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Cloud Quests

Elevate your workflow skills by solving real-world challenges using the Alteryx Analytics Cloud Platform.

Cloud Quest #5: Client Rating Analysis

mikecusic
Alteryx Community Team
Alteryx Community Team

Hi Maveryx,

 

We posted the solution JSON file to Cloud Quest #4. Check it out and let us know what you think! Send suggestions to academy@alteryx.com or leave a comment below!

 

Let’s dive into this week's quest!

 

Download the provided JSON start file and upload it into your Analytics Cloud library. For more detailed instructions on how to import and export Designer Cloud workflow files, check out the pinned article  Cloud Quest Submission Process Update.

 

Scenario:

 

Understanding client feedback has been critical for companies to improve their products and services. In your role as a data analyst, you are assigned the task of analyzing client feedback to measure their satisfaction and enhance the quality of services at your company.

 

For this task, you will need to manually connect the two provided datasets:

 

  • Clients_dataset.csv: Contains information about each client, including their Client ID.
  • Requests_dataset.csv: Includes each client's Request Number (identical to the Client ID), Status (indicates whether the request has been processed), Status2 (provides a comment), and Professional (the name of the client).

Your tasks are:

 

  1. Count the number of clients (Professional) with a Status of Evaluated who left comments of Below Expectations, Exceeded Expectations, or Met Expectations in the Status2 field.
  2. Identify the three clients (Professional) who provided the highest average ratings. The ratings are on a scale of 1 to 5 where 5 is the highest.

 

Hint 1: Client and Professional are distinct fields. The Client field displays the Company Name, while the Professional field shows the individual client's name.

Hint 2: Start by filtering the data at the beginning to only include entries where Status = Evaluated.

Hint 3: Remember to combine the dataset using Client ID and RequestNumber as the key fields.

 

Spoiler
A combination of the Join, Filter, Summarize, and Sample tools should solve your problem, but not necessarily in this sequence.

If you find yourself struggling with any of the tasks, feel free to explore these interactive lessons in the Maveryx Academy for guidance:

 

Once you have completed your quest, go back to your Analytics Cloud library. Download your workflow solution file as a JSON file. You can also capture a screenshot of your finalized workflow in Designer Cloud. Include your JSON file and workflow screenshot as attachments to your comment on this post.

 

Here’s to a successful quest!

 

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38 REPLIES 38
Dlawless610
7 - Meteor

I did a little extra. 

 

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mceleavey
17 - Castor
17 - Castor

Another one in the books.

 

Spoiler
I'm liking the new functionality in some of the tools, such as sorting in Sample. If only we could have multi-clause in the filter without having to drop into writing the whole thing out manually. Maybe an AND/OR button that opens another clause...
Anyway, I digress.

I simply ensured the "Interpret Column Datatypes" option is checked, otherwise you would need another Select tool to change the data types, filtered the Requests to only show where Status = "Evaluated", then joined on Client ID and RequestNumber.
The first task was then just a simple summarise grouping by the Right_Status field and counting the Professional column.
The second task was another Summarise tool grouping by Professional and calculating the Average of the Rating field. Then a sample tool was applied to sort descending on the rating field and sampling the first three.

Workflow.png

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Bulien

Shelbey
Alteryx
Alteryx
Spoiler
Screenshot 2024-05-29 145949.png
Towers
11 - Bolide

easy one

Spoiler
Screenshot 2024-05-30 164517.png



phottovy
13 - Pulsar
13 - Pulsar

Ooh, another badge!!!

 

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mshishido
8 - Asteroid

my sol

ggruccio
ACE Emeritus
ACE Emeritus

Becoming more familiar with the Cloud environment.

 

Spoiler
Screenshot 2024-07-03 135326.png
TonyaS
Alteryx
Alteryx

I'm doing these out of order and this was a nice break after 9, 10 and 11. 

 

Spoiler
CloudQuest5-TS-Solution_screen.pngCloudQuest5-TS-Solution_Task2_screen.png

I built an App in App Builder for extra credit. 

CloudQuest5-TS-App.pngCloudQuest5-TS-App-orchestration.png

Tonya Smith
Sr. Technical Product Manager, cloud App Builder
AlteryxAlexB
Alteryx
Alteryx

Kept it simple for this one!

 

Spoiler
Cloud Quest 5.jpg