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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.

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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 […]

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 […]

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 […]

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 […]

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 […]

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, […]

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 […]

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 […]

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 […]

Easily Access SAP with Alteryx, Power BI, Tableau, and Snowflake Using DVW Connectors

SAP is the largest and most important software system in an organization, but getting access to the data within SAP has always been difficult. If you’ve ever tried to connect […]

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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?

Go to licenses.alteryx.com
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.
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.
Once you have registered for Alteryx, enter your license key:
***_____***
From ‘Product Downloads’, select ‘Alteryx Designer’.
Select the most recent version from ‘New Versions’.
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.
After downloading, run the installation .exe and follow all prompts. The default installation locations will work for any new users.
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:

New tools/connections and updates to existing tools are released periodically.
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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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 […]

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 […]

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, […]

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 […]

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 […]

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 […]

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 […]

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, […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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. […]

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 […]

Audit Automation with Alteryx and UiPath

WEBINAR Audit teams come in many shapes and sizes. Some have massive technical arms that support them and provide tools for analytics and automation. Many, however, are resource-strapped groups with […]

Accelerating Month-End Close with Process Automation

Do you dread the month-end close processes within your company? Does your accounting team spend days, or even weeks, to complete reporting? You aren’t alone! The challenge is that […]

Q&A: What is Alteryx Server?

Alteryx Free Trial Alteryx Training Alteryx Resources Alteryx Webinars Schedule a Demo What is Alteryx Server? | Why do I need Alteryx Server? | See how Alteryx Server is used in real example | Alteryx Server installation | Architecture behind […]

Integrating ABBYY Vantage and Alteryx for End-to-End Automation

What is ABBY Vantage? ABBYY Vantage is a cloud-based platform that consumes documents and extracts data using OCR technology. Vantage can be used to process any document type; structured, semi-structured […]

What is Analytic Process Automation

Written by Alan Jacobson On any given day, you probably have a suite of analytic products, services, and tools to help you dive into your data. While they’re all great […]

6 Ways Alteryx Server Supercharges Your Alteryx Investment

Let me guess – today you’re loving Alteryx. It’s freed up time, automated manual tasks, improved accuracy, and provided numerous operational efficiencies. But you know that there’s more that […]

Tax Professionals: How to Automate Reporting and Filings with Alteryx

Alteryx and Capitalize Analytics will be hosting a free, three-week series on Alteryx for Tax Professionals. Tax professionals are constantly required to pull “dirty” data from multiple systems and spend […]

Dun and Bradstreet Automation with Alteryx: Power Capitalized

Firmographic Data With the firmographic data package from Dun & Bradstreet (D&B), Alteryx enables you to segment and target businesses and improve your return on marketing spend and outreach. Whether […]

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

Overview With the Microsoft Power BI Output Tool, users can capture the power of Alteryx’s Analytical Processing Automation (“APA”) and Extract, Transform, and Load (“ETL”) capabilities and pair them with […]

Alteryx and Snowflake: Using the Snowflake Starter Kit

Get the Starter Kit First, be sure that you have the Alteryx Predictive Tools installed; instructions on how to install can be found here. Then click here to download the […]

How to Become a Data-Driven Organization

You’re invited to our webinar, “How To Become a Data-Driven Organization” The verdict is in: Data-driven companies are outperforming their competition and the gap widened tremendously over the course of […]

Accounting: Automate Your AP Process with Alteryx and ABBYY

Working with Accounts Payable teams we find these common challenges: Vendor setup is manual, time-consuming, and error-prone. Every invoice looks different and must be treated differently for POs, cost centers, […]

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 […]

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 […]

Sales Operations: Removing Manual Processes with Alteryx

Slide Deck Working with dozens of Sales Operations teams, we find the following common challenges: They struggle with manual processes that are time-consuming. It is difficult to repeat processes efficiently. […]

Snowflake Tool Tutorial: Using Alteryx to Push and Pull Data

Setting Up Snowflake Access this link to start a free trial of Snowflake. Upon activating a trail account, you will be prompted to select the cloud provider from either AWS, […]

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 […]

UiPath Alteryx Integration Through Alteryx Activities Package

UiPath is a Robotic Process Automation (RPA) that allows users to configure a “robot” to copy and integrate human actions to execute manual, repetitive digital processes. UiPath provides easy, drag-and-drop […]

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 […]

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, […]

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 […]

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 […]

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 […]

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. […]

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 […]

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 […]

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. […]

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 […]

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 […]

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 […]

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 […]

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 […]