Power BI and Sales

Sales Management Dashboard with Power BI The example below creates a Power BI sales dashboard solution to visualize sales data for a sales manager.  The data is loaded into Power BI to create several views that enable everyone from Sales Managers to Sales Reps to gain insights into the performance of the sales team. To Read More …

Power BI Data Quality

Build Power BI Data Quality Dashboards Organizations continue to struggle with data quality in their applications.  Finding and cleaning core data elements can often be time consuming and difficult to organize.  Business users need an easy way to see current issues in their data as well as make changes in source applications to see the Read More …

Executive Dashboard with Power BI

Create Executive Dashboards using Power BI Managers need the ability to see data from different areas of the business.  Organizing this data into easy to use visualizations enables you to determine trends and discover insights.  In addition, you can create mashups that pull data from different sources into a single dashboard view.  Executive Dashboard with Read More …

Power BI and Capital Projects

Tracking Capital Projects with Power BI This example pulls data related to projects and creates a dashboard that enables users to quickly see actual vs budget and variance.  The status of the projects are shown as well as the breakout of projects by sponsor.  The graphs are interactive and can be filtered by selecting a Read More …

Power BI and Credit Union Membership

Credit Union Membership Map in Power BI This example uses membership data for a fictional credit union to map the members by zipcode.  A heatmap is then created to show which zip codes have the most members.  The darker the color the more members are in that zip code.  In addition, the 4 branch locations Read More …

Power BI and Retail Sales

Retail Sales Dashboard with Power BI The example below creates a Power BI solution to visualize retail sales data from each store.  The data is loaded into Power BI to create several views that enable everyone from store managers to regional executives to gain insights into the performance of stores and products.  Easily see the Read More …

Power BI and Text Mining

Finding the Loch Ness Monster The example below uses the sighting information from LochNessSightings.com to determine the area that provides your best chance of viewing the Loch Ness Monster.  This report is based on the out of mining the text descriptions using RapidMiner to find the common nouns in the text.  Then the out is stored Read More …

Better Understand Your Credit Union Members

Increase Membership with Analytics Leverage advanced data visualization tools to better understand your members and increase membership with analytics.  By combining your credit union member information and external postal code level demographic data.  Maps can be created that color code each postal code based on the concentration of members.  For example, in the graph below Read More …

2018 CIO Review Business Intelligence Solution Provider

CDO Advisors included in the Top 20 Business Intelligence Solution Providers We were just included as a 2018 CIO Review Business Intelligence Solution Provider. While data analytics solutions such as BI and predictive analytics have already emerged as an integral factor in bolstering the value chain of big businesses, the Small and Medium Businesses (SMB) are Read More …

SQL Server Tabular Models (SSAS) and Power BI

Use SQL Server SSAS Tabular Models to Enhance your Power BI reports Companies with SQL Server licenses running in production most likely already own but are not using SQL Server Analysis Services (SSAS).  To get the most from your existing investment in SQL licenses.  Companies should explore how SQL Server SSAS Tabular Models  can increase the performance Read More …

Primed-AP (Analytic Process)

What is the Primed-AP Methodology? CDO Advisors has launched Primed Analytics Process Homepage to publish content related to our newly published Analytic Process.  The Primed-AP © process was created based on years of experience working with business users to implement predictive analytics.  Existing methodologies focus on the data science tasks but do not include the required tasks Read More …

Marketing Customer Information File Overview

Marketing Customer Information File (MCIF) Many financial organizations already have a custom customer view called a marketing customer information file.  Other industries have these as well, called by different name such as master patient index in the healthcare space.  These files are created through existing software or internal jobs to merge data from various sources Read More …

Speaking at the Global Predictive Analytics Conference

Implementing Predictive Analytics into Operational Workflows I will be presenting on April 3rd 2018 in Santa Clara, CA at the Global Predictive Analytics Conference.  My session focuses on how to build predictive analytics and integrate the model into your business.  I will examine two use cases: Customer Churn and Cross Selling and demonstrate the process Read More …

Increase Value by Creating a 360 Degree Customer View

Creating a 360 Degree Customer View Businesses today have a wealth of data and limited information and knowledge.  Unless you are using a single application to run your business, you will need to integrate your data to achieve data driven insights. Gaining knowledge about your customers and all of their interactions can enable you to Read More …

Applying Predictive Analytics

Applying Predictive Analytics Predictive Analytics Learn the 5 steps to leverage data mining and predictive analytics to improve your business.  Leverage your data assets to improve decision making, increase revenue and decrease expenses.  Signup to download our Infographic on applying predictive analytics. Our quick start packages enable you to start leveraging advanced analytics in as little Read More …

RapidMiner Market Basket Sample

RapidMiner Market Basket One method to create a targeted cross selling model is to use historical customer information and apply the prediction to existing customers.  In this example, I will be using fictitious customer account data for a financial institution such as a bank or credit union to create a RapidMiner Market Basket predictive model.  Read More …

Power BI Leveraging Tabular Models

Power BI Direct Query Power BI can be used in one of two modes to access data.  The import option loads data from the source data to the Power BI model.  Queries are then processed directly against the data in the model.  Using the DirectQuery option, on the other hand, leaves at the source and Power Read More …

Cross Selling and Predictive Analytics

Increase Revenue Cross Selling with Predictive Analytics Want to understand how data mining and predictive analytics can help you target the best customers for cross selling or up selling opportunities?  By building a predictive analytics model that leverages historical data from your company.  A model can be built and applied to your active customer base Read More …

Predicting Employee Churn with Data Mining

Use Data Mining to Identify Employees at Risk of Churn For organizations that have a lot employees that are in high turnover positions predicting employee churn with data mining can help to reduce and retain top talent.  By collecting data on employees and then building a predictive model using employees that have left the organization. Read More …

Using Power BI to Visualize Houston Crime Stats

Houston Crime Data The city of Houston provides high level details on crime statistics via Excel files on the police website.  These statistics are stored in monthly files available via Excel or Access.  In order to better understand the crime data I created a single Excel file that stored the data from August 2016 to December Read More …

Overview of CRISP-DM to Improve Business Decisions

CRISP-DM Mr. Wilson published an article on CIO Review that explores how to leverage the Cross Industry Standard Process for Data Mining CRISP-DM.  In this article, Leveraging JMP to Impove Business Decisions  he discusses how using the CRISP-DM process can help you create more value from your data and analytics initiatives.