SAN DIEGO ALTERYX USER GROUP CERTIFICATION EVENING September

SAN DIEGO ALTERYX USER GROUP: MEET YOUR TEAM Zazil Albaro Whitney Fee Analytics Engineer

WELCOME & SET UP 5: 00 – 5: 15 EXAM PREP 5: 15 –

SET UP ? Wi. FI: Guest DO YOU…. • HAVE A LAPTOP? • HAVE ALTERYX DESIGNER INSTALLED AND LICENSED? • HAVE 2 HRS LAPTOP BATTERY? • CONNECTED TO WIFI? • LOGGED INTO YOUR ALTERYX COMMUNITY PROFILE? © 2018 Alteryx, Inc. 7

SET UP ? Wi. FI: Guest CERTIFICATION. ALTERYX. COM © 2018 Alteryx, Inc. 8

SET UP ? Wi. FI: Guest CERTIFICATION. ALTERYX. COM © 2018 Alteryx, Inc. 9

Identify the functionality, strengths, and limitations of the tool Identify when the tool would be used to create a given output Configure the tool to create a given output Differentiate the functionality of similar tools © 2018 Alteryx, Inc. 12

IN/OUT [FUN TITLE FOR WHAT YOU ARE DISCUSSING] • Tools: Browse, Input Data, Output Data, Text Input • Identify how to efficiently connect to multiple data sources and write out multiple files • Describe how Data Profiling provides insight into a data set

JOIN • Tools: Append Fields, Find Replace, Join, Union • Determine which tool will most efficiently blend a given set of data • Identify the join tools that have an embedded Select • Identify common errors that may occur when joining data

PREP • Tools: Data Cleansing, Filter, Formula, Sample, Select Records, Sort, Unique • Identify the expression that would transform a given input into a given output • Determine valid string and numeric formulas and expressions • Differentiate ascending and descending sorting order

TRANS FORM • Tools: Count Records, Cross Tab, Summarize, Transpose • Determine valid Summarize functions • Differentiate how Summarize and Count Records process values • Differentiate how Cross Tab and Transpose transform data

PARSE • Tools: Date. Time, Text to Columns • Match delimiters to their descriptions • Determine the output when given an input data set and a configured Text to Columns or Date. Time tool

DOCUME NTATIO N • Tools: Comment, Tool Container • Recognize common UI elements and workflow settings, including: workflow dependencies, workflow constants, workflow optimization, keyboard shortcuts, and Alteryx file types. • Determine the appropriate data type for a field and differentiate data types. • Identify how to add documentation and annotations to workflows.

EXAM OVERV IEW • • Price: Free Exam type: Online, on-demand • • • Time Allotted: 2 hours Passing Score: 80% References: Open Book • Questions: 80 – 73 multiple choice questions – 7 practical application questions • Point Values: – 1 pt for multiple choice – 3 points for practical – Partial credit is awarded and deducted for 3 pt. , multiple-response questions ("Select all that apply"). • • Attempts: 1 attempt every 7 days Version: The exam tests on the latest version of Designer. © 2018 Alteryx, Inc. 22

MANY DIFFERENT QUESTION TYPES • • • Multi choice Example workflow True or False

PRACTICAL APPLICATION • Questions in the practical application section gauge your ability to use the above tools to solve questions. • All questions in this category are worth 3 points. Partial credit is awarded and deducted for multiple-select questions ("Select all that apply. ") • Some practical application questions require you to connect to a provided data set in Alteryx Designer to solve the problem. • Some practical application questions present input data and output data and ask you to identify which workflow(s) would transform the data and generate the given output. It's important to understand how each tool processes and changes data. There's often more than one way to achieve the same result. © 2018 Alteryx, Inc. 24

USE HELP PAGES (F 1) Open up key ones now: - Formula functions -

GOOGLE & COMMUNITY & REPEAT © 2018 Alteryx, Inc. 28

HAVE KEY DOCUMENTS ALREADY OPEN • • Help Menus Exam Prep Sample Questions Blank

HAVE WORKFLOWS OPEN • Have a few blank workflows open with text inputs –

3 POINT QS ARE KEY • Take your time on these and re-check them if you finish with spare time. • Ensure you the build the process in Alteryx as they can sometimes trip you up. – Probably not enough time to do this on all 1 point questions! © 2018 Alteryx, Inc. 31

DON’T SPEND TOO MUCH TIME ON QUESTIONS • On your first pass, don’t spend too much time on questions that are holding you up. • Move onto the next question and save yourself time to come back to the tricky ones once complete. • If you split the Exam up you have (about): – 1 min, 17 seconds per 1 point Q – 3 min, 40 seconds per 3 point Q • Some will be much quicker, but use this as a guide! © 2018 Alteryx, Inc. 32

PAD & PAPER • Note down Q# that you want to re-visit! • Alteryx handily shows you ones that you haven’t answered, but you cannot flag ones you want to revisit, so note these down: © 2018 Alteryx, Inc. 33

IF UNSUCCESSFUL • Don’t let failure get you down! • Unlimited FREE retries • You will have experience and picked up your own strategies and hints and tips for your second attempt! – And save these workflows you built! • You might perform better on your own rather than in this environment • I won’t tell anyone (I promise) • I failed at first too © 2018 Alteryx, Inc. 34