Introduction to Spatial Tools

In this video, you’ll learn how to increase or decrease the circumference of a geospatial polygon by a specific distance, using the Spatial Buffer tool.

In this video, we’ll look at how to create a geospatial object from reference data, like longitude and latitude, using the Create Points tool.

In this video, we’ll use the distance tool to calculate the distance in miles or kilometers, between 2 spatial objects.

In this video, we’ll use the Find Nearest tool to identify the shortest distance between two spatial objects.

In this video, we’ll look at two different spatial tools; the Generalize tool and the Smooth tool. Both tools are used to modify a spatial polygon.

In this video, we’ll use the Poly Split tool to split up a single polygon shape, into multiple polygons.

In this video, we’re going to combine spatial objects in order to create a new, unified spatial object. This video is a continuation of the previous video where we practiced the opposite with the Poly Split tool.

In this video, we’ll use the spatial info tool to extract information about a spatial object.

Join and compare spatial objects and identify the relationship between them.

In this video, you’ll learn how to use the Trade Area tool to define a spatial area around a point or object. For example, we may want to know the reach of a certain store, defined by a certain radius around the store location.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Teaches data preparation, transformation, and analysis, which are core skills for those working in data analysis or business intelligence
Develops foundational knowledge in Alteryx for total beginners
Includes hands-on labs and interactive materials, which can improve comprehension and retention
Provides a comprehensive introduction to Alteryx's core functionality
Offers a solid foundation for those seeking to become Alteryx developers
Utilizes multiple modes of instruction, enhancing the learning experience

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Reviews summary

Informative and value-packed

According to students, Alteryx Bootcamp is highly informative and provides a comprehensive understanding of the Alteryx tool. They appreciate the simple and focused approach, as well as the quality of the course materials. While some suggest that videos could be enhanced with zooming during configuration selections, overall, the feedback is overwhelmingly positive.
Informative and comprehensive.
"Yes, course material is really good and helpful."

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 Alteryx Bootcamp with these activities:
Review Alteryx Designer Platform
Become acquainted with the platform interface and toolset before the start of the course, to optimize learning efficiency.
Show steps
  • Access the Alteryx Trial Version
  • Explore the Interface and Tool Palette
  • Familiarize with the Core Tools
Review Big Data Foundations
Refresh your understanding of the key principles of big data, including the key concepts and terminology.
Show steps
  • Review notes and materials from previous courses on big data
  • Complete practice problems and exercises on big data concepts
  • Watch online tutorials and videos on big data fundamentals
Practice Data Manipulation and Transformation in Alteryx
Follow tutorials on basic data manipulation techniques, focusing on data cleaning, filtering, and organizing, to build a solid foundation in these essential skills.
Browse courses on Data Transformation
Show steps
  • Find and Install Alteryx Practice Datasets
  • Apply Data Manipulation Techniques
  • Create Workflows with Basic Transformations
Seven other activities
Expand to see all activities and additional details
Show all ten activities
Attend Alteryx User Groups or Webinars
Connect with other Alteryx users, learn about industry best practices, and discover new techniques and solutions.
Browse courses on Networking
Show steps
  • Locate Alteryx User Groups in Your Area
  • Register and Attend Virtual or In-Person Events
  • Participate in Discussions and Ask Questions
Practice Data Transformation Techniques
Solidify your understanding of data transformation techniques by completing a series of exercises and drills.
Browse courses on Data Transformation
Show steps
  • Complete exercises in the Alteryx Designer interface
  • Follow along with guided tutorials on specific data transformation techniques
  • Create your own datasets and apply data transformation techniques to them
  • Participate in online forums or discussion groups to ask questions and share knowledge
Complete Alteryx Weekly Challenges
Participate in weekly Alteryx challenges to reinforce understanding of concepts, practice problem-solving, and improve proficiency in using the software.
Browse courses on Hands-on Practice
Show steps
  • Register for Alteryx Weekly Challenges
  • Attempt and Submit Challenge Solutions
  • Review Solutions and Explore Alternative Approaches
Seek Guidance from Experienced Alteryx Professionals
Identify experienced Alteryx users who can provide mentorship, guidance, and support, to accelerate learning and skill development.
Browse courses on Mentorship
Show steps
  • Join Alteryx Community Forums or LinkedIn Groups
  • Connect with Alteryx Professionals on LinkedIn
  • Request Guidance on Specific Topics or Challenges
Develop a Data Analysis Dashboard
Strengthen your data analysis skills by creating a dashboard that visualizes and analyzes a dataset of your choice.
Browse courses on Data Visualization
Show steps
  • Choose a dataset and identify the key metrics and insights you want to convey
  • Design the layout and structure of your dashboard
  • Use Alteryx to prepare and analyze the data
  • Use a data visualization tool to create charts, graphs, and other visualizations
  • Present your dashboard to others and gather feedback
Build an Alteryx Workflow for a Business Problem
Apply the skills learned in the course to solve a real-world business problem, demonstrating the ability to analyze, manipulate, and present data using Alteryx.
Browse courses on Project-Based Learning
Show steps
  • Identify a Business Problem or Use Case
  • Gather and Clean Data from Multiple Sources
  • Perform Data Analysis and Transformations
  • Create an Alteryx Workflow to Address the Problem
  • Generate Reports and Present Findings
Explore Advanced Alteryx Features
Expand your knowledge of Alteryx by exploring advanced features such as macro creation, spatial analysis, and predictive modeling.
Show steps
  • Follow along with online tutorials on advanced Alteryx features
  • Experiment with the features in the Alteryx Designer interface
  • Apply the advanced features to your own datasets and projects
  • Participate in online forums or discussion groups to ask questions and share knowledge

