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How-To Tutorials - Data

1230 Articles
article-image-how-to-handle-categorical-data-for-machine-learning-algorithms
Packt Editorial Staff
20 Sep 2019
9 min read
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How to handle categorical data for machine learning algorithms

Packt Editorial Staff
20 Sep 2019
9 min read
The quality of data and the amount of useful information are key factors that determine how well a machine learning algorithm can learn. Therefore, it is absolutely critical that we make sure to encode categorical variables correctly, before we feed data into a machine learning algorithm. In this article, with simple yet effective examples we will explain how to deal with categorical data in computing machine learning algorithms and how we to map ordinal and nominal feature values to integer representations. The article is an excerpt from the book Python Machine Learning - Third Edition by Sebastian Raschka and Vahid Mirjalili. This book is a comprehensive guide to machine learning and deep learning with Python. It acts as both a clear step-by-step tutorial, and a reference you’ll keep coming back to as you build your machine learning systems.  It is not uncommon that real-world datasets contain one or more categorical feature columns. When we are talking about categorical data, we have to further distinguish between nominal and ordinal features. Ordinal features can be understood as categorical values that can be sorted or ordered. For example, t-shirt size would be an ordinal feature, because we can define an order XL > L > M. In contrast, nominal features don't imply any order and, to continue with the previous example, we could think of t-shirt color as a nominal feature since it typically doesn't make sense to say that, for example, red is larger than blue. Categorical data encoding with pandas Before we explore different techniques to handle such categorical data, let's create a new DataFrame to illustrate the problem: >>> import pandas as pd >>> df = pd.DataFrame([ ...            ['green', 'M', 10.1, 'class1'], ...            ['red', 'L', 13.5, 'class2'], ...            ['blue', 'XL', 15.3, 'class1']]) >>> df.columns = ['color', 'size', 'price', 'classlabel'] >>> df color  size price  classlabel 0   green     M 10.1     class1 1     red   L 13.5      class2 2    blue   XL 15.3      class1 As we can see in the preceding output, the newly created DataFrame contains a nominal feature (color), an ordinal feature (size), and a numerical feature (price) column. The class labels (assuming that we created a dataset for a supervised learning task) are stored in the last column. Mapping ordinal features To make sure that the learning algorithm interprets the ordinal features correctly, we need to convert the categorical string values into integers. Unfortunately, there is no convenient function that can automatically derive the correct order of the labels of our size feature, so we have to define the mapping manually. In the following simple example, let's assume that we know the numerical difference between features, for example, XL = L + 1 = M + 2: >>> size_mapping = { ...                 'XL': 3, ...                 'L': 2, ...                 'M': 1} >>> df['size'] = df['size'].map(size_mapping) >>> df color  size price  classlabel 0   green     1 10.1     class1 1     red   2 13.5      class2 2    blue     3 15.3     class1 If we want to transform the integer values back to the original string representation at a later stage, we can simply define a reverse-mapping dictionary inv_size_mapping = {v: k for k, v in size_mapping.items()} that can then be used via the pandas map method on the transformed feature column, similar to the size_mapping dictionary that we used previously. We can use it as follows: >>> inv_size_mapping = {v: k for k, v in size_mapping.items()} >>> df['size'].map(inv_size_mapping) 0   M 1   L 2   XL Name: size, dtype: object Encoding class labels Many machine learning libraries require that class labels are encoded as integer values. Although most estimators for classification in scikit-learn convert class labels to integers internally, it is considered good practice to provide class labels as integer arrays to avoid technical glitches. To encode the class labels, we can use an approach similar to the mapping of ordinal features discussed previously. We need to remember that class labels are not ordinal, and it doesn't matter which integer number we assign to a particular string label. Thus, we can simply enumerate the class labels, starting at 0: >>> import numpy as np >>> class_mapping = {label:idx for idx,label in ...                  enumerate(np.unique(df['classlabel']))} >>> class_mapping {'class1': 0, 'class2': 1} Next, we can use the mapping dictionary to transform the class labels into integers: >>> df['classlabel'] = df['classlabel'].map(class_mapping) >>> df     color  size price  classlabel 0   green     1 10.1         0 1     red   2 13.5           1 2    blue     3 15.3           0 We can reverse the key-value pairs in the mapping dictionary as follows to map the converted class labels back to the original string representation: >>> inv_class_mapping = {v: k for k, v in class_mapping.items()} >>> df['classlabel'] = df['classlabel'].map(inv_class_mapping) >>> df     color  size price  classlabel 0   green     1 10.1     class1 1     red   2 13.5      class2 2    blue     3 15.3     class1 Alternatively, there is a convenient LabelEncoder class directly implemented in scikit-learn to achieve this: >>> from sklearn.preprocessing import LabelEncoder >>> class_le = LabelEncoder() >>> y = class_le.fit_transform(df['classlabel'].values) >>> y array([0, 1, 0]) Note that the fit_transform method is just a shortcut for calling fit and transform separately, and we can use the inverse_transform method to transform the integer class labels back into their original string representation: >>> class_le.inverse_transform(y) array(['class1', 'class2', 'class1'], dtype=object) Performing a technique ‘one-hot encoding’ on nominal features In the Mapping ordinal features section, we used a simple dictionary-mapping approach to convert the ordinal size feature into integers. Since scikit-learn's estimators for classification treat class labels as categorical data that does not imply any order (nominal), we used the convenient LabelEncoder to encode the string labels into integers. It may appear that we could use a similar approach to transform the nominal color column of our dataset, as follows: >>> X = df[['color', 'size', 'price']].values >>> color_le = LabelEncoder() >>> X[:, 0] = color_le.fit_transform(X[:, 0]) >>> X array([[1, 1, 10.1],        [2, 2, 13.5],        [0, 3, 15.3]], dtype=object) After executing the preceding code, the first column of the NumPy array X now holds the new color values, which are encoded as follows: blue = 0 green = 1 red = 2 If we stop at this point and feed the array to our classifier, we will make one of the most common mistakes in dealing with categorical data. Can you spot the problem? Although the color values don't come in any particular order, a learning algorithm will now assume that green is larger than blue, and red is larger than green. Although this assumption is incorrect, the algorithm could still produce useful results. However, those results would not be optimal. A common workaround for this problem is to use a technique called one-hot encoding. The idea behind this approach is to create a new dummy feature for each unique value in the nominal feature column. Here, we would convert the color feature into three new features: blue, green, and red. Binary values can then be used to indicate the particular color of an example; for example, a blue example can be encoded as blue=1, green=0, red=0. To perform this transformation, we can use the OneHotEncoder that is implemented in scikit-learn's preprocessing module: >>> from sklearn.preprocessing import OneHotEncoder >>> X = df[['color', 'size', 'price']].values >>> color_ohe = OneHotEncoder() >>> color_ohe.fit_transform(X[:, 0].reshape(-1, 1)).toarray()  array([[0., 1., 0.],            [0., 0., 1.],            [1., 0., 0.]]) Note that we applied the OneHotEncoder to a single column (X[:, 0].reshape(-1, 1))) only, to avoid modifying the other two columns in the array as well. If we want to selectively transform columns in a multi-feature array, we can use the ColumnTransformer that accepts a list of (name, transformer, column(s)) tuples as follows: >>> from sklearn.compose import ColumnTransformer >>> X = df[['color', 'size', 'price']].values >>> c_transf = ColumnTransformer([ ...     ('onehot', OneHotEncoder(), [0]), ...     ('nothing', 'passthrough', [1, 2]) ... ]) >>> c_transf.fit_transform(X) .astype(float)     array([[0.0, 1.0, 0.0, 1, 10.1],            [0.0, 0.0, 1.0, 2, 13.5],            [1.0, 0.0, 0.0, 3, 15.3]]) In the preceding code example, we specified that we only want to modify the first column and leave the other two columns untouched via the 'passthrough' argument. An even more convenient way to create those dummy features via one-hot encoding is to use the get_dummies method implemented in pandas. Applied to a DataFrame, the get_dummies method will only convert string columns and leave all other columns unchanged: >>> pd.get_dummies(df[['price', 'color', 'size']])     price  size color_blue  color_green color_red 0    10.1     1   0 1          0 1    13.5     2   0 0          1 2    15.3     3   1 0          0 When we are using one-hot encoding datasets, we have to keep in mind that it introduces multicollinearity, which can be an issue for certain methods (for instance, methods that require matrix inversion). If features are highly correlated, matrices are computationally difficult to invert, which can lead to numerically unstable estimates. To reduce the correlation among variables, we can simply remove one feature column from the one-hot encoded array. Note that we do not lose any important information by removing a feature column, though; for example, if we remove the column color_blue, the feature information is still preserved since if we observe color_green=0 and color_red=0, it implies that the observation must be blue. If we use the get_dummies function, we can drop the first column by passing a True argument to the drop_first parameter, as shown in the following code example: >>> pd.get_dummies(df[['price', 'color', 'size']], ...                drop_first=True)     price  size color_green  color_red 0    10.1     1     1 0 1    13.5     2     0 1 2    15.3     3     0 0 In order to drop a redundant column via the OneHotEncoder , we need to set drop='first' and set categories='auto' as follows: >>> color_ohe = OneHotEncoder(categories='auto', drop='first') >>> c_transf = ColumnTransformer([  ...            ('onehot', color_ohe, [0]), ...            ('nothing', 'passthrough', [1, 2]) ... ]) >>> c_transf.fit_transform(X).astype(float) array([[  1. , 0. ,  1. , 10.1],        [  0. ,  1. , 2. ,  13.5],        [  0. ,  0. , 3. ,  15.3]]) In this article, we have gone through some of the methods to deal with categorical data in datasets. We distinguished between nominal and ordinal features, and with examples we explained how they can be handled. To harness the power of the latest Python open source libraries in machine learning check out this book Python Machine Learning - Third Edition, written by Sebastian Raschka and Vahid Mirjalili. Other interesting read in data! The best business intelligence tools 2019: when to use them and how much they cost Introducing Microsoft’s AirSim, an open-source simulator for autonomous vehicles built on Unreal Engine Media manipulation by Deepfakes and cheap fakes require both AI and social fixes, finds a Data & Society report
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Richard Gall
11 Apr 2018
3 min read
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What is LSTM?

Richard Gall
11 Apr 2018
3 min read
What does LSTM stand for? LSTM stands for long short term memory. It is a model or architecture that extends the memory of recurrent neural networks. Typically, recurrent neural networks have 'short term memory' in that they use persistent previous information to be used in the current neural network. Essentially, the previous information is used in the present task. That means we do not have a list of all of the previous information available for the neural node. Find out how LSTM works alongside recurrent neural networks. Watch this short video tutorial. How does LSTM work? LSTM introduces long-term memory into recurrent neural networks. It mitigates the vanishing gradient problem, which is where the neural network stops learning because the updates to the various weights within a given neural network become smaller and smaller. It does this by using a series of 'gates'. These are contained in memory blocks which are connected through layers, like this: There are three types of gates within a unit: Input Gate: Scales input to cell (write) Output Gate: Scales output to cell (read) Forget Gate: Scales old cell value (reset) Each gate is like a switch that controls the read/write, thus incorporating the long-term memory function into the model. Applications of LSTM There are a huge range of ways that LSTM can be used, including: Handwriting recognition Time series anomaly detection Speech recognition Learning grammar Composing music The difference between LSTM and GRU There are many similarities between LSTM and GRU (Gated Recurrent Units). However, there are some important differences that are worth remembering: A GRU has two gates, whereas an LSTM has three gates. GRUs don't possess any internal memory that is different from the exposed hidden state. They don't have the output gate, which is present in LSTMs. There is no second nonlinearity applied when computing the output in GRU. GRU as a concept, is a little newer than LSTM. It is generally more efficient - it trains models at a quicker rate than LSTM. It is also easier to use. Any modifications you need to make to a model can be done fairly easily. However, LSTM should perform better than GRU where longer term memory is required. Ultimately, comparing performance is going to depend on the data set you are using. 4 ways to enable Continual learning into Neural Networks Build a generative chatbot using recurrent neural networks (LSTM RNNs) How Deep Neural Networks can improve Speech Recognition and generation
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Packt Editorial Staff
29 Mar 2019
9 min read
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Brett Lantz on implementing a decision tree using C5.0 algorithm in R

