Empowering Analysts with Self-Service Data Blending

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© 2015 Alteryx, Inc. Empowering Analysts with Self-Service Data Blending

Transcript of Empowering Analysts with Self-Service Data Blending

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© 2015 Alteryx, Inc.

Empowering Analysts with

Self-Service Data Blending

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© 2015 Alteryx, Inc.© 2015 Alteryx, Inc.

In today’s session…

1. The Growing Importance

of Data Blending

2. Data Blending:

Options for the Data Analyst

3. Alteryx Demo/Workshop

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© 2015 Alteryx, Inc.

Alteryx Trial Download Instructions

1. Download the 14-day trial from http://www.alteryx.com/download

Select 32- or 64-bit version appropriate for your laptop

2. Download the Predictive Analytics installer from

http://downloads.alteryx.com/predictive.html

Select “R Install Non-Admin” from the Predictive Analytics download page

3. If you are using Qlik, download the Visual Analytics Kit for Qlik from

http://pages.alteryx.com/VisualAnalyticsKitforQlik_Reg-LP.html

4. If you are using Tableau, download the Visual Analytics Kit for Tableau from

http://pages.alteryx.com/VisualAnalyticsKitforTableau_Reg-LP.html

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Customer Success

Customers across the world

1000+

Strong Foundation

Renewal rate with funds

to support innovation

95%+

Corporate Info.

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Leader in

Data Blending and

Advanced Analytics

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The Growing Importance of

Data Blending

Bob Laurent

Senior Director, Product Marketing

Alteryx

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What is Data Blending?

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with combining the data they need with how long it takesto get the results they need

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Data Blending:

Options for the Data Analyst

Bob Laurent

Senior Director, Product Marketing

Alteryx

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Option #1: Data Scientists

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Option #2: SAS, Python Scripts, and other Coding

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Option #3: Spreadsheets

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Data Blending with Excel

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Syntax for VLOOKUP function in Excel

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Analysts Live in the Gap Between Excel and Legacy Analytics

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Option #4: Platform for Data Blending

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Accessing Data

The Data that Analysts Need:

• Traditional spreadsheets and DB

• Internal data warehouses

• Legacy SAS & SPSS data

• Cloud-based Sales & Marketing data

• Social media

• Webpage content

• Homegrown applications

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Preparing & Cleansing Data

Drag and drop icons to:

• Filter records

• Eliminate unnecessary fields

• Cleanse incorrect data

• Create new fields with formulas

• Summarize and aggregate data

• Add spatial information

• Add demographic and firmographic data

• And much more

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Joining Data

More icons to:

• Combine data sources on common fields

• Incorporate Fuzzy Matching for non-exact

matching of customer names or addresses

(e.g. John, Jon, Johnny, or Jonathan)

• Join data on spatial characteristics

(e.g. customer points, trade areas, find nearest)

• Identify data that didn’t match

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Outputting Data

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Visualization tools

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Why Icons and Workflows?

• Retracing steps in Excel is cumbersome

• Colleagues cannot pick up spreadsheet and see how data was manipulated

• Not clear where data is input vs. calculated vs. blended together

• Documenting steps is needed to repeat the process when data changes

• Intuitive workflows lead to deeper insights – faster

• Each step is the data blending process has an icon

• Connections between icons show how the data moves

• Icons allow methodology to be transferred between analysts

• Workflows allow data blending to be automated and scheduled,

repeated whenever data changes

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What Technology Approach Works Best?

• Spreadsheet-based

• Familiar and free

• Can instantly see the data

• Optimized for one data source

• Best for one-off data preparation

• Workflow-based

• Easy to use, intuitive UI

• Shows how data progresses through a process

• Optimized for multiple data sources

• Best for repeated data preparation & blending

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Alteryx Demo/Workshop

Scott Gurney

Solutions Engineer

Alteryx

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Download workflow from bit.ly/AlteryxNAS

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