Alteryx in Accounting

[chris-jackson]

I'm currently a student, soon to enter the world of external auditing in public accounting. We are learning how to use Alteryx in one of my courses right now, and so far I am enjoying it (though I am grasping it fairly slowly). I am curious how Alteryx might be used in the real world in this field. Any stories or experiences are appreciated! Thank you.

[Emil_Kos]

Hi @btran8,

In my opinion, the best learning materials are interactive lessons. They will show you all the most important tools available in Alteryx.

https://community.alteryx.com/t5/Interactive-Lessons/tkb-p/interactive-lessons

The second thing would be having a goal to achieve certification: 

https://community.alteryx.com/t5/Certification/bd-p/product-certification 

Here you have all information about the requirements for Core certifications:

https://s3-us-west-1.amazonaws.com/ayx.policies/Core+Certification+Exam+Prep+Guide.pdf

A great resource of knowledge is also weekly challenges. After you will complete all the interactive lessons please go to the weekly challenge index and check the data preparation challenges for the beginner level.

If you will be interested in one particular topic you can also check the video lessons. They are available bellow:

https://community.alteryx.com/t5/Videos/Video-Training-Index/td-p/45161

[Emil_Kos]

Hi @andrevvmartinez,

Alteryx is quite a popular tool in finance. Especially in some bigger banks. I am not sure if this is very popular in accounting.

I would suggest going to the most popular job search portal and see how many job posts there are with Alteryx in the job description.

Do the same activity on Linkedin and you will have some level of understanding. Please also keep in mind that when you will finish school Alteryx will be a more popular tool then it is now.

What I would suggest is learn more about data, excel, Alteryx as this will give you some competitive edge against others. If you would be really interested in Alteryx you will land a job that will utilize your accounting skills + Alteryx skills at the same time but you would be determined to do so. 

An excellent way would be getting some experience with Alteryx for good to help some kind of organization with Alteryx. 

I hope this was helpful to you.

[Emil_Kos]

Hi @Joel_M,

Obtain Alteryx certification: 

Here you have all information about the requirements for Core certifications:

https://s3-us-west-1.amazonaws.com/ayx.policies/Core+Certification+Exam+Prep+Guide.pdf

If you will have a goal it will be easier to learn and you will also get a great mark from your colleague course. 

If you are interested in tips on how to use Alteryx please refer to this link:

https://community.alteryx.com/t5/Engine-Works/30-Tips-in-30-Minutes/ba-p/676151

This is a video that shows 30 tips in 30 minutes. 

If you still didn't finish all the interactive lessons I strongly suggest doing it. They will show you all the most important tools available in Alteryx.

https://community.alteryx.com/t5/Interactive-Lessons/tkb-p/interactive-lessons

A great resource of knowledge is weekly challenges. After you will complete all the interactive lessons please go to the weekly challenge index and check the data preparation challenges for the beginner level.

If you will be interested in one particular topic you can also check the video lessons. They are available below:

https://community.alteryx.com/t5/Videos/Video-Training-Index/td-p/45161

[ZeusRangel]

Hi, my name is Zeus Rangel and I'm just going over Alteryx and I'm finding it very fun. I'd like to know if it would've been helpful learning about Python before jumping into Alteryx? 

[StephV]

Hi @David_Huynh , 

Welcome on board! You're in the right place, you'll meet a lot of Data passionates here in our Community. 

I would definitely recommend starting with Getting Started Learning Path in Alteryx Academy, and as you get more comfortable -- making an attempt at doing some of the beginner Weekly challenges since you're discovering Alteryx Designer.

Feel free to start a new conversation in the Discussions section if you have any questions.  

I wish you luck, enjoy learning & keep us posted.

Cheers,

[StephV]

Hi @gretacasagrande, 

Thanks for introducing yourself to the Community and welcome to Alteryx family!

If you're just getting started with Alteryx, I'd recommend checking out the Getting Started Learning Path in the Academy. Check out the weekly challenges to test your skills! Note the "Labels" component on the right - you can sort by tools or by "beginner" so you can test out your skills! 

Feel free to start a new conversation in the Discussions section if you have any questions. We have a passionate group of Community members who are always looking to support others, so any question goes. 

I wish you luck, enjoy learning & keep us posted.

Cheers,

[StephV]

Hi @JannaAmposta, 

Welcome on board! 

Did you check the Weekly challenges to get more practice and have fun too? Don't forget that we have a lot of great resources to help you through your learning journey. Here is the Exam Prep Guide if you need it.

We recently launched an Industry Discussions forum to engage in your specific domain of expertise. We are building up content with our members and we would welcome your contributions. 

I wish you luck, enjoy learning & keep us posted.

Cheers, 

[StephV]

Hi @Eliuak, 

great to see so much enthusiasm! You're in the right place, you'll meet a lot of Data passionates here in our Community. 

I recommend the beginner Weekly challenges to get more practice and have fun too. 

Feel free to start a new conversation in the Discussions section if you have any questions. We have a passionate group of Community members who are always looking to support others, so any question goes. 

Let us know if you need any help! 

Cheers, 

[StephV]

Hello @richrcono , 

Thanks for introducing yourself to the Community and welcome to Alteryx family!

I recommend checking out the weekly challenges to test your skills! Note the "Labels" component on the right - you can sort by tools or by "beginner" so you can test out your skills! Do you plan to pass the Core certification? Here is the Exam Prep Guide if you need it.

Feel free to start a new conversation in the Discussions section if you have any questions.  

Let us know how it goes!

Cheers,  

[StephV]

Hi @gwen_nguyen6, 

Welcome on board! 

great to see so much enthusiasm! You're in the right place, you'll meet a lot of Data passionates here in our Community. 

I would definitely recommend starting with Getting Started Learning Path in Alteryx Academy, and as you get more comfortable -- making an attempt at doing some of the beginner Weekly challenges since you're discovering Alteryx Designer. Check out the weekly challenges to test your skills! Note the "Labels" component on the right - you can sort by tools or by "beginner" so you can test out your skills! 

Feel free to post a question in the Discussions section if you need any info, help, or guidance.

I wish you luck, enjoy learning & keep us posted.

Cheers,