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ALTERYX + TABLEAU
Mark Thompson
Director of Data Services
The General
Powering monthly rolling forecasting
Scott Truesdale
Asst. Accounting Manager
The General
1. Intro:
1. Purpose
2. Presenters, The General, Alteryx
3. Harmony Between Alteryx + Tableau
4. History
5. The 3 E’s – Excellence, Efficiency, Enablement
2. The Business Case
1. Legacy Forecast Planning
2. The Business Problem
3. The Solution
3. Summary
1. Nuggets
2. A Technical Key
4. Questions
AGENDA
WHY ARE WE HERE?
SEARCH FOR THE FABLED
PURPLE-WINGED PEGASUS
Director of Data Services
• Masters in International Business: Finance & IT
• Liaison between functional areas
• Finance: IT guy sitting in Operations
• Data guy: spin it from data to information
• Spreadsheet super-user turned Alteryx & Tableau super-fan
M A R K
T H O M P S O N
Assistant Accounting Manager
• Bachelor’s of Science in Accountancy, Clemson
University
• Master’s candidate at Texas A&M Commerce
• Process workflow analyst
• Systems integrations liaison
S C O T T
T R U E S D A L E
1. Selling insurance for 50+ years
2. 1,400 employees
3. American Family Insurance affiliate
4. Writing in 47 states & DC
5. Over 250% growth since 2013
10
H I D D E N
D AT A
M U LT I P L E
I N P U T S
Analyst time spentsearching for data
Models have five or more different data sources
37%
W A S T E D
E F F O R T S
Data science models are only partially deployed
87%60%+
M O D E L I N G
I N E F F I C I E N C I E S
Per year on repetitive manual spreadsheet work
$60B
IDC, The State of Data Discovery and Cataloging HBR, Data Blending: A Powerful Method for Faster, Easier Decisions IDC, The State of Self-Service Data Preparation and Analysis Using SpreadsheetsRexer Analytics Data Science Survey, 2017
DATA CHAOS & ANALYTICS
D I S C O V E R +
C O L L A B O R A T E
P R E P +
A N A L Y Z E / M O D E L
S H A R E +
S C A L E / G O V E R N
D E P L O Y +
M A N A G E
D A T A S C I E N C E & A N A L Y T I C S C U L T U R E
C O M M U N I T Y
MODERN END-TO-END
ANALYTICS PLATFORM
THEALTERYXDIFFERENCE
REPEATABLE
WORKFLOWS
Automate time-consuming, manual data tasks into real-time, repeatable analytic workflows.
CODE-FRIENDLY
+CODE-FREE
Intuitive drag and drop user interface for both code-free modeling as well as code-friendly advanced analytics.
THEALTERYXDIFFERENCE
FLEXIBLE &
DIVERSE
Start with what you need and expand over time. We support vast data inputs and outputs for your business needs.
THEALTERYXDIFFERENCE
ANALYTICS
DEPLOYED
We cover the complete, end-to-end analytics process - model development to deployment
THEALTERYXDIFFERENCE
EASE OF USE –
OUR TRUE NORTH
Ease-of-use translates into unmatched time-to-insight for the citizen data scientist -minutes not weeks.
THEALTERYXDIFFERENCE
SCALE +
GOVERNANCE
Deliver security, collaboration and governance as you scale analytics for the enterprise.
THEALTERYXDIFFERENCE
BLIND DATE
LEGACY WORLD
DATA EXCEL
ALTERYX
THE FIT
TABLEAU
VISUALIZATION
ALTERYX
• Improved query accuracy & quality
• Improved transparency
• Improved understanding
• Standardized tools
• Standardized process, practices and format
• Standardized connection strings
EXCELLENCE
• Speed of development
• Speed of execution
• Report automation – KPI hours saved
• Touch free, end-to-end
• Data to consumption
• Automation, team doesn’t work weekends/holidays
• Speed of information to consumer; ready when they are
• Reporting that wasn’t possible before
EFFICIENCY
• Organizational education
• Empower self-serve, end-user analysis
• Robust analytics for the analysts
• Server applications for the business
user non-analysts
ENABLEMENT
Prior Case
THE BUSINESS CASE
Legacy planning:
4 channels
Legacy planning:
spaghetti spreadsheets
Legacy planning:
the dreaded arrival of
annual planning
Legacy planning:
manual effort
The Problems We Wanted to Solve
THE BUSINESS CASE
Huge, annual, uphill effort to
get started, followed by hanging
on for the ride
Ownership could
be less than
obvious
Simplification needed
Capture product
manager input
Maximize transparency
Capture data from the source
Hurry up,
and…wait
Solution: Alteryx + Tableau
THE BUSINESS CASE
Forecast team:
visionary, technical, and empowered
THE TEAM! THE TEAM! THE TEAM!
