Watch this simple data reconciliation workflow tutorial using Alteryx Designer.

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Reconcile data like a pro & create Excel reports your business will love! 🌟

Are you drowning in mismatched client records across multiple systems? Tired of sifting through data to find those elusive matches? Say hello to seamless data reconciliation and goodbye to headaches with Alteryx Designer! Our video tutorial walks you through the magic of Alteryx Designer, showing you how to effortlessly join records from two different systems, reconcile differing attributes, and generate a business-ready Excel report that you can use to make better decisions.

Watch this if you’re struggling with mismatched client records across different systems and are tired of manual reconciliation processes that waste your time!

In this video, Ben a data consultant at Continuum will show you how to use Alteryx Designer to:

- Seamlessly join client records based on key fields.
- Utilise the power of fuzzy matching to identify non-identical duplicates.
- Conduct attribute checks to spot differences between systems and data sets.
- Generate a comprehensive Excel report with conditional formatting.

Why should I use Alteryx Designer for data reconciliation?

- Simple design interface that takes just 1.8 seconds for the entire process!
- Built-in validation tests for unmatched records.
- Flexibility to query live data and schedule reports on a set frequency.

Timestamps:

0:00 What you’ll learn
0:37 Joining data records
1:40 Fuzzy match tool in Alteryx Designer
3:40 Attribute check in Alteryx Designer
4:51 Formatting an Excel report in Alteryx Designer

Continuum provides expert training in Alteryx, so you can make data-backed decisions.

Alteryx is a beginner-friendly, no-code platform that automates data workflow. If you use Excel you're overqualified.

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