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Advanced Analytics
Integration with
Python & R
Feb 26th, 2019
Daniel Pilla
Sr. Enterprise Architect
2
Introduction
3
Common Use Cases
Manufacturing & High Tech
• Demand Forecasting
• Quality & Machine Breakdown
• Warranty Analytics
Healthcare
• Patient Admission Forecasting
• Readmission Analysis
• Clinical Outcomes
Communications
• Customer Segmentation/Churn
• Quality/Process Control
• Next Best Offer/Action
Financial Services
• Credit Risk Analysis
• Loan Default
• Fraud Detection
Public Sector
• Crime Prevention
• Transportation Optimization
• Recidivism
Retail & Consumer
• Market Basket Analysis
• Retail Store Selection
• Product Recommendation
Energy & Utilities
• Customer Churn
• Proactive Failure
• Peak Demand
Life Sciences
• Territory Alignment
• Campaign Management
• Drug Discovery & Effectiveness
4
Data Acquisition
Data Preparation
Data Selection
Model Selection
Result Generation
Result Presentation
Action Steps
Model Creation
Business AnalystData Scientist Business User
Results Interpretation
The old way
5
Model Creation
Governance & Oversight
Data Selection
Basic Parameterization
Result Generation
Result Presentation
Action Steps
Data Acquisition
Data Preparation
Advanced Parameterization
Automated Model Selection
Roles are changing
Business AnalystData Scientist Business User
6
Advanced
Analytics Tracks
7
Advanced Analytics Tracks
Native Functions Augmented
Intelligence
Existing functions within
Qlik’s engine
Cognitive engine that enhances
the user experience
Server-Side
Extensions
Integration with any third-party
calculation engine
8
Cognitive Engine
9
The Qlik Cognitive Engine
Augmenting user intuition with machine intelligence
• A new augmented intelligence engine in
Qlik Sense
• Supports insight suggestions and
automation
• Leverages Qlik Associative Engine
• Machine learning for improved
recommendations over time
• Will be available via APIs
10
Accelerated Self-Service
• New set of capabilities to speed users from
data to insight
- Smart data prep
- Automated chart generation
- Alternative chart suggestions
• Speeds creation of initial visualizations,
drives expanded self-service
11
Insight Advisor
• Auto-generates and suggests the best
insights for users to explore further
• Performs advanced analysis to generate
and recommend insights
- Based on the overall data set
- Based on dimensions
- Based on search criteria
• Auto-generates visualizations and
analytics
• Allows users to add auto-generated
insights directly to sheets
Available
Today
12
Native Functionality &
Server-Side Extensions
13
Native & Third Party Capabilities
• Native capabilities include statistical functions, interactive visualizations, and scripting for many
advanced analytics use cases
• Server-Side Extensions offer engine-level sharing between Qlik Sense and third party tools such as
R and Python, for incorporating advanced calculation and machine learning into analyses
Corporate
Reporting
Guided
Analytics
Ad-hoc
Analysis
Data
Visualization
Advanced
Calculations
Statistics/
Algorithms
Modeling /
Mining
Scenario
Analysis
+ Server-Side Extensions
14
Server-Side Extensions
15
Server-Side Extensions
• Direct integration with 3rd party advanced analytics
engines through server-side extension APIs
• Allows data to be directly exchanged between the QIX
engine and external tools during analysis
- Leverages Qlik’s Associative Model to pass relevant data
based on user context
• Full integration with Qlik Sense expressions and libraries
• Connectors can be built for any external engines
• Open source connectors to be made available by Qlik for
R and Python
Leverage the power of advanced analytics calculations in Qlik Sense
Etc..
16
1
User interacts with app,
making a selection or a
search
2
Hypercube recalculated
by the Qlik Associative
Engine to the new context
3
In-context data and
script sent to external
engine
4
External engine runs
and sends results to the
Qlik Associative engine
5
The Qlik Associative
Engine combines
hypercube with new data
6
Combined hypercube
is visualized for the
user in the app
How it works (chart expressions)
17
Functional Buckets
Triggers from ETL
Triggering not only
advanced analytic
scripts/calls, but
potentially any call out to
an external system.
