Alteryx Analytics

Self-Paced Training


Self-paced training videos, content, and exercises geared to rapidly educate and acclimate new users to the Alteryx platform. Users get hands on experience with solving practical business problems. This is the same program that new Alteryx associates use to learn our platform.


Prerequisites  |  Beginner  |  Intermediate  |  Advanced




Prerequisites


Install Alteryx Designer

  • Download Alteryx Designer and request a trial license. During the installation, select the option to install the predictive tools and corresponding R packages.

 

Download the training exercises and solutions

 

Create an account on the Alteryx Community site

  • The Alteryx Community is a great place to search for answers to common challenges, as well as post questions about any exercise.

 

Complete the Getting Started training

  • Visit the Getting Started section to watch a short collection of videos, read about the tools/process and then complete an exercise to try what you just learned.

 

Beginner Functionality

Average Time to Complete 6 - 11 hours

By completing these exercises, users will be able to:

  • Read and write data to and from multiple sources, including Microsoft Excel, CSV files, and databases
  • Parse data from multiple data sources
  • Use all of the tools in the Favorites toolset
  • Use formulas built with the Formula, Multi-Row Formula, and Multi-Field Formula tools

 

Step 1: Reading, Blending and Writing Data with Alteryx Designer

Duration: 1 hour

Learn to:

  • Load data from multiple sources
  • Join data sets
  • Write to multiple data files, grouped by key fields

Watch a videoWatch:

Read about the tools and processRead:

Complete an exercise that tests your understandingExercise:

Beginner_Step1_DataBlending

Description: A company has 3 disparate sources of data that have common identifiers between them. The analysts would like to blend all 3 data sources and create 15 unique outputs for each product group by region.

 

Step 2: Parsing Data with Alteryx Designer

Duration: 1 hour

Learn to:

  • Format data sets
  • Find and replace delimiters
  • Split fields into multiple columns

Watch a videoWatch:

Read about the tools and processRead:

Complete an exercise that tests your understandingExercise:

Beginner_Step2_DataParsing

Description: Parse a data set for superfluous delimiters (double- and/or single-quotes) and then format the data to meet required specifications.

 

Step 3: Preparing Data containing Date/Time fields with Alteryx Designer

Duration: 1-3 hours

Learn to:

  • Using conditional statements in formulas
  • Format Date/Time fields
  • Use values from previous/subsequent rows in formulas

Watch a videoWatch:

Read about the tools and processRead:

Complete an exercise that tests your understandingExercise:

Beginner_Step3_DataPrep_DateFormat_I

Description: A company system outputs dates formatted as strings, where the first two number of the year are represented by a 0 or 1, but needs to reformat the values into date format for further processing. For example, the date value of 1040202 needs to be converted into 2004-02-02. Convert the system generated date values to dates in yyyy-mm-dd format.

Beginner_Step3_DataPrep_DateFormat_II

Description: A company needs to reformat a three digit month/year flag in a data asset they received for a consulting project. For example, F07 should be 2 columns where month is Feb and year is 07. Convert the three digit flags into appropriate month and year fields.

 

Step 4: Performing Analytics with Alteryx Designer

Duration: 1-3 hours

Learn to:

  • Summarize data by groups
  • Sort data
  • Extract a specified portion of records from the data
  • Pivot the orientation of a data table

Watch a videoWatch:

Read about the tools and processRead:

Complete an exercise that tests your understandingExercise:

Beginner_Step4_AnalyticsRanking

Description: Determine the top 5 individuals based on total count of transactions. There are several with same count in the record (similar to a golf leaderboard). For example, 5 people can be in second place with the same score, etc.

Beginner_Step4_AnalyticsRollingAverage

Description: The goal is to create 3 and 6 month running averages for the values contained in columns: Num1 – Num6 by Category.

 

Step 5: Review Exercise

Duration: 1-3 hours

Learn to:

  • Append multiple data streams into one unified stream

Watch a videoWatch:

Read about the tools and processRead:

Complete an exercise that tests your understandingExercise:

Beginner_Step5_DataCleansing

Description: Update multiple fields (e.g. remove leading zeroes, trim fields, remove suffixes, etc.) in a data source to prepare data for analytics. See exercise for details.