Packt Editorial Staff
29 Mar 2019
9 min read
Decision tree learners are powerful classifiers that utilize a tree structure to model the relationships among the features and the potential outcomes. This structure earned its name due to the fact that it mirrors the way a literal tree begins at a wide trunk and splits into narrower and narrower branches as it is followed upward. In much the same way, a decision tree classifier uses a structure of branching decisions that channel examples into a final predicted class value. In this article, we demonstrate the implementation of decision tree using C5.0 algorithm in R. This article is taken from the book, Machine Learning with R, Fourth Edition written by Brett Lantz. This 10th Anniversary Edition of the classic R data science book is updated to R 4.0.0 with newer and better libraries. This book features several new chapters that reflect the progress of machine learning in the last few years and help you build your data science skills and tackle more challenging problems There are numerous implementations of decision trees, but the most well-known is the C5.0 algorithm. This algorithm was developed by computer scientist J. Ross Quinlan as an improved version of his prior algorithm, C4.5 (C4.5 itself is an improvement over his Iterative Dichotomiser 3 (ID3) algorithm). Although Quinlan markets C5.0 to commercial clients (see http://www.rulequest.com/ for details), the source code for a single-threaded version of the algorithm was made public, and has therefore been incorporated into programs such as R. The C5.0 decision tree algorithm The C5.0 algorithm has become the industry standard for producing decision trees because it does well for most types of problems directly out of the box. Compared to other advanced machine learning models, the decision trees built by C5.0 generally perform nearly as well but are much easier to understand and deploy. Additionally, as shown in the following table, the algorithm's weaknesses are relatively minor and can be largely avoided. Strengths An all-purpose classifier that does well on many types of problems. Highly automatic learning process, which can handle numeric or nominal features, as well as missing data. Excludes unimportant features. Can be used on both small and large datasets. Results in a model that can be interpreted without a mathematical background (for relatively small trees). More efficient than other complex models. Weaknesses Decision tree models are often biased toward splits on features having a large number of levels. It is easy to overfit or underfit the model. Can have trouble modeling some relationships due to reliance on axis-parallel splits. Small changes in training data can result in large changes to decision logic. Large trees can be difficult to interpret and the decisions they make may seem counterintuitive. To keep things simple, our earlier decision tree example ignored the mathematics involved with how a machine would employ a divide and conquer strategy. Let's explore this in more detail to examine how this heuristic works in practice. Choosing the best split The first challenge that a decision tree will face is to identify which feature to split upon. In the previous example, we looked for a way to split the data such that the resulting partitions contained examples primarily of a single class. The degree to which a subset of examples contains only a single class is known as purity, and any subset composed of only a single class is called pure. There are various measurements of purity that can be used to identify the best decision tree splitting candidate. C5.0 uses entropy, a concept borrowed from information theory that quantifies the randomness, or disorder, within a set of class values. Sets with high entropy are very diverse and provide little information about other items that may also belong in the set, as there is no apparent commonality. The decision tree hopes to find splits that reduce entropy, ultimately increasing homogeneity within the groups. Typically, entropy is measured in bits. If there are only two possible classes, entropy values can range from 0 to 1. For n classes, entropy ranges from 0 to log2(n). In each case, the minimum value indicates that the sample is completely homogenous, while the maximum value indicates that the data are as diverse as possible, and no group has even a small plurality. In mathematical notion, entropy is specified as: In this formula, for a given segment of data (S), the term c refers to the number of class levels, and pi  refers to the proportion of values falling into class level i. For example, suppose we have a partition of data with two classes: red (60 percent) and white (40 percent). We can calculate the entropy as: > -0.60 * log2(0.60) - 0.40 * log2(0.40) [1] 0.9709506 We can visualize the entropy for all possible two-class arrangements. If we know the proportion of examples in one class is x, then the proportion in the other class is (1 – x). Using the curve() function, we can then plot the entropy for all possible values of x: > curve(-x * log2(x) - (1 - x) * log2(1 - x),     col = "red", xlab = "x", ylab = "Entropy", lwd = 4) This results in the following figure: The total entropy as the proportion of one class varies in a two-class outcome As illustrated by the peak in entropy at x = 0.50, a 50-50 split results in the maximum entropy. As one class increasingly dominates the other, the entropy reduces to zero. To use entropy to determine the optimal feature to split upon, the algorithm calculates the change in homogeneity that would result from a split on each possible feature, a measure known as information gain. The information gain for a feature F is calculated as the difference between the entropy in the segment before the split (S1) and the partitions resulting from the split (S2): One complication is that after a split, the data is divided into more than one partition. Therefore, the function to calculate Entropy(S2) needs to consider the total entropy across all of the partitions. It does this by weighting each partition's entropy according to the proportion of all records falling into that partition. This can be stated in a formula as: In simple terms, the total entropy resulting from a split is the sum of entropy of each of the n partitions weighted by the proportion of examples falling in the partition (wi). The higher the information gain, the better a feature is at creating homogeneous groups after a split on that feature. If the information gain is zero, there is no reduction in entropy for splitting on this feature. On the other hand, the maximum information gain is equal to the entropy prior to the split. This would imply the entropy after the split is zero, which means that the split results in completely homogeneous groups. The previous formulas assume nominal features, but decision trees use information gain for splitting on numeric features as well. To do so, a common practice is to test various splits that divide the values into groups greater than or less than a threshold. This reduces the numeric feature into a two-level categorical feature that allows information gain to be calculated as usual. The numeric cut point yielding the largest information gain is chosen for the split. Note: Though it is used by C5.0, information gain is not the only splitting criterion that can be used to build decision trees. Other commonly used criteria are Gini index, chi-squared statistic, and gain ratio. For a review of these (and many more) criteria, refer to An Empirical Comparison of Selection Measures for Decision-Tree Induction, Mingers, J, Machine Learning, 1989, Vol. 3, pp. 319-342. Pruning the decision tree As mentioned earlier, a decision tree can continue to grow indefinitely, choosing splitting features and dividing into smaller and smaller partitions until each example is perfectly classified or the algorithm runs out of features to split on. However, if the tree grows overly large, many of the decisions it makes will be overly specific and the model will be overfitted to the training data. The process of pruning a decision tree involves reducing its size such that it generalizes better to unseen data. One solution to this problem is to stop the tree from growing once it reaches a certain number of decisions or when the decision nodes contain only a small number of examples. This is called early stopping or prepruning the decision tree. As the tree avoids doing needless work, this is an appealing strategy. However, one downside to this approach is that there is no way to know whether the tree will miss subtle but important patterns that it would have learned had it grown to a larger size. An alternative, called post-pruning, involves growing a tree that is intentionally too large and pruning leaf nodes to reduce the size of the tree to a more appropriate level. This is often a more effective approach than prepruning because it is quite difficult to determine the optimal depth of a decision tree without growing it first. Pruning the tree later on allows the algorithm to be certain that all of the important data structures were discovered. Note: The implementation details of pruning operations are very technical and beyond the scope of this book. For a comparison of some of the available methods, see A Comparative Analysis of Methods for Pruning Decision Trees, Esposito, F, Malerba, D, Semeraro, G, IEEE Transactions on Pattern Analysis and Machine Intelligence, 1997, Vol. 19, pp. 476-491. One of the benefits of the C5.0 algorithm is that it is opinionated about pruning—it takes care of many of the decisions automatically using fairly reasonable defaults. Its overall strategy is to post-prune the tree. It first grows a large tree that overfits the training data. Later, the nodes and branches that have little effect on the classification errors are removed. In some cases, entire branches are moved further up the tree or replaced by simpler decisions. These processes of grafting branches are known as subtree raising and subtree replacement, respectively. Getting the right balance of overfitting and underfitting is a bit of an art, but if model accuracy is vital, it may be worth investing some time with various pruning options to see if it improves the test dataset performance. To summarize , decision trees are widely used due to their high accuracy and ability to formulate a statistical model in plain language.  Here, we looked at a highly popular and easily configurable decision tree algorithm C5.0. The major strength of the C5.0 algorithm over other decision tree implementations is that it is very easy to adjust the training options. Harness the power of R to build flexible, effective, and transparent machine learning models with Brett Lantz’s latest book Machine Learning with R, Fourth Edition. Dr.Brandon explains Decision Trees to Jon Building a classification system with Decision Trees in Apache Spark 2.0 Implementing Decision Trees
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Packt
10 Aug 2015
25 min read
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Bayesian Network Fundamentals

Packt
10 Aug 2015
25 min read
In this article by Ankur Ankan and Abinash Panda, the authors of Mastering Probabilistic Graphical Models Using Python, we'll cover the basics of random variables, probability theory, and graph theory. We'll also see the Bayesian models and the independencies in Bayesian models. A graphical model is essentially a way of representing joint probability distribution over a set of random variables in a compact and intuitive form. There are two main types of graphical models, namely directed and undirected. We generally use a directed model, also known as a Bayesian network, when we mostly have a causal relationship between the random variables. Graphical models also give us tools to operate on these models to find conditional and marginal probabilities of variables, while keeping the computational complexity under control. (For more resources related to this topic, see here.) Probability theory To understand the concepts of probability theory, let's start with a real-life situation. Let's assume we want to go for an outing on a weekend. There are a lot of things to consider before going: the weather conditions, the traffic, and many other factors. If the weather is windy or cloudy, then it is probably not a good idea to go out. However, even if we have information about the weather, we cannot be completely sure whether to go or not; hence we have used the words probably or maybe. Similarly, if it is windy in the morning (or at the time we took our observations), we cannot be completely certain that it will be windy throughout the day. The same holds for cloudy weather; it might turn out to be a very pleasant day. Further, we are not completely certain of our observations. There are always some limitations in our ability to observe; sometimes, these observations could even be noisy. In short, uncertainty or randomness is the innate nature of the world. The probability theory provides us the necessary tools to study this uncertainty. It helps us look into options that are unlikely yet probable. Random variable Probability deals with the study of events. From our intuition, we can say that some events are more likely than others, but to quantify the likeliness of a particular event, we require the probability theory. It helps us predict the future by assessing how likely the outcomes are. Before going deeper into the probability theory, let's first get acquainted with the basic terminologies and definitions of the probability theory. A random variable is a way of representing an attribute of the outcome. Formally, a random variable X is a function that maps a possible set of outcomes ? to some set E, which is represented as follows: X : ? ? E As an example, let us consider the outing example again. To decide whether to go or not, we may consider the skycover (to check whether it is cloudy or not). Skycover is an attribute of the day. Mathematically, the random variable skycover (X) is interpreted as a function, which maps the day (?) to its skycover values (E). So when we say the event X = 40.1, it represents the set of all the days {?} such that  , where  is the mapping function. Formally speaking, . Random variables can either be discrete or continuous. A discrete random variable can only take a finite number of values. For example, the random variable representing the outcome of a coin toss can take only two values, heads or tails; and hence, it is discrete. Whereas, a continuous random variable can take infinite number of values. For example, a variable representing the speed of a car can take any number values. For any event whose outcome is represented by some random variable (X), we can assign some value to each of the possible outcomes of X, which represents how probable it is. This is known as the probability distribution of the random variable and is denoted by P(X). For example, consider a set of restaurants. Let X be a random variable representing the quality of food in a restaurant. It can take up a set of values, such as {good, bad, average}. P(X), represents the probability distribution of X, that is, if P(X = good) = 0.3, P(X = average) = 0.5, and P(X = bad) = 0.2. This means there is 30 percent chance of a restaurant serving good food, 50 percent chance of it serving average food, and 20 percent chance of it serving bad food. Independence and conditional independence In most of the situations, we are rather more interested in looking at multiple attributes at the same time. For example, to choose a restaurant, we won't only be looking just at the quality of food; we might also want to look at other attributes, such as the cost, location, size, and so on. We can have a probability distribution over a combination of these attributes as well. This type of distribution is known as joint probability distribution. Going back to our restaurant example, let the random variable for the quality of food be represented by Q, and the cost of food be represented by C. Q can have three categorical values, namely {good, average, bad}, and C can have the values {high, low}. So, the joint distribution for P(Q, C) would have probability values for all the combinations of states of Q and C. P(Q = good, C = high) will represent the probability of a pricey restaurant with good quality food, while P(Q = bad, C = low) will represent the probability of a restaurant that is less expensive with bad quality food. Let us consider another random variable representing an attribute of a restaurant, its location L. The cost of food in a restaurant is not only affected by the quality of food but also the location (generally, a restaurant located in a very good location would be more costly as compared to a restaurant present in a not-very-good location). From our intuition, we can say that the probability of a costly restaurant located at a very good location in a city would be different (generally, more) than simply the probability of a costly restaurant, or the probability of a cheap restaurant located at a prime location of city is different (generally less) than simply probability of a cheap restaurant. Formally speaking, P(C = high | L = good) will be different from P(C = high) and P(C = low | L = good) will be different from P(C = low). This indicates that the random variables C and L are not independent of each other. These attributes or random variables need not always be dependent on each other. For example, the quality of food doesn't depend upon the location of restaurant. So, P(Q = good | L = good) or P(Q = good | L = bad)would be the same as P(Q = good), that is, our estimate of the quality of food of the restaurant will not change even if we have knowledge of its location. Hence, these random variables are independent of each other. In general, random variables  can be considered as independent of each other, if: They may also be considered independent if: We can easily derive this conclusion. We know the following from the chain rule of probability: P(X, Y) = P(X) P(Y | X) If Y is independent of X, that is, if X | Y, then P(Y | X) = P(Y). Then: P(X, Y) = P(X) P(Y) Extending this result on multiple variables, we can easily get to the conclusion that a set of random variables are independent of each other, if their joint probability distribution is equal to the product of probabilities of each individual random variable. Sometimes, the variables might not be independent of each other. To make this clearer, let's add another random variable, that is, the number of people visiting the restaurant N. Let's assume that, from our experience we know the number of people visiting only depends on the cost of food at the restaurant and its location (generally, lesser number of people visit costly restaurants). Does the quality of food Q affect the number of people visiting the restaurant? To answer this question, let's look into the random variable affecting N, cost C, and location L. As C is directly affected by Q, we can conclude that Q affects N. However, let's consider a situation when we know that the restaurant is costly, that is, C = high and let's ask the same question, "does the quality of food affect the number of people coming to the restaurant?". The answer is no. The number of people coming only depends on the price and location, so if we know that the cost is high, then we can easily conclude that fewer people will visit, irrespective of the quality of food. Hence,  . This type of independence is called conditional independence. Installing tools Let's now see some coding examples using pgmpy, to represent joint distributions and independencies. Here, we will mostly work with IPython and pgmpy (and a few other libraries) for coding examples. So, before moving ahead, let's get a basic introduction to these. IPython IPython is a command shell for interactive computing in multiple programming languages, originally developed for the Python programming language, which offers enhanced introspection, rich media, additional shell syntax, tab completion, and a rich history. IPython provides the following features: Powerful interactive shells (terminal and Qt-based) A browser-based notebook with support for code, text, mathematical expressions, inline plots, and other rich media Support for interactive data visualization and use of GUI toolkits Flexible and embeddable interpreters to load into one's own projects Easy-to-use and high performance tools for parallel computing You can install IPython using the following command: >>> pip3 install ipython To start the IPython command shell, you can simply type ipython3 in the terminal. For more installation instructions, you can visit http://ipython.org/install.html. pgmpy pgmpy is a Python library to work with Probabilistic Graphical models. As it's currently not on PyPi, we will need to build it manually. You can get the source code from the Git repository using the following command: >>> git clone https://github.com/pgmpy/pgmpy Now cd into the cloned directory switch branch for version used and build it with the following code: >>> cd pgmpy >>> git checkout book/v0.1 >>> sudo python3 setup.py install For more installation instructions, you can visit http://pgmpy.org/install.html. With both IPython and pgmpy installed, you should now be able to run the examples. Representing independencies using pgmpy To represent independencies, pgmpy has two classes, namely IndependenceAssertion and Independencies. The IndependenceAssertion class is used to represent individual assertions of the form of  or  . Let's see some code to represent assertions: # Firstly we need to import IndependenceAssertion In [1]: from pgmpy.independencies import IndependenceAssertion # Each assertion is in the form of [X, Y, Z] meaning X is # independent of Y given Z. In [2]: assertion1 = IndependenceAssertion('X', 'Y') In [3]: assertion1 Out[3]: (X _|_ Y) Here, assertion1 represents that the variable X is independent of the variable Y. To represent conditional assertions, we just need to add a third argument to IndependenceAssertion: In [4]: assertion2 = IndependenceAssertion('X', 'Y', 'Z') In [5]: assertion2 Out [5]: (X _|_ Y | Z) In the preceding example, assertion2 represents . IndependenceAssertion also allows us to represent assertions in the form of  . To do this, we just need to pass a list of random variables as arguments: In [4]: assertion2 = IndependenceAssertion('X', 'Y', 'Z') In [5]: assertion2 Out[5]: (X _|_ Y | Z) Moving on to the Independencies class, an Independencies object is used to represent a set of assertions. Often, in the case of Bayesian or Markov networks, we have more than one assertion corresponding to a given model, and to represent these independence assertions for the models, we generally use the Independencies object. Let's take a few examples: In [8]: from pgmpy.independencies import Independencies # There are multiple ways to create an Independencies object, we # could either initialize an empty object or initialize with some # assertions.   In [9]: independencies = Independencies() # Empty object In [10]: independencies.get_assertions() Out[10]: []   In [11]: independencies.add_assertions(assertion1, assertion2) In [12]: independencies.get_assertions() Out[12]: [(X _|_ Y), (X _|_ Y | Z)] We can also directly initialize Independencies in these two ways: In [13]: independencies = Independencies(assertion1, assertion2) In [14]: independencies = Independencies(['X', 'Y'],                                          ['A', 'B', 'C']) In [15]: independencies.get_assertions() Out[15]: [(X _|_ Y), (A _|_ B | C)] Representing joint probability distributions using pgmpy We can also represent joint probability distributions using pgmpy's JointProbabilityDistribution class. Let's say we want to represent the joint distribution over the outcomes of tossing two fair coins. So, in this case, the probability of all the possible outcomes would be 0.25, which is shown as follows: In [16]: from pgmpy.factors import JointProbabilityDistribution as         Joint In [17]: distribution = Joint(['coin1', 'coin2'],                              [2, 2],                              [0.25, 0.25, 0.25, 0.25]) Here, the first argument includes names of random variable. The second argument is a list of the number of states of each random variable. The third argument is a list of probability values, assuming that the first variable changes its states the slowest. So, the preceding distribution represents the following: In [18]: print(distribution) +--------------------------------------+ ¦ coin1   ¦ coin2   ¦   P(coin1,coin2) ¦ ¦---------+---------+------------------¦ ¦ coin1_0 ¦ coin2_0 ¦   0.2500         ¦ +---------+---------+------------------¦ ¦ coin1_0 ¦ coin2_1 ¦   0.2500         ¦ +---------+---------+------------------¦ ¦ coin1_1 ¦ coin2_0 ¦   0.2500         ¦ +---------+---------+------------------¦ ¦ coin1_1 ¦ coin2_1 ¦   0.2500         ¦ +--------------------------------------+ We can also conduct independence queries over these distributions in pgmpy: In [19]: distribution.check_independence('coin1', 'coin2') Out[20]: True Conditional probability distribution Let's take an example to understand conditional probability better. Let's say we have a bag containing three apples and five oranges, and we want to randomly take out fruits from the bag one at a time without replacing them. Also, the random variables  and  represent the outcomes in the first try and second try respectively. So, as there are three apples and five oranges in the bag initially,  and  . Now, let's say that in our first attempt we got an orange. Now, we cannot simply represent the probability of getting an apple or orange in our second attempt. The probabilities in the second attempt will depend on the outcome of our first attempt and therefore, we use conditional probability to represent such cases. Now, in the second attempt, we will have the following probabilities that depend on the outcome of our first try:  ,  ,  , and  . The Conditional Probability Distribution (CPD) of two variables  and  can be represented as  , representing the probability of  given  that is the probability of  after the event  has occurred and we know it's outcome. Similarly, we can have  representing the probability of  after having an observation for . The simplest representation of CPD is tabular CPD. In a tabular CPD, we construct a table containing all the possible combinations of different states of the random variables and the probabilities corresponding to these states. Let's consider the earlier restaurant example. Let's begin by representing the marginal distribution of the quality of food with Q. As we mentioned earlier, it can be categorized into three values {good, bad, average}. For example, P(Q) can be represented in the tabular form as follows: Quality P(Q) Good 0.3 Normal 0.5 Bad 0.2 Similarly, let's say P(L) is the probability distribution of the location of the restaurant. Its CPD can be represented as follows: Location P(L) Good 0.6 Bad 0.4 As the cost of restaurant C depends on both the quality of food Q and its location L, we will be considering P(C | Q, L), which is the conditional distribution of C, given Q and L: Location Good Bad Quality Good Normal Bad Good Normal Bad Cost             High 0.8 0.6 0.1 0.6 0.6 0.05 Low 0.2 0.4 0.9 0.4 0.4 0.95 Representing CPDs using pgmpy Let's first see how to represent the tabular CPD using pgmpy for variables that have no conditional variables: In [1]: from pgmpy.factors import TabularCPD   # For creating a TabularCPD object we need to pass three # arguments: the variable name, its cardinality that is the number # of states of the random variable and the probability value # corresponding each state. In [2]: quality = TabularCPD(variable='Quality',                              variable_card=3,                                values=[[0.3], [0.5], [0.2]]) In [3]: print(quality) +----------------------+ ¦ ['Quality', 0] ¦ 0.3 ¦ +----------------+-----¦ ¦ ['Quality', 1] ¦ 0.5 ¦ +----------------+-----¦ ¦ ['Quality', 2] ¦ 0.2 ¦ +----------------------+ In [4]: quality.variables Out[4]: OrderedDict([('Quality', [State(var='Quality', state=0),                                  State(var='Quality', state=1),                                  State(var='Quality', state=2)])])   In [5]: quality.cardinality Out[5]: array([3])   In [6]: quality.values Out[6]: array([0.3, 0.5, 0.2]) You can see here that the values of the CPD are a 1D array instead of a 2D array, which you passed as an argument. Actually, pgmpy internally stores the values of the TabularCPD as a flattened numpy array. In [7]: location = TabularCPD(variable='Location',                               variable_card=2,                              values=[[0.6], [0.4]]) In [8]: print(location) +-----------------------+ ¦ ['Location', 0] ¦ 0.6 ¦ +-----------------+-----¦ ¦ ['Location', 1] ¦ 0.4 ¦ +-----------------------+ However, when we have conditional variables, we also need to specify them and the cardinality of those variables. Let's define the TabularCPD for the cost variable: In [9]: cost = TabularCPD(                      variable='Cost',                      variable_card=2,                      values=[[0.8, 0.6, 0.1, 0.6, 0.6, 0.05],                              [0.2, 0.4, 0.9, 0.4, 0.4, 0.95]],                      evidence=['Q', 'L'],                      evidence_card=[3, 2]) Graph theory The second major framework for the study of probabilistic graphical models is graph theory. Graphs are the skeleton of PGMs, and are used to compactly encode the independence conditions of a probability distribution. Nodes and edges The foundation of graph theory was laid by Leonhard Euler when he solved the famous Seven Bridges of Konigsberg problem. The city of Konigsberg was set on both sides by the Pregel river and included two islands that were connected and maintained by seven bridges. The problem was to find a walk to exactly cross all the bridges once in a single walk. To visualize the problem, let's think of the graph in Fig 1.1: Fig 1.1: The Seven Bridges of Konigsberg graph Here, the nodes a, b, c, and d represent the land, and are known as vertices of the graph. The line segments ab, bc, cd, da, ab, and bc connecting the land parts are the bridges and are known as the edges of the graph. So, we can think of the problem of crossing all the bridges once in a single walk as tracing along all the edges of the graph without lifting our pencils. Formally, a graph G = (V, E) is an ordered pair of finite sets. The elements of the set V are known as the nodes or the vertices of the graph, and the elements of  are the edges or the arcs of the graph. The number of nodes or cardinality of G, denoted by |V|, are known as the order of the graph. Similarly, the number of edges denoted by |E| are known as the size of the graph. Here, we can see that the Konigsberg city graph shown in Fig 1.1 is of order 4 and size 7. In a graph, we say that two vertices, u, v ? V are adjacent if u, v ? E. In the City graph, all the four vertices are adjacent to each other because there is an edge for every possible combination of two vertices in the graph. Also, for a vertex v ? V, we define the neighbors set of v as  . In the City graph, we can see that b and d are neighbors of c. Similarly, a, b, and c are neighbors of d. We define an edge to be a self loop if the start vertex and the end vertex of the edge are the same. We can put it more formally as, any edge of the form (u, u), where u ? V is a self loop. Until now, we have been talking only about graphs whose edges don't have a direction associated with them, which means that the edge (u, v) is same as the edge (v, u). These types of graphs are known as undirected graphs. Similarly, we can think of a graph whose edges have a sense of direction associated with it. For these graphs, the edge set E would be a set of ordered pair of vertices. These types of graphs are known as directed graphs. In the case of a directed graph, we also define the indegree and outdegree for a vertex. For a vertex v ? V, we define its outdegree as the number of edges originating from the vertex v, that is,  . Similarly, the indegree is defined as the number of edges that end at the vertex v, that is,  . Walk, paths, and trails For a graph G = (V, E) and u,v ? V, we define a u - v walk as an alternating sequence of vertices and edges, starting with u and ending with v. In the City graph of Fig 1.1, we can have an example of a - d walk as . If there aren't multiple edges between the same vertices, then we simply represent a walk by a sequence of vertices. As in the case of the Butterfly graph shown in Fig 1.2, we can have a walk W : a, c, d, c, e: Fig 1.2: Butterfly graph—a undirected graph A walk with no repeated edges is known as a trail. For example, the walk  in the City graph is a trail. Also, a walk with no repeated vertices, except possibly the first and the last, is known as a path. For example, the walk  in the City graph is a path. Also, a graph is known as cyclic if there are one or more paths that start and end at the same node. Such paths are known as cycles. Similarly, if there are no cycles in a graph, it is known as an acyclic graph. Bayesian models In most of the real-life cases when we would be representing or modeling some event, we would be dealing with a lot of random variables. Even if we would consider all the random variables to be discrete, there would still be exponentially large number of values in the joint probability distribution. Dealing with such huge amount of data would be computationally expensive (and in some cases, even intractable), and would also require huge amount of memory to store the probability of each combination of states of these random variables. However, in most of the cases, many of these variables are marginally or conditionally independent of each other. By exploiting these independencies, we can reduce the number of values we need to store to represent the joint probability distribution. For instance, in the previous restaurant example, the joint probability distribution across the four random variables that we discussed (that is, quality of food Q, location of restaurant L, cost of food C, and the number of people visiting N) would require us to store 23 independent values. By the chain rule of probability, we know the following: P(Q, L, C, N) = P(Q) P(L|Q) P(C|L, Q) P(N|C, Q, L) Now, let us try to exploit the marginal and conditional independence between the variables, to make the representation more compact. Let's start by considering the independency between the location of the restaurant and quality of food over there. As both of these attributes are independent of each other, P(L|Q) would be the same as P(L). Therefore, we need to store only one parameter to represent it. From the conditional independence that we have seen earlier, we know that  . Thus, P(N|C, Q, L) would be the same as P(N|C, L); thus needing only four parameters. Therefore, we now need only (2 + 1 + 6 + 4 = 13) parameters to represent the whole distribution. We can conclude that exploiting independencies helps in the compact representation of joint probability distribution. This forms the basis for the Bayesian network. Representation A Bayesian network is represented by a Directed Acyclic Graph (DAG) and a set of Conditional Probability Distributions (CPD) in which: The nodes represent random variables The edges represent dependencies For each of the nodes, we have a CPD In our previous restaurant example, the nodes would be as follows: Quality of food (Q) Location (L) Cost of food (C) Number of people (N) As the cost of food was dependent on the quality of food (Q) and the location of the restaurant (L), there will be an edge each from Q ? C and L ? C. Similarly, as the number of people visiting the restaurant depends on the price of food and its location, there would be an edge each from L ? N and C ? N. The resulting structure of our Bayesian network is shown in Fig 1.3: Fig 1.3: Bayesian network for the restaurant example Factorization of a distribution over a network Each node in our Bayesian network for restaurants has a CPD associated to it. For example, the CPD for the cost of food in the restaurant is P(C|Q, L), as it only depends on the quality of food and location. For the number of people, it would be P(N|C, L) . So, we can generalize that the CPD associated with each node would be P(node|Par(node)) where Par(node) denotes the parents of the node in the graph. Assuming some probability values, we will finally get a network as shown in Fig 1.4: Fig 1.4: Bayesian network of restaurant along with CPDs Let us go back to the joint probability distribution of all these attributes of the restaurant again. Considering the independencies among variables, we concluded as follows: P(Q,C,L,N) = P(Q)P(L)P(C|Q, L)P(N|C, L) So now, looking into the Bayesian network (BN) for the restaurant, we can say that for any Bayesian network, the joint probability distribution  over all its random variables {X1,X2,...,Xn} can be represented as follows: This is known as the chain rule for Bayesian networks. Also, we say that a distribution P factorizes over a graph G, if P can be encoded as follows: Here, ParG(X) is the parent of X in the graph G. Summary In this article, we saw how we can represent a complex joint probability distribution using a directed graph and a conditional probability distribution associated with each node, which is collectively known as a Bayesian network. Resources for Article:   Further resources on this subject: Web Scraping with Python [article] Exact Inference Using Graphical Models [article] wxPython: Design Approaches and Techniques [article]
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Savia Lobo
07 Dec 2017
5 min read
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What are Slowly changing Dimensions (SCD) and why you need them in your Data Warehouse?