Think the ‘execute’
function.
Integrating functions in
ETL
Using advanced analytic
functions as a part of the
data load, e.g. sentiment
analysis or geocoding
within a record by record
load.
Front-end
This is what we primarily
market, where a user
makes a selection, the
associated data is then
sent, processed, and
returned through the
analytic connection in
real time.
19
SSE Overview
Qlik Client
Qlik QMC
SSE Plugins
Qlik Engine
20
Qlik Client
Qlik QMC
Qlik Engine
SSE with R Overview
Rserve
21
Qlik Sense: QMC -> Analytic Connections Qlik Sense Desktop: settings.ini
Analytic Connection Configuration
22
R Code Example
23
R Code Example
The alias for the analytic connection
24
R Code Example
One of the default base functions – passes R code as text to be executed
25
R Code Example
Aggregation Functions
• ScriptAggr()
• ScrtiptAggrStr()
• ScriptAggrEx()
• ScriptAggrExStr()
-- Number in, Number out
-- String in, String out
-- Dual in, Number out
-- Dual in, String out
Scalar/Tensor Functions
• ScriptEval()
• ScrtiptEvalStr()
• ScriptEvalEx()
• ScriptEvalExStr()
26
R Code Example
R script
• kmeans() is a clustering function within R
• q is the dataframe including the data from Qlik that is being sent to R
• $(vClusters) is a variable within Qlik, passing the amount of desired clusters
• nstart option creates multiple initial configurations and chooses the best one
• $cluster extracts the column named cluster from the dataframe
27
R Code Example
The data being passed from Qlik as the dataframe q
28
Python
Custom Functions
29
Python Custom Function Example
The alias for the analytic connection
30
Python Custom Function Example
The custom defined python function
31
Python Custom Function Example
32
• Scalar function with multiple arguments, the second being static
• Logged output below
Example Output from Qlik in Python
33
• Tensor function with multiple arguments
• Argument 1 is a number from a Qlik field
• Argument 2 is a static input, and is
repeated with each call
• Batch processed due to Tensor
Example Output from Qlik in Python
34
Load Script
35
How it works – Load Script
• Mode 1: As a function
36
How it works – Load Script
• Mode 2: Table load
37
Demos
38
Optimization &
Best Practices
39
Known Limitations
• Syntax warnings and errors
• Syntax highlighting in the ETL might highlight in red for certain operations, even if correct
• Returning data to Qlik Sense
• Order of data sent from the connector might not match the way in which it is displayed
• There is no support for returning several columns or higher-order data, to Qlik Sense than was sent to the
plugin. The cardinality of the response from the plugin must be the same as sent from Qlik Sense.
• If less rows, or lower cardinality, is sent back from the plugin, Sense will add null values to match the
number of rows sent from Sense to the plugin originally. Note that the mapping may not work as intended if
less data is sent back.
• If higher-order data is sent back, either too many rows or more than one column, Qlik Sense will neglect
the additional data and only take the first n rows in the first column, assuming n is the number of rows sent
to the plugin. Note that the mapping may not work as intended if more data is sent back.
40
Additional details
• Integration with advanced analytics can be executed during analysis or data loading.
