A practical Alteryx subject for finance and consulting professionals. Seventeen courses and projects across four tracks, from importing and joining data through to predictive analytics, financial statement automation, web scraping and macros. Beginner to Advanced.
Alteryx is the analytics workflow tool that finance and consulting teams turn to when spreadsheets stop scaling. This subject takes a complete beginner from importing and joining data through advanced predictive analytics, financial statement automation, spatial analysis, web scraping and macros. No coding background required.
See the learning outcomes →Open Alteryx for the first time in week one. Build production‑grade workflows with macros and predictive models by the end. Skip ahead, jump in mid‑subject, or run it all top to bottom.
Workplace cases on cash flow reporting, revenue prep and courier logistics. Skills practised on the kind of problems Alteryx actually shows up to solve.
Dedicated tracks on automating financial statements, web scraping and a full predictive analytics workflow with regression, classification, time series and clustering models.
Every milestone is independently accredited by CPD, CPE and NASBA, so what learners earn here counts towards continuing professional development.
Every outcome is mapped to a specific lesson and assessed through scenario‑based exercises. Learners walk away with practical Alteryx workflows they can apply on the next client engagement, deal review or finance close.
Import any dataset, lay out workflows that other analysts can read, and use containers and comments to keep work production‑ready.
Introduction to AlteryxUnions, joins, pivots, transposes, parsing, formulas, fuzzy matching and regular expressions. The full data preparation toolkit.
Joining & Transforming DataCut hours from the close. Automate the processing of Income Statements, Balance Sheets and Cash Flow Statements directly inside Alteryx.
Practical ApplicationsConvert coordinates into geospatial data, then map and analyse it directly in Alteryx for retail expansion, logistics and territory planning.
Practical ApplicationsDesign analytical applications, batch and iterative macros, and chain them together. Reusable, production‑grade workflows that scale across the team.
Applications & MacrosCross‑reference website content with API geo‑data, then manipulate the result inside Alteryx to produce an enriched dataset ready for analysis.
Web ScrapingLinear and logistic regression, time series forecasting, classification, clustering and market basket analysis. Build, evaluate and deploy models, all without writing code.
Predictive AnalyticsAlteryx is built as four tracks. Beginner workflow basics through to applied data manipulation, advanced practical applications and a full predictive analytics workflow, with three workplace projects threaded through. Pick a single track or run the full subject end to end.
The starting point. Importing data, building workflows, joining and transforming, and outputting results to other tools and stakeholders.
Import datasets into Alteryx and use selection, comment and container tools to build clean, correctly labelled workflows that other analysts can read and trust.
Joining data is fundamental but rarely easy. Build a confident grasp of unions, joins, pivots and transposes, the moves every Alteryx workflow leans on.
Connect Alteryx to a wide range of data sources and share results with collaborators or other tools. Covers Dynamic Input, the Reporting tools and the Publish to Power BI tool.
Parse, calculate and clean. Two applied courses on parsing, formulas, fuzzy matching and regular expressions, with two workplace projects on cash flow and revenue prep.
Almost every project needs some parsing and a few calculations before analysis can start. Master the parsing and formula toolkit Alteryx provides.
A workplace project. Help an emerging sushi franchise produce standardised, up‑to‑date cash flow reports for each franchisee, automated in Alteryx.
A workplace project. Help WashCo, a washing machine company, automate the cleaning of complex revenue datasets so reporting moves faster and with fewer errors.
The advanced parsing and manipulation toolkit. Fuzzy matching and regular expressions, taught through a series of applied lessons.
Alteryx out in the wild. Financial statement automation, spatial mapping, applications and macros, AB testing and web scraping.
Cut hours from the close. Automate Income Statements, Balance Sheets and Cash Flow Statements directly inside Alteryx so the finance team gets time back every month.
Geospatial analysis is increasingly central to retail, logistics and territory work. Convert coordinates into geospatial data and map them directly in Alteryx.
The Alteryx interface tools. Design and run dynamic apps, build Batch and Iterative macros, then chain analytical applications together for production‑grade automation.
Apply AB testing inside Alteryx to understand customer behaviour, measure changes properly and improve the customer experience with statistical confidence.
A case study that cross‑references a website with API geo‑data. Investigate sites, extract relevant fields, manipulate them in Alteryx and integrate sources into one enriched dataset.
The model layer. Regression, time series, classification, clustering and market basket analysis, with a workplace project on courier delivery times.
Linear and logistic regression applied to business cases. Deploy models, assess their quality and tune them for stronger predictive performance.
