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Data Preparation in Alteryx

Master data preparation, cleaning, and analysis in Alteryx Designer, whether you are a new or seasoned analyst.

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3 Hours9 Videos25 Exercises

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Course Description

Embark on a transformative journey through the world of data analytics with our comprehensive course on data preparation in Alteryx. Through engaging content and practical exercises, you will learn the critical importance of preparing and cleansing data for analysis, enabling you to extract more accurate and insightful information from your datasets.

Foundations of Data Preparation

Dive into the essentials of data preparation by understanding the significance of clean data and learning to identify and rectify common data quality issues. This section covers techniques for managing missing values, eliminating redundant data, and understanding data types, laying a solid foundation for more advanced data preparation tasks.

Enhancing Data with Filters and Formulas

Advance your skill set by mastering filtering techniques and the art of writing expressions in Alteryx. You'll explore a range of filters, from basic to custom, and learn how to craft expressions that refine your data for analysis. Additionally, the course delves into the application of formulas, teaching you to utilize pre-structured formulas and write efficient expressions tailored to specific data types, thereby expanding your capabilities in data manipulation.

Data Sampling and Summarization Techniques

The course culminates with strategies for sampling and summarizing data, essential skills for any data analyst. You'll learn various sampling methods to extract meaningful subsets of data and employ numerical and string functions to summarize and derive insights from your datasets.

Upon completing this course, you'll grasp the importance of clean data for analytics, gain practical experience with Alteryx Designer, and acquire skills for intermediate analysis, laying a solid groundwork for your data analytics journey.
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  1. 1

    Data Cleaning and Preparation


    Accelerate your Alteryx knowledge by exploring data preparation techniques! You’ll learn why clean and prepared data is important for optimal analytics and how to utilize the main data types. You’ll also discover how to recognize “dirty data” and techniques for cleansing data, such as managing missing values and removing unnecessary data.

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    What is data cleaning and preparation?
    50 xp
    Why is clean data important?
    50 xp
    Preparing and cleansing fields
    50 xp
    Importing data and modifying fields
    100 xp
    Cleansing data fields
    100 xp
    Removing rows and sorting
    100 xp
  2. 2

    Filtering and Using Expressions

    Expand your data preparation skills in Alteryx by uncovering ways to filter data and write expressions to create subsets of data. Basic and chained filters will be explored, along with custom filters, to get right to the data you need. You’ll learn best practices in writing expressions, including understanding the differences between AND and OR statements, along with helpful tips for correct syntax.

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  3. 3

    Applying Formulas

    Go further into the layers of data preparation by diving deeper into various formulas and how they can be quickly applied in Alteryx. Discover the wealth of pre-structured formulas available and ready to use in the Formula tool, along with techniques for writing efficient expressions based on data types. You’ll learn the difference between length and position-based formulas and methods to update and create new fields.

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  4. 4

    Sampling and Summarizing

    Explore the processes of sampling and summarizing your data, which are essential aspects of data preparation. You’ll learn many options for sampling data, such as finding the top 10 records or obtaining the first N percentage of data, and much more with the Sample tool. You’ll then expand your knowledge of summarizing data using numerical methods like sum, average, and median, as well as string functions like grouping by specific fields hierarchically in the Summarize tool.

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In the following tracks

Alteryx Fundamentals


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Maarten Van den Broeck
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Carl Rosseel
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Iason Prassides
Deanna Sanchez HeadshotDeanna Sanchez

Alteryx ACE and Owner, Nova Geographica LLC

Deanna is a 7-time Alteryx ACE since 2018, and founded her own business Nova Geographica, LLC. She has 25 years of experience in GIS, spatial, and demographic analytics, and previously was Director of the Alteryx Practice at Keyrus US. Deanna began using Alteryx in 2005 and has been delivering Alteryx training globally for ten years, teaching courses ranging from beginner topics to Analytic Apps, advanced spatial processes, and predictive analytics. She was greatly honored to receive the Alteryx For Good Champion Award in 2017.
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