Market Insight Release Notes

Transcription

1 Market Insight Release Notes July Publish date:

2 Table of Contents 1. Executive Summary Target Audience Features Updated User Interface (UI) Updated Wizards Look & Feel Integration With R New Exporting Option for Storyboards Output Wizard Improvements Support Case Insensitive Selection for UTF-8 Text Variables Improve usability of sequencing dialogs New Thematic Shading Market Insight Orbit Page 2 of 17

3 1. EXECUTIVE SUMMARY This document outlines the Market Insight (MI) features that are scheduled to be released to production in July, The key functional areas affected by this release are: UI: Updates to the general look and feel of the Market Insight user interface. This is the first step in a multi-step process to improve the user experience within Market Insight. This release focuses exclusively on the general look of the UI to bring it up to speed with modern UI design principles. Integration with R: MI users with a can now create models in R and bring those into Market Insight. Orbit: Market Insight Orbit is a new browser-based, platform-independent sharing application that works on tablets, phones and desktop computers. This initial version of the feature allows marketers and data analysts to deliver storyboards to colleagues and share insights with non- MI users. (This feature requires configuration before it will be live in a customer s Market Insight system.) 1.1 Target Audience This document is intended for all users of Market Insight. Page 3 of 17

4 2. FEATURES This section outlines the new features and improvements to Market Insight. 2.1 Updated User Interface (UI) This release of Market Insight sees the first concrete steps towards the redesign of the user interface. The aim is to modernize the look and feel, and to bring it up to date with the latest design standards and improve the user experience. The left-hand panel has an updated look incorporating new icons, tab positions, fonts and colors. Throughout the application background colors, form backgrounds, and list item colors have all been standardized. Please note that these UI changes apply only to the look and feel of Market Insight. These changes do not affect the workflows or how the application functions. Page 4 of 17

5 2.2 Updated Wizards Look & Feel The Market Insight wizards have been updated with reference to the latest style guidelines from Microsoft. An example of one wizard is shown below. The main changes are: Removal of the images on the left-hand panel. All the possible steps in the wizard are shown in the left-hand panel. The current step is highlighted and the completed steps are visible. The back arrow button has moved to the top left corner. Where a decision has to be made on a particular page, answering that question will automatically move you on, rather than requiring you to press the Next button. Better layout of the wizard content in the main panel. New titles at the top of each wizard page. Some text has been removed where it was deemed unnecessary, although we have been generally conservative in removing too much of the explanatory text. Page 5 of 17

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7 2.3 Integration With R MI users with a can now create models in R and bring those into Market Insight. This extends the range of modelling techniques available within MI. This is done from the Modelling Environment by clicking on the new R button on the toolbar. Your chosen variables and selections will then be used to populate the R Model tool. There are specific options for Linear and Logistic Regression via the Modelling function drop down menu. There is also a User Defined option for other modelling techniques available in R that you want to utilize. Page 7 of 17

8 When you press the Build R Model button the R model building technique is invoked with the selected data and then the resulting summary from R is shown within the R Output tab. A.pmml file is written into the MI Public directory which can be accessed immediately by clicking on the Apply R Model as Expression button within the R Model dialog. You can then use the expression to apply the model to a selection of records. You can use the Model Report tool to compare this method against our Market Insight modelbuilding mechanisms (with a bit of extra work in MI to create a suitable virtual variable). Page 8 of 17

9 You can also create your own RMarkdown document (which is essentially a HTML page with embedded R code that can refer to the dataframe used to train the model, and the model itself) and place this in your Public/RModels directory in the File Explorer. When the model is built, this document is converted into an HTML page and displayed in a tab alongside the R Input / Output tabs, as can be seen in the example below. There can be any number of reports generated. The name of each tab is configurable. This new feature allows expert R users to provide their own sensible output formats to validate particular models from within MI. This visual way of interpreting the models gives a clearer indication of how reliable or strong the model is. It helps you work more efficiently by visually assessing the model from within the Market Insight UI. Page 9 of 17