Savia Lobo
07 Dec 2017
5 min read
Our Data Engineering Byte Newsletter gives data engineers and practitioners what they often lack today: clear, real-world insights—where every byte tells a story.Subscribe here to stay ahead in data engineering [box type="note" align="" class="" width=""]Below given post is an excerpt from a book by Rahul Malewar titled Learning Informatica PowerCenter 10.x. The book is a quick guide to explore Informatica PowerCenter and its features such as working on sources, targets, transformations, performance optimization, and managing your data at speed. [/box]Our article explores what Slowly Changing Dimensions (SCD) are and how to implement them in Informatica PowerCenter. As the name suggests, SCD allows maintaining changes in the Dimension table in the data warehouse. These are dimensions that gradually change with time, rather than changing on a regular basis. When you implement SCDs, you actually decide how you wish to maintain historical data with the current data. Dimensions present within data warehousing and in data management include static data about certain entities such as customers, geographical locations, products, and so on.Here we talk about general SCDs: SCD1, SCD2, and SCD3. Apart from these, there are also Hybrid SCDs that you might come across. A Hybrid SCD is nothing but a combination of multiple SCDs to serve your complex business requirements.Types of SCDThe various types of SCD are described as follows:Type 1 dimension mapping (SCD1): This keeps only current data and does not maintain historical data.Note : Use SCD1 mapping when you do not want history of previous data.Type 2 dimension/version number mapping (SCD2): This keeps current as well as historical data in the table. It allows you to insert new records and changed records using a new column (PM_VERSION_NUMBER) by maintaining the version number in the table to track the changes. We use a new column PM_PRIMARYKEY to maintain the history.Note : Use SCD2 mapping when you want to keep a full history of dimension data, and track the progression of changes using a version number.Consider there is a column LOCATION in the EMPLOYEE table and you wish to track the changes in the location on employees. Consider a record for Employee ID 1001 present in your EMPLOYEE dimension table. Steve was initially working in India and then shifted to USA. We are willing to maintain history on the LOCATION field.Type 2 dimension/flag mapping: This keeps current as well as historical data in the table. It allows you to insert new records and changed records using a new column (PM_CURRENT_FLAG) by maintaining the flag in the table to track the changes. We use a new column PRIMARY_KEY to maintain the history.Note : Use SCD2 mapping when you want to keep a full history of dimension data, and track the progression of changes using a flag.Let's take an example to understand different SCDs.Type 2 dimension/effective date range mapping: This keeps current as well as historical data in the table. SCD2 allows you to insert new records and changed records using two new columns (PM_BEGIN_DATE and PM_END_DATE) by maintaining the date range in the table to track the changes. We use a new column PRIMARY_KEY to maintain the history.Note : Use SCD2 mapping when you want to keep a full history of dimension data, and track the progression of changes using start date and end date.Type 3 Dimension mapping: This keeps current as well as historical data in the table. We maintain only partial history by adding a new column PM_PREV_COLUMN_NAME, that is, we do not maintain full history.Note: Use SCD3 mapping when you wish to maintain only partial history.EMPLOYEE_IDNAMELOCATION1001STEVEINDIAYour data warehouse table should reflect the current status of Steve. To implement this, we have different types of SCDs. SCD1 As you can see in the following table, INDIA will be replaced with USA, so we end up having only current data, and we lose historical data:PM_PRIMARY_KEYEMPLOYEE_IDNAMELOCATION1001001STEVEUSANow if Steve is again shifted to JAPAN, the LOCATION data will be replaced from USA to JAPAN:PM_PRIMARY_KEYEMPLOYEE_IDNAMELOCATION1001001STEVEJAPANThe advantage of SCD1 is that we do not consume a lot of space in maintaining the data. The disadvantage is that we don't have historical data.SCD2 - Version numberAs you can see in the following table, we are maintaining the full history by adding a new record to maintain the history of the previous records:PM_PRIMARYKEYEMPLOYEE_IDNAMELOCATIONPM_VERSION_NUMBER1001001STEVEINDIA01011001STEVEUSA11021001STEVEJAPAN22001002MIKEUK0We add two new columns in the table: PM_PRIMARYKEY to handle the issues of duplicate records in the primary key in the EMPLOYEE_ID (supposed to be the primary key) column, and PM_VERSION_NUMBER to understand current and history records.SCD2 - FLAGAs you can see in the following table, we are maintaining the full history by adding new records to maintain the history of the previous records: PM_PRIMARYKEYEMPLOYEE_IDNAMELOCATIONPM_CURRENT_FLAG1001001STEVEINDIA01011001STEVEUSA1We add two new columns in the table: PM_PRIMARYKEY to handle the issues of duplicate records in the primary key in the EMPLOYEE_ID column, and PM_CURRENT_FLAG to understand current and history records.Again, if Steve is shifted, the data looks like this:PM_PRIMARYKEYEMPLOYEE_IDNAMELOCATIONPM_CURRENT_FLAG1001001STEVEINDIA01011001STEVEUSA01021001STEVEJAPAN1SCD2 - Date rangeAs you can see in the following table, we are maintaining the full history by adding new records to maintain the history of the previous records:PM_PRIMARYKEYEMPLOYEE_IDNAMELOCATIONPM_BEGIN_DATEPM_END_DATE1001001STEVEINDIA01-01-1431-05-141011001STEVEUSA01-06-1499-99-9999We add three new columns in the table: PM_PRIMARYKEY to handle the issues of duplicate records in the primary key in the EMPLOYEE_ID column, and PM_BEGIN_DATE and PM_END_DATE to understand the versions in the data.The advantage of SCD2 is that you have complete history of the data, which is a must for data warehouse.The disadvantage of SCD2 is that it consumes a lot of space.SCD3As you can see in the following table, we are maintaining the history by adding new columns:PM_PRIMARYKEYEMPLOYEE_IDNAMELOCATIONPM_PREV_LOCATION1001001STEVEUSAINDIAAn optional column PM_PRIMARYKEY can be added to maintain the primary key constraints. We add a new column PM_PREV_LOCATION in the table to store the changes in the data. As you can see, we added a new column to store data as against SCD2,where we added rows to maintain history.If Steve is now shifted to JAPAN, the data changes to this:PM_PRIMARYKEYEMPLOYEE_IDNAMELOCATIONPM_PREV_LOCATION1001001STEVEJAPANUSAAs you can notice, we lost INDIA from the data warehouse, that is why we say we are maintaining partial history.Note : To implement SCD3, decide how many versions of a particular column you wish to maintain. Based on this, the columns will be added in the table.SCD3 is best when you are not interested in maintaining the complete but only partial history.The drawback of SCD3 is that it doesn't store the full history.At this point, you should be very clear about the different types of SCDs. We need to implement these concepts practically in Informatica PowerCenter. Informatica PowerCenter provides a utility called wizard to implement SCD. Using the wizard, you can easily implement any SCD. In the next topics, you will learn how to use the wizard to implement SCD1, SCD2, and SCD3.Before you proceed to the next section, please make sure you have a proper understanding of the transformations in Informatica PowerCenter. You should be clear about the source qualifier, expression, filter, router, lookup, update strategy, and sequence generator transformations. Wizard creates a mapping using all these transformations to implement the SCD functionality.When we implement SCD, there will be some new records that need to be loaded into the target table, and there will be some existing records for which we need to maintain the history.Note : The record that comes for the first time in the table will be referred to as the NEW record, and the record for which we need to maintain history will be referred to as the CHANGED record. Based on the comparison of the source data with the target data, we will decide which one is the NEW record and which is the CHANGED record.To start with, we will use a sample file as our source and the Oracle table as the target to implement SCDs. Before we implement SCDs, let's talk about the logic that will serve our purpose, and then we will fine-tune the logic for each type of SCD.Extract all records from the source.Look up on the target table, and cache all the data.Compare the source data with the target data to flag the NEW and CHANGED records.Filter the data based on the NEW and CHANGED flags.Generate the primary key for every new row inserted into the table.Load the NEW record into the table, and update the existing record if needed.In this article we concentrated on a very important table feature called slowly changing dimensions. We also discussed different types of SCDs, i.e., SCD1, SCD2, and SCD3.  Note: This isn't related to the article.If you’d like to learn more about Data Warehousing and Slowly Changing Dimensions (SCD), this book is a strong resource: Data Engineering with dbt by Francesco Zagni. It offers a practical guide to building dependable cloud-based data platforms with SQL and dbt, covering core data modeling concepts and real-world transformation patterns.  
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Vijin Boricha
13 Feb 2018
6 min read
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How to Build a music recommendation system with PageRank Algorithm

