Data Analytics Unleashed 2017

Data Analytics
Unleashed
SPONSORED BY

Ann Jackson
PHOENIX, AZ
@annujackson
Joseph Barth
PHOENIX, AZ
@sql_da
Michael Perillo
PHOENIX, AZ
@michaelperillo
Treyson Marks
PHOENIX, AZ
@treysonmarks
Data Analytics Unleashed
COMMUNITY USER GROUP LEADERS

FEATURED PRESENTERS
Brandt Wilson
PHOENIX, AZ
@brandtwilson15
Curtis Harris
SALT LAKE CITY, UT
@harris7curtis
Melissa Kovacs
PHOENIX, AZ
@firsteval
Erik Miller
DENVER, CO
@ermiller
Alex Duke
CINCINNATI, OH
@alexduke
Adebayo Adedeji
PHOENIX, AZ
@bayoshoe

Phoenix Tableau User Group
Join the Phoenix Tableau User Group every third Thursday of the month.
http://community.phxtug.com
http://linkedin.phxtug.com
http://twitter.com/phxtug

Phoenix Alteryx User Group
Join the Phoenix Alteryx User Group every third Tuesday of the month.
http://community.alteryxphx.com
http://linkedin.alteryxphx.com
http://twitter.com/alteryxphx

Phoenix Power BI User Group
Join the Phoenix Power BI User Group.
http://www.phxpug.com
http://linkedin.phxpug.com
http://twitter.com/phxpug

Arizona SQL Server User Group
Join the Arizona SQL Server User Group.
https://www.meetup.com/Arizona-SQL-Server-User-Group

Featured Speaker
Brandt Wilson
PHOENIX, AZ
@brandtwilson15

Moving the Needle with Data
Brandt Wilson
Knight Transportation

Brandt Wilson
• Born and raised in Arizona
• Served a Mission for my church in
Bolivia for 2 years
• Married in December 2015
• Graduated BYU-I in July 2016 with a
degree in Business Management and
an emphasis in Supply Chain
• Been at Knight since January 2016

Power and
Effectiveness
Opportunities

Intern
• January 2016 – April 2016

First Week
No access, no training, no problem

Created a report on excel
Total Report Time: 1.5 Hours

Director to VP to COO
• “There is no way the numbers are
this low”

Data Pushes the Needle
• One Week Later
• Our Pre-Trip Inspection Percentage rose over 20%

More and More Reports
Total Report Time: 2 – 3
Hours
• Yesterday’s Pre-Trip Percentage
• How many trucks drove/how many did a
Pre-Trip
• Trying to push past 70%
• Last 7 days who didn’t do a Pre-Trip
• Last 2 weeks who didn’t do a Pre-Trip
• Last 30 days who didn’t do a Pre-Trip

Failed Inspections…… More Reports
Total Report Time: 3 Hours+

Build a workflow then just click play
• “Build it out kind of like you would in excel one time and from there
on out just plug the new data in.”

1.5 Hours to 10 minutes
Total Report Time: 10-15
easy minutes (waiting for
website)
• “Stop thinking in excel and tables start thinking in workflows, one
thing leads to another.”

July 2016 – Connected to the Data
• No more waiting on a website.
• I could connect to our AS400/company data.
• Even more of time was freed up, to focus on other things.
Total Report Time: 5 easy
minutes or less (creating the
visual)

Enter power BI
• August 2016

Power BI Pre-Trip Inspections
https://app.powerbi.com/groups/31898c7f-6be3-47b3-8a14-
a8cf6076e5ae/dashboards/9ffe75a3-e826-46e8-8404-
2daa0f42bc15
Total Report Time: 0 seconds

• Promotion
• New Position for Safety
September 2016

• Automating
• Replacing
• Creating
New Reports

November 2016
• Saving Man Hours
• Trusting Technology
• The most dangerous
phrase in the language is
“we’ve always done it this
way” Rear Admiral Grace Hopper

PTI Alerts
• Alteryx allowed me to build out the process quickly
• Sped up the development process
• Every hour the alerts went out

Alert Results
• 2 days of alerts - 75% to 90%.
• As we were implementing and trouble shooting the alert system, IT
asked me to audit the process using Alteryx

Looking Forward
• Re-organizing the Safety Department
• More Alerts
• Reserve Reports
• Operational specific safety visuals

Featured Speaker
Curtis Harris
SALT LAKE CITY, UT
@harris7curtis

Building Advanced Tableau
Workbooks that Scale
Curtis Harris

Senior Business Intelligence Developer | Health
Catalyst
2016 Tableau Iron Viz Champion
2017 Tableau Public Ambassador
Twitter: @Harris7Curtis
Blog: www.themarkscard.com
Tableau:
https://public.tableau.com/profile/curtis.harris#!/

How do we make Tableauing easier for everyone?

