My Account
Get Started

Alteryx 2 for Financial Analytics

32 Lessons
CPEs 6.0
Computer Software & App

Learn how to take your Alteryx skills to the next level. This intermediate course builds on the basics to teach you data transformation, spatial analysis, macros, and analytic apps using real-world business datasets.

Course video preview

Current Status

Not Enrolled

Get Started

View Pricing & Plans
Access all courses starting at $25/m

Course Description

This intermediate-level Alteryx course is designed for professionals who already understand the core tools and functions of Alteryx Designer and are ready to expand their capabilities. Through hands-on exercises with the various datasets, you’ll learn how to clean and transform data, join and parse information, apply spatial tools, and build dynamic workflows, macros, and analytic apps.

By the end of the course, you’ll be able to streamline complex analytics processes and unlock the full potential of Alteryx for business problem-solving.

In this course, you'll learn...

Course Objectives

To apply advanced data transformation techniques

To optimize workflows for performance, maintainability, and scalability

To work with spatial data

To leverage macros and analytics apps to automate repetitive financial tasks and enhance interactivity

To utilize basic data investigation tools to have better insights on your data

How you'll apply these skills...

Automate Data Preparation: Build workflows that clean, join, and transform raw data into ready-to-use reports.

Analyze Geographic Trends: Use spatial tools to map customer regions, optimize routes, and identify market opportunities.

Create Custom Macros: Streamline repetitive tasks into reusable tools for faster, more consistent analysis.

Build Analytic Apps: Design interactive workflows that allow users to input parameters and generate dynamic outputs.

Enhance Reporting Efficiency: Produce polished datasets, dashboards, and summaries in minutes instead of hours.

Course Instructor

Franco Caoili, CPA, CMA

Course Content

Final Exam: Advanced Alteryx for Financial Analytics

Additional Info

Format

5-20 min. videos, 6 quizzes, and a final assessment

Field of study

Computer Software & App

CPE Credits

CPEs 6.0

Prerequisites

Completion of Wisdify’s Alteryx Fundamentals for Financial Analysis

Corey

Corey is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Corey is a big believer in the power of online learning and community with 15 years of finance and accounting experience.

Joe

Joe is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Joe is a big believer in the power of online learning and community with 20 years of finance and accounting experience.

 

Kelsey Murphy

Kelsey is Wisdify’s expert content developer. Taking feedback from our students, Kelsey creates extremely relevant blog posts and leads the development of Wisdify’s other free resources.

Prior to Wisdify, Kelsey worked as a business technology strategy consultant for Forrester, a global research and advisory firm. While there, she acted as project manager for numerous research-based consulting projects.

Kelsey earned a BA in Economics and Mathematics from Wellesley College.

Madison Bess

Madison oversees the social media strategy at Wisdify and makes sure we stay closely connected with our students, receive their feedback, and provide our students with valuable information.

Prior to Wisdify, Madison successfully ran the social media accounts for multiple companies. She also found time to start her own personal training company (which she still runs).

Madison earned a BA in English from Brigham Young University.

Maryn Coughran

Maryn is a co-founder and leads the marketing and outreach efforts at Wisdify. She ensures we are connecting with our customers, hearing their feedback, and then implementing their suggestions.

Prior to Wisdify, Maryn co-founded (along with Nate) BostonExcel, a Microsoft Excel training company that worked with dozens of companies in virtually every industry. Maryn’s clients included numerous Fortune 1000 companies, prestigious universities, startups and everything in between. She also happened to write and illustrate a children’s book. Let’s just say she’s a woman of many talents.

Maryn earned a BA in Economics from Wellesley College.

The Buckaroos

Gwyn, Jack, and Kate are the adorable tow-heads that lead up Wisdify’s campaigns on cuteness, energy, and sleep-deprivation.