Master Alteryx as your first low-code tool for financial analysis. Learn how to connect, prepare, and automate financial data workflows to accelerate reporting, improve accuracy, and eliminate manual processes.
Alteryx Fundamentals for Financial Analysis is a beginner-friendly course designed for finance and accounting professionals who want to streamline reporting and automate financial processes without needing to learn complex coding languages. Through a mix of guided lessons and hands-on challenges, you’ll discover how Alteryx can transform the way financial data is handled.
The course explores Alteryx’s intuitive, low-code interface and shows how it empowers professionals to eliminate manual data wrangling, accelerate month-end closes, and enhance accuracy in reporting. By working with real-world financial datasets, you’ll see how Alteryx enables faster, more consistent analysis and promotes collaboration across teams.
This program is ideal for accountants, analysts, and finance professionals who want to leverage automation to produce cleaner, more reliable reports and free up time for higher-value insights.
What you’ll learn
Upon completion of this course, you will be able to:
To confidently navigate the Alteryx designer interface.
To connect to common financial data sources (Excel, CSV, etc.).
To perform basic data cleansing and preparation (selecting, filtering, sorting, summarizing).
To join multiple data sets to create a unified financial data table.
To produce clean, shareable outputs and understand how to save/share workflows.
Your instructor
FC
Franco Caoili, CPA, CMA
Course content
6 lessons · 56 steps · 6h 10m of video
01LESSON 1Module 1: Getting Started with Alteryx8 items02LESSON 2Module 2: Data Preparation Essentials14 items03LESSON 3Module 3: Joining and Combining Data8 items04LESSON 4Module 4: Transforming Data8 items05LESSON 5Module 5: Exporting and Reporting10 items06LESSON 6Module 6: Documentation and Best Practices7 items
Locked
Final assessment
Course access is required to take this assessment.
30 questions70% to passUnlimited attempts
On course completion: 10.0 CPE and a certificate
Course details
CPE
10.0
Field of study
Computer Software & Applications
Course level
Not specified
Delivery method
QAS™ Self Study
Prerequisites
None
Advance preparation
Not specified
Course content
6 lessons · 56 steps
Assessment
Final assessment · 30 questions · pass 70%
Completion deadline
365 days from enrollment
Last updated
September 2025
Registration
A Wisdify account, eligible subscription, and course enrollment are required.
