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Fairview Inc. - Alteryx ETL & Tableau Audit Analytics

Two-part Analytics Mindset case for Fairview Inc. Part 1: built a three-part Alteryx ETL workflow cleaning and unioning transaction data across Indianapolis, Kansas City, and St. Louis source files into a single reconciled accounting dataset. Part 2: shifted into Tableau to design audit visualizations for the Fairview travel expense dataset, identifying anomaly patterns and supporting management's review.

ACCT 371 - Introduction to Accounting Systems · Spring 2026 · USC Leventhal

Part 1 - Case Instructions & Prompt

Fairview Inc. - Case Instructions

Full case scenario & audit context

Project Part 1 - Spring 2026 Brief

Professor's deliverables & grading prompt

Part 1 - Source Data Inputs

Project Part 1 - Master Data Workbook

8 sheets: CustomerData, EmployeeData, Indianapolis, KansasCity, Louisville, Nashville, StLouis, Trips

Fairview Inc. - Indianapolis Raw Feed

Part 3 source file - Analytics Mindset case data

Fairview Inc. - Kansas City Raw Feed

Part 3 source file - Analytics Mindset case data

Fairview Inc. - St. Louis Raw Feed

Part 3 source file - Analytics Mindset case data

Part 1 - Written Submission

Project Part 1 - Submission

Written deliverable with workflow screenshots & Excel outputs

Part 1 - Alteryx Workflows

Part 1 - Alteryx Workflow

ETL pipeline for source data ingestion & cleansing

Part 2 - Alteryx Workflow

Union & transformation of Indianapolis / Kansas City / St. Louis feeds

Part 3 - Alteryx Workflow

Final reconciliation & output for accounting system load

Part 1 - Solution Output Spreadsheets

Solution Part 1 - Cleaned Source Data

Output of Part 1 ETL workflow

Solution Part 2 - Unioned Dataset

Combined multi-city transaction dataset

Solution Part 3 - Reconciled Output

Final output ready for accounting system ingestion

Part 2 - Case Instructions & Prompt

Fairview Inc. - Part 2 Instructions

Tableau audit visualization assignment - travel expense scope

Part 2 - Source Data

Fairview Inc. - Travel Expense Audit Dataset

Analytics Mindset case data feeding the Tableau audit visualizations

Part 2 - Tableau Submission

Project Pt. 2 - Written Report (Submission)

Memo accompanying the Tableau visualizations - findings, anomalies, audit recommendations

Project Pt. 2 - Tableau Worksheet (Submission)

Tableau workbook with audit visualizations for the travel expense dataset

Let's Connect

USC Marshall & Leventhal '26 graduate · Searching for entry-level AI Finance, Financial Analyst, and Investment Analyst roles.

soobranden@gmail.com linkedin.com/in/brandensoo San Francisco Bay Area, CA