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Operationalize and Automatically
RefreshYour Analytics
Presented by Frederic Pinchon
Director of Marketing Analytics
#inspire16
Session Speaker
#inspire163
Agenda
• Why Automating?
• WhatWe Run
• Options
• Requisites
• Demo
#inspire16
#inspire16
To watch a recording of this session from Inspire 2016, visit
alteryx.com/inspire-2016-tracks
#inspire16
Why Automating Operations?
• Ensure Data relevance
• Scale with modular architecture
• Respect complex dependen...
#inspire16
OperationsAlteryx Style: Empowering theAnalyst
6
Traditional AlteryxComplex Flexible
IT Control Analyst Control...
#inspire16
Alteryx MarketingAnalytics OperationsToday
7
• >50 Daily users
• 15Workflows
• 11 SFDCTables
• >2 Gigabytes pro...
#inspire16
Marketing Data Logical Flow
8
Google Analytics
What Are
YOU
Using?
Take the Survey:
#inspire16
Variety of Configuration Options
#inspire16
Operations Options: from Resilient to Efficient
10
Simple scheduler loading
independently to target
server
Norm...
#inspire16
Alteryx Designer + Desktop Automation
• Run from always onWindows client PC
• Cannot be run from a Server OS
• ...
#inspire16
Key Requisites: Runner Macros
These free tools allow you to write an Alteryx module which runs otherAlteryx mod...
#inspire16
Optional Requisites: Publish Macros
Write the result of a workflow directly to
a server or to the cloud.
13
htt...
#inspire16
Optional Requisites: Script tools such asTableauTABCMD
In Combination with the
Run Command tool,
TABCMD can run...
#inspire16
• Operate “Delta” Extractions
• Extract, enhance and store Master Data
once
• Time stamp values and archive
• S...
#inspire16
Demonstration
#inspire16
Demo Scenario: NorthWind
Use Cases to Analyze
• Sales By Geo
• Sales by Sales Rep, Manager
• ProductTrends
• Ba...
#inspire16
DemoTime!
Open Report
#inspire16
All in One IndependentWorkflow
One unique
Output file
Master Data
Transactions
#inspire16
NormalizedWorkflows
Master Data
Transactions
#inspire16
Highly Efficient In-DBWorkflows
Master DataTransactions
Import only
relevant results
from DB
#inspire16
Thank you
Frederic Pinchon
@fpinchon
http://insightsthroughdata.com/
#inspire16
alteryx.com/trial
You can also achieve the incredible
benefits described in this slide deck
Download a FREETria...
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Operationalize and Automatically Refresh Your Analytics: Alteryx, Inspire 2016

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Get out of the business of being the analytic reporting bottle neck. Spend less time refreshing and maintaining and more time analyzing, exploring and expanding your insights. Autonomously expand your analytic reports without coding or dependencies on other departments. Learn how to run jobs in sequence, and easily adjust them on the fly when things change. Hear how Alteryx uses Alteryx to sustain day-to-day business processes and eliminate repetitive tasks.

To watch a recording of this session from Inspire 2016, visit alteryx.com/inspire-2016-tracks.

Published in: Data & Analytics
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Operationalize and Automatically Refresh Your Analytics: Alteryx, Inspire 2016

  1. 1. Operationalize and Automatically RefreshYour Analytics Presented by Frederic Pinchon Director of Marketing Analytics
  2. 2. #inspire16 Session Speaker
  3. 3. #inspire163 Agenda • Why Automating? • WhatWe Run • Options • Requisites • Demo #inspire16
  4. 4. #inspire16 To watch a recording of this session from Inspire 2016, visit alteryx.com/inspire-2016-tracks
  5. 5. #inspire16 Why Automating Operations? • Ensure Data relevance • Scale with modular architecture • Respect complex dependencies • Leverage off hours processing cycles 5
  6. 6. #inspire16 OperationsAlteryx Style: Empowering theAnalyst 6 Traditional AlteryxComplex Flexible IT Control Analyst Control Expensive Scalable
  7. 7. #inspire16 Alteryx MarketingAnalytics OperationsToday 7 • >50 Daily users • 15Workflows • 11 SFDCTables • >2 Gigabytes processed every night • MainTableau Extract (TDE) of 200 Megabytes with 18 months activity
  8. 8. #inspire16 Marketing Data Logical Flow 8 Google Analytics What Are YOU Using? Take the Survey:
  9. 9. #inspire16 Variety of Configuration Options
  10. 10. #inspire16 Operations Options: from Resilient to Efficient 10 Simple scheduler loading independently to target server Normalized sequential workflows using scripts Using Redshift as buffer for normalization, scale and distribution 1 2 3
  11. 11. #inspire16 Alteryx Designer + Desktop Automation • Run from always onWindows client PC • Cannot be run from a Server OS • Quick and easy to deploy and operate for a “hero” analyst Key Requisites:Alteryx Scheduler Alteryx Server • Run from always onWindows Server or fromAmazon EC2Windows Server • Scale with Worker nodes running several Workloads in parallel • Share and collaborate with peers while controlling data access 11
  12. 12. #inspire16 Key Requisites: Runner Macros These free tools allow you to write an Alteryx module which runs otherAlteryx modules 12 http://downloads.chaosreignswithin.com/Macros.zip
  13. 13. #inspire16 Optional Requisites: Publish Macros Write the result of a workflow directly to a server or to the cloud. 13 http://bit.ly/1TgXZIS Tableau Server or Online Microsoft Power BI http://alteryx.com/microsoftkit
  14. 14. #inspire16 Optional Requisites: Script tools such asTableauTABCMD In Combination with the Run Command tool, TABCMD can run sequence of operations, such as taking snapshots, uploading to Server… 14 Use CommandTool: http://goo.gl/nj2E4o https://goo.gl/oqA3gB InstallTABCMD: http://tabsoft.co/1TFbYHX
  15. 15. #inspire16 • Operate “Delta” Extractions • Extract, enhance and store Master Data once • Time stamp values and archive • Store intermediary reporting data sets Optional Requisites: External Buffer Database • On Premise DB (Oracle, MS SQL Server, Apache Hive, Spark…) orCloud (Amazon Redshift, Azure DW, Cloudera…) • Port existing native SQL Code • Lift Alteryx storage constraints • Improve Performance by skipping import 15 Optimize Resource, Expand capabilities with an ODS Normalize Models Leverage the power of In-DBTools
  16. 16. #inspire16 Demonstration
  17. 17. #inspire16 Demo Scenario: NorthWind Use Cases to Analyze • Sales By Geo • Sales by Sales Rep, Manager • ProductTrends • Basket Analysis • … Transactions Manager
  18. 18. #inspire16 DemoTime! Open Report
  19. 19. #inspire16 All in One IndependentWorkflow One unique Output file Master Data Transactions
  20. 20. #inspire16 NormalizedWorkflows Master Data Transactions
  21. 21. #inspire16 Highly Efficient In-DBWorkflows Master DataTransactions Import only relevant results from DB
  22. 22. #inspire16 Thank you Frederic Pinchon @fpinchon http://insightsthroughdata.com/
  23. 23. #inspire16 alteryx.com/trial You can also achieve the incredible benefits described in this slide deck Download a FREETrial of Alteryx and experience self-service data analytics on your next data project

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