MBA 504 Data Analysis, Problem Solving

and Digital Operations

Workshop Five
Demonstration of BI Tools
 COMMONWEALTH OF AUSTRALIA
Copyright Regulations 1969

WARNING
This material has been reproduced and communicated to
you by or on behalf of Kaplan Business School pursuant to
Part VB of the Copyright Act 1968 (the Act).

The material in this communication may be subject to

copyright under the Act. Any further reproduction or
communication of this material by you may be the subject of
copyright protection under the Act.

Do not remove this notice.

2
 Using BI Tools

• We will explore some basic operations

with common BI tools – Tableau and
Spotfire.
 Example of a Typical BI Tool
Connect to Data
The first thing to do when you start is to connect to
your data. For example in Tableau:

4
 Example

Connect to Data (cont.)

5
 Example
Build a View
– After you connect to a data source, fields are
displayed in the Data pane on the left side of the
workbook as dimensions and measures.

6
 Example

Build a View (cont.)

7
 Example

Build a View (cont.)

8
 Example

Create a Story
– After you create a view, you can present it in a
story and show how facts are connected,
provide context, and demonstrate how decisions
relate to outcomes.

9
 Example

Create a Story (cont.)

10
 Activity

The preceding examples used screen shots

from Tableau – Try to recreate the steps with a
trial version of your BI tool of choice
 Example Company Data
Data Table
Table
Company Market Share Year Market Growth
Pros-IT 0.0% 2007 17.9%
Pros-IT 12.4% 2008 16.6%
Pros-IT 22.9% 2009 16.7%
Pros-IT 30.0% 2010 14.4%
RTY-C 8.8% 2007 16.6%
RTY-C 10.6% 2008 17.2%
RTY-C 24.7% 2009 17.4%
RTY-C 26.5% 2010 14.6%
Kell 3.5% 2007 17.6%
Kell 17.6% 2008 17.6%
Kell 21.2% 2009 16.2%
Kell 17.6% 2010 15.2%
Boston Matrix
 Solution

Activity: Whilst the diagram on this slide illustrates the solution, only you are
able to articulately interpret it. In groups, develop a 2-minute presentation
that explains this analysis in an easy-to-understand manner.

Company
18.0% 2007
Kell
17.8% 2008 2007
Pros-IT
17.6%
RTY-C 2009
17.4%
2008
17.2%
17.0%
16.8% 2009
2008 2007
16.6%
16.4%
Market Growth

16.2%
16.0%
2009
15.8%
15.6%
15.4% 2010
15.2%
15.0%
14.8% 2010
14.6%
2010
14.4%

30.0% 28.0% 26.0% 24.0% 22.0% 20.0% 18.0% 16.0% 14.0% 12.0% 10.0% 8.0% 6.0% 4.0% 2.0% 0.0%

Market Share
 Oil Well Production

Segment of a data table that shows

production values for wells (identified
by APINUMBR
 Summary Tables
Column UniqueCount
APINUMBR 1420
LEASE 212
POOL 34
SECTION 33
FIELD 28
AREA 19
RANGE 15
OPERATOR 12
TOWNSHIP 11