Career center

Learners who complete Alteryx Bootcamp will develop knowledge and skills that may be useful to these careers:
Data Scientist
Data Scientists use their knowledge of statistics, programming, and machine learning to extract insights from data. They work with other stakeholders to identify problems, develop solutions, and evaluate the results of those solutions. This course would be very useful for beginners or those who are self-transitioning into a Data Scientist role. With topics ranging from installing Alteryx to predictive analytics, this course helps build a solid foundation in many of the tools and techniques used by Data Scientists.
Data Analyst
A Data Analyst serves as a liaison between the world of data science and the business world. They understand the needs of business stakeholders and can translate those requirements to data science teams. This may result in the data team building dashboards, pipelines, or predictive models that help the business make informed decisions. This course on Alteryx Bootcamp can help build a foundation for those wishing to become Data Analysts as it covers topics like performing complex transformations, developing macros, and predictive models.
Data Architect
A Data Architect designs and builds the data infrastructure that is used to store and process data. They work with other stakeholders to ensure that the data infrastructure is scalable, reliable, and secure. This course can help prepare you to become a Data Architect as it covers basics from installing Alteryx Designer to performing data transformation and predictive analytics.
Data Engineer
Data Engineers create and maintain the infrastructure that is used to store and process data. They work with data scientists and other stakeholders to ensure that data is accessible, reliable, and secure. This course can help prepare you to become a Data Engineer as it covers basics from installing Alteryx Designer to performing data transformation and predictive analytics.
Business Analyst
A Business Analyst helps companies improve their performance. They might determine the causes of problems, develop solutions, and evaluate the results of those solutions. Business Analysts must have a strong understanding of the business they're working for, as well as strong analytical skills. This course may be useful for those wishing to enter this field.
Data Administrator
A Data Administrator is responsible for managing the day-to-day operations of a database. They work with other stakeholders to ensure that data is accessible, reliable, and secure. This course may be useful for Data Administrators who wish to learn more about data transformation and predictive analytics.
Project Manager
A Project Manager is responsible for planning, organizing, and executing projects. They work with stakeholders to define the scope of a project, develop a budget, and create a timeline. Project Managers also track progress, identify risks, and make adjustments as needed. This course is not directly related to Project Management, but it can be useful for developing skills in data transformation and predictive analytics that may be valuable to enter or advance in this field.
Machine Learning Engineer
A Machine Learning Engineer designs and builds machine learning models. They work with other engineers, scientists, and product managers to bring new machine learning products to life. This course may be useful for Machine Learning Engineers who wish to learn more about data transformation and predictive analytics.
Operations Research Analyst
An Operations Research Analyst uses mathematical and analytical methods to solve problems in business and industry. They work with other stakeholders to identify problems, develop solutions, and evaluate the results of those solutions. This course may be useful for Operations Research Analysts who wish to learn more about data transformation and predictive analytics.
Statistician
A Statistician collects, analyzes, and interprets data. They work with other stakeholders to draw conclusions about data and make recommendations. This course may be useful for Statisticians who wish to learn more about data transformation and predictive analytics.
