alteryx designer
If your finance team is spending hours each week on manual data preparation, reconciliations, and repetitive reporting tasks, Alteryx Designer offers a powerful solution. This hands-on course teaches you how to automate workflows, blend data from multiple sources, and build repeatable processes that eliminate errors and save significant time.
Designed specifically for finance and accounting professionals, this CPE-qualified course starts with the fundamentals and progresses through practical applications you can implement immediately. You’ll learn how to connect to common data sources, clean and transform data, perform calculations and aggregations, and create workflows that handle complex financial processes with ease. No programming experience required.
This course includes hands-on practical labs where you’ll build actual workflows using real finance scenarios.
Who should attend: Finance professionals, accountants, analysts, and anyone responsible for data preparation, reconciliation, or financial reporting. No prior Alteryx experience needed.
Recommended CPE Credits: 4
What you’ll learn with this course
- How to automate manual data preparation tasks that currently take hours
- Techniques for blending data from Excel, databases, and other sources
- Methods to clean and transform messy financial data
- Best practices for building workflows that others can understand and maintain
- Strategies for eliminating common reconciliation errors
- How to create reusable processes that save time every reporting cycle
- Ways to handle complex calculations without complex formulas
- Approaches for documenting and sharing your workflows with colleagues
By the end of this course, you’ll be able to:
- Build end-to-end workflows that automate financial data processes
- Connect to and combine data from multiple sources seamlessly
- Clean and transform data faster than traditional Excel methods
- Create calculations and aggregations using Alteryx formula tools
- Implement error handling to ensure data quality
- Design workflows that can be scheduled and repeated reliably
- Troubleshoot common workflow issues independently
- Apply Alteryx to your actual work challenges immediately
Course Outline
1. Introduction to Alteryx Designer
- Understanding workflow-based data preparation
- Navigating the Alteryx interface
- Core concepts: tools, workflows, and data streams
- When to use Alteryx vs. Excel
2. Connecting to Data Sources
- Excel, CSV, and text file imports
- Database connections
- Working with multiple data sources
- Understanding data types and field formatting
3. Data Preparation Fundamentals
- Filtering and selecting data
- Cleaning messy data and handling errors
- Text manipulation and parsing
- Date transformations and formatting
4. Joining and Blending Data
- Understanding join types and when to use them
- Blending data from multiple sources
- Handling mismatched data and reconciliation
- Union and append operations
5. Calculations and Aggregations
- Creating formulas and calculated fields
- Summarizing and grouping data
- Working with the Formula tool
- Multi-row and multi-field formulas
6. Introduction to Macros
- What are macros and when to use them
- Standard macro basics
- Creating reusable workflow components
- Simple macro examples for finance workflows
7. Introduction to Analytic Apps
- Understanding Alteryx Apps
- Creating simple interface tools
- Making workflows user-friendly for non-technical users
- Practical app examples for finance teams
8. Building Repeatable Workflows
- Workflow organization and documentation
- Output options and file formatting
- Best practices for maintainable solutions
- Next steps for continued learning