the get-well guide for excel analysts - dlt · pdf filethe get-well guide for excel analysts...

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THE GET-WELL GUIDE FOR EXCEL ANALYSTS Analysts are working with more and bigger datasets than ever before. In addition, the amount of data sources they need to access continues to expand. While Microsoft Excel readily solves many ad hoc needs, it does not fit the data blending and advanced analytic needs that analysts require today. OVER-DEPENDENCE ON EXCEL CAN RESULT IN THE POOR HEALTH OF YOUR DATA AND YOUR ANALYST.

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Page 1: THE GET-WELL GUIDE FOR EXCEL ANALYSTS - DLT · PDF fileTHE GET-WELL GUIDE FOR EXCEL ANALYSTS Analysts are working with more and bigger datasets than ever before. In addition, ... With

THE GET-WELL GUIDEFOR EXCEL ANALYSTS

Analysts are working with more and bigger datasets than ever before. In addition, the amount of data sources they need to access continues to expand. While Microsoft Excel readily solves many ad hoc needs, it does not fit the data blending and advanced analytic needs that analysts require today.

OVER-DEPENDENCE ON EXCEL CAN RESULT IN THE POOR HEALTH OF YOUR DATA AND YOUR ANALYST.

Page 2: THE GET-WELL GUIDE FOR EXCEL ANALYSTS - DLT · PDF fileTHE GET-WELL GUIDE FOR EXCEL ANALYSTS Analysts are working with more and bigger datasets than ever before. In addition, ... With

5 SYMPTOMS OF EXCELOVER-DEPENDENCE 1Most illnesses carry some telltale symptoms, and analysts with Excel Over-Dependence are no different. These symptoms affect analyst outcomes and contribute to their lack of productivity. 

DO YOU HAVE THE TELLTALE SYMPTOMS OF EXCEL OVER-DEPENDENCE?

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2 WARNING SIGNS:

Do you feel unfulfilled by your existing Excel workflow, learning curve, or lost productivity?

Do you wish you could tap into all of your unrealized data analyst potential?

Do you aspire to things you believe could never be accomplished with your existing analytics tools?

IF YOU SAID YES TO ANY OF THESE, ALTERYX MIGHT BE RIGHT FOR YOU.

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3 MULTIPLE DATA SOURCE INSOMNIA

SYMPTOM

More data means more sources of data. In Excel, blending multiple data sources such as Access, SQL, cloud-based data, social media data, and other spreadsheets can be complex or even impossible without the help of a crew of data specialists or other tools.

Scripting, lookups, and SQL queries in Excel are notfor the faint of heart—especially at 2 AM.

BUT WHAT HAPPENS WHEN I.T. ISN’T AVAILABLE FOR A LAST-MINUTE CRUNCH?

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4 ALTERYXREMEDY

By removing the need to manage multiple Excel files, open multiple Excel windows, and construct complicated VLOOKUP or join commands, Alteryx allows analysts to access and blend data of any type and source through easy-to-use drag-and-drop tools. You may even get a good night's sleep.

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5 MANUAL DATA PROCESSING & CALCULATION FIXATION

SYMPTOM

Analysts must often juggle many cross-updating spreadsheets and tabs within spreadsheets linked by VLOOKUPs and other functions in perfect harmony.

BUT WHAT HAPPENS WHEN THE PERFECT SPREADSHEET CALL GOES WRONG, LEAVING ONLY VAGUE ERRORS LIKE #NAME, #REF, AND #NA?

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6 ALTERYXREMEDY

Fixate no more. Alteryx’s workflow enables you to actually see each step, function, filter, join, and select—without harming the data—as data progresses.

THAT WAY, IF YOUR CALCULATIONS OR DATA SOURCES CHANGE, IT'S EASY TO KNOW WHERE TO START AND WHAT NEEDS TO CHANGE.

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7 DIRTY-DATA-PHOBIASYMPTOM

Excel limits the ability to cleanse, restructure, and reformat data, leading analysts to rely on I.T. to deliver the data sets they need.

