Use Case
Management reporting helps leaders see what’s driving the business, including key performance indicators (KPI) like profit and loss by class, department, job or team. In some organizations the reports are required because they offer executives insight into the far corners of the business and help them make strategic decisions.
Efficiency Gains
Implement a fully integrated process for corporate financial data models in a code-free, fast and agile way
Top-Line Growth
Greatly reduce the amount of time you spend collecting and preparing data for execs
Risk Reduction
Accelerate the decision-making process for upper management
Business Problem
Unless they receive high-level reports updated regularly, execs can miss insights for growing the business or preventing costly mistakes. But it’s not always easy to consolidate and harmonize data from different business segments and locations. Moreover, business leaders should be able to see how KPIs are calculated so they can understand the associated risks and make informed decisions.
Alteryx Solution
Alteryx provides an automated, fully integrated process for connecting to data sources, preparing and transforming data, then presenting final output in Tableau. The result is more accurate reports, updated regularly and delivered automatically to executives.
With Alteryx, you can:
- Prepare data in a fraction of the time it takes with spreadsheets
- Create workflow on Alteryx Designer and publish it to Alteryx Server/Gallery, then schedule it to run regularly
- Use Alteryx reporting tools to control and ensure processes are running smoothly, even on data sets of tens of millions of rows
Finance Starter Kit Workflow Example: KPI YTD
1 – Prep and Blend
Access account lists, monthly transactions, and working files from departments
2 – Data Connection
Automate data cleansing and formatting, as well as adding columns to enrich the data
3 – Advanced Analytics
Export exceptions and automatically calculate Year to Date and Year over Year, then export that to power robust dashboards
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