Alteryx for Financial Services

Get an overview of how to utilize the no-code/low-code Alteryx data analysis software in financial services.

Introduction

• Alteryx overview

1. Getting Started with Alteryx

• Data analysis with Alteryx
• Working with Alteryx
• Installing Alteryx Designer desktop
• Exploring a sample workflow

2. 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

3. 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

4. Clustering Customers

• Identifying the ideal number of clusters
• Assigning instances to clusters

5. Building a Classification Workflow

• Loading and analyzing the dataset
• Preparing the data for classification
• Building classifiers to predict defaults

Conclusion

• Summary and next steps