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The Sum of Our Parts
Solutions Engineer & Customer Success Senior Data Scientist
The Sum of Our Parts
The Complete Journey
As an organization, we have defined 5 steps that, together, create a
holistic Location Intelligence approach.
Our goal is to empower organizations as they traverse each of these 5
steps.
The Sum of Our Parts
The Complete Journey
1. Data
2. Enrichment
3. Analysis
4. Solutions
5. Integration
The Journey - Data
PostGIS by
CARTO
Import API
SQL API Python SDK
● Spatial database with
multiple ways to connect
and manipulate your data
● Import and connect to a
wide range of data
sources
● Connect with a variety of
services to bring your data
to CARTO
Data
Management
Auth API
The Journey - Enrichment
Augment any data
with demographic
data from around
the globe with easeData
Observatory
Data Services
API
Routing &
Traffic
Geocoding
ETL
Develop robust ETL
processes and
update
mechanisms so
your data is always
enriched
Mastercard Human
Mobility
POI
The Journey - Analysis
Bring CARTO maps and data into
your data science workflows and
the Python data science
ecosystem to work with Pandas,
PySal,PyMC3, scikit-learn, etc.
CARTOFrames
Machine learning embedded in
CARTO as simple SQL calls for
clustering, outliers analysis, time
series predictions, and geospatial
weighted regression.
Crankshaft
Use the power of PostGIS and our APIs to
productionalize analysis workflows in your
CARTO platform.
PostGIS by
CARTO
SQL API Python
SDK
The Journey - Solutions
Builder Dashboard
CARTO.js Airship CARTO VL
Analysis tools for creating
lightweight spatial data science
dashboards and sharing insights
with your team
Develop and build custom spatial
data science applications with a full
suite of frontend libraries
The Journey - Integration
Using CARTO’s APIs and
SDKs, connect your
analysis into the places
that matter most for
you and your team
Let’s apply the journey to
a real world business
question!
How can we analyze and
understand real estate sales
in Los Angeles?
Pains
1. “Disconnected experiences to consume data - it is broken into
separate tools, teams DBs, excels.”
2. “Limited developer time in our team.”
3. “Current data science workflow doesn’t have a geo focus. and Spatial
modeling is cumbersome because I have to export results to XYZ
tool in order to visualize and test my model effectively.”
4. “Having trouble handling and visualizing big datasets.“
Outline the Process
1. Integrate spatial data of past home sales and property locations
in Los Angeles county
2. Enrich the data with a spatial context using a variety of relevant
resources (demographics, mastercard transactions, OSM)
3. Clean and analyze the data, and create a predictive model for
homes that have not sold
4. Present the results in a Location Intelligence solution for users
5. Integrate and deploy the model into current workflows for day
to day use
1. Data
Integrate LA Housing Data
The Los Angeles County Assessor's office provides two different datasets
which we can use for this analysis:
● All Property Parcels in Los Angeles County for Record Year 2018
● All Property Sales from 2017 to Present
2018 Parcel Data
2018 Parcel Data
Import this data into CARTO
using the Sync via Import API
or the COPY command via the
SQL API for efficient streaming
of long CSV data into CARTO.
Past Sales Data
Past Sales Data
Import this data into CARTO
using the built in ArcGIS
Connector, and Sync the
results to keep them up to data
as they are added.
CREATE TABLE la_join AS
SELECT s.*,
p.zipcode as zipcode_p,
p.taxratearea_city,
p.ain as ain_p,
p.rollyear,
p.taxratearea,
p.assessorid,
p.propertylocation,
p.propertytype,
p.propertyusecode,
p.generalusetype,
p.specificusetype,
p.specificusedetail1,
p.specificusedetail2,
p.totbuildingdatalines,
p.yearbuilt as yearbuilt_p,
p.effectiveyearbuilt,
p.sqftmain,
p.bedrooms as bedrooms_p,
p.bathrooms as bathrooms_p,
p.units,
p.recordingdate,
p.landvalue,
p.landbaseyear,
p.improvementvalue,
p.impbaseyear,
p.the_geom as centroid
FROM sales_parcels s
LEFT JOIN assessor_parcels_data_2018 p ON s.ain::numeric = p.ain
Clean and join the data on unique
identifier using a SQL statement in Builder
or via SQL API.
