User Group Resources

Are you getting ready to plan your next User Group meeting and don't have a presentation prepared?! Look no further! The AUG Team has gathered a few templates to help you and your fellow User Group leaders to make hosting an Alteryx User Group meeting as easy as 1,2,3.

Missed a meeting? Looking for the materials? Curious to see what happens at Alteryx User Group meetings? We got you covered! We have compiled a list that showcases what happens at our meetings in 2021.

Alteryx User Groups are independent volunteer organizations created for users, run by users and supported by Alteryx. Here you have an opportunity to meet locally or virtually to bring together a broad range of backgrounds so users of all skill levels can share ideas, experiences, and best practices in analytics.

An internal Alteryx User Group enables users to connect with peers in other teams, departments and offices in their organization to gain insights on how to leverage Alteryx. 

Missed a meeting? Looking for the materials? Curious to see what happens at Alteryx User Group meetings? We got you covered! We have compiled a list that showcases what happens at our meetings.

Do you love all things Alteryx? Do you dream in workflows? Do you enjoy the thrill of solving? Do you want to share your knowledge and learn something new from others? Have you at least once called yourself an Alteryx Addict? Becoming a leader of your local Alteryx Community is for you!

So you want to create your own EventBrite... how exciting! Creating an EventBrite is best way to get a snapshot of who has registered for your User Group meeting, and how many attendees you can expect.   Not sure how to get started? You've come to the right place. Here, you'll find a guide for how to create and publish an event for your next meeting.       Let's get started on creating a new event from scratch:    Request access to the Alteryx EventBrite account by reaching out to @LaurenU , @ChrisS , or @CatherineM  EventBrite will send you an email with instructions for getting set up “Create Event” Fill out Event Details Add an Event Image Best Practice: Use Canva to make a fancy picture! There are tons of templates, fancy fonts, clip art, etc! We use the LinkedIn Post Header size. AUG Template.           5. Event Description Add your agenda, important reminders, security and parking information Standard messaging to get you started: Alteryx User Groups enable peers to connect, share best practices, and improve skill sets that help maximize their potential with Alteryx.   Agenda 5:00-5:10: Welcome & Introductions 5:10-5:40: Use Case Presentation 5:40-6:10: Alteryx Connect Demonstration 6:10-6:40: Alteryx Certification Program 6:40-7:00: Q&A and Networking   Tip: Use the “Add FAQs” feature to see a template of FAQs.   6. Select your User Group in “Organizer Name"       7. Create Tickets > Free Ticket > Fill out Ticket Name as “RSVP" 8. Fill in Quantity available Set quantity based on space available at your location 9. Select “Actions” > Ticket Settings       10. Specify dates of when “Ticket Sales Start” and “Ticket Sales End”     Tip: Set your date end based on if you need to submit a roster to the front desk/security. CA Team usually closes dates 1-2 days before a meeting . 11. Additional Settings: Set up your Event Type and Event Topic   Pro-Tip: Use “remaining tickets” if you have limited seating   12. Make your event live!     Managing EventBrite Read on for more tips and tricks for working with EventBrite to get the most out of managing your event:   Event Dashboard   Order Options Edit and customize RSVP information, manage your waitlist, change the event language, etc.   Order Form Set the collection type on “Each Attendee” to allow customization of information based on ticket type Select “Create Question” > Add your custom question Select the following: First Name Last Name Email Address Company/Organization Work Address Phone Deselect Home phone Save! Tip: Custom add your own questions! Survey members before your meeting.           Waitlist Waitlist Settings > Enable Waitlist > Update “Maximum Waitlist Size”, “Attendee Information to Collect”, “Time to Repond”, “Auto-Response Message”, and “Waitlist Ticket Release Message”   Invite & Promote:  Email invitations   Analyze Event Reports > Attendee Summary > Export   Manage Attendees Add Attendees Add on last minute parties manually. Select quantity > continue > fill out information on registration page Attendee List Print Name Badges Check attendees into your meeting   You can even download the EventBrite App on your phone! (iPhone or Android)   If you have any questions, please reach out to @LaurenU, @ChrisS or @CatherineM . Now go forth and learn local!

