Internal Auditing Help

Greetings Team!!!

I am a Professor of Accounting, and still quite new to Alteryx. I have taught Alteryx one time, and 100% of my students earned the Core Certification. As a result, I have been asked to prepare an Alteryx Workshop for our local chapter of the Institute of Internal Auditors on April 12. However, I do not have any sample workflows that would be meaningful and appropriate for this group.

Does anyone have a sample Internal Audit workflow (with dummy data) that they would be willing to share with me, along with a general question that they are addressing?

The Internal Audit Walkthrough is scheduled for 90 minutes, and as the audience is comprised of true beginners, a maximum of 10-15 tools would be appropriate.

Please note that my interest lies solely in continuing to promote Alteryx to my students and the professional community.

Thanks in advance.

Kevin

Workflow

Common Use Cases

Accepted answers

alexnajm

Have you looked at the starter kits? This one may be very relevant: Office of Finance Starter Kit - Alteryx Community

Raj

@KevinDow
Congratulations on your success with teaching Alteryx and earning your students the Core Certification! It's wonderful that you're continuing to promote Alteryx within your professional community.

you can refer the starter kit which are available on Alteryx community.
Although for first session what i personally do is make them aware of Alteryx and tell them how the manual task done in heavy spreadsheets by spending their most of the time can be automated and reused again and again.

Also, you can keep the first session light by introducing them to Input tools and preparation tool.
Creating a small workflow in front of them.

All the best for the session.

All comments

alexnajm

Have you looked at the starter kits? This one may be very relevant: Office of Finance Starter Kit - Alteryx Community

Raj

KevinDow

alexnajm,

Thank you for the suggestion. I will have a look now.

Kevin

KevinDow

Raj,

Thank you for the kind suggestion. I have taken a look at the Office of Finance Starter Kit, and found the Company Asset & Liability Reconciliations to be quite fit for purpose. I think that this sample workflow will work just fine!!!

Thank to all who suggested this!

I am quite grateful for this Community of support!

Kevin

alexnajm

Fantastic @KevinDow ! If you could mark the reply that solved your question (multiple can be selected), that would be great. Thanks in advance

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