Alteryx - The Complete Masterclass

Learn to import a CSV using the input data tool, set delimiters and field names, adjust record limits and code page, and drag and drop within Alteryx workflows.

Import csv files with one input data tool using wildcards to load four files into 286,000 records and add a file name field to trace origin and filter by pattern.

Explore the browse tool to display results, analyze store field statistics and unique values. Deactivate or delete browse tools to speed up workflows on large datasets.

Import Excel files in a new Alteryx workflow by selecting the stores sheet, adjusting range and header options, and importing multiple files with subdirectories and wildcards to expand records.

Learn how to import a simple text file as a delimited text input, choose tab delimiter, use the header row containing field names, and preview results in the workflow.

Import zip files in Alteryx by dragging and dropping, extracting, and selecting the stores sheets from Excel files, ensuring consistent structure and understanding the two gigabytes extraction option.

Learn how to manually enter data with the text input tool, edit field names, add or delete columns, and paste larger tables from external sources to run and see results.

Explore how annotations clarify what each tool does in an Alteryx workflow, distinguishing the tool name from the annotation and configuring visibility to improve readability.

Use the date time now input to capture date and time in your workflow. Choose output for hour, minute, second or date and day, and language options for text formats.

Prepare and clean data in Alteryx by building a data preparation workflow, using essential tools, loading sample data from lecture resources, and addressing dataset problems.

Learn how to clean messy data with the data cleansing tool by removing null rows and columns, removing numbers from specific fields, and replacing nulls with blanks before type conversion.

Change data types to integers, dates, or boolean using the select tool. Include or exclude fields, rename the department column, and preview results with browse, then explore auto field tool.

See how the auto field tool in Alteryx automatically detects field types and updates data types, addressing date format issues, blanks, and decimal separators before converting dates.

Use the date time tool to convert the date column into a date format with day, month, and four-digit year using forward slashes, producing a new date column.

Use the formula tool in Alteryx to replace commas with points in weekly sales, fill empty fields with zeros, and convert is holiday to a boolean.

Learn to clean data with the select tool by removing the date column, renaming date time to date, and adding a record id with a starting value as integer.

Explore advanced data preparation tools like sorting, filtering, and grouping, and learn why sampling matters. Build on data cleaning work from earlier lectures to sharpen your data preparation skills.

Explore sorting in Alteryx using the sort tool to order data by weekly sales in descending order, then by store, department, and date across multiple columns.

Explore the filter tool in Alteryx, applying basic and custom filters to select records by department, date ranges, and dynamic conditions, with true and false endpoints to split results.

Learn to compute a running total in Alteryx using the multi row formula, grouped by store, starting from zero for the first record to sum weekly sales across rows.

Learn to apply the multi row formula tool to compute running totals by grouping store, department, and year, including creating a year column from date and ensuring correct data types.

Learn to validate large data sets in Alteryx by using sampling tools: random percentage samples, absolute counts, and one-in-n selection, then group by department and store to inspect first rows.

Explore how the unique tool separates unique and duplicate data by selected columns such as store and department. It shows the first value and distinct values, aiding debugging and validation.

Apply one formula to multiple fields using the multi field formula tool, converting weekly sales and running total to euro, producing new fields with a suffix and preserving originals.

Learn to group data with the tile tool in Alteryx, creating labeled tiles from weekly sales using smart, equal, manual, or per-store methods.

Demonstrates an alternative, intuitive method for filtering and sorting data using the data output, hover options, and apply-accept workflow, with examples of descending sort and custom filters.

Learn how the multi-field binning tool creates bins across multiple fields, using weekly sales, with equal records and equal range options for reproducible results.

Explore the create samples tool to split a data stream into multiple random outputs for training, validation, and holdout, using percentages and seeds for reproducible results.

Explore the key join tools in Alteryx to combine multiple datasets, review practical use cases, and learn how to export results to Excel and start a fresh workflow for clarity.

Learn to use the join tool to combine two data streams on a common field like store id, explore inner, left, and anti-joins, and handle data type mismatches.

Learn to join three datasets—the stores, employees, and transactional data—using the join multiple tool, converting id values to numbers, and handling nulls with inner join options.

Learn how to append data using the union tool in Alteryx, preparing inputs, copying headers, and auto configuring fields to merge datasets with the same structure while avoiding nulls.

Master the find and replace tool with a lookup table to map original locations to moved to values and update employee counts, using a formula tool and is null.

Discover how the fuzzy match tool identifies non-identical duplicates, cleans data by unifying multiple sources, and uses match fields with purge or merge modes for data cleansing.

Learn to use the fuzzy match and make group tools to unify company name variants, then apply find and replace to normalize values into a single version.

Use the append fields tool to create the cartesian product by appending fields from a source input to every record of the target input, producing the cross join results.

Explore regular expressions in Alteryx to find, replace, and extract patterns in strings; convert text data like the price column and rooms column into numeric values for analysis.

