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Finance domain workflows

8 - Asteroid

Glad to tell you that I passed the Core certification recently. Would like to get some tips on how to apply Alteryx Designer in finance domain - will appreciate if you share your experience and some high-level (or detail if possible) overview of your workflow(s) in your workplace. It can be asset management, equity research (financial modeling, anyone?), investment or commercial banking, brokerage, or treasury/corporate finance of non-financial sector.


Thanks a lot!



Alteryx Alumni (Retired)

Congrats on your Core Certification!


One place to look for some finance use cases will be the Office of Finance template Kit


I'll be interested to see which other workflows and use cases are discussed/shared here!

12 - Quasar

@urezwan congratulations! On passing your exam!


As @KaneG mentioned, the tool kits are an incredible place to start! They have loads of ideas and use cases that you can find yourself rebuilding and manipulating to fit your needs and data structure! Good luck!

Alteryx Alumni (Retired)

Hi @urezwan ,


welcome to the Certified Club 🙂


In addition to the Office of Finance Starter Kit - the Banking & Financial Services Starter Kit sound like a very good fit for you:  



Best regards