Book Image

Practical Business Intelligence

Book Image

Practical Business Intelligence

Overview of this book

Business Intelligence (BI) is at the crux of revolutionizing enterprise. Everyone wants to minimize losses and maximize profits. Thanks to Big Data and improved methodologies to analyze data, Data Analysts and Data Scientists are increasingly using data to make informed decisions. Just knowing how to analyze data is not enough, you need to start thinking how to use data as a business asset and then perform the right analysis to build an insightful BI solution. Efficient BI strives to achieve the automation of data for ease of reporting and analysis. Through this book, you will develop the ability to think along the right lines and use more than one tool to perform analysis depending on the needs of your business. We start off by preparing you for data analytics. We then move on to teach you a range of techniques to fetch important information from various databases, which can be used to optimize your business. The book aims to provide a full end-to-end solution for an environment setup that can help you make informed business decisions and deliver efficient and automated BI solutions to any company. It is a complete guide for implementing Business intelligence with the help of the most powerful tools like D3.js, R, Tableau, Qlikview and Python that are available on the market.
Table of Contents (16 chapters)
Practical Business Intelligence
Credits
About the Author
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Preface

Business intelligence is the process of delivering actionable business decisions from analytical manipulation and presentation of data within the confines of a business environment. Business intelligence can be delivered using many different tools, including some that were not even originally intended to be used for BI. This book will focus on building a separate BI application in each chapter using a different BI tool. Some of these tools require the use of open source software such as D3.js (JavaScript), R, and Python. Others require the use of popular data discovery desktop tools such as Microsoft Power BI, Tableau, and QlikSense. 

What this book covers

Chapter 1, Introduction to Practical Business Intelligence, serves as the overall introduction to the book and gives a high-level understanding of what business intelligence is, the intended audience of this book, and a summary of the different technologies that will be used.

Chapter 2, Web Scraping, focuses on data extraction from the Web using web scraping libraries from both R and Python. We will also focus on importing data into our data into SQL Server.

Chapter 3, Analysis with Excel and Creating Interactive Maps and Charts with Power BI, focuses on using pivot tables and charts in Microsoft Excel to help with data analysis. Additionally, we build the first BI application using maps and graphs in Microsoft Power BI.

Chapter 4, Creating Bar Charts with D3.js, introduces D3.js and explains how this JavaScript library can be used to leverage visualizations developed with SVG elements as well as data from a CSV file. Ultimately, we will use both methods to develop a bar chart with SVG elements tied to data from a CSV file.

Chapter 5, Forecasting with R, introduces building line charts and time series with R. Additionally, we incorporate forecasting libraries within R to visualize them with existing time series. RStudio is used to deliver R code to business users.

Chapter 6, Creating Histograms and Normal Distribution Plots with Python, covers data visualizations developed with popular Python libraries, such as matplotlib and seaborn. The main goal of this chapter is to build a histogram and normal distribution plot with the Jupyter Notebook and Python.

Chapter 7, Creating a Sales Dashboard with Tableau, focuses on building a dashboard using Tableau Public against a sales and marketing dataset developed in SQL Server.

Chapter 8, Creating an Inventory Dashboard with QlikSense, focuses on building a dashboard using QlikSense against an inventory dataset developed in SQL Server.

Chapter 9, Data Analysis with Microsoft SQL Server, serves as a wrap-up of the technologies covered as well as focusing on advanced querying techniques that can be deployed in SQL Server.

What you need for this book

This book requires the use of a Windows 7/8/10 OS with at least 2 GB RAM and at least 100 GB of hard drive space. Additionally, the following software will need to be installed:

  • Microsoft SQL Server Express 2014

  • Python 3 and PyCharm

  • R and RStudio

  • Microsoft Power BI and Microsoft Excel

  • Tableau Public

  • QlikSense

  • D3.js

Who this book is for

This book is intended for a wide range audience. Technical folks, whether they be BI developers, data scientists, or even data analysts, will find the chapters based on D3.js, Python, and R right up their alley as they are based heavily on building BI applications with open source technology. More business-savvy folks may find more interest in data discovery desktop tools such as Tableau, Power BI, and QlikSense that are not heavily reliant on code. If you are a business intelligence manager looking to establish a department with a variety of tools to help flesh out your requirements, this book could serve as a good source for interview questions to weed out unqualified candidates.