Dashboard Title Sheet Title Sheet Subtitle Dimension Labels Captions
Interpreting style guides into design decisions

Natively integrating corporate colors into Tableau

Textbox
TextboxImage
Worksheet
Worksheet
Textbox
CSS… Kind of

Featured Speaker
Melissa Kovacs
PHOENIX, AZ
@firsteval

Data for Good: Visualizing Data in the Social Sector
April 18, 2017 | Phoenix, AZ
Melissa Kovacs, Ph.D.
Founder, FirstEval, LLC
mkovacs@firsteval.com
@firsteval

What is the Social Sector?
(and what do they do with data?)
3rd Sector:
Social Economy
Private Sector
(Corporate)
Public Sector
(Government)
Nonprofit Organizations
Foundations
Volunteers
Philanthropy
Community
Social Mission-driven orgs.
Civil Society

What is the Social Sector?
(and what do they do with data?)
3rd Sector:
Social Economy
Arizona’s Nonprofits…
• Generate more than 8% of the state’s Gross State Product
• Are AZ’s 5th largest non-government employer
• Contributed $22.4 billion to the AZ economy in 2014
• Number 21,137 organizations
Source: Arizona Nonprofits: Economic Power, Positive Impact, Feb. 2016, AZ Community Foundation.

What do Arizona’s Nonprofits Do?
Source: Arizona Nonprofits: Economic Power, Positive Impact, Feb. 2016, AZ Community Foundation.

Data Is A Mess!
Social Sector Data Challenges Mirror the Other
Sectors’ Challenges …

https://public.tableau.com/profile/melissa.kovacs#!/vizhome/RBBB3rdGradeParticipants/3rdGradeProgramParticipants
https://public.tableau.com/profile/publish/RBBB3rdGradeParticipantsandNon-Participants/Dashboard3#!/publish-confirm
https://public.tableau.com/profile/publish/RBBB7thGradeParticipantsandNon-Participants/Dashboard2#!/publish-confirm
Read Better Be Better is an after school literacy program. Our mission is to help children improve literacy
skills to become better learners.
We create change by helping children master reading comprehension in three ways: improving
concentration, encouraging an active enjoyment of reading and helping develop a deeper understanding of
what is being read. We support basic classroom instruction with additional comprehension strategies to
improve proficiency and positively impact future academic success.
RBBB uses trained 8th grade volunteers to implement a simple, but highly structured after-school program
for 3rd graders. The older students work one-on-one with the younger students, modeling and fostering
active engagement with a variety of texts. The program also includes constructive play activities specifically
chosen for their ability to focus attention and improve concentration.
Read Better Be Better is currently operational in the Avondale and Tolleson Elementary School Districts.

http://www.hominc.com/hom-inc-dashboard.html
There is only one cure for homelessness. Just one. HOUSING. We like to think we're
pretty good at operating permanent housing programs for individuals and families who
are working with us and our partners to END their homelessness. Our core area of
expertise is the administration and management of tenant based rental assistance -
in Permanent Supportive Housing (PSH) and Rapid Rehousing (RRH) models - both
with a Housing First approach. We excel at getting people housed efficiently and
effectively, all while providing unparalleled customer service to our program
participants, landlords and service provider partners.