Intermediate Functionality

Average Time to Complete 12 - 28 hours

By completing these exercises, users will be able to:

  • Understand basics around XML parsing and regex
  • Build a Fuzzy Matching process
  • Build basic predictive time series forecasting workflows
  • Build a basic report using the Alteryx Designer reporting tools
  • Build standard macros for use in Alteryx workflows
  • Build a basic analytical app with Alteryx Designer to be used by line-of-business users
  • Build basic spatial analytics workflows

 

Step 1: Preparing an XML document for Analysis

Duration: 1-2 hours

Learn to:

  • Parse XML files into individual fields

Watch a videoWatch:

XML Parsing (45:00)

Read about the tools and processRead:

Complete an exercise that tests your understandingExercise:

Intermediate_Step1_XMLParsing

Description: A company receives customer purchase and shipping data on a weekly level based on web and catalog purchases. The company would like to analyze their customers and produce a profile by market by SKU. The challenge is that the data feed contains XML that needs to be parsed in order effectively analyze the data. Parse the XML data into 26 unique fields in order to analyze the data.

 

Step 2: Preparing Data using RegEx

Duration: 2-6 hours

Learn to:

  • Use Regular Expressions for data parsing
  • Dynamically rename fields

Watch a videoWatch:

Read about the tools and processRead:

Complete an exercise that tests your understandingExercise:

Intermediate_Step2_RegExSocialMedia

Description: A company would like to capture how many hash tags are captured in social media sources. Your goal is to build a workflow to determine what hashtags are referenced in each string, and summarize the number of times each hashtag is referenced. You need to represent this detail in a cross tab view grouped by hash tag.

Intermediate_Step2_RegExAnalytics

Description: The numbers directly following XYZ. are dollar amounts for transactions directly tied to an individual. There can be multiple transactions per row. Summarize the transaction dollar amounts per row.

 

Step 3: Data Prep and Blending using Fuzzy Matching

Duration: 2-4 hours

Learn to:

  • Identify unique or duplicate records
  • Identify non-identical duplicates
  • Join an input with a large scale database using Calgary Tools

Watch a videoWatch:

Read about the tools and processRead:

Complete an exercise that tests your understandingExercise:

Intermediate_Step3_FuzzyMatching

Description: A company has a Master customer database that they append to on a regular basis. In this exercise, you need to identify the duplicate records that do not need to be appended to the Master Database because they already exist.

 

Step 4: Time Series Analytics

Duration: 1-2 hours

Learn to:
  • Introduction to ARIMA and ETS time series forecasting models
  • Forecast a specified number of future periods using ARIMA or ETS models

Watch a videoWatch:

Read about the tools and processRead:

Complete an exercise that tests your understandingExercise:

Intermediate_Step4_TimeSeries

Description: A retailer would like to forecast how many units of a particular product will be purchased from their locations based on a historical trend. The source data contains weekly data for 2012 and 2013 details how many units have been moved. Create a forecast for how many products will be sold over the next 6 weeks.

 

Step 5: Reporting in Alteryx

Duration: 1-3 hours

Learn to:

  • Create basic and pivot tables from input data for reports
  • Add text to reports and documents
  • Arrange reporting snippets
  • Create presentation quality reports in various formats

Watch a videoWatch:

Read about the tools and processRead:

Complete an exercise that tests your understandingExercise:

Intermediate_Step5_Reporting

Description: A company wants to automate the creation of an Excel report. They have provided the 3 snippets that they want to be included in the Excel file, along with an example report. Please replicate the Excel output with the input data.

 

Step 6: Standard Macro Creation in Alteryx

Duration: 1-2 hours

Learn to:

  • Create a workflow that can run as a single tool in another workflow
  • Create input parameters for passing data to a macro tool
  • Display output arrows on a macro tool

Watch a videoWatch:

Read about the tools and processRead:

Complete an exercise that tests your understandingExercise:

Intermediate_Step6_StandardMacros

Description: A customer has a need to convert date/time strings into a consistent date/time format. Examples of the different input formats include: 4/8/2015 4:00, 5/10/2015 13:00. Your job is to create a macro to effectively convert the data into a consistent date/time format and field type.

 

Step 7: Building Analytical Apps in Alteryx

Duration: 2-5 hours

Learn to:

  • Create Analytic App Workflows that can be run by consumers
  • Associate geographic coordinates (Lat/Lon) with addresses
  • Create point-type spatial objects for spatial processing
  • Append fields to every record of a data stream
  • Calculate the distance between two spatial points

Watch a videoWatch:

Read about the tools and processRead:

Complete an exercise that tests your understandingExercise:

Intermediate_Step7_AnalyticApps

Description: A company wants to understand how far away (both drive time and drive distance) their employees reside from their headquarters. Create an analytical app that enables a user to upload a series of points representing the locations of their employees. Produce a csv output that shows the pairing from HQ to Employee with the calculated drive time and drive distance.

Intermediate_Step7_SpatialAnalyticApps
NOTE: This exercise uses tools installed as part of the Spatial Data package. Therefore, spatial data is a requirement for completing this exercise.

