Alteryx: Basic & Intermediate - Practical Data Preparation and Automation Training Course

Introduction to Alteryx and the Designer Environment for Government

• Overview of the Alteryx Designer interface and workflow canvas, tailored to public sector workflows
• Configuring workflows, tool palettes, and workflow properties to align with government standards
• Best practices for saving, documenting, and sharing workflows within a governmental context

Essential Data Preparation Tools for Government

• Input Data and Output Data tools: connecting to CSV, Excel, and databases used in government operations
• Select, Filter, Sort, and Browse tools for quick data inspection and pruning, ensuring data integrity for government reports
• Practical exercises: cleansing a sample dataset relevant to public sector needs

Basic Data Transformation for Government

• Formula tool for calculated fields and conditional logic, with applications in government data processing
• Data Cleansing techniques for handling nulls, trimming, and standardizing values in government datasets
• Text to Columns and parsing delimited fields to enhance data management in public sector workflows

Simple Data Combination for Government

• Join and Union tools for combining datasets from various government sources
• Summarize tool for aggregation and roll-ups, crucial for government reporting and analysis
• Hands-on exercise: building an end-to-end ETL workflow for government data integration

Advanced Data Blending and Parsing (Intermediate) for Government

• Blending multiple data sources and file formats effectively, ensuring comprehensive data sets for government use
• Parsing semi-structured data: XML and JSON basics, with applications in government data exchange
• Techniques for validating and normalizing blended data to maintain accuracy and reliability in public sector reports

Basic Analytical Tools and Reporting for Government

• Find Replace, Cross Tab, and Transpose tools for reshaping government data
• Creating simple reports and exporting results for use in government publications and presentations
• Case study: generating a summarized operational report for government stakeholders

Introduction to Macros and Reusability for Government

• Types of macros: Standard Macros and their appropriate use in government workflows
• Creating, testing, and packaging a reusable macro to streamline government data processes
• Deploying macros within workflows to simplify and standardize government operations

Workflow Automation Best Practices for Government

• Organizing workflows with containers and annotations to enhance clarity and accountability in government projects
• Error handling, logging, and scheduling considerations for robust government data management
• Practical exercise: automating a recurring data preparation task for efficient government operations

Summary and Next Steps for Government