6 steps to richer visualizations using alteryx for microsoft power bi updated

6 Steps to Richer Visualizations Using Alteryx for Microsoft Power BI

Download the Starter Kit for Microsoft


Microsoft Power BI enables analysts to deliver incredible data-driven insights and visualizations to their organizations. As decision makers recognize the value of visual analytics produced in Microsoft Power BI, analysts must find ways of dealing with the increasing volumes and complexity of the data required to get to these insights and visualizations. For Microsoft Power BI users this is a critical and often time consuming process. A lot of time spent revolves around blending data from multiple sources to create an actionable analytic dataset. Hence, this forces analysts to spend many days dealing with:

• Wasted time waiting for others to get them the right data for their analysis

• Manual preparation and integration of different data sets

• A lack of advanced analytics that many decisions require

Alteryx provides the advanced data blending capabilities required to reduce the time and effort to create the perfect dataset for a Microsoft Power BI visualization. This cookbook shows you how you can quickly blend multiple sources of data in order to create richer visualizations in Microsoft Power BI.

Deliver Richer Visualizations With Quicker Data Blending for Microsoft Power BI Analysts need faster speed-to-insight

to keep up with the pace of business

Quicker data blending enables analysts to spend more time on

creating richer visualizations

Decision makers are turning to tools like Microsoft Power BI to

understand data quickly

http://www.alteryx.com/microsoftkit



Quicker Data Blending for Microsoft Power BI with Alteryx

Analysts need to bring together many sources of data in order to get a true view of a business problem. However, this process can sometimes take weeks to perform.

Like Microsoft Power BI, Alteryx is built with the analyst in mind, utilizing a drag-and-drop workflow that does not require coding or technical skills.

Users can take advantage of data in existing systems of record, for example, a data warehouse, but then blend it with data on their desktop, in cloud systems, or even from big data systems such as Hadoop. This allows them to quickly create the specific dataset they need in hours instead of weeks and render it directly to Microsoft Power BI.

Richer Visualizations in Hours Instead of Weeks

Data Blending Capabilities for Microsoft Power BI

• Access to structured, unstructured, and semi-structured data

• Data cleansing

• Data integration

• Data transformation

• Data enrichment




We created the Alteryx Starter Kit for Microsoft to help you get started. This kit provides you with key analytic workflow applications, visualizations and tutorial information to help you learn how you can quickly use Alteryx and Microsoft Power BI to blend and cleanse data, perform predictive and spatial analysis, fuzzy match, and more.

Download the kit and explore workflows like the one below at alteryx.com/microsoftkit.

Alteryx Starter Kit for Microsoft

See demo videos on Data Blending at alteryx.com/solutions/data

Alteryx Starter Kit for MicrosoftAnalytics workflows and visualizations including:

• Advanced Data Blending

• Data Cleansing & Preparation

• Fuzzy Matching

• Predictive Analytics

• Geo-Spatial Analytics

• Text Analytics

Download the Alteryx Starter Kit for Microsoft at alteryx.com/microsoftkit

Connect to the customer demographics file

L

R

L

J

R

Connect to the customer transaction file

Change the data types and rename

fields

Create a spend field

Aggregate and count the transactions for each

customer

O

R

Blend the transaction and demographic data

Create a logistical regression using the data

View the report for the model

Score the model against the data

Review the scores

Publish to Power BI


http://alteryx.com/microsoftkit

http://alteryx.com/microsoftkit



Recipe: Quick Data Blending for Richer Visualizations

See demo videos on Data Blending at alteryx.com/solutions/data-blending

Quickly cleanse your data to remove outliers, duplicate data, and other data noise2

Join the specific data required from all your different types of sources4

Get data from all the data sources needed for your analysis1

Optimize the data for visualization by moving rows to columns, renaming fields, and repeating demographic data when needed3

Transform your data so that it is ready for analysis without manual formulas or copying data5

Ingredients you need

• A copy of Alteryx alteryx.com/download

• A list of the data sources you want to blend

• Access to each database or source you are going to use

• A rough specification of the dataset you need

• A clear understanding of the analysis you want to deliver

See demo videos on Data Blending for Microsoft Power BI at alteryx.com/powerbi Output your results directly to Microsoft Power BI without

spending time looking for files6


http://alteryx.com/powerbi

http://pages.alteryx.com/free-trial-microsoft-W.html




Get to Know Your Alteryx Tools Cleanse, Merge, Select, Transform, Join, Formula, FilterInput & Browse Output

See demo videos for Microsoft Power BI at alteryx.com/powerbi

Browse Microsoft Power BI Output

Output

Join Multiple

Join

Filter

Alteryx Select

Formula

Cross Tab

Transpose

Summarize Input Data



Customer Database

Product Sales



• Using the Input tool you can drag and drop data sources into the Alteryx canvas to build a workflow

