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Tips for a Newcomer

LillianRidenour
5 - Atom

Hello everyone! I am new to using Alteryx, and I was wondering if there are any tips for first-time users? Is there anything I should begin with in particular?

 

Thank you 😊

4 REPLIES 4
MarqueeCrew
20 - Arcturus
20 - Arcturus

Trial and error works well.  Get dirty looking at data.  Here is a link to some tool mastery documents:

 

https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Tool-Mastery-Index/ta-p/84593

 

Cheers,

 

Mark

Alteryx ACE & Top Community Contributor

Chaos reigns within. Repent, reflect and restart. Order shall return.
Please Subscribe to my youTube channel.
SergioCamposs
7 - Meteor

@LillianRidenour 

 

The best way to learn Alteryx is take a sample and try do something, think in how it begins and where do you wanna go!

 

The main tabs that you must know is: 

-In/Out (all)

       Focus in: Input tool

-Preparation (all) 

       Focus in: Formula, Filter, Select, Data Cleansing Multi-Row Formula and Unique

-Join (all except Fuzzy)

      Focus in: Join and Union

-Parse (DateTime and Text to columns)

-Transform (All)

      Focus in: Summarize, Transpose and Cross Tab

 

If you Study all of this tools, you will be a Core Alteryx user.

 

Hope i help you. See Ya (and like my post >:]) 

TheOC
15 - Aurora
15 - Aurora

hey @LillianRidenour 
Great to have you on the community! 
I hope you're enjoying Alteryx so far!

Be sure to have a look around the community - its really a fantastic place for learning. A couple of resources I would especially recommend knowing about are:

  • Alteryx Designer Discussions - A place where users can ask questions about specific Designer workflows they are working on, and receive help from members on the community. Typical response time (from what I've seen) is under 10 minutes for someone to reply with a potential solution, so its a very quick resource for bespoke information. Additionally, you can search using the search function at the top right for specific issues if you happen to run into any that may have been faced by other users before.
  • Alteryx User Groups - When I first got into Alteryx, I didn't join User Groups as I thought they would be very technical and that I would need plenty of experience before diving in. However, they really aren't. User groups are an incredibly friendly environment to discuss workflows, what's going on in the Alteryx World, and a great place to network with people in the community. Even better, with the world still being very much virtual at the moment, most of the User Groups (including the North East UK User Group, which I am currently a leader of) are hosting virtual events so they are easy to join.
  • The Alteryx Academy - Easily the best place to learn about Alteryx and how to use it. I would especially recommend the learning paths which include short snippets of learning specific topics, including Alteryx for Excel users, which helped me translate a lot of my Excel knowledge over to Alteryx. There are also the weekly challenges, which are challenges delivered by Alteryx on a weekly basis, based around real-life situations and community submitted problems. They are a fantastic way to learn practical uses of Designer, and also its really interesting to see the many different approaches to answering the same problem. Once you have progressed with learning Alteryx, I would definitely recommend the Alteryx Certifications. They are free to do (Core and Advanced), and provide a useful benchmark for your knowledge. You can also just take them again in 7 days, in the case that you don't pass, so don't feel any pressure to know everything before you give them a go!

 

I hope you find Alteryx to be easy to learn, and intuitive to use. Do remember that almost every tool has an example workflow and help documentation if you right click the tool in the tool palette:

TheOC_0-1647279110309.png

 

 


("Help" for the tool documentation, "Open Example" for the example workflow). 


And be sure to search for/ask for help on the community if you get stuck. Alternatively, feel free to drop me a message here on the community!

Cheers,
TheOC


Bulien
Xiwen
5 - Atom

Hello, 

I am new to Alteryx and found it really helpful for data analysis. Hope I can explore more in the future

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