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Capitalize Analytics Blog

Upcoming Oil & Gas Webinar! DataHub: How to Trim Months Off Your System Implementation & Asset Migration

Monday, December 10, 2018 @ 12:00 PM CST

Asset migration and reporting is painful! DataHub can help!

If you’ve ever implemented a revenue accounting or land system, or converted from one system to another, you know the process is PAINFUL! It can take months to manually set up assets in a new system and it can be very error-prone.

Capitalize has implemented and converted hundreds of clients and assets over the past 13 years. We’ve improved each process every time, first with scripts to accelerate implementation, and now via a platform we have developed to trim months off your acquisition, divestiture, or system implementation.

That platform, called DataHub, is a “universal translator” that:

1) Automates the movement of master and transactional data from one system to another
2) Allows you to easily migrate single or multiple assets from your Test environment to Production
3) Creates a multi-data source “data warehouse” for cross-system reporting

DataHub allows us to move data from one accounting system to another (examples include Waterfield, Quorum, or even Excel spreadsheets) in a fraction of the time normally required. We can also combine your measurement, revenue, and financials into single reports and dashboards for a single view of your operation.

This webinar is ideal for oil & gas professionals working with revenue or land accounting software.

If you know the pain of implementation, migration, and reporting we can help! Join our webinar on December 10, 2018 and let us give you a deeper dive into what DataHub is and how it can save your organization both time and money!

Can’t make it? Still register and we’ll send you the recording!

Register Now

UPCOMING WEBINAR! Cognos 11.1 is a game changer! Let us show you why!

IBM recently released Cognos Analytics 11.1 and the buzz is in the air. Many in the industry feel this release is MAJOR in both added functionality and value. With over 20 years of experience in the analytics space, the Capitalize team agrees!

Please join us on Tuesday, November 6th at 1:00 pm EST where we give viewers a straightforward, in-depth look and demonstration of the new content and features including:

  • Data exploration guided by artificial intelligence (AI)
  • Increased geospatial capabilities
  • Automatic visualization recommendations
  • Ability to reuse content for quick, easy creation of new dashboards, reports, etc.
  • Stunning and fast visualizations
  • Simplified data preparation
  • Expanded machine learning processing

This webinar is intended for people interested in learning more about IBM Cognos and current users. We’ll even cover licensing and pricing!

Can’t make it? No worries! Go ahead and register and we’ll make sure to send you the recording.



Discount Codes for ThoughtSpot Beyond 2018 Conference

ThoughtSpot: Search & AI-Driven Analytics Platform for Humans

  • The world’s first relational search engine.
  • Get automated insights in a single click.
  • Data insights you can trust.
  • Maximum sources. Minimum modeling.
  • Get up and analyzing fast.
  • Scale enterprise-wide to everyone.

ThoughtSpot is holding their first conference, Beyond 2018, on November 13-15, 2018 in Washington DC. It promises to be The Enterprise Data & Analytics Event of the Year – you won’t want to miss it!

Hear from analytics thought leaders like Billy Beane, former General Manager of the Oakland Athletics and author of “MoneyBall;” Jaya Kolhatkar, Chief Data Officer of Hulu, and many more. Learn about cutting-edge trends in analytics and hear directly from enterprises actively transforming their businesses with advanced analytics.

ThoughtSpot has generously provided Capitalize Analytics with a discount code to share with those interested in attending. Codes are limited, so if you want to attend Beyond 2018, please contact us at marketing@capitalizeconsulting.com right away to take advantage!

For more information about ThoughtSpot:  https://www.thoughtspot.com/

For more information about Beyond 2018:  https://www.thoughtspot.com/beyond2018

Upcoming Webinar: Empower Your K12 Departments with Dashboarding and Analytics Using Tableau

Thursday, September 20, 2018 1:00 PM CDT

School districts have analysts in nearly every department. They analyze attendance, assessments, enrollment, performance, curriculum, financials, – the list is endless. With Tableau, you no longer have to rely on IT to create every report or dashboard.

In this webinar, we’ll show you how districts are using data from Excel, the SIS, and ERP to quickly answer ad-hoc questions and how you can build dashboards to enable principals, superintendents, school board members, etc. to make decisions with data-driven information.

Join us on September 20th to learn more!

After registering, you will receive a confirmation email containing information about joining the webinar.

Can’t make it? Still register and we’ll send you the recording!