2. Enrichment
Integrate LA Housing Data
Next we want to add spatial context to our housing data to
understand more about the areas around:
● Demographics
● Mastercard (Scores and Merchants) (Nearest 5 Areas)
● Nearby Grocery Stores and Restaurants
● Proximity to Roads
Demographics
Add total population and median income from the US Census via the
Data Observatory in CARTOframes.
query_obs = '''
CREATE TABLE obs_la_half_mile AS
SELECT *,
OBS_GetMeasure(the_geom, 'us.census.acs.B01003001','predenominated','us.census.tiger.census_tract', '2011 -
2015') as total_pop_2011_2015,
OBS_GetMeasure(the_geom, 'us.census.acs.B19013001','predenominated','us.census.tiger.census_tract', '2011 -
2015') as median_income_2011_2015
FROM la_half_mile
'''
# Apply JOB query
batch_job_obs= batchSQLClient.create(query_obs)
# Check status of the Batch Job
status_obs = check_status(batch_job_obs)
# cartodbfy table when table is created
if status_obs == 'done':
cc.query("SELECT cdb_cartodbfytable('obs_la_half_mile')")
Mastercard
Find the merchants and sales/growth scores in the five nearest block
groups to the home via Mastercard Retail Location Insights data
and SQL API
(
SELECT AVG(sales_metro_score)
FROM (
SELECT sales_metro_score
FROM mc_blocks
ORDER BY la_eval_clean.the_geom <-> mc_blocks.the_geom
LIMIT 5
) a
) as sale_metro_score_knn,
(
SELECT AVG(growth_metro_score)
FROM (
SELECT growth_metro_score
FROM mc_blocks
ORDER BY la_eval_clean.the_geom <-> mc_blocks.the_geom
LIMIT 5
) a
) as growth_metro_score_knn
Grocery Stores/Restaurants
Find the number of grocery stores and restaurants using
OpenStreetMap Data and the SQL API.
(
SELECT count(restaurants_la.*)
FROM restaurants_la
WHERE ST_DWithin(
ST_Centroid(la_eval_clean.the_geom_webmercator),
restaurants_la.the_geom_webmercator,
1609 / cos(radians(ST_y(ST_Centroid(la_eval_clean.the_geom)))))
) as restaurants,
(
SELECT count(grocery_la.*)
FROM grocery_la
WHERE ST_DWithin(
ST_Centroid(la_eval_clean.the_geom_webmercator),
grocery_la.the_geom_webmercator,
1609 / cos(radians(ST_y(ST_Centroid(la_eval_clean.the_geom)))))
) as grocery_stores
Roads
See if a home is within one mile of a major highway or trunk highway
using the SQL API and major roads from OpenStreetMap.
(
SELECT CASE WHEN COUNT(la_roads.*) > 0 THEN 1 ELSE 0 END
FROM la_roads
WHERE ST_DWithin(
la_eval_clean.the_geom_webmercator,
la_roads.the_geom_webmercator,
1609 / cos(radians(ST_y(ST_Centroid(la_eval_clean.the_geom)))))
AND highway in ('motorway', 'trunk')
) as highways_in_1mile
3. Analysis
Analysis
The analysis for this project followed the following steps:
● Moran’s I Clusters & Outliers (Exploratory Data Analysis)
● Neighbor Homes Analysis (Spatial Feature Engineering)
● Predictive Modeling & Hyperparameter Tuning (using XGBoost)
Moran’s I
Using Moran’s I to evaluate spatial clusters and outliers via the PySAL
package, we can see these groupings and visualize them in
CARTOframes.
The Sum of Our PartsThe Sum of Our Parts
Moran’s I
The Sum of Our Parts
Neighbor Analysis
Evaluate the attributes of
neighbor properties using
k-nearest neighbor spatial
weights in PySAL to perform
spatial feature engineering.
