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ADVANCED ANALYTICS IN TABLEAU:
USE THE FORCE!
Built-In Functions and 3rd Party Tools for
Deeper Data Insights
• Introductions
• The Analytics Maturity Curve
• Tableau’s Built-In Advanced Analytics
• Tableau’s Options for Advanced Analytics
• Open Source Programming Languages
• Clustering Demo Using Tableau
• Time Series Demo Using R Integration
• A/B Testing Demo Using Alteryx
• Additional Resources
• Q&A and Wrap-up
Agenda
©2018 Senturus, Inc. All rights reserved. 2
©2018 Senturus, Inc. All rights reserved. 3
Michael Weinhauer
Practice Area Director /
Solutions Architect
Senturus, Inc.
Arik Killion
Advanced Analytics Architect
Senturus, Inc.
Presenters
Hundreds of Resources & this Slide Deck
www.senturus.com/resources/
©2018 Senturus, Inc. All rights reserved. 4
This slide deck is from the webinar:
Advanced Analytics in Tableau: Use the Force!
Built-In Functions and 3rd Party Tools
for Deeper Data Insights
To view the FREE video recording and download this
deck, go to:
http://www.senturus.com/resources/tableau-advanced-
analytics-with-python-r-alteryx/
Hear the Recording
©2018 Senturus, Inc. All rights reserved. 5
ADVANCED ANALYTICS OPTIONS WITHIN
TABLEAU
The Analytics Maturity Curve
7©2018 Senturus, Inc. All rights reserved.
Canned
Reports
(Paramet
er Based)
Ad Hoc
Query
(Dynamic)
Dashboards
/Scorecards
/KPIs
Ad Hoc
Analytics
(Discovery)
Forecasting/
Extrapolation
Decision
Optimization
Business Value
DegreeofIntelligence/Difficulty
Mining /
Predictive
Modeling
What happened?
How much, how often, where?
Where exactly is the problem? What actions are needed?
What if this trend continues?
What happens next? What
are the drivers/root causes?
What is the best way to
use the analytic intel?
Why is this happening?
Cognitive
Analytics
Machine tells
you what looks
important
Tableau’s Built-In Analytics
8©2018 Senturus, Inc. All rights reserved.
Using 3rd Party Analytics with Tableau
9©2018 Senturus, Inc. All rights reserved.
Script &
Data
Results
DataSources
Results
Query
Integrated Architecture
Results
Script &
Data
Using 3rd Party Analytics with Tableau
10©2018 Senturus, Inc. All rights reserved.
DataSources
Results
Query
Stand-Alone Architecture
• Users primarily have been
from academia and research,
but is expanding into the
enterprise
• Steep learning curve, but
quite user friendly and easy to
move into more advanced
things once this is achieved
• Many packages available to
perform various advanced
analytics tests and models
• Most common IDE is RStudio
• Users primarily have been
programmers crossing over
into advanced data analysis
• Very gradual learning curve
due to code readability and
simplicity
• Came a little later to the
analytics game, but has many
libraries available that are
comparable in R
• Various IDEs available, but
most common for Data Science
work is Spyder or Rodeo
Open Source Analytic Programming Languages
11©2018 Senturus, Inc. All rights reserved.
• Requires a server to handle and process requests coming from Tableau:
R uses Rserve and Python uses TabPy
• Configuration on Tableau is as easy as telling it where the server is and
what port address – found under Help > Settings
• Both “server” apps can run on a local machine for personal use or in a
multi-user environment on an actual server.
NOTE: The Rserve server for R for can only accommodate a single user
when it is being run on Windows OS.
Tableau Integration with R & Python
12©2018 Senturus, Inc. All rights reserved.
Clustering Demo
BUILT-IN ANALYTICS
13©2018 Senturus, Inc. All rights reserved.
Clustering with Tableau
©2018 Senturus, Inc. All rights reserved. 14
Clustering with Tableau
15©2018 Senturus, Inc. All rights reserved.
Clustering with Tableau
16©2018 Senturus, Inc. All rights reserved.
Hear the Recording
17©2018 Senturus, Inc. All rights reserved.
