Learn Alteryx

A practical Alteryx subject for finance and consulting professionals. Seventeen courses and projects across four tracks, from importing and joining data through to predictive analytics, financial statement automation, web scraping and macros. Beginner to Advanced.

Curriculum

17 courses & projects
Total Learning
~38 hours
Level
Beginner to Advanced
Credits
31 CPE/CPD

1M+ learners trained 4.7/5 average G2 rating 80% course completion rate

Why Alteryx?

Repeatable analytics workflows finance and consulting teams can actually maintain.

Alteryx is the analytics workflow tool that finance and consulting teams turn to when spreadsheets stop scaling. This subject takes a complete beginner from importing and joining data through advanced predictive analytics, financial statement automation, spatial analysis, web scraping and macros. No coding background required.

Beginner to advanced in one subject

Open Alteryx for the first time in week one. Build production‑grade workflows with macros and predictive models by the end. Skip ahead, jump in mid‑subject, or run it all top to bottom.

Three workplace projects, not just lectures

Workplace cases on cash flow reporting, revenue prep and courier logistics. Skills practised on the kind of problems Alteryx actually shows up to solve.

A finance and predictive analytics stack

Dedicated tracks on automating financial statements, web scraping and a full predictive analytics workflow with regression, classification, time series and clustering models.

Credentials that stand up

Every milestone is independently accredited by CPD, CPE and NASBA, so what learners earn here counts towards continuing professional development.

Learning Outcomes

What learners will be able to do by the end of the program.

Every outcome is mapped to a specific lesson and assessed through scenario‑based exercises. Learners walk away with practical Alteryx workflows they can apply on the next client engagement, deal review or finance close.

Build clean, well‑labelled Alteryx workflows

Import any dataset, lay out workflows that other analysts can read, and use containers and comments to keep work production‑ready.

Introduction to Alteryx

Join, transform and reshape any dataset

Unions, joins, pivots, transposes, parsing, formulas, fuzzy matching and regular expressions. The full data preparation toolkit.

Automate financial statement preparation

Cut hours from the close. Automate the processing of Income Statements, Balance Sheets and Cash Flow Statements directly inside Alteryx.

Run spatial analysis and geospatial mapping

Convert coordinates into geospatial data, then map and analyse it directly in Alteryx for retail expansion, logistics and territory planning.

Build dynamic apps and macros

Design analytical applications, batch and iterative macros, and chain them together. Reusable, production‑grade workflows that scale across the team.

Web scrape and integrate live external data

Cross‑reference website content with API geo‑data, then manipulate the result inside Alteryx to produce an enriched dataset ready for analysis.

Run a full predictive analytics workflow

Linear and logistic regression, time series forecasting, classification, clustering and market basket analysis. Build, evaluate and deploy models, all without writing code.

The Curriculum

Seventeen courses and projects, across four tracks.

Alteryx is built as four tracks. Beginner workflow basics through to applied data manipulation, advanced practical applications and a full predictive analytics workflow, with three workplace projects threaded through. Pick a single track or run the full subject end to end.

Track 01 · 3 items

Introduction to Alteryx

The starting point. Importing data, building workflows, joining and transforming, and outputting results to other tools and stakeholders.

  1. Alteryx Fundamentals
    Import datasets into Alteryx and use selection, comment and container tools to build clean, correctly labelled workflows that other analysts can read and trust.
    2.5 hours | 1.5 CPE/CPD
  2. Joining and Transforming Data
    Joining data is fundamental but rarely easy. Build a confident grasp of unions, joins, pivots and transposes, the moves every Alteryx workflow leans on.
    2.5 hours | 2.0 CPE/CPD
  3. Inputting and Outputting Data
    Connect Alteryx to a wide range of data sources and share results with collaborators or other tools. Covers Dynamic Input, the Reporting tools and the Publish to Power BI tool.
    3 hours | 3.0 CPE/CPD

Track 02 · 4 items

Data Manipulation

Parse, calculate and clean. Two applied courses on parsing, formulas, fuzzy matching and regular expressions, with two workplace projects on cash flow and revenue prep.

  1. Applying Parsing and Formula Tools
    Almost every project needs some parsing and a few calculations before analysis can start. Master the parsing and formula toolkit Alteryx provides.
    2.5 hours | 2.0 CPE/CPD
  2. Automate the presentation of cash flow data
    A workplace project. Help an emerging sushi franchise produce standardised, up‑to‑date cash flow reports for each franchisee, automated in Alteryx.
    1.5 hours | 1.5 CPE/CPD
  3. Automate the preparation of revenue data for analysis
    A workplace project. Help WashCo, a washing machine company, automate the cleaning of complex revenue datasets so reporting moves faster and with fewer errors.
    1.5 hours | 1.5 CPE/CPD
  4. Finding and Replacing Data
    The advanced parsing and manipulation toolkit. Fuzzy matching and regular expressions, taught through a series of applied lessons.
    2 hours | 1.5 CPE/CPD

Track 03 · 5 items

Practical Applications of Alteryx

  1. Automating Financial Statement Preparation
    Cut hours from the close. Automate Income Statements, Balance Sheets and Cash Flow Statements directly inside Alteryx so the finance team gets time back every month.
    3.5 hours | 3.0 CPE/CPD
  2. Spatial Data and Mapping
    Geospatial analysis is increasingly central to retail, logistics and territory work. Convert coordinates into geospatial data and map them directly in Alteryx.
    2 hours | 1.5 CPE/CPD
  3. Applications and Macros
    The Alteryx interface tools. Design and run dynamic apps, build Batch and Iterative macros, then chain analytical applications together for production‑grade automation.
    3.5 hours | 3.0 CPE/CPD
  4. AB Testing
    Apply AB testing inside Alteryx to understand customer behaviour, measure changes properly and improve the customer experience with statistical confidence.
    1.5 hours | 1.0 CPE/CPD
  5. Web Scraping
    A case study that cross‑references a website with API geo‑data. Investigate sites, extract relevant fields, manipulate them in Alteryx and integrate sources into one enriched dataset.
    2 hours | 1.5 CPE/CPD

Track 04 · 5 items

Predictive Analytics

  1. Regression Analysis
    Linear and logistic regression applied to business cases. Deploy models, assess their quality and tune them for stronger predictive performance.
    2.5 hours | 2.0 CPE/CPD
  2. Help a courier service improve delivery times
    A workplace project. Build a linear regression model on previous deliveries to give a courier company more accurate delivery‑time predictions.
    1.5 hours | 1.5 CPE/CPD
  3. Time Series Analysis
    The Alteryx time series tools. Run univariate and covariate forecasts on historic data, compare outputs and learn the trade‑offs of customising the model.
    2 hours | 1.5 CPE/CPD
  4. Classification Models
    Use sample data to train and validate classification models in Alteryx. Try several techniques, then export the best ones and fit them to new data.
    2.5 hours | 2.0 CPE/CPD
  5. Clustering and Market Basket Analysis
    Two unsupervised learning techniques inside Alteryx. Market basket analysis to understand customer behaviour, and clustering to surface underlying patterns as groups.
    2 hours | 1.5 CPE/CPD

Summary

17 Courses & Projects
~38h Total Learning
31.0 CPE / CPD Credits
100% Self‑paced