2016-Alteryx - Training Courses

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alteryx designer This course covers Alteryx Designer for new and intermediate Alteryx users. It introduces the User Interface and works through core Alteryx capability, introducing many tools with which you use to x and analyse your data and prepare it for visualisation. The lessons are organised into modules that provide conceptual information, follow me, how-to steps, tutorials on each subject along with handy tips to make using Alteryx easier. easier.

Audience: • Data Analysts who wish to explore their data and answer their business questions. • IT sta who want to validate data quickly and collaboratively with business. • Participants may have experience with Excel or a traditional BI tool but little experience experience in connecting to data stored in dierent ways or in Data Discovery tools. Approach: Tell Me, I’ll Forget; Show Me, I’ll Remember; Let Me Do It, I’ll Understand Business Needs: • Do you need to join data from dierent sources? sources? • Do you need to clean and restructure data to get it into the right format? • Do you want to create a report which includes text, graphs and maps? • Do you want to perform spatial analysis and see your metrics of interest on a map? • Do you need to use Regular Expressions to parse data? • Do all of your users have Alteryx Designer? If not not you can create and publish Analytic Applications which your licensed users can run in a web browser. • Do you need to email the results of your workow?

COURSE CONTENT CONTENT:: Alteryx Designer UI

• Windows Menu

• Tool Palettes

• Favorites Palette

• Conguration

• Workow Canvas Restructure your data

Split data, skip records, use a record as eld headings, pivot and unpivot data and trim and split elds using: • Comment

• Input Data

• Sample

• Dynamic Rename

• Tool Contain Container er

• Text to Columns

• Select

• Transpose

• Filter

• Cross Tab

• Auto Field

• Formula

• Output Data Join data from dierent sources:

Join two tables from the same database, join the result to an Excel spreadsheet and view the output as a Pivot Table Table in Excel using: • Comment

• Input Data

• Auto Field

• Formula



Create static reporting:

Create a report including maps, charts and text all on the same page using: • Sort

• Table

• Render

• Charting

• Report Map

• Layout

• Report Text

• Date Time Now

• Append Field Perform spatial analysis:

Specify a trade area, match customers within the trade area to the nearest store and draw a map showing the store trade area and the customers using: • Create Points

• Trade Area

• Spatial Match

• Distance

• Find Nearest

• Spatial Info

Parsing data with regular expressions:

Use REGEX to parse input data to create a new eld, lter by a parsed REGEX expression, split a eld into multiple elds, select and ignore elds, apply a sequence number to all rows, create spatial points, output as a Tableau Data Extract, create a polyline from the spatial points and browse the nal result using: • Multi-Row Formula

• Record ID

• Poly-Build See your metrics of interest on a map:

Join Postal Area data and Australian Census Basic Community Prole data, include State and Local Government Area (LGA) information and use an Alteryx macro to convert the polygon spatial data into points for Tableau using: • Polygon for Tableau macro Share workows with Analytic Apps:

Create an Alteryx analytic application so that end-users without Alteryx Designer can run a workow published to the Alteryx Public Gallery. Gallery. When running the app users will be able to supply input values at run time to modify the result using: • List Box

• Action

• Numeric Numeric Up Down

• Image

Exceeds KPI: Compare actuals to budgets, alert managers who exceed their threshold automatically by email and send an email to the person who ran the workow alerting them to the status using:

• Text Input

• Email



alteryx advanced This course will cover Alteryx Designer for intermediate and experienced Alteryx users who require more advanced features. The student is provided with data sources and hands-on exercises to cover the course content. The material provides tips throughout as well as challenges to allow the students to put into practice the concepts taught in each module.

Audience:

Anyone who currently works with or analyses analyses data, including business analysts, analysts, data analysts and developers. Approach: Tell Me, I’ll Forget; Show Me, I’ll Remember; Let Me Do It, I’ll Understand . Business Needs:

• Do you need to union data from multiple tabs of an Excel spreadsheet? • Do you need to match customer and master customer data? • Do you need to use the PSMA Geocoded National Address Files which include roads, cadastre parcels, administrative boundaries, features of interest, etc. now that the data has been made public? • Do you have wide data, such as survey data, that needs to be rearranged for use in a BI tool? • Do you need to extract data from a website? • Do you have data in PDF PDF,, Word, Word, Text or other format format and need need to extract key words or phrases? • Do you need to know the drive time proximity of customers to your business? • Do you have the need to reuse multiple Alteryx tools? If so it would be best to create a Macro! • Do you want to understand Time Series Forecasting and Predictive Analytics?

COURSE CONTENT CONTENT:: Combine data from multiple Excel tabs:

The following Alteryx tools are introduced as a part of selecting data from multiple Excel tabs, combining the data and outputting to a new Excel spreadsheet: • Text Input

• Dynamic Input

• Output Data

• Summarize

• Sort Fuzzy Match & G-NAF:

Introduces Alteryx Alteryx tools to match customer data against a master list of customers and use G-NAF data les: • Input Data

• Browse

• Union

• Fuzzy Match

• Unique

• Join

• Select

• Filter

• Formula

• Auto Field

Survey Data: The following Alteryx tools are introduced to manipulate column data into row data for a BI tool:

• Tool Container

• Transpose

• Text To Columns

• Output Data (to Qlik View)



Parse with DocToText:

Read les in dierent formats e.g. PDF, Word and TXT, TXT, split the data into single words and compare to a list of keywords introducing: • Directory

• Append Fields

• Comment

• Run Command

• Multi-Row Formula Drive Time:

Find drive time for store / warehouse proximity introducing: • Find Nearest

• Trade Area

• Spatial Process

• Report Map

• Render

• Layout

• Report Text

• Basic Table

• Date Time Now Identify demographics of interest:

Download data and use JSON Parse to prepare the data for use i ntroducing these Alteryx tools: • JSON Parse

• Cross Tab

• Create Points

• Spatial Info

• Spatial Match

• Tableau Polygon

Macro:

Introduces you to the concept of creating and using Macros in Alteryx using these Alteryx Alteryx tools: • Macro Input

• Detour

• Detour End

• Macro Output

• Check Box Time Series Forecasting:

Illustrates how to use several of the univariate times series tools to build, verify and make forecasts in Alteryx: Alteryx: • Record ID

• ETS

• ARIMA

• TS Compare

• TS Forecast Predictive:

Investigate your data by visualisation, predict likelihood of donation and score before deciding on the number of university new donors to target with a donation campaign. This introduces the following Alteryx tools: • Create Samples

• Decision Tree

• Lift Chart

• Score

2016-Alteryx - Training Courses

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