What is Alteryx
Alteryx is a program or tool used primarily for building datasets, data warehousing, and other backend functions in data analytics. It is a virtually no-code tool that utilizes the concept of flowcharts.
Like in any flowchart we have a start, then processes and conditions it goes thru leading to an end result which in our case is usable data. Each icon is a tool that processes the data like bringing in data, cleaning data, changing data types, reorganizing rows and columns, or publishing data. You just need to select parameters for each tool and connect it to the next one then you're ready to go.
How does Alteryx make data analyst life easier?
Virtually No-code
Unlike SQL, Python, or other ETL tools you don't need to master the syntax or language used in Alteryx. It is straightforward and simple, for example, a cleansing tool basically cleans the data of unwanted white spaces, delimiters, or Capitalization. Also no need for brainstorming complicated looping or logic, you just need to keep track of the flow and plugin needed tool then voila, you have what you need. But you have the option of using SQL, python language in other specific tools available within it.
2. Traceability of work
Given it's a flowchart, you can easily track where you made errors or places to squeeze in other functionalities. It gives you the bigger picture just by zooming out the canvas but it can also show you the finer details just by checking each tool's configuration. Basically, it's easy to the eye
3. Re-usability
Alteryx files are called workflows which can be saved and opened whenever you want. So with this, you can use each workflow over and over again or pass thru different data as needed. Alteryx also has a Scheduler. Meaning you can schedule the workflow to run anytime you want to make sure anything flowing is up to date or new.
How I utilize Alteryx in everyday work
Feeding up-to-date data to my Tableau dashboards
You can make a workflow that automatically publishes data to the tableau server. I also utilize the scheduler to make sure it is running at the time an update on data is needed. Samples are YTD performance dashboards and Scorecards that is viewed by reps almost on a daily basis
2. Creating periodical reports
I make pre-configured workflows that only need minor changes then run them depending on the specific need. Like quarterly summary reports or strategy data that is used semi-annually
3. Trouble Shooting
Alteryx is a literal lifesaver in terms of troubleshooting data. It has quick filters when you need to narrow down data, Summarize tools to get the big picture of what you are working on, and browse tools for getting a closer look at the data may it be quality-wise, quantity, or content-wise. Also what I usually do is to run the workflow that built the data then only run the concerned portion of the data then track down where it went wrong along the flow of tools.
4, Building Analytic Apps
This is one of the most unique functions Alteryx has. It lets you build an app within its server. So an analytic app is basically a tool for non-analyst users to access or write data without building workflows or coding. An example of this is searching for a product order within a SQL table, an app can be built to just ask the PO number from the user then when it is entered the information is given right away to the user. No need for querying thru SQL or asking the analyst to dig in within the data sources.
5. Automatic Report sending thru Emails
You can configure a workflow to send an email containing the data or attach it as the needed file type then schedule it as needed. This is a real time saver for the analyst and the client. I have worked with a client wherein they need a list of eligible people for a raffle every Friday. So instead of manually running a report and then sending the data I got every Friday, I scheduled a workflow that emails him this data every Friday
Is it Hard to learn Alteryx
NO
You can build the simplest functioning workflow with just 2 hours of training. For me, I got to be Advanced certified within 3 months of training.
Where to Learn?
Alteryx has a very active and supportive community. I learned mostly with Video lessons available on their site. They also have a weekly challenge or competition for sharpening your Alteryx skills. If you have questions about certain projects you're working on, it is probably already within their community posts. Within the Alteryx canvass, there is documentation available within 2 clicks of your mouse.
You can explore their site and community here: https://community.alteryx.com/?category.id=external
They also have materials for advanced topics. As of the moment, I am studying the data science learning path in their Academy community. I am planning on taking on my 3rd certification for a Predictive master title, this involves mastering tools for ML within Alteryx. I'll be posting blog posts regarding this journey within the next few months
I genuinely think that Alteryx is a game changer and will someday be an essential tool in the field of Data Analytics.
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