ANALYTIC PROCESS AUTOMATION

THE ALTERYX APA PLATFORM ADVANTAGE

One Platform that Unifies Analytics, Data Science, and Process Automation

PUT OUTCOMES FIRST

Transform your business with Analytic Process Automation

The Alteryx Analytic Process Automation (APA) Platform delivers end-to-end automation of analytics, machine learning, and data science processes; enabling the agility needed to accelerate digital transformation. With the Alteryx APA Platform you can automate processes, embed intelligent decisioning, and power your people to deliver faster, better business outcomes.

FREE TRIAL

 
ALTERYX DESIGNER AND DESIGNER CLOUD, FOR ONE MONTH FREE.
 

For one month we are offering our full product to you, for free, so that you can start solving immediately.

 

BENEFITS OF THE ALTERYX APA PLATFORM

ONE UNIFIED PLATFORM

A unified platform for analytics, data science, process automation, autoML, and AI

 

A SELF-SERVICE, HUMAN-CENTERED EXPERIENCE

Hundreds of ready-to-use automation building blocks that speed business outcomes and make upskilling easy

THE ALTERYX COMMUNITY

One of the largest and most open exchanges for learning and sharing of business outcomes

PROVEN GLOBALLY

Proven business outcomes across 6,000+ customers and 36% of the Global 2000

UNIFYING ANALYTICS + DATA SCIENCE + PROCESS AUTOMATION

 

AUTOMATING ASSET INPUTS

80+ natively integrated data sources from Amazon to Oracle to Salesforce. Securely connect to an unlimited number of additional sources. If you can access the data, you can bring it into Alteryx and spend more time analyzing and less time searching.

DATA QUALITY AND PREPARATION

Explore and connect data from on-prem databases, the cloud, and big or small data sets and more. Easily cleanse, prepare, and blend data from a variety of different sources with or without unique identifiers to deliver unified data profiles.

DATA ENRICHMENT AND INSIGHTS

Leverage the power of the cloud with in-database tools that turn big data into big insights. Go beyond standard demographic data with behavioral and retail purchasing information to create an in-depth view and truly understand consumers. Enrich your analysis with maps, address solutions, drivetime capabilities, and a deeper understanding of your customers and locations - because everything happens somewhere.

DATA SCIENCE AND DECISIONS

Upskill your team’s analytic output with step-by-step guides and assisted modeling to build models without coding or analytics expertise. Gain insights and better answers by using data for complex analytical methods, from sentiment analysis on unstructured data to building complex R-based models with little-to-no coding skills. Activate the intelligence layer with advanced analytics, such as machine learning, to provide forward-looking insights.

AUTOMATING OUTCOMES

Empower others to customize any analysis and make decisions with analytic apps. Share in a variety of formats such as writing back to the database or a bot or leveraging spreadsheets or an easy-to-consume report. Build once and automate forever. Effectively communicate answers and share them with stakeholders so they can take action, visualize outputs, or even create lightweight dashboards in Alteryx. Amplify human output and enable the perpetual upskilling of people with intelligent decisioning to deliver faster, better outcomes.

Analytic Process Automation places business outcomes first. The Alteryx APA Platform transforms business outcomes and workforces by quickly automating analytics and entire data-driven business processes that would otherwise require a myriad of tools and manual handoffs. The result: quick wins and fast returns on ROI that scale across your organization.

 

FOUR AREAS OF ROI WITH THE ALTERYX APA PLATFORM

 

 

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BUYER'S GUIDE

10 Criteria for Evaluating an APA Platform

Transform your business with a data analytics platform that puts quick wins and fast outcomes first.

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ESSENTIAL GUIDE

The Essential Guide to Analytic Process Automation

See how the convergence of analytics, data science, and process automation is driving digital transformation success.

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FREE TRIAL

Free Alteryx Trial

Alteryx , One Month Trial for one month we are offering Alteryx Designer and Designer Cloud to you, for free, so you can start solving immediately.

TRY ALTERYX TODAY

Prep, Blend and Analyze All Your Data Using a Repeatable Workflow

Connect to and cleanse data from data warehouses, cloud applications, spreadsheets, and other sources

Easily join data from multiple sources

Perform analytics – predictive, statistical and spatial – using the same intuitive user interface

Deploy and Share Analytics at Scale

Operationalize your analytics by deploying production processes

Schedule and scale your analytic workflows

Publish analytic apps for customized insights

Deliver Deeper Insights in Hours, Not Weeks

Empower data analysts and line of business users to perform their own analytics

Rapidly process large volumes of data without writing any code

Output analytic results to all popular formats

Additional Alteryx Resources


Transforming Cash Flow Forecasting with AI & ML using Alteryx and Databricks

Transforming Cash Flow Forecasting with AI & ML using Alteryx and Databricks

  Watch the webinar above featuring JT Morris, Capitalize’s Advanced Analytics Practice Leader, and Erick De La Fuente, VP of GTM Strategy, as they dive into how Capitalize is creating 3x more accurate forecasts in a fraction of the time using Machine Learning and AI with Alteryx and Databricks.  If you’re a leader who relies […]

