Self-Study On-Demand


1 CPE Credit

Quick Confidence with Alteryx: A CPA's Path to Data Mastery 2024-25

Self-Study On-Demand
1 CPE Credit

Learning Objectives

• Determine a step-by-step example of the fundamentals of importing data into Alteryx, selecting and configuring tools to transform that data according to your needs, and exporting the cleaned-up version to an Excel workbook for further calculations.
• Identify and explain the purposes and functionality of each section of Alteryx
• s main screen.
• Understand the strengths of Alteryx compared to Excel and how these powerful software tools complement each other in completing CPA-related work products.

Major Topics

• Alteryx terminology
• The complementary relationship between Alteryx and Excel
• Importing data into Alteryx: an introduction to the Input Data Tool
• The Select Records Tool
• The Dynamic Rename Tool
• The Output Data Tool

CPE Credits Available

1 CPE Credit
1
Information Technology

Things to Know About This Course

Course Level

  • Basic

Prerequisites

Working knowledge of Alteryx

Advanced Preparation

None

Provider

CalCPA California Society of CPAs

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