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Exploratory Seminar #39 - How to Use Parameters

Exploratory Seminar #39 - How to Use Parameters

The Parameter feature is one of the strong features in Exploratory. It makes your chart, analytics, dashboard, notes, slides, and data interactive in a very flexible way. In this seminar, Kan will introduce the basics and demonstrate how to use the Parameter in the following scenarios.

* Parameterize Data
* Parameterize Chart
* Parameterize Dashboard
* Parameterize Calculations
* Parameterize SQL Queries

Kan Nishida

March 25, 2021
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  1. EXPLORATORY Online Seminar #39 3/24/2021 (Wed) 11AM PT How to

    Use Parameter - SQL, Filter, & Calculation, Dashboard -
  2. Kan Nishida CEO/co-founder Exploratory Summary In Spring 2016, launched Exploratory,

    Inc. to democratize Data Science. Prior to Exploratory, Kan was a director of product development at Oracle leading teams to build various Data Science products in areas including Machine Learning, BI, Data Visualization, Mobile Analytics, Big Data, etc. While at Oracle, Kan also provided training and consulting services to help organizations transform with data. @KanAugust Speaker
  3. 5 Questions Communication Data Access Data Wrangling Visualization Analytics (Statistics

    / Machine Learning) Data Analysis Data Science Workflow
  4. 6 Questions Communication (Dashboard, Note, Slides) Data Access Data Wrangling

    Visualization Analytics (Statistics / Machine Learning) Data Analysis ExploratoryɹModern & Simple UI
  5. EXPLORATORY Online Seminar #39 3/24/2021 (Wed) 11AM PT How to

    Use Parameter - SQL, Filter, & Calculation, Dashboard -
  6. 1. Parameterize Data 2. Parameterize Chart 3. Parameterize Dashboard 4.

    Parameterize SQL 5. Parameterize Calculation Agenda
  7. 1. Parameterize Data 2. Parameterize Chart 3. Parameterize Dashboard 4.

    Parameterize SQL 5. Parameterize Calculation Agenda
  8. This is Sales data. Each row represent each order of

    a product from a given customer.
  9. Now, my team mates can open the data page in

    their web browsers and download the data.
  10. 17 Me Team Mates I want data for Europe. I

    want data for Africa. I want data for Asia. Exploratory Server
  11. 19 This data uses this Filter step to filter the

    data by a ‘Market is USCA’ condition.
  12. Instead of ‘hard-coding’ the Market value, we can use Parameter

    to make it dynamic. You can create a new parameter from here.
  13. Select the same data frame and the step before the

    Filter step to get a list of values from the Market column.
  14. Select a value from the dropdown and click on the

    Run button. It will filter the data to keep only the ‘Europe’ market data.
  15. In order to use the Parameter, you want to turn

    on the ‘Use Parameter’ mode first.
  16. Once the data is returned, then you can click on

    the ‘Download’ button to download the data if you want.
  17. 31 Me Team Mates I want data for Europe. I

    want data for Africa. I want data for Asia. Exploratory Server By parameterizing the data, everyone can get their own preferred data set. Publish
  18. 1. Parameterize Data 2. Parameterize Chart 3. Parameterize Dashboard 4.

    Parameterize SQL 5. Parameterize Calculation Agenda
  19. Since the data for this chart is coming from the

    step with the parameter, you can change the parameter to update the data shown in the chart.
  20. Now, I have created another chart, but this time it

    is pinned to the Source step, that is before the Filter step.
  21. 1. A Quick Introduction to Parameter with Filter 2. Parameterize

    Data 3. Parameterize Chart 4. Parameterize Dashboard 5. Parameterize SQL 6. Parameterize Calculation
  22. When we click on the Parameter button, we can see

    the ‘Market’ parameter, which is automatically added.
  23. It adds all the parameters that are used to generate

    the data for the charts. This time, the bar chart (left side) is the one using the Parameter.
  24. Now, I want to add a parameter to show the

    Line chart to show the sales trend for either Returned orders or Not Returned orders.
  25. Select ‘Set all values when no value is selected’. This

    is convenient when you want to return all the rows by not selecting any value for this parameter.
  26. Now, when you open the dashboard again, you will see

    the new parameter ‘Returned’ being automatically added.
  27. When you change the Returned parameter value, it will update

    only the line chart (right side), not the bar chart.
  28. 52 Me Team Mates I want data for Europe. I

    want data for Africa. I want data for Asia. Exploratory Server I can publish the dashboard to Exploratory Server to share with my team mates. And, everyone can see the data of their interest shown in the dashboard by using the Parameter! Publish
  29. 56 This parameter is used in a Analytics Filter that

    effects only this chart that is from ‘Time Series Forecasting with Prophet’.
  30. 57 All you need is to add parameters to Step,

    Chart, and Analytics. Then all the required parameters will show up automatically in the Parameter pane.
  31. 1. Parameterize Data 2. Parameterize Chart 3. Parameterize Dashboard 4.

    Parameterize SQL 5. Parameterize Calculation Agenda
  32. 59 Team Mates I want data for Europe. I want

    data for Africa. I want data for Asia. Exploratory Server By parameterizing the data, everyone can get their own preferred data set.
  33. 60 Team Mates I want data for Europe. I want

    data for Africa. I want data for Asia. Exploratory Server These parameters are used in the Filter step of the Data Wrangling steps inside Exploratory.
  34. 61 Team Mates I want data for Europe. I want

    data for Africa. I want data for Asia. Exploratory Server But the data is originally coming from a database. σʔλ
  35. 62 Team Mates I want data for Europe. I want

    data for Africa. I want data for Asia. Exploratory Server Instead of getting all the data into Exploratory and doing the filtering inside Exploratory, can’t we make the database do the filtering? σʔλ
  36. 63 Team Mates I want data for Europe. I want

    data for Africa. I want data for Asia. Exploratory Server Yes, you can! You can parameterize SQL! σʔλ SQL
  37. 71 This time, select ‘List of Values (Multi Select)’ input

    type so that we can select multiple categories.
  38. 73 If you want to get the values dynamically from

    the database you can create another data frame with a SQL query, then use the data frame for the list of values.
  39. 74 You can type ‘@‘, which will show you a

    list of the parameters to pick from.
  40. 75 Once you select the ‘Category’ parameter you can click

    ‘Refresh’ button in the parameter pane. This will show the Category parameter.
  41. 76 By selecting the categories and clicking on the Run

    button, it will submit an updated SQL query to the database and get the updated data set accordingly.
  42. 82 You can use the Date Picker to select a

    specific date, which will update the SQL query’s condition and get an appropriate data.
  43. 85 You can update the parameter values and click the

    Run button. This will send an update SQL query and get the data back from the database.
  44. 1. Parameterize Data 2. Parameterize Chart 3. Parameterize Dashboard 4.

    Parameterize SQL 5. Parameterize Calculation Agenda
  45. I have published this chart. It shows the ratio of

    orders from the repeated purchase customers.
  46. 89 Orders from Repeated Customers The 2nd or further orders.

    Orders from New Customers 1st time order.
  47. 90 Some people have different definitions of ‘Repeat Customers’. More

    than twice! More than 3 times! More than 4 times!
  48. The ‘Repeat Order’ column looks at the ‘Nth Order’ column

    value and see if it is greater than 2 or not.
  49. Currently, it is hard-coded as 2, but we want to

    make it dynamic with Parameter.
  50. Now you see a slider, which you can use to

    set the Repeat Criteria value.