Alteryx for Accounting: Automate, Analyze, Accelerate

Open the packaged workflow, load inputs, and run cleansing steps using a formula tool to replace null industry with banking and title-case company names for reliable joins.

Ignore nulls and consolidate five company columns into a single column with the transpose tool to join on company name and industry data; then title-case the names with data cleansing.

Join datasets with the join tool, aligning company name across left and right inputs and renaming fields for clarity. Evaluate master data and outputs to resolve mismatches and ensure joins.

Learn to use summarize and join tools to group by industry, count board members, and compare diverse versus non-diverse experience across banking, with Facebook and holding companies as examples.

Analyze real estate data with Alteryx to compare Covid 19 and prior five year changes in city home values and rents, producing a single report with charts and KPIs.

Join city-level home value and rent data, transpose to month records, compute prepandemic and covid percentage changes and their delta, then visualize with a bar chart and produce a report.

Clean Covid-19 data in Alteryx by removing nulls from average home value and rent value, then split into two date ranges (March 2020 to September 2022) for percent-change analysis.

Demonstrate reshaping Abilene, Texas housing data to compute home and rent value percent increases from March to September 2022 using Crosstab, transpose, and formula tools in Alteryx.

Join on region ID to combine home value increased percent with rent value increase percent, then compute the Covid impact delta as a new numeric column.

Repurpose workflow steps to create a five-year prior delta, join datasets, and compare Covid impact deltas to evaluate how housing values outpaced rent increases in key markets.

Join datasets by region ID to compare covid-19 deltas with the five years prior deltas, sort by impact, select top records, and prepare a report with charts for stakeholders.

Create interactive charts and reports in Alteryx for accounting by linking chart tool to select records, adding layers for covid 19 impact and prior deltas, and formatting a kpi table.

Learn how to join multiple reporting tools, arrange sections with the layout tool, and render a polished final report as a PDF optimized to 11 by 17 tabloid size.

Create a dynamic snapshot report of month-to-month revenue for all customers by merging November and December AR registers; compute invoice amount, tax amount, and total changes, highlighting declines over 1 million.

Skip the first three rows to expose headers, fix embedded new lines with regex replace, and rename columns from the first row. Prepare both December and November files for union.

Learn to union monthly data in Alteryx by appending file names to records, using the info tool to extract file source, and dynamically handling months with tile and summarize tools.

Split November and December data into two streams by tile number, then join on customer number. Use union and data cleansing to replace nulls with zeros for month-over-month analysis.

Create formulas for invoice, tax, and extra charge changes and the total change using current minus old values with doubles; filter changes less than -1 million to reveal records.

Build a dynamic snapshot report with a data table and a kpi bar showing the invoice threshold. Derive the current month from the file name to title and render a pdf.

Test dynamic Alteryx workflows with multiple month files and verify the current month updates the snapshot report. Troubleshoot tile-order issues and ensure prior month data aligns when files shift.

Design a batch macro in Alteryx to identify the ten lowest performing customers per city by month-over-month net billings, saving results as separate city files or tabs.

Identify the top ten customers in each city by the worst net change in billings, compute the percent change, and output 12 city reports with a dynamic batch macro.

Build a batch macro in Alteryx by configuring macro and file inputs, filter by city, summarize net billings, compute percent change, and save ten results to city-specific output files.

Dynamically update the city filter and output file names in a batch macro using the control parameter and action tools, cycling through cities like Los Angeles and Atlanta.

Learn to save and add a city filter macro to your workflow. Use a single control parameter to summarize cities and generate city-specific output files.

Save city data as separate tabs in one workbook by renaming the output file, enabling overwrite sheet, and updating each tab name with a control parameter.

Create Alteryx workflow to identify the top five customers by category whose net billings increased monthly, producing category outputs and a tabbed file for electronics, home goods, and office supplies.

Build a batch macro in Alteryx for accounting. Use macro input and a control parameter to dynamically filter by category, then output data to separate files and tabs.

Learn to create a monthly sales by region and category report in Alteryx, using a batch macro to identify the ten least profitable customers per city and map their locations.

Modify the macro to route data downstream, then join city data with a US cities file to obtain latitude and longitude for mapping with the spatial tool.

Create spatial points from longitude and latitude and attach them to the join. Configure maps, layers, legends, and areas to focus on text with left-aligned layout for the report map.

Aggregate data to region level using a summarize tool from revenue by city file, then display net billed, net billed prior month, and change in monthly sales with KPI layouts.

Use the summarize tool to pull category data from the revenue by city file. Group by category and region to compute net build prior month and net change in billings.

Create a category data container from the macro output, isolate the ten lowest customers to focus on, and convert percent change in net billing to a percentage with a sign.

Join region and category data to build a final report, organize layouts, containerize categories by region, then render a polished pdf with centered kpis and clear sections.

Create an analytical app that compares two months' revenue using user-provided files and a net-change threshold, delivering an output file and insights without exposing the backend workflow.

Develop an analytic app to upload purchase data, compare marketing campaigns, and reveal campaign effectiveness and behavior changes across two time periods.

Build a popular products analysis workflow in Alteryx for accounting to calculate total revenue and profit. Identify top products per category using a batch macro and dynamic controls.

Build a dynamic popular products report by linking a basic table to a macro, centering fields, and using a top three text element for the category data, arranged vertically.

Turn the workflow into an analytic app by adding a numeric up-down control for how many products per category, defaulting to top five, and test via a render to pdf.

Analyze top performing campaigns by aggregating campaign ID, campaign type, and product category, measuring quantity, campaign cost, total revenue, and profit, then sort by a chosen metric to reveal insights.

Explore building KPIs for campaign performances above a table by using a summary tool, sort, select records, and report text to reveal the top campaign ID and its profit total.

Convert the analysis into a dynamic top campaigns analytics app with a dropdown to choose a metric and real-time sortable data. It updates the sort order based on user selection.

Demonstrates building an analytic app that updates campaign KPIs by a user-selected metric, sorts campaigns, and shows the top total with dollar signs for currency metrics or quantity.

Analyze behavior over time by building two date-range data streams, joining campaign data, and computing delta between periods to compare quantity by campaign, type, and product category.

Build reporting in Alteryx with a table, an interactive bar chart for campaign types, and a behavior over time KPI using date range comparisons and layout tools.

Automate and analyze behavior over time in an analytic app by configuring date filters, updating KPI ranges, and linking UI tools to produce a comparative report.

Design a polished analytics UI in Alteryx by grouping questions, arranging tabs for popular products, top campaigns, and behavior over time, and assembling results with join and layout tools.