Alteryx for Excel Users: Core Programming & Workflow Fundamentals | 90 Minutes – Online Course
This online course helps Excel users build data analysis and automation skills using Alteryx. It explains core programming and workflow concepts in a clear and practical way. As a result, participants move beyond manual spreadsheets and create repeatable, scalable workflows.
First, participants learn how Alteryx organises logic, prepares data, and automates routine tasks often handled in Excel. Next, the course covers workflow design, basic logic, data preparation, and error reduction. Importantly, the course requires no prior programming experience.
Through guided demonstrations and real-world examples, learners see how to convert everyday Excel tasks into efficient Alteryx workflows. In addition, the course emphasises accuracy, auditability, and efficiency. Therefore, it suits professionals in finance, accounting, audit, risk, and business analytics.
Finally, the course is delivered fully online, allowing flexible learning alongside work commitments. Upon completion, participants earn 2 CPE credits and gain a strong foundation for further Alteryx development and advanced analytics.
Key Learning Features
By completing this course, you will:
- Match data types from Excel to data types in Alteryx
- Define a variable in Alteryx and understand the parallel to a cell in Excel
- Reference values in existing variables inside functions in Alteryx and understand the parallel in Excel
- Use conditional statements in Alteryx
- Write functions/ formulas in Alteryx
- Use iterative macros (for loops) in Alteryx and understand the parallel to copying formulas over cell ranges in Excel
For More Information
Courses accessed through the Shasat platform are supported by dedicated customer service, including assistance for corporate and group enrolments, to ensure a smooth and effective learning experience. For further information about this course or to discuss enrolment options, please contact our customer service team. We are happy to answer your questions and support your professional development journey.
Instructor Bio
The course instructor will be one of our highly experienced faculty members.
Our Faculty: Expertise That Drives Success
Shasat works with a global faculty of over 30 highly experienced practitioners, each recognised for their expertise and hands-on implementation experience across finance, data, technology, and transformation programmes worldwide.
This course is delivered by one of Shasat’s senior data analytics and automation specialists, with extensive experience in Excel-based analysis, Alteryx workflow design, and enterprise data transformation. The instructor has worked closely with finance, accounting, audit, and business teams to help organisations transition from manual spreadsheet processes to scalable, automated analytics solutions.
The instructor brings strong real-world insight into translating common Excel use cases into efficient Alteryx workflows, applying core programming logic, and designing repeatable, auditable data processes. Their experience spans data preparation, workflow optimisation, control enhancement, and analytics automation in professional and corporate environments.
Shasat faculty combine practical industry experience with structured instructional design, ensuring sessions are clear, interactive, and outcomes-focused. Participants benefit from applied demonstrations, practical frameworks, and case-based examples that can be implemented immediately to improve efficiency, accuracy, and analytical capability.
Our Partners
Our Partners in Learning
Course Description
- Core Programming Concepts: Fundamental programming concepts commonly used in Excel and Alteryx
- Data Types in Excel and Alteryx: Understanding how Excel and Alteryx handle numeric, text, and logical data
- Variables and Data Handling: Reading, writing, and managing variables when transitioning from Excel to Alteryx
- Functions and Formulas: Applying Excel-style formulas and functions within Alteryx workflows
- Loops and Iterative Logic: Understanding loop-based logic and repetition in Excel and Alteryx
- Conditional Logic: Using conditional statements to control workflow logic in Excel and Alteryx
This course agenda and related content are proprietary to Shasat. Unauthorised copying, reproduction, distribution, or use of this material, in whole or in part, is strictly prohibited without prior written consent.
© Shasat 2026. All rights reserved.
Why you must attend?
In a fast-changing professional environment, continuous learning is essential to stay current with evolving standards, technologies, and regulatory expectations. Short, focused CPE and CPD courses allow professionals to build relevant skills efficiently while maintaining technical competence and professional compliance.
Shasat’s online courses are designed to deliver practical, job-relevant learning in a concise format. Each course focuses on real-world application, enabling participants to gain usable knowledge that can be applied immediately in professional settings. The emphasis is on clarity, relevance, and efficiency.
Delivered fully online, Shasat courses support flexible learning alongside work commitments. Content is structured, practical, and outcomes-driven, making it suitable for professionals who want targeted learning without long programme commitments.
Whether you are maintaining professional requirements, updating technical knowledge, or building capability in emerging areas, this course provides a focused learning experience that supports continuous professional development and long-term career growth.
Teaching methodology
- Expert Faculty: Courses are led by experienced industry practitioners with real-world implementation experience.
- Practical Focus: Learning is grounded in real-world examples and professional use cases.
- Structured Learning: Clear, well-organised content designed for short, focused study.
- Applied Resources: Practical tools and reference materials to support immediate application.
- Flexible Delivery: Online format designed to fit around busy professional schedules.
- Interactive Learning: Engaging content that reinforces understanding and practical use.
- Professional Recognition: Earn CPE/CPD credits and a certificate of completion.
Who Should Attend?