From Manual to Automated: How Blue Sky Bank’s Controller Leveraged Alteryx and BlackLine to Drive Efficiency and Compliance

From Manual to Automated: How Blue Sky Bank’s Controller Leveraged Alteryx and BlackLine to Drive Efficiency and Compliance

  See above for an insightful webinar featuring Zach Allen, SVP & Corporate Controller at Blue Sky Bank, along with Capitalize’s Brian Zahn, Managing Partner, and Andrew Trettel, Office of Finance Manager.   Together, they’ll take you through Blue Sky Bank’s journey of integrating Alteryx and BlackLine to transform and automate financial processes. This session is […]

Mastering SAP S/4HANA Migration with Theobald Software

Mastering SAP S/4HANA Migration with Theobald Software

If you work with SAP, a migration to S/4HANA is probably top of mind for you. But trying to sample, test, and migrate your legacy SAP data to S4 is no easy task. Transitioning your legacy SAP data to S/4HANA involves careful planning and the right tools. Join us on August 1 at 11:00 AM […]

Governing and Scaling Alteryx Workflows with Transparency and Control

Governing and Scaling Alteryx Workflows with Transparency and Control

Like embarking on a cross-country road trip, accelerating your Alteryx journey requires a concerted plan, seamless execution, and vigilant maintenance. Watch the webinar below to hear how we equip our clients with strategies and best practices to navigate the Alteryx ecosystem at scale.  Learn from Capitalize’s experts, having deployed Alteryx at over 1,000 organizations, […]

From Data to Dollars: Maximizing Sales and Marketing ROI with Auto Insights

From Data to Dollars: Maximizing Sales and Marketing ROI with Auto Insights

As a sales or marketing team leader, your daily activities are driven by metrics.  KPIs such as Conversion Rates, Sales Team Activity, Pipeline Metrics, Campaign Responses, and Forecasted Dollars inform your decisions and actions. In a perfect world, all your critical KPIs would live in a single dashboard with actionable insights.  But even with your […]

Introducing DVW & Capitalize: Your Gateway to Seamless SAP Integration with Alteryx

Introducing DVW & Capitalize: Your Gateway to Seamless SAP Integration with Alteryx

 Extracting data from ERP systems can be both an important and challenging process for data workers.  And if you work with SAP ECC, a migration to S4HANA is probably top of mind for you. Whether you are looking to develop Business Intelligence solutions with your data housed in legacy SAP, or you are trying […]

Simplify Your Manufacturing Planning, Forecasting, and Reporting with Workday Adaptive Planning

Simplify Your Manufacturing Planning, Forecasting, and Reporting with Workday Adaptive Planning

Manufacturing has a lot of moving parts including supplier costs, inventory, product demand, scheduling, and logistics. Analyzing, planning/forecasting, and reporting relevant information is incredibly challenging.  Organizations struggling with manual processes, dozens of spreadsheets, and constant delays need to find an automated and dynamic way to plan and forecast.  We’ve helped dozens of manufacturing organizations streamline […]

How Much Alteryx Governance is Right For Your Organization?

How Much Alteryx Governance is Right For Your Organization?

As organizations increase their Alteryx footprint with more users, more workflows, and more self-service, governance challenges can arise.    To manage long-term success and scaling, you need to continually measure your current governance maturity against benchmarks to establish right-sized governance structures to manage risks, encourage cross-department reuse, monitor adoption, etc.  Alteryx has helped many organizations to […]

Alteryx Users: Streamline Your External Audit with WAM with Insights from KPMG

Alteryx Users: Streamline Your External Audit with WAM with Insights from KPMG

Organizations utilizing Alteryx to automate critical accounting processes will inevitably find their workflows come under internal and external audit. Most organizations spend WEEKS creating audit support and fielding questions and requests from the auditors, and often still find themselves receiving pushback on their process, controls, and documentation. Public accounting audit and assurance teams all have […]

Five Ways Alteryx Users Can Take Their Output from Meh to Marvelous with Power BI and Tableau

Five Ways Alteryx Users Can Take Their Output from Meh to Marvelous with Power BI and Tableau

Check out these “5 Ways Alteryx Users Take their Output from Meh to Marvelous with Power BI and Tableau.”  Watch this webinar to discover five effective strategies to elevate your Alteryx outputs and transform them into visually stunning and insightful presentations using Power BI and Tableau.   Add some rocket fuel to your Alteryx development. […]



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Frequently asked questions:

How do I find my license keys?