Vijin Boricha
13 Feb 2018
6 min read
[box type="note" align="" class="" width=""]This article is an excerpt from a book Mastering Spark for Data Science written by Andrew Morgan and Antoine Amend. In this book, you will learn about advanced Spark architectures, how to work with geographic data in Spark, and how to tune Spark algorithms to scale them linearly.[/box] In today’s tutorial, we will learn to build a recommender with PageRank algorithm. The PageRank algorithm Instead of recommending a specific song, we will recommend playlists. A playlist would consist of a list of all our songs ranked by relevance, most to least relevant. Let's begin with the assumption that people listen to music in a similar way to how they browse articles on the web, that is, following a logical path from link to link, but occasionally switching direction, or teleporting, and browsing to a totally different website. Continuing with the analogy, while listening to music one can either carry on listening to music of a similar style (and hence follow their most expected journey), or skip to a random song in a totally different genre. It turns out that this is exactly how Google ranks websites by popularity using a PageRank algorithm. For more details on the PageRank algorithm visit: h t t p ://i l p u b s . s t a n f o r d . e d u :8090/422/1/1999- 66. p d f . The popularity of a website is measured by the number of links it points to (and is referred from). In our music use case, the popularity is built as the number hashes a given song shares with all its neighbors. Instead of popularity, we introduce the concept of song commonality. Building a Graph of Frequency Co-occurrence We start by reading our hash values back from Cassandra and re-establishing the list of song IDs for each distinct hash. Once we have this, we can count the number of hashes for each song using a simple reduceByKey function, and because the audio library is relatively small, we collect and broadcast it to our Spark executors: val hashSongsRDD = sc.cassandraTable[HashSongsPair]("gzet", "hashes") val songHashRDD = hashSongsRDD flatMap { hash => hash.songs map { song => ((hash, song), 1) } } val songTfRDD = songHashRDD map { case ((hash,songId),count) => (songId, count) } reduceByKey(_+_) val songTf = sc.broadcast(songTfRDD.collectAsMap()) Next, we build a co-occurrence matrix by getting the cross product of every song sharing a same hash value, and count how many times the same tuple is observed. Finally, we wrap the song IDs and the normalized (using the term frequency we just broadcast) frequency count inside of an Edge class from GraphX: implicit class Crossable[X](xs: Traversable[X]) { def cross[Y](ys: Traversable[Y]) = for { x <- xs; y <- ys } yield (x, y) val crossSongRDD = songHashRDD.keys .groupByKey() .values .flatMap { songIds => songIds cross songIds filter { case (from, to) => from != to }.map(_ -> 1) }.reduceByKey(_+_) .map { case ((from, to), count) => val weight = count.toDouble / songTfB.value.getOrElse(from, 1) Edge(from, to, weight) }.filter { edge => edge.attr > minSimilarityB.value } val graph = Graph.fromEdges(crossSongRDD, 0L) We are only keeping edges with a weight (meaning a hash co-occurrence) greater than a predefined threshold in order to build our hash frequency graph. Running PageRank Contrary to what one would normally expect when running a PageRank, our graph is undirected. It turns out that for our recommender, the lack of direction does not matter, since we are simply trying to find similarities between Led Zeppelin and Spirit. A possible way of introducing direction could be to look at the song publishing date. In order to find musical influences, we could certainly introduce a chronology from the oldest to newest songs giving directionality to our edges. In the following pageRank, we define a probability of 15% to skip, or teleport as it is known, to any random song, but this can be obviously tuned for different needs: val prGraph = graph.pageRank(0.001, 0.15) Finally, we extract the page ranked vertices and save them as a playlist in Cassandra via an RDD of the Song case class: case class Song(id: Long, name: String, commonality: Double) val vertices = prGraph .vertices .mapPartitions { vertices => val songIds = songIdsB .value .vertices .map { case (songId, pr) => val songName = songIds.get(vId).get Song(songId, songName, pr) } } vertices.saveAsCassandraTable("gzet", "playlist") The reader may be pondering the exact purpose of PageRank here, and how it could be used as a recommender? In fact, our use of PageRank means that the highest ranking songs would be the ones that share many frequencies with other songs. This could be due to a common arrangement, key theme, or melody; or maybe because a particular artist was a major influence on a musical trend. However, these songs should be, at least in theory, more popular (by virtue of the fact they occur more often), meaning that they are more likely to have mass appeal. On the other end of the spectrum, low ranking songs are ones where we did not find any similarity with anything we know. Either these songs are so avant-garde that no one has explored these musical ideas before, or alternatively are so bad that no one ever wanted to copy them! Maybe they were even composed by that up-and-coming artist you were listening to in your rebellious teenage years. Either way, the chance of a random user liking these songs is treated as negligible. Surprisingly, whether it is a pure coincidence or whether this assumption really makes sense, the lowest ranked song from this particular audio library is Daft Punk's–Motherboard it is a title that is quite original (a brilliant one though) and a definite unique sound. To summarize, we have learnt how to build a complete recommendation system for a song playlist. You can check out the book Mastering Spark for Data Science to deep dive into Spark and deliver other production grade data science solutions. Read our post on how deep learning is revolutionizing the music industry. And here is how you can analyze big data using the pagerank algorithm.  
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Sugandha Lahoti
21 Aug 2019
3 min read
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Google open sources an on-device, real-time hand gesture recognition algorithm built with MediaPipe

Sugandha Lahoti
21 Aug 2019
3 min read
Google researchers have unveiled a new real-time hand tracking algorithm that could be a new breakthrough for people communicating via sign language. Their algorithm uses machine learning to compute 3D keypoints of a hand from a video frame. This research is implemented in MediaPipe which is an open-source cross-platform framework for building multimodal (eg. video, audio, any time series data) applied ML pipelines. What is interesting is that the 3D hand perception can be viewed in real-time on a mobile phone. How real-time hand perception and gesture recognition works with MediaPipe? The algorithm is built using the MediaPipe framework. Within this framework, the pipeline is built as a directed graph of modular components. The pipeline employs three different models: a palm detector model, a handmark detector model and a gesture recognizer. The palm detector operates on full images and outputs an oriented bounding box. They employ a single-shot detector model called BlazePalm, They achieve an average precision of 95.7% in palm detection. Next, the hand landmark takes the cropped image defined by the palm detector and returns 3D hand keypoints. For detecting key points on the palm images, researchers manually annotated around 30K real-world images with 21 coordinates. They also generated a synthetic dataset to improve the robustness of the hand landmark detection model. The gesture recognizer then classifies the previously computed keypoint configuration into a discrete set of gestures. The algorithm determines the state of each finger, e.g. bent or straight, by the accumulated angles of joints. The existing pipeline supports counting gestures from multiple cultures, e.g. American, European, and Chinese, and various hand signs including “Thumb up”, closed fist, “OK”, “Rock”, and “Spiderman”. They also trained their models to work in a wide variety of lighting situations and with a diverse range of skin tones. Gesture recognition - Source: Google blog With MediaPipe, the researchers built their pipeline as a directed graph of modular components, called Calculators. Individual calculators like cropping, rendering , and neural network computations can be performed exclusively on the GPU. They employed TFLite GPU inference on most modern phones. The researchers are open sourcing the hand tracking and gesture recognition pipeline in the MediaPipe framework along with the source code. The researchers Valentin Bazarevsky and Fan Zhang write in a blog post, “Whereas current state-of-the-art approaches rely primarily on powerful desktop environments for inference, our method, achieves real-time performance on a mobile phone, and even scales to multiple hands. We hope that providing this hand perception functionality to the wider research and development community will result in an emergence of creative use cases, stimulating new applications and new research avenues.” People commended the fact that this algorithm can run on mobile devices and is useful for people who communicate via sign language. https://twitter.com/SOdaibo/status/1163577788764495872 https://twitter.com/anshelsag/status/1163597036442148866 https://twitter.com/JonCorey1/status/1163997895835693056 Microsoft Azure VP demonstrates Holoportation, a reconstructed transmittable 3D technology Terrifyingly realistic Deepfake video of Bill Hader transforming into Tom Cruise is going viral on YouTube. Google News Initiative partners with Google AI to help ‘deep fake’ audio detection research
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Vincy Davis
11 Dec 2019
8 min read
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Kaggle's Rachel Tatman on what to do when applying deep learning is overkill 

Vincy Davis
11 Dec 2019
8 min read
Deep learning, an emerging branch of machine learning, has garnered a lot of recognition in the field of technology over the last decade. It is regarded as a game-changer in AI, with distinct progress in computer vision, natural language processing (NLP), speech and other areas of machine learning. This year an Indeed survey found ‘deep learning engineer’ to be the best job in a tech position in the USA. Though deep learning has many benefits and a very appealing track record, not everybody can afford deep learning. It has some downsides like large data requirements, being excessively expensive, and has a high computing time. Below is a breakdown of Rachael Tatman’s talk “Put down the deep learning: When not to use neural networks and what to do instead” at the PyCon 2019 conference that delved into the problems with deep learning. Tatman is a data science advocate at Kaggle. Deep learning models require a very large amount of data in order to perform better than other techniques. Also, according to Tatman, just the compute of a simple image generation model in deep learning can cost around $60,000. This cost will increase with the complexity of the data models. It additionally requires expensive GPUs and hundreds of machines which will again deepen the cost to the user. Many less skilled people also find it difficult to adopt deep learning, as there is no standard theory available for learning about deep learning tools. The choice of a deep learning tool depends on the user’s knowledge of topology, training method, and other parameters. Next, deep learning also takes a lot of time for training large models. As the talk progresses, Tatman provides a list of three different types of models that can be used instead of deep learning. The three proposed models are regression-based models, tree-based models, and distance-based models.  The three proposed models instead of deep learning The most interpretable: Regression-based models The biggest advantage of a regression-based model is that it has a “well-principled” understanding of problems and provides many kinds of regression models, unlike deep learning. Users can simply work through the flowchart and decide on the best type of regression model for their data.  Some other advantages of regression models include its “fast to fit” feature. This means that it is much faster to fit when compared to a neural network, especially “if you're working with a well-optimized library the Python regression libraries tend to vary wildly so you might want to do a little bit of shopping around”. It also works well with small data as Tatman affirmed that she has worked on eight dozen data points. She added that since regression models are easy to interpret, she was able to learn many useful and interesting things from the data.  A few drawbacks of regression models are that a bit more data preparation is needed than for some other methods. They also require validation as regression models are based on strong assumptions about the distribution of the data points or the distribution of the errors.  Tatman also proclaimed that if she were to use a single machine learning model for the rest of her life, it would be a mixed-effects regression model. Mixed-effects models are extensions of linear regression models for data that are collected and summarized in groups. It is mainly used to determine the expected or mean values of the subject population. She believes, “you need to do a little bit more hands-on stuff, you need to do your validation, you probably need to do some additional data cleaning,” however, it only takes some time to do a lot of computing in less money and data. Want to know more about Regression? [box type="shadow" align="" class="" width=""]With so many benefits in regression-based models, you should definitely give Regression models a try. Read our book ‘Python Machine Learning By Example’ written by Yuxi (Hayden) Liu, to learn about regression algorithms and their evaluation. You can also master the art of building your own machine learning systems using other models such as Support Vector Machines and Text Analysis Algorithms with this example-based practical guide.[/box] The user-friendliest: Tree-based models  The next model which has the ability to replace deep learning models is called the tree-based models works that similar to a decision tree. It checks each node for a feature and depending on the value of that feature, the user can decide the path to be followed. When going down a particular path, it again checks for nodes with a feature. In this way, it works recursively to cut down a decision region into smaller chunks. Tatman also notified that developers generally opt for a forests model, instead of a tree-based model. A random forest is an ensemble model that combines many different decision trees together into a single model.  Per Tatman, “If you're in the machine learning community you might actually associate random forests with Kaggle and from 2010 to 2016, about two-thirds of all Kaggle competition winners used random forests.” On the other hand, “less than half use some form of deep learning, also random forests continue to do very well today.”  In the case of classification of data, random forests deliver better performance than logistic regression. It also does not need a lot of data cleaning or model validation. Random forests also do not require a user to convert the categorical variables, it simply undertakes the values and provides a corresponding output. It also supports many easy to use packages like XG boost, LightGBM, CatBoost, and others. In short, regression trees are the most user-friendly model, especially when doing classification. The drawbacks of trees/random forests are that they can easily overfit, it is also more sensitive to differences between datasets. It is less interpretable and requires more compute and training time when compared to regression models. Thus, tree-based models require little money but do need some data and time to train big data sets. The most lightweight: Distance-based models The last model, which according to Tatman can replace deep learning models is a common notation to group together a large group of methods like K-nearest neighbors, Gaussian Mixture models, and Support Vector machine. These models work with the basic idea that “points closer together to each other in a particular feature space are more likely to be in the same group.” The K-nearest neighbor model decides the value of a point based on the nearest majority neighbors. The Gaussian mixture models utilizes any distribution of distribution points that are a mixture of different Gaussians. The support vector model tries to be as far away from all the data points as possible. Distance-based models, particularly support vector models work very well with small data sets. They also tend to train 10 times faster than a regression model on the same data. In terms of accuracy, distance-based models lag behind other models, but in case of quick and dirty modeling, they perform better. They are good at data classification but are a little slower when compared to regression-based models. Consequently, distance-based models take very little time, requires very little money and are extremely lightweight. To conclude, Tatman says that the choice of one’s model should depend on the kind of time and money, the individual or organization possesses. Also, the most vital point to choose a model depends on its performance. Tatman adds, “based on empirical evidence right now it looks like deep learning will perform the best on a given data set given sufficient time money and compute.” Watch Tatman’s full talk for a detailed comparison of the three models. You can learn more about all the above machine learning models from our book, ‘Python Machine Learning By Example’ written by Yuxi (Hayden) Liu. The book will help you in implementing machine learning classification and regression algorithms from scratch in Python. Also, learn how to optimize the performance of a machine learning model for your application from our book. François Chollet, creator of Keras on TensorFlow 2.0 and Keras integration, tricky design decisions in Deep Learning, and more Baidu adds Paddle Lite 2.0, new development kits, EasyDL Pro, and other upgrades to its PaddlePaddle deep learning platform Why use JVM (Java Virtual Machine) for deep learning Prof. Rowel Atienza discusses the intuition behind deep learning, advances in GANs & techniques to create cutting-edge AI models Why Intel is betting on BFLOAT16 to be a game changer for deep learning training? Hint: Range trumps Precision.
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Vincy Davis
16 Sep 2019
14 min read
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How artificial intelligence and machine learning can help us tackle the climate change emergency

