Use Case
Implement a fully integrated process for corporate financial data models in a code-free, fast and agile way
Greatly reduce the amount of time you spend collecting and preparing data for execs
Accelerate the decision-making process for upper management
Unless they receive high-level reports updated regularly, execs can miss insights for growing the business or preventing costly mistakes. But it’s not always easy to consolidate and harmonize data from different business segments and locations. Moreover, business leaders should be able to see how KPIs are calculated so they can understand the associated risks and make informed decisions.
Alteryx provides an automated, fully integrated process for connecting to data sources, preparing and transforming data, then presenting final output in Tableau. The result is more accurate reports, updated regularly and delivered automatically to executives.
With Alteryx, you can:
1 – Prep and Blend
Access account lists, monthly transactions, and working files from departments
2 – Data Connection
Automate data cleansing and formatting, as well as adding columns to enrich the data
3 – Advanced Analytics
Export exceptions and automatically calculate Year to Date and Year over Year, then export that to power robust dashboards