Quick Confidence with Alteryx: A CPA’s Path to Data Mastery

Overview

Implications for the profession For CPAs and finance professionals, sustainability has quickly become a significant topic with profound impacts on the profession. Acknowledging the importance of sustainability issues in today’s business environment is the first step toward adapting to the changes brought about by the increasing demand from stakeholders for sustainability information from businesses. Foundations of sustainability issues You’ll delve into sustainability issues and opportunities to develop a high-level understanding of the key topics, including: The three pillars of sustainability Key bodies that have created appropriate reporting standards, guidelines, frameworks, and requirements Recent developments in the sustainability reporting landscape Showcasing your new knowledge Upon completing the course, you’ll receive a certificate and digital badge to demonstrate your new expertise in this evolving field. This certification program is provided through our partnership with the AICPA.

Highlights

• Alteryx terminology
• The complementary relationship between Alteryx and Excel
• Importing data into Alteryx: an introduction to the Input Data Tool
• The Select Records Tool
• The Dynamic Rename Tool
• The Output Data Tool

Prerequisites

Working knowledge of Alteryx

Objectives

• Determine a step-by-step example of the fundamentals of importing data into Alteryx, selecting and configuring tools to transform that data according to your needs, and exporting the cleaned-up version to an Excel workbook for further calculations.
• Identify and explain the purposes and functionality of each section of Alteryx's main screen.
• Understand the strengths of Alteryx compared to Excel and how these powerful software tools complement each other in completing CPA-related work products.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.