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Tax, Audit + Office of Finance

Welcome to the Alteryx Tax, Audit + Office of Finance User Group!

This user group is for anyone who works with money in their data. Maybe you're in the finance or accounting department at your organization, or maybe you use Alteryx to analyze tax and audit data. Perhaps you work at a bank or are a consultant in the financial sector. No matter who you work for or what your title is - if there's money in your data, this user group is for you.

Please join us in sharing experiences, best practices and knowledge.

User Group Leaders:

Foster King Rohit SomaniAlejandra LyonMarie Hibbert

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Alteryx
Alteryx

Hi @rsomani005 ,

 

Thank you for your reply! Yes, indeed the workflows have been uploaded. However, they are uploaded as .yxmd format - meaning to say, the referenced datasets were not included inside the uploaded attachment.

 

If you can export the workflow as .yxzp format (and include the referenced datasets used as part of the export) - that'll be great! For more info on exporting workflows as yxzp, you may view this post here: https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Export-Workflows-with-Attachments-A...

 

Thanks so much!

 

Best,

MU

Meteor

Here you go. Attaching the workflows in .yxzp. I made these workflows some time ago but as far as I remember, the data from the Weekly stock price workflow will download the stock price data from Quandl. In order to run the first workflow, you will need to register and get an API key from Quandl. 

 

Once you get the weekly stock price data, I think manually calculated the return % ages from the stock price data and then fed it into the second workflow which determines the ideal weights based on Modern Portfolio Theory.