Alteryx & Tableau Training for Data Preparation and Visualization is a hands-on, business-focused course designed to help learners build strong skills in preparing, transforming, and visualizing data for analytics and reporting. The course enables analysts and business users to efficiently prepare analytics-ready datasets using Alteryx and present insights through interactive Tableau dashboards.

Learners begin by understanding the role of Alteryx in the data analytics lifecycle, including how workflows are built to clean, blend, and transform data from multiple sources. The training then introduces Tableau Desktop, focusing on how prepared datasets are connected, modeled, and explored for analysis and visualization.

As the training progresses, learners practice advanced data preparation techniques in Alteryx—such as joining, transforming, aggregating, parsing, and applying expressions—followed by creating meaningful visualizations in Tableau using calculations, filters, parameters, maps, and interactive dashboards. Emphasis is placed on best practices, performance, and ensuring data accuracy throughout the analytics process.

By the end of the course, learners will be able to confidently prepare complex datasets in Alteryx, visualize insights in Tableau, and support data-driven decision-making—making this an ideal course for professionals who want to strengthen end-to-end analytics and dashboarding skills.

Module 1: Introduction to Alteryx

• Role of Alteryx in the data analytics lifecycle

• Key features and benefits of Alteryx for data preparation

• Understanding Alteryx workflows and user interface

Module 2: Alteryx Designer

• Overview of the Alteryx Designer interface

• Understanding tool palettes and their functions

• Creating and saving workflows

Module 3: File Input and Output

• Importing data from various file formats

• Exporting data to files and databases

• Best practices for data connectivity and management

Module 4: Modifying Fields

• Understanding field types and attributes

• Renaming, formatting, and changing field types

• Managing fields using the Select tool

Module 5: Data Preparation and Cleansing

• Handling missing values and data inconsistencies

• Deduplication and outlier management

• Preparing datasets for analysis and visualization

Module 6: Joining Data from Multiple Sources

• Joining datasets using inner and outer joins

• Unioning data from different sources

• Managing key fields for data integration

Module 7: Data Transformations

• Pivoting, transposing, and aggregating data

• Applying transformation techniques for analysis

• Understanding transformation use cases

Module 8: Sorting Data

• Sorting data within Alteryx workflows

• Organizing datasets for analytical readiness

• Importance of sorting in data preparation

Module 9: Expressions

• Introduction to expressions in Alteryx

• Using expression syntax and common functions

• Creating custom calculations

Module 10: Aggregations

• Understanding aggregations in data analysis

• Using the Summarize tool for group operations

• Creating structured summary datasets

Module 11: Groups

• Creating and managing data groups

• Applying grouping logic for analysis

• Business use cases for grouping

Module 12: Parsing Data

• Parsing and splitting text data

• Text manipulation techniques

• Improving data quality through parsing

Module 13: UI Elements in Alteryx

• Overview of user interface tools

• Designing interactive and reusable workflows

• Best practices for workflow usability

Tableau Section

Module 14: Introduction to Business Intelligence

• Role of Business Intelligence in organizations

• Overview of the BI lifecycle

Module 15: Overview of Tableau Desktop

• Introduction to Tableau Desktop features

• Understanding the Tableau interface and navigation

Module 16: Connecting to Data

• Connecting Tableau to files and databases

• Managing data sources and refreshes

Module 17: Data Transformations in Tableau

• Cleaning and shaping data in Tableau

• Using Tableau Prep Builder for preparation

Module 18: Calculations – Regular, Table, and LOD

• Creating basic calculations

• Using table calculations and LOD expressions

• Practical calculation use cases

Module 19: Filters and Sorting

• Applying filters to focus analysis

• Sorting data for improved insights

Module 20: Parameters

• Understanding parameters and use cases

• Creating and applying parameters

Module 21: Groups, Sets, and Bins

• Creating and using groups and sets

• Using bins for data segmentation

Module 22: Maps

• Creating geographic visualizations

• Understanding geospatial analysis

Module 23: Creating Visualizations

• Building charts and dashboards

• Applying best practices for visual design

To successfully complete Alteryx & Tableau Training for Data Preparation and Visualization, learners should have:

• Basic computer literacy and familiarity with using a PC or laptop

• Comfort working with files and web-based applications

• Basic understanding of business data and reporting concepts (helpful but not required)

• Willingness to work with data for analysis and visualization

• No prior experience with Alteryx, Tableau, or BI tools is required

By the end of this course, you will be able to:

• Understand the role of Alteryx and Tableau in the data analytics lifecycle

• Prepare, clean, and transform data using Alteryx workflows

• Join, aggregate, and manipulate data from multiple sources

• Apply expressions, parsing, and grouping techniques for data preparation

• Connect prepared datasets to Tableau for analysis

• Create calculations, filters, parameters, and groups in Tableau

• Build interactive visualizations, maps, and dashboards

• Apply best practices for accurate and effective data visualization

This course prepares learners for roles that work with data to prepare, analyze, and visualize insights for decision-making. After completing the training, learners will be better prepared for positions such as:

• Data Analyst

• Business Intelligence Analyst

• Reporting Analyst

• Business Analyst

• Operations Analyst

• Analytics Consultant

• Sales Operations Analyst

• Marketing Analyst

• Finance Analyst