Demonstrates the text to columns tool by splitting a comma-delimited column into email, address, and city, with configurable output name and optional split into rows.

Learn to use the XML parse tool to extract root and child values from XML data, include outer XML when needed, and use the specific child name for optimal data.

Explore the summarize tool to transform and aggregate data, grouping by store and year, and compute sums, averages, and counts for weekly sales.

Calculate running totals on weekly sales in Alteryx by grouping by store and year (and department), and start a new total when a new store or year begins.

Learn to compute weighted averages by using the weighted average tool with count as weight on average weekly sales, and summarize results, including group-by options.

Pivot and reshape data with the cross tab to create month-based fields from a single column and sum weekly sales by store and year, then learn to transpose.

Use the transpose tool to convert a matrix-like dataset into a single name field and a single values column by moving data from multiple fields into one, preserving key columns.

Compare the arrange tool with transpose 2a, gaining control over column headers and descriptions while selecting months such as April, August, and December; transpose 2a is easier and preferred.

Explore how to create and customize reports from transformed and prepared data using reporting tools, including charts, tables, layouts, and pdf delivery.

Use the table tool to visualize weekly store sales data, browse and sort results, and apply conditional formatting and row rules to highlight key values.

Explore the interactive chart tool by creating a pie chart to visualize weekly sales by city, configure labels, legend, colors, font, and title.

Build a bar chart with cities on the x axis and weekly sales on the y axis, explore aggregation and transform options, and customize titles, labels, colors, and notes.

Combine table and charts into one record with the join multiple tool, then design a vertical or horizontal layout with the layout tool to render a cohesive PDF report.

Add a visual header and footer to your Alteryx report using header and footer tools, including a weekly sales report title, date, and images, then render to pdf.

Render a report as a PDF using the render tool, configure header and footer, set portrait A4 layout, and iteratively refine visuals for a cleaner output.

Explore adding text and images to Alteryx reports with the text and image tools, including date-time fields and layout elements like headers and footers.

Explore a beta visual layout tool as an alternative to join multiple, then drag tables and charts, manage layout, set a4 portrait, and render the final report.

Configure an email tool to send the weekly sales report via Gmail, attach the report, set the subject as weekly sales report, and include cc for recipients.

Learn spatial analysis by converting longitude and latitude into spatial points with the create points tool, generating centroids and mapping California to enable distance, nearest, and area analyses.

Convert latitude and longitude to spatial points, create seven kilometer trade area polygons around schools, and identify houses for sale within those radii, visualizing centroids and polygons on a map.

Use the find nearest tool to match each school with the closest house on sale using spatial data, and inspect single or multiple matches and their distances.

Use the distance tool to compute the distance between centroid points for records, convert units to kilometers, and output direction in degrees; set a radius to find houses within range.

Learn how to use the spatial match tool to find houses within school radii by intersecting target and universe data streams, and extend to multiple criteria like shopping centers.

Use the spatial process tool to create 15km radii around schools and malls, then intersect them to identify houses within the shared area.

Learn to create a heat map in Alteryx to visualize median income across locations using centroid points, a heat field, and optional donut or stacked views.

Explore in-database tools in Alteryx, learn their benefits, and practice by downloading and installing a local database to work along with the instructor.

Install the PostgreSQL database engine and pgAdmin on your local Windows machine, set a simple superuser password, and connect to the default Postgres database using pgAdmin.

Learn to create a table in PostgreSQL using the query tool, run create table and insert into commands, and verify data with select queries before integrating with Alteryx.

Import a database table into Alteryx using the input data tool, configure an ODBC PostgreSQL connection, and load the public.store_sales data to run your workflow.

Write transformed data back to a PostgreSQL database using the output data tool, create or overwrite a table in the public schema, and summarize by month name and weekly sales.

Connect in-database tools to a Postgres database via generic ODBC, run queries on the server to leverage its power, browse tables, and enable caching for faster results.

Leverage the filter in db tool to run a database level filter using SQL syntax, selecting records with record ID greater than five and previewing results with the browse tool.

Apply a formula in the in-database context to update an existing field, doubling weekly sales by entering an expression or using existing columns, then run to verify.

Learn to use the select tool to rename fields and drop unwanted columns, run the workflow, and troubleshoot tool connections when combining tools in an Alteryx workflow.

Learn to union data from two store tables in Alteryx using the union in-db tool, create a second table with SQL, and configure auto configuration by name or position.

Learn how to use the join in db tool to append fields from a related store info table, using inner, left outer, right outer, and full outer joins.

combine non-database data with database tools by converting a standard data source into a database data stream, configure a temporary table, and link inputs to improve performance.

Transform an IMDb stream into a standard data stream with the data stream out tool, outputting results to an Excel sheet via a browse tool and standard data output.

Connect the IMDb data stream to a write data in database tool, choose append, overwrite, or create new, name the table sales store info, and verify results in the database.