Thriving Together is an initiative designed to better prepare a quarter-
million young people within the greater Phoenix metropolitan area
for success from birth to career. The unique initiative brings together
resources from throughout the community to help students improve
educational results as they reach key benchmarks in their
development, placing and keeping them on a path to success.
Metrics: state test assessment scores, high school graduation rates,
…

Melissa Kovacs, Ph.D.
Founder, FirstEval, LLC
mkovacs@firsteval.com
@firsteval

Featured Speaker
Erik Miller
DENVER, CO
@ermiller

SECURING THE
HUMAN
BUILDING A
BETTER IDENTITY
& ACCESS
MANAGEMENT
PROGRAM
THROUGH DATA
ANALYTICS

Wireless Access
Name: IPGuest
Password: IPGuest5280

The Setup
• Go to technical conference with DBAs, Tech
Architects, etc.
• Change settings on phone to match access point
• Sit in the middle of the room
• Wait…
• …but not for very long
• Thank you for falling for my trap

• People couldn’t tell what they were connecting to
• 77 people in the room
• 10 were pwned (13%)
• I didn’t take credentials
• I didn’t take data
• But it was TOO easy!
The Outcome

Why it matters
• People are the weakest security link in any company
• Many security threats are introduced by people
who are just not security conscious (ex: Target,
Home Depot, etc…)
• Once a malicious actor is in your systems, they may
not be discovered for days, weeks, or months
• Our job is to cut off paths through systems…

And that’s where data comes into play…
…but
first…

• Building program to measure risk across
Western Union
• Growing operational & big data analytic
concepts in the information security
world
• Run Western Union’s Governance, Risk &
Compliance system
• Manage three person cyber security
analytics team
• Manage Alteryx Server for WU
• Work with multiple groups to get their
analytic processes off the ground
• Bonus fact: I’m a Phoenix native!
Who am I? Sr. Systems Engineer – Cyber Security Analytics

• Telegram / Telegraph company
• Founded in 1851
• Financial Services
• 200+ countries
• 20,000+ employees and contractors
• 500,000+ global Agent Locations
• $150 billion moved globally in 2015
• Online & mobile presence
• 31 transactions per second
• Bonus facts: First telegram sent in 1851;
last telegram was sent in 2006
A little about Western Union

• Small team of three
• Chris Rodgers – Currently focused on
Agent Location analytics
• XinYuan Liu – Currently focused on
employee behavioral analytics
• Erik Miller – Currently focused on
Identity & Access Management analytics
• Analytics for most people in Information
Security doesn’t mean what you think it
does…
About the Cyber Security Analytics Team
Erik
Chris Xinyuan

• Our team started out as an army of one
• Approached to run a POC on Agent analytics
• Painful process with Excel, Access, MySQL, and 36 input files from six different
sources (Netezza, Business Objects, fraud analytics system, credit & risk
reporting, transaction pattern system, and global Agent listing)
• 100 hours per month spent on producing a risk profile of our 500,000+ Agent
Locations, 200+ countries, over 2 million POS Terminals, 13 security measures,
and all fraud in the past 365 days
• 4,000,000+ records each month
• Now we’re a full fledged Security Analytics shop
Our Start

• IAM means
– Identity (and)
– Access
– Management
• One of the most important, often downplayed
parts of Information Security
• IAM for WU consists of several parts, today,
however, we’ll cover four:
– Access Requests
– Entitlement lifespan (birth to death)
– Privileged Account Management
– System access monitoring
IAM? What Is it?

• Our first steps
– Initially started out as a discovery process
– “Just pull some data and see what you find”
– Realized that the systems had HUNDREDS of tables
– Realized the process owners didn’t understand their
systems
– Realized that the system vendors didn’t understand their
systems
– Realized that no one had really looked at the data in these
systems…ever.
– Realized that our report builders didn’t know the systems
– Realized this was going to be REALLY painful
– Realized that we could really, really, REALLY help!
IAM: It’s kinda painful and awkward

• Access Requests
– Who is requesting what?
– Are we confusing people who request things?
– Are requests being rubber stamped?
• Entitlement Lifecycle
– Who actually has access to what systems?
– Do they need it?
– Are we taking away access when we need to?
• Privileged Account Management
– Are highly privileged accounts being managed?
– What % of our servers are managed?
– In which domains?
– Where are we falling out of compliance?
We knew what we wanted to do...