DATA CAN BE DIRTY, FRAUGHT WITH ERRORS, AND OFTEN MISSING PARTS ALTOGETHER.

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8 ALTERYXREMEDY

FEAR NOT. ALTERYX USES EASY DRAG-AND-DROP TOOLS TO CLEANSE DATA.

Now you can readily restructure, reformat, transform, and replace missing values [useful for those annoying NULL() values] with confidence.

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9 REPETITION MALAISE

SYMPTOM

MANY ANALYSTS ARE FACED WITH THE TEDIOUS CHORE OF REPEATEDLY PRODUCING THE SAME REPORTS AND TASKS.

Although some automation is doable, it often requires creating macros (or Visual Basic scripting) and manual intervention (or fragile hacks) to succeed.

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10 ALTERYXREMEDY

Imagine effortlessly emailing a report without VBA or macros. With the intuitive, self-documenting workflow of Alteryx, it’s easy. Better still...

ONCE CREATED, A WORKFLOW CAN BE MODIFIED OR ENHANCED FOR FUTURE UPDATES AND ANALYSIS.

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11 ANALYSISPARALYSIS

SYMPTOM

Today's analysts are often asked to provide actionable, timely insight through a combination of geospatial data, predictive models, and visualizations.

Without on-staff Excel gurus, analysts often struggle to find the techniques and right tools to pull this off...

POTENTIALLY STOPPING APROJECT IN ITS TRACKS.

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12 ALTERYXREMEDY

Designed to encourage creative data exploration, Alteryx empowers every analyst to delve deep into data blending and advanced analytics...

CREATING DEEPER INSIGHTS IN HOURS, NOT WEEKS.

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13 EXCEL OVER-DEPENDENCE CAN BE SERIOUS...

Combining best-of-breed data blending, analytics, and reporting with 60+ built-in tools for spatial and R-based predictive analytics, you too can experience the unparalleled ease and freedom of the fastest analytics platform in the industry: Alteryx.

BUT IT DOESN’T HAVE TO BE PERMANENT.

SEE HOW OTHER LEADERS IN THE FIELD HAVE OVERCOME THEIR OWN EXCEL OVER-DEPENDENCE WITH ALTERYX.

+ + + =

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14 MAJOR U.S. HEALTH CARE PROVIDER

CASE STUDY 1

With Alteryx, one major U.S. health care provider can now pull data from a variety of sources through automated, scheduled processes; perform data blending from more than six different sources; and transform data to make effective business decisions. 

Facilitating inter-departmental communication, Alteryx was used to create a customer communication outreach decision tree that pushes notifications to a SharePoint list. Using Alteryx, the company can now readily blend data from phone calls, reprocessing requests, complaints and customer master data—creating a unified, scalable solution for easy analysis and action.

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15 GLOBAL MANUFACTURING COMPANY

CASE STUDY 2

With Alteryx, this global manufacturing company consolidated three difficult challenges into one elegant automated solution.

Produce clean monthly Excel CSV survey data files

Point the clean data at Tableau for reshaping that often pressed Excel limits as extracts grew unwieldy

Refine and analyze the data in Tableau, requiring numerous calculations before reporting on the outcome

With Alteryx, they consolidated everything into one clean workflow, resulting in business process improvements and automatic contact for stakeholders in the field.

No 3. No 2.No 1.

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16 ALTERYX SIDE EFFECTS MAY INCLUDE:

Designed to encourage creative data exploration, Alteryx empowers even the most junior of analysts to delve deep into data blending and predictive and geospatial analytics —creating valuable insight in minutes or hours, not days.

ASK YOUR ANALYTICS DOCTOR IF ALTERYX IS RIGHT FOR YOU!

VISIT ALTERYX.COM/DOWNLOAD TO GET A FREE 14-DAY PRESCRIPTION.

PREDICTABLE PREDICTIVE ANALYSIS

FEELINGS OF EUPHORIA

ENHANCED PRODUCTIVITY

IMPROVED SELF-ESTEEM FROM DATA EMPOWERMENT

ENVIABLE GEOSPATIAL AWARENESS

NEWFOUND OFFICE POPULARITY