Alteryx for Financial Services
2hIntermediate2023-04-11
Authors
Kishan Iyer
Content Engineer, DevOps Expert, and Google Cloud Platform Power User
Course details
In this course, Kishan Iyer explains the benefits of using the no-code/low-code Alteryx software in the financial services field, employing it as a single unified platform for both data processing and analysis. After a brief intro covering the pros and cons of Alteryx versus a traditional data analysis workflow, Kishan dives into an exploration of the Alteryx interface and features. He then takes you through a sample Alteryx workflow, showing you how to load data, generate a data summary, set categorical values, and employ the different tools available. Finally, Kishan shows you how to work with the data, cluster customers, and build a classification workflow.
Skills covered
AlteryxCorporate FinanceBusiness AnalyticsFinance and AccountingAdvancedData AnalysisData ScienceBusiness Analysis and StrategyBusiness Software and Tools
Concepts
0. Introduction
- 01 - Alteryx overview
1. Getting Started with Alteryx
- 02 - Data analysis with Alteryx
- 03 - Working with Alteryx
- 04 - Installing Alteryx Designer desktop
- 05 - Exploring a sample workflow
2. Working with a Sample Alteryx Workflow
- 06 - Loading data into a workflow
- 07 - Generating a summary of the data
- 08 - Configuring the Select tool
- 09 - Using the Formula tool
- 10 - Setting categorical values
- 11 - Generating samples
- 12 - Training a logistic regression model
- 13 - Building decision tree and forest models
- 14 - Configuring a boosted model
- 15 - Validating models
3. Building a Workflow to Prepare Data
- 16 - Examining bank customer data
- 17 - Filtering rows in a dataset
- 18 - Setting up one-hot encoding
- 19 - Saving down a transformed dataset
4. Clustering Customers
- 20 - Identifying the ideal number of clusters
- 21 - Assigning instances to clusters
5. Building a Classification Workflow
- 22 - Loading and analyzing the dataset
- 23 - Preparing the data for classification
- 24 - Building classifiers to predict defaults
Conclusion
- 25 - Summary and next steps