PROD DATE APINUMBRWELLSTATUS COUNTY WELLTYPE COMPLETION DATPOOL API GRAVITY OILPRODON
01/12/2007
01/12/2007 3026062 A
2954493 I Kern
Kern OG
OG 10/15/2004
01/01/1977 Randolph
Stevens 38.00 0
0 00
01/12/2007 2936224 A Kern OG 01/01/1977 Miocene 0 0
01/12/2007 2936225 A Kern OG 01/01/1977 Miocene 0 0
01/12/2007 2936228 A Kern OG 01/01/1977 Miocene 0 0
01/12/2007 2936231 A Kern OG 01/01/1977 Miocene 0 0
01/12/2007 2936232 A Kern OG 01/01/1977 Miocene 0 0
01/12/2007 2936233 A Kern OG 01/01/1977 Miocene 0 0
01/12/2007 2936234 A Kern OG 01/01/1977 Miocene 0 0
01/12/2007 2936237 A Kern OG 01/01/1977 Miocene 0 0
01/12/2007 2958858 I Kern OG 01/01/1979 No Pool Breakdown 13.00 0 0
01/12/2007 2936282 I Kern OG 04/01/1952 No Pool Breakdown 13.00 0 0
01/12/2007 2936283 I Kern OG 06/01/1952 No Pool Breakdown 13.00 0 0
01/12/2007 2936284 I Kern OG 08/01/1952 No Pool Breakdown 13.00 0 0
01/12/2007 2936285 I Kern OG 03/01/1953 No Pool Breakdown 13.00 0 0
01/12/2007 2936286 I Kern OG 03/01/1953 No Pool Breakdown 13.00 0 0
01/12/2007 2936287 I Kern OG 03/01/1953 No Pool Breakdown 13.00 0 0
01/12/2007 2936288 I Kern OG 05/01/1953 No Pool Breakdown 13.00 0 0
01/12/2007 2936289 I Kern OG 05/01/1953 No Pool Breakdown 13.00 0 0
01/12/2007 2936290 I Kern OG 11/01/1953 No Pool Breakdown 13.00 0 0
01/12/2007 2936278 I Kern OG 07/01/1959 No Pool Breakdown 13.00 0 0
01/12/2007 2936291 I Kern OG 11/01/1953 No Pool Breakdown 13.00 0 0
01/12/2007 2936292 I Kern OG 12/01/1953 No Pool Breakdown 13.00 0 0
01/12/2007 2936279 I Kern OG 11/01/1958 No Pool Breakdown 13.00 0 0
01/12/2007 2936281 I Kern OG 09/01/1959 No Pool Breakdown 13.00 0 0
 Production Dashboard

Activity: Whilst the diagram on this slide illustrates the solution, only you are
able to articulately interpret it. In groups, develop a 2-minute presentation
that explains this analysis in an easy-to-understand manner.
 Stock Sorting

This data pertains to stocks collected over a six month

period. The goal is to use K-means clustering (a
machine learning technique) to organise stocks
based on the trend in their closing price.
 Snapshot of Data

Date Stock Ticker Symbol Open High Low Close Volume Adj Close ans Clustering
18/11/2010 YHOO 16.40 17.17 16.29 16.99 46,500,100 16.99 4
17/11/2010 YHOO 16.21 16.33 16.11 16.15 10,305,800 16.15 4
16/11/2010 YHOO 16.45 16.49 16.10 16.24 23,484,100 16.24 4
15/11/2010 YHOO 16.56 16.89 16.33 16.60 18,921,100 16.60 4
12/11/2010 YHOO 16.65 16.75 16.40 16.55 17,374,100 16.55 4
11/11/2010 YHOO 16.63 16.86 16.52 16.80 15,310,600 16.80 4
10/11/2010 YHOO 17.00 17.01 16.75 16.94 17,012,600 16.94 4
09/11/2010 YHOO 17.22 17.60 16.86 16.97 56,218,900 16.97 4
08/11/2010 YHOO 16.29 16.50 16.25 16.44 15,561,500 16.44 4
05/11/2010 YHOO 16.18 16.40 16.18 16.27 13,414,000 16.27 4
04/11/2010 YHOO 16.31 16.35 16.02 16.20 26,484,700 16.20 4
03/11/2010 YHOO 16.21 16.23 16.01 16.17 17,325,500 16.17 4
02/11/2010 YHOO 16.29 16.40 16.18 16.19 9,964,700 16.19 4
01/11/2010 YHOO 16.50 16.52 16.08 16.15 14,360,600 16.15 4
29/10/2010 YHOO 16.37 16.52 16.33 16.49 16,013,700 16.49 4
28/10/2010 YHOO 16.45 16.45 16.31 16.40 12,689,500 16.40 4
27/10/2010 YHOO 16.40 16.43 16.20 16.42 13,764,400 16.42 4
26/10/2010 YHOO 16.22 16.48 16.20 16.46 22,349,000 16.46 4
25/10/2010 YHOO 16.30 16.44 16.15 16.40 17,251,500 16.40 4
22/10/2010 YHOO 15.90 16.41 15.86 16.31 24,264,100 16.31 4
21/10/2010 YHOO 15.90 16.00 15.73 15.97 26,935,500 15.97 4
20/10/2010 YHOO 15.79 16.25 15.79 15.80 37,790,200 15.80 4
19/10/2010 YHOO 15.73 15.80 15.37 15.49 32,678,600 15.49 4
18/10/2010 YHOO 16.20 16.28 15.75 15.93 35,876,500 15.93 4
15/10/2010 YHOO 16.17 16.73 15.90 16.25 58,481,800 16.25 4
 Time series of stock prices
The line chart shows the trend of stocks. We will use k-means clustering to
organise these stocks by trend. The magnitude of the stock prices are
not important.
318.6 53.67 Marking:
33.5 6.73 Marking
47.2 16.3
19.8 44.8 Color by
45.4 22.95 Stock Ticker Symbol
83.5 6.92
44.6 36.56 AAPL
37.75 32.77 ABT
30.9 5.89
15.5 17 ADBE
627 2.62 AFFX
22.34 38.34
ANF
... ...
BAC
Avg(Adj Close)