Your Alteryx Sales Representative will provide you with your license key directly or provide it to your company’s license administrator. Each license can be assigned to users up to the number of seats on that license. License administrators can reassign licenses after they’ve been used via the license administration page, www.licenses.alteryx.com.

How do I install Alteryx Designer? 

  1. Go to licenses.alteryx.com
  2. If you have not registered with Alteryx before, select ‘Register here’ and enter your email address. You will receive a verification code in your inbox.
  3. Once you have verified your email address, you can complete the required fields in the registration form and select ‘Create’ to create an Alteryx account. This account will be used to access your license portal and download new updates for Alteryx in the future.
  4. Once you have registered for Alteryx, enter your license key:
    ***_____***
  5. From ‘Product Downloads’, select ‘Alteryx Designer’.
  6. Select the most recent version from ‘New Versions’.
  7. Select either Admin or Non-Admin Alteryx Designer install file for download. If you’re not sure if you have administrator privileges on your computer, select the Non-Admin version. There are limited restrictions on the Non-Admin version and it can be updated in the future.
  8. After downloading, run the installation .exe and follow all prompts. The default installation locations will work for any new users.
  9. Once you’ve completed the installation, register your Designer with your email address and license key.

Where do I find upgrades and patches? 

As you use Alteryx Designer, you’ll receive a notification in Designer whenever a new version installation is available. Details about new versions are available online at https://help.alteryx.com/release-notes. If you’d like to upgrade, you can use the link in your Designer update notification or the Alteryx Downloads and Licenses Portal:

Reasons to upgrade:

  1. New tools/connections and updates to existing tools are released periodically.
  2. Additionally, updating to the latest version will ensure that you can run any workflows you receive and that you have the most recent fixes for any potential bugs.

How often should I expect patches and releases? 

Large version updates (2022.x) occur quarterly, with smaller sub-releases (2022.x.y) occurring between larger numbered versions. Smaller sub-releases focus primarily on bug-fixes and adjustments, while the large updates add new tools, connections options, and interface improvements.

Where can I find documentation? 

The Alteryx Help documentation is a detailed walk-through of the function and configuration for each Alteryx tool and can be accessed through the Alteryx website or within Designer. The Help menu on the menu bar has links to the Help documentation as well as pre-built workflows that illustrate business processes and introduce new tools.

Where can I go for training?

The Alteryx Community is a great place to start for new Alteryx users who want to learn how to build workflows in Designer. There are Learning Paths and Interactive Lessons that will walk new users through different categories of tools as well as opportunities for testing your skills with certification exams and weekly community challenges.

How do I put in a support ticket with Alteryx?

If you’re not finding an answer to your question in the forums on the Alteryx Community, you can use Alteryx Support. Within the Alteryx Support Page, you’ll find resolutions for other users’ submitted requests. If you have a question and don’t find an existing resolution, you can submit a case to Alteryx support and receive a direct response from Alteryx.

How can I get help from Capitalize?               

If you have more questions about your Alteryx license, would like some additional help getting started in Designer, or if you’re wondering how Capitalize can assist further, please contact our Alteryx team at alteryx@capitalizeconsulting.com.


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Three Tools CFOs Can Use to Jumpstart Their AI Journey

As a CFO, your role extends well beyond managing finances – you’re at the forefront of driving automation, improving efficiency, and shaping strategic transformation. With countless AI tools and platforms available, it’s challenging to identify where to begin. From streamlining data collection to leveraging machine learning, the opportunities are vast, but finding the technologies that […]

How Databricks and Alteryx Work Together to Accelerate Advanced Analytics

Data is the lifeblood of decision-making. Organizations that can quickly access, analyze, and act on data insights are the ones that stay ahead of the competition. Functional business lines are increasingly leveraging data to drive impactful decisions that can significantly influence profitability. To do this, many businesses are turning to advanced analytics platforms like Databricks and Alteryx […]

5 Steps to Unlocking Value from Alteryx Customer Managed Telemetry (CMT)

Visibility into how your organization uses technology is critical for ensuring compliance, optimizing resources, and identifying areas for improvement. For organizations leveraging Alteryx, Customer Managed Telemetry (CMT) provides this visibility by capturing detailed log data directly from Alteryx Designer. However, many businesses struggle to turn these raw logs into actionable insights that can drive meaningful […]

Workflow Admin Manager (WAM): How to Solve for Alteryx External Audit and IT Efficiency

Accounting Automation: Leveraging Alteryx and Power BI for Efficient Reconciliation

