Alteryx for Beginners Tutorial

Contents

Getting Started

Introduction
Data Input
Designer Interface

Data Preparation

Selecting Data
Data Type Conversion
Cleaning Data
Exercises

Filters & Joins

Documentation
Filters
Join Types
Inner Join
Outer Joins

Formulas & Aggregations

Formulas
Aggregating Data

Sort & Ouput

Sorting Data
Output Data

Pre-requisites

We are going to assume before we start that you have experience using computer software and that you are familiar with how to open and save files using the file menu as is common in most applications.

Additionally we are also going to assume you have a working copy of Alteryx Designer already installed and that you have an active license or are using the trial version. If not, the following articles on the Alteryx community will explain how to install Alteryx Designer and activate your Alteryx license.

Finally, if you want to work through the examples and exercises in the tutorial then you'll need to download the data files we'll be using. Click here to download the csv files.

What is the purpose of this tutorial?

Our aim is to take new users through the core features of Alteryx so they’re up skilled to a level that will allow them to leverage the software to solve their own data problems. This tutorial is also organised in a way that more experienced users can easily use this content as a go-to reference or jump around to plug knowledge gaps.

We do all this by example, using a series of data sets from fictitious ecommerce business, LargeRainforest.com. Let’s get started!

What is Alteryx?

Alteryx is a data-blending tool that allows users to import data from multiple sources, blend them, process as needed then model, report or export to dashboards or other systems for further analysis.

All this is built within repeatable automated workflows that can be actioned with a button press or set to run on a schedule as a completely hand-off solution, without a single line of code. Let's build our first workflow to see how this works.

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