Alteryx Analytics

Product Training


Alteryx offers a variety of ways to learn and develop your skills with both the Designer Desktop and Server. Users can choose from a variety of ways to familiarize yourself with the Alteryx technology via traditional classroom training, Virtual training classes and On demand Videos designed to quickly provide a business analyst with the tools to solve business challenges in hours and minutes versus days and weeks.

On Demand Videos and Exercises (Free)


Get the most out of Alteryx Designer Desktop by taking advantage of our free on-demand training videos. This library features free recordings of our training webinars, each focusing on a specific task or functionality. Each session is available as a streamed video allowing you to enhance your Alteryx skills where and when you choose.

Virtual Training (Free)


Users can participate in instructor led courses that cover a variety to topics from getting started with Alteryx to advanced predictive analytics. These courses focus on practical use cases geared to illustrate how to use individual tools in Alteryx to construct an analytical solution.

Classroom Training


Users can attend an instructor led training sessions geared to rapidly educate and acclimated new users to the Alteryx platform. In addition to traditional classroom led training, users will also get hands on experience with solving practical business problems across the retail, telecommunication and marketing services verticals.

For those wanting a custom or onsite training delivery, we will also come to you! For $2500/day plus travel and expenses, we will provide a trainer at your location for up to 12 trainees and will work with you to develop an agenda that best meets your needs.

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 videoTouring Designer (3:34)

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

Learn to:

  • Connect tools
  • Open Help and access windows
  • Understand tool functions

 

Step 2

Watch a videoPreparing Data (5:12)

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:

  • Set data types manually
  • Remove fields from the data stream
  • Rename fields for processing and output
  • View data in the workflow
  • Connect to data sources

 

Step 3

Watch a videoFiltering Data (3:50)

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:

  • Remove records that are less than a value
  • Order records from highest to lowest
  • View data in the workflow
  • Connect to data sources

 

Step 4

Watch a videoData Blending (4:44)

Read about the tools and processData Blending for Dummies

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

Learn to:

  • Change the field data type
  • Group and aggregate data
  • Filter data
  • Join records on a common identifier
  • Sort records
  • View data in the workflow
  • Connect to data sources

 

Step 5

Watch a videoAnalyzing Data (7:56)

Read about the tools and processPredictive Analytics for Dummies

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

Learn to:

  • Create discretized groups
  • Label records
  • Remove fields from the data stream
  • Rename fields for processing and output
  • View data in the workflow
  • Connect to data sources

Download the answers for the Getting Started Challenge questions.

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On Demand Product Training Videos


Please see the Alteryx Help within the product or visit the on-line Help documentation for more information on the features and tools covered in the videos below.

Level Title Category Length Details
1Beginner Connecting to Data Sources Managing Data 8:03 Access files, cloud sources, and relational databases.
1Beginner Using the Text to Columns Tool Data Parsing 3:40 Split delimited data into separate columns.
1Beginner Using the RegEx Tool Data Parsing 4:34 Split data based on a pattern (regular expression) into separate columns.
1Beginner Using the Formula Tool Data Parsing 5:41 Create new fields by extracting the characters from an existing field by position, using a substring, etc.
1Beginner Blending Data Overview Data Blending 8:44 Use keys and spatial proximity to combine data sets.
1Beginner Combining Data by Column Name Data Blending 1:53 Use the Union tool to create one data set from multiple sources that have fields with the same names.
1Beginner Combining Data by Column Position Data Blending 2:25 Use the Union tool to create one data set from multiple sources that have the same field order.
1Beginner Combine Data with Different Fields and Headings Data Blending 3:19 Use the Union tool to create one data set from multiple sources that have different field names and field positions with varying data types.
1Beginner Join Two data sets using Key Fields Data Blending 3:43 Use the Join tool to merge two data sets based on a common identifier.
1Beginner Blending Memory Considerations Data Blending 3:52 Reduce the amount of time that processing takes when blending data.
1Beginner Join Multiple Data Streams on Key Fields Data Blending 3:15 Use the Multi-Join tool to merge three or more data sets with the same key field.
2Intermediate Parsing JSON Data Data Parsing 6:06 Create an Alteryx table from downloaded JSON data.
2Intermediate Downloading JSON Managing Data 2:50 Connect to a Web API and download data.
2Intermediate Merge Lists using Fuzzy Matching Data Blending 10:36 Basic introduction to finding duplicate records between two data sets using the Fuzzy Matching tool.
2Intermediate Drive Time and Geocoding Engines Geocoding 9:27 Create spatial points and calculate drive times between points.
2Intermediate Allocate Engine Demographics 5:23 Enrich datasets with third-party content from Experian and Census data.
2Intermediate Calgary Engine Managing Data
5:54 Set a Calgary database to use with Alteryx Designer to enable rapid retrival of large scale static datasets.
2Intermediate Regression Analysis Analytics 7:21 Estimate the relationship between variables and relate target variables to predictor variables..
2Intermediate Architecture Application 6:50 Overview of the basic architecture for the Alteryx Analytical Gallery.
2Intermediate Market Basket Analysis and AB Testing Analytics 11:17 Understand the relationship between purchased items and interpret results for future ads and product placement. Compare test locations against control locations.
2Intermediate Clustering and Means Analysis Analytics 11:13 Create logical groups based on variable relationships to develop understanding characteristic of customers, locations or products.
2Intermediate Time Series Tools Predictive 9:10 Perform forecasting based on past observations within the data set.
3Advanced Standard Macros Macro 8:51 Encapsulate a repeatable process into a single that can run in another Alteryx workflow.
3Advanced Batch Macros Macro 7:36 Process groups of records using varying logic for each set of records.
3Advanced Iterative Macros Macro 10:28 Loop records through a process until a condition is met.
3Advanced Location Optimization Macro Macro 10:38 Run multiple iterations of a process on a set of records to determine the best locations to add or remove from an existing location network.
3Advanced Analytical Application (App) Development Application 9:49 Share workflows with non-Designer users and allow them to run and process data, including change parameters through the Alteryx Gallery.