  Alteryx for Good & User Group Volunteer Week: April 23 rd , 2017-April 29 th , 2017   What is Alteryx for Good? At Alteryx, we’re passionate about giving back to worthy causes and invite you to join us in doing good.  Together, we can significantly impact our communities and the lives of others.  Alteryx for Good provides the state-of-the-art analytic platform for educators, students, nonprofit organizations and local government entities to be better analysts, enabling their information to make an impact and influence social change. Our program is empowering ordinary people to do extraordinary things.  We’re for cause, passion, and the power of sharing.   What is Alteryx for Good Volunteer Week (April 23 rd -April 29 th )? A worldwide event encouraging Alteryx User Groups to give back to their local communities through volunteering activities and sharing their Alteryx data analytic software expertise to enhance their charity’s mission.  An opportunity to demonstrate passion and devotion to the betterment of their local communities where they work and live. By connecting our Alteryx User Groups with their local communities, Alteryx Users can show their charitable counterparts how to transform their information to make better engagement, fundraising, advocacy, and program decisions based on their data through Alteryx analytic tools. Participation is all voluntary, Alteryx users and User Group leaders can volunteer as little or as often works with their schedules.   FAQ How much time do I have to dedicate? Time is at your discretion. Participation is voluntarily and hours are flexible. Can I use company volunteer hours? Some employers offer programs to support volunteering efforts. We recommend checking if your employer offers volunteering programs. Do I have to volunteer in person? We highly encourage you to go out, volunteer physically, and support your local community by giving back as a team. When is Alteryx for Good Volunteer Week? Volunteer week is April 23-29. How do I select a Foundation at the User Group Meeting? Everyone can recommend a foundation. The User Group Leadership committee and/or the Alteryx User Group selects a foundation they would like to establish a relationship with. User Groups may select 1 of the 26 foundations with an Alteryx License. See list below. Luvin Arms AFG Volunteering blog – Tara McCoy, Alteryx, goes into depth of how she was able to use her Alteryx knowledge to help find a permanent home for Luvin Arms.  Who do I contact with questions? The Alteryx for Good Committee: alteryxforgood@alteryx.com What do I do after I select my foundation? Make sure that their operating income doesn’t exceed $10M in order to qualify for a free AFG License. Sign up for a GuideStar.org account to check their financials – it’s free! Reach out to the foundation and obtain a main of contact. Direct the contact at the foundation to fill out the alteryx.com/forgood application for their Alteryx Designer license. AFG Committee will review their request within 1-2 business days. The AFG and fulfillment team will send them their license key and online resources to onboard them. Help Wanted: Current AFG Approved Foundations Name Location Category Luvin Arms Erie, CO Animals Music for All Inc. Indianapolis, IN Arts Kids Play International Park City, UT Child Development The Commit! Partnership Dallas, TX Child Development Council for Exceptional Children Arlington, VA Child Development Best Beginnings London, UK Child Development Connect2Help211 Indianapolis, IN Community Relief Baton Rouge Food Bank Baton Rouge, LA Community Relief BiblicalTraining.org Washougal, WA Education Community Empowerment Fund Chapel Hill, NC Education FIRST Washginton Kent, WA Education Finger Lakes Performing Provider System* Rochester, NY Healthcare Pequeno Cottolengo Quintero, Chile Healthcare EURORDIS Paris, France Healthcare Denver Health and Hospitals Authority Denver, CO Healthcare Stiftung Wagerenhof Uster, Switzerland Healthcare Gary and Mary West Health Institute San Diego, CA Healthcare Lava Mae San Francisco, CA Homelessness Pathways of Hope Fullerton, CA Homelessness Strategies to End Homelessness Cincinnati, OH Homelessness Dan Church Aid Copenhagen, Denmark International Relief De Zibla and Samy Inc Lithonia, GA International Relief   Contact your local Alteryx User Group to help positively impact your community. Need an AFG Licenese or know a foundation you would like to recommend go to: Alteryx For Good.     Email Template for reaching out to Foundation Hi my name is [Insert Name] and I am from [Insert Alteryx User Group]. I currently use Alteryx, a software analytics tool that helps clean, prep, blend data to help me generate a greater and faster output with my projects. Alteryx User Groups are independent volunteer organizations created, organized and run by users who get together locally throughout the year. Our Alteryx User Group would like to reach out to see if there are upcoming opportunities to volunteer and also share expertise and experience with data prep and blending and introduce how Alteryx can further your mission to [insert their mission here]. I look forward to hearing from you and how our Alteryx User Group can help the integration of Alteryx within your organization. For more information about our group, please visit our user group page at: https://community.alteryx.com/t5/User-Groups/ct-p/usergroups. Best, [Insert Name]      

Note: We are putting a new process in place. Please have this form submitted 15 or more business days before your meeting date.

