
Alteryx
Essentials.
Are you ready to transform the way you work with data, automate complex processes, and unlock powerful insights—all without writing a single line of code? Alteryx is the ultimate low-code/no-code platform for data preparation, blending, and advanced analytics, helping professionals save time, reduce manual effort, and drive smarter decisions. Our Alteryx Essentials course is designed to take you from a beginner to a confident user, equipping you with the skills, tools, and techniques to streamline workflows, enhance efficiency, and create data-driven solutions with ease. Whether you're a business analyst, finance professional, or data enthusiast, this course will empower you to harness the full potential of Alteryx and make an impact in your organisation. Don’t just analyse data—master it. Enrol today and take the first step towards becoming an Alteryx pro!
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Introduction
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Welcome to Alteryx Essentials!
Welcome to the Alteryx Essentials course! In this video, you’ll get an overview of what’s ahead, including key topics and how Alteryx can transform your data workflows. We’ll explore the course structure, learning objectives, and what you’ll gain by the end. Get ready to dive into data automation, analytics, and efficiency—let’s get started!
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Navigating the Alteryx Designer
In this lesson, we’ll explore the Alteryx Designer interface, helping you get comfortable with its layout and key features. You’ll learn how to navigate the Toolbar, Canvas, Configuration Panel, and Results Window, so you can start building workflows with confidence. By the end, you’ll have a solid foundation to efficiently use Alteryx and begin automating your data processes.
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Module 1 - Data Input Tools
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Input Data - Excel & CSV Files
In this lesson, we’ll learn how to load Excel and CSV files into Alteryx using the Input Data tool. You’ll discover how to browse, configure, and preview files, and understand key options like sheet selection and delimiters. By the end, you’ll confidently bring data into your workflows and prepare it for analysis.
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Input Multiple Tabs from Excel File
In this lesson, we’ll dive into loading multiple tabs from an Excel file using Alteryx. You’ll learn how to dynamically import all sheets with a wildcard and how to manage metadata across tabs. By the end, you’ll be able to efficiently load and unify multi-tab Excel data into a single, streamlined workflow.
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Input Data from Multiple Sheets - Wildcard
In this lesson, we’ll explore how to load multiple sheets across multiple Excel files using Alteryx. You’ll learn how to use wildcards and directory tools to bring in data from various files and sheets dynamically. By the end, you’ll be equipped to automate the import of complex, multi-sheet Excel datasets with ease.
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Input Multiple Sheets - Dynamic Input
In this lesson, we’ll learn how to load multiple sheets across Excel files using the Dynamic Input tool in Alteryx. You’ll discover how to set up a batch process that reads from multiple files and sheets efficiently. By the end, you’ll be able to automate the import of large, multi-sheet datasets with flexible, scalable workflows.
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Input Data - Database Connections
In this lesson, we’ll cover how to input data from a database into Alteryx using the Input Data tool. You’ll learn how to connect to a database, write basic SQL queries, and import tables or views. By the end, you’ll be able to seamlessly pull data from your database into Alteryx for further analysis.
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Text Input
In this lesson, we’ll explore how to use the Text Input tool in Alteryx to manually enter small datasets. You’ll learn how to create custom tables, define field types, and use this tool for testing or quick prototyping. By the end, you’ll know how to effectively use Text Input to jumpstart your workflows without needing external files.
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Module 2 - Preparation Tools
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Data Cleansing
In this lesson, we’ll learn how to use the Data Cleansing tool in Alteryx to quickly clean and prepare your data. You’ll discover how to remove nulls, standardise text, and fix formatting issues with just a few clicks. By the end, you’ll be able to streamline messy datasets and get them analysis-ready in no time.
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Select
In this lesson, we’ll explore how to use the Select tool in Alteryx to control your data fields. You’ll learn how to rename fields, change data types, and remove unnecessary columns. By the end, you’ll be able to customise your datasets with precision, ensuring they’re clean and ready for analysis.
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Auto Field
In this lesson, we’ll learn how to use the Auto Field tool in Alteryx to automatically optimise field data types. You’ll discover how it analyses your data to assign the most efficient types, helping reduce file size and improve performance. By the end, you’ll know how to streamline your data with just one simple step.
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Filter
In this lesson, we’ll explore how to use the Filter tool in Alteryx to separate data based on specific conditions. You’ll learn how to build basic and custom filters to split data into True and False streams. By the end, you’ll be able to isolate key records and focus your analysis on the data that matters most.
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Formula
In this lesson, we’ll learn how to use the Formula tool in Alteryx to create new fields or update existing ones with custom expressions. You’ll discover how to perform calculations, manipulate text, and apply conditional logic. By the end, you’ll be able to enhance your data with powerful, tailored transformations.
