Practical Applications of Alteryx
Automating Financial Statement Preparation
Automating lengthy, complex procedures can save you a significant amount of time and legwork. This course shows you how to create Alteryx workflows to quickly process Income Statements, Balance Sheets and Cash Flow Statements.
Advanced 12 Lessons 210 Minutes CPD Credits
About This Course
With the building blocks in place, it’s time to apply the techniques you have learned to the real world. This course guides you through the process of preparing financial statements in Alteryx.
In this course, you will extract data from a trial balance sheet. Using your knowledge of Alteryx tools, you will assemble separate workflows to produce Income, balance and cash flow statements. Finally, you will format your results into a presentable table and export it in PDF format.
By the end of this course, you will have a tangible sense of the utility of Alteryx workflows in automating and duplicating complex procedures. You will be fully equipped to apply your learning to real world business tasks.
Automate Sales Revenue Ledger Updates
Prepare Trial Balances
Automate Income Statements
Automate Balance Sheets
Automate Cash Flow Statements