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 2020 Data Analytics Conference

Conference
8/13/2020 8:00 AM
8/13/2020 12:30 AM
Online |  
​Learn the Tricks of Alteryx: Introductory Alteryx for accountants and auditors Before Data Analytics comes DATA WRANGLING – Let’s Lasso Some Data!!
Lasso Girl.jpg                                                          Lasso Boy.jpg
​Date: August 13, 2020
8 am – 12:30 pm (Pacific Time)
$99 Members $125 non-members
Delivery Method: Online


Presenters

Dan Stone.jpg

Dan N. Stone (dstone@uky.edu), CPA (inactive) is the Rosenthal Endowed Chair and serves as the Director of the Minor in Business Analytics in the Gatton College of Business. He is an author of the corporate governance and information technology sections of Wiley CPAExcel. He teaches and conducts research on data visualization, text analytics, business analytics, and the effects of technology and mindfulness on attention and learning.


Christine Cheng.jpg

Christine Cheng (ccheng3@olemiss.edu) is an assistant professor of accountancy at the University of Mississippi. She is the author of four data analytics cases in accounting, two of which have won the American Taxation Association/Deloitte Teaching Innovation award. She teaches data visualization, the extract, transform, and load (ETL) process, predictive analytics and Robotics Process Automation (RPA). Her research interests are in individual and business entity taxation. 


Workshop Topics
Dan Stone
Introduction to Alteryx 
The Top 10 Alteryx tools
The GBI Case – simple accounting data set 

Christine Cheng
Applying the Top 10 Alteryx tools
Migration Patterns Case –auditing tax implications of remote workers 

​Note – you will need to download Alteryx to receive maximum benefit from this workshop. Instructions for download will be sent to all registrants.  You may need to work with your IT security team if you are downloading onto a company computer.

Detailed Agenda:

 

Agenda

Time
Cum Time

1.      Welcome / introduction (all)

 

 

a.      Introductions and plan for the session

10

10

2.      Introduction to Alteryx (Dan)

 

 

a.      What is ETL? Alteryx? Code and no code ETL

10

20

b.      How Alteryx is changing accounting work

5

25

3.      GBI case – the top 10 Alteryx tools

 

 

a.      Overview and purpose

5

30

b.      Connecting to, viewing, and writing data: Input data, browse, output data

15

45

c.      Cleaning data: Select, DateTime

10

55

d.      Connecting data files: Join

10

1H 5M

e.      Documenting workflows: Tool Container

5

1H 10M

f.       Analyzing data: Filter, Summarize, Sample

15

1H 25

g.      Summary + help

10-20

1H 45M

4.      Break & Prepare for Migration Pattern Case (Christine)

15

2H

a.      Open Blank Canvas

 

 

b.      Open Alteryx Workflow for Migration Pattern Case – All Years

 

 

c.      Open Alteryx Workflow for Advanced Alteryx Skills

 

 

d.      Open Alteryx Worfklow for Advanced Alteryx Skills #2

 

 

5.      Applying the top 10 Alteryx tools - Migration Pattern Case

 

 

a.      Navigate to Blank Canvas & Description of Raw Data

5

2H 5M

b.      Connecting to data: Input data

5

2H 10M

c.      Cleaning data: Data Cleansing, Skip, Select, and Filter

15

2H 25M

d.      Containers, Copying & Reconfiguring Workflow

10

2H 35M

e.      Connecting data files: Join

5

2H 40M

f.       Creating data: Formula

10

2H 50M

6.      Finishing Migration Pattern Case

 

 

a.      Navigate to Alteryx Workflow for Migration Pattern Case – All Years

 

 

b.      Connecting Data: Multijoin

5

2H 55M

c.      Creating Data: Formula

5

3H

d.      Exporting Data

5

3H 5M

7.      Advanced Alteryx Skills – Migration Patterns Case

 

 

a.      Navigate to Alteryx Workflow for Advanced Alteryx Skills

5

3H 10M

b.      Saving Alteryx Workflows

10

3H 20M

c.      Cleaning data: Filter, Data Cleansing, Select

10

3H 30M

d.      Connecting data files: Join & Creating data: Formula

10

3H 40M

e.      Analyzing Data: Summarize

5

3H 45M

f.       Advanced Alteryx Skills: Crosstab, Dynamic Rename

10

3H 55M

g.      Navigate to Alteryx Workflow for Advanced Alteryx Skills #2

 

 

h.      Advanced Alteryx Skills: Select & Unique

10

4H 10M

8.      Questions & Wrap-Up

10-20

4H 30M

9.      End

 

4H 30M