Charlotte, NC

Sherpa is looking for Candidates for a 12 month Contract Assignment leveraging Alteryx and Tableau. See job description below and contact Keith Neus (kneus@sherpallc.com)    Job Title: Data Analyst Overview: Seeking an experienced analyst to support ongoing efforts in optimizing data workflows and reporting within a finance technology team. This role involves rationalizing and improving existing Alteryx and Tableau assets, creating process documentation, and identifying opportunities for automation and process improvement. Key Responsibilities: Streamline and document Alteryx workflows and Tableau dashboards Provide training and best practice guidance Improve and maintain clear process documentation Analyze business processes for efficiency and resiliency enhancements Requirements: 5+ years in Alteryx (including complex workflows) 3+ years in Tableau 5+ years with SQL and PowerQuery Strong analytical and documentation skills Preferred: Experience with financial systems (e.g., SAP, Essbase, Workiva) Project accounting knowledge Background in finance/data roles, ideally within financial services ... View more

We had an incredible Charlotte Alteryx User Group meeting yesterday! A huge thank you to everyone who joined us. Our discussions covered innovative ways to optimize workflows and enhance analytics capabilities. Here’s a quick recap of the two insightful presentations: 📊 Dynamic Data Solutions with Alteryx Analytic Apps – Taylor Gruendel  Taylor gave us a deep dive into Alteryx Analytic Apps, demonstrating how they enable interactive and dynamic workflows with user-driven inputs. Key takeaways: No-code self-service analytics – Empowering business users to interact with data without complex coding. Automation & reusability – Reducing manual intervention through reusable apps that dynamically adjust based on user inputs. Scalability & integration – Seamlessly connecting to databases, APIs, and cloud platforms for enterprise-wide analytics. Real-world applications – From dynamic filtering and data validation to automated report generation, these apps simplify analytics for users across different skill levels. 🛠 Refactoring Alteryx Workflows with Test-Driven Development (TDD) – Steve Ahlgren  Steve broke down the best practices for refactoring complex Alteryx workflows, using Test-Driven Development (TDD) principles. Some key insights: “Always assume your code is defective” – Testing should be the first step, not an afterthought. The 5-step refactoring framework – Establish context, create pinning tests, apply parallel refactoring, extract macros, and manage assumptions. Legacy code survival tactics – Breaking down large, unstructured workflows into manageable components using incremental refactoring. Defensive design – Using preconditions, postconditions, and validation tests to ensure workflow reliability. 💡 Key Takeaway: Small, incremental improvements in workflow refactoring and analytics apps can significantly enhance performance, scalability, and maintainability. 💬 Join the Conversation! What are some of the biggest challenges you face when building Alteryx workflows? Have you used Analytic Apps or TDD practices to optimize your analytics processes? Let’s discuss in the comments! 🚀 ... View more

JOIN US FOR THE IN-PERSON Q1 2025 CHARLOTTE ALTERYX USER GROUP MEETING Alteryx user groups provide an opportunity for Alteryx users to connect, share best practices, and improve skill sets that help maximize their potential with Alteryx. Whether you are a long time Alteryx user or just getting started, all are welcome to attend!   If you have not already joined the Charlotte User Group, please join the User Group to stay up to date on current and future meetings.   Agenda (Subject to change): 5:30 PM - 5:45 PM: Arrivals and Networking 5:45 PM - 6:00 PM: Welcome and Alteryx Updates 6:00 PM - 6:30 PM: Taylor Gruendel's technical training on Analytic Apps 6:30 PM - 7:00 PM: Steve Ahlgren's presentation on the stepwise refactoring of Alteryx workflows 7:00PM: Close   If you have feedback or would like to suggest topics for this meeting or any future meetings, feel free to share on our Discussions forum.    We look forward to seeing you! ... View more

📢 TIME TO REGISTER📢 Please join us in-person for our first Charlotte Alteryx User Group meeting of 2025! Alteryx user groups provide an opportunity for Alteryx users to connect, share best practices, and improve skill sets that help maximize their potential with Alteryx. Whether you are a long time Alteryx user or just getting started, all are welcome to attend! When: MARCH 26 (this is a change, it was previously Feb. 26!) Agenda (Subject to change): 5:30 PM - 5:45 PM: Arrivals and Networking 5:45 PM - 6:00 PM: Welcome and Alteryx Updates 6:00 PM - 6:30 PM: Taylor Gruendel's technical training on Analytic Apps 6:30 PM - 7:00 PM: Steve Ahlgren will show us how to refactor legacy workflows 7:00PM: Close Location: Sherpa | Recruiting, Staffing & Consulting at 200 Providence Road If you have feedback or would like to suggest topics for this meeting or any future meetings, feel free to share on our Discussions forum. We look forward to seeing you! If you have not already joined the Charlotte User Group, please join the User Group in order to RSVP to the event.   1Q25 Charlotte Alteryx User Group Meeting - Alteryx Community ... View more

Calling All Data Enthusiasts in Charlotte, NC! Are you ready to elevate your data game and explore the cutting-edge possibilities of Generative AI? Join us at Heist Brewery & Barrel Arts on Wednesday, February 26, from 2:00 – 5:30 PM, and discover how Alteryx is revolutionizing data analytics with AI-powered insights. 🍺 Here’s what’s on tap: • When to Gen? Learn how Alteryx Designer powers GenAI success. • AI in Action Automate and enhance workflows with Generative AI. • Live Demos See real-world AI applications for data prep, analysis, and more. • Networking Connect with industry experts and fellow data enthusiasts. • Craft Brews & Brewery Tour Enjoy local brews while exploring the future of data! ✨ Don’t miss out on this unique blend of data, AI, and craft beer: https://ow.ly/3r6h50UMQTQ ... View more