Launch Pad: Onboarding + Training 

Get started with Alteryx onboarding with training videos, guides, and resources for optimal setup. 

Auto Insights Onboarding 3: Getting Your Hands Dirty for Creators

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Continue to module 4 (creators): Your Analytic Guidebook for Creators

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Lesson Objective: Based on your role as a Creator, you will be responsible for uploading new datasets as well as creating insights across your use cases. This lesson will provide you the background and know-how to identify value add use cases for Auto Insights, as well as get you started building your datasets and uploading them for analysis within Auto Insights.   


Lesson Description:  

  • Understanding use cases and key concepts for successful Auto Insights usage 
  • Review the dataset requirements for data prior to uploading  
  • The different ways to upload data, including the Auto Insights uploader tool (Designer) 
  • Configurations of your dataset and settings after upload
  • Understanding how to utilize goals datasets for additional analysis 
  • Deep dive into Admin Portal and how to manage user access