Questions? Send an email to our training team

Upcoming Sessions


Title Type Level Date Registration Link
Alteryx Essentials Essentials Basic May 26 - 1:00 - 2:00 PM Eastern Register now
 

Past Sessions


Title Type Level Date Duration
Alteryx Essentials Essentials Basic December 1, 2014 59 minutes
Parsing Use Case Intermediate October 27, 2014 34 minutes
Predictive Analytics, Part 1: Data Prep and Investigation Predictive Intermediate January 7, 2015 61 minutes
Predictive Analytics, Part 2: Regression Modeling Predictive Intermediate January 14, 2015 56 minutes
Predictive Analytics, Part 3: Cluster Analysis Predictive Intermediate January 21, 2015 60 minutes
Predictive Analytics, Part 4: Time Series Predictive Intermediate January 28, 2015 28 minutes
Fuzzy Matching Use Case Advanced December 15, 2014 50 minutes

 


Course Descriptions

Alteryx Essentials


Prerequisites: None
Target audience: Beginner
Cost: Free
Duration: 1 hour webinar

Automate your data processes with the power of Alteryx. This virtual course will provide you with the necessary tools to get started building your own analytic processes with the Alteryx Designer Desktop.

You'll learn how to:

  • Build your own data processes
  • Utilize all of the commonly used tools
  • Parse and transform your data for use in visual analytic applications

Tool sets/processes covered:

  • Favorites
  • Text to Columns
  • Transpose and Crosstab

 

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Alteryx Predictive Analytics


Prerequisites: Students should be comfortable building basic Alteryx workflows. Some familiarity with statistical analysis and model development is helpful.
Cost: Free
Duration: Four, 1 hour webinars

Do you know the difference between "categorical" and "continuous" variables? Are you familiar with "p-values" and why they're important? Does the term "least-squares" mean anything to you? Have you performed cluster analysis? If so, this class is for you.

See how the Alteryx Predictive Tools enable you to create powerful predictive analytics workflows without the need to write formulas or code. Perform data investigation, predictive modeling, cluster analysis and time series analysis using the simple drag and drop Alteryx interface.

This course is divided into four one hour virtual training sessions. There is one session per week over the four weeks of the course. Please register for each session you wish to attend.

Session 1: Data Prep and Investigation

Understanding your data is vital before modeling. The majority of time spent on predictive analytics is often on getting data ready and understanding its relationships. In this session you'll:

  • Learn best practices for prepping your model data
  • Analyze your data to identify key relationships

Session 2: Regression Modeling

Once your data is ready there are a variety of modeling techniques available depending on the data type. In this session you'll:

  • Create sample sets to develop and validate your models
  • Develop models using linear, logistic and decision tree analyses
  • Score you model to determine accuracy

Session 3: Cluster Analysis

Which of you customers are similar to other customers? Which of your stores have similar demographics in the surround area? In this session you'll:

  • Use Principal Components to reduce dimensionality
  • Use K-Means Clustering to determine the number of clusters and which records belong in each cluster.