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Sample
In this lesson, we’ll explore how to use the Sample tool in Alteryx to quickly select a subset of your data. You’ll learn how to keep the first few records, skip rows, or apply periodic sampling. By the end, you’ll be able to test workflows, spot-check data, and streamline large datasets with ease.
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Sort
In this lesson, we’ll learn how to use the Sort tool in Alteryx to organise your data by one or more fields. You’ll discover how to sort records in ascending or descending order to prepare your data for analysis or reporting. By the end, you’ll be able to arrange your datasets logically and efficiently.
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Unique
In this lesson, we’ll explore how to use the Unique tool in Alteryx to identify and separate distinct records from duplicates. You’ll learn how to choose key fields for comparison and understand how the tool outputs both unique and duplicate rows. By the end, you’ll be able to ensure data integrity by removing redundancy from your datasets.
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Module 3 - Data Joining Tools
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Overview of Join Types
In this lesson, we’ll explore the concept of joins in Alteryx and how they’re used to combine data from different sources. You’ll learn the basics of matching records, joining on key fields, and the types of joins available. By the end, you’ll understand how to bring datasets together to support deeper analysis.
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Join
In this lesson, we’ll learn how to use the Join tool in Alteryx to combine data from two sources based on common fields. You’ll discover how to configure join keys, understand the Left, Right, and Inner join outputs, and handle unmatched records. By the end, you’ll be able to merge datasets accurately and efficiently.
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Union
In this lesson, we’ll explore how to use the Union tool in Alteryx to stack data from multiple sources. You’ll learn how to align fields by name or position and manage differences between datasets. By the end, you’ll be able to seamlessly combine rows from various inputs into a single, unified dataset.
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Find & Replace
In this lesson, we’ll learn how to use the Find and Replace tool in Alteryx to update data based on values from another dataset. You’ll discover how to match fields, replace text, and enrich your data with new information. By the end, you’ll be able to efficiently standardise and enhance your datasets.
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Append Fields
In this lesson, we’ll explore how to use the Append Fields tool in Alteryx to combine every row from one dataset with every row from another. You’ll learn how this Cartesian join works and when to use it effectively. By the end, you’ll be able to enrich your data by adding context or reference information to each record.
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Module 4 - Transform Tools
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Count Records
In this lesson, we’ll learn how to use the Count Records tool in Alteryx to quickly determine the number of rows in your dataset. You’ll discover how to generate a single summary record showing the total count. By the end, you’ll be able to easily track data volume and monitor workflow outputs.
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Running Total
In this lesson, we’ll explore how to use the Running Total tool in Alteryx to calculate cumulative values across rows. You’ll learn how to group data, choose fields for aggregation, and apply running totals to track trends over time. By the end, you’ll be able to create insightful cumulative metrics within your workflows.
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Transpose
In this lesson, we’ll learn how to use the Transpose tool in Alteryx to pivot data from a wide format to a tall format. You’ll discover how to select key and data fields, making your data more suitable for analysis. By the end, you’ll be able to reshape datasets for better flexibility and downstream processing.
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Summarise
In this lesson, we’ll explore how to use the Summarise tool in Alteryx to group and aggregate data. You’ll learn how to calculate totals, averages, counts, and more across selected fields. By the end, you’ll be able to generate meaningful summaries that give you clear insights into your datasets.
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Crosstab
In this lesson, we’ll learn how to use the Cross Tab tool in Alteryx to pivot data from a tall format to a wide format. You’ll discover how to group data, set headers, and apply aggregation methods. By the end, you’ll be able to restructure your datasets for clearer reporting and analysis.
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Arrange
In this lesson, we’ll explore how to use the Arrange tool in Alteryx to customise the layout of data tables for reporting purposes. You’ll learn how to group, reorder, and format fields for presentation. By the end, you’ll be able to create clean, structured outputs ready for sharing or export.
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Module 5 - Parse Tools
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DateTime
In this lesson, we’ll learn how to use the Date Time tool in Alteryx to convert, format, and manipulate date and time fields. You’ll discover how to change data types, extract components like year or month, and standardise formats. By the end, you’ll be able to handle date-time data with accuracy and ease.
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Text to Columns
In this lesson, we’ll explore how to use the Text to Columns tool in Alteryx to split text data into separate fields. You’ll learn how to define delimiters, choose the number of columns, and control how the data is divided. By the end, you’ll be able to break down complex text strings for cleaner, more usable datasets.
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Module 6 - Output Data From Alteryx
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Output Data - Excel
In this lesson, we’ll learn how to use the Output Data tool in Alteryx to write results to Excel files. You’ll discover how to choose file formats, name sheets, and configure overwrite or append options. By the end, you’ll be able to export your data clearly and efficiently for sharing or reporting.