• Choose each data source you need by using the configuration pane for the Input tool

• Preview your datasets so that before you blend them together you can understand if you need to make changes later in the workflow

Get data from multiple sources1 Recipe for analytic greatness

• Ensure you have the right credentials to access your data sources

• Understand what problems are in your data

• Plan how you will transform your data in your workflow


Recipe for analytic greatness

• Make product names, categories, and user IDs consistent as you bring multiple datasets together

• Create a taxonomy of your terms and create consistent category names

Quickly cleanse your data2• Once you have accessed your datasets you can now prepare them

for blending and analysis

• Remove outliers and noisy data by using the Sample tool

• Use the Filter tool to isolate only the subset of data that you are interested in

• Use the Unique tool to remove duplicate data

Sample tool Filter tool

T

T

Product Sales Unique tool

U

U




• Drag the Transpose icon onto the canvas, and transpose your columnar data to row format

• Use the Select tool to rename your fields to make your visualizations more readable

• Use the Formula tool to take values from one set of cells and reuse them on other rows of data




• Shape and label your data to optimize it for Microsoft Power BI

• Associate 3rd party demographic data such as Experian Mosaic data with your customers for segmentation

Optimize the data for 3

Move sales data from columns to rows

Rename fields such as LOR to Length of Residence

Associate Mosaic segments with each transaction so you can analyze product sales by segment





• Bring together fields that don’t match exactly using the Alteryx Fuzzy Match tool

• Fuzzy Match has preconfigured match styles and can be used to identify non-exact duplicates and merge or purge them

Join data from different 4• Accept and combine each stream of data into a single stream using

the Union tool

• Join the product details to the customer transactions on the SKU number

• In some cases fields don’t match, but Alteryx lets you join them using Fuzzy Match

Use the Union tool to combine each data source into a single stream

Join product details to customer transactions

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L

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R


• Use the Summarize tool to count the number of transactions by Customer ID

• Use the Summarize tool again to total the value of the purchases




• Alteryx provides hundreds of tools that perform data transformations

• Alteryx ensures that a dataset fits your specific purpose by preparing and shaping it accordingly

Transform your data without manual formulas or coding

5

Summarize: Count the number of transactions, and add the

value of the transactions




Output your results to Microsoft Power BI

6

• Output directly to Microsoft Power BI from Alteryx and don’t waste time searching for files

• Output to Excel and Microsoft SQL Server, providing the flexibility to work with your information architecture

• Perform data blending directly in Microsoft SQL Server, leveraging your investment in Microsoft SQL Server and enabling business analysts to work directly with that data without SQL coding of models already in place in an organization


• Build repeatable and sharable workflows for data blending and deliver it as a repeatable process for creating the right analytic dataset for Microsoft Power BI

Microsoft Power BI tool: Immediately launch your results into

Microsoft Power BI




• Utilize advanced analytics to better understand and predict customer behavior

• Calculate the likelihood that a customer will respond to an ad or mailing

• Score customers and future prospects based on historical patterns

Bonus! Use advanced analytics to score customers


• Utilize boosted models to understand the importance of predictor fields

• Perform advanced analytics access them without writing code or scripts

O

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Logistic Regression tool: Determine the probability that someone will respond

to a campaign

Score tool: Calculate the percentageb of likelihood

to respond




• Delivering deep spatial analysis in Microsoft Power BI, or Excel for that matter, can be very difficult or require other tools

• Understand where customers and store locations fall on a map with the Create Points tool

• Understand how long it takes to drive to store locations, not just distance

Bonus! Incorporate spatial analysis to find customers


• Match data based on spatial information (e.g. customers inside a trade area)

• Use heat maps to spot trends in data

• Use spatial tools to perform tasks in seconds that would normally take days or weeks

Create Points tool: Geocode addresses to create spatial data

Distance tool: Calculate the drive time between two points or define a

trade area




Why Should Analysts Use Alteryx and Microsoft Power BI Together?

Single intuitive workflow for a complete self-service data analytics process

Deeper business insight that can be achieved from richer visualizations

Empowered analysts can deliver quicker insights to take advantage of business opportunities


Learn more about how Alteryx and Microsoft Power BI help

drive richer visualizations with quicker data blending

Download Alteryx Starter Kit for Microsoft (Includes prebuilt analytic workflows for Microsoft Power BI) www.alteryx.com/microsoftkit »

Download the Alteryx 14-Day FREE Trial:

alteryx.com/download

Sign up for a Microsoft Power BI account www.powerbi.com »


http://pages.alteryx.com/free-trial-microsoft-W.html

http://www.powerbi.com

Thousands of data analysts worldwide rely on Alteryx daily. alteryx.com/microsoft

The Leading Platform for Self-Service Data Analytics

http://alteryx.com/microsoft

6 steps to richer visualizations using alteryx for microsoft power bi updated

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