A workplace project. Build a linear regression model on previous deliveries to give a courier company more accurate delivery‑time predictions.
The Alteryx time series tools. Run univariate and covariate forecasts on historic data, compare outputs and learn the trade‑offs of customising the model.
Use sample data to train and validate classification models in Alteryx. Try several techniques, then export the best ones and fit them to new data.
Two unsupervised learning techniques inside Alteryx. Market basket analysis to understand customer behaviour, and clustering to surface underlying patterns as groups.
Alteryx sits inside Kubicle's wider library, alongside subjects on Excel, Power BI, Tableau, SQL, Data Literacy, AI, financial modelling and project management.
Try for Free →Kubicle is engineered around a single goal: practical skills that get used. Every design choice, from lesson length to assessment style, is made to keep finance and consulting professionals engaged and to translate watch time into measurable outcomes at their desk.
Most lessons run 5–10 minutes. Designed to fit between meetings, not block out a Tuesday afternoon. The result: 80% completion vs. a 7% industry benchmark.
Learners build a portfolio of project work, not a list of completion certificates. Skills practised on the kind of data they'll see on a real engagement.
CPD, CPE and NASBA accreditation means credits count toward continuing professional development. Certificates are shareable on LinkedIn the moment they're earned.
Every course slots into a wider learning path. Pair Alteryx with Power BI, Tableau, SQL or Data Literacy as the team's needs grow.
Engagement and skill‑gain dashboards from day one. Leaders see exactly where capability is building and where it isn't, by team and by role.
Modules are refreshed continuously to reflect new tools, regulation and the rise of generative AI. You never pay for material that's gone stale.
The numbers, the accreditations and the customer outcomes are all on the table, so L&D, Early Careers and Practice Leads can build the business case fast.
Every course awards CPE / CPD credits via NASBA‑recognised accreditation, so time spent here counts on a CV and on the team's compliance log.
These aren't aspirational numbers. They are the measured outcomes Kubicle clients report after a typical rollout, with manager‑level dashboards from day one so practice and L&D leaders can see exactly where capability is building.
More than 60% of Kubicle learners report saving between 30 minutes and 2 hours every week thanks to sharper data skills. Time redirected to higher-value work, and a measurable productivity dividend at the team level.
45% of Kubicle learners apply newly‑acquired skills daily, the difference between training that's watched and training that's worked.
75%+ of learners report measurable gains in both data analysis and the communication skills needed to make insights land with stakeholders.
Kubicle was easy to set up and our learners were quickly engaged. It's effectively closed our skill gap, especially in tools like Excel and data processing, and the real-time progress tracking and certifications are why we'll keep using it.
Validated Reviewer
TotalEnergies
Still have a question? Send an enquiry and one of our learning advisors will walk you through it within a business day.
Try for Free →Finance and consulting professionals who run analytical workflows: audit, advisory, deals, FP&A, corporate finance and risk. The seventeen courses and projects are pitched at every level, from complete beginners through to advanced macros and predictive analytics. No prior Alteryx experience required to start.
Roughly 38 hours of content across 17 courses and projects, worth 31.0 CPE/CPD credits. Most learners complete the full subject across six to ten weeks of casual study, picking the tracks that map to their role rather than running every item end to end.
No. Track 01 starts from importing data and building basic workflows. Analysts already comfortable with Alteryx typically jump in at Data Manipulation or Practical Applications; advanced users go straight to Macros, Web Scraping or the Predictive Analytics track.
Yes, end to end. Track 04 covers regression analysis, time series, classification, clustering and market basket analysis, with a workplace project on improving courier delivery times. All without writing code.
Yes. Kubicle credentials are independently accredited by CPD, CPE and NASBA. Every course and project awards CPE/CPD credits that learners can apply toward continuing professional development. Certificates are shareable on LinkedIn the moment they're issued.
Yes. Kubicle offers off‑the‑shelf integrations with leading LMS providers and the engineering team will build a custom integration for any other system you run. SSO is supported across the board, and a Reporting API exposes engagement and completion data to your dashboards.
Kubicle is ISO 27001 certified, GDPR‑compliant, and undergoes regular third‑party penetration testing. Granular roles, SSO and audit logging are built in.
Of course. Send an enquiry and a learning advisor will scope the rollout, recommend the right starting point for your team, and put together a pilot proposal with a tailored quote.
Send a short enquiry and a learning advisor will come back within one business day with a tailored recommendation: a curriculum mapped to your team's roles, a sample pathway through Alteryx (and any related subjects), and a quote you can take to budget. Built for teams of 5 to 100, deployable in days.