These short online courses are designed for professionals who want to stay current, build targeted skills, and meet ongoing CPE or CPD requirements, including:
- Accounting and finance professionals
- Auditors and tax practitioners
- Finance managers, controllers, and CFOs
- Risk, compliance, and governance professionals
- Business leaders and decision-makers
- Consultants and advisory professionals
- Professionals exploring emerging areas such as AI, data, or digital finance
Whether you are refreshing core knowledge, developing new capabilities, or responding to changing professional demands, these courses provide flexible, focused learning at every career stage.
Feedback
Participant feedback is an important part of Shasat’s learning approach. After completing each course, learners are invited to share feedback through a short evaluation. This feedback helps us continuously improve course content, delivery, and relevance, ensuring a high-quality learning experience across our short online programmes.
Venue & other info
Our training programs take place at the most prestigious professional training facilities in the city. Our venues have been meticulously chosen and expertly crafted to deliver an unparalleled and sophisticated learning experience. To further elevate your training journey, we will offer an array of refreshments including gourmet tea/coffee, delectable snacks, and a sumptuous lunch to sustain you throughout the course. Your comfort and satisfaction are of the utmost importance to us. One week before the program begins, you will receive comprehensive joining instructions that include the exact venue details.
Please note that accommodation arrangements are the responsibility of the attendee.
Workshop Delivery (Online Programs)
The workshop will be delivered via the online platform. Upon registration, all participants will receive comprehensive joining instructions for the training program. This fully virtual event will encompass expert instruction, quality content, personalized learning experience, review questions, and post-event consultation to address specific concerns and support your continued growth.
In-Person Workshop
Please be advised that for all in-person training programs, joining instructions will be sent via email to registered participants one week prior to the program’s commencement. These instructions will provide comprehensive information regarding the venue location, date, and time, as well as other important details such as parking arrangements, dress code, and any necessary equipment or materials. Kindly ensure that you carefully review the joining instructions and follow the guidelines provided to ensure a smooth and well-organized experience during the program.
Changes to the conference
Shasat reserves the right, at its sole discretion, to make modifications to the format, speakers, participants, content, venue location, program, or any other aspect of the conference, at any time and for any reason, without incurring any liability. This policy has been implemented due to recent events such as the Covid-19 pandemic and other jurisdictional restrictions. These modifications may include but are not limited to, changes necessitated by a Force Majeure Event.
We are pleased to offer sponsorship opportunities for our training programs, providing companies with a unique platform to showcase their brand and services to a highly engaged and relevant audience. By becoming a sponsor, your organization will have the opportunity to build brand awareness, demonstrate thought leadership, and cultivate valuable relationships with industry professionals. Our programs offer a platform to reach a targeted audience and generate new business leads while showcasing your expertise. The benefits of sponsorship include increased brand exposure, opportunities to connect with key decision-makers, and a platform to promote your products and services. We invite you to take advantage of this prime opportunity and partner with us to enhance your visibility and impact within the industry.
We kindly request that you carefully review all of the terms and conditions outlined on our website. This information is critical in ensuring a clear understanding of our policies and procedures. Please follow the link provided to access this information.
Discover more about Shasat by exploring our “About Us” page, where you can gain insights into our company’s mission, values, and history, and learn how we can help you achieve your goals.
Payment
Enroll in our program with ease by choosing from our secure online payment options. You can make a payment through our website using PayPal or Stripe, or opt for a bank transfer, demand draft, or cheque payment. Our payment page will provide all necessary options during checkout. If you encounter any issues, our customer service team is here to assist you. Simply reach out to us with your selected course, and we’ll guide you through the payment process.
We kindly request that you take into consideration any associated bank fees when making your course fee payment. To ensure your participation in the program, payment must be received before the course date. Once we have received both payment and a completed registration form, we will confirm your enrollment in the program. Thank you for your understanding and cooperation.
Group discount
Our company is proud to offer a group discount of 15% for organizations or individuals who book a course for 5 or more participants. To take advantage of this offer and receive a personalized group discount code, please reach out to our customer service desk at info@shasat.com. Our team will be delighted to assist you with the booking process and answer any questions you may have. With this group discount, you can invest in the professional development of your team and drive success for your organization. Don’t hesitate to contact us today to learn more.
Upon successful completion of the training course, each participant will receive a certificate of completion that attests to the number of hours spent in training and serves as a valuable representation of their dedication to professional development. The certificate is not only a symbol of their achievement but also serves as proof of continuous professional development (CPD) / CPE and demonstrates their commitment to staying current in their field. We believe that CPE/ CPD is a crucial aspect of career advancement and personal growth, and are proud to provide our participants with this important document.
For further assistance, we invite you to contact our dedicated customer service team. Our experienced and knowledgeable representatives are available to answer any questions you may have and provide the support you need to make informed decisions. We are committed to ensuring that you have a positive experience and are here to help in any way we can. Please don’t hesitate to reach out to us at your convenience.
In-House Training
Enhance your team’s skills and drive success for your business with our custom In-house training program. Our tailored approach aligns with your specific business needs, offering a cost and time-efficient solution for upskilling your employees. This not only improves their productivity but also positions your company as a competitive force in the market. Transform your investment in employee development into tangible results by choosing our In-house training option. To discuss and learn more about our services, please don’t hesitate to contact our training desk. We’re ready to help you create a bespoke program that’s just right for you.