Accurate and timely reconciliation is a critical component of accounting. Whether it’s aligning journal entries with invoices or reconciling financial reports from different platforms, this process ensures consistency and helps prevent discrepancies from moving downstream to critical reporting. For finance teams, reconciliation not only provides clarity, but also supports internal auditing efforts. However, as essential […]

Alteryx for Finance Teams: Drilling into High-Impact Use Cases

  Finance teams need Alteryx. It is a powerful platform that can help automate and optimize their processes, allowing them to focus on higher value-added activities. However, many clients of ours express a common concern – they understand the platform’s potential but struggle to see where to start or how to apply it within their […]

How Alteryx Can Transform Financial Forecasting for Greater Accuracy and Efficiency

Accurate financial forecasting is crucial for making informed decisions and staying ahead of the competition. Traditional methods of financial forecasting often involve manual data entry, complex spreadsheets, vaguely defined methods, and time-consuming processes that can lead to errors and inefficiencies. This is where Alteryx comes into play. As a leading data analytics platform, Alteryx empowers […]

Enhancing Fraud Prevention and Anomaly Detection in Accounting with AI and Machine Learning

The threat of fraud and the challenge of identifying anomalies in financial data are pervasive concerns. However, the advent of machine learning (ML) and artificial intelligence (AI) has transformed these domains, offering robust tools to safeguard accounting operations and maintain financial integrity. Machine learning can identify patterns and trends within large datasets, making it an […]

Demystifying Alteryx: Why It’s Important for Finance Teams and How to Get Started

In the dynamic world of finance, professionals are constantly striving to do more with less. The pressures of faster month-end closes, efficient in-house tax filings, and managing the intricacies of financial data demand robust tools and processes. Tools like Alteryx can be a powerful platform to help transform the Office of Finance by automating and simplifying complex […]

Thoughts From a CFO: Former Stanley Black and Decker CFO Provides Executive Thought Leadership on Alteryx

In a recent webinar with the Capitalize team, Russ Mills, current Field CFO at Alteryx and former CFO of Stanley Black & Decker, shared his invaluable experiences and insights on leveraging Alteryx for finance teams.  

5 Reasons Why CPA Firms Must Embrace Technology Now

CPA firms face significant challenges, and the need for digital transformation has never been more urgent. The stakes are high; if you don’t adopt technology now, it could mean the difference between thriving and barely surviving. Sticking with manual processes isn’t just inconvenient—it’s a threat to your firm’s future. Overworked staff are leaving, leading to […]

Enhancing Your Workflow Management with Alteryx and Workflow Admin Manager

Managing Complex Workflows with Ease  Are you an Alteryx power user managing hundreds or even thousands of workflows across your organization? Are you looking for a comprehensive solution to audit, document, and mass update those workflows seamlessly? If so, it’s time to consider integrating Workflow Admin Manager (WAM) into your tech stack.  Audit and Analysis: […]

Monitoring Your Alteryx Server Environment: A Guide for IT Specialists

Introduction   Are you an IT specialist tasked with managing your company’s Alteryx server and Sandbox environment? As Alteryx usage grows within your organization, ensuring the scalability and efficiency of your server setup becomes increasingly crucial. Fortunately, there’s a powerful tool at your disposal: Workflow Admin Manager (WAM) by Capitalize. In this blog post, we’ll explore […]

Streamlining Internal HR Processes for Splunk

Splunk’s HR Team Uses AI to Drive Employee Satisfaction The video below showcases how Capitalize Analytics revolutionized Splunk’s internal processes and insights extraction by seamlessly integrating Alteryx and Tableau. Initially grappling with manual and time-consuming HR processes, Splunk sought to streamline operations and gain actionable insights from employee surveys. Through the strategic implementation of Alteryx and […]

Automating Alteryx Workflow Documentation Using AiDIN and WAM 

Things we know: Documentation is a drag (documenting Alteryx Workflows included). Documentation is difficult to keep up-to-date. Solutions we’ll discuss in this article/video: Alteryx’s latest AiDIN generative AI solution for building a “Workflow Summary.” Capitalize’s robust auto-documentation abilities in Workflow Admin Manager (WAM). Goal: Give you options when the daunting task of documenting Alteryx Workflows […]

Navigating Marketing Budget Allocation Challenges with Alteryx Optimization

Allocating marketing budgets is a task that many businesses grapple with. From startups to established corporations, organizations often find it difficult to distribute their budgets across various marketing channels and product categories effectively. The challenge intensifies when there are budget constraints, making it harder to ensure every dollar is spent wisely for maximum ROI. Not […]

Simplifying Analytics with Alteryx Intelligence Suite

In the fast-paced, ever-evolving landscape of data analytics, we're always on the lookout for tools that aren't just powerful, but also a breeze to use. That's where Alteryx Intelligence Suite steps into the spotlight. It's a trailblazer, making the complex world of data mining and machine learning something that's within easy grasp for all of […]

Alteryx and Python: Better Together

In today’s data-driven world, there’s no shortage of tools designed to handle, manipulate, and analyze data. Among them, Alteryx and Python stand out for their flexibility, scalability, and ease of use. Alteryx is a renowned platform for data preparation, blending, and analytics, while Python is an incredibly popular general-purpose programming language used extensively for data […]

What’s a simple way to explore my Alteryx Server database?