Conventions

In this book, you will find a number of text styles that distinguish between different kinds of information. Here are some examples of these styles and an explanation of their meaning.

Code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles are shown as follows: "The next lines of code read the link and assign it to the to the BeautifulSoup function."

A block of code is set as follows:

#import packages into the project 
from bs4 import BeautifulSoup 
from urllib.request import urlopen 
import pandas as pd

When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:

<head> 
<script src="d3.js" charset="utf-8"></script>  
  <meta charset="utf-8"> 
  <meta name="viewport" content="width=device-width"> 
  <title>JS Bin</title> 
</head>

Any command-line input or output is written as follows:

C:\Python34\Scripts> pip install -upgrade pip
C:\Python34\Scripts> pip install pandas

New terms and important words are shown in bold. Words that you see on the screen, for example, in menus or dialog boxes, appear in the text like this: "In order to download new modules, we will go to FilesSettings | Project Name | Project Interpreter."

Note

Warnings or important notes appear in a box like this.

Tip

Tips and tricks appear like this.

Reader feedback

Feedback from our readers is always welcome. Let us know what you think about this book-what you liked or disliked. Reader feedback is important for us as it helps us develop titles that you will really get the most out of. To send us general feedback, simply e-mail [email protected], and mention the book's title in the subject of your message. If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, see our author guide at www.packtpub.com/authors.

Customer support

Now that you are the proud owner of a Packt book, we have a number of things to help you to get the most from your purchase.

Downloading the example code

You can download the example code files for this book from your account at http://www.packtpub.com. If you purchased this book elsewhere, you can visit http://www.packtpub.com/support and register to have the files e-mailed directly to you.

You can download the code files by following these steps:

  1. Log in or register to our website using your e-mail address and password.

  2. Hover the mouse pointer on the SUPPORT tab at the top.

  3. Click on Code Downloads & Errata.

  4. Enter the name of the book in the Search box.

  5. Select the book for which you're looking to download the code files.

  6. Choose from the drop-down menu where you purchased this book from.

  7. Click on Code Download.

Once the file is downloaded, please make sure that you unzip or extract the folder using the latest version of:

  • WinRAR / 7-Zip for Windows

  • Zipeg / iZip / UnRarX for Mac

  • 7-Zip / PeaZip for Linux

The code bundle for the book is also hosted on GitHub at https://github.com/asherif844/PracticalBusinessIntelligence. We also have other code bundles from our rich catalog of books and videos available at https://github.com/PacktPublishing/. Check them out!

Downloading the color images of this book

We also provide you with a PDF file that has color images of the screenshots/diagrams used in this book. The color images will help you better understand the changes in the output. You can download this file from https://www.packtpub.com/sites/default/files/downloads/PracticalBusinessIntelligence_ColorImages.pdf.

Errata

Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books-maybe a mistake in the text or the code-we would be grateful if you could report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by visiting http://www.packtpub.com/submit-errata, selecting your book, clicking on the Errata Submission Form link, and entering the details of your errata. Once your errata are verified, your submission will be accepted and the errata will be uploaded to our website or added to any list of existing errata under the Errata section of that title.

To view the previously submitted errata, go to https://www.packtpub.com/books/content/support and enter the name of the book in the search field. The required information will appear under the Errata section.

Piracy

Piracy of copyrighted material on the Internet is an ongoing problem across all media. At Packt, we take the protection of our copyright and licenses very seriously. If you come across any illegal copies of our works in any form on the Internet, please provide us with the location address or website name immediately so that we can pursue a remedy.

Please contact us at [email protected] with a link to the suspected pirated material.

We appreciate your help in protecting our authors and our ability to bring you valuable content.

Questions

If you have a problem with any aspect of this book, you can contact us at [email protected], and we will do our best to address the problem.