• When executed during analysis, results are stored in an individual object (hypercube) and dynamically
change after each interaction
• When executed in the load script, results are stored in the overall data model for the app and remain static
until the next data refresh
• Qlik Sense does not natively support all the possible visualization types that might be needed
for advanced analytics calculations
• Extension objects can be easily built to handle more advanced scenarios
• Server-side extension APIs supporting advanced analytics integration are part of Qlik Sense
and fully supported by Qlik
• Custom extensions and connectors built by third parties are not supported by Qlik
• Qlik has open sourced two initial connectors, one for R and one for Python
• These extensions are open source community supported
• This aligns with how R and Python are typically supported – R and Python are both open source products
• We expect community to create other new extensions as open source projects, with a growing collection of
open-source capabilities available to customers
41
Q&A
Advanced analytics integration with python

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Advanced analytics integration with python

  • 1. Advanced Analytics Integration with Python & R Feb 26th, 2019 Daniel Pilla Sr. Enterprise Architect
  • 3. 3 Common Use Cases Manufacturing & High Tech • Demand Forecasting • Quality & Machine Breakdown • Warranty Analytics Healthcare • Patient Admission Forecasting • Readmission Analysis • Clinical Outcomes Communications • Customer Segmentation/Churn • Quality/Process Control • Next Best Offer/Action Financial Services • Credit Risk Analysis • Loan Default • Fraud Detection Public Sector • Crime Prevention • Transportation Optimization • Recidivism Retail & Consumer • Market Basket Analysis • Retail Store Selection • Product Recommendation Energy & Utilities • Customer Churn • Proactive Failure • Peak Demand Life Sciences • Territory Alignment • Campaign Management • Drug Discovery & Effectiveness
  • 4. 4 Data Acquisition Data Preparation Data Selection Model Selection Result Generation Result Presentation Action Steps Model Creation Business AnalystData Scientist Business User Results Interpretation The old way
  • 5. 5 Model Creation Governance & Oversight Data Selection Basic Parameterization Result Generation Result Presentation Action Steps Data Acquisition Data Preparation Advanced Parameterization Automated Model Selection Roles are changing Business AnalystData Scientist Business User
  • 7. 7 Advanced Analytics Tracks Native Functions Augmented Intelligence Existing functions within Qlik’s engine Cognitive engine that enhances the user experience Server-Side Extensions Integration with any third-party calculation engine
  • 9. 9 The Qlik Cognitive Engine Augmenting user intuition with machine intelligence • A new augmented intelligence engine in Qlik Sense • Supports insight suggestions and automation • Leverages Qlik Associative Engine • Machine learning for improved recommendations over time • Will be available via APIs
  • 10. 10 Accelerated Self-Service • New set of capabilities to speed users from data to insight - Smart data prep - Automated chart generation - Alternative chart suggestions • Speeds creation of initial visualizations, drives expanded self-service
  • 11. 11 Insight Advisor • Auto-generates and suggests the best insights for users to explore further • Performs advanced analysis to generate and recommend insights - Based on the overall data set - Based on dimensions - Based on search criteria • Auto-generates visualizations and analytics • Allows users to add auto-generated insights directly to sheets Available Today
  • 13. 13 Native & Third Party Capabilities • Native capabilities include statistical functions, interactive visualizations, and scripting for many advanced analytics use cases • Server-Side Extensions offer engine-level sharing between Qlik Sense and third party tools such as R and Python, for incorporating advanced calculation and machine learning into analyses Corporate Reporting Guided Analytics Ad-hoc Analysis Data Visualization Advanced Calculations Statistics/ Algorithms Modeling / Mining Scenario Analysis + Server-Side Extensions
  • 15. 15 Server-Side Extensions • Direct integration with 3rd party advanced analytics engines through server-side extension APIs • Allows data to be directly exchanged between the QIX engine and external tools during analysis - Leverages Qlik’s Associative Model to pass relevant data based on user context • Full integration with Qlik Sense expressions and libraries • Connectors can be built for any external engines • Open source connectors to be made available by Qlik for R and Python Leverage the power of advanced analytics calculations in Qlik Sense Etc..