Upcoming Alteryx Higher Education Webinar

Alteryx: How Higher Ed Institutions Nationwide Are Simplifying Data Access, Automating Processes, and Forging Ahead with Predictive Analytics!

Higher education has so much data from the registrar’s office, admissions, financial aid, and institutional advancement, just to name a few. Alteryx helps institutions wrangle all this data by enabling higher ed departments and personnel to prep, blend, and analyze multiple data sources from across the university to help answer their most pressing questions and predict outcomes.

In this webinar, attendees will learn how Alteryx helps with:

Data integration to keep up with the ever-changing student, staff, and overlapping data changes.
Process automation to identify at-risk students and notify advisors and other applicable departments.
Predictive analytics to forecast student enrollment after application & acceptance. Alteryx’s geospatial capabilities will also be highlighted in this topic.

While these are just a few examples, Alteryx is relevant to everyone in higher education. If data integration takes up too much of your time, if you repeat the same steps in Excel each month, or if predictive analytics has moved to the top of your to-do list, then join us on Wednesday, September 26, 2018 at 12 PM CT to let us show you how Alteryx is the answer!

After registering, you will receive a confirmation email containing information about joining the webinar.

Can’t make it? Still register and we’ll send you the recording!


Invitation: North Texas IBM Cognos User Group Meeting

Capitalize Analytics is sponsoring the next North Texas IBM Cognos User Group Meeting on Thursday, August 16, 2018. We, along with IBM, would like to invite you to attend!

The meeting will run from 8:30 am to 1:00 pm with a continental breakfast and lunch provided.

Some of the topics covered will be:

  • Cognos Analytics Tips and Tricks: Use Cognos Analytics to Update Databases, Call Webservices, & Send Emails with Multiple Attached Documents/Reports by Capitalize Analytics
  • Cognos Analytics at Scale: How Cognos Analytics is Enabling Success at 100s of School Districts Nationwide
  • Cognos Analytics in a Diverse Technology World: How Other BI/ETL/Predictive Technologies Work with Cognos as Part of an Enterprise Data Analytics Strategy
  • IBM Watson Studio: Build/Train AI Model in One Integrated Environment

To register, please click here:

Registration Link

The meeting will take place at the IBM offices located at Beltline in Coppell.

1177 South Belt Line Road

Coppell TX 75019-4652

*Enter through the customer entrance – the front doors facing Beltline.

We look forward to seeing you there!

DataRobot: Capitalizing on the AI/Machine Learning Revolution

Here at Capitalize, we continually search out emerging technologies that are revolutionizing operations and insights for our customers. For the past several years, leaders in their respective industries have been focused on digitalization and improving infrastructures. These initiatives have been purpose-built to arm their data scientists with the information required for advanced analytics.

In fact, Forrester published an article in 2017 about artificial intelligence (AI) and how it will drive the Insights revolution. They have predicted that “AI companies will take $1.2 trillion from competitors by 2020.” Companies who fail to embrace this new revolution will be faced with a steep challenge ahead to maintain market share.

With so many different use cases and potential for AI and Automated Machine Learning across every industry, Capitalize Analytics wants to make sure we find and deliver technologies that position our customers for success. We search for easy-to-use, quick-to-implement, reliable products to recommend to our clients interested in placing themselves at the head of the artificial intelligence revolution.

Recently we reached out to DataRobot, an artificial intelligence and Automated Machine Learning platform with a vision for enabling data-driven organizations to embrace this innovation. Their goal is to make AI easy to use, easy to understand, and easy to apply, and to make it applicable to every business process to predict outcomes. This allows the data-driven enterprise to adapt to new conditions at incredible speeds and continually self-optimize based on predictions of their future state.

While AI is conceptually appealing, it does present a few challenges at the start, the most obvious of which is staffing. Organizations today are faced with a lack of experienced data scientists on staff, due to high demand and low supply in the job market. Today, predictive initiatives require individuals possessing a blend of:

  • Domain Expertise with knowledge of the business and its issues and most importantly, knowledge of the available data.
  • Programming Skills including the ability to write code which is necessary to gather, interrogate, manipulate the data to extract actionable insights and build and implement the proper models.
  • Advanced Mathematics and Statistics Skills with knowledge of applicable algorithms and the experience to interpret and explain their findings.