Vincy Davis
16 Sep 2019
14 min read
“I don’t want you to be hopeful. I want you to panic. I want you to feel the fear I feel every day. And then I want you to act on changing the climate”- Greta Thunberg Greta Thunberg is a 16-year-old Swedish schoolgirl, who is famously called as a climate change warrior. She has started an international youth movement against climate change and has been nominated as a candidate for the Nobel Peace Prize 2019 for climate activism. According to a recent report by the Intergovernmental Panel (IPCC), climate change is seen as the top global threat by many countries. The effects of climate change is going to make 1 million species go extinct, warns a UN report. The Earth’s rising temperatures are fueling longer and hotter heat waves, more frequent droughts, heavier rainfall, and more powerful hurricanes. Antarctica is breaking. Indonesia, the world's 4th most populous country, just shifted its capital from Jakarta because it's sinking. Singapore's worried investments are moving away. Last year, Europe experienced an  'extreme year' for unusual weather events. After a couple of months of extremely cold weather, heat and drought plagued spring and summer with temperatures well above average in most of the northern and western areas. The UK Parliament has declared ‘climate change emergency’ after a series of intense protests earlier this month. More than 1,200 people were killed across South Asia due to heavy monsoon rains and intense flooding (in some places it was the worst in nearly 30 years). The CampFire, in November 2018, was the deadliest and most destructive in California’s history, causing the death of at least 85 people and destroying about 14,000 homes. Australia’s most populous state New South Wales suffered from an intense drought in 2018. According to a report released by the UN last year, there are “Only 11 Years Left to Prevent Irreversible Damage from Climate Change”.  Addressing climate change: How ARTIFICIAL INTELLIGENCE (AI) can help? As seen above, environmental impacts due to climate changes are clear, the list is vast and depressing. It is important to address climate change issues as they play a key role in the workings of a natural ecosystem like change in the nature of global rainfall, diminishing ice-sheets, and other factors on which the human economy and the civilization depends on. With the help of Artificial Intelligence (AI), we can increase our probability of becoming efficient, or at least slow down the damage caused by climate change. In the recently held ICLR 2019 (International Conference on Learning Representations), Emily Shuckburgh, a Climate scientist and deputy head of the Polar Oceans team at the British Antarctic Survey highlighted the need of actionable information on climate risk. It elaborated on how we can monitor, treat and find a solution to the climate changes using machine learning. Also mentioned is, how AI can synthesize and interpolate different datasets within a framework that will allow easy interrogation by users and near-real time ingestion of new data. According to MIT tech review on climate changes, there are three approaches to address climate change: mitigation, navigation and suffering. Technologies generally concentrate on mitigation, but it’s high time that we give more focus to the other two approaches. In a catastrophically altered world, it would be necessary to concentrate on adaptation and suffering. This review states that, the mitigation steps have had almost no help in preserving fossil fuels. Thus it is important for us to learn to adapt to these changes. Building predictive models by relying on masses of data will also help in providing a better idea of how bad the effect of a disaster can be and help us to visualize the suffering. By implementing Artificial Intelligence in these approaches, it will help not only to reduce the causes but also to adapt to these climate changes. Using AI, we can predict the accurate status of climate change, which will help create better futuristic climate models. These predictions can be used to identify our biggest vulnerabilities and risk zones. This will help us to respond in a better way to the impact of climate change such as hurricanes, rising sea levels, and higher temperatures. Let’s see how Artificial Intelligence is being used in all the three approaches - Mitigation: Reducing the severity of climate change Looking at the extreme climatic changes, many researchers have started exploring how AI can step-in to reduce the effects of climate change. These include ways to reduce greenhouse gas emissions or enhance the removal of these gases from the atmosphere. In view of consuming less energy, there has been an active increase in technologies to use energy smartly. One such startup is the ‘Verv’. It is an intelligent IoT hub which uses patented AI technology to give users the authority to take control of their energy usage. This home energy system provides you with information about your home appliances and other electricity data directly from the mains, which helps to reduce your electricity bills and lower your carbon footprint. ‘Igloo Energy’ is another system which helps customers use energy efficiently and save money. It uses smart meters to analyse behavioural, property occupancy and surrounding environmental data inputs to lower the energy consumption of users. ‘Nnergix’ is a weather analytics startup focused in the renewable energy industry. It collects weather and energy data from multiple sources from the industry in order to feed machine learning based algorithms to run several analytic solutions with the main goal to help any system become more efficient during operations and reduce costs. Recently, Google announced that by using Artificial Intelligence, it’s wind energy has boosted up to 20 percent. A neural network is trained on the widely available weather forecasts and historical turbine data. The DeepMind system is configured to predict the wind power output 36 hours ahead of actual generation. The model then recommends to make hourly delivery commitments to the power grid a full day in advance, based on the predictions. Large industrial systems are the cause of 54% of global energy consumption. This high-level of energy consumption is the primary contributor to greenhouse gas emissions. In 2016, Google’s ‘DeepMind’ was able to reduce the energy required to cool Google Data Centers by 30%. Initially, the team made a general purpose learning algorithm which was developed into a full-fledged AI system with features including continuous monitoring and human override. Just last year, Google has put an AI system in charge of keeping its data centers cool. Every five minutes, AI pulls a snapshot of the data center cooling system from thousands of sensors. This data is fed into deep neural networks, which predicts how different choices will affect future energy consumption. The neural networks are trained to maintain the future PUE (Power Usage Effectiveness) and to predict the future temperature and pressure of the data centre over the next hour, to ensure that any tweaks did not take the data center beyond its operating limits. Google has found that the machine learning systems were able to consistently achieve a 30 percent reduction in the amount of energy used for cooling, the equivalent of a 15 percent reduction in overall PUE. As seen, there are many companies trying to reduce the severity of climate change. Navigation: Adapting to current conditions Though there have been brave initiatives to reduce the causes of climate change, they have failed to show any major results. This could be due to the increasing demand for energy resources, which is expected to grow immensely globally. It is now necessary to concentrate more on adapting to climate change, as we are in a state where it is almost impossible to undo its effects. Thus, it is better to learn and navigate through this climate change. A startup in Berlin, called ‘GreenAdapt’ has created a software using AI, which can tackle local impacts induced both by gradual changes and changes of extreme weather events such as storms. It identifies  effects of climatic changes and proposes adequate adaptation measures. Another startup called ‘Zuli’ has a smartplug that reduces energy use. It contains sensors that can estimate energy usage, wirelessly communicate with your smartphone, and accurately sense your location. A firm called ‘Gridcure’ provides real-time analytics and insights for energy and utilities. It helps power companies recover losses and boost revenue by operating more efficiently. It also helps them provide better delivery to consumers, big reductions in energy waste, and increased adoption of clean technologies. With mitigation and navigation being pursued enough, let’s see how firms are working on futuristic goals. Visualization: Predicting the future It is also equally important to visualize accurate climate models, which will help humans to cope up with the aftereffects of climate change. Climate models are mathematical representations of the Earth's climate system, which takes into account humidity, temperature, air pressure, wind speed and direction, as well as cloud cover and predict future weather conditions. This can help in tackling disasters. It’s also imperative to fervently increase our information on global climate changes which will help to create more accurate models. A startup modeling firm called ‘Jupiter’ is trying to better the accuracy of predictions regarding climate changes. It makes physics-based and Artificial Intelligence-powered decisions using data from millions of ground-based and orbital sensors. Another firm, ‘BioCarbon Engineering’ plans to use drones which will fly over potentially suitable areas and compile 3D maps. Then, it will scatter small containers over the best areas containing fertilized seeds as well as nutrients and moisture gel. In this way, 36,000 trees can be planted every day in a way that is cheaper than other methods. After planting, drones will continue to monitor the germinating seeds and deliver further nutrients when necessary to ensure their healthy growth. This could help to absorb carbon dioxide from the atmosphere. Another initiative is by a ETH doctoral student at the Functional Materials Laboratory, who has developed a cooling curtain made of a porous triple-layer membrane as an alternative to electrically powered air conditioning. In 2017, Microsoft came up with ‘AI for Earth’ initiative, which primarily focuses on climate conservation, biodiversity, etc. AI for Earth awards grants to projects that use artificial intelligence to address critical areas that are vital for building a sustainable future. Microsoft is also using its cloud computing service Azure, to give computing resources to scientists working on environmental sustainability programs. Intel has deployed Artificial Intelligence-equipped Drones in Costa Rica to construct models of the forest terrain and calculate the amount of carbon being stored based on tree height, health, biomass, and other factors. The collected data about carbon capture can enhance management and conservation efforts, support scientific research projects on forest health and sustainability, and enable many other kinds of applications. The ‘Green Horizon Project from IBM’ analyzes environmental data and predicts pollution as well as tests scenarios that involve pollution-reducing tactics. IBM's Deep Thunder’ group works with research centers in Brazil and India to accurately predict flooding and potential mudslides due to the severe storms. As seen above, there are many organizations and companies ranging from startups to big tech who have understood the adverse effects of climate change and are taking steps to address them. However, there are certain challenges/limitations acting as a barrier for these systems to be successful. What do big tech firms and startups lack? Though many big tech and influential companies boast of immense contribution to fighting climate change, there have been instances where these firms get into lucrative deals with oil companies. Just last year, Amazon, Google and Microsoft struck deals with oil companies to provide cloud, automation, and AI services to them. These deals were published openly by Gizmodo and yet didn’t attract much criticism. This trend of powerful companies venturing into oil businesses even after knowing the effects of dangerous climate changes is depressing. Last year, Amazon quietly launched the ‘Amazon Sustainability Data Initiative’.It helps researchers store many weather observations and forecasts, satellite images and metrics about oceans, air quality so that they can be used for modeling and analysis. This encourages organizations to use the data to make decisions which will encourage sustainable development. This year, Amazon has expanded its vision by announcing ‘Shipment Zero’ to make all Amazon shipments with 50% net zero by 2030, with a wider aim to make it 100% in the future. However, Shipment Zero only commits to net carbon reductions. Recently, Amazon ordered 20,000 diesel vans whose emissions will need to be offset with carbon credits. Offsets can entail forest management policies that displace indigenous communities, and they do nothing to reduce diesel pollution which disproportionately harms communities of color. Some in the industry expressed disappointment that Amazon’s order is for 20,000 diesel vans — not a single electric vehicle. In April, Over 4,520 Amazon employees organized against Amazon’s continued profiting from climate devastation. They signed an open letter addressed to Jeff Bezos and Amazon board of directors asking for a company-wide action plan to address climate change and an end to the company’s reliance on dirty energy resources. Recently, Microsoft doubled its internal carbon fee to $15 per metric ton on all carbon emissions. The funds from this higher fee will maintain Microsoft’s carbon neutrality and help meet their sustainability goals. On the other hand, Microsoft is also two years into a seven-year deal—rumored to be worth over a billion dollars—to help Chevron, one of the world’s largest oil companies, better extract and distribute oil.  Microsoft Azure has also partnered with Equinor, a multinational energy company to provide data services in a deal worth hundreds of millions of dollars. Instead of gaining profit from these deals, Microsoft could have taken a stand by ending partnerships with these fossil fuel companies which accelerate oil and gas exploration and extraction. With respect to smaller firms, often it is difficult for a climate-focused conservative startup to survive due to the dearth of finance. Many such organizations are small and relatively weak as they struggle to rise in a sector with little apathy and lack of steady financing. Also startups being non-famous, it is difficult for them to market their ideas and convince people to try their systems. They always need a commercial boost to find more takers. Pitfalls of using Artificial Intelligence for climate preservation Though AI has enormous potential to help us create a sustainable future, it is only part of a bigger set of tools and pathways needed to reach the goal. It also comes with its own limitations and side effects. An inability to control malicious AI can cause unexpected outcomes. Hackers can use AI to develop smart malware that interfere with early warnings, enable bad actors to control energy, transportation or other critical systems and could also get them access to sensitive data. This could result in unexpected outcomes at crucial output points for AI systems. AI bias, is another dangerous phenomena, that can give an irrational result to a working system. Bias in an AI system mainly occurs in the data or in the system’s algorithmic model which may produce incorrect results in its functions and security. [dropcap]M[/dropcap]ore importantly, we should not rely on Artificial Intelligence alone to fight the effects of climate change. Our focus should be to work on the causes of climate change and try to minimize it, from an individual level. Even governments in every country must contribute, by initiating “climate policies” which will help its citizens in the long run. One vital task would be to implement quick responses in case of climate emergencies. Like the recent case of Odisha storms, the pinpoint accuracy by the Indian weather association helped to move millions of people to safe spaces, resulting in minimum casualties. Next up in Climate Amazon employees plan to walkout for climate change during the Sept 20th Global Climate Strike Machine learning experts on how we can use machine learning to mitigate and adapt to the changing climate Now there’s a CycleGAN to visualize the effects of climate change. But is this enough to mobilize action?
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Prasad Ramesh
06 Nov 2018
6 min read
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Technical and hidden debts in machine learning - Google engineers’ give their perspective

