Hello Alteryx Community

[JohnZ_2022]

My name is John Zurales and I am excited to be part of the community.   

I am working in a tax department role where we will be using Alteryx to build automations to help streamline the data needed by the tax function for various tax computations.   The tax function of a company relies upon a wide variety of data that comes from across the company for all the different tax types we are responsible for.  This also a great way to get to know the business and develop internal contacts, while learning about the data from a very wide variety of business perspectives.   

I had worked with Alteryx about 2 years ago, and was familiar with about 2/3 of the topics that lead to core certification.  I would appreciate any suggestions to get back up to speed. 

 Thanks

John

[TheOC]

hi @JohnZ_2022 

Great to have you here in the community! 
Alteryx used to automate a tax department role makes me very excited - i hope the rollout is easy for you!

Also - definitely get back on the wagon for getting the core certification or advanced. Its definitely worth it. I have a couple of suggestions below on how to speed up your development (from my experience anyhow)!

If you need anything let me know!

Be sure to have a look around the community - its really a fantastic place for learning. A couple of resources I would especially recommend knowing about are:

• Alteryx Designer Discussions - A place where users can ask questions about specific Designer workflows they are working on, and receive help from members on the community. Typical response time (from what I've seen) is under 10 minutes for someone to reply with a potential solution, so its a very quick resource for bespoke information. Additionally, you can search using the search function at the top right for specific issues if you happen to run into any that may have been faced by other users before.
• Alteryx User Groups - When I first got into Alteryx, I didn't join User Groups as I thought they would be very technical and that I would need plenty of experience before diving in. However, they really aren't. User groups are an incredibly friendly environment to discuss workflows, what's going on in the Alteryx World, and a great place to network with people in the community. Even better, with the world still being very much virtual at the moment, most of the User Groups (including the North East UK User Group, which I am currently a leader of) are hosting virtual events so they are easy to join.
• The Alteryx Academy - Easily the best place to learn about Alteryx and how to use it. I would especially recommend the learning paths which include short snippets of learning specific topics, including Alteryx for Excel users, which helped me translate a lot of my Excel knowledge over to Alteryx. There are also the weekly challenges, which are challenges delivered by Alteryx on a weekly basis, based around real-life situations and community submitted problems. They are a fantastic way to learn practical uses of Designer, and also its really interesting to see the many different approaches to answering the same problem. Once you have progressed with learning Alteryx, I would definitely recommend the Alteryx Certifications. They are free to do (Core and Advanced), and provide a useful benchmark for your knowledge. You can also just take them again in 7 days, in the case that you don't pass, so don't feel any pressure to know everything before you give them a go!

I hope you find Alteryx to be easy to learn, and intuitive to use. Do remember that almost every tool has an example workflow and help documentation if you right click the tool in the tool palette:

("Help" for the tool documentation, "Open Example" for the example workflow). 

And be sure to search for/ask for help on the community if you get stuck. Alternatively, feel free to drop me a message here on the community!

Cheers,
TheOC

[JohnZ_2022]

Thanks for the reference info.   I just joined the Chicago user group from the link you provided.   

I attended Inspire a few years ago in Nashville and recall that there are some kinds of groups focused on topics rather than geographic regions.   I thought there was a group focused on tax matters.    Do you know where I would find groups like this?

Thanks

John

[afv2688]

Hello @JohnZ_2022 ,

thank you for your presentation😊 please remember that you have the community at your disposal for any questions! 

welcome to the team!

[mbarone]

Welcome!

[Alteryx_AR]

@JohnZ_2022  Welcome.