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Alteryx Cheat Sheet

mike_psaris
5 - Atom

Hi, 

Has anyone created an Alteryx Cheat Sheet? We have new users in our organization and it would be great to have a quick reference of commonly used and perhaps some less well known, but very useful tools.

Thanks!

MargaritaW
Alteryx
Alteryx

Hi ! Good question. I suggest checking the 2015 Tips and Tricks booklet we put together for Inspire which covers our latest tips & tricks as well as those we can't do without. A Cheat Sheet for all the tools is in the last pages. Enjoy.

http://community.alteryx.com/t5/Alteryx-Knowledge-Base/Inspire-2015-Tips-amp-Tricks/ta-p/1132

Margarita Wilshire
Sr. Manager, Customer Support Engineering
Women & Allies Committee


Alteryx, Inc.
chris_love
12 - Quasar

This crib sheet might also help fro people familiar with Excel (which is normally everyone!)

 

http://www.theinformationlab.co.uk/2015/03/12/alteryx-101-for-excel-users/

 

Regards

Chris

JohnJPS
15 - Aurora

Here's another option I just stumbled across via Google: http://www.alteryx.com/sites/default/files/alteryx-designer-tools-sheet_0.pdf

 

PamW
Alteryx Alumni (Retired)

Here is another Cheat Sheet you might find useful (created by @AmeliaG) from the Virtual Training that you can watch and following along with from here the Previous Session Training page

 

So Simple – Basic Blending and Parsing for Excel Users

 

Has Vlookup been your best friend? Are a master of the fx button? See how to complete the same data lookup and manipulation tasks you've done in Excel in the simpler and faster Alteryx workflow format.

You'll learn how to:

  • Perform lookups quickly using the Join tools
  • Write formulas once using the Formula Tools
  • Parse data quicker using Text to Columns and Regular Expressions

Tool sets/processes covered:

  • Join, Favorites, Parse

Data link

 

No more Dragging Formulas – Intro to Alteryx for Excel Users

 

Are you coming to Alteryx from an Excel background? See how Alteryx streamlines the automation process so you can build your workflow once and run as needed and not have to go back and modify your spreadsheet every time you get new data. We'll cover how to easily replicate Excel tasks (ex. Pivot data) in Alteryx.

You'll learn how to:

  • How Alteryx removes the need to modify your process every time you get new data
  • How to do common Excel tasks in Alteryx (Formulas, Pivoting, Filtering, Lookups)

Tool sets/processes covered:

  • Favorites, Parsing, Transform

Data link

pamW
paston
5 - Atom

This is great information.  Thanks!

PamW
Alteryx Alumni (Retired)

Alteryx.com also has another quick reference for the Excel user, see

http://www.alteryx.com/alteryx-for-excel

 

pamW
vikirulz09
5 - Atom

Hi,

 

This is really helpful and saved lot of time after getting started. Thanks a ton.

This is like a boon for alteryx designer.

Divi
6 - Meteoroid

Find the below Alteryx links:

 

1.For excel users- Alteryx & Excel

2.For SQL users -Alteryx & SQL

 

You can ask them to go through the resources available in this link - https://community.alteryx.com/t5/Alteryx-Academy/ct-p/alteryx-academy.

 

And also taking up the basic level certification which is free of cost would help them to get started with Alteryx.

 

Divyansh
8 - Asteroid

Thanks @MargaritaW

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