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Qualitative Text Analysis
Using Azure and Power BI Sanil Mhatre @sqlsuperguru
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About me Senior Developer – Data Analytics @ WWT
DBA, Developer, Architect, Amateur Data Scientist Oracle, SQL Server, My SQL, DB2, Mongo, Vertica Cloud, Big Data & Hadoop, Data Visualization Speaking, Blogging & volunteering
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Agenda From Qualitative to Quantitative Employee Survey for Acme Corp.
AI + Cognitive Services – Text Analytics APIs Power BI ETL with Power BI & Azure Visual Analytics Dashboards & Power BI Service Gaining useful Insights Q&A
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Qualitative vs Quantitative Data & Analysis
Data consists of Words & Narratives Analysis includes Key Words, Themes & Concepts Understand perceptions, look for themes Examples : Transcripts, Comments, Free form text responses to surveys Quantitative Data is numeric Summarize/Aggregate, slice & dice Use statistical techniques to draw conclusions Examples : Anything that can be counted and measured Number of responses to a survey, Number of participants in a study Shoe size, temperature
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Combining Techniques Perform Qualitative Analysis on Text
Translate the text to some Numeric measure (sentiment score) Perform Quantitative Analysis on the score Descriptive Statistics Range, Min, Max, Frequency Measures of Central Tendency Mean – The Average Median – The middle score after values are numerically ordered Mode – The most frequently occurring value More Insights by combining Qualitative & Quantitative Analysis
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Use Case Employee Survey at Acme Corp. 2 Questions Free form Text
1. Is there anything unique or unusual about this company that makes it a great place to work? 2. If you could change one thing about this company to make it a better place to work, what would it be? Free form Text 252 replies 995 lines 12,368 words Lets take a look at the Excel document
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AI + Cognitive Services
Microsoft AI + Cognitive Services A collection of machine learning & AI algorithms in the Azure cloud Artificial Intelligence Machine Learning services Azure bot service Azure Batch AI Cognitive Services Vision Speech Language (Text Analytics is a part of this group) Knowledge Search
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Text Analytics API Cloud based service - natural language processing over raw text 3 types of analysis
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Take it for a spin Try out the Text Analytics API - us/services/cognitive-services/text-analytics/ Create Cognitive Services API Account in Azure Demo Location – Not available everywhere Pricing – Free Tier Endpoints Access keys
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Power BI Desktop Desktop Product for Data Analytics & Visualization
Connects to variety of Data sources ETL – Prepare and Model Data Advanced Analytics Interactive reports and visualizations Share Quick tour
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Power BI Desktop in action
Demo Import the Excel file Filter the responses to remove NULL See the Relationships Pane Create Custom Functions Invoke the Custom Functions to add columns for KeyPhrases & SentimentScore Adjust Data Source Permission settings if needed Round the score to 2 decimals Create Bins for Sentiment Score
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Visualizations in Power BI Desktop
Demo Summary Page Text box Cards for # of Questions & # Responses Word Cloud (Qualitative) Details Page (Descriptive statistics) Slicer for filtering by Question Score Gauge Box & Whiskers Plot – Mean, Median, Max, Min Histogram – Frequency Responses Page (Curated Raw text) Slice by question & Response Score Bin See all the associated response texts
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Power BI Service Share this report with .pbxi file
Publish to Power BI service Dashboards, Reports, workbooks & datasets Organized into workspaces Dashboard A canvas that uses visualizations to tell a story Tiles and Pages can be pinned from reports to one or more dashboards More information about Dashboards : Demo – Build the Dashboard Insights (The bulb on your Data sets) Natural Language Queries (Ask) for Dashboards
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Gaining Useful Insights
How many employees responded Word Cloud – Trends/what are people talking about ? Descriptive statistics on Sentiment Scores What is the overall perception/feeling Range, Mean, Median, Outliers Distribution – Responses seem polarizing How do these numbers compare between the 2 questions See the raw response text, sliced by Question Response Score Bin Share, Collaborate
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Tableau vs Power BI Power BI Tableau Easier ETL and invoking APIs
Easier to visualizations Tiles are easier to move and size to page/canvas grid Slices and Page/Report level filters can create some confusion Tableau Creating some visualizations like Gauge or WordCloud requires several manual steps Filters are easier to work with at both worksheet and Dashboard level Moving & sizing various worksheets on a Dashboard manually can get tedious
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Other Analytics Tools Vertica R
Distributed columnar Database & Big Data/Advanced Analytics Platform Pulse Package for Text Analysis functions Easy to use SQL Interface Expensive R Popular for data analytics Extensive libraries and capabilities Easy to use , powerful , creative Requires familiarity with R programming language Free Desktop Limited by memory of the machine Demo
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Resources Qualitative or Quantitative Data - Quantitative Data Analysis - Azure Cognitive Services Text Analytics - Power BI Desktop - Text Analytics with Power BI - Power BI Service - Dashboards in Power BI Service - Tableau - Vertica Pulse - R Tidytext package - R syuzhet package - My GitHub for the R code use in Demos -
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Thank you Q&A Sanil Mhatre @sqlsuperguru
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