The Sum of Our PartsThe Sum of Our Parts
def evalNeighbors(data, target, neighbors):
sample_target_neighbors = neighbors[target]
if len(sample_target_neighbors) == 0:
pass
else:
d = data[data['plot_id'].isin(sample_target_neighbors)].loc[:,['median_income_2011_2015',
'merchants_in_1m', 'total_pop_2011_2015', 'restaurants', 'grocery_stores', 'highways_in_1mile',
'sale_metro_score_knn', 'growth_metro_score_knn']].mean()
d['plot_id'] = target
return d
def buildDataframe(targetlist, **args):
newdf = pd.DataFrame(columns = ['plot_id', 'median_income_2011_2015', 'merchants_in_1m',
'total_pop_2011_2015', 'restaurants', 'grocery_stores', 'highways_in_1mile', 'sale_metro_score_knn',
'growth_metro_score_knn'])
for i in targetlist:
try:
newdf = newdf.append(pd.DataFrame(evalNeighbors(neighbors, i, W.neighbors)).T)
except KeyError:
pass
return newdf
The Sum of Our Parts
The Sum of Our Parts
The Sum of Our Parts
Predictive Modeling
Using XGBoost we can use this data to create a regression model to
predict housing prices and push that data back to CARTO using
CARTOframes, never leaving the notebook environment.
The Sum of Our Parts
Predictive Modeling
After hyperparameter tuning the model, we can reduce the Mean
Average Error down to $58,179.78.
The Sum of Our Parts
Feature Importance
4. Solutions
The Sum of Our Parts
Solutions
To present the data and predictive analysis, both on data from the
model that has a sales price and for homes that have not sold, we
can develop a location intelligence application to showcase these
results.
Application Development
Using CARTO VL we can
quickly visualize our data
layers and add a user interface
with Airship, in less than 400
lines of code.
Los-Angeles
Prediction
Explorer
5. Integration
Application Development
Deploy the model via a Python
based API and sync to CARTO
data via the Python SDK to
perform on the fly predictions
for specific properties.
Los Angeles
Property Sales
Prediction
App
The Sum of Our Parts
Other Use Cases
Predicting revenue from different physical retail locations
Identify clusters and groups of specific patterns to optimize
activities such as sales outreach or site selection
Classify property types or buying patterns in a city
Review spatial feature importance for site performance, and
modify models using different spatial
Request a demo at CARTO.COM
Customer Success Manager // jsanchez@carto.com
Senior Data Scientist // andy@carto.com

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The Sum of our Parts: the Complete CARTO Journey [CARTO]

  • 2. The Sum of Our Parts Solutions Engineer & Customer Success Senior Data Scientist
  • 3. The Sum of Our Parts The Complete Journey As an organization, we have defined 5 steps that, together, create a holistic Location Intelligence approach. Our goal is to empower organizations as they traverse each of these 5 steps.
  • 4. The Sum of Our Parts The Complete Journey 1. Data 2. Enrichment 3. Analysis 4. Solutions 5. Integration
  • 5. The Journey - Data PostGIS by CARTO Import API SQL API Python SDK ● Spatial database with multiple ways to connect and manipulate your data ● Import and connect to a wide range of data sources ● Connect with a variety of services to bring your data to CARTO Data Management Auth API
  • 6. The Journey - Enrichment Augment any data with demographic data from around the globe with easeData Observatory Data Services API Routing & Traffic Geocoding ETL Develop robust ETL processes and update mechanisms so your data is always enriched Mastercard Human Mobility POI
  • 7. The Journey - Analysis Bring CARTO maps and data into your data science workflows and the Python data science ecosystem to work with Pandas, PySal,PyMC3, scikit-learn, etc. CARTOFrames Machine learning embedded in CARTO as simple SQL calls for clustering, outliers analysis, time series predictions, and geospatial weighted regression. Crankshaft Use the power of PostGIS and our APIs to productionalize analysis workflows in your CARTO platform. PostGIS by CARTO SQL API Python SDK
  • 8. The Journey - Solutions Builder Dashboard CARTO.js Airship CARTO VL Analysis tools for creating lightweight spatial data science dashboards and sharing insights with your team Develop and build custom spatial data science applications with a full suite of frontend libraries
  • 9. The Journey - Integration Using CARTO’s APIs and SDKs, connect your analysis into the places that matter most for you and your team
  • 10. Let’s apply the journey to a real world business question!
  • 11. How can we analyze and understand real estate sales in Los Angeles?
