Analytical Workflows with Alteryx

Description

This session introduces Alteryx as a tool for developing repeatable analytical workflows. Using Alteryx SparkED cases, students prepare and combine data, apply analytical procedures, and interpret the resulting outputs. The session emphasizes translating business questions into logical sequences of operations and checking whether those operations produce reliable evidence.

Motivation

How can we turn a business question into a repeatable analytical workflow?

Review

Screening demonstrated how analytical choices can identify firms or observations for further investigation. This session shifts attention to implementing an analysis: how do we organize data preparation and analytical steps into a workflow that can be inspected, validated, and applied to new data?

Team format

Assessment Teams

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

  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

• Case

  Class 10 Slides

  Open case: Class 10 Slides

Tools

• Alteryx

Concepts

• Workflows
• Self-service analytics

Data

Use git pull to update your datasets.