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Learning Alteryx

Book Description

Implement your Business Intelligence solutions without any coding - by leveraging the power of the Alteryx platform

About This Book

  • Experience the power of codeless analytics using Alteryx, a leading Business Intelligence tool
  • Uncover hidden trends and valuable insights from your data across different sources and make accurate predictions
  • Includes real-world examples to put your understanding of the features in Alteryx to practical use

Who This Book Is For

This book is for aspiring data professionals who want to learn and implement self-service analytics from scratch, without any coding. Those who have some experience with Alteryx and want to gain more proficiency will also find this book to be useful. A basic understanding of the data science concepts is all you need to get started with this book.

What You Will Learn

  • Create efficient workflows with Alteryx to answer complex business questions
  • Learn how to speed up the cleansing, data preparing, and shaping process
  • Blend and join data into a single dataset for self-service analysis
  • Write advanced expressions in Alteryx leading to an optimal workflow for efficient processing of huge data
  • Develop high-quality, data-driven reports to improve consistency in reporting and analysis
  • Explore the flexibility of macros by automating analytic processes
  • Apply predictive analytics from spatial, demographic, and behavioral analysis and quickly publish, schedule
  • Share your workflows and insights with relevant stakeholders

In Detail

Alteryx, as a leading data blending and advanced data analytics platform, has taken self-service data analytics to the next level. Companies worldwide often find themselves struggling to prepare and blend massive datasets that are time-consuming for analysts. Alteryx solves these problems with a repeatable workflow designed to quickly clean, prepare, blend, and join your data in a seamless manner.

This book will set you on a self-service data analytics journey that will help you create efficient workflows using Alteryx, without any coding involved. It will empower you and your organization to take well-informed decisions with the help of deeper business insights from the data.Starting with the fundamentals of using Alteryx such as data preparation and blending, you will delve into the more advanced concepts such as performing predictive analytics. You will also learn how to use Alteryx's features to share the insights gained with the relevant decision makers. To ensure consistency, we will be using data from the Healthcare domain throughout this book.

The knowledge you gain from this book will guide you to solve real-life problems related to Business Intelligence confidently. Whether you are a novice with Alteryx or an experienced data analyst keen to explore Alteryx's self-service analytics features, this book will be the perfect companion for you.

Style and approach

Comprehensive, step by step guide filled with real-world examples to step through the complex business questions using one of the leading data analytics platform.

Downloading the example code for this book You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the files e-mailed directly to you.

Table of Contents

  1. Preface
    1. What this book covers
    2. What you need for this book
    3. Who this book is for
    4. Conventions
    5. Reader feedback
    6. Customer support
      1. Downloading the color images of this book
      2. Errata
      3. Piracy
      4. Questions
  2. Getting Started with Alteryx
    1. Installation and setup
    2. The Alteryx Designer architecture
    3. Introduction to Alteryx Designer
    4. An overview of the workflow configurations
    5. Exploring the Tool Palettes
    6. The Favorites tools
    7. Summary
  3. Workflow Optimization
    1. Resource optimization and speed processing
      1. Resource optimization
        1. Resource optimization best practices
      2. Speed processing
    2. Performance Profiling
    3. Connecting to data
      1. Input Data
      2. Text Input
      3. Map Input
      4. Connect In-DB
    4. Alteryx file types
    5. Summary
  4. Data Preparation and Blending
    1. Data preparation
    2. Data cleansing
    3. Filtering
    4. Join and union
      1. Join
      2. Join multiple
      3. Union
    5. Summary
  5. Writing Fast and Accurate Expressions
    1. Formula
    2. Multi-Row Formula
    3. Multi-Field Formula
    4. Summary
  6. Transforming Data
    1. Transforming data
    2. Summarizing and aggregating data
    3. Running total
    4. Weighted average
    5. Summary
  7. Data Parsing Techniques
    1. Text to columns
    2. Converting strings to dates and dates to strings
    3. Regular expressions
    4. Summary
  8. Creating Data-Driven Custom Reports
    1. Data Table
    2. Charting
    3. Reporting layout
    4. Sharing the report
    5. Summary
  9. Using Macros in Workflows
    1. Standard Macro
    2. Batch Macro
    3. Summary
  10. Sharing Your Insights
    1. Alteryx Server
      1. Enterprise scalability
        1. Ultimate flexibility and scalability
        2. Scheduling and automating workflow execution to deliver data whenever and wherever you want
      2. Sharing and collaboration 
      3. Analytic governance 
    2. Alteryx Analytics Gallery 
    3. Summary 
  11. Best Practices
    1. The ultimate guide to workflow design
      1. Workflow layout
      2. Autosave workflows
      3. Data profile information
      4. Explorer box
    2. Tips and tricks
      1. Browse data
      2. Data organization
      3. Tool alignment
      4. Time savers
    3. Summary