The explosion of interest in data analytics has led to the development of software such as Alteryx, which offers many powerful capabilities in no code/low code format.
Registration Information
This workshop will be repeated on December 5, 2024.
- To be held ONLINE Thursday, November 21, 2024 10:00 am - 3:00 pm (EDT) with a break from 12:00 - 1:00 pm.
- The registration fee is $200 (+HST) includes all materials.
- This workshop qualifies for 4 hrs of CPD credit.
- To register please email J. Efrim Boritz
- Discounts available:
- 25% discount to Professional Association Members (CPA Canada, ISACA Toronto Chapter, IIA Canada) with submission of Association Name and Membership Number
- 50% discount to Academics with submission of the name of Institution and role
- 100% discount to students - subject to availability - discount code required - request discount code from J. Efrim Boritz
Format/Structure of the Workshop
This workshop will cover both introductory and more advanced material in two parts.
Part 1 (10:00 am – 12:00 pm) will provide an introduction to Alteryx (what it is, why we use it, all the most popular tools and what they do, etc.). It will include some small data sets and mini exercises to familiarize participants with the basics.
Part 2 (1:00 pm - 3:00 pm) participants will work through a project together to apply what was covered in Part 1. It will involve thinking about what analyses might be relevant to the case situation and executing them.
Participants will need to bring a laptop running Windows and should download the Alteryx Designer software ahead of time.
Participants can obtain an independent learner license for Alteryx Designer. It can take 1-2 days for the license to be approved and activated, so it is important to do this several days before the workshop to ensure you have access.
What’s it all about?
This workshop will cover both introductory and more advanced material.
Who should attend?
This workshop is primarily aimed at practitioners who are interested in applying Alteryx in their areas of interest. However, educators and students could benefit as well.
Learning objectives
This hands-on workshop will cover both introductory and more advanced material in two parts.
Part 1 (10:00 am – 12:00 pm) will provide an introduction to Alteryx (what it is, why we use it, all the most popular tools and what they do, etc.). It will include some small data sets and mini exercises to familiarize participants with the basics.
Part 2 (1:00 pm - 3:00 pm) participants will work work through a project together to apply what was covered in Part 1. It will involve thinking about what analyses might be relevant to the case situation and executing them.
After completing this workshop an attendee will be able to:
- Navigate the Alteryx software, including the canvas, configuration window, results window, and tool bar.
- Input, clean, sort, filter, manipulate and transform a variety of data types using the Alteryx tools.
- Join data sets in different ways using a variety of Alteryx tools.
- Develop workflows to solve problems through data analysis.
Advance Preparation
You will need to download some data and the Alteryx Designer software if you wish to participate in the hands-on exercises. It can take 1-2 days for the license to be approved and activated, so it is important to do this several days before the workshop to ensure you have access.
Workshop materials will be made available to registrants in advance.
Of course, if you prefer to simply watch the demos, you can do that too.
Please contact J. Efrim Boritz if you need any assistance.
Instructor
The workshop will be facilitated by Giselle Obendorf from the University of Waterloo.
Giselle Obendorf
Giselle has taught at the undergraduate, graduate, and professional levels since 2008. This has included a variety of accounting and auditing courses, but most recently her focus has been on assurance, and audit data analytics. Giselle believes in an active learning approach and brings a multitude of resources and her own work experience into the classroom.
Giselle worked as an auditor for a large multinational firm and with audited clients in the pharmaceutical and retail industries, among others. She continues to keep up to date on current trends in the accounting profession and seeks to pass on her knowledge to her students.