Are you an Alteryx Server administrator? Have you ever wondered how to download information out of MongoDB? Here’s an easy way to get that information (current version is 2021.4 at time of post).  Please refer to the Help guide to access all the database schemas https://help.alteryx.com/20214/server/mongodb-schema-reference – NOTE: We do not support making direct edits […]

Alteryx Server Upgrade FAQ

You’re ready for an Alteryx upgrade! Now what? When should I upgrade my Alteryx Server Instance?   Alteryx has a standard rollout of new major versions of Server every quarter. The decision on how cutting-edge you would like to be is up to you. As a standard practice, some agencies wait a month after a new […]

Alteryx and ChatGPT are Better Together!

ChatGPT can help you build your Alteryx formulas In this video we'll show you how to build custom groupings by asking ChatGPT to write the formula syntax for you! You can just copy the code and paste it into the Alteryx formula tool! Pretty incredible! Write RegEx for Alteryx with ChatGPT In this video, we’ll […]

Alteryx vs. Dataiku: Why is Alteryx the right choice for my organization?

This article explores the similarities and differences of Alteryx and Dataiku—ultimately highlighting the unique features of Alteryx that make it the preferred analytics platform for data-informed organizations. Here’s a quick breakdown of the differences between Alteryx and Dataiku. Interface: Alteryx: Utilizes an integrated user interface including a tool palette, workspace canvas, tool configuration panel, results […]

Optimizing Supply Chain Analytics Using Alteryx & UiPath 

 Supply chain teams are dependent on external vendors/suppliers and massive internal software platforms to do their jobs. Working with so many teams and systems outside of the supply chain’s control makes manual processes and data challenges inevitable.   Dumping data from third parties and internal systems quickly overloads Microsoft Excel, and IT teams struggle to keep […]

Vendor Round-up: Comparing Alteryx, Tableau, and Power BI for Data Visualization and Data Wrangling 

Alteryx  Visualization: 3 out of 5  The current Alteryx platform has limited visualization and reporting capabilities. There are some excellent data investigation tools and visualization tools for workflow developers. Alteryx also provides some limited tools for reporting, but it does not replace a business intelligence or dashboarding tool.  Data Wrangling: 5 out of 5  Alteryx […]

How Alteryx and Dremio Unlock Analytics From Your Data Lake 

At Capitalize, we love Alteryx. It’s a wonderful tool that gives a wide variety of data consumers the power to explore, analyze, and make predictions based on data from myriad sources. Alteryx enables automation of everything from simple end-of-month reporting to advanced data science use cases.   In our several years of Alteryx consulting, however, we […]

Scaling Alteryx Server with User-Managed MongoDB

There are many advanced configurations available within Alteryx depending on the size and scale of the implementation. One important option for scaling, fault tolerance, and disaster recovery is user-managed MongoDB. For companies with small environments, user-managed MongoDB is probably overkill, but for those using Alteryx in a large, mission-critical environment, user-managed MongoDB is a best […]

Can Alteryx Speed Up ERP Implementations?

Implementing systems, absorbing acquisitions, and peeling off divestitures is brutal!   Alteryx can help! Accessing, exporting, manipulating, and pushing data from one system’s format to a totally different system’s format is incredibly difficult. Layer in bad data, the desire to streamline your processes, and unique functionality available in the new system, and you have an epic […]

Audit Automation with Alteryx and UiPath

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Accelerating Month-End Close with Process Automation

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Q&A: What is Alteryx Server?

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6 Ways Alteryx Server Supercharges Your Alteryx Investment

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Tax Professionals: How to Automate Reporting and Filings with Alteryx

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Dun and Bradstreet Automation with Alteryx: Power Capitalized

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Alteryx Power BI: Push Content Into Power BI from Alteryx Workflows

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Alteryx and Snowflake: Using the Snowflake Starter Kit

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How to Become a Data-Driven Organization

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Accounting: Automate Your AP Process with Alteryx and ABBYY

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Automating Tax Processes with Alteryx and Tableau

Tax professionals are tasked with diverse sources of tax data, constantly changing regulations and growing volumes of data.  And for most organizations, the “tax technology” used to address these challenges is spreadsheets.  While spreadsheets are amazing, they haven’t scaled with the ever-increasing tax requirements.  The result is that tax professionals spend an inordinate amount of […]