  • 12. Pains 1. “Disconnected experiences to consume data - it is broken into separate tools, teams DBs, excels.” 2. “Limited developer time in our team.” 3. “Current data science workflow doesn’t have a geo focus. and Spatial modeling is cumbersome because I have to export results to XYZ tool in order to visualize and test my model effectively.” 4. “Having trouble handling and visualizing big datasets.“
  • 13. Outline the Process 1. Integrate spatial data of past home sales and property locations in Los Angeles county 2. Enrich the data with a spatial context using a variety of relevant resources (demographics, mastercard transactions, OSM) 3. Clean and analyze the data, and create a predictive model for homes that have not sold 4. Present the results in a Location Intelligence solution for users 5. Integrate and deploy the model into current workflows for day to day use
  • 15. Integrate LA Housing Data The Los Angeles County Assessor's office provides two different datasets which we can use for this analysis: ● All Property Parcels in Los Angeles County for Record Year 2018 ● All Property Sales from 2017 to Present
  • 17. 2018 Parcel Data Import this data into CARTO using the Sync via Import API or the COPY command via the SQL API for efficient streaming of long CSV data into CARTO.
  • 19. Past Sales Data Import this data into CARTO using the built in ArcGIS Connector, and Sync the results to keep them up to data as they are added.
  • 20. CREATE TABLE la_join AS SELECT s.*, p.zipcode as zipcode_p, p.taxratearea_city, p.ain as ain_p, p.rollyear, p.taxratearea, p.assessorid, p.propertylocation, p.propertytype, p.propertyusecode, p.generalusetype, p.specificusetype, p.specificusedetail1, p.specificusedetail2, p.totbuildingdatalines, p.yearbuilt as yearbuilt_p, p.effectiveyearbuilt, p.sqftmain, p.bedrooms as bedrooms_p, p.bathrooms as bathrooms_p, p.units, p.recordingdate, p.landvalue, p.landbaseyear, p.improvementvalue, p.impbaseyear, p.the_geom as centroid FROM sales_parcels s LEFT JOIN assessor_parcels_data_2018 p ON s.ain::numeric = p.ain Clean and join the data on unique identifier using a SQL statement in Builder or via SQL API.
  • 22. Integrate LA Housing Data Next we want to add spatial context to our housing data to understand more about the areas around: ● Demographics ● Mastercard (Scores and Merchants) (Nearest 5 Areas) ● Nearby Grocery Stores and Restaurants ● Proximity to Roads
  • 23. Demographics Add total population and median income from the US Census via the Data Observatory in CARTOframes.
  • 24. query_obs = ''' CREATE TABLE obs_la_half_mile AS SELECT *, OBS_GetMeasure(the_geom, 'us.census.acs.B01003001','predenominated','us.census.tiger.census_tract', '2011 - 2015') as total_pop_2011_2015, OBS_GetMeasure(the_geom, 'us.census.acs.B19013001','predenominated','us.census.tiger.census_tract', '2011 - 2015') as median_income_2011_2015 FROM la_half_mile ''' # Apply JOB query batch_job_obs= batchSQLClient.create(query_obs) # Check status of the Batch Job status_obs = check_status(batch_job_obs) # cartodbfy table when table is created if status_obs == 'done': cc.query("SELECT cdb_cartodbfytable('obs_la_half_mile')")
  • 25. Mastercard Find the merchants and sales/growth scores in the five nearest block groups to the home via Mastercard Retail Location Insights data and SQL API
  • 26. ( SELECT AVG(sales_metro_score) FROM ( SELECT sales_metro_score FROM mc_blocks ORDER BY la_eval_clean.the_geom <-> mc_blocks.the_geom LIMIT 5 ) a ) as sale_metro_score_knn, ( SELECT AVG(growth_metro_score) FROM ( SELECT growth_metro_score FROM mc_blocks ORDER BY la_eval_clean.the_geom <-> mc_blocks.the_geom LIMIT 5 ) a ) as growth_metro_score_knn
  • 27. Grocery Stores/Restaurants Find the number of grocery stores and restaurants using OpenStreetMap Data and the SQL API.