We were excited to learn that with their Automated ML platform, DataRobot reduces dependency on this difficult-to-find programming, mathematical, and statistical expertise. This reduced dependency on internal resources frees up the business to gain greater insight through:

  • Accessibility, requiring little to no data science experience required to get started.
  • Speed, training, and testing hundreds of models in a fraction of the time it takes the average data scientist to create one model.
  • Transparency, this is not a black box environment enabling users to see everything that is happening under the hood.
  • Mass Model Production, speed of model creation turns your users into a mass-producing model factory.
  • Deployment, no re-coding is required to deploy models, and this deployment can be completed in a manner of minutes.


But what good does this predictive technology do without the ability to combine, visualize, distribute, and understand its findings? Integrating with today’s data technology leaders, DataRobot helps bridge several solutions together to develop an advanced analytics ecosystem. They do this by combing data from on-premises big data warehouses like Cloudera and Hortonworks; utilizing Cloud analytics platforms like AWS, Azure, and Google cloud; then leveraging data preparation tools such as Alteryx, Trifecta, and Paxata.

The final step in delivering these predictions to the organization is accomplished through integrations with data visualization tools such as Qlik and Tableau. In this way, DataRobot can truly make everyone in the organization a “Citizen Data Scientist.”


To read what Forbes is saying about DataRobot click here: DataRobot Puts The Power Of Machine Learning In The Hands Of Business Analysts – Forbes

To watch a recording of our webinar and see a brief demonstration of this powerful platform click here: Capitalize Vendor Spotlight: DataRobot


Alteryx Solution for Updating Workers’ Compensation Code on Employee Records

There are many times when we need to get large amounts of data into a system, but the front end of the application doesn’t provide a way to do it quickly. This creates a dilemma of how to get hundreds or thousands of items loaded, without doing it by hand, which could take days. Alteryx is a solution that makes data movement, blending, and loading quick and easy. It is also a solution that requires ZERO SQL, or other coding skills so more users can be part of the process.

During a new implementation of PowerSchool’s eFinancePLUS, a district wanted to use the system’s ability to calculate the workers’ compensation premiums during the pay run processing. They created the appropriate codes and assigned them to the right job classes for the processing to occur. However, the codes were not able to be added en masse to individual employee records for later use in running informational reports.

Because the district had added the codes to employee records in a spreadsheet, an Alteryx workflow was created to update the appropriate table in the database with the assigned codes. An explanation of the workflow process follows.

The actual SQL server/database connection information is hard-coded in the workflow.

The demographic conversion spreadsheet with employee information has many columns, but it must have the [EMPLOYEE NUMBER] and [WORKCOMP] columns. It can only contain one sheet.

Since the directory path and name of the spreadsheet could vary, a ‘File Browse’ Interface Tool is used to ask the user to locate the desired file. Text is displayed that instructs the user on what to do.


An ‘Action’ Interface Tool is used to tell Alteryx what to do with the information. In this case, the action type is ‘Update Input Data Tool (Default)’ and it is required.


An ‘Input Data’ tool is used to define information about the spreadsheet data. The default name assigned in the configuration will be replaced with the file name selected by the user in the previous step.


A ‘Select’ tool is used to keep only the employee number and workers comp code from all the columns in the spreadsheet. The Size field of the workers comp code was changed from the default setting of 255 to 4, as that’s how it’s defined in the database table.


A ‘Filter’ tool is used with a Custom Filter to keep only the rows where both the employee number and the workers comp code are not Null. The expression used is:


This tool has two outputs – T(rue) and F(alse). Nothing is done with the records that don’t meet the criteria and that portion of the workflow ends. The rows that meet the condition are passed to the ‘Join’ Tool.

An ‘Input Data’ tool is used to connect to the server and access the reference table where the valid workers’ comp codes are assigned to job classes. A SQL statement is used to accomplish this and is entered in the ‘Table or Query’ configuration option:
Select distinct wkr_comp From clstable

A list of distinct values is returned as the same code could be assigned to more than one job class. The resulting rows are passed to the ‘Join’ Tool.
A ‘Join’ tool combines the output from the previous steps and has three possible outputs. ‘Join by Specific Fields’ is selected in the configuration and the common field from the database table is associated to the common field from the employee information (workers’ comp code).


The ‘Left’ output contains the database reference table values that don’t match any of the employee records. Nothing is done with these records and this portion of the workflow ends.

The ‘Right’ output contains the employee records with a workers’ comp code that has not been assigned to any job class records. Since pay run processing is based on values in the job class table, if codes assigned to employees are NOT assigned to any job class records, no processing occurs and having employees assigned to these codes is irrelevant. These records will be displayed for the user to review.

