Using AI and automation without the hype.
The Alteryx Dynamic Input tool replaces dozens of manual file imports with a single reusable workflow. This guide covers the full configuration, how to combine multiple files and sheets in one pass, and the failure modes most likely to catch you out.
Agentic AI does not just answer questions, it takes action across multi-step workflows. For banking, that shift raises governance and accountability questions that no amount of better AI will resolve on its own.
Agentic AI can already pull overnight positions, attribute LCR movements, and draft regulatory commentary without human input at each step. Here is what that means for treasury, risk, and ALM teams by 2027 and the skills worth building now.
The wildcard import method in Alteryx Designer lets one Input Data tool pull every matching Excel sheet into a single dataset automatically. This guide covers the configuration, the schema pitfalls most tutorials skip, and when to use a batch macro instead.
Learn how to call a REST API from Python and how to build a minimal one, with authentication, parsing, and a worked LCR example for treasury and reporting teams. If your team moves data by hand, this is the most direct way to remove that step.
Standard RAG fails silently on chained retrieval and corpus wide synthesis questions. GraphRAG solves both by building a knowledge graph and a community summary layer, but the indexing cost is substantial and not every problem justifies it.
One Input Data tool in Alteryx can read every tab in an Excel workbook in a single pass and stack them into one consolidated output with full source traceability. This post shows the exact configuration steps and the pitfalls that catch finance analysts out.
Tableau still leads on governed, interactive dashboards in banking and finance, but Power BI, Python, and AI tools are closing the gap fast. Here is a clear framework for deciding whether the licence still earns its place before your next renewal.
The Alteryx Input Data tool is the starting point for every workflow and a misconfigured input causes problems that are hard to trace. This guide covers how to load Excel and CSV files correctly, what to check in the preview pane, and how to prepare your source files before you click run.