• To find ties between all of our various tables – in
PAM, in request management, in identity
warehouse
• To determine which columns we could use to tell
stories…
• …and rule out those that are noise
• We created scheduled reports with Server to
show what we’re doing well…
• …and where we can improve
• And, finally, we use it to document our journey
through the IAM team’s data and our
recommendations
• And once that was done…
So we called on Alteryx first…

• To give us a visual presentation layer to better
highlight peer access
• To show when access makes sense…
• …and when it is questionable
• To tell the risk story of our critical system users
• We didn’t aim for “pretty” charts, we aimed for
immediately actionable intel
• Not every chart has to be a work of art…
• …but it should have a story to tell and have a call
to action
We then called on Tableau…

• For easy & inexpensive report distribution
• For metrics for the management of systems
• To tell stories about our user base
• We allow people to create their own
dashboards….
• …and their own reports and discoveries
• We make sure the data being used is the RIGHT
data
And we round it all out with Power BI

• The systems/processes we have been working with in the
last couple of months have been around for years and
years…
• …and years
• Until now, the groups managing the systems didn’t know
what power they had in their data
• In the last few weeks, we have:
– Been able to identify all users who have transitioned roles and not been
relived of their previous entitlement
– Found 4,200 entitlements not used, reducing the confusion of system
owners, end users, and our team
– Identified 1.7 Million accounts on servers at WU, which were managed
by Privileged Access, which were not, and what they typically do
– We were able to document, analyze, and metric the successes &
opportunities of our IAM program
– We were able to create a data dictionary on all of the systems –
something which even the vendors didn’t have!
Alteryx + Tableau + Power BI

• Additional employee / contractor behavior analytics (in progress)
• New development on our Agent Network analytics (in progress)
• Employee job, geographic, title end point usage analytics (Starts Monday)
• Server & asset cataloging and anomaly detection (Starts tomorrow)
• Consolidated risk metrics for all programs (in progress)
• Machine Learning on our massive data sets (in progress)
Our future initiatives - 2017

THERE’S JUST ONE MORE THING…

The Analytics Talk Podcast
• A podcast for analysts
• By analysts
• Panels of amazing speakers…YOU!
• Multiple viewpoints, one topic
• Beginning in May
• Come see me anytime today for a contact
card
• We want YOU!
Visit us, answer the survey, get involved!
Blog: www.theanalyticstalk.com

Featured Speaker
Alex Duke
CINCINNATI, OH
@alexduke

It’s My Data and I Need It
NOW
Self Service Analytics at Road ID
Alex Duke
@alexduke

1
Special Sauce
Our customer service will blow your socks off. We know that EVERY customer
interaction is important. You'll find that Road ID is not just another faceless company. We
are real, down-to-earth people with personality, heart and soul. We will treat YOU the
same way WE want to be treated. It's just that simple.

2
Do it Right
No short cuts. No excuses. We stand behind everything we do and every product we sell. If we
make a mistake, we make it right. Our reputation is our bottom line.

Tableau Drive Methodology
Discover
Design
Develop
Deploy

Discover
Design
Develop
Deploy

3
Ear to the Ground
Eye to the Sky
Listen, identify, improve and innovate. We realize that most great ideas come from those closest
to an issue. We listen more than we talk so we can identify potential problems or areas that
need improvement. We seek out problems and help solve them. We drive evolution in
everything we do.

4
Share the Love
Giving Back is not a secondary obligation. Instead, it is a fundamental reason to be in business.
As an example, "Road ID Gives Back" is an ongoing program where we pledge to donate a
portion of EVERY order to one of 12 excellent causes. As a fun twist, we let YOU tell us which
charity should benefit from YOUR purchase.

Lunch & Learn
Tableau Doctor
Sessions

5
Get on the Bus
We are a great company because we have a team of outstanding individuals that work
hard to achieve common goals. We strive to treat each other as well as we treat our
customers. We have faith in what we do and are passionate in our execution. We
encourage and celebrate hard work, creativity, productivity, having fun, quality work,
efficiency, strong attention to detail and leadership by example. Having great people
enables us to empower our teams to act entrepreneurially, make decisions and to take
informed, responsible risks.

Web Authoring
Web Authoring allows users to create dashboards within Tableau Server –
no Tableau Desktop necessary –
either from scratch or within a workbook.

Forecasting
Use Data Mart to
quickly grab inventory
data
Forecast for the
Group
Determine Current
Product Distribution
Apply Distribution to
Forecast

Important!
Write the forecast back to the
database.

Forecast Product ABC
Product Forecast
Choose a product

6
Whoop it Up
Yeah, Road ID is a serious product and we have some very serious goals. That doesn’t
mean we have to be boring or stuffy. We have fun, we’re a little weird and we laugh as
much as possible. We realize that if we take ourselves too seriously, nobody else will.

