Putting your Alteryx knowledge to the test

Case Study: Analyzing Sales Data in Alteryx

Kim Hands

Alteryx Expert and Principal Consultant, AnalyticHands

You are nearing the summit

Key concepts reviewed:

  • data importing and blending
  • analytics and aggregation techniques
  • data parsing and cleansing
  • workflow documentation

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Case Study: Analyzing Sales Data in Alteryx

You are nearing the summit

Course Pre-requisites:

  • Introduction to Alteryx
  • Data Preparation in Alteryx
  • Data Transformation in Alteryx
  • Data Manipulation in Alteryx

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Case Study: Analyzing Sales Data in Alteryx

What is a case study?

  • Apply your skills
  • Solve a real-world problem
  • No new concepts

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Case Study: Analyzing Sales Data in Alteryx

Why an Alteryx case study?

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Case Study: Analyzing Sales Data in Alteryx

Introducing DC Industries

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Case Study: Analyzing Sales Data in Alteryx

Case study: DC Industries

Questions to be answered:

  • What were the top 25 most profitable orders?
  • What day of the week is most profitable?
  • How do the profits vary by category and region?
  • What sub-categories contributed to the most profit in each category?

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Case Study: Analyzing Sales Data in Alteryx

The data

Two customer files containing orders by customer:

  • Customer Orders-West.xlsx
  • Customer Orders-East.xlsx

One file listing the company regions by state:

  • Regions.csv

One file of order details:

  • Order details.xlsx

A diagram of the data files and how they are linked.

Case Study: Analyzing Sales Data in Alteryx

One last thing...

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Case Study: Analyzing Sales Data in Alteryx

Let's get started!

Case Study: Analyzing Sales Data in Alteryx

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