Alteryx Tutorial- A Step By Step Guide For Beginners

January 22nd, 2024
Anyone who is aware of how the tech world works knows about Big Data Analysis. It is changing how businesses understand their problems by getting to them at the right time. The process of analytics is such that it incorporates multiple steps, right from gathering data to extracting insights from it. This Alteryx tutorial is for beginners who have just stepped in this field or are looking for the best way to make it happen. We will also cover how you can learn Alteryx through a quality Alteryx online training. Let's begin!

Alteryx Tutorial - A Complete Guide for Beginners

This Alteryx tutorial is apt for beginners who are not yet sure how to go about making a career in this field. We are going to cover what Alteryx is, how you can install it, and the best path to Alteryx learning.

What is Alteryx?

Let's discuss first what is Alteryx. It's basically a 360-degree data analytics platform, Alteryx facilitates users in preparing, blending, and analyzing through a drag-and-drop UI (user interface). With a drag and drop feature, you get the advantage of simply dragging any dataset or tool to your workspace and start using it.

With Alteryx, you can clean and repair data to ensure it gels well together. Not only this, you can organize and arrange all this data to effortlessly work with it. You will be able to make better sense of the data at your disposal, extracting useful insights from it.

As a beginner, installing Alteryx can be a challenge. Here is your guide to making it happen.

How to Install Alteryx?

To install Alteryx, you must ensure your system fulfills these system prerequisites.

  • Windows 7 or above OS
  • 8 GB or more RAM
  • Quad-core x64 compatible processor
  • 2 GB available hard disk space

Follow these steps for Alteryx installation-

Step 1. Visit the official Alteryx website > select 'Products' > click on 'Cloud Connect Products' section > select 'Designer' option.

Alteryx installation

Step 2. Click on 'Start Free Trial'

Alteryx Free Trial

Step 3. From the two options on the pop-up, select 'Desktop Trial'

Alteryx Desktop Trial

Step 4. Create your account > fill information in required boxes > submit. The download process will automatically start.

Download Alteryx

Step 5. On the next pop-up, press the 'Next' button.

Alteryx Tutorial

Step 6. Tick on 'I accept the License agreement' > click on 'Next'

Alteryx Installation

Step 7. Choose the location where you wish to set up Alteryx > click 'Next'

Alteryx Tutorial

Step 8. Click 'Install' to start the installation process > click 'Finish'

Install Alteryx
Install Alteryx

Step 9. And you're all done!

Install Alteryx

You May Also Read- How To Start A Career In Big Data As A Fresher in 2024?

How to Learn Alteryx?

To ensure you gain all the necessary information and skills related to Alteryx, here are some things you can do.

  1. Install Alteryx

To get started, you need Alteryx on your system. In the section above, we have discussed the prerequisites essential to make it happen, along with a step-by-step guidance.

  1. Gain Knowledge about Alteryx Designer

It is important to gain all working knowledge about Alteryx Designer, since this is where workflows are built. It is segregated into five parts, each important and carrying a different function. These are-

  • Tool Pallet

Situated at the very top, the Tool Pallet has all the tools needed for building workflows. As you click the tool, a window with details about how each is used comes forth.

  • Workflow Area

Located under box one, the Workflow Area is where all the magic happens. This is where workflows are built by dragging and dropping the tools from the tool pallet as and when required.

  • Configuration Window

Located beside the workflow area on the left-hand side is the configuration window. This space is where you will get the list of all tools that have been dragged and dropped to be used in the workflow space.

  • Result Window

Once your workflow is built and the configuration is done, you will be able to see the output in the result window. The only thing left to do is run the workflow. Any additional information or error details will be shown in this area.

  • Overview 

The Overview aspect will come into view when the workflow is completed. Thus, when it has become big enough that it can no longer be viewed as a whole in the provided workflow space.

  1. Start Building Alteryx Actual Workflow

Once you have all the knowledge necessary about the designer tool, it's time to get started with the actual thing. This is the step where you also gain hands-on practical learning to help you move ahead in your career. Here are the steps involved in building your first Alteryx actual workflow-

  • Select the right tools
  • Drag and drop them in your workflow area
  • Click on the tools to open the configuration window
  • Configure the tools and connect them together to build the workflow as per your needs
  • Test the workflow that you have built
  • View the result in the results window
  1. Join Alteryx Training

A key step in the process is enrolling in an Alteryx training. The right Alteryx certification course will help you in gaining all the key information about this platform. Under the guidance of experts, you will gain all essential skills to help you become an expert.

There are a few certifications offered by Alteryx to help you validate your skills. These are divided in four categories with further extensions, as mentioned below.

Designer Desktop

  • Core
  • Advanced
  • Expert 
  • Predictive Master


  • Alteryx Server Administration 
  • Alteryx Server Implementation

Designer Cloud:

  • Core
  • Advanced
  • Administrator


  • Alteryx Machine Learning Fundamentals (Foundation) 
  • Alteryx Auto Insights (Foundation) 
  • Alteryx Designer (Foundation)
  • General Knowledge (Core)
  • Alteryx Designer (Core)
  • Data Preparation (Core) 
  • Alteryx Designer (Core) 
  • Data Manipulation (Core)
  • Alteryx Designer (Core) 
  • Data Transformation (Core)
Learn Alteryx
  1. Join Alteryx Community 

No Alteryx tutorial is complete without a push towards becoming a part of the Alteryx community. It is important to pick the right people to learn from and grow with because they will influence how you do in your career. Joining the Alteryx community will help you stay connected to like-minded people and stay updated with the latest happenings in the sector.


A widely used and popular tool, Alteryx is a top data analytical tool that facilitates users in importing data from various sources to blend, cleanse, and transform it. This tool is full of features and has become a favorite among users today. This Alteryx tutorial will help you get Alteryx certification and become a pro in this field by directing you on the right path.

Alteryx Tutorial FAQs (Frequently Asked Questions)

Que 1. Is Alteryx easy to learn?

Answer. Alteryx has many capabilities and a simple user interface, making it an easy to learn and use tool.

Que 2. What is Alteryx used for?

Answer. Alteryx facilitates users in working easily with data. In fact, it is said to be an easier to use tool than SQL, Excel, and PowerQuery. Data can easily be accessed, tested, analyzed, cleansed, outputted, and combined with Alteryx.

Que 3. Is Alteryx an ETL tool?

Answer. Yes, Alteryx is a popular ETL tool that ensures data analytics is carried out in a simpler manner with its multiple components and tools.

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