Alteryx for Accounting, Tax and Finance Professionals - Paperback

by Trent Green (Author)

"This book is exactly what I needed to get started with Alteryx in just one day."

Dealing with massive amounts of messy data as part of Microsoft Excel(TM) calculations has traditionally been an enormously labor-intensive and time-consuming challenge for accounting, tax and finance professionals. This book explains how Alteryx(TM) can be used to address these challenges in a progressive, fully illustrated manner.

• Learn how to import data from Excel and other sources into Alteryx using the Input Data tool.
• Develop Alteryx "workflows" to quickly and systemically organize, format, cleanse and analyze large amounts of data using tools such as Select Records, Dynamic Rename, Select, Filter, Unique, Text to Columns, DateTime and several others.
• Cleanly and accurately combine separate datasets using the Join and Union Tools.
• Learn advanced techniques for manipulating data presented in rows and columns using the CrossTab and Transpose tools.
• Use the Summarize tool to perform calculations and to aggregate data in rows.
• Export data that you've cleaned and organized to Excel using the Output Data tool for further computations and analysis.
• Review methods and techniques for taking advantage of the speed and power of Alteryx while simultaneously strengthening internal controls.

All of the material presented in this book is explained in the context of financial and other examples that matter to accounting, tax and finance professionals. If you've been searching for a better, faster and more accurate way to organize large amounts of data that feed into and support complex Excel calculations, this is the guide you've been looking for!