I Challenge You!   We are excited for the upcoming Inspire Europe Grand Prix! We have heard much feedback on the new format, and after a completed US Grand Prix, we have decided to host Inspire 17 Europe Grand Prix in the same format as 2016. We want to ensure that the racers have a great experience at the GP as well as the audience! For those that have formed teams in preparation of the proposed new format, we thank you for your efforts and participation and we hope you will continue forward with us on this Grand Prix cycle!   The official rules are as follows: Recruitment process driven through the User Groups and the Community User Groups in Europe, Middle-East, Africa or Asia-Pacific may compete in the Europe Grand Prix No current ACEs allowed to race Qualification races will take place end of July via webex, with winners officially announced by mid-August. Finalists must confirm Inspire registration before August 9th (Inspire registration fee will be complimentary for finalists) 3 final contestants on stage racing live through a series of workflows Max 1 person per Alteryx partner company (if you have multiple compete in the prelims, the top 1 will advance) REGISTER HERE   Registration will close on 7/17 EOD. Emails containing details for the Qualification Races will be sent after.    

       

       Inspire Las Vegas, June 5 th -7 th , 2017   User Groups, on your mark, get set, GO!   Last year, Alteryx User Groups had the honor of participating in the 2016 Alteryx Grand Prix at Inspire San Diego. This resulted in the crowning of Peter Muller (Amsterdam User Group) as champion.   For those of you who are just joining us, you may be wondering, what is the Grand Prix? Traditionally, the Alteryx Grand Prix was a data analytics “racing” competition, where constants (drivers) armed with Alteryx Designer and wit solved a series of typical data analytics challenges faster than their competitors in front of a crowd at Inspire. Sounds exciting, right? In 2017, the Grand Prix is receiving a makeover with a new format. Instead of one driver, three drivers will form one super racing team! As the old saying goes, “Two (errr…three) heads are better than one.”   Each driver will select 1 of 3 specialty topics: Favorites Categories, Spatial, and Predictive. Each person will contribute by completing a portion of a project. The project will be presented and judged by Alteryx users at Inspire Las Vegas. Be prepared for some hairpin turns, burn outs, and (maybe) crashes!   Information and Rules Lap 1: Assemble the Alteryx User Group Racing Team In your first lap, you will select your Racing Team! Accelerate forward to see an example of how to organize selecting a team at your meeting! If there is more than one User Group racing team submitted, teams can present reasons why they should represent their local Alteryx User Group at Alteryx Grand Prix.  Fun Ways to Present: Demo your Alteryx skills using a weekly challenge solution Demo your awesome presentation skills Develop Top 5 Reasons Our Team is the Dream Racing Team Describe your years of experience using Alteryx and being a part of the Community Describe how it’s been your childhood dream to compete in the Alteryx Grand Prix… Build your Racing Team at the User Group meeting and pedal to the metal towards Lap 2! Lap 2: Submit your Racing Team pick to the Customer Experience Team by March 31st Email CX Team contact info for racing team: Name, Company, Specialty, Email, User Group We’ll send further instructions on how the qualifying round will be conducted Lap 3: Compete in the Qualifying Round (Duration 30 minutes) Completing different workflows performed by three teammates via WebEx which will be judged and tallied by Alteryx Grand Prix Refs – Week of April 3rd Top 3 scoring teams will move on to present a project in person in Las Vegas! Lap 4: Race to the Finish Line – Present Project at Inspire The 3 final teams will be asked to write a blog on the Community and present at Inspire for the final competition. Attending Inspire? Cool! Tailgate and cheer on your local Alteryx User Group at Inspire! Blog due May 29th Grand Prize The racing team who ranks supreme in the final round of the Grand Prix will receive bragging rights and a prize to bring home to your User Group!!!! Break out the champagne, you did it!   Racing Team must be comprised of: Members who represent the diversity of your User Group At least two different companies represented No more than one Alteryx Partner At least one team member attending Inspire Las Vegas Suggestions: 1 expert in Favorites, 1 expert in Spatial, 1 expert in Predictive Regulations: Americas User Groups can compete in Las Vegas EMEA User Groups can compete in London ROW User Groups can choose No ACEs  

