Alteryx 2 for Financial Analytics

6.0 CPEComputer Software & Applications

Learn how to take your Alteryx skills to the next level. This intermediate course builds on the basics to teach you data transformation, spatial analysis, macros, and analytic apps using real-world business datasets.

VIDEO COURSE

Included with any paid Wisdify plan

Choose a plan to enroll and earn CPE.

View plans Already enrolled? Sign in to continue

About this course

This intermediate-level Alteryx course is designed for professionals who already understand the core tools and functions of Alteryx Designer and are ready to expand their capabilities. Through hands-on exercises with the various datasets, you’ll learn how to clean and transform data, join and parse information, apply spatial tools, and build dynamic workflows, macros, and analytic apps.

By the end of the course, you’ll be able to streamline complex analytics processes and unlock the full potential of Alteryx for business problem-solving.

What you’ll learn

Upon completion of this course, you will be able to:

To apply advanced data transformation techniques
To optimize workflows for performance, maintainability, and scalability
To work with spatial data
To leverage macros and analytics apps to automate repetitive financial tasks and enhance interactivity
To utilize basic data investigation tools to have better insights on your data

Your instructor

Franco Caoili, CPA, CMA

Course content

6 lessons · 39 steps · 2h 59m of video

01LESSON 1Module 1: Core Data Preparation6 items

02LESSON 2Module 2: Data Blending and Transformation6 items

03LESSON 3Module 3: Spatial Analytics7 items

04LESSON 4Module 4: Advanced Reporting6 items

05LESSON 5Module 5: Macros and Reusability8 items

06LESSON 6Module 6: Analytic Apps and Wrap-Up5 items

Locked

Final assessment

Course access is required to take this assessment.

30 questions70% to passUnlimited attempts

On course completion: 6.0 CPE and a certificate

Course details

CPE: 6.0
Field of study: Computer Software & Applications
Course level: Not specified
Delivery method: QAS™ Self Study
Prerequisites: Completion of Wisdify’s Alteryx Fundamentals for Financial Analysis
Advance preparation: Not specified
Course content: 6 lessons · 39 steps
Assessment: Final assessment · 30 questions · pass 70%
Completion deadline: 365 days from enrollment
Last updated: October 2025
Registration: A Wisdify account, eligible subscription, and course enrollment are required.