Automating A Rolling Trial Balance Sheet Live!
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Author: Data Prep U
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Level: Intermediate
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Video time: 1.5 Hours
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Live Q&A
Course overview
Join us for a live, instructor led training (ILT) to learn how our customers use Alteryx Designer to automate an incredibly tedious and brittle process. Previously, processing a monthly rolling trial balance would take hours, but in less time than one month's data preparation, we build a workflow that completes the entire task - and actually runs in just a few seconds.
This course is designed for the intermediate Alteryx user. Here, we walk through a few more in-depth tools, such as the Dynamic Input.
This course is designed for the intermediate Alteryx user. Here, we walk through a few more in-depth tools, such as the Dynamic Input.
Lesson series
Automating A Rolling Trial Balance Sheet Live!
Join us for a live, instructor led training teaching you how to process a rolling trial balance sheet, reducing the time to prepare the data from hours to seconds.
In our use case, we are provided with a 12 month rolling trial balance sheet. There are 12 tabs of data, where each represents one month of information. Our goal is to combine all 12 sheets, then perform a series of steps that allows us to better understand our financials.
Previously, this process takes 2-4 hours every single month, but with the help of Alteryx we create a workflow from scratch in less time, then process the data in seconds. The best part? We only need to create the workflow once, and can re-use what we build every single month after.
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A MasterClass
We will help you unlock your inner potential so you can excel in your professional field.
Learn to use all the related tools, walk into a job and be a rockstar from day one.
Learn to use all the related tools, walk into a job and be a rockstar from day one.
What's included?
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Live Instructor
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Hands-On Materials
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Live Q&A
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Real-World Examples
Become a Data Superhero
Begin your first step into analytics with Alteryx and build your own journey becoming a data superhero!
Build Your Personal Brand
You will also learn how to approach any data challenge with the confidence and skills to tackle the toughest questions.