Alteryx Analytics

Training: Getting Started


First time or beginning user? Learn about Alteryx and key data skills (prepare, blend, filter and analyze data). Watch a short video, read about the tools/process and then complete an exercise to try what you just learned.


Getting Started


Follow these steps to learn the basics of the Alteryx Designer Favorites tools.

Watch a videoWatch a video

Read about the tools and processRead about the tools and process

Complete an exercise that tests your understandingComplete an exercise that tests your understanding

 

Steps


Step 1

Watch a videoTour of Alteryx Designer (6:32)

Read about the tools and processUnderstanding the User Environment and Alteryx Settings

Learn to:

  • Drag and connect tools
  • Change tool functions
  • Build your first workflow

 

Step 2

Watch a videoPreparing Data (4:05)

Read about the tools and processUsing the Select tool to rename fields, change the data type, and remove from data set

Complete an exercise that tests your understandingSet field types, rename fields, and remove fields

Learn to:

  • Connect to data sources
  • Set data field types
  • Remove and rename fields
  • Browse the initial results

 

Step 3

Watch a videoFiltering Data (4:54)

Read about the tools and processFiltering Using String Data

Complete an exercise that tests your understandingFind records with scores between 25 and 75, and sort from highest to lowest

Learn to:

  • Filter records from your data
  • See how all records fit the filter
  • Sort records from highest to lowest

 

Step 4

Watch a videoBlending Data (5:44)

Read about the tools and processData Blending for Dummies

Complete an exercise that tests your understandingFind customer with 10 or more transactions

Learn to:

  • Identify common data fields
  • Join data on common fields
  • Group and aggregate data

 

Step 5

Watch a videoAnalyzing Data (6:53)

Read about the tools and processTools in Alteryx Designer

Complete an exercise that tests your understandingFind number of customers with above average sales

Learn to:

  • Group data by criteria
  • Create fields from other data
  • Discover trends in your data

Download the answers for the Getting Started Challenge questions.

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