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 AnalyticsAdvancedFinance and AccountingData AnalysisData ScienceBusiness Analysis and StrategyBusiness Software and Tools
Concepts
Introduction
- Alteryx overview
Getting Started with Alteryx
- Data analysis with Alteryx
- Working with Alteryx
- Installing Alteryx Designer desktop
- Exploring a sample workflow
Working with a Sample Alteryx Workflow
- Loading data into a workflow
- Generating a summary of the data
- Configuring the Select tool
- Using the Formula tool
- Setting categorical values
- Generating samples
- Training a logistic regression model
- Building decision tree and forest models
- Configuring a boosted model
- Validating models
Building a Workflow to Prepare Data
- Examining bank customer data
- Filtering rows in a dataset
- Setting up one-hot encoding
- Saving down a transformed dataset
Clustering Customers
- Identifying the ideal number of clusters
- Assigning instances to clusters
Building a Classification Workflow
- Loading and analyzing the dataset
- Preparing the data for classification
- Building classifiers to predict defaults
Conclusion
- Summary and next steps