Alteryx Essentials study plan
Alteryx Essentials · Give each week a clear focus.
8 weeks · About 7 hours per week
Data Preparation and Cleansing Tools & Data Input, Output, and Data Types
Identify which cleansing tool (Data Cleansing, Select, Formula, Imputation) resolves each of 10 given data-quality defects
Configure a Select tool to rename, reorder, retype, and deselect fields on a messy sample table
Build a workflow that trims whitespace, fixes casing, and replaces nulls across three fields without using the Data Cleansing tool
Classify 15 sample field values into the correct Alteryx data type (string, numeric, date, boolean)
Your checkpoint
A single cleansing workflow that takes a deliberately messy input table and outputs a fully typed, null-free, deduplicated dataset, saved with a written one-line rationale per tool used
Data Preparation and Cleansing Tools & Data Input, Output, and Data Types
Apply Sort, Unique, Sample, and Record ID tools to enforce row order and remove duplicates on a 5,000-row dataset
Use the Multi-Row Formula and Multi-Field Formula tools to compute running totals and bulk-reformat columns
Configure an Input Data tool with the correct file format options for CSV, Excel, and a delimited text file
Configure an Output Data tool to write both a CSV and an Excel file with chosen field types preserved
Your checkpoint
An input-to-output workflow with before/after row counts documented in a comment box showing duplicates removed and nulls handled
Data Blending, Joins, and Unions & Data Preparation and Cleansing Tools
Explain the difference between Join, Join Multiple, Union, Find Replace, and Append and select the right one for 8 described scenarios
Configure a Join tool and route Left, Inner, Right, and Join outputs to separate outputs
Configure a Union tool to stack datasets with mismatched schemas and manually align fields
Use Append Fields and Find Replace to enrich one dataset from another
Your checkpoint
A blending workflow that joins two tables, unions in a third with a different schema, and logs unmatched records to a separate output
Alteryx Designer Interface and Workflow Fundamentals & Parsing, Transforming, and Reshaping Data
Build a workflow from scratch using containers, annotations, and the workflow dependencies view
Use the Text to Columns and RegEx tools to split a combined address field into street, city, state, and ZIP
Use the Cross Tab and Transpose tools to pivot a wide table to long and back to wide
Trace data through a multi-tool workflow using the Results pane and field-level data preview
Your checkpoint
A parsing workflow that converts a single concatenated address string into four clean fields and reshapes a wide-to-long-to-wide round trip with verified identical output
Milestones
Week 4: Can independently clean, join, and reshape a raw file into an analysis-ready table and explain every tool choice aloud in under 10 minutes