Alteryx for Beginners

Video description

Do you want to perform data cleansing and data analysis at jet speed? This course will show you how you can make data cleaning and data analysis a smooth and less time-consuming task using Alteryx.

The course starts with an introduction to Alteryx, explaining its installation process and user interface. Next, you will learn how to get data and update existing data from Excel and Comma Separated Value (CSV) files using the In/Out tool in Alteryx. Moving along, you will learn to use the Preparation tab for data cleansing and filtering and find out the role of the Join tab in Alteryx.

Next, you will learn to work with the Parse and Transform tabs and learn how to use the Reporting tab in Alteryx. Finally, you will study the tools under the Documentation tab, such as comment, explorer, and container, and go through some interesting case studies to encapsulate your learning.

By the end of this course, you will be able to use Alteryx for your data cleaning and data analysis needs in the real world.

What You Will Learn

  • Get and append data in Alteryx from various data sources
  • Understand techniques to append data from the same data source
  • Discover how to merge data using joins
  • Clean data for business intelligence tools
  • Create data visualization with the help of an interactive chart tool
  • Use the RegEx tool to parse, match, or replace data


If you are someone who works with data regularly and is constantly looking for a tool that will help you perform data cleaning and data analysis quickly and easily, this course is for you. This course teaches Alteryx from scratch; however, a basic understanding of Excel VLOOKUP, functions, and formulas, along with some knowledge of Joins, would be helpful.

About The Author

Pavan Lalwani: Pavan Lalwani is a highly skilled and self-motivated trainer who has expertise in various business intelligence tools, such as Power BI, Tableau, and Microsoft Excel. He has 10 years of experience in training individuals in different industry sectors, such as banking, finance, healthcare, IT, automobile, manufacturing, and pharmaceutical. His major clients include Mercedes-Benz, Loreal, IBM, L&T, Wipro, Bajaj Finance, ITC, DHL, Deutsche Bank, Yes Bank, Mahindra, Morgan Stanley, and Deloitte, among others that are spread across the globe.

He believes in providing end-to-end solutions through his training videos and is himself responsible for designing the course content, quizzes, online training, clarifying doubts, and any additional help required.

Publisher resources

Download Example Code

Table of contents

  1. Chapter 1 : Introduction to the Course
    1. Introduction to Alteryx
    2. Downloading and Installing Alteryx
    3. User Interface of Alteryx
  2. Chapter 2 : Import and Export
    1. Introduction to Import and Export
    2. Naming Conventions
    3. Import Excel File
    4. Configuration and Results
    5. Importing CSV File
    6. Save and Open Workflow
    7. Combine Bulk CSV Files
    8. Import CSV from Nested Folders
    9. Export Files to Excel
    10. Export Files to CSV
    11. Browse Tool
    12. Importing Text File
    13. Text Input Tool
    14. Directory Tool
    15. Date Time Now Tool
    16. Split One Excel Workbook into 100 CSV Files
    17. Split One Excel File into Multiple Excel Files
  3. Chapter 3 : Basic Data Preparation Tools
    1. Introduction to Basic Data Preparation Tools
    2. Sorting Tool
    3. Removing Duplicates
    4. Select Tool
    5. Auto Field
    6. Record ID Tool
  4. Chapter 4 : Other Data Preparation Tools and Advanced Cleaning Tools
    1. Introduction to the section
    2. Data Cleansing Tool - Part 1
    3. Data Cleansing Tool - Part 2
    4. Select Records
    5. Samples Tool
    6. Create Samples
    7. Random percent Sample
    8. Imputation [Find and Replace]
    9. Generate Rows
    10. Tile Tool
  5. Chapter 5 : Filters and Functions
    1. Introduction to Filters and Functions
    2. Single Filter
    3. Multiple Filters
    4. Text Functions - 1
    5. Text Functions - 2
    6. Date Functions - 1
    7. Date Functions - 2
    8. Conditional Functions
    9. Number Functions
    10. Multi-Field Binning
    11. Multi Row Formula
    12. Multi-Field Formula
  6. Chapter 6 : Alteryx Joins
    1. Introduction to Joins
    2. Union [BY NAMES]
    3. Joins [3 Types]
    4. Joins [Derived VLOOKUP]
    5. Multiple Joins [Different Sheets]
    6. Append Fields - Ex 1
    7. Append Fields - Ex 2
    8. Find and Replace
    9. Fuzzy Match
  7. Chapter 7 : Alteryx Parse
    1. Introduction to Parse Tab
    2. DateTime Tool
    3. Text to Columns - Ex 1
    4. Text to Columns - Ex 2
    5. Regular Expression - Ex 1
    6. Regular Expression - Ex 2
  8. Chapter 8 : Alteryx Transform Tab
    1. Introduction to Transform Tab
    2. Count Records
    3. Summarize Tool
    4. Running Total
    5. Transpose
    6. Cross Tab
    7. Weighted Average
    8. Arrange Tool
  9. Chapter 9 : Alteryx Reporting Tab
    1. Introduction to Reporting Tab
    2. Creating a Basic Table
    3. Table Configuration
    4. Conditional Formatting in Table
    5. Default Table Settings
    6. Creating a Pie Chart
    7. Creating a Bar Chart
    8. Side by Side Bar Chart
    9. Report Text
    10. Chart Formatting - Part 1
    11. Chart Formatting - Part 2
    12. Donut Chart
    13. Horizontal Layout
    14. Vertical Layout
    15. Report Headers
    16. Report Footers
    17. Render - Part 1
    18. Render - Part 2
  10. Chapter 10 : Alteryx Documentation Tab
    1. Documentation Tab
    2. Tool Container
    3. Comment Box
    4. Explorer Box
  11. Chapter 11 : Alteryx Spatial
    1. Introduction to Spatial
    2. Spatial Objects Introduction
    3. Create Points
    4. Poly Build Tool
    5. Create Points [Map of India]
    6. Creating Points [My Coordinates]
    7. Trade Area
    8. Distance
    9. Find Nearest
  12. Chapter 12 : Alteryx Help
    1. Introduction to Help
    2. Search Help
    3. Free Webinars
    4. Weekly Challenge
    5. Certification
  13. Chapter 13 : Alteryx Case Studies
    1. Introduction to Case Studies
    2. Case Study 1 - Combine 48 CSV Files into One Excel File
    3. Case Study 2 - Split Combined Data into Multiple PDF Files
    4. Case Study 3 - Splitting Combined Data into Multiple PNG PPT Files
    5. Case Study 4 - Split Combined Data into Multiple Excel Files
    6. Case Study 5 - Combine Multiple Excel Files into One

Product information

  • Title: Alteryx for Beginners
  • Author(s): Pavan Lalwani
  • Release date: January 2021
  • Publisher(s): Packt Publishing
  • ISBN: 9781801073363