Hello User Group Leaders!   Designating one person as the main organizer of Alteryx For Good in your User Group is a great way to kick off the  selection of your AFG non-profit organization and keeping all communication organized. This person will be acting as an Alteryx For Good Ambassador. Maybe it can be 1 leader on the team or perhaps a user group member!   The AFG Ambassador will be the main point of contact between the user group’s members and the non-profit organization (NPO). Their responsibilities include: Collaborating with the user group members to select a NPO and volunteer Posting the name of the NPO your group will be supporting on the UG Leader Board on the Alteryx Community Obtaining a main contact at the NPO for volunteering activities If it is a new NPO chosen by the UG, use the template to start the conversation. If it is an AFG NPO that already has an Alteryx license, request the introduction from alteryxforgood@alteryx.com. Our team will get you connected. Managing the event logistics: Organize an on-site volunteer event during Alteryx for Good Volunteer Week April 23-29. Communicate with UG members on the volunteer event info. Collect the number of volunteers participating, shift time, responsibilities. All UG Volunteers receive an AFG t-shirt!  Create the user group’s AFG t-shirt list by gathering quantity and sizes and following up with the AFG Committee to request the AFG t-shirts for distribution.  Assign an event photographer to capture the team’s volunteering efforts and help us tell the stories Send your event photos to alteryxforgood@alteryx.com. Briefly describe to us what the photo is telling: Who, what, where, when- what’s happening? Have your group follow us on LinkedIn, Facebook, and Twitter. Help support our AFG Awareness social media campaign by clicking “Like” or “Share” the AFG photos to your network

     Links:   Top 5 Reasons to Attend Inspire Submit your story for a chance to speak at Inspire 2017 Udacity Information & Trial DataRobot, Alteryx Connector for SAP & CARTO Overview Recording User Group Meeting Deck

Local use case sharing and content generating isn’t just limited to your user groups. Did you know that community.alteryx.com is chock full of content? Here are some suggested blogs and workflows that you can share with your User Group via the User Group page or during your meetings.   Blogs: Check out the blogs section on community.alteryx.com In the blogs section explore the Read More Section or the Engine Works Blog.   The Engine Works Blog is a great place for the most current and up to date tips and tricks created by our in house Alteryx experts! Under the Read More section, you will find great content from our friends, users just like you! Here are some cool blogs to get you started:   Invisio Blog with Daniel Brun  Interworks Blog with Michael Treadwell  VizWiz Blog with Andy Kriebel    Posting and Sharing an Article: Once you find an article that you like, simply copy and paste the URL to a new message on your User Group page. Don’t forget to write a quick summary of that article! A summary can simply be, “why did you find this article interesting?” or “how does this article relate to a past or current user group meeting”   Weekly Exercises: Want to build a workflow in person at your next meeting? Look no further, simply search “Weekly Exercises” and you find many different exercises that were hand crafted by our Solutions Engineers. Take some of these exercises and share at your next meeting or even on your User Group page.

Want to have a fun icebreaker at your next meeting? Look no further!    Attached you will find some fun Alteryx trivia questions attached to this post that will have your members scratching at their heads!   

Good luck, and let us know how it goes! Be sure to discuss the cadence you want for your User Group and set a date for the next User Group meeting at the end of your meeting.   Follow up! Rewind and Repeat! Follow the steps above for planning meetings two and beyond!   Tips: Don’t forget to thank everyone for attending the meeting! Post shout-outs on social media. A little recognition goes a loooong way! Check the Alteryx User Group Leaders Community for more tips and interaction with other leaders around the world!   Make sure to share minutes and take pictures to post on your User Group Page.   Running a User Group sometimes takes a few trial runs to see what fits the group the best. Don’t be afraid to play around with the formatting of the meeting to suit your members’ needs.

