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.
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: firstname.lastname@example.org
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
Music for All Inc.
Kids Play International
Park City, UT
The Commit! Partnership
Council for Exceptional Children
Baton Rouge Food Bank
Baton Rouge, LA
Community Empowerment Fund
Chapel Hill, NC
Finger Lakes Performing Provider System*
Denver Health and Hospitals Authority
Gary and Mary West Health Institute
San Diego, CA
San Francisco, CA
Pathways of Hope
Strategies to End Homelessness
Dan Church Aid
De Zibla and Samy Inc
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,
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)
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
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
1 expert in Favorites, 1 expert in Spatial, 1 expert in Predictive
Americas User Groups can compete in Las Vegas
EMEA User Groups can compete in London
ROW User Groups can choose
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.
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”
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!
Great job, you just completed your meeting! But we aren’t finished! A successful user group takes time and dedication.
We encourage that you periodically update your User Group page with discussions, upload meeting minutes, and answer any questions to help keep your members engaged between User Group Meetings.
Connect with other Alteryx User Group Leaders like you! Contribute to our User Group Leader Forum. Contact UserGroups@Alteryx.com if you need to get access to the forum.
Don’t forget that Alteryx can help you promote your event. Alteryx will contact users in the area of your User Group Meetings to Events @ Alteryx.
Feedback Surveys are a great way to check in with your User Group members. Surveys are usually sent out at least once a year, but if you would like, there is nothing wrong with sending one out after every meeting!
Draft up questions you would like to ask your members and set up a SurveyMonkey. Once that is completed, Alteryx will promote it on your behalf. Please share your results with the Customer Experience Team once the results have been completed! We would like to see how you are doing!
A successful User Group takes some time and dedication to keep members old and new, engaged throughout the year. Below are expectations that are helpful in order to maintain a successful User Group.
Role of the Customer Experience Team: Serves are a resource to the success of your User Group. Provides resources and aid in the organizing of your meetings.
Remember your strengths! You do not have the run this User Group alone or be the expert. You are here to help facilitate discussion and sharing. Don’t forget to have fun! Make connections with like-minded individuals to come together, network, learn, and solve challenges that are faced in the workplace!
Divide and Conquer! You’re on a User Group Leadership Committee, divide the load and it will be easier! Let’s work as a team to support your growing community.
Tasks to be completed as a part of the User Group Leadership Committee:
Marketing of Events: Please submit event details 3 weeks in advance to the Customer Experience Team.
Keeping track of attendance at meetings
Show up early at meeting site
Coordinating and organizing presenters’ slides
Recognition of User Group Members
Coordinate a succession plan (Attached Doc)
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
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
Now’s the time when you meet with the other Alteryx enthusiasts who have signed up. Relax, introduce yourselves, and get to know each other. Find out what people want from an Alteryx User Group in your area. The goal of this meeting is simple: meet other Alteryx enthusiasts in your area, and decide when and where to hold your User Group meeting.
Day & Time
We normally see User Group Meetings held on Tuesdays, Wednesdays or Thursdays in the afternoon or evening. Pick a day and time that works best with your User Group Members.
Most User Group meetings run for about 2 hours and host quarterly meetings throughout the year.
Help us, help you: At the beginning of the year, please contact the Customer Experience Team on selecting meeting dates for the year.
Use the Alteryx User Group Leaders Meeting Request Form to easily schedule your meeting!
How would you like your meeting structured? Formal or informal? It’s up to you! Our current User Group Leaders specifically tailor to what their members enjoy the most. An easy way to gage this is through surveys sent out after meetings. See section on Feedback Surveys.
Some of the most common meeting formats feature a panel discussion, one long in-depth talk or a couple of shorter talks, then an open-mic “quick-fire” talk.
User Group Example: Some User Groups are currently exploring a “two-track” plan. There will be a beginner track and an intermediate/advanced track with appropriate discussions for each.
Another great way to have a very engaging meeting is by having no set topics! Open the floor up to discussion with your members. It is certainly a very laid back and easy approach to get great conversation flowing.
When using Speakers/Presenters for your User Group meeting remember:
To think of someone from the group who would be the best choice for your meeting, there might be a member knowledgeable on a User Group topic of interest.
Alteryx Product Management and Solutions Engineers are available to discuss capabilities and overview of the product roadmap.
Carefully evaluate presentations ahead of time
Talk to your presenters ahead of time and ask them what they will be talking about
Tip: Most presenters go for about 40-50 minutes
Collect presentation decks ahead of time
Arrive early to check A/V equipment
Always have a ready-to-go presentation or back up plan in case life gets the better of you!
Location can be key to get members to your meetings. Make sure the venue is central and convenient to your User Group Members. We commonly see most User Group meetings held at a bar, restaurant, or company.
Tip: Hosting a User Group meeting at an office will benefit a business – it helps create exposure to new parties and visibility in the community.
It also is extremely helpful to have parking and directions listed on your event invite. Parking is often a piece of information that gets missed out on in the planning phase. Attached to this article you will find signage to use at your next meeting.
It also is extremely helpful to have parking and directions listed on your event invite. Parking is often a piece of information that gets missed out on in the planning phase.
Have name tags at your meeting for networking purposes. On EventBrite you can easily create name tags. Also try to include colored dots to represent how long the individual has used Alteryx.
New to Alteryx or just interested
1 – 2 years
2 – 5 years
5 years or more
Make sure to pull the RSVP list from EventBrite or MeetUp for tracking purposes.
Who can be a cellphone contact if attendees can’t find their way into the venue?
Make sure to put their number on signs outside if building security is not available after 5pm.
Logistics Check List
A simple check list can help you make sure that you have all the necessary items to run your meeting smoothly.
Click here to see the logistics check list.
Get together and organize! Have fun! Meet new people!
Decide on a day and location to host your formal User Group meeting.
Figure out logistical details for your User Group meeting. Format of the agenda, speakers/presenters, venue details, and points of contact.
Welcome to the Alteryx User Group Community! Thank you for your interest and dedication to lead members of your community closer to analytic freedom. Here are some quick tips and best practices to help support your new group.
Alteryx Logos, signs, etc. are used in the areas leading to the event site (Attached)
Parking areas checked beforehand for adequate parking
Attendees are notified on parking accommodations
Speakers if audio is needed
Cables for speakers
Cables for projector
PowerPoint on computer
Business cards (To hand out during networking)
Pens, pencils, highlighters
Is there enough light?
Will it fit enough people?
Can AV equipment be set up in the space?
Food or drink available? If so, who will bring them?
Is it a quiet space?
Is the location easy to find?
Tip Create a Junk In The Trunk box: Get a large container to hold these items and keep in your car to bring to your next user group meeting.