To view the FREE video recording and download this deck,
go to:
http://www.senturus.com/resources/tableau-advanced-
analytics-with-python-r-alteryx/
The Senturus comprehensive library of recorded webinars,
demos, whitepapers, presentations and case studies is
available on our website at:
http://www.senturus.com/resources/
Time Series Demo
FROM BUILT-IN ANALYTICS TO
ADVANCED FORECASTING IN R
18©2018 Senturus, Inc. All rights reserved.
Demand Forecast – Built-In Function
19©2018 Senturus, Inc. All rights reserved.
Demand Forecast Using R – Monthly Seasonality
20©2018 Senturus, Inc. All rights reserved.
Demand Forecast Using R – with Holiday Variable
21©2018 Senturus, Inc. All rights reserved.
Using Alteryx
A/B MARKETING TEST MODELS
A/B Test for Offer Response
©2018 Senturus, Inc. All rights reserved. 23
A/B Test for Offer Response
24©2018 Senturus, Inc. All rights reserved.
A/B Test for Offer Response
25©2018 Senturus, Inc. All rights reserved.
EVALUATING OPTIONS FOR USING
ADVANCED ANALYTICS WITH TABLEAU
Welcome to The (Functionality) Matrix
27Copyright 2018 Senturus, Inc. All Rights Reserved
• Greater insights and visualization capability
• More powerful clustering and forecasting capabilities
over the built-in functions
• Allows the analytics to find insights that may not be
readily apparent
• Flexibility to use any available analytic applications,
such as:
Benefits of Using Advanced Analytics
• Extracting Sentiment from Text • Prediction Models for Attrition or Conversion
• Outlier & Anomaly Detection • Association & Sequence Analysis
• Geocoding & Spatial Analytics • Optimize & Prioritize
• Identify & Measure Risk • Root-Cause Analysis
©2018 Senturus, Inc. All rights reserved. 28
Tableau with Advanced Analytics Expert Assistance
1 Day Jumpstart
• Setup a single R Server instance
• Configuration of Tableau integration
• Walk through
• Hands-on walk through on three
practical example scripts
$1,495*
3 Day Advanced Analytics Planning
• Assessment of business objectives
• Evaluation of Tableau
dashboard/reporting and supporting data
sources
• Mapping of top three advanced analytics
solution approaches to meet objectives
• Findings and solution recommendations
document
$4,599*
29
Flexible Mentoring
• Expert guidance with existing data and/or dashboards
• One-on-one training
• Provided at an hourly rate
* plus travel expenses
Hear the Recording
30©2018 Senturus, Inc. All rights reserved.
To view the FREE video recording and download this deck,
go to:
http://www.senturus.com/resources/tableau-advanced-
analytics-with-python-r-alteryx/
The Senturus comprehensive library of recorded webinars,
demos, whitepapers, presentations and case studies is
available on our website at:
http://www.senturus.com/resources/
Business Analytics Consultants
WHO WE ARE
Bridging the Gap Between Data & Decision Making
DECISIONS
& ACTIONS
Business Needs
Analysis
Ready
Data
Analysis
Ready
Data
©2018 Senturus, Inc. All rights reserved. 32
• Dashboards, Reporting &
Visualizations
• Data Preparation & Modern Data
Warehousing
• Self-Service Business Analytics
• Big Data & Advanced Analytics
• Planning & Forecasting Systems
• Proprietary Analytics Connector
Software
Business Analytics Architects
©2018 Senturus, Inc. All rights reserved. 33
1000+ Clients, 2000+ Projects, 17+ Years
©2018 Senturus, Inc. All rights reserved. 34
ADDITIONAL RESOURCES
Upcoming Events www.senturus.com/events
©2018 Senturus, Inc. All rights reserved. 36
Upcoming Events www.senturus.com/events
©2018 Senturus, Inc. All rights reserved. 37
http://www.senturus.com/senturus-resources/
Visit Our Free Resource Library and Blog
©2018 Senturus, Inc. All rights reserved. 38
BLOG POST:
Installing and Configuring R for Use with Tableau
http://www.senturus.com/blog/installing-configuring-r-use-
tableau/
Custom tailored training also available
Tableau and Cognos Training Options
©2018 Senturus, Inc. All rights reserved. 39
New Expert Tableau Class includes Using R
Thank You!
www.senturus.com
info@senturus.com
888 601 6010
Copyright 2018 by Senturus, Inc.
This entire presentation is copyrighted and may not be
reused or distributed without the written consent of
Senturus, Inc.