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Output Data to Databases
In this lesson, we’ll explore how to use the Output Data tool in Alteryx to write results to a database. You’ll learn how to configure connections, choose output modes like overwrite or append, and write to specific tables. By the end, you’ll be able to seamlessly export your data into databases for storage or further use.
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Module 7 - Workflow Best Practice
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Comment Boxes
In this lesson, we’ll learn how to use Comment boxes in Alteryx to add notes and explanations to your workflows. You’ll discover how to label sections, clarify logic, and improve collaboration. By the end, you’ll be able to make your workflows more readable, organised, and team-friendly.
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Tool Container
In this lesson, we’ll explore how to use Tool Containers in Alteryx to group and organise parts of your workflow. You’ll learn how to toggle sections on or off, add colour and labels, and manage complex workflows more efficiently. By the end, you’ll be able to keep your projects clean, structured, and easy to navigate.
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Cache Large Datasets
In this lesson, we’ll learn how to cache large datasets in Alteryx to improve workflow performance and speed up development. You’ll discover how to enable caching on tools, when to use it, and how it helps with iterative testing. By the end, you’ll be able to work more efficiently with big data in your workflows.
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Explorer Box
In this lesson, we’ll explore how to use the Explorer Box in Alteryx to view and interact with external files directly within your workflow. You’ll learn how to browse directories, open files, and streamline file management. By the end, you’ll be able to quickly access and review data without leaving Alteryx.
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Controls & Validations
In this lesson, we’ll explore the basics of controls and validations in Alteryx. You’ll learn how to guide user input and check for accuracy to make workflows more interactive and reliable. By the end, you’ll understand how to build smarter workflows that respond to user choices and prevent common data issues.
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Module 8 - Exam Preparation & Beyond
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What to expect in the Core Exam
In this lesson, we’ll look at what to expect in the Alteryx Designer Core exam. You’ll get an overview of the exam format, key topics covered, and the types of questions you might see. By the end, you’ll feel more confident and prepared to take the exam and demonstrate your core Alteryx skills.
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Final Remarks
In this final lesson, we’ll wrap up the Alteryx course by reviewing what you’ve learned and highlighting key takeaways. You’ll reflect on core tools, best practices, and how to apply your new skills to real-world data challenges. By the end, you’ll be ready to build powerful workflows and continue your Alteryx journey with confidence.
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Course FAQ
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This course is designed for anyone looking to build a strong foundation in Alteryx, whether you're new to data analytics or looking to sharpen your workflow skills. It’s ideal for analysts, business professionals, and anyone who works with data and wants to streamline processes, automate tasks, and gain insights more efficiently—no prior experience with Alteryx is required.
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This course covers a wide range of topics to help you become confident with Alteryx Designer. You’ll learn how to input and output data, clean and transform datasets, use core tools like Filter, Join, and Formula, and work with Excel files and databases. You’ll also explore workflow organisation, data validation, and exam preparation to support both practical use and certification goals.
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By taking this course, you can expect to learn how to build efficient, reliable workflows in Alteryx from the ground up. You’ll gain hands-on experience with essential tools, understand how to clean, transform, and analyse data, and discover best practices for organising and automating your processes. By the end, you’ll be equipped to solve real-world data problems with confidence.
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The course is structured into clear, focused lessons that build your skills step by step. Each lesson introduces a key concept or tool, followed by practical examples and explanations. The content is designed to be easy to follow, whether you're learning at your own pace or revisiting specific topics. By the end, you’ll have a strong, well-rounded understanding of Alteryx Designer.
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The course is designed to be flexible, so you can learn at your own pace. Most learners can complete it in 1-7 days, depending on their schedule and familiarity with the material. Each lesson is concise and focused, making it easy to fit into your day, whether you're learning all at once or in short sessions.
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No prior leadership experience is required. The course is designed to cater to all experience levels, from aspiring leaders to seasoned There are no formal prerequisites for this course. It’s designed for beginners as well as those with some data experience. A basic understanding of working with data—such as spreadsheets or databases—can be helpful, but not required. Everything you need to get started with Alteryx will be introduced throughout the course.
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What sets this course apart is its clear, practical approach to learning Alteryx. Each lesson is designed to be easy to follow, with real-world examples and step-by-step guidance that helps you build confidence quickly. Whether you're preparing for the Core exam or just want to work smarter with data, this course focuses on hands-on skills you can apply right away.
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If you work with data and want to save time, improve accuracy, or automate repetitive tasks, this course is a great fit. It’s ideal for anyone looking to learn Alteryx from the ground up—no matter your background. If you're curious about data analytics, process automation, or preparing for the Designer Core exam, this course is designed with you in mind.
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Yes! Many organisations sponsor professional development courses. Feel free to request a detailed course brochure or contact us for an employer-ready outline to share with your manager or HR team.