The ‘Join’ output contains the employee records with a workers’ comp code that has been assigned to at least one job class. These records can be used to update the database table.

An ‘Output Data’ tool is used to update the database table. The server information and destination table are hard-coded in the configuration. The ‘Output Options’ value is set to ‘Update: Warn on Update Failure’ and the ‘Append Field Map’ uses a ‘Custom Mapping’ to assign the workflow fields to the corresponding table fields, as shown:

A ‘Sort’ tool is used to sort the records needing review by the user since their workers’ comp codes didn’t exist in the job class table. They are sorted by workers’ comp code then employee number.


A ‘Table’ tool is used to set up the layout of the records for use in a report. ‘Table Mode’ is set to Basic in the configuration and ‘Show Column Headings’ is selected. The workers’ comp code is displayed first, then the employee number.


A ‘Report Header’ tool is used to create a title for the report. The date and time is included in the header for this report, but no logo is added.


A ‘Layout’ tool is used to order the output on the report. The ‘Layout Mode’ is set to ‘Each Individual Record’ in the configuration and the ‘Per Row Configuration’ specifies the ‘Header’ tool is displayed before the ‘Table’ tool.


A ‘Folder Browse’ tool asks the user where the report should be saved. Text is displayed that instructs the user on what to do.

An ‘Action’ Interface Tool is used to tell Alteryx what to do with the information. In this case, the action type is ‘Update Value (Default)’. The ‘Replace a specific string’ option on the configuration is checked and the file path of the default file name for the report is entered in the text box. This information will be replaced by what the user has selected.



A ‘Render’ tool is used to create the PDF report of the records needing review by the user. The ‘Output Mode’ in the configuration is set to ‘Choose a Specific Output File’ and a default file name including a directory path is entered. The directory path will be replaced by what the user selected in the previous step,                                                       but the file name entered will be used as-is.


Because Interface Tools are used, Alteryx automatically sets the workflow configuration to ‘Analytic App’. (Clicking anywhere on the canvas – not a tool – displays the workflow configuration on the left.)

When the app is run by the user, a dialog box displays:

The user selects both the spreadsheet of employee information to import as well as the directory to save the PDF report in.

Clicking the ‘Finish’ button runs the workflow. If there are records needing review by the user, this displays when the workflow ends:

Clicking ‘OK’ opens the report. The user can also click the ‘Show Output Log’ link to see the number of records processed at each step.

If there are no records needing review by the user, this displays when the workflow ends:

The user is returned to the main dialog screen where they can run the workflow again with a different input file if desired, or click the ‘Exit’ button to close the app.

Using Alteryx to create a workflow allows the user to update data in a table without knowing any SQL. They can run the process multiple times if they decide to change or add codes after the initial run. Built-in data checking can also prevent errors in data later.

For additional information, please contact us at marketing@capitalizeconsulting.com!

Vendor Spotlight Webinar: DataRobot



Automated Machine Learning for Predictive Modeling

Originally Recorded on Wednesday, July 11, 2018 @ 12:00 pm CDT

What should you be doing with AI and Machine Learning?

How are your competitors leveraging predictive models?

According to Forrester Research, AI-driven companies will take $1.2 trillion from competitors by 2020. In the age of artificial intelligence (AI) and big data, organizations must embrace and leverage new automated machine learning technologies to build a competitive advantage and succeed.

In this vendor spotlight webinar, attendees will learn:

  • How machine learning and AI are transforming the way business is done
  • How to implement machine learning initiatives without hiring a large team of difficult-to-find data scientists
  • The basics of automated machine learning and how it enables organizations to make better, faster decisions that result in tangible business value
  • A demo of the DataRobot automated machine learning platform

To keep from falling behind, watch our webinar Automated Machine Learning for Predictive Modeling.

Watch Now

ThoughtSpot 4.5 Now Available!

This release lets you view trending and popular content on a new Smart Homepage, compare measures with a single keyword, perform advanced time-series analysis, and a whole lot more.

Check out some of the highlights of this release:

Smart Homepage
Easily access trending, popular content

Comparison Analysis
Compare measures with a single key word

Enhanced Time Series Analysis

Pivot Tables & Localization
Country Maps, Pivot Table Formatted Reporting, Localization


There’s a whole lot more included in ThoughtSpot 4.5. See a demo today and experience the next generation analytics platform that lets you use search to analyze your data and get automated insights with a single click.

For more information, please contact marketing@capitalizeconsulting.com