Session 4: Time Series

Data that is time based (values collected over a year for example) has an order which needs to be accounted for. There are several methods available to model and forecast time series. In this session you'll:

  • Learn the difference between ARIMA and ETS modeling
  • Forecast Time Series
  • Compare Time Series Models

 

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Use Cases


Prerequisites: None
Target audience: Beginner to Intermediate
Cost: Free
Duration: 1 hour webinar

In this session an Alteryx Solutions Engineer will educate users on how to build an analytical solution leveraging the Alteryx platform to solve common organizational use cases specific to data preparation and parsing, spatial analytics or predictive analytics.

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Dates Time Course Location Seats Registration Link
June 16-17 9:00 – 4:00 Pacific Alteryx Fundamentals Irvine 12 FULL
June 18 9:00 – 4:00 Pacific Advanced Data Analysis Irvine 12 Register now
July 21-22 9:00 – 4:00 Central Alteryx Fundamentals Naperville 12 Register now
July 23 9:00 – 4:00 Central Advanced Data Analysis Naperville 12 Register now
Aug 11-12 9:00 – 4:00 Pacific Alteryx Fundamentals Irvine 12 Register now
Aug 13 9:00 – 4:00 Pacific Advanced Data Analysis Irvine 12 Register now

There will be a one hour break for lunch on your own and beverages are available throughout the day. Dress code is casual.

Send an email to our training team


Alteryx Fundamentals


Prerequisites: None
Target audience: Beginner
Cost: $1495
Duration: 2 days

Whether you are new to Alteryx or simply need a refresher on basic functionality, this session is for you! This 2-day course will give you the building blocks necessary to create powerful, agile business intelligence processes inside of Alteryx.

You'll learn how to:

  • Build your own data processes
  • Utilize all of the commonly used tools
  • Perform spatial processing
  • Generate customized reports
  • Automate modules for deployment throughout your organization

Tool sets/processes covered:

  • Favorites
  • Spatial analysis
  • Demographic retrieval
  • Reporting/presentation
  • Analytic Apps and Gallery

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Advanced Data Analysis


Prerequisites: Basic understanding of module development/Alteryx fundamentals course
Target audience: Intermediate/Advanced users
Cost: $795
Duration: 1 day

Take your data analysis to the next level! This 1-day course will build on basic concepts and teach you how to leverage some of the advanced data processing capabilities available within Alteryx. This course is dedicated to data builders with advanced data processing needs.

You'll learn how to:

  • Dynamically affect data processes
  • Utilize regular expressions to parse data
  • Join data sets based on fuzzy methodology
  • Generate and consume list count retrieval databases for faster large-volume list count retrieval

Tool sets/processes covered:

  • Dynamic tools
  • Regular expressions
  • Multi-row and multi-field formula tools
  • Fuzzy matching
  • List count retrieval

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Alteryx Predictive Analytics – Essentials lab


Prerequisites: Alteryx Fundamentals and interest in statistical analysis/model development
Target audience: Intermediate
Cost: $1495 - Book purchase is also required
Duration: 2 Days

Are you ready to take the next step in your business decisions by applying predictive analytics? Do you have data related to your business, but can't tell if it is relevant? Do you know if that data needs cleansing and if so, how to do it? If you are full of questions about how to utilize the Predictive Analytics capabilities inside of Alteryx, this class is for you. Learn how to utilize pre-packaged macros, built with R, for specific analytics such as data investigation and predictive modeling. This course is a hands-on deep dive of our virtual Predictive Essentials training course and will walk those unfamiliar with statistical and modeling concepts through the step-by-step process of incorporating these types of analyses into a simple drag and drop Alteryx workflow.

You'll learn how to:

  • Analyze your data to identify key relationships
  • Prep your model data
  • Develop models using linear, logistic, decision tree and forest analyses
  • Perform cluster analysis

Tool sets/processes covered:

  • Data Investigation
  • Data Preparation
  • Linear Regression
  • Logistic Regression
  • Decision Trees
  • Forest Model
  • Principal Components
  • K-Centroids Clustering

Required reading: A syllabus of reading assignments will be administered. All required reading will come from the book Customer and Business Analytics: Applied Data Mining for Business Decision Making Using R co-authored by Dr. Dan Putler, our Resident Data Artisan. It is available for purchase in print or Kindle format through Amazon: Customer and Business Analytics at Amazon.com


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