Announcement: Workflow Admin Manager (WAM) Product Launch

Capitalize Analytics is thrilled to announce the launch of Workflow Admin Manager (WAM)! This amazing tool will provide a variety of solutions to Alteryx administrative struggles for the Alteryx expert and the non-Alteryx user alike. It will be available on April 23rd 2021! What exactly does WAM do? Audit reporting with ease – WAM users will be able […]

Sales Operations: Removing Manual Processes with Alteryx

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Snowflake Tool Tutorial: Using Alteryx to Push and Pull Data

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Foster a Data-driven Team with Alteryx and Snowflake

Digital workers across all departments in virtually every organization have been stuck in the same manual and monotonous processes for years. Meeting rigorous deadlines while being stretched too thin has inhibited their ability to upskill themselves and provide strategic value to their teams and missions. Worse still, it has caused them to dread their daily […]

UiPath Alteryx Integration Through Alteryx Activities Package

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Optimize Finance Operations and Reduce Bottlenecks with Alteryx and ABBYY

Digital transformation is a top priority for finance leaders.  Success improves visibility into cashflow and working capital, reduces transaction costs, and creates the foundation for driving long-term value. Sadly, only half of the transformation efforts will deliver sustainable ROI.  ABBYY Timeline and Alteryx help organizations analyze and visualize their business processes. By seeing every step, […]

Data Automation in the Office of Finance with Alteryx

Most finance organizations rely heavily on spreadsheets for financial analysis, resulting in excessive time spent on data preparation and formatting. When departments in the Office of Finance, such as accounting, tax, internal audit, treasury, and FP&A, are empowered with Alteryx, manual processing is replaced with automation to free up time for analysis and critical thinking. […]

Integrate Alteryx and Snowflake 

Integrate Alteryx and Snowflake  Every company has large amounts of data that they need to store and analyze, but there can be many challenges in working with this data. Often the data is coming from different sources, is disorganized, and cannot be used immediately for analysis. Additionally, storing data requires significant system and resource management.  The good news – Alteryx and Snowflake can alleviate some of […]

Streamlining Internal Audit with Alteryx Analytic Process Automation (APA)

Internal auditors are tasked with dissecting and evaluating business processes across the enterprise, often requiring large amounts of data be acquired and analyzed. Increasingly, Internal Audit teams are being asked to do more audits, larger audits, and continuous audits, without expanding the size of their teams. Spreadsheets are cumbersome and error-prone, but many technologies like […]

Manage Your Time Series Data with Alteryx and ABBYY Timeline

  Almost all companies have processes that are measured and tracked across timespans. The resulting time series data usually exists in large volumes and may detail complex processes which can be difficult to manage, visualize, and analyze. With Alteryx and ABBYY Timeline, users can quickly organize their data and get instant feedback on process performance. […]

Finance Process Improvement: Accounting & Finance Automation

Webinar Slide Deck Accounting, tax, and finance have some of the most data-intensive processes within any company. Revenue, expenses, forecasting, and reporting require numbers from every part of the organization. Getting everything together is difficult. Making sure those numbers are accurate and building reports to communicate them is even more complicated. Using Alteryx and UiPath […]

How can WAM help me with Change Control and Versioning on my Alteryx Workflows?

Keeping track of the changes made to your workflows can be difficult, especially as they are being developed and tested iteratively. Saving multiple copies of workflows can also be confusing and clutter workspaces, and it can be difficult to distinguish the differences between each version. For example, an analyst has been working on a very […]

How to Quickly Verify Alteryx Workflow Versions?

Since Alteryx is always improving, it is important to keep track of which version of Alteryx Designer your workflows were created in. Not doing so can lead to version compatibility errors when trying to open workflows on an older version of Alteryx than the workflow was created in, since tool configurations sometimes get updated. It […]

Pairing Alteryx (APA) and UiPath (RPA) for Fully Automated Processes!

Thursday, October 8, 2020 11:00 am – 12:00 pm Central Automation is taking the world by storm. We see it in every industry and every functional area within an organization. UiPath (RPA) and Alteryx (APA) allow departments across organizations to automate processes like: Accounting month-end close processes Purchasing supplier data gathering, analysis, and reordering Tax […]

WAM Optimization and Audit Reporting

Download Alteryx Files Here   Workflows can constantly be changing, whether due to new data being available, format changes, additional requests, or other circumstances. Additionally, not all Alteryx users have access to Designer and may not be able to see what goes on in the background The Audit Reporting feature of WAM allows users to […]

What is Alteryx?

Learn the answer to 'What is Alteryx?' and more with this tutorial for the Alteryx tool. Capitalize Consulting professionals are Alteryx experts. Learn from the best.

