Transcription
ACC 324 Accounting Information SystemsChuancai ZhangSpring 2020Alteryx SectionVersion 1.0
1. What is Alteryx? Why Alteryx?AlteryxIntroduction2. Introduction to Alteryx Designer3. Introduction to Alteryx Learning Materials4. How to learn Alteryx in ACC 3242
1. What is Alteryx? Why Alteryx? What is Alteryx? Alteryx CEO: Managing theData Deluge Mad Money CNBC https://www.youtube.com/watch?v kN1Hap5miyE3
1. What is Alteryx? Why Alteryx? Why Alteryx? Why Organizations ChooseAlteryx Over Spreadsheets? https://www.youtube.com/watch?v 6jzYUCaTN7Y4
2. Introduction to Alteryx Designer Interactive Lessons Introduction to the Alteryx Designer (4 minutes) ns/Introduction-to-the-AlteryxDesigner/ta-p/73669 Alteryx Designer Components Tool PaletteCanvasConfiguration WindowResults Window5
2. Introduction to Alteryx DesignerTOOL PALETTECONFIGURATIONWINDOWCANVASRESULTS WINDOW6
2. Introduction to Alteryx Designer Tool Palette Contains tools that are used to alter data Separated into categories by function Share color and shape Click tool for description Right click and select help for further detail7
2. Introduction to Alteryx Designer Canvas Add tools to canvas and connect to create a workflow Add tools by: Drag and drop Search Right click on canvas and insert Connect tools by dragging output anchor of one tool to input anchor of the other8
2. Introduction to Alteryx Designer Configuration window Tools must be configured to take action on the data Configuration window lets you do this based on options available to the toolselected.9
2. Introduction to Alteryx Designer Results window Window populates with info from the process that is executed Links input to output Summary of changes made to the data Errors Time stamps10
2. Introduction to Alteryx Designer Running a workflow Initiates the flow of data from the input source to the workflow Done according to configuration Original data does not change11
3. Introduction to Alteryx Learning yxDesigner HelpNote: Just quickly go through the content under each of the three sources. We will cover thedetailed information in our following classes.More information: Canvas – Files – 03 Alteryx – 01 Alteryx Designer Core Certification Exam – Alteryx CoreCertification Exam Preparation Guide 2020.pdf12
3. Introduction to Alteryx Learning Materials Alteryx Community Alteryx Academy Interactive Lessons (Main Study Material) Videos Weekly Challenge Certification Alteryx Knowledge Tool Mastery Index13
3. Introduction to Alteryx Learning MaterialsNote: You can download all the resources for each interactive lesson including Transcript,Workflow, Dataset, etc.14
3. Introduction to Alteryx Learning Materials Alteryx Documentation Tools Data Sources Tool Categories Alteryx File Types Too Configuration Data Types Comment Tool Tool Container Tool Workflows Build Workflows Get Started Shortcuts15
3. Introduction to Alteryx Learning Materials Alteryx Designer HelpOpen Alteryx DesignerHelp menuSample WorkflowsLearn one tool at a timeFind the tool to learn in different tool categories16
4. How to learn Alteryx in ACC 324Before Class Study the requiredmaterials and takenotes Notes for Alteryx 1-6(Assignment 1)In Class Hands-on practice Questions andAfter Class After class practice(Homework)Discussion17
24 2AlteryxTools18
24 2AlteryxTools19
4. How to learn Alteryx in ACC 324 Pre-Class Reading Materials and Notes TakingFor your individual studyFor your group work20
4. How to learn Alteryx in ACC 324 In-Class Learning MaterialsSix Alteryx Classes PowerPoint Slides Recorded VideoWhat you need to do? Watch the recorded inclass practice video Replicate theworkflow21
4. How to learn Alteryx in ACC 324 After-Class Practice (Homework)One hands-on practice foreach Alteryx classWhat you need to do? Follow the instruction foreach practice to finish thehomework Group discussion isencouraged, but you needto finish the homeworkyourself22
Summary1. What is Alteryx? Why Alteryx?2. Introduction to Alteryx Designer3. Introduction to Alteryx Learning Materials4. How to learn Alteryx in ACC 32423
Alteryx Section
2. Introduction to Alteryx Designer 7 Tool Palette Contains tools that are used to alter data Separated into categories by function Share color and shape Click
