A Case Study in Managing the Analytics “Iceberg”: Data Cleaning and Management using Alteryx

This case introduces accounting students to data management using a “no code” approach. Many tools can be used for extract, transform, load (ETL) processes. Herein, we introduce ETL using Alteryx Designer, a market-leading tool for managing and manipulating data. In the case, students learn basic data cleaning and joining skills, explore key data management concepts including workflows and metadata, and learn how to create and document workflows in Alteryx. Undergraduate or graduate accounting students with basic database knowledge (e.g., in an introduction to accounting systems class) and data processing will benefit from the case. Evidence from use suggests that the case is relevant, challenging, and useful for the goal of teaching introductory and intermediate-level ETL skills, using Alteryx. The case is easy to implement and an important resource for teaching data management and Alteryx Designer.