Total New Widgets by Day
Total New Widgets by hour for today
New Widgets>

It is my responsibility to raise
awareness and get the data out
about a particular topic so change
can happen.
Responsible Data Vizzer

$10 OFF Coupon
RoadID.com
DAU2017
@alexduke | aduke07@gmail.com

Featured Speaker
Adebayo Adedeji
PHOENIX, AZ
@bayoshoe

133
I am not
- A Programmer
- the king of Coding
- an office Night Crawler
- Not a computer Whiz
Bayo Adedeji?
I am
- A normal finance guy
- Business solution driven
- Work Smart guy
- Lover of time on couch

134
What I do
Planogram
information
Store
Layout
Adjacency
Information
Marketing
Information
Store Linear
Footage
Store Count
Assortment planning and Optimization

135
What I do
Assortment planning and Optimization
Product
Information
Fixture
information
Brand
Information
Marketing
Information
Linear
Footage
Store
Count

136
What I want to know?
How am I
doing? $$
How high is
high? $$
What does
the customer
think? $$
What sells
with what?
$$
Can I? $$ Should I? $$

137
How I analyzed before
Planogram
Database
Floor Planning
Database
Product
Database
External
Data Sources POS
Database
Enrich
Using multiple UI and products, we download data into files and manipulate
manually

Analyze
138
What we do Now!!!
Results
Enrich
Prep & Blend
Input All
Relevant Data

Deeper Understanding
• Industry standard behavioral clustering to drive incremental margin
• Provide customer insights, demographic information and location based
analysis
Speed and Accuracy
• Complex Efficient
• Early visibility to decision impact
• Fast error checking
Scale and Flexibility
• Analyze large amounts of data to drive sales
• One store at a time in-depth analysis
• Merge data sources and clarify actions
Variety of Usage
• Multipurpose tool with versatility
• Anything related to synthesizing data
139
Immediate Return

140
Alteryx vs. Legacy Approach
Performance
Distribution
by Location
6
hours
10
Mins
Demand vs
Supply
(800M rows
of data)
2.5
days
55
mins
Bill of
Material
Estimate
(134k fixture
compare)
3.2
days
15
mins
LCR
Process
(21M Store
Sku
compare)
7.1
days
15
mins
Behavioral
Clustering
with
Constraints
6
Weeks
45
mins
Manual
Alteryx
Process

141
Change Impact Assessment
Data comparison

142
Promotional Space Adjacency
Data Investigation

143
Grouping Stores together based on behavior around a unique product attribution
Statistical Analysis (Clustering)

144
This is an example of output of a behavioral store cluster with no constraint
Analysis Behavioral Clustering for Localization

Location Analysis (Spatial Analysis)
Spatial Analysis for specialty pet understanding the location of top stores as
it aligns to migratory patterns

Location Analysis (Spatial Analysis)
Top 100 Chicken
Stores
Spatial Analysis for Chicken understanding the location of top stores,
distance between stores that have chicken and potential ways of
maximizing locations where it is successful
All Chicken Stores

Alteryx + Power BI
o Consolidation of separately managed Excel Files
o 22,000 Formulas Pointing to 26 files on the network

Alteryx + Power BI
o Two Separate Reports that didn’t tie
(late nights)
o 4 hours per month on Excel
consolidation and report generation
o W/Alteryx, it now takes 1 minute

Alteryx + Power BI
Annotations

Alteryx + Power BI
• Alteryx connects directly to Power BI using the “Publish to Power BI Tool”
• Single click in Alteryx updates everything

Alteryx + Power BI
Power BI = Intuitive/Easy To Create
Deeper Insights

Alteryx + Power BI
Empowering Operations

Mobile
Less Reliance On IT & Legacy Programs

156
Project Accomplished
Business
Insights
Behavioral Analysis
Space optimization
Location based analysis
Predictive Modeling
Data
Comparison
Product Flow analytics
Promotional Space
Analytics
Pre Bill of Material
estimations
Early Inventory Liability
Estimation
Analytics
Localization and Clustering
Predictive Demand
Modeling
Customer Decision Tree and
Dendrogram generation
Pricing Collaboration
Data Blending

Data Analytics
Unleashed
Thank You

Data Analytics Unleashed 2017

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