RPA and Alteryx Process Analytics: Better Together

Robotic Process Automation (RPA) and Alteryx’s Analytic Process Automation (APA) are amazing platforms for companies looking to automate manual, risky, and time-consuming processes. Our clients have begun to ask, “Which of these platforms should we invest in?” While RPA and APA (Alteryx) have some similarities, they solve different automation challenges. RPA does a fantastic job […]

Free Alteryx Training

Don’t miss out on this opportunity for free training to take your Alteryx skills to the next level! Over the next seven weeks, you will have the opportunity to register for classes covering everything from the basics to the advanced features in Alteryx, which are designed to get you to expert level in just a […]

Alteryx vs Tableau: What’s Best for My Organization?

Clients ask us to help them choose between vendor solutions nearly every day. Once we dig into the organization’s challenges and existing technologies, we can help pretty quickly. We’re asked about Alteryx vs Tableau frequently, so we’ve written up our findings to help you understand the two solutions better.  In the pages of analysis that follow, […]

Data technologies can be overwhelming. Join us on May 7th to see seven vendor solutions during a Technology Matters Marathon!

There are so many solutions focused on data challenges that it can be overwhelming to understand them all. Do you need: Self-Service? Data Visualization? Master Data Management? Data Governance? Data Cataloging? AI/ML? DataOps? Capitalize is working with the team at “Great Data Minds,” to put together a program that helps you get a feel for […]

Tax Automation: How bioMérieux is Enabling Collaboration with Alteryx

Watch James Leo, Senior Tax Manager – Direct Taxes with bioMérieux, a worldwide leader in the defense of the COVID-19 pandemic and Capitalize Analytics show how Tax teams are leveraging the power of Alteryx to collaborate in a virtual world. The current environment has changed the way business is conducted and supported, impacting processes and procedures. […]

Government Data Analytics – Driving Insights

April 30, 2020   12:00-1:00 pm CDT In government, the business community and citizens expect to harness insights derived from high quality data to improve service delivery, provide transparency and impact decision making.  Whether you’re in health, human services, education, transportation, or any other key agency, the challenge remains the same – an inability to turn vast amounts of data […]

How Workforce Analytics Can Empower HR Teams in Today’s Environment

With today’s current environment, Human Resource departments need to be more agile than ever. Company leaders have questions and HR needs to respond to those questions with timely and accurate data. Jessica Thomas, Workforce Analytics Subject Matter Expert with nearly seven years of HR Analytics experience, demonstrates how Alteryx and Tableau will empower you and your team to quickly […]

YOU ARE INVITED TO THE UPCOMING NASHVILLE ALTERYX WORKFORCE ANALYTICS LUNCH-N-LEARN

Workforce analytics is becoming a core component of digital Human Resourcing strategies. With the increase of real-time data and the use of technology, the need for advanced analytical skills is essential to a successful organization. More and more organizations are turning to Alteryx to deliver key metrics to leadership and align with business strategy. By […]

YOU’RE INVITED! UPCOMING ALTERYX + TAX LUNCH-N-LEARN IN HOUSTON

Tax departments must work with data from nearly every department of an organization. With very little control of the source data, tax teams must massage, prepare, blend, and analyze data in whatever format they are given. Many of our clients have found they spend so much time dealing with data preparation that they don’t have […]

Now Available On-Demand: Streamlining Financial Reporting in Government and Education Workshop

Public sector faces unique challenges in fulfilling financial reporting requirements, including adherence to standards, siloed data, shrinking budgets and growing public expectations. This Tableau and Alteryx workshop is for you if you are facing challenges such as: spending hours (or days) consolidating, cleansing and organizing data users demanding faster and better access to the data […]

Tips for Creating Data-Independent Workflows in Alteryx Directory Tool

Most of the time, you’ll start creating a workflow with a single data source (or set of sources) in mind. Therefore, you build your references, your row selections, your filters, etc. based on whichever data example you have on hand at that time. This will work great for that dataset and you’ll always be able […]

HR Workforce Analytics On-Demand Webinar Series

We recently held a series of HR Analytics workshops. All three weeks are now available On-Demand to watch and share here! Workforce Analytics, Predictive Analytics, and Process Automation are incredibly hot topics right now. Alteryx is a solution built to help business and HR analysts increase their speed and efficiency without the need to rely […]

Feature Scaling with Alteryx & Python

Feature Scaling in Alteryx with Python Alteryx Analytics is the leading platform for self-service data analytics. It provides analysts with the unique ability to easily prep, blend, and analyze all their data using a repeatable workflow, then deploy and share analytics at scale for deeper insights in hours, not weeks. Python is a general-purpose programming […]

HR Workforce Analytics: Getting Started with Alteryx Designer – Three-Week Series

Workforce Analytics, Predictive Analytics, and Process Automation are incredibly hot topics right now…but how does someone get started? Alteryx is a solution that was built from the ground up to help business and HR analysts increase their speed and efficiency without the need to go to IT. If you’re living your life running reports and […]

Tacos, Tequila & Analytics with Alteryx on August 14th in Houston!

