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Qualitative Text Analysis
Using Azure and Power BI
Sanil Mhatre
@sqlsuperguru
https://sqlwithsanil.wordpress.com/
https://github.com/SQLSuperGuru
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
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
Qualitative vs Quantitative Data & Analysis
• Qualitative
• 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
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
Use Case
• Employee Survey at Acme Corp.
• 2 Questions
• 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
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
Text Analytics API
• Cloud based service - natural language processing over raw text
• 3 types of analysis
https://docs.microsoft.com/en-us/azure/cognitive-services/text-analytics/overview
Take it for a spin
• Try out the Text Analytics API - https://azure.microsoft.com/en-
us/services/cognitive-services/text-analytics/
• Create Cognitive Services API Account in Azure
• Demo
• Location – Not available everywhere
• Pricing – Free Tier
• Endpoints
• Access keys
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
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
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
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 : https://docs.microsoft.com/en-us/power-bi/service-dashboards
• Demo – Build the Dashboard
• Insights (The bulb on your Data sets)
• Natural Language Queries (Ask) for Dashboards
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
Tableau vs Power BI
• Power BI
• 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
Other Analytics Tools
• Vertica
• 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
Resources
• Qualitative or Quantitative Data - https://cyfar.org/qualitative-or-quantitative-data
• Quantitative Data Analysis - https://cyfar.org/analysis-quantitative-data
• Azure Cognitive Services Text Analytics - https://docs.microsoft.com/en-us/azure/cognitive-services/text-analytics/overview
• Power BI Desktop - https://powerbi.microsoft.com/en-us/desktop/
• Text Analytics with Power BI - https://docs.microsoft.com/en-us/azure/cognitive-services/text-analytics/tutorials/tutorial-power-bi-key-phrases
• Power BI Service - https://docs.microsoft.com/en-us/power-bi/service-basic-concepts
• Dashboards in Power BI Service - https://docs.microsoft.com/en-us/power-bi/service-dashboards
• Tableau - https://www.tableau.com/
• Vertica Pulse -
https://my.vertica.com/docs/8.1.x/HTML/index.htm#Authoring/Pulse/PulseCookbook.htm%3FTocPath%3DVertica%2520Pulse%7CPulse%2520Cookbook%7C_____0
• R Tidytext package - https://cran.r-project.org/web/packages/tidytext/vignettes/tidytext.html
• R syuzhet package - https://cran.r-project.org/web/packages/syuzhet/vignettes/syuzhet-vignette.html
• My GitHub for the R code use in Demos - https://github.com/SQLSuperGuru
Thank you
Q&A
Sanil Mhatre
@sqlsuperguru
https://sqlwithsanil.wordpress.com/
https://github.com/SQLSuperGuru

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Text Mining & Sentiment Analysis with Power BI & Azure

  • 1. Qualitative Text Analysis Using Azure and Power BI Sanil Mhatre @sqlsuperguru https://sqlwithsanil.wordpress.com/ https://github.com/SQLSuperGuru
  • 2. 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
  • 3. 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
  • 4. Qualitative vs Quantitative Data & Analysis • Qualitative • 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
  • 5. 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
  • 6. Use Case • Employee Survey at Acme Corp. • 2 Questions • 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
  • 7. 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
  • 8. Text Analytics API • Cloud based service - natural language processing over raw text • 3 types of analysis https://docs.microsoft.com/en-us/azure/cognitive-services/text-analytics/overview
  • 9. Take it for a spin • Try out the Text Analytics API - https://azure.microsoft.com/en- us/services/cognitive-services/text-analytics/ • Create Cognitive Services API Account in Azure • Demo • Location – Not available everywhere • Pricing – Free Tier • Endpoints • Access keys
  • 10. 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
  • 11. 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
  • 12. 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
  • 13. 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 : https://docs.microsoft.com/en-us/power-bi/service-dashboards • Demo – Build the Dashboard • Insights (The bulb on your Data sets) • Natural Language Queries (Ask) for Dashboards
  • 14. 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
  • 15. Tableau vs Power BI • Power BI • 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
  • 16. Other Analytics Tools • Vertica • 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
  • 17. Resources • Qualitative or Quantitative Data - https://cyfar.org/qualitative-or-quantitative-data • Quantitative Data Analysis - https://cyfar.org/analysis-quantitative-data • Azure Cognitive Services Text Analytics - https://docs.microsoft.com/en-us/azure/cognitive-services/text-analytics/overview • Power BI Desktop - https://powerbi.microsoft.com/en-us/desktop/ • Text Analytics with Power BI - https://docs.microsoft.com/en-us/azure/cognitive-services/text-analytics/tutorials/tutorial-power-bi-key-phrases • Power BI Service - https://docs.microsoft.com/en-us/power-bi/service-basic-concepts • Dashboards in Power BI Service - https://docs.microsoft.com/en-us/power-bi/service-dashboards • Tableau - https://www.tableau.com/ • Vertica Pulse - https://my.vertica.com/docs/8.1.x/HTML/index.htm#Authoring/Pulse/PulseCookbook.htm%3FTocPath%3DVertica%2520Pulse%7CPulse%2520Cookbook%7C_____0 • R Tidytext package - https://cran.r-project.org/web/packages/tidytext/vignettes/tidytext.html • R syuzhet package - https://cran.r-project.org/web/packages/syuzhet/vignettes/syuzhet-vignette.html • My GitHub for the R code use in Demos - https://github.com/SQLSuperGuru