40

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Advanced Analytics in Tableau: Use Built-In and 3rd Party Tools

  • 1. ADVANCED ANALYTICS IN TABLEAU: USE THE FORCE! Built-In Functions and 3rd Party Tools for Deeper Data Insights
  • 2. • Introductions • The Analytics Maturity Curve • Tableau’s Built-In Advanced Analytics • Tableau’s Options for Advanced Analytics • Open Source Programming Languages • Clustering Demo Using Tableau • Time Series Demo Using R Integration • A/B Testing Demo Using Alteryx • Additional Resources • Q&A and Wrap-up Agenda ©2018 Senturus, Inc. All rights reserved. 2
  • 3. ©2018 Senturus, Inc. All rights reserved. 3 Michael Weinhauer Practice Area Director / Solutions Architect Senturus, Inc. Arik Killion Advanced Analytics Architect Senturus, Inc. Presenters
  • 4. Hundreds of Resources & this Slide Deck www.senturus.com/resources/ ©2018 Senturus, Inc. All rights reserved. 4
  • 5. This slide deck is from the webinar: Advanced Analytics in Tableau: Use the Force! Built-In Functions and 3rd Party Tools for Deeper Data Insights To view the FREE video recording and download this deck, go to: http://www.senturus.com/resources/tableau-advanced- analytics-with-python-r-alteryx/ Hear the Recording ©2018 Senturus, Inc. All rights reserved. 5
  • 6. ADVANCED ANALYTICS OPTIONS WITHIN TABLEAU
  • 7. The Analytics Maturity Curve 7©2018 Senturus, Inc. All rights reserved. Canned Reports (Paramet er Based) Ad Hoc Query (Dynamic) Dashboards /Scorecards /KPIs Ad Hoc Analytics (Discovery) Forecasting/ Extrapolation Decision Optimization Business Value DegreeofIntelligence/Difficulty Mining / Predictive Modeling What happened? How much, how often, where? Where exactly is the problem? What actions are needed? What if this trend continues? What happens next? What are the drivers/root causes? What is the best way to use the analytic intel? Why is this happening? Cognitive Analytics Machine tells you what looks important
  • 8. Tableau’s Built-In Analytics 8©2018 Senturus, Inc. All rights reserved.
  • 9. Using 3rd Party Analytics with Tableau 9©2018 Senturus, Inc. All rights reserved. Script & Data Results DataSources Results Query Integrated Architecture Results Script & Data
  • 10. Using 3rd Party Analytics with Tableau 10©2018 Senturus, Inc. All rights reserved. DataSources Results Query Stand-Alone Architecture
  • 11. • Users primarily have been from academia and research, but is expanding into the enterprise • Steep learning curve, but quite user friendly and easy to move into more advanced things once this is achieved • Many packages available to perform various advanced analytics tests and models • Most common IDE is RStudio • Users primarily have been programmers crossing over into advanced data analysis • Very gradual learning curve due to code readability and simplicity • Came a little later to the analytics game, but has many libraries available that are comparable in R • Various IDEs available, but most common for Data Science work is Spyder or Rodeo Open Source Analytic Programming Languages 11©2018 Senturus, Inc. All rights reserved.
  • 12. • Requires a server to handle and process requests coming from Tableau: R uses Rserve and Python uses TabPy • Configuration on Tableau is as easy as telling it where the server is and what port address – found under Help > Settings • Both “server” apps can run on a local machine for personal use or in a multi-user environment on an actual server. NOTE: The Rserve server for R for can only accommodate a single user when it is being run on Windows OS. Tableau Integration with R & Python 12©2018 Senturus, Inc. All rights reserved.
  • 13. Clustering Demo BUILT-IN ANALYTICS 13©2018 Senturus, Inc. All rights reserved.
  • 14. Clustering with Tableau ©2018 Senturus, Inc. All rights reserved. 14
  • 15. Clustering with Tableau 15©2018 Senturus, Inc. All rights reserved.
  • 16. Clustering with Tableau 16©2018 Senturus, Inc. All rights reserved.
