Integrating Analytical Skills 2

Description

As the second class in a two class sequence, this class integrates data preparation and analytical techniques through a structured accounting problem. Combining these skills is important because answering accounting questions generally requires multiple steps rather than a single analytical technique. We will use Alyterx's SparkEd cases in this class.

Motivation

Can we combine our data preparation and analytical skills into a workflow to answer an accounting question?

Review

The course has progressed from evaluating data quality to preparing data and analyzing both transactions and text. This class brings those skills together and reinforces the complete process from receiving data through producing an analytical result. This is class two of a two class sequence, utilizing Alteryx as a tool for data analysis.

Materials

• Case

  General Ledger Clean Up

  View Online: General Ledger Clean UpWord: General Ledger Clean Up

• Case

  International Group Taxes Overview

  View Online: International Group Taxes OverviewWord: International Group Taxes Overview

• Case

  Suspect Vendors Overview

  View Online: Suspect Vendors OverviewWord: Suspect Vendors Overview

• Case

  Sales and Use Tax Allocation Overview

  View Online: Sales and Use Tax Allocation OverviewWord: Sales and Use Tax Allocation Overview

• Case

  Organizing Financial Report Data Overview

  View Online: Organizing Financial Report Data OverviewWord: Organizing Financial Report Data Overview

• Case

  PO Splitting Overview

  View Online: PO Splitting OverviewWord: PO Splitting Overview

• Slides

  Class 10 Slides

  View slides: Class 10 Slides

Tools

• Alteryx

Concepts

• Repeatable accounting & finance function workflows
• Self-service analytics