BBY
BGG
237.8 45.06 BKS
25.6 3.8
30.2 11.16 BP
11.77 31.3 BSX
27 16.56
55.2 5.13 CAH
30 29.78 CAT
31.38 22.85 CCL
19.26 3.5
11.6 9.88 DIS
436 1.05 DOW
16.77 33.32
... ... EBAY
EK
01/06/2010 01/07/2010 01/08/2010 01/09/2010 01/10/2010 01/11/2010 ETFC
F
Date
 K-Means clustering
“K-means clustering is an unsupervised machine learning algorithm for
partitioning a dataset into separate clusters where instances (of the
dataset) in each cluster are similar to each other.” (Livani, Nguyen, Denzinger,
Ruhe, & Banack 2013, p. 169)
1 2 3 Marking:
33.5 23 Marking
19.8 34.2
... ... Color by
Stock Ticker Symbol

25.6 16.6 AAPL

11.8 26.8 ABT
... ...
ADBE
4 5 6 AFFX
33.5 23 ANF
19.8 34.2
... ... BAC
Avg(Adj Close)

BBY
BGG
25.6 16.6
11.8 26.8 BKS
... ... BP
BSX
7 8 9
33.5 23 CAH
19.8 34.2 CAT
... ...
CCL
DIS
25.6 16.6 DOW
11.8 26.8
... ... EBAY
EK
01/06/2010 01/09/2010 01/06/2010 01/09/2010 01/06/2010 01/09/2010 ETFC
F
Date
 K-Means clustering

Activity: In groups, discuss the following questions:

• How many clusters is a reasonable number to have?

• What are the strengths and limitations of the method?

• What is the general interpretation/idea/usefulness of

each cluster?

• Is there only one “optimal cluster” or are there

sometimes non-unique, and still useful, ways of
forming clusters?
 RESOURCES

• Tableau
– Tableau student (free): http://www.tableau.com/academic/students

– Online training: http://www.tableau.com/learn/training

– Quick start guide: http://www.tableau.com/support/manuals/quickstart

• Spotfire
– https://spotfire.tibco.com/

– Resource Library: https://spotfire.tibco.com/resources

• Power BI
– Analyze & Visualize with Power BI -
https://www.youtube.com/watch?v=tHqdUdzpBng&list=PL1N57mwBHtN0JFoKS
R0n-tBkUJHeMP2cP

– Getting Started with Power BI -

https://www.youtube.com/watch?v=Qgam9M8I0xA

23
 Activity: Report Analysis (30 min)

• Form 4 groups and interpret the section of the

report assigned to your group.
– Report for interpretation emailed to you by Subject
Coordinator
• Sections
1. How is the report structured – could you make any
improvements?
2. What are the key insights – how were they
presented.
3. What quantitative/statistical methods were used?
4. What Qualitative Methods

• Discuss findings with class.