Alteryx Designer Beginners Bootcamp

Explore Alteryx Designer Desktop: a data analytics platform with a visual drag-and-drop interface, connecting to Excel, CSV, and databases for data cleaning, joining and blending, analysis, visualizations, and dashboards.

Install Alteryx Designer on desktop, start a free 30-day trial from ultrix.com, and run the downloaded executable to complete setup with Alteryx Designer with R.

Explore the ultra designer interface, including the workflow canvas, tool palette, configuration pane, and results pane to build, connect, run, and debug data workflows with chevrons.

Explore data types such as integers, doubles, floats, strings, booleans, and date time, and file formats like csv, excel, xml, json, and xdb in Alteryx.

Explore the two main datasets for this bootcamp: health updates and customer orders, linked by patient ID, with health patients and health status updates.

Learn to load csv data with the input tool, customize delimiters and field properties, and preview results; use the browse tool for data profiling and validation.

Learn to import tab delimited CSV files into Alteryx by configuring the input data tool to use the tab delimiter (escape character backslash t), then preview accurate data.

Read Excel files into Alteryx using the input data tool and a data connection, selecting the data sheet named data and setting the starting line.

Learn to input yxdb Ultrix data files with the input data tool, configure connections, and read health_patients data into a workflow, plus explore other file formats.

Learn to manually input data using the text input tool in Ultrix, creating or pasting small datasets directly into your workflow.

Save your Alteryx workflow by choosing file, a location, and a name. Open the saved file to launch Alteryx designer and run it to generate data.

Learn to read and append multiple files with the same structure using the asterisk wildcard in file paths, including subdirectories, and read as csv.

Discover how the output data tool writes workflow results to csv or excel, with configurable file connections, encoding, delimiters, quoting, and excel sheet options.

Learn to use the select tool in Alteryx to choose, rename, reorder, and modify columns, convert data types, and manage unknown fields to prepare data for analysis.

Apply the auto field tool to automatically optimize data types in your input data, converting fields like patient ID to int 16 while flagging format issues that prevent date conversion.

Use the date time tool to convert a string to a date by specifying the input format, creating created_date.

Use the data cleansing tool in Alteryx to fix null records, remove null rows and columns, and strip unwanted characters from targeted columns, with hands-on workflow demonstrations.

Use the unique tool to remove duplicates by grouping on selected columns, view unique (U) and duplicate (D) outputs, and understand when matches on all columns matter.

Create a unique identifier for each record using the record ID tool, starting from one and incrementing by one, and set the data type and column position to track order.

Use the text to columns tool to split a single text column into multiple columns or rows by a delimiter such as comma or pipe, with configurable columns.

Sort data in Alteryx by a single or multiple columns using the sort tool, with ascending and descending orders for state and patient ID after using the select tool.

Learn to use the sample tool to select the first n rows or a percentage of data, and apply the random percentage sample with a deterministic seed for repeatable results.

Explore basic filtering with the Alteryx filter tool to select records by conditions, including string and date data, using simple and custom expressions.

Learn to apply custom filtering in Alteryx by building expressions with and, or, not, and brackets, using string, date, and number values from examples like last feeling and state Alabama.

learn to group data with the summarize tool in Alteryx, aggregating by fields like feeling today, and compute sum, average, min, max, and count for each group.

Explore how the crosstab tool turns long form data into wide form using the average by health care visit, then apply the transpose tool to revert to long form.

Learn the basics of regular expressions, including character classes, escapes, grouping, and quantifiers, with practical pattern-matching examples you can apply in Ultrix.

Learn the regex tool in Alteryx for extracting, replacing, and transforming text for data cleaning and enrichment. Isolate json fields like general symptoms, tokenize, and use match for true/false checks.

Master the Alteryx formula tool to write expressions with functions and fields, create or overwrite columns, save reusable expressions, and preview results with function examples like upper and left.

Learn how to use the formula tool to perform arithmetic, convert Fahrenheit to Celsius, ensure correct data types as doubles, and round to two decimal places with the round function.

Learn basic string functions in Alteryx designer, including concatenation with the plus operator and replace. Discover contains, length, and upper/lower case controls to analyze symptoms data.

Explore Alteryx datetime functions by converting a timestamp to date and creating a created underscore date column, using current date time, date time add, and date time diff for calculations.

Compute age with date time diff in Alteryx and classify each patient into child, adult, or older adult using conditional statements in the formula tool.

Apply the multi-field formula tool to apply a function (for example uppercase) across all text columns using the current field variable, and optionally create new prefixed outputs.

Use the Alteryx running total tool to compute the cumulative sum on a numeric field per record. Group by region to restart totals and see how data order affects results.

Explore the multi row formula tool in Alteryx to reference multiple rows, create new fields, compute rolling averages and cumulative totals, and group by regions for per-region calculations.

Access the official Alteryx function documentation linked here to explore categorized functions—conditional, date/time, math—and review examples such as the if-then-else expression.

organize and structure your workflows with tool containers to group data preparation, filtering by sex, and grouping by state. annotate the workflow with comments to document logic and improve readability.

Create wireless connections to reduce line clutter while keeping the flow of data between tools visible; right-click the line and choose Make Connection Wireless.

Use the Explorer Box tool to display web pages on your workflow canvas. Type a URL in configuration, then resize and place page, linking resources like SharePoint or wiki pages.

Explore the five related tables of the customer orders dataset and download files in db, tab delimited, and excel formats for the course project in this Alteryx designer beginners bootcamp.

Read data files in Alteryx and transform them to orders table, format date, use regex for color, create full underscore name column, and identify top ten orders by total amount.

Deliver an Alteryx designer walkthrough of data preparation for products, orders, customers, and stores, culminating in the top ten orders by total amount via line item totals and summarize.

Use the join tool to combine two data streams on a common patient ID, displaying first name and last name with status updates.

Join the health patient data with the health status updates using the join tool, aligning on patient ID from left and right streams, and verify 2500 matched records.

Use the union tool to merge three streams split from the health status updates CSV by column names, showing why column-name unions prevent misalignment that position-based joins cause.

Learn to use the find replace tool in Alteryx to look up and replace strings between datasets, using anchor and replacement streams and the option to match entire fields.

The append fields tool creates a Cartesian join by appending one input's fields to every record of the other, producing 15 records from five and three.

Learn to build table visualizations in Alteryx using the table tool: group by feeling today and health care visit, aggregate counts and average highest temp, format, and apply conditional styling.

Create interactive charts from a health data stream by summarizing data, defining dimensions like health care visit and feeling today, and configuring a chart layer to show number of patients.

Learn to assemble Alteryx designer reports by adding text with the report text tool, then join text and charts using the join multiple and layout tools to create vertical layouts.

Add a report header and footer in an ultra report, configure a title and date format, include a logo, and arrange elements with a vertical layout and page numbers.

Render the report by using the render tool to output a pdf file saved on the desktop, with header, text, chart, and footer.

Create a horizontal pdf sales report for march 2022 in alteryx designer bootcamp, featuring a top 10 best selling products chart, a color proportion chart, and a store sales png.

Walk through a two-container workflow that filters completed orders for March 2022, computes line item amounts, builds a product sales report with sales by store chart, and renders a PDF.