  • 28. ( SELECT count(restaurants_la.*) FROM restaurants_la WHERE ST_DWithin( ST_Centroid(la_eval_clean.the_geom_webmercator), restaurants_la.the_geom_webmercator, 1609 / cos(radians(ST_y(ST_Centroid(la_eval_clean.the_geom))))) ) as restaurants, ( SELECT count(grocery_la.*) FROM grocery_la WHERE ST_DWithin( ST_Centroid(la_eval_clean.the_geom_webmercator), grocery_la.the_geom_webmercator, 1609 / cos(radians(ST_y(ST_Centroid(la_eval_clean.the_geom))))) ) as grocery_stores
  • 29. Roads See if a home is within one mile of a major highway or trunk highway using the SQL API and major roads from OpenStreetMap.
  • 30. ( SELECT CASE WHEN COUNT(la_roads.*) > 0 THEN 1 ELSE 0 END FROM la_roads WHERE ST_DWithin( la_eval_clean.the_geom_webmercator, la_roads.the_geom_webmercator, 1609 / cos(radians(ST_y(ST_Centroid(la_eval_clean.the_geom))))) AND highway in ('motorway', 'trunk') ) as highways_in_1mile
  • 32. Analysis The analysis for this project followed the following steps: ● Moran’s I Clusters & Outliers (Exploratory Data Analysis) ● Neighbor Homes Analysis (Spatial Feature Engineering) ● Predictive Modeling & Hyperparameter Tuning (using XGBoost)
  • 33. Moran’s I Using Moran’s I to evaluate spatial clusters and outliers via the PySAL package, we can see these groupings and visualize them in CARTOframes.
  • 34. The Sum of Our PartsThe Sum of Our Parts Moran’s I
  • 35. The Sum of Our Parts Neighbor Analysis Evaluate the attributes of neighbor properties using k-nearest neighbor spatial weights in PySAL to perform spatial feature engineering.
  • 36. The Sum of Our PartsThe Sum of Our Parts def evalNeighbors(data, target, neighbors): sample_target_neighbors = neighbors[target] if len(sample_target_neighbors) == 0: pass else: d = data[data['plot_id'].isin(sample_target_neighbors)].loc[:,['median_income_2011_2015', 'merchants_in_1m', 'total_pop_2011_2015', 'restaurants', 'grocery_stores', 'highways_in_1mile', 'sale_metro_score_knn', 'growth_metro_score_knn']].mean() d['plot_id'] = target return d def buildDataframe(targetlist, **args): newdf = pd.DataFrame(columns = ['plot_id', 'median_income_2011_2015', 'merchants_in_1m', 'total_pop_2011_2015', 'restaurants', 'grocery_stores', 'highways_in_1mile', 'sale_metro_score_knn', 'growth_metro_score_knn']) for i in targetlist: try: newdf = newdf.append(pd.DataFrame(evalNeighbors(neighbors, i, W.neighbors)).T) except KeyError: pass return newdf
  • 37. The Sum of Our Parts
  • 38. The Sum of Our Parts
  • 39. The Sum of Our Parts Predictive Modeling Using XGBoost we can use this data to create a regression model to predict housing prices and push that data back to CARTO using CARTOframes, never leaving the notebook environment.
  • 40. The Sum of Our Parts Predictive Modeling After hyperparameter tuning the model, we can reduce the Mean Average Error down to $58,179.78.
  • 41. The Sum of Our Parts Feature Importance
  • 43. The Sum of Our Parts Solutions To present the data and predictive analysis, both on data from the model that has a sales price and for homes that have not sold, we can develop a location intelligence application to showcase these results.
  • 44. Application Development Using CARTO VL we can quickly visualize our data layers and add a user interface with Airship, in less than 400 lines of code.
  • 47. Application Development Deploy the model via a Python based API and sync to CARTO data via the Python SDK to perform on the fly predictions for specific properties.
  • 49. The Sum of Our Parts Other Use Cases Predicting revenue from different physical retail locations Identify clusters and groups of specific patterns to optimize activities such as sales outreach or site selection Classify property types or buying patterns in a city Review spatial feature importance for site performance, and modify models using different spatial
  • 50. Request a demo at CARTO.COM Customer Success Manager // jsanchez@carto.com Senior Data Scientist // andy@carto.com