Prasad Ramesh
06 Nov 2018
6 min read
In a paper, Google engineers have pointed out the various costs of maintaining a machine learning system. The paper, Hidden Technical Debt in Machine Learning Systems, talks about technical debt and other ML specific debts that are hard to detect or hidden. They found that is common to incur massive maintenance costs in real-world machine learning systems. They looked at several ML-specific risk factors to account for in system design. These factors include boundary erosion, entanglement, hidden feedback loops, undeclared consumers, data dependencies, configuration issues, changes in the external world, and a number of system-level anti-patterns. Boundary erosion in complex models In traditional software engineering, setting strict abstractions boundaries helps in logical consistency among the inputs and outputs of a given component. It is difficult to set these boundaries in machine learning systems. Yet, machine learning is needed in areas where the desired behavior cannot be effectively expressed with traditional software logic without depending on data. This results in a boundary erosion in a couple of areas. Entanglement Machine learning systems mix signals together, entangle them and make isolated improvements impossible. Change to one input may change all the other inputs and an isolated improvement cannot be done. It is referred to as the CACE principle: Change Anything Changes Everything. There are two possible ways to avoid this: Isolate models and serve ensembles. Useful in situations where the sub-problems decompose naturally. In many cases, ensembles work well as the errors in the component models are not correlated. Relying on this combination creates a strong entanglement and improving an individual model may make the system less accurate. Another strategy is to focus on detecting changes in the prediction behaviors as they occur. Correction cascades There are cases where a problem is only slightly different than another which already has a solution. It can be tempting to use the same model for the slightly different problem. A small correction is learned as a fast way to solve the newer problem. This correction model has created a new system dependency on the original model. This makes it significantly more expensive to analyze improvements to the models in the future. The cost increases when correction models are cascaded. A correction cascade can create an improvement deadlock. Visibility debt caused by undeclared consumers Many times a model is made widely accessible that may later be consumed by other systems. Without access controls, these consumers may be undeclared, silently using the output of a given model as an input to another system. These issues are referred to as visibility debt. These undeclared consumers may also create hidden feedback loops. Data dependencies cost more than code dependencies Data dependencies can carry a similar capacity as dependency debt for building debt, only more difficult to detect. Without proper tooling to identify them, data dependencies can form large chains that are difficult to untangle. They are of two types. Unstable data dependencies For moving along the process quickly, it is often convenient to use signals from other systems as input to your own. But some input signals are unstable, they can qualitatively or quantitatively change behavior over time. This can happen as the other system updates over time or made explicitly. A mitigation strategy is to create versioned copies. Underutilized data dependencies Underutilized data dependencies are input signals that provide little incremental modeling benefit. These can make an ML system vulnerable to change where it is not necessary. Underutilized data dependencies can come into a model in several ways—via legacy, bundled, epsilon or correlated features. Feedback loops Live ML systems often end up influencing their own behavior on being updated over time. This leads to analysis debt. It is difficult to predict the behavior of a given model before it is released in such a case. These feedback loops are difficult to detect and address if they occur gradually over time. This may be the case if the model is not updated frequently. A direct feedback loop is one in which a model may directly influence the selection of its own data for future training. In a hidden feedback loop, two systems influence each other indirectly. Machine learning system anti-patterns It is common for systems that incorporate machine learning methods to end up with high-debt design patterns. Glue code: Using generic packages results in a glue code system design pattern. In that, a massive amount of supporting code is typed to get data into and out of general-purpose packages. Pipeline jungles: Pipeline jungles often appear in data preparation as a special case of glue code. This can evolve organically with new sources added. The result can become a jungle of scrapes, joins, and sampling steps. Dead experimental codepaths: Glue code commonly becomes increasingly attractive in the short term. None of the surrounding structures need to be reworked. Over time, these accumulated codepaths create a growing debt due to the increasing difficulties of maintaining backward compatibility. Abstraction debt: There is a lack of support for strong abstractions in ML systems. Common smells: A smell may indicate an underlying problem in a component system. These can be data smells, multiple-language smell, or prototype smells. Configuration debt Debt can also accumulate when configuring a machine learning system. A large system has a wide number of configurations with respect to features, data selection, verification methods and so on. It is common that configuration is treated an afterthought. In a mature system, config lines can be larger than the code lines themselves and each configuration line has potential for mistakes. Dealing with external world changes ML systems interact directly with the external world and the external world is rarely stable. Some measures that can be taken to deal with the instability are: Fixing thresholds in dynamic systems It is necessary to pick a decision threshold for a given model to perform some action. Either to predict true or false, to mark an email as spam or not spam, to show or not show a given advertisement. Monitoring and testing Unit testing and end-to-end testing cannot ensure complete proper functioning of an ML system.  For long-term system reliability, comprehensive live monitoring and automated response is critical. Now there is a question of what to monitor. The authors of the paper point out three areas as starting points—prediction bias, limits for actions, and upstream producers. Other related areas in ML debt In addition to the mentioned areas, an ML system may also face debts from other areas. These include data testing debt, reproducibility debt, process management debt, and cultural debt. Conclusion Moving quickly often introduces technical debt. The most important insight from this paper, according to the authors is that technical debt is an issue that both engineers and researchers need to be aware of. Paying machine learning related technical debt requires commitment, which can often only be achieved by a shift in team culture. Prioritizing and rewarding this effort which needs to be recognized is important for the long-term health of successful machine learning teams. For more details, you can read the paper at NIPS website. Uses of Machine Learning in Gaming Julia for machine learning. Will the new language pick up pace? Machine learning APIs for Google Cloud Platform
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Pravin Dhandre
25 Jul 2018
17 min read
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4 powerful custom visuals in Power BI: Why, When, and How to add [Tutorial]

Pravin Dhandre
25 Jul 2018
17 min read
Power BI report authors and BI teams are well-served to remain conscience of both the advantages and limitations of custom visuals. For example, when several measures or dimension columns need to be displayed within the same visual, custom visuals such as the Impact Bubble Chart and the Dot Plot by Maq Software may exclusively address this need. In many other scenarios, a trade-off or compromise must be made between the incremental features provided by a custom visual and the rich controls built into a standard Power BI visual. In this tutorial, we show how to add a custom visual to Power BI and explore 4 powerful custom visuals, and the distinct scenarios and features they support. The Power BI tutorial is taken from Mastering Microsoft Power BI. Learn more - read the book here. Custom visuals available in AppSource and within the integrated custom visuals store for Power BI Desktop are all approved for running in browsers and on mobile devices via the Power BI mobile apps. A subset of these visuals have been certified by Microsoft and support additional Power BI features such as email subscriptions and export to PowerPoint. Additionally, certified custom visuals have met a set of code requirements and have passed strict security tests. The list of certified custom visuals and additional details on the certification process is available here. Adding a custom visual Custom visuals can be added to Power BI reports by either downloading .pbiviz files from Microsoft AppSource or via the integrated Office Store of custom visuals in Power BI Desktop. Utilizing AppSource requires the additional step of downloading the file; however, it can be more difficult to find the appropriate visual as the visuals are not categorized. However, AppSource provides a link to download a sample Power BI report (.pbix file) to learn how the visual is used, such as how it uses field inputs and formatting options. Additionally, AppSource includes a short video tutorial on building report visualizations with the custom visual. The following image reflects Microsoft AppSource filtered by the Power BI visuals Add-ins category: The following link filters AppSource to the Power BI custom visuals per the preceding image: http://bit.ly/2BIZZbZ. The search bar at the top and the vertical scrollbar on the right can be used to browse and identify custom visuals to download. Each custom visual tile in AppSource includes a Get it now link which, if clicked, presents the option to download either the custom visual itself (.pbiviz file) or the sample report for the custom visual (.pbix file). Clicking anywhere else in the tile other than Get it now prompts a window with a detailed overview of the visual, a video tutorial, and customer reviews. To add custom visuals directly to Power BI reports, click the Import from store option via the ellipsis of the Visulaizations pane, as per the following image: If a custom visual (.pbiviz file) has been downloaded from AppSource, the Import from file option can be used to import this custom visual to the report. Additionally, both the Import from store and Import from file options are available as icons on the Home tab of the Report view in Power BI Desktop. Selecting Import from store launches an MS Office Store window of Power BI Custom Visuals. Unlike AppSource, the visuals are assigned to categories such as KPIs, Maps, and Advanced Analytics, making it easy to browse and compare related visuals. More importantly, utilizing the integrated Custom Visuals store avoids the need to manage .pbiviz files and allows report authors to remain focused on report development. As an alternative to the VISUALIZATIONS pane, the From Marketplace and From File icons on the Home tab of the Report view can also be used to add a custom visual. Clicking the From Marketplace icon in the follow image launches the same MS Office Store window of Power BI Custom visuals as selecting Import from store via the VISUALIZATIONS pane: In the following image, the KPIs category of Custom visuals is selected from within the MS Office store: The Add button will directly add the custom visual as a new icon in the Visualizations pane. Selecting the custom visual icon will provide a description of the custom visual and any customer reviews. The Power BI team regularly features new custom visuals in the blog post and video associated with the monthly update to Power BI Desktop. The visual categories, customer reviews, and supporting documentation and sample reports all assist report authors in choosing the appropriate visual and using it correctly. Organizations can also upload custom visuals to the Power BI service via the organization visuals page of the Power BI Admin portal. Once uploaded, these visuals are exposed to report authors in the MY ORGANIZATION tab of the custom visuals MARKETPLACE as per the following example: This feature can help both organizations and report authors simplify their use of custom visuals by defining and exposing a particular set of approved custom visuals. For example, a policy could define that new Power BI reports must only utilize standard and organizational custom visuals. The list of organizational custom visuals could potentially only include a subset of the visuals which have been certified by Microsoft. Alternatively, an approval process could be implemented so that the use case for a custom visual would have to be proven or validated prior to adding this visual to the list of organizational custom visuals. Power KPI visual Key Performance Indicators (KPIs) are often prominently featured in Power BI dashboards and in the top left area of Power BI report pages, given their ability to quickly convey important insights. Unlike card and gauge visuals which only display a single metric or a single metric relative to a target respectively, KPI visuals support trend, variance, and conditional formatting logic. For example, without analyzing any other visuals, a user could be drawn to a red KPI indicator symbol and immediately understand the significance of a variance to a target value as well as the recent performance of the KPI metric. For some users, particularly executives and senior managers, a few KPI visuals may represent their only exposure to an overall Power BI solution, and this experience will largely define their impression of Power BI's capabilities and the Power BI project. Given their power and important use cases, report authors should become familiar with both the standard KPI visual and the most robust custom KPI visuals such as the Power KPI Matrix, the Dual KPI, and the Power KPI. Each of these three visuals have been developed by Microsoft and provide additional options for displaying more data and customizing the formatting and layout. The Power KPI Matrix supports scorecard layouts in which many metrics can be displayed as rows or columns against a set of dimension categories such as Operational and Financial. The Dual KPI, which was featured in the Microsoft Power BI Cookbook (https://www.packtpub.com/big-data-and-business-intelligence/microsoft-power-bi-cookbook), is a good choice for displaying two closely related metrics such as the volume of customer service calls and the average waiting time for customer service calls. One significant limitation of custom KPI visuals is that data alerts cannot be configured on the dashboard tiles reflecting these visuals in the Power BI service. Data alerts are currently exclusive to the standard card, gauge, and KPI visuals. In the following Power KPI visual, Internet Net Sales is compared to Plan, and the prior year Internet Net Sales and Year-over-Year Growth percent metrics are included to support the context: The Internet Net Sales measure is formatted as a solid, green line whereas the Internet Sales Plan and Internet Net Sales (PY) measures are formatted with Dotted and Dot-dashed line styles respectively. To avoid clutter, the Y-Axis has been removed and the Label Density property of the Data labels formatting card has been set to 50 percent. This level of detail (three measures with variances) and formatting makes the Power KPI one of the richest visuals in Power BI. The Power KPI provides many options for report authors to include additional data and to customize the formatting logic and layout. Perhaps its best feature, however, is the Auto Scale property, which is enabled by default under the Layout formatting card. For example, in the following image, the Power KPI visual has been pinned to a Power BI dashboard and resized to the smallest tile size possible: As per the preceding dashboard tile, the less critical data elements such as July through August and the year-over- year % metric were removed. This auto scaling preserved space for the KPI symbol, the axis value (2017-Nov), and the actual value ($296K). With Auto Scale, a large Power KPI custom visual can be used to provide granular details in a report and then re-used in a more compact format as a tile in a Power BI dashboard. Another advantage of the Power KPI is that minimal customization of the data model is required. The following image displays the dimension column and measures of the data model mapped to the field inputs of the aforementioned Power KPI visual: The Sales and Margin Plan data is available at the monthly grain and thus the Calendar Yr-Mo column is used as the Axis input. In other scenarios, a Date column would be used for the Axis input provided that the actual and target measures both support this grain. The order of the measures used in the Values field input is interpreted by the visual as the actual value, the target value, and the secondary value. In this example, Internet Net Sales is the first or top measure in the Values field and thus is used as the actual value (for example, $296K for November). A secondary value as the third measure in the Values input (Internet Net Sales (PY)) is not required if the intent is to only display the actual value versus its target. The KPI Indicator Value and Second KPI Indicator Value fields are also optional. If left blank, the Power KPI visual will automatically calculate these two values as the percentage difference between the actual value and the target value, and the actual value and the secondary value respectively. In this example, these two calculations are already included as measures in the data model and thus applying the Internet Net Sales Var to Plan % and Internet Net Sales (YOY %) measures to these fields further clarifies how the visual is being used. If the metric being used as the actual value is truly a critical measure (for example, revenue or count of customers) to the organization or the primary user, it's almost certainly appropriate that related target and variance measures are built into the Power BI dataset. In many cases, these additional measures will be used independently in their own visuals and reports. Additionally, if a target value is not readily available, such as the preceding example with the Internet Net Sales Plan, BI teams can work with stakeholders on the proper logic to apply to a target measure, for example, 10 percent greater than the previous year. The only customization required is the KPI Indicator Index field. The result of the expression used for this field must correspond to one of five whole numbers (1-5) and thus one of the five available KPI Indicators. In the following example, the KPI Indicators KPI 1 and KPI 2 have been customized to display a green caret up icon and a red caret down icon respectively: Many different KPI Indicator symbols are available including up and down arrows, flags, stars, and exclamation marks. These different symbols can be formatted and then displayed dynamically based on the KPI Indicator Index field expression. In this example, a KPI index measure was created to return the value 1 or 2 based on the positive or negative value of the Internet Net Sales Var to Plan % measure respectively: Internet Net Sales vs Plan Index = IF([Internet Net Sales Var to Plan %] > 0,1,2) Given the positive 4.6 percent variance for November of 2017, the value 1 is returned by the index expression and the green caret up symbol for KPI 1 is displayed. With five available KPI Indicators and their associated symbols, it's possible to embed much more elaborate logic such as five index conditions (for example, poor, below average, average, above average, good) and five corresponding KPI indicators. Four different layouts (Top, Left, Bottom, and Right) are available to display the values relative to the line chart. In the preceding example, the Top layout is chosen as this results in the last value of the Axis input (2017-Nov) to be displayed in the top left corner of the visual. Like the standard line chart visual in Power BI Desktop, the line style (for example, Dotted, Solid, Dashed), color, and thickness can all be customized to help distinguish the different series. Chiclet Slicer The standard slicer visual can display the items of a source column as a list or as a dropdown. Additionally, if presented as a list, the slicer can optionally be displayed horizontally rather than vertically. The custom Chiclet Slicer, developed by Microsoft, allows report authors to take even greater control over the format of slicers to further improve the self-service experience in Power BI reports. In the following example, a Chiclet Slicer has been formatted to display calendar months horizontally as three columns: Additionally, a dark green color is defined as the Selected Color property under the Chiclets formatting card to clearly identify the current selections (May and June). The Padding and Outline Style properties, also available under the Chiclets card, are set to 1 and Square respectively, to obtain a simple and compact layout. Like the slicer controls in Microsoft Excel, Chiclet Slicers also support cross highlighting. To enable cross highlighting, specify a measure which references a fact table as the Values input field to the Chiclet Slicer. For example, with the Internet Net Sales measure set as the Values input of the Chiclet Slicer, a user selection on a bar representing a product in a separate visual would update the Chiclet Slicer to indicate the calendar months without Internet Sales for the given product. The Disabled Color property can be set to control the formatting of these unrelated items. Chiclet Slicers also support images. In the following example, one row is used to display four countries via their national flags: For this visual, the Padding and Outline Style properties under the Chiclets formatting card are set to 2 and Cut respectively. Like the Calendar Month slicer, a dark green color is configured as the Selected Color property helping to identify the country or countries selected—Canada, in this example. The Chiclet Slicer contains three input field wells—Category, Values, and Image. All three input field wells must have a value to display the images. The Category input contains the names of the items to be displayed within the Chiclets. The Image input takes a column with URL links corresponding to images for the given category values. In this example, the Sales Territory Country column is used as the Category input and the Internet Net Sales measure is used as the Values input to support cross highlighting. The Sales Territory URL column, which is set as an Image URL data category, is used as the Image input. For example, the following Sales Territory URL value is associated with the United States: http://www.crwflags.com/fotw/images/u/us.gif. A standard slicer visual can also display images when the data category of the field used is set as Image URL. However, the standard slicer is limited to only one input field and thus cannot also display a text column associated with the image. Additionally, the standard slicer lacks the richer cross-highlighting and formatting controls of the Chiclet Slicer. Impact Bubble Chart One of the limitations with standard Power BI visuals is the number of distinct measures that can be represented graphically. For example, the standard scatter chart visual is limited to three primary measures (X-AXIS, Y-AXIS, and SIZE), and a fourth measure can be used for color saturation. The Impact Bubble Chart custom visual, released in August of 2017, supports five measures by including a left and right bar input for each bubble. In the following visual, the left and right bars of the Impact Bubble Chart are used to visually indicate the distribution of AdWorks Net Sales between Online and Reseller Sales channels: The Impact Bubble Chart supports five input field wells: X-AXIS, Y-AXIS, SIZE, LEFT BAR, and RIGHT BAR. In this example, the following five measures are used for each of these fields respectively: AdWorks Net Sales, AdWorks Net Margin %, AdWorks Net Sales (YTD), Internet Net Sales, and Reseller Net Sales. The length of the left bar indicates that Australia's sales are almost exclusively derived from online sales. Likewise, the length of the right bar illustrates that Canada's sales are almost wholly obtained via Reseller Sales. These graphical insights per item would not be possible for the standard Power BI scatter chart. Specifically, the Internet Net Sales and Reseller Net Sales measures could only be added as Tooltips, thus requiring the user to hover over each individual bubble. In its current release, the Impact Bubble Chart does not support the formatting of data labels, a legend, or the axis titles. Therefore, a supporting text box can be created to advise the user of the additional measures represented. In the top right corner of this visual, a text box is set against the background to associate measures to the two bars and the size of the bubbles. Dot Plot by Maq Software Just as the Impact Bubble Chart supports additional measures, the Dot Plot by Maq Software allows for the visualization of up to four distinct dimension columns. With three Axis fields and a Legend field, a measure can be plotted to a more granular level than any other standard or custom visual currently available to Power BI. Additionally, a rich set of formatting controls are available to customize the Dot Plot's appearance, such as orientation (horizontal or vertical), and whether the Axis categories should be split or stacked. In the following visual, each bubble represents the internet sales for a specific grouping of the following dimension columns: Sales Territory Country, Product Subcategory, Promotion Type, and Customer History Segment: For example, one bubble represents the Internet Sales for the Road Bikes Product Subcategory within the United States Sales Territory Country, which is associated with the volume discount promotion type and the first year Customer History Segment. In this visual, the Customer History Segment column is used as the legend and thus the color of each bubble is automatically formatted to one of the three customer history segments. In the preceding example, the Orientation property is set to Horizontal and the Split labels property under the Axis category formatting card is enabled. The Split labels formatting causes the Sales Territory Country column to be displayed on the opposite axis of the Product Subcategory column. Disabling this property results in the two columns being displayed as a hierarchy on the same axis with the child column (Product Subcategory) positioned inside the parent column (Sales Territory Country). Despite its power in visualizing many dimension columns and its extensive formatting features, data labels are currently not supported. Therefore, when the maximum of four dimension columns are used, such as in the previous example, it's necessary to hover over the individual bubbles to determine which specific grouping the bubble represents, such as in the following example: With this, you can easily extend solutions beyond the capabilities of Power BI's standard visuals and support specific and unique, complex use-cases. If you found this tutorial useful, do check out the book Mastering Microsoft Power BI and develop visually rich, immersive, and interactive Power BI reports and dashboards. Building a Microsoft Power BI Data Model How to build a live interactive visual dashboard in Power BI with Azure Stream How to use M functions within Microsoft Power BI for querying data “Tableau is the most powerful and secure end-to-end analytics platform”: An interview with Joshua Milligan
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Thomas LeBlanc, Bhavik Merchant
03 Dec 2024
15 min read
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Mastering Performance Tuning with DAX Studio and VertiPaq Analyzer