With the meeting theme and speakers decided, it’s time to schedule your meeting! You can create a user group meeting even on EventBrite.com, along with tracking attendance. Eventbrite allows you to share the meeting on LinkedIn, Twitter and Facebook. Meetup can also help with scheduling a meeting and tracking who will and won’t attend. In addition, it provides you with a group mailing list and a place to store shared files (such as presentations).   Email Announcement to current User Group Members Alteryx owns the official User Group Roster because of confidentiality agreements. However, Alteryx wants to help promote your group! Once you have your event scheduled we’ll add your User Group meeting to Events @ Alteryx. Alteryx will also contact the users in your area announcing the User Group host and information. Please submit the Alteryx User Group Leaders Meeting Request Form with all the event details 3 weeks prior to your meeting.   Share, Share, Share! Create a fun #hashtag for all your posts. Make promoting your User Group fun and memorable!   Almost there! Last steps are to make sure you are prepared for your meeting:   Have you efficiently marketed your event? ·         Have you filled out your Alteryx User Group Leaders Meeting Request Form? ·         Do you have a plan for reminders in place once the date gets closer?   Have you collected all of your presenters’ slides ahead of time? ·         Collect slides to create a deck and email out to your presenters with a thank you confirmation.   Are name tags prepared to give out at your meeting? ·         See page 4 for directions on name tags   Check-In set up ·         Pull RSVP List from EventBrite or MeetUp and use for Check-In.   Show up at meeting site early to test A/V  

Sample Agenda #1 2:00pm – 2:15pm:  Welcome and Introductions 2:15pm – 3:00pm:  Alteryx Analytic Gallery Apps Presentation and Q & A 3:00pm – 3:45pm:  Alteryx Product Road Map Presentation 3:45pm – 4:15pm:  Round Table Discussion:  Favorite tools and why What have you learned recently by using Alteryx What department/business type are you in:  IT, BI, GIS, Real Estate, Restaurant, Finance, Marketing, etc. What do you mainly use Alteryx for: Data processing, analytics, ETL, GIS/geospatial analysis, predictive analytics, etc. What topics do you want to see presented/discussed at the next meeting, using R Tools, geospatial analysis, data warehouse integration, etc. 4:15pm – 4:30pm:  Networking 4:30pm – 4:45pm:  Next meeting business:  Upcoming topics   Sample Agenda #2 5:30pm - 6:00pm:  Networking and Meet & Greet 6:00pm - 6:15pm:  Introductions and Announcements 6:15pm - 6:45pm:  Customer Use Case Presentation and Q&A 6:45pm - 7:15pm:  Alteryx Solutions Engineer Presentation Overview of v9.5 Updated UI In-Database Tools Building out a Predictive Modeling Flow Data investigation tools Predict MLB wins using Sabermetrics data Logistic Regression, Score Tool, Associated Analysis 7:15pm - 7:30pm:  Questions and Closing Remarks   Sample Agenda #3 4:00pm – 4:30pm :  Networking and Meet & Greet   4:30pm – 5:00pm: Inspire 2015 Highlights, Olivia Duane Adams, Chief Customer Officer, Alteryx As a Keynote Speaker at Inspire 2015, there is no better person to kick off the Inspire 2015 Debrief than Olivia. She will share exciting Inspire 2015 highlights, recap the conference’s most important key points, and share with us what it truly means for Alteryx users to achieve analytic independence.   5:00pm – 5:30pm: Predictive Analytics & Time Series, Michael Ponton, Chief Analytics Officer, Competitive Analytics Spring-boarding off the predictive analytics sessions at Inspire 2015, Michael will be presenting the basics of time series forecasting utilizing methods from the “Time Series” Alteryx tools, particularly the ARIMA and ETS tools. He will then review data preparation and manipulation for easy visualization and scenario analysis in Tableau.   5:30pm – 6:00pm: Tips & Tricks from an Expert, Jimmy Garrett, Solutions Engineer Team Lead, Alteryx As a Solutions Engineer for Alteryx, Jimmy Garrett knows exactly how to draw the most value from the array of tools available within Alteryx. In his presentation, Jimmy will share with the SoCal User Group the most valuable take-away tips and tricks presented at Inspire 2015 to give you ultimate analytic independence!   Sample Agenda #4 5:00pm-5:30pm: Meet & Greet 5:30pm-5:50pm: Olivia Duane Adams, Chief Customer Officer, Alteryx 5:50pm-6:20pm: Open Forum to tell your story around Alteryx 6:20pm-6:50pm: Discussion on what everyone would like from the User Group going forward 6:50pm-7:00pm: Closing Remarks

Hot off the press! Fun and useful signs are now available for use at your next meeting!