Excel to Alteryx Designer Conversion Course for Finance Professionals

Learn how to migrate your processes out of Excel and into Alteryx. Build your own solutions with low code. 

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?

  • Data Analysts
  • Financial Reporting Teams
  • Business Analysts
  • Compliance Teams
  • Risk Analysts

Topics Covered:

  • Benefits of using Alteryx over Excel
  • How Alteryx can compliment and enhance Excel processes
  • Join, parse, summarise and aggregate data
  • Using formulas and expressions
  • Joining multiple data sets

Tools:

Screenshot 2025-06-09 at 18.00.15

 

Location: 

13th August – Instructor led online

12th November – In person (100 Bishopsgate, London, EC2N 4AG)

Key benefits:

  • Faster data processing 

  • Improved data accuracy 

  • Enhanced automation

  • No prior coding experience needed

  • Save hours on data prep

  • Scalability 

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

Digital & Transformation | Banks
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Automated regulatory reporting solution for an international banking corporation

Digital & Automation | Banks
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IFRS17 Cost Allocation Engine — implementing a robust cost allocation approach for IFRS17 in Alteryx 

Digital & Automation | Insurers
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Insurance finance re-engineering: Addressing the operational risk of activities reliant upon Excel 

Digital & Automation | Insurers
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Bordereau processing: Automating bordereau reconciliations and approvals

Digital & Automation | Insurers
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