Thomas LeBlanc, Bhavik Merchant
03 Dec 2024
15 min read
This article is an excerpt from the book, "Microsoft Power BI Performance Best Practices - Second Edition", by Thomas LeBlanc, Bhavik Merchant. Overcome common challenges in data management, visualization, and security with this updated edition of Microsoft Power BI Performance Best Practices, and ramp-up your Power BI solutions, achieve faster insights, and drive better business outcomes.IntroductionOptimizing performance and storage in Power BI and Analysis Services can be a complex task. However, tools like DAX Studio and VertiPaq Analyzer simplify this process by providing insightful metrics and performance-tuning capabilities. This article explores how to leverage these tools to analyze semantic models, identify performance bottlenecks, and optimize DAX queries. We'll discuss key features such as viewing model metrics, capturing and analyzing query traces, and testing optimizations using DAX Studio's query editor.Tuning with DAX Studio and VertiPaq AnalyserDAX Studio, as the name implies, is a tool centered on DAX queries. It provides a simple yet intuitive interface with powerful features to browse and query Analysis Services semantic models. We will cover querying later in this section. For now, let’s look deeper into semantic models.The Analysis Services engine has supported dynamic management views (DMVs) for over a decade. These views refer to SQL-like queries that can be executed on Analysis Services to return information about semantic model objects and operations.VertiPaq Analyzer is a utility that uses publicly documented DMVs to display essential information about which structures exist inside the semantic model and how much space they occupy. It started life as a standalone utility, published as a Power Pivot for an Excel workbook, and still exists in that form today. In this chapter, we will refer to its more recent incarnation as a built-in feature of DAX Studio 3.0.11.It is interesting to note that VertiPaq is the original name given to the compressed column store engine within Analysis Services (Verti referring to columns and Paq referring to compression).Analyzing model size with VertiPaq AnalyzerVertiPaq Analyzer is built into DAX Studio as the View Metrics features, found in the Advanced tab of the toolbar. You simply click the icon to have DAX Studio run the DMVs for you and display statistics in a tabular form. This is shown in the following figure:Figure 6.8 – Using View Metrics to generate VertiPaq Analyzer statsYou can switch to the Summary tab of the VertiPaq Analyzer pane to get an idea of the overall total size of the model along with other summary statistics, as shown in the following figure:Figure 6.9 – Summary tab of VertiPaq AnalyzerThe Total Size metric provided in the previous figure will often be larger than the size of the semantic model on disk (as a .pbix file or Analysis Services .abf backup). This is because there are additional structures required when the model is loaded into memory, which is particularly true of Import mode semantic models.In Chapter 2, Exploring Power BI Architecture and Configuration, we learned about Power BI’s compressed column storage engine. The DMV statistics provided by VertiPaq Analyzer let us see just how compressible columns are and how much space they are taking up. It also allows us to observe other objects, such as relationships.The Columns tab is a great way to see whether you have any columns that are very large relative to others or the entire dataset. The following figure shows the columns view for the same model we saw in Figure 6.9. You can see how from 238 columns, a single column called SalesOrderNumber takes up a staggering 22.40% of the whole model size! It’s interesting to see its Cardinality (or uniqueness) value is about twelve times lower than the next largest column (SalesKey):|Figure 6.10 – Two columns monopolizing the semantic modelIn Figure 6.10, we can also see that Data Type is String for Online Sale-SalesOrderNumber, which was a column suggested by Tabular Editor to have a large dictionary footprint. These statistics would lead you to deduce that this column contains long, unique test values that do not compress well because there is a large cardinality. Indeed, in this case, the column contains a sales order number that is unique to each order plus is not used to group or slice analytical data in a Power BI report well.This analysis may lead you to re-evaluate the need for this level of reporting in the analysis of sales data. You’d need to ask yourself whether the extra storage space and time taken to build compressed columns and potentially other structures is worth it for your business case. In cases of highly detailed data such as this where you do not need detail-level sales order data, consider limiting the analysis to customer-related data such as demographics or date attributes such as year and month.Now, let’s learn about how DAX Studio can help us with performance analysis and improvement.Performance tuning the data model and DAXThe first-party option for capturing Analysis Services traces is SQL Server Profiler. When starting a trace, you must identify exactly which events to capture, which requires some knowledge of the trace events and what they contain. Even with this knowledge, working with the trace data in Profi ler can be tough since the tool was designed primarily to work with SQL Server application traces. The good news is that DAX Studio can start an Analysis Services server trace and then parse and format all the data to show you relevant results in a well-presented way within its user interface. It allows us to both tune and measure queries in a single place and provides features for Analysis Services that make it a good alternative SQL profiler for tuning semantic models.Capturing and replaying queriesThis All Queries command in the Traces section of the DAX Studio toolbar will start a trace against the semantic model you have connected to. Figure 6.11 shows the result when a trace is successfully started:Figure 6.11 – Query trace successfully started in DAX StudioOnce your trace has started, you can interact with the semantic model outside DAX Studio, and it will capture queries for you. How you interact with the semantic model depends on where it is. For a semantic model running on your computer in Power BI Desktop, you would simply interact with the report. This would generate queries that DAX Studio will see. The All Queries tab at the bottom of the tool is where the captured queries are listed in time order with durations in milliseconds. The following figure shows two queries captured when opening the Unique by Account No page from the Slow vs Fast Measures.pbix sample file:Figure 6.12 – Queries captured by DAX StudioThe preceding queries come from a screen that has the same table results in a visual, but two different DAX measures that calculate the aggregation. These measures make one table come back in less than a second while the other returns in about 17 seconds. The following figure shows the page in the report:Figure 6.13 – Tables with the same results but from using different measuresThe following screenshot shows the results of the Performance Analyzer for the tables previously.Observe how one query took over 17 seconds, whereas the other took under 1 second:Figure 6.14 – Vastly different query durations for the same visual resultIn Figure 6.12, the second query was double-clicked to bring the DAX text to the editor. You can modify this query in DAX Studio to test performance changes. We see here that the DAX expression for the UniqueRedProducts_Slow measure was not efficient. We’ll learn a technique to optimize queries soon, but first, we need to learn about capturing query performance traces.Obtaining query timingsTo get detailed query performance information, you can use the Server Timings command shown in Figure 6.11. After starting the trace, you can run queries and then use the Server Timings tab to see how the engine executed the query, as shown in the following figure:Figure 6.15 – Server Timings showing detailed query performance statisticsFigure 6.15 gives very useful information. FE and SE refer to the formula engine and storage engine. The storage engine is fast and multi-threaded, and its job is fetching data. It can apply basic logic such as filtering data to retrieve only what is needed. The formula engine is single-threaded, and it generates a query plan, which is the physical steps required to compute the result. It also performs calculations on the data such as joins, complex filters, aggregations, and lookups. We want to avoid queries that spend most of the time in the formula engine, or that execute many queries in the storage engine. The bottom-left section of Figure 6.15 shows that we executed almost 4,900 SE queries. The list of queries to the right shows many queries returning only one result, which is suspicious.For comparison, we look at timing for the fastest version of the query and we see the following:Figure 6.16 – Server Timings for a fast version of the queryIn Figure 6.16, we can see that only three server engine queries were run this time, and the result was obtained much faster (milliseconds compared to seconds).The faster DAX measure was as follows:UniqueRedProducts_Fast = CALCULATE( DISTINCTCOUNT('SalesOrderDetail'[ProductID]), 'Product'[Color] = "Red" )The slower DAX measure was as follows:UniqueRedProducts_Slow = CALCULATE( DISTINCTCOUNT('SalesOrderDetail'[ProductID]), FILTER('SalesOrderDetail', RELATED('Product'[Color]) = "Red"))TipThe Analysis Services engine does use data caches to speed up queries. These caches contain uncompressed query results that can be reused later to save time fetching and decompressing data. You should use the Clear Cache button in DAX Studio to force these caches to be cleared and get a proper worst-case performance measure. This is visible in the menu bar in Figure 6.11.We will build on these concepts when we look at DAX and model optimizations in later chapters. Now, let’s look at how we can experiment with DAX and query changes in DAX Studio.Modifying and tuning queriesEarlier in this section, we saw how we could capture a query generated by a Power BI visual and then display its text. A nice trick we can use here is to use query-scoped measures to override the measure definition and see how performance differs.The following figure shows how we can search for a measure, right-click, and then pull its definition into the query editor of DAX Studio:Figure 6.17 – The Define Measure option and result in the Query paneWe can now modify the measure in the query editor, and the engine will use the local definition instead of the one defined in the model! This technique gives you a fast way to prototype DAX enhancements without having to edit them in Power BI and refresh visuals over many iterations.Remember that this technique does not apply any changes to the dataset you are connected to. You can optimize expressions in DAX Studio, then transfer the definition to Power BI Desktop/Visual Studio when ready. The following figure shows how we changed the definition of UniqueRedProducts_ Slow in a query-scoped measure to get a huge performance boast:Figure 6.18 – Modified measure giving better resultsThe technique described here can be adapted to model changes too. For example, if you wanted to determine the impact of changing a relationship type, you could run the same queries in DAX Studio before and after the change to draw a comparison.Here are some additional tips for working with DAX Studio:Isolate measure: When performance tuning a query generated by a report visual, comment out complex measures and then establish a baseline performance score. Th en, add each measure back to the query individually and check the speed. This will help identify the slowest measures in the query and visual context.Work with Desktop Performance Analyzer traces: DAX Studio has a facility to import the trace files generated by Desktop Performance Analyzer. You can import trace files using the Load Perf Data button located next to All Queries highlighted in Figure 6.12. This trace can be captured by one person and then shared with a DAX/modeling expert who can use DAX Studio to analyze and replay their behavior. The following figure shows how DAX Studio formats the data to make it easy to see which visual component is taking the most time. It was generated by viewing each of the three report pages in the Slow vs Fast Measures.pbix sample file:Figure 6.19 – Performance Analyzer trace shows the slowest visual in the reportExport/import model metrics: DAX Studio has a facility to export or import the VertiPaq model metadata using .vpax files. These files do not contain any of your data. They contain table names, column names, and measure definitions. If you are not concerned with sharing these definitions, you can provide .vpax files to others if you need assistance with model optimizationConclusionDAX Studio and VertiPaq Analyzer are indispensable tools for anyone working with Power BI or Analysis Services models. From detailed model size analysis to advanced performance tuning, these tools empower users to identify inefficiencies and implement optimizations effectively. By using their robust features, such as the ability to view metrics, trace query performance, and prototype query changes, professionals can ensure their models are both efficient and scalable. Mastery of these tools lays a solid foundation for building high-performing, resource-efficient analytical solutions.Author BioThomas LeBlanc is a seasoned Business Intelligence Architect at Data on the Geaux, where he applies his extensive skillset in dimensional modeling, data visualization, and analytical modeling to deliver robust solutions. With a Bachelor of Science in Management Information Systems from Louisiana State University, Thomas has amassed over 30 years of experience in Information Technology, transitioning from roles as a software developer and database administrator to his current expertise in business intelligence and data warehouse architecture and management.Throughout his career, Thomas has spearheaded numerous impactful projects, including consulting for various companies on Power BI implementation, serving as lead database administrator for a major home health care company, and overseeing the implementation of Power BI and Analysis Service for a large bank. He has also contributed his insights as an author to the Power BI MVP book.Thomas is recognized as a Microsoft Data Platform MVP and is actively engaged in the tech community through his social media presence, notably as TheSmilinDBA on Twitter and ThePowerBIDude on Bluesky and Mastodon. With a passion for solving real-world business challenges with technology, Thomas continues to drive innovation in the field of business intelligence.Bhavik Merchant has nearly 18 years of deep experience in Business Intelligence. He is currently the Director of Product Analytics at Salesforce. Prior to that, he was at Microsoft, first as a Cloud Solution Architect and then as a Product Manager in the Power BI Engineering team. At Power BI, he led the customer-facing insights program, being responsible for the strategy and technical framework to deliver system-wide usage and performance insights to customers. Before Microsoft, Bhavik spent years managing high-caliber consulting teams delivering enterprise-scale BI projects. He has provided extensive technical and theoretical BI training over the years, including expert Power BI performance training he developed for top Microsoft Partners globally.
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Savia Lobo
19 Sep 2019
5 min read
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GitHub acquires Semmle to secure open-source supply chain; attains CVE Numbering Authority status