Description: A company wants to understand how far away (both drive time and drive distance) their employees reside from their headquarters. Create an analytical app that provides the end user the option to enter the office address. Also, construct an interface that enables a user to upload a series of addresses or points representing the locations of their employees. Produce a csv output that shows the pairing from HQ to Employee with the calculated drive time and drive distance.

 

Step 8: Spatial Trade Area Development and Weighted Centroids

Duration: 2-4 hours

Learn to:

  • Take a group of spatial points to create a polygon to represent the group of points
  • Extract tabular information about a spatial object (e.g. Area in square miles)
  • Calculate weighted centroids of a population of spatial points

Watch a videoWatch:

Read about the tools and processRead:

Complete an exercise that tests your understandingExercise:

Intermediate_Step8_SpatialTradeArea

Description: Create a Trade Area that encapsulates 80% of the customer base who spend more than $10 and have had more than 1 visit for each store. The 80% should define the closest customers to the store location.

Intermediate_Step8_SpatialWeightedCentroid

Description: A company wants to construct trade areas based on the distance their customers reside from the weighted centroid of the customer population. Calculate the distance (straight line) from customer to centroid. Construct a trade area that is inclusive of all customers who reside within 2X the standard deviation of the distance to the centroid. Use the map tool to display the weighted centroid, customers and trade area boundary.

Advanced Functionality

Average Time to Complete 22 - 42 hours

By completing these exercises, users will be able to

  • Parse JSON Data
  • Perform regression analysis
  • Build an iterative macro
  • Build batch macros
  • Build advanced spatial workflows

 

Step 1: Parsing JSON data for Analytics

Duration: 1-2 hours


Learn to:

  • Retrieve data from a specified URL
  • Parse Java Script Object Notation (JSON) into a table schema

Watch a videoWatch:

Read about the tools and processRead:

Complete an exercise that tests your understandingExercise:

Advanced_Step1_ParsingJSON

Description: A client would like to retrieve data from a web-based search engine in order to calculate annual crime statistics. However, the data returned from the web-site is in JSON format. Create a workflow that downloads the JSON data, and parses the data to obtain annual crime statistics.

 

Step 2: Performing Regression Analysis in Alteryx

Duration: 5-10 hours


Learn to:

  • Use Regression Analysis for estimating the relationships among variables
  • Use a decision tree learning model to predict a target variable using one or more variables that are expected to have an influence
  • Score the predicted probability of target variables in a decision tree model

Watch a videoWatch:

Read about the tools and processRead:

Complete an exercise that tests your understandingExercise:

Advanced_Step2_RegressionAnalysis

Description: An organization is looking to analyze their employee base to determine which employees have a higher probability of being terminated or promoted. You have been tasked to build a model to assign probability factors to determine which variables indicate whether an employee will be promoted or terminated.

 

Step 3: Building Batch Macros in Alteryx

Duration: 1-3 hours


Learn to:

  • Create a batch macro that is intended to run repeatedly in the context of a workflow, executing for each record passed as a Control Parameter input

Watch a videoWatch:

Batch Macros (7:36)

Read about the tools and processRead:

Complete an exercise that tests your understandingExercise:

Advanced_Step3_BatchMacro

Description: A bank is looking to calculate customer retention rates month over month. The retention rate is calculated by taking the total number of accounts closed during a month and dividing it by the number of accounts opened during the prior 24 months. Create a batch macro that calculates the retention rates for four consecutive months.

 

Step 4: Constructing an Iterative Macro to make a Process Dynamic

Duration: 5-10 hours


Learn to:

  • Create a macro that will run through every record and then loop the records back through the workflow, repeating the entire process as many times as is specified, or until a condition is met.

Watch a videoWatch:

Read about the tools and processRead:

Complete an exercise that tests your understandingExercise:

Advanced_Step4_IterativeMacro

Description: In 2013, Alteryx built a workflow for a client with hard-coded options to determine the number of tuples (see exercise for more details) in a phrase — from 1-4 tuples. Now, the client would like the workflow to be dynamic such that any number of tuples can be counted. Create an iterative macro that eliminates hard coded scenarios from the workflow.

 

Step 5: Constructing Spatial Clusters using distance functions within an Iterative Macro

Duration: 10-20 hours


Learn to:

  • Perform Hierarchical Clustering
  • Expand a spatial polygon by a specified value
  • Split a spatial polygon object into component objects (i.e. points, lines or regions)

Watch a videoWatch:

Read about the tools and processRead:

Complete an exercise that tests your understandingExercise:

Advanced_Step5_SpatialClustering
NOTE: Highly Advanced

Description: A company has a set of locations that they’d like to cluster into logical groups based on proximity. Your goal is to take a series of points and create a set of clusters for various increments in proximity.

 

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