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 AlteryxThis 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?

Current excel users who would like to learn how to automate their standard daily activities in excel. Learn how to replace the most common manual excel operations, formulas and pivot tables with more robust and auditable Alteryx workflows in just 2 hours!  

 

Topics Covered:

  • Moving your spreadsheets into Alteryx designer and writing to spreadsheets from Alteryx
  • Using Alteryx to cleanse and evaluate enterprise data
  • Cleanse your data and find any errors and inconsistencies
  • Join and unite data 
  • Filter and calculate with Alteryx workflows
  • Replicate excel pivot tables in Alteryx to automate pivot table creation

 

Tools Covered:

Excel to Alteryx Tools

 

 

Case Studies

LIBOR transition: Automating LIBOR transition reporting with Alteryx

Digital & Transformation | Banks

Automated regulatory reporting solution for an international banking corporation

Digital & Automation | Banks

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

Digital & Automation | Insurers

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

Digital & Automation | Insurers

Bordereau processing: Automating bordereau reconciliations and approvals

Digital & Automation | Insurers

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