Savia Lobo
19 Sep 2019
5 min read
Yesterday, GitHub announced that it has acquired Semmle, a code analysis platform provider and also that it is now a Common Vulnerabilities and Exposures (CVE) Numbering Authority. https://twitter.com/github/status/1174371016497405953 The Semmle acquisition is a part of the plan to securing the open-source supply chain, Nat Friedman explains in his blog post. Semmle provides a code analysis engine, named QL, which allows developers to write queries that identify code patterns in large codebases and search for vulnerabilities and their variants. Security researchers use Semmle to quickly find vulnerabilities in code with simple declarative queries. “Semmle is trusted by security teams at Uber, NASA, Microsoft, Google, and has helped find thousands of vulnerabilities in some of the largest codebases in the world, as well as over 100 CVEs in open source projects to date,” Friedman writes. Also Read: GitHub now supports two-factor authentication with security keys using the WebAuthn API Semmle originally spun out of research at Oxford in 2006 announced a $21 million Series B investment led by Accel Partners, last year. “In total, the company raised $31 million before this acquisition,” Techcrunch reports. Shanku Niyogi, Senior Vice President of Product at GitHub, in his blog post writes, “An important measure of the success of Semmle’s approach is the number of vulnerabilities that have been identified and disclosed through their technology. Today, over 100 CVEs in open source projects have been found using Semmle, including high-profile projects like Apache Struts, Apple’s XNU, the Linux Kernel, Memcached, U-Boot, and VLC. No other code analysis tool has a similar success rate.” GitHub also announced that it has been approved as a CVE Numbering Authority for open source projects. Now, GitHub will be able to issue CVEs for security advisories opened on GitHub, allowing for even broader awareness across the industry. With Semmle integration, every CVE-ID can be associated with a Semmle QL query, which can then be shared and tracked by the broader developer community. The CVE approval will make it easier for project maintainers to report security flaws directly from their repositories. Also, GitHub can assign CVE identifiers directly and post them to the CVE List and the National Vulnerability Database (NVD). Earlier this year, GitHub acquired Dependabot, to provide automatic security fixes natively within GitHub. With automatic security fixes, developers no longer need to manually patch their dependencies. When a vulnerability is found in a dependency, GitHub will automatically issue a pull request on downstream repositories with the information needed to accept the patch. In August, GitHub was in the limelight for being a part of the Capital One data breach that affected 106 million users in the US and Canada. The law firm Tycko & Zavareei LLP filed a lawsuit in California’s federal district court on behalf of their plaintiffs Seth Zielicke and Aimee Aballo. Also Read: GitHub acquires Spectrum, a community-centric conversational platform Both plaintiffs claimed Capital One and GitHub were unable to protect user’s personal data. The complaint highlighted that Paige A. Thompson, the alleged hacker stole the data in March, posted about the theft on GitHub in April. According to the lawsuit, “As a result of GitHub’s failure to monitor, remove, or otherwise recognize and act upon obviously-hacked data that was displayed, disclosed, and used on or by GitHub and its website, the Personal Information sat on GitHub.com for nearly three months.” The Semmle acquisition may be GitHub’s move to improve security for users in the future. It would be interesting to know how GitHub will mold security for users with additional CVE approval. A user on Reddit writes, “I took part in a tutorial session Semmle held at a university CS society event, where we were shown how to use their system to write semantic analysis passes to look for things like use-after-free and null pointer dereferences. It was only an hour and a bit long, but I found the query language powerful & intuitive and the platform pretty effective. At the time, you could set up your codebase to run Semmle passes on pre-commit hooks or CI deployments etc. and get back some pretty smart reporting if you had introduced a bug.” The user further writes, “The session focused on Java, but a few other languages were supported as first-class, iirc. It felt kinda like writing an SQL query, but over AST rather than tuples in a table, and using modal logic to choose the selections. It took a little while to first get over the 'wut' phase (like 'how do I even express this'), but I imagine that a skilled team, once familiar with the system, could get a lot of value out of Semmle's QL/semantic analysis, especially for large/enterprise-scale codebases.” https://twitter.com/kurtseifried/status/1174395660960796672 https://twitter.com/timneutkens/status/1174598659310313472 To know more about this announcement in detail, read GitHub’s official blog post. Other news in Data Keras 2.3.0, the first release of multi-backend Keras with TensorFlow 2.0 support is now out Introducing Microsoft’s AirSim, an open-source simulator for autonomous vehicles built on Unreal Engine GQL (Graph Query Language) joins SQL as a Global Standards Project and is now the international standard declarative query language for graphs
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Vincy Davis
11 Dec 2019
5 min read
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Getting to know PyMC3, a probabilistic programming framework for Bayesian Analysis in Python

Vincy Davis
11 Dec 2019
5 min read
Bayes' theorem, named after 18th-century British mathematician Thomas Bayes, is a mathematical formula for determining conditional probability. This theorem is used to revise or update existing predictions or theories using new or additional evidence. Bayes theorem is also used in the field of data science as it provides a rule for moving from a prior probability to a posterior probability.  In Bayesian statistics, a prior probability is the probability of an event before a new data is collected and a posterior probability is a conditional probability that is allotted after the relevant evidence is acquired. Hence, the Bayes algorithm is one of the most popular machine learning techniques in the field of data science.  In this post, we are going to discuss a specific Bayesian implementation called probabilistic programming (PP) in Python, considering that modern Bayesian statistics is mainly done by writing code. The probabilistic programming enables flexible specification of complex Bayesian statistical models, thus giving users the ability to focus more on model design, evaluation, and interpretation, and less on mathematical or computational details. Further Reading [box type="shadow" align="" class="" width=""]To know more about Bayesian data analysis techniques using PyMC3 and ArviZ, read our book ‘Bayesian Analysis with Python’, written by Osvaldo Martin. This book will help you acquire skills for a practical and computational approach towards Bayesian statistical modeling. The book also lists the best practices in Bayesian Analysis with the help of sample problems and practice exercises.[/box] A group of researchers have published a paper “Probabilistic Programming in Python using PyMC” exhibiting a primer on the use of PyMC3 for solving general Bayesian statistical inference and prediction problems. PyMC3 is a popular open-source PP framework in Python with an intuitive and powerful syntax closer to the natural syntax statisticians. The PyMC3 installation depends on several third-party Python packages which are automatically installed when installing via pip. It requires four dependencies: Theano, NumPy, SciPy, and Matplotlib. To undertake the full advantage of PyMC3, the researchers suggest, the optional dependencies Pandas and Patsy should also be installed using: pip install patsy pandas. How to use PyMC3 in probabilistic programming? In the paper, the researchers have utilized a simple Bayesian linear regression model with normal priors for the parameters. The unknown variables in the model are also assigned a prior distribution. The artificial data in the model are then simulated using NumPy’s random module, followed by the PyMC3 model to retrieve the corresponding parameters. The straightforward PyMC3 model structure is used to generate the unknown data as it is close to the statistical notation.  Firstly, the necessary components are imported from PyMC to build the required model. It is represented in the full format initially and then explained partly. The paper states, “Following instantiation of the model, the subsequent specification of the model components is performed inside a with statement: with basic_model: This creates a context manager, with our basic model as the context, that includes all statements until the indented block ends.” This means that all the PyMC3 objects introduced in the indented code block below the with statements are added to the model behind the scenes. In the absence of this context manager idiom, users would be forced to manually associate each of the variables with the basic model immediately after we create them. Also, if a user tries to create a new random variable without a with model: statement, it will cause an error due to the absence of an obvious model for the variable to be added to.  Next, to obtain posterior estimates for the unknown variables in the model, the posterior estimates are calculated analytically. The researchers have explained two approaches to obtain posterior estimates, users can choose either of them depending on the structure of the model and the goals of the analysis. The first approach is called finding the maximum a posteriori (MAP) point using optimization methods and the second approach is computing summaries based on samples drawn from the posterior distribution using Markov Chain Monte Carlo (MCMC) sampling methods. For producing a posterior analysis of the required model, PyMC3 provides plotting and summarization functions for inspecting the sampling output.  A simple posterior plot can be created using traceplot. In the traceplot, the left column consists of the smoothed histogram while the right column contains the samples of the Markov chain plotted in sequential order. In addition, the summary function of PyMC3 also provides a text-based output of common posterior statistics. You can also learn more about the practical implementation of PyMC3 and its loss functions in the book ‘Bayesian Analysis with Python’ by Packt Publishing. How Facebook data scientists use Bayesian optimization for tuning their online systems How to perform exception handling in Python with ‘try, catch and finally’ Fake Python libraries removed from PyPi when caught stealing SSH and GPG keys, reports ZDNet Netflix open-sources Metaflow, its Python framework for building and managing data science projects ActiveState adds thousands of curated Python packages to its platform
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Amey Varangaonkar
02 Apr 2018
7 min read
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Top 5 free Business Intelligence tools

Amey Varangaonkar
02 Apr 2018
7 min read
There is no shortage of business intelligence tools available to modern businesses today. But they're not always easy on the pocket. Great functionality, stylish UI and ease of use always comes with a price tag. If you can afford it, great - if not, it's time to start thinking about open source and free business intelligence tools.  Free business intelligence tools can power your business Take a look at 5 of the best free or open source business intelligence tools. They're all as effective and powerful as anything you'd pay a premium for. You simply need to know what you're doing with them. BIRT BIRT (Business Intelligence and Reporting Tools) is an open-source project that offers industry-standard reporting and BI capabilities. It's available as both a desktop and web application. As a top-level project within the umbrella of the Eclipse Foundation, it's got a good pedigree that means you can be confident in its potency. BIRT is especially useful for businesses which have a working environment built around Java and Java EE, as its reporting and charting engines can integrate seamlessly with Java. From creating a range of reports to different types of charts and graphs, BIRT can also be used for advanced analytical tasks. You can learn about the impressive reporting capabilities that BIRT offers on its official features page. Pros: The BIRT platform is one of the most popularly used open source business intelligence tools across the world, with more than 12 million downloads and 2.5 million users across more than 150 countries. With a large community of users, getting started with this tool, or getting solutions to problems that you might come across should be easy. Cons: Some programming experience, preferably in Java, is required to make the best use of this tool. The complex functions and features may not be easy to grasp for absolute beginners. Jaspersoft Community Jaspersoft, formerly known as Panscopic, is one of the leading open source suites of tools for a variety of reporting and business intelligence tasks. It was acquired by TIBCO in 2014 in a deal worth approximately $185 million, and has grown in popularity ever since. Jaspersoft began with the promise of “saving the world from the oppression of complex, heavyweight business intelligence”, and the Community edition offers the following set of tools for easier reporting and analytics: JasperReports Server: This tool is used for designing standalone or embeddable reports which can be used across third party applications JasperReports Library: You can design pixel-perfect reports from different kinds of datasets Jaspersoft ETL: This is a popular warehousing tool powered by Talend for extracting useful insights from a variety of data sources Jaspersoft Studio: Eclipse-based report designer for JasperReports and JasperReports Server Visualize.js: A JavaScript-based framework to embed Jaspersoft applications Pros: Jaspersoft, like BIRT, has a large community of developers looking to actively solve any problem they might come across. More often than not, your queries are bound to be answered satisfactorily. Cons: Absolute beginners might struggle with the variety of offerings and their applications. The suite of Jaspersoft tools is more suited for someone with an intermediate programming experience. KNIME KNIME is a free, open-source data analytics and business intelligence company that offers a robust platform for reporting and data integration. Used commonly by data scientists and analysts, KNIME offers features for data mining, machine learning and data visualization in order to build effective end-to-end data pipelines. There are 2 major product offerings from KNIME: KNIME Analytics Platform KNIME Cloud Analytics Platform Considered to be one of the most established players in the Analytics and business intelligence market, KNIME has customers in over 60 countries worldwide. You can often find KNIME featured as a ‘Leader’ in the Gartner Magic Quadrant. It finds applications in a variety of enterprise use-cases, including pharma, CRM, finance, and more. Pros: If you want to leverage the power of predictive analytics and machine learning, KNIME offers you just the perfect environment to build industry-standard, accurate models. You can create a wide variety of visualizations including complex plots and charts, and perform complex ETL tasks with relative ease. Cons: KNIME is not suited for beginners. It's built instead for established professionals such as data scientists and analysts who want to conduct analyses quickly and efficiently. Tableau Public Tableau Public’s promise is simple - “Visualize and share your data in minutes - for free”. Tableau is one of the most popular business intelligence tools out there, rivalling the likes of Qlik, Spotfire, Power BI among others. Along with its enterprise edition which offers premium analytics, reporting and dashboarding features, Tableau also offers a freely available Public version for effective visual analytics. Last year, Tableau released an announcement that the interactive stories and reports published on the Tableau Public platform had received more than 1 billion views worldwide. Leading news organizations around the world, including BBC and CNBC, use Tableau Public for data visualization. Pros: Tableau Public is a very popular tool with a very large community of users. If you find yourself struggling to understand or execute any feature on this platform, there are ample number of solutions available on the community forums and also on forums such as Stack Overflow. The quality of visualizations is industry-standard, and you can publish them anywhere on the web without any hassle. Cons:It’s quite difficult to think of any drawback of using Tableau Public, to be honest. Having limited features as compared to the enterprise edition of Tableau is obviously a shortcoming, though. [box type="info" align="" class="" width=""]Editor’s tip: If you want to get started with Tableau Public and create interesting data stories using it, Creating Data Stories with Tableau Public is one book you do not want to miss out on![/box] Microsoft Power BI Microsoft Power BI is a paid, enterprise-ready offering by Microsoft to empower businesses to find intuitive data insights across a variety of data formats. Microsoft also offers a stripped-down version of Power BI with limited Business Intelligence capabilities called as Power BI Desktop. In this free version, users are offered up to 1 GB of data to work on, and the ability to create different kinds of visualizations on CSV data as well as Excel spreadsheets. The reports and visualizations built using Power BI Desktop can be viewed on mobile devices as well as on browsers, and can be updated on the go. Pros: Free, very easy to use. Power BI Desktop allows you to create intuitive visualizations and reports. For beginners looking to learn the basics of Business Intelligence and data visualization, this is a great tool to use. You can also work with any kind of data and connect it to the Power BI Desktop effortlessly. Cons: You don’t get the full suite of features on Power BI Desktop which make Power BI such an elegant and wonderful Business Intelligence tool. Also, new reports and dashboards cannot be created via the mobile platform. [box type="info" align="" class="" width=""]Editor’s Tip: If you want to get started with Microsoft Power BI, or want handy tips on using Power BI effectively, our Microsoft Power BI Cookbook will prove to be of great use! [/box] There are a few other free and open source tools which are quite effective and find a honorary mention in this article. We were absolutely spoilt for choices, and choosing the top 5 tools list among all these options was a lot of hard work! Some other tools which deserve a honorary mention are - Dataiku Free Edition, Pentaho Community Edition, QlikView Personal Edition, Rapidminer, among others. You may want to check them out as well. What do you think about this list? Are there any other free/open source business intelligence tools which should’ve made it into list?
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