Empowering Analysts with Self-Service Data Blending

transcript

Empowering Analysts with

Self-Service Data Blending

In today’s session…

1. The Growing Importance

of Data Blending

2. Data Blending:

Options for the Data Analyst

3. Alteryx Demo/Workshop

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

Customer Success

Customers across the world

Strong Foundation

Renewal rate with funds

to support innovation

Corporate Info.

Leader in

Data Blending and

Advanced Analytics

The Growing Importance of

Data Blending

Bob Laurent

Senior Director, Product Marketing

Alteryx

What is Data Blending?

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

Data Blending:

Options for the Data Analyst

Bob Laurent

Senior Director, Product Marketing

Alteryx

Option #1: Data Scientists

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

Option #3: Spreadsheets

Data Blending with Excel

Syntax for VLOOKUP function in Excel

Analysts Live in the Gap Between Excel and Legacy Analytics

Option #4: Platform for Data Blending

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

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

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

Outputting Data

Visualization tools

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

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

Alteryx Demo/Workshop

Scott Gurney

Solutions Engineer

Alteryx

Download workflow from bit.ly/AlteryxNAS

Empowering Analysts with Self-Service Data Blending

Data & Analytics