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Alteryx Step By Step Training

CROWN DATA ANALYSIS AND CONSULTANCY LIMITED

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Preview

1

Business Use case

2

Quick Data Overview

3

Alteryx overview

5

Requirements

6

Meetings Data Workflow

7

DAF Data Workflow

8

Whatsapp Data Workflow

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Business Use Case

What’s the Business use case?

To process and clean data pertaining to CODA meetings, whatsapp messages and DAF points which will be used to develop reports in Tableau.

who has interest in this information?

CODA Management

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Business Use Case

How should the information be presented to users?

By creating data cleaning workflows in alteryx and clean;

  1. Meeting Attendance Data
  2. WhatsApp Chats Data
  3. DAF records Data

why should this use case be of interest to users?

To meet the user requirements as outlined in subsequent slides.

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Requirements

I Want to…....

So I can….....

have the following columns as described below:Task, Sub-task, Quantity, Max Quantity, Submission Date, Deadline Date, Late Penalty, Max Earning ($), Earning ($), First Name, Last Name and Department

i can have a clean dataset with the columns listed(Task, Sub-task, Quantity, Max Quantity, Submission Date, Deadline Date, Late Penalty, Max Earning ($), Earning ($), First Name, Last Name and Department

More requirements CODA0002357,CODA0002356

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This is the transaction table.

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ETL

DAF DATA CLEANING

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DAF Data Columns Overview

Current DAF columns

Required DAF Columns

date

Task

sender

Sub Task

reseve

Quantity

phone

department

Submission Date

category

Deadline Date

sub category

Late Penalty

type

Earnings($)

method

Maximum Earnings($)

amount

First Name

Last Name

Department

Year

Month

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Wireframe

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ETL

DAF WORKFLOW DEMONSTRATION

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TESTING

TESTING DAF WORKFLOW

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Test Scenarios

.

Story Summary

Test Scenario

have the following columns as described below:Task, Sub-task, Quantity, Max Quantity, Submission Date, Deadline Date, Late Penalty, Max Earning ($), Earning ($), First Name, Last Name and Department

To validate that the DAF data has the following values Task, Sub-task, Quantity, Max Quantity, Submission Date, Deadline Date, Late Penalty, Max Earning ($), Earning ($), First Name, Last Name and Department

have the Late Penalty, Max Earnings ($), Earing ($), and Premium ($) column values limited to two decimal place

To validate that the values of Late Penalty, Max Earnings ($), Earing ($), and Premium ($) column values limited to two decimal place

More Test scenarios here

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Test Scripts

Test Description

Test Steps

To validate that the DAF data has the following columns Task, Sub-task, Quantity, Max Quantity, Submission Date, Deadline Date, Late Penalty, Max Earning ($), Earning ($), First Name, Last Name and Department

1. Open the DAF data workflow in alteryx

2. Run the workflow

3. Confirm the presence of the Task, Sub-task, Quantity, Max Quantity, Submission Date, Deadline Date, Late Penalty, Max Earning ($), Earning ($), First Name, Last Name and Department columns

More Test Scripts Here

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Test Validations

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ETL

MEETINGS DATA WORKFLOW

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Requirements

I Want to…....

So that….....

I want to have the data with the following columns:Year,Month,Meeting Date,Meeting Type, Meeting Duration ,Meeting Facilitator, Office Location, Meeting AppLink,Meeting Topic,Participant's First Name, Participant's Last Name & Participant's Position

so that i can have a cleaned with the columns of Year,Month,Meeting Date,Meeting Type, Meeting Duration ,Meeting Facilitator, Office Location, Meeting AppLink,Meeting Topic,Participant's First Name, Participant's Last Name & Participant's Position

More requirements here

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