  • 17. Hear the Recording 17©2018 Senturus, Inc. All rights reserved. To view the FREE video recording and download this deck, go to: http://www.senturus.com/resources/tableau-advanced- analytics-with-python-r-alteryx/ The Senturus comprehensive library of recorded webinars, demos, whitepapers, presentations and case studies is available on our website at: http://www.senturus.com/resources/
  • 18. Time Series Demo FROM BUILT-IN ANALYTICS TO ADVANCED FORECASTING IN R 18©2018 Senturus, Inc. All rights reserved.
  • 19. Demand Forecast – Built-In Function 19©2018 Senturus, Inc. All rights reserved.
  • 20. Demand Forecast Using R – Monthly Seasonality 20©2018 Senturus, Inc. All rights reserved.
  • 21. Demand Forecast Using R – with Holiday Variable 21©2018 Senturus, Inc. All rights reserved.
  • 23. A/B Test for Offer Response ©2018 Senturus, Inc. All rights reserved. 23
  • 24. A/B Test for Offer Response 24©2018 Senturus, Inc. All rights reserved.
  • 25. A/B Test for Offer Response 25©2018 Senturus, Inc. All rights reserved.
  • 26. EVALUATING OPTIONS FOR USING ADVANCED ANALYTICS WITH TABLEAU
  • 27. Welcome to The (Functionality) Matrix 27Copyright 2018 Senturus, Inc. All Rights Reserved
  • 28. • Greater insights and visualization capability • More powerful clustering and forecasting capabilities over the built-in functions • Allows the analytics to find insights that may not be readily apparent • Flexibility to use any available analytic applications, such as: Benefits of Using Advanced Analytics • Extracting Sentiment from Text • Prediction Models for Attrition or Conversion • Outlier & Anomaly Detection • Association & Sequence Analysis • Geocoding & Spatial Analytics • Optimize & Prioritize • Identify & Measure Risk • Root-Cause Analysis ©2018 Senturus, Inc. All rights reserved. 28
  • 29. Tableau with Advanced Analytics Expert Assistance 1 Day Jumpstart • Setup a single R Server instance • Configuration of Tableau integration • Walk through • Hands-on walk through on three practical example scripts $1,495* 3 Day Advanced Analytics Planning • Assessment of business objectives • Evaluation of Tableau dashboard/reporting and supporting data sources • Mapping of top three advanced analytics solution approaches to meet objectives • Findings and solution recommendations document $4,599* 29 Flexible Mentoring • Expert guidance with existing data and/or dashboards • One-on-one training • Provided at an hourly rate * plus travel expenses
  • 30. Hear the Recording 30©2018 Senturus, Inc. All rights reserved. To view the FREE video recording and download this deck, go to: http://www.senturus.com/resources/tableau-advanced- analytics-with-python-r-alteryx/ The Senturus comprehensive library of recorded webinars, demos, whitepapers, presentations and case studies is available on our website at: http://www.senturus.com/resources/
  • 32. Bridging the Gap Between Data & Decision Making DECISIONS & ACTIONS Business Needs Analysis Ready Data Analysis Ready Data ©2018 Senturus, Inc. All rights reserved. 32
  • 33. • Dashboards, Reporting & Visualizations • Data Preparation & Modern Data Warehousing • Self-Service Business Analytics • Big Data & Advanced Analytics • Planning & Forecasting Systems • Proprietary Analytics Connector Software Business Analytics Architects ©2018 Senturus, Inc. All rights reserved. 33
  • 34. 1000+ Clients, 2000+ Projects, 17+ Years ©2018 Senturus, Inc. All rights reserved. 34
  • 36. Upcoming Events www.senturus.com/events ©2018 Senturus, Inc. All rights reserved. 36
  • 37. Upcoming Events www.senturus.com/events ©2018 Senturus, Inc. All rights reserved. 37
  • 38. http://www.senturus.com/senturus-resources/ Visit Our Free Resource Library and Blog ©2018 Senturus, Inc. All rights reserved. 38 BLOG POST: Installing and Configuring R for Use with Tableau http://www.senturus.com/blog/installing-configuring-r-use- tableau/
  • 39. Custom tailored training also available Tableau and Cognos Training Options ©2018 Senturus, Inc. All rights reserved. 39 New Expert Tableau Class includes Using R
  • 40. Thank You! www.senturus.com info@senturus.com 888 601 6010 Copyright 2018 by Senturus, Inc. This entire presentation is copyrighted and may not be reused or distributed without the written consent of Senturus, Inc. 40