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Business Use case

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Quick Data Overview

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Alteryx overview

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Requirements

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Cash Outflow Data

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Cash Inflow Data

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Department Data

What’s the Business use case?

To process and clean data pertaining to Cash inflow,Cash outflow and Deparment which will be used to develop reports in Tableau.

who has interest in this information?

CODA Management

How should the information be presented to users?

By creating data cleaning workflows in alteryx and clean;

1. Customeruser Data
2. transaction Data
3. Payment_history Data
4. Department Data
5. Budget Data

why should this use case be of interest to users?

To meet the user requirements as outlined in subsequent slides.

Current Transaction columns

Required Transaction Columns

sender

sender

vendor_supplier

receiver

phone

phone

department

department

category

category

subcategory

subcategory

Type

Type

method

method

amount

amount

Activity date

date

receipt_link

time

qty

qty

amount

amount

Discription

Description

payment_method

payment_method

I Want to…....

So I can….....

have the following columns as described below:Date,TimeSender, Receiver, Phone,Department, Category, SubCategory,Type, Method,Quantity, Amount, Total

I can have a clean dataset with the columns listed(Date,Time,Sender,Receiver,Phone,Department,Category,SubCategory,Type,Method.Quantity,Amount($),Total($))

More requirements requirement 576

Click to VIew

Current Customeruser columns

Required Customeruser Columns

password

first name

Last_login

last name

is_superuser

date joined

username

gender

is_staff

email

is_ative

city

id

state

First_name

country

Last_name

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Date_joined

​

email

​

Gender

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​

​

​

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I Want to…....

So I can….....

have the following columns as described below:first name,last name,date joined,gender,email,city, state,country

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I can have a clean dataset with the columns listed(date joined,gender,email,city,state,country

​

More requirements requirement 541

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Current Payment_historycolumns

Required Paymen_historyColumns

id

customer

Payment_fee

Phone

down_payment

Email

Fee_balance

Total Fee

plan

Plan

payment_method

Payment Method

contract_submitted

Contract Date

client_signature

Notification Date

company_rep

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client_date

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​

​

​

​

​

​

​

​

​

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I Want to…....

So I can….....

have the following columns as described below:(customer, Phone, Email, Total Fee, Plan, Payment_Method, Contract Date, Notification Date)

I can have a clean dataset with the columns listed(customer, Phone, Email, Total Fee, Plan, Payment_Method, Contract Date, Notification Date)

More requirements requirement 574

Click to VIew

Current Department columns

Required Department Columns

id

department_id

name

Department_name

Description

slug

slug

​

is_featured

​

is_active

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​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

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I Want to…....

So I can….....

have the following columns as described below:

(department_id, Department_name, slug)

I can have a clean dataset with the columns listed:(department_id, Department_name, slug)

More requirements requirement 576

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Current Budget columns

Required Budget Columns

sender

sender

vendor_supplier

receiver

phone

phone

department

department

category

category

subcategory

subcategory

Type

Type

method

method

amount

amount

Activity date

date

receipt_link

time

qty

qty

amount

amount

Discription

Description

payment_method

payment_method

I Want to…....

So I can….....

have the following columns as described below:Date,TimeSender, Receiver, Phone,Department, Category, SubCategory,Type, Method,Quantity, Amount, Total

I can have a clean dataset with the columns listed(Date,Time,Sender,Receiver,Phone,Department,Category,SubCategory,Type,Method.Quantity,Amount($),Total($))

More requirements requirement 576

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Story Summary

Test Scenario

have the following columns as described below:Date,TimeSender, Receiver, Phone,Department, Category, SubCategory,Type, Method,Quantity, Amount, Total

To validate that the Transaction data has the following columns Date,TimeSender, Receiver, Phone,Department, Category, SubCategory,Type, Method,Quantity, Amount, Total

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have the Activity date in the existing Transaction/raw data to be divided into Date and Time

To validate that the Activity date in existing Transaction/raw data is divided into date and Time

More Test scenarios here

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Test Description

Test Steps

have the following columns as described below:Date,TimeSender, Receiver, Phone,Department, Category, SubCategory,Type, Method,Quantity, Amount($), Total($)

1. Open the Transaction data workflow in alteryx

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2. Run the workflow

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3. Confirm the presence of the have the following columns as described below:Date,TimeSender, Receiver, Phone,Department, Category, SubCategory,Type, Method,Quantity, Amount($), Total($) columns