I do not code.
I Alteryx.
Alteryx: runs with data from
over 2 dozen sources and counting
Alteryx: fires data to create
408 Excel tabs across 51 files
Familiar tool for Product Manager input
California Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast Forecast
Section 1: Initial Calculations Jan-17 Feb-17 Mar-17 Apr-17 May-17 Jun-17 Jul-17 Aug-17 Sep-17 Oct-17 Nov-17 Dec-17 2017 Jan-18 Feb-18 Mar-18 Apr-18 May-18 Jun-18 Jul-18 Aug-18 Sep-18 Oct-18 Nov-18 Dec-18 2018 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 2019 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 2020 Jan-21 Feb-21 Mar-21 Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 2021 Jan-22 Feb-22 Mar-22 Apr-22 May-22 Jun-22 Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 2022 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 2023
National Cable Impressions
Served Population Percent
Non-Served Population Percent
Total Population Percent
Percent of the State Served
Total Impressions
Forecasted Change in Resonation
Impressions per Quote
Total Quotes
Close Rate
New Business Count
Renewal Opportunities Total
Renewal Business Count Total
New Business Cancels Term6 Total
New Business Cancels Term12 Total
Renewal Cancels Term6 Total
Renewal Cancels Term12 Total
Cancel Count Seasonality
Endorsement Count Seasonality
Renewal Business Count
Cancel Count (net of reins)
Endorsement Count
Average New Business Premiums
Average Renewal Premiums
Average Cancellation Premiums
Average Endorsement Premiums
Policies Inforce (PIF)
New Business Premiums
Renewal Premiums
Cancellation Premiums
Endorsement Premiums
Direct Written Premium
Section 2: Adjustments
Served Population Percent
Spot Impressions
Radio Impressions
Impressions per Quote
Close Rate
Renewal Business Count
Cancel Count (net of reins)
Endorsement Count
Average New Business Premiums
Section 3: Adjusted Calculations
National Cable Impressions
Served Population Percent
Non-Served Population Percent
Total Population Percent
Percent of the State Served
Total Impressions
Forecasted Change in Resonation
Impressions per Quote
Total Quotes
Close Rate Monthly Seasonality Weighting
Close Rate
New Business Count
Renewal Opportunities Total
Renewal Business Count Total
New Business Cancels Term6 Total
New Business Cancels Term12 Total
Renewal Cancels Term6 Total
Renewal Cancels Term12 Total
Renewal Business Count
Cancel Count (net of reins)
Endorsement Count
Average New Business Premiums
Average Renewal Premiums
Average Cancellation Premiums
Average Endorsement Premiums
Policies Inforce (PIF)
New Business Premiums
Renewal Premiums
Cancellation Premiums
Endorsement Premiums
Direct Written Premium
Direct Written Premium Change
Policies Inforce (PIF) Change
National Assumptions
PM Input
AdjustedResults
Alteryx: captures 1,122 Excel
named ranges from 51 files
Alteryx at Hyper speed:
1.5 million records!
Data Sources
Alteryx:
Captures data
> 24 sources
Alteryx PublishesData and creates
8 Tabs on 51 Spreadsheets
= 408 Tabs
Excel:
PM’s input State
by Channel detail
Alteryx:
Captures Updated
Data from
1122 Named Ranges
Alteryx:
Publishes 1.5M Records
to Tableau Hyper
File each month!
NEXT STEPS
Please complete the session
survey from the Session Details
screen in your TC18 app
1. Use the right tool
2. Elevator –Venn where things fit
3. Alteryx –Unlimited data sources
4. Tableau –HYPER files
5. Seamlessly creates a work of art
6. Alteryx –Download the Tableau Template
ALT E RYX
Tableau Server Tool configuration
ALTERYX.COM/TCKIT
ALTERYX Tableau Server Tool configuration
Please complete the
session survey from the
Session Details screen
in your TC18 app