New Alteryx Designer User

Question

Hi everyone,

I just recently started using Alteryx Designer and I've been using the interactive lessons to help guide me through the program. I have found these interactive lessons very helpful and I also enjoy how Alteryx gives you an example for each tool in the program. I will be going into the public accounting field shortly and I wanted to know if anyone had any real world examples for what Alteryx might be used for in that setting?

Watermark · Answer

Edgar, seems to be a new for new useres: Welcome.

@Qiu  had some good recommendations as well as @TheOC .  Great places to look for both real world where you're headed, as well as general resources.  The Weekly Challenges are DEFINITELY a good place for 'answering business questions' not simply tool execution.

Addtionally here are some links for convenience.

Weekly challenges. Be sure to look at the index.

Weekly Challenge - Alteryx Community

Certification testing is free for Core and Advanced, and you end up learning a lot just 'doing' the testing. They're open book and they challenge you to learn things.

Certification - Alteryx Community

It's great you found your way here, there are a ton of resources. I'd advise watching all the Interactive Lesson Videos which I think you may already be doing:

Interactive Lessons - Alteryx Community

As a final resource I will suggest you possibly check out my 50 free Alteryx Tutorial videos on YouTube:

https://www.youtube.com/channel/UCt3PRoGPj2zkvSJSv_PPXaA

Best of luck

Mark Thompson

TheOC · Answer

hey @Edgar_Gomez

Cool to hear you're going into Accounting with Alteryx, theres great possibilities there.

Your best bet for learning practical uses will be the use-cases, remember to use the search/filter functionalities to find what you need!

Be sure to have a look around the community - its really a fantastic place for learning. A couple of resources I would especially recommend knowing about are:

* Alteryx Designer Discussions - A place where users can ask questions about specific Designer workflows they are working on, and receive help from members on the community. Typical response time (from what I've seen) is under 10 minutes for someone to reply with a potential solution, so its a very quick resource for bespoke information. Additionally, you can search using the search function at the top right for specific issues if you happen to run into any that may have been faced by other users before.
* Alteryx User Groups - When I first got into Alteryx, I didn't join User Groups as I thought they would be very technical and that I would need plenty of experience before diving in. However, they really aren't. User groups are an incredibly friendly environment to discuss workflows, what's going on in the Alteryx World, and a great place to network with people in the community. Even better, with the world still being very much virtual at the moment, most of the User Groups (including the North East UK User Group, which I am currently a leader of) are hosting virtual events so they are easy to join.
* The Alteryx Academy - Easily the best place to learn about Alteryx and how to use it. I would especially recommend the learning paths which include short snippets of learning specific topics, including Alteryx for Excel users, which helped me translate a lot of my Excel knowledge over to Alteryx. There are also the weekly challenges, which are challenges delivered by Alteryx on a weekly basis, based around real-life situations and community submitted problems. They are a fantastic way to learn practical uses of Designer, and also its really interesting to see the many different approaches to answering the same problem. Once you have progressed with learning Alteryx, I would definitely recommend the Alteryx Certifications. They are free to do (Core and Advanced), and provide a useful benchmark for your knowledge. You can also just take them again in 7 days, in the case that you don't pass, so don't feel any pressure to know everything before you give them a go!

I hope you find Alteryx to be easy to learn, and intuitive to use. Do remember that almost every tool has an example workflow and help documentation if you right click the tool in the tool palette:

("Help" for the tool documentation, "Open Example" for the example workflow).

And be sure to search for/ask for help on the community if you get stuck. Alternatively, feel free to drop me a message here on the community!

Cheers,
TheOC

Qiu · Answer

@Edgar_Gomez 
Welcome to the world of alteryx.
Alteryx is a tool for data processing and very efficient and productive.
For the user case, I did a search and this may help.
https://community.alteryx.com/t5/forums/searchpage/tab/message/search#!/search?searchString=Accounting&from=0&sortby=_score&orderBy=desc&pageNo=1&aggregations=%255B%257B%2522type%2522%253A%2522_index%2522%252C%2522filter%2522%253A%255B%2522alteryx_prod_community%2522%255D%257D%252C%257B%2522type%2522%253A%2522boardName%2522%252C%2522filter%2522%253A%255B%2522Alteryx%252520Use%252520Cases%2522%255D%257D%255D&uid=a7f8ff43-b37c-11e9-ad2e-06908fe445c6&resultsPerPage=10&exactPhrase=&withOneOrMore=&withoutTheWords=&pageSize=10&sid=1646355049473682&language=en&mergeSources=false&suCaseCreate=false
A few samples are

https://community.alteryx.com/t5/Alteryx-Use-Cases/Automated-Tax-Engine-Testing-with-Alteryx/ta-p/762405

https://community.alteryx.com/t5/Alteryx-Use-Cases/Payment-Reconciliation-at-Compensar/ta-p/416817