Note: you will need Alteryx Designer version 21.4 or later.
10-K SEC form AIS use case
If you would like to try out this workflow tutorial:
1) Download a trial version of Alteryx Intelligence Suite if you don’t already have it here:
https://www.alteryx.com/intelligence-suite-trial/intelligence-suite-trial
2) Download the attached 10-K_AIS_Designer_analysis.zip
3) Unzip the Folder.
4) Open 10-K_AIS_Designer_analysis.yxmd in Designer
5) Point the 10-K file input directory tool to the data folder you extracted.
6) In the Word Cloud container: select the Image Template tool and point it to the pdf named “company-full-10-K.pdf“. Next, import the annotation named “market-section-annotations.json“.
7) For the input tool named “Latitude / Longitude Country lookup”, select the Excel file named “Country_LatLong.xlsx“ in the input tool
8) Similarly to steps 5 and 6:
(8.a) Point the 10-K Exhibit 21 directory tool to the data folder you extracted
(8.b) In the 10k Exhibit 21 - Geo exploration container, select the Image Template tool and point it to the pdf named “company-subsidiaries.pdf“. Next, import the annotation named “jurisdiction-annotation.json“
9) Run the workflow. Please expect a few of minutes for the full workflow to conclude running.
The public loves following mergers and acquisitions (M&A) stories. So much suspense, excitement and… lots of work behind the scenes! We'll be stepping into the shoes of an imaginary M&A analyst. Your task is simple: gather as much information as possible about company A. The domain covered: Manufacturing. The challenge: you were invited to join a senior management meeting a tad bit too late and you have <1hr to create a shiny summary report! Your tools are: A fresh off the press 10-K SEC public annual filing document and your best friend Alteryx Designer + Intelligence Suite.