Tacos y tequila are a fiesta in your mouth, but things really spice up when you add analytics to the party. Join us on August 14th from 5-8 PM CDT for an exclusive event at El Big Bad in Houston as we mix Tacos, Tequila, and Analytics to solve a common location intelligence challenge using […]

Workforce Analytics with Capitalize & NOV: Going Beyond Turnover with Alteryx & Tableau

Join Capitalize Analytics on Thursday, June 27, 2019 at 1:00 pm CDT for an exciting presentation with National Oilwell Varco’s HR Analytics team on how they’re using Alteryx & Tableau to overcome their challenges with applicant tracking, compensation management, and turnover. With over 38,000 employees in 673 locations in 65 countries with over 200 acquisitions, […]

Capitalize with Alteryx at the Inspire Conference!

Capitalize will attend Inspire, Alteryx’s annual user conference in Nashville, June 10 – 14, 2019 at the Gaylord Opryland Conference Center. Join us! Come connect and engage with industry peers. Hear from a community of data experts as they share groundbreaking insights in analytics Meet with industry rock stars to discuss how they disrupt the […]

Capitalize Analytics at the 2019 Texas Connection Consortium!

Capitalize Analytics will be in San Antonio, May 22-24, 2019 for the Texas Connection Consortium. Our subject matter experts will be in attendance to provide information on how to solve data challenges with tools like Alteryx, Cognos, and Tableau, to name a few. Stop by our exhibit table and join us for the following sessions […]

Upcoming Webinar: Analytics Roadmap to Unlock DoT Data

Join us for a free webinar to learn how Alteryx can help fuel transportation analytics! Date: Tuesday, May 21, 2019 Time: 11:00 AM CT Register HERE Tracking infrastructure investments, public safety, and expansion demand in a big data world has made DoT decision-making time-consuming and difficult. Growing data volumes, along with legacy systems and data […]

Capitalize Analytics at Houston Alteryx User Group Meeting

Join Capitalize Analytics for the Houston Alteryx User Group lunch & learn meeting! When: Thursday, May 16th from 11:30 – 1:00 PM CDT Where: 777 N Eldridge Pkwy, Suite 1100 Houston, TX 77079 Register: Here *Pizza will be provided!* Alteryx User Groups provide an opportunity to network, collaborate, master new skills, and learn from peers […]

Upcoming Alteryx Higher Education Webinar

Alteryx: How Higher Ed Institutions Nationwide Are Simplifying Data Access, Automating Processes, and Forging Ahead with Predictive Analytics! Higher education has so much data from the registrar’s office, admissions, financial aid, and institutional advancement, just to name a few. Alteryx helps institutions wrangle all this data by enabling higher ed departments and personnel to prep, […]

Alteryx Solution for Updating Workers’ Compensation Code on Employee Records

There are many times when we need to get large amounts of data into a system, but the front end of the application doesn’t provide a way to do it quickly. This creates a dilemma of how to get hundreds or thousands of items loaded, without doing it by hand, which could take days. Alteryx […]

Upcoming Live Webinar! Revolutionize Analytics for the Oil, Gas, and Energy Industries

Thursday, May 10th , 2018 at 1:00 pm CDT Join Alteryx and Capitalize Analytics as we take a deep dive into how self-service analytics, combined with a complete end-to-end platform, can revolutionize how people in the Oil, Gas, and Energy industries can use data to gain valuable insights. Walk away knowing how the right platform […]

Alteryx Key Components

We recently had the opportunity to provide an Alteryx demo to a large oil & gas company. The demo was focused on the ease of use of Alteryx while also showing many of the key components of the software.  This was coupled with an industry-specific example and a demonstration of predictive analytics. In this first […]

On Demand (recorded) Webinar! – Breaking Through the K12 Data Silos

This webinar was held on Wed, September 13th, 2017 All this data and all the movement IS overwhelming! How can we get data into our systems? How do we provide data to other systems? How do we blend data together from multiple systems? In most cases the answer is…manually using excel! In this webinar, we’ll […]

Alteryx Inspire Conference June 5-7th, 2017

Alteryx Inspire Conference June 5-7th, 2017 @ ARIA Resort & Casino, Las Vegas. Alteryx Inspire 2017 user conference celebrated these iconic achievements, learned from peers, and pushed the boundaries of what’s possible with data. Armed with tools that make insights more accessible to everyone, we all have the power to become Icons of Analytics! Learn […]