Introduction to Alteryx Auto Insights

​Learn how to use Alteryx Auto Insights to quickly create missions, analyse trends, and generate
automated insights that support data-driven financial decision-making.

ATP (2)
APSP-2-1

NextWave is an authorised training partner

We’re proud to share that NextWave is now both an Authorised Professional Services Partner (APSP) and an Authorised Training Partner (ATP) with Alteryx! This means we’re not only certified to deliver expert implementation and consulting services—but also trusted to train the next generation of Alteryx users.
 

Sign up for our upcoming training courses this July to become truly self-sufficient in Alteryx—from automation and analytics to unlocking powerful business insights. 

About this course

Who should take this course?

  • Finance professionals handling large data sets​
  • Financial analysts​
  • Finance managers and controllers​
  • Accountants​
  • FP&A teams ​
  • Business and data analysts

Topics Covered:

  • Explore the capabilities of Auto Insights to unlock your data’s full potential.​
  • Navigate the tool’s interface to extract key information from data and the insights.​
  • Create a Mission in Auto Insights using a pre-built template.​
  • Create and edit a Mission from scratch in Auto Insights.​
  • Use Magic Documents to share the findings of a Mission.​
  • Identify the necessary data requirements for optimal utilisation of Auto Insights.​
  • Explore techniques to configure and optimise your dataset using Auto Insights.

 

Finance Use Cases:

  • Accounting​
    Reduce manual errors, speed reconciliation and improve financial reporting.
  • Audit​
    Identify fraud patterns and irregularities using machine learning to reduce risk.
  • Tax​
    Automate tax data management and scale analytics for strategic planning.
  • FP&A​
    Enable dynamic forecasting, reduce manual consolidation and uncover trends for planning.

 

Key benefits:

  • Automated data storytelling

  • AI-driven trend detection

  • Consistent and repeatable reporting

  • Faster insight generation

  • Reduced manual analysis effort

  • Improved decision making

Start your free Alteryx Designer trial

Alteryx is your go-to for fast, intuitive data prep and analytics with built-in AI to help you work smarter, all in one automated flow.

 

Request a free trial here
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Case Studies

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LIBOR transition: Automating LIBOR transition reporting with Alteryx

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Automated regulatory reporting solution for an international banking corporation

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IFRS17 Cost Allocation Engine — implementing a robust cost allocation approach for IFRS17 in Alteryx 

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Insurance finance re-engineering: Addressing the operational risk of activities reliant upon Excel 

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Bordereau processing: Automating bordereau reconciliations and approvals

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