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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
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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.

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Learning Outcomes

  • Automate Sales Revenue Ledger Updates
  • Prepare Trial Balances
  • Automate Income Statements
  • Automate Balance Sheets
  • Automate Cash Flow Statements


1. Course Introduction
2. Automating Sales Revenue Ledger Updates
3. Preparing a Trial Balance
4. Preparing an Income Statement
5. Formatting an Income Statement
6. Preparing Balance Sheet Assets

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7. Finalizing the Balance Sheet
8. Formatting a Balance Sheet
9. Preparing Cash Flow Operating Activities
10. Finalizing the Cash Flow Statement
11. Formatting Cash Flow
12. Course Overview
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