Alteryx Essentials

Apply the data cleansing tool to the example HR sheet to fix nulls, whitespace, and punctuation. Target employee ID, first name, age, and favorite coffee for ETL.

Use the sample tool to select a subset of rows with options like first ten, last ten, skip, 10%, or every tenth, and preview results in a workflow.

Utilize the filter tool to query data with one or more expressions, splitting results into true and false, and compare basic and custom filters using a long black coffee example.

The unique tool removes duplicates from a dataset or a column, outputting unique records (U) and duplicates (D) and allowing all fields or a single field selection.

Learn how to combine datasets from multiple inputs in Alteryx essentials, using append fields for horizontal joins and union for vertical joins, plus find replace and join tools.

Learn to use the join tool to combine datasets by a common field, such as department ID, and explore inner, left, and right joins, plus joining by record position.

Use the union tool to vertically stack datasets with the same columns, auto configuring by name to align 2018 and 2019 sales despite different column orders.

Represent and visualize data to simplify interpretation and insights. Create interactive charts and dashboards, customize their layout, and apply report header and footer with render tools.

Learn to build and customize interactive charts (bar, line, scatter, pie) with hover text and zoom, using a workflow to visualize median house prices and distances from the city.

Use the render tool to export reports to HTML, PNG, PDF, or PowerPoint. Choose an output file, save, run the workflow, then open the HTML to share.

Learn to use the transform tab to summarize or rearrange data, calculate total counts and sums of unique values, and build basic and advanced pivot tables.

Use the summarize tool to group by department ID and count employees, producing totals per department in a simple workflow from input data through summarize to browse and run.

Use the crosstab tool to pivot data and compute the average age by position within each department, producing a pivot table that shows average age by department and position.

Learn parsing data by splitting chunks into individual fields and converting csv and json into columns using text to columns, json.parse, and download tools.

The download tool retrieves data from a url into an Alteryx workflow, using a json file of about ten employee or customer entries, supplied via a text input.

Learn how macros automate repeated tasks in Alteryx, covering standard, batch, iterative, and location optimizer. Use the standard macro to find the cheapest cryptocurrency price across five exchanges.

Develop three practical Alteryx workflows to solve real business problems, from finance forecasting with split and consolidate files to automating sales reports with data cleansing, formatting, calculations, summarization, and charting.

Split HR file by the business unit column, insert forecasted wages and total employment cost, and consolidate unit files into one for next year's profit and loss forecast with Alteryx.

Split the HR salary file into eight Alteryx workbooks by business unit code, add four forecast columns (pay rise, commission bonus, fringe benefits) set to null, and export unit-specific spreadsheets.

Consolidate multiple spreadsheets into one file to forecast spend across all business units. Use an input data tool with a directory wildcard, the union tool, and an output data tool.

Clean the dataset, calculate totals, and determine profit margins; remove duplicates and nulls, then build three charts showing revenue vs cost of goods sold, margins, and profitable items by section.

Clean the supermarket data in Alteryx by removing duplicates, filling nulls, and rounding unit sold; then compute revenue, cost of goods sold, profit margin, and a profitable flag.

Build a reporting and charting workflow in Alteryx using summarize to group data, calculate totals (revenue, cost of goods sold, profit margin), and render interactive charts to HTML.

Enhance pivot table analysis by adding a grand total with a parallel summarize, union, and formula tool, then tidy results with a select tool and leverage the batch macro feature.