Embedded Analytics: Integrating Analysis with the Business Workflow

Preface
    Who Should Read This Book
    Navigating This Book
    Conventions Used in This Book
    O’Reilly Online Learning
    How to Contact Us
    Acknowledgments
1. Introduction to Embedded Analytics
    Analytics for Business Users and Consumers
    What Success Looks Like
        Measurable Business Outcomes
        Engagement and Adoption
        Spreadsheets and Analytics
    A Game Plan for Embedded Analytics
        Understanding Where You Are
        Setting a Goal
        Mapping Out the Journey to Success
2. Analytics and Decision Making
    Executive and Strategic Decisions
    Operational Decisions
    Tactical Management Decisions
    A Design Pattern for the Analytic Experience
        Orientation
        Glimpsing
        Examining
        Deciding
    Ambiguity and Analytics
    Summary
3. Architectures for Embedded Analytics
    Elements of Embedded Analytics
        Data Connectivity
        The Analytics Engine
        Branding the User Experience
        Developer Resources
        Scalability
        Security
        Administration Tools
    Embedded Analytics Platforms
        Component Libraries
        Enterprise Reporting Platforms
        Business Intelligence Applications
        Purpose-Built Embedded Platforms
        Embedded Self-Service
    Summary
4. Data for Embedded Analytics
    CSV and Other Text Files
    Operational Data Sources
    Analytic Data Sources
        Data Warehouses
        In-Memory Engines
        Data Lakes
    Data Integration Pipelines
    Writing Back to Sources
    Summary
5. Embedding Analytics Objects
    What Can We Embed?
        Key Performance Indicators
        Data Visualizations
        Tabular Data
        Dynamic Text and NLG Content
    Adding Interactivity
        Interaction Examples
        Interaction as a Value-Add
        Technical Considerations
    Embedding Objects with iframes
        Using iframes to Our Advantage
        Cross-Domain Limitations
    Current Embedded Analytics Trends
        Using Embedded Analytics to Share Data
        Transformative Best-Practice Visualization
        The Look and Feel of Embedded Experiences
    Putting It All Together
        Embedding Workflow
        A Typical Reporting Automation Workflow
        Using Embedded Analytics to Power Prescriptive Analytics
        Operationalization (or “Write-Back”) of Data
        Business Case Integrations
        Management and Governance Integrations
    Conclusion
6. Administration of Embedded Analytics
    Deploying Embedded Analytics
        On-Premises Deployment
        Cloud Deployment
    IT Operations and DevOps for Embedded Analytics
    Security for Embedded Analytics
        Security Priorities for an Embedded Analytics Solution
        Open and Closed Systems
        Single Sign-on
        Summary of Security Practices
    Other Administrative Considerations
        Scheduling
        Version Management
        Report Bursting
        The Administrative Console
    Conclusion
7. Governance and Compliance
    Governance, Compliance, Security, and Privacy
        Privacy and Security
        Governance and Compliance
    Policies and Practices
        If Compliance Is Critical, You Need a Compliance Team
        Look for Secondary Benefits of Good Governance
        Commit to Openness, Awareness, and Training
    Governing Your Governance
        A Security and Privacy Cross-Functional Team
        Governance in the Cloud
        Business Continuity Is a Security and Privacy Issue
    Developing a Governance Strategy
    Measuring the Success of Governance
    Summary
8. Beyond the Spreadsheet
    Setting the Stage
    Let There Be Spreadsheets
    Are Spreadsheets Analytics Platforms?
        The Ubiquity of Excel
        What Excel Doesn’t Do
            Controlling the proliferation of content
            Ability to support computation on large volumes of data
            Security and authorization
            Sharing and embedding
        Almost an Answer
    Beyond Excel
        Simple Reporting and Analytics
        Integration and Collaboration
        Project Management and Workflow
        Computational Notebooks
    Putting Spreadsheets in Context
        Choose the Spreadsheet Tool Carefully
        Don’t Break the Paradigm of Visual Analytics
        Pursue Consistent Methods for Interaction Where Possible
        Consider Highly Targeted Use Cases for Tables
    Conclusion
9. Data Science, Machine Learning, and Embedded Analytics
    DSML in Practice
        DSML Is Hard
        The Power of Storytelling
        When Things Go Wrong
    The DSML-Driven Call Center
        Propensity Modeling
        Training a Model
            Preparing the data
            Utilizing an ML service
            Training and testing a model
        Putting It into Practice
        Closing the Loop
    Other Typical Use Cases
    The Rise of Generative Language Services
    Conclusion
10. Analytics as a Line of Business
    Data as an Asset
    