10 2.4 New Exporting Option for Storyboards A new button has been added to the Storyboard ribbon bar to support exporting charts out to Word. 2.5 Output Wizard Improvements The Output Wizard can be used to output a Cube/Tree into a text file. We have improved this mechanism such that now: Dimension names are better presented Measure names are better presented Not a Number NaN markers are removed from the output Statistics hidden in the display in MI are omitted Some calculated measures are now calculated. Unsupported ones are removed after giving a friendly warning message. Note that not all calculated measures are supported. 2.6 Support Case Insensitive Selection for UTF-8 Text Variables Until now the Match Case checkbox on text selections has been disabled on UTF8 systems. This server-side enhancement has added support for this type of selection on text variables. Note: Case-insensitive matching has some inherent limitations. We only know the locale that is configured for the Market Insight system. If text in languages that are incompatible with this locale is included in the Market Insight system then the result of upper casing and hence case-insensitive matching may not always be as expected. For example: In English the letter "i" matches uppercase letter "I". In Turkish this is not the case. Say the Market Insight system was configured as English locale but one variable contained text from both English and Turkish source languages. In this case a case-insensitive match on a target string including an "i" would match both "i" and "I" across all the text. This is what an English user might expect but a Turkish user would find it wrong. If you changed the system locale to Turkish then the problem would be reversed. Page 10 of 17

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12 2.7 Improve usability of sequencing dialogs Sequencing dialogs can be difficult to use when there are a large number of codes in a nominal variable which has been chosen as the ordering variable. Where there are more than 20 codes, a filter box is now shown at the top of this dialog, and an Import button allows codes to be matched from an import file containing the preferred order of codes. This makes it much easier to search the list manually or to define a new order for the list using the Import button. Page 12 of 17

13 2.8 New Thematic Shading We have introduced two new thematic shading mechanisms that each use a two-way range to highlight values above and below a threshold. The example below has been shaded based on the Index statistic with a threshold of 100. This quickly shows us that there are fewer than the expected proportion of Manufacturing sites with 1-4 employees (Blue) and more than expected Agriculture/Forestry/Fishing with 1-4 employees (Red). The new options from the Thematic menu Type drop down box are: Equal Ranges from Threshold Half the ranges are used for equal sized bands between the minimum value and the threshold and half are used for (probably different but) equal sized ranges between the threshold and the maximum value. Quantile Ranges from Threshold Half the ranges are used for equally populated bands between the minimum value and the threshold and half are used for (probably different but) equally populated ranges between the threshold and the maximum value. Quantiles from Absolute Threshold Prepares two sets of equally populated ranges, the first set covering values from the most negative value to the negative threshold value and the second set covering values from the positive threshold value to the maximum positive value in the data. For example, if you request 10 ranges in total, you will get 10 equally populated (i.e. decile) bands for the range from most negative value to negative threshold value, 1 band for the range between negative and positive threshold value and 10 equally populated bands for the range from positive threshold to the maximum positive value. The negative bands will be coloured in shades from the low colour to the normal colour, the central band will be shaded in the normal colour and the positive bands will be coloured in shades from the normal colour to the high colour. Page 13 of 17

14 Equal Ranges From Absolute Threshold Prepares similar bands but with equally sized rather than equally populated bands either side of the positive / negative threshold value. Page 14 of 17

15 2.9 Market Insight Orbit Market Insight Orbit is a new browser-based, platform-independent sharing application that works on tablets, phones and desktop computers. The initial version of the software allows marketers and data analysts to deliver storyboards to colleagues and share insights with non-mi users. In the future you will be able to interact with Market Insight Orbit to create further visualizations. Shared storyboards, initially created in the Market Insight data analytics tool, are displayed in Orbit as Collections and can be sequenced and annotated to create engaging reports. With Orbit you can tell and share the stories hidden within your data. Please contact your D&B account representative if you wish to deploy Market Insight Orbit. Page 15 of 17

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