Engine Works

Under the hood of Alteryx: tips, tricks and how-tos.
Raffaela
Alteryx
Alteryx

In today's data-driven landscape, effective data analysis is critical for organizations to make informed decisions and drive growth. To streamline and simplify the data analysis process, we have created three powerful templates: KPI Deep Dive, Executive Summary, and Correlation Analysis. These templates are meticulously designed to enhance efficiency, precision, and productivity, providing users with valuable insights into their datasets. In this blog post, we will explore each template's unique features and benefits, empowering our community to unlock the full potential of their data. 
 

KPI Deep Dive Template

 

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The KPI Deep Dive template facilitates a comprehensive exploration of key performance indicators (KPIs) within a dataset. With this template, users can select their desired dataset and measure, allowing for a tailored analysis of specific KPIs. The template is organized into multiple pages, offering an in-depth understanding of different segments and their impact on the chosen measure. 

 

How it Works: 

  • Page 1: The initial page is based on the user's dataset and measure selection. 
  • Pages 2-7: Breakdowns on these pages are determined by calculating the "target importance" for each combination of segment and simple measure. Segments with low relevancy scores are excluded, and the remaining segments are shown as candidates. Each candidate is assigned scores based on various factors, and the top six segments are used to create breakdown pages. 

 

Key Benefits: 

  • Tailored analysis: Users can focus on specific KPIs by selecting their preferred dataset and measure. 
  • Relevancy-based approach: The template automatically determines the most relevant segments for analysis, saving time and effort. 
  • Comprehensive breakdowns: The breakdown pages provide detailed insights into segment impact, allowing users to make informed decisions based on the data. 

 

Executive Summary Template

 

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The Executive Summary template enables users to create concise yet informative reports, highlighting the key measures and insights from their datasets. With this template, users can select the dataset and generate an executive-level summary that captures the most relevant information for decision-makers. 

 

How it Works: 

  • Measure Selection: The template employs a scoring logic to evaluate measures based on factors such as keyword relevance, field type, and calculation type. The top five measures are then selected and analysed analyzed individually on each of the five pages. 

 

Key Benefits: 

  • Concise and informative: The Executive Summary template condenses complex data into a visually appealing and easy-to-understand format, suitable for executive-level decision-making. 
  • Intelligent measure selection: The scoring logic ensures that the most impactful measures are highlighted, providing key insights to stakeholders. 
  • Streamlined reporting: Users can quickly generate executive-level summaries, saving time and effort in preparing reports. 

 

Correlation Analysis Template

 

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The Correlation Analysis template empowers users to identify and explore relationships between different measures within their datasets. By selecting the desired dataset and measures, users can delve into correlations and uncover valuable insights for data-driven decision-making. 

 

How it Works: 

  • Page 1: The initial page is based on the user's dataset and measure selection. 
  • Page 2: Picks The second page picks the segment which has the highest rank by the multi-measure segments nomination logic and uses it as a breakdown on of the first measure selected to determine the filters for the following pages. 
  • Pages 3-5: These pages explore common causes of larger totals determined on page 2 and then used as filters for pages 3-5.  

 

Key Benefits: 

  • Comprehensive correlation exploration: Users can identify relationships and patterns between different measures, leading to a deeper understanding of their datasets. 
  • User-centric analysis: The template allows for flexibility in the dataset and measure selection, ensuring relevant insights based on specific requirements. 
  • Performance-oriented approach: By prioritizing speed and variety in results, the template balances accuracy with efficient analysis. 

 

Conclusion 

 

In today's data-driven world, efficient and speedy data analysis is crucial for organizations to stay ahead. Our templates are designed to minimize user input and provide rapid insights. With Mission templates, users can generate comprehensive reports within seconds after making their dataset and measure selections, saving valuable time and effort. 

 
These templates empower users to delve into specific KPIs, create concise executive summaries, and explore correlations effortlessly. By automating complex calculations and leveraging intelligent algorithms, our software simplifies the analysis process, allowing users to focus on interpreting the results and making informed decisions. 

 
Embrace the efficiency and speed of our data analysis templates, and unlock the full potential of your data analysis endeavors. Experience the difference of instant insights and effortless reporting, empowering you to make data-driven decisions with confidence. 
 

Want to learn more about Auto Insights and see the new features in action? Sign up for a demo today