  • 16. 16 1 User interacts with app, making a selection or a search 2 Hypercube recalculated by the Qlik Associative Engine to the new context 3 In-context data and script sent to external engine 4 External engine runs and sends results to the Qlik Associative engine 5 The Qlik Associative Engine combines hypercube with new data 6 Combined hypercube is visualized for the user in the app How it works (chart expressions)
  • 17. 17 Functional Buckets Triggers from ETL Triggering not only advanced analytic scripts/calls, but potentially any call out to an external system. Think the ‘execute’ function. Integrating functions in ETL Using advanced analytic functions as a part of the data load, e.g. sentiment analysis or geocoding within a record by record load. Front-end This is what we primarily market, where a user makes a selection, the associated data is then sent, processed, and returned through the analytic connection in real time.
  • 18. 19 SSE Overview Qlik Client Qlik QMC SSE Plugins Qlik Engine
  • 19. 20 Qlik Client Qlik QMC Qlik Engine SSE with R Overview Rserve
  • 20. 21 Qlik Sense: QMC -> Analytic Connections Qlik Sense Desktop: settings.ini Analytic Connection Configuration
  • 22. 23 R Code Example The alias for the analytic connection
  • 23. 24 R Code Example One of the default base functions – passes R code as text to be executed
  • 24. 25 R Code Example Aggregation Functions • ScriptAggr() • ScrtiptAggrStr() • ScriptAggrEx() • ScriptAggrExStr() -- Number in, Number out -- String in, String out -- Dual in, Number out -- Dual in, String out Scalar/Tensor Functions • ScriptEval() • ScrtiptEvalStr() • ScriptEvalEx() • ScriptEvalExStr()
  • 25. 26 R Code Example R script • kmeans() is a clustering function within R • q is the dataframe including the data from Qlik that is being sent to R • $(vClusters) is a variable within Qlik, passing the amount of desired clusters • nstart option creates multiple initial configurations and chooses the best one • $cluster extracts the column named cluster from the dataframe
  • 26. 27 R Code Example The data being passed from Qlik as the dataframe q
  • 28. 29 Python Custom Function Example The alias for the analytic connection
  • 29. 30 Python Custom Function Example The custom defined python function
  • 31. 32 • Scalar function with multiple arguments, the second being static • Logged output below Example Output from Qlik in Python
  • 32. 33 • Tensor function with multiple arguments • Argument 1 is a number from a Qlik field • Argument 2 is a static input, and is repeated with each call • Batch processed due to Tensor Example Output from Qlik in Python
  • 34. 35 How it works – Load Script • Mode 1: As a function
  • 35. 36 How it works – Load Script • Mode 2: Table load
  • 38. 39 Known Limitations • Syntax warnings and errors • Syntax highlighting in the ETL might highlight in red for certain operations, even if correct • Returning data to Qlik Sense • Order of data sent from the connector might not match the way in which it is displayed • There is no support for returning several columns or higher-order data, to Qlik Sense than was sent to the plugin. The cardinality of the response from the plugin must be the same as sent from Qlik Sense. • If less rows, or lower cardinality, is sent back from the plugin, Sense will add null values to match the number of rows sent from Sense to the plugin originally. Note that the mapping may not work as intended if less data is sent back. • If higher-order data is sent back, either too many rows or more than one column, Qlik Sense will neglect the additional data and only take the first n rows in the first column, assuming n is the number of rows sent to the plugin. Note that the mapping may not work as intended if more data is sent back.
  • 39. 40 Additional details • Integration with advanced analytics can be executed during analysis or data loading. • When executed during analysis, results are stored in an individual object (hypercube) and dynamically change after each interaction • When executed in the load script, results are stored in the overall data model for the app and remain static until the next data refresh • Qlik Sense does not natively support all the possible visualization types that might be needed for advanced analytics calculations • Extension objects can be easily built to handle more advanced scenarios • Server-side extension APIs supporting advanced analytics integration are part of Qlik Sense and fully supported by Qlik • Custom extensions and connectors built by third parties are not supported by Qlik • Qlik has open sourced two initial connectors, one for R and one for Python • These extensions are open source community supported • This aligns with how R and Python are typically supported – R and Python are both open source products • We expect community to create other new extensions as open source projects, with a growing collection of open-source capabilities available to customers