Management Consultant
A Management Consultant helps businesses improve their performance. They work with clients to identify problems, develop solutions, and evaluate the results of those solutions. This course may be useful for Management Consultants who wish to learn more about data transformation and predictive analytics.
Quantitative Analyst
A Quantitative Analyst (Quant) uses mathematical and statistical models to analyze financial data. They work with portfolio managers and other stakeholders to make investment decisions. This course is not directly related to Quantitative Analysis, but it can be useful for developing skills in data transformation and predictive analytics that may be valuable to enter or advance in this field.
Product Manager
A Product Manager is responsible for managing the development and launch of a product. They work with engineers, designers, and marketers to ensure that the product meets the needs of customers. Product Managers also track the performance of products after launch, and make adjustments as needed. This course on Alteryx Bootcamp may be useful for Product Managers wishing to understand the potential of data pipelines and predictive analytics.
Financial Analyst
A Financial Analyst analyzes financial data to make investment recommendations. They work with portfolio managers and other stakeholders to make investment decisions. This course may be useful for Financial Analysts who wish to learn more about data transformation and predictive analytics.
Software Engineer
A Software Engineer designs, develops, and maintains software applications. They work with other engineers, designers, and product managers to bring new software products to life. This course may be useful for Software Engineers who wish to learn more about data transformation and predictive analytics.

Reading list

We've selected 12 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Alteryx Bootcamp.
Provides a comprehensive overview of data science techniques and their applications in business. It valuable resource for anyone who wants to learn more about how data can be used to make better decisions.
Provides a comprehensive introduction to Python for data analysis. It valuable resource for anyone who wants to learn more about how to use Python to manipulate, analyze, and visualize data.
Provides a practical introduction to SQL for data analysis. It valuable resource for anyone who wants to learn more about how to use SQL to query and analyze data.
Provides a comprehensive introduction to Tableau for data visualization. It valuable resource for anyone who wants to learn more about how to use Tableau to create beautiful and informative visualizations.
Provides a comprehensive introduction to Power BI for data analysis. It valuable resource for anyone who wants to learn more about how to use Power BI to create interactive dashboards and reports.
Provides a comprehensive introduction to R for data analysis. It valuable resource for anyone who wants to learn more about how to use R to manipulate, analyze, and visualize data.
Provides a gentle introduction to machine learning. It valuable resource for anyone who wants to learn more about how machine learning works and how to use it to solve real-world problems.
Provides a comprehensive introduction to deep learning with Python. It valuable resource for anyone who wants to learn more about how to use deep learning to solve real-world problems.
Provides a comprehensive introduction to reinforcement learning with Python. It valuable resource for anyone who wants to learn more about how to use reinforcement learning to solve real-world problems.
Provides a comprehensive introduction to natural language processing with Python. It valuable resource for anyone who wants to learn more about how to use natural language processing to solve real-world problems.
Provides a comprehensive introduction to statistical learning with R. It valuable resource for anyone who wants to learn more about how to use statistical learning to solve real-world problems.

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