Before you Begin

This 10-minute tutorial shows you how to automatically generate insights from your data using the Explain machine learning capability in Oracle Analytics.

Background

The machine learning Explain algorithm generates data insights and patterns about the selected data element in the context of the whole dataset.

Selecting Explain generates visualizations that describe basic facts, key drivers of the column values, segments (hidden groupings), and anomalies. Segments are leaf nodes containing data classification rules for the node's data value in the data that correlate and predict outcome values for the selected attribute. Anomalies are outliers or unexpected results for the data model used to Explain the attribute column. The Explain-Anomalies algorithm is not the same algorithm used for Advanced Analytics Outliers.

What Do You Need?

Add the Dataset and Prepare the Data

Before using the Explain algorithm, you can review the data profiling results in the Prepare page, and implement changes to standardize the data.

  1. Sign in to Oracle Analytics.

    When using Oracle Analytics Desktop, you must install machine learning (DVML) to use Diagnostics Analytics (Explain), Machine Learning Studio, or advanced analytics.

  2. On the Home page, click Create, and then click Dataset.
  3. In Create Dataset, click Drop data file here or click to browse, select the terminations_workers_details.xlsx file, and then click Open.
  4. In Create Dataset Table from terminations_workers_details.xlsx, click OK.
  5. Click the terminations_workers_details tab. Select the Tenure in Months column, click Measure Measure icon, and then click Attribute.
  6. In Tenure in Months properties, click Number Format Number Format icon. In the Number Format row, click Auto, and then select Number. In the Decimal Places row, click 2, and then select 1.
  7. Select the Terminations Week column, click Measure Measure icon, and then select Attribute.
  8. Click Save Save icon. In Save Dataset As, enter terminations_workers_details in Name, and then click OK.


    Description of quality_insights.png follows
    Description of the illustration quality_insights.png

Visualize the Data

In this section, you select the basic facts generated by the Explain machine learning algorithm. You can also view the key drivers, segments, and anomalies for the termination type column.

Oracle Analytics enables Auto Insights as the default behavior.

  1. In the terminations_workers_details dataset, click Create Workbook.
  2. Close the Auto Insights panel.
  3. In the Data pane, right-click Termination Type, and then select Explain Termination Type.


    Description of explain_term_type.png follows
    Description of the illustration explain_term_type.png
  4. In Explain Termination Type, hover your cursor over the upper right side of the canvas, and then click Select for Canvas Select for Canvas icon. When the check mark selected for the canvas changes to green, click Add Selected.
  5. In the Data pane, right-click Termination Type, select Explain. In Explain Termination Type, click Key Drivers of Termination Type.


    You could select the visualizations generated for key drivers of termination type data to explore the data further. These visualizations aren't used in this tutorial.

    Key drivers for Termination Type
    Description of the illustration key_driver_vizs.png
  6. Click X to close Explain Termination Type.
  7. Click Save, and select Save As. In Save Workbook, enter HR Attrition in the Name field, and then click Save Save icon.

Explain Resignations

In this section, you analyze resignations to uncover the reason why employees voluntarily resign. You also identify the departments that had the most resignations.

  1. In the visualization, hover your cursor over Resigned, right-click and select Keep Selected.
  2. From the Data pane, select Termination Reason, and then drag it to the canvas. Select Termination Reason, drag it to Color to switch places with Termination Type.
  3. Click Properties Properties icon. In the Title row, click Auto, select Custom, and then enter Resignation Reason as the title of the visualization.


    Reasons for Resignations
    Description of the illustration term_type_term_reason.png
  4. In the Data pane, hold down the Ctrl key and select the following:
    • Termination Department
    • Termination Reason
    • # of Terminations
  5. Right-click, select Pick Visualization, and then select Horizontal Stacked Horizontal Stacked icon.
  6. Click the visualization Menu Visualization menu , select Sort by, select # of Terminations, and then select High to Low.
  7. Click Properties Properties icon, click Auto in the Title row, and then select Custom. In Title, enter Resignations by Dept and Reason.
  8. Click Save Save icon.


    Reasons for Resignations
    Description of the illustration resignations.png

Analyze Trends in Resignations

In this section, you complete the picture of the termination data.

  1. In the Data pane, hold-down the Ctrl key, select Termination Week and # of Terminations. Right-click, select Pick Visualization, and then select Line Line visualization icon.


    Number of Terminations by Week
    Description of the illustration term_count_by_week.png
  2. In the line visualization, hover over the line, right-click and select Add Statistics, and then select Add Trend Line.


    Terminations Trends
    Description of the illustration trendline.png
  3. In Properties Properties icon. In the Title row, click Auto and select Custom. In Title, enter Terminations by Week Trend.
  4. Click Note Add Note icon and select Add Note. In the Note field, enter Career progression is the primary reason for resignations. Click Save.


    Termination Analysis
    Description of the illustration hr_attrition_analysis.png

Create a Presentation

In this section, you create the view your users see when the workbook is opened.

  1. Click Present. From Canvases, drag Explain Termination Type to Drag a Canvas Here to Begin.
  2. In the Explain Termination Type canvas, click the menu Canvas Menu icon, and then select Rename Page.
  3. In the Page Title field, enter Attrition Reasons.
  4. Click Active Canvas. In the Filter Bar group, remove the check for Termination Type.
  5. Click Save.
  6. Click Preview Preview icon.


    Attrition Reasons
    Description of the illustration attrition_reasons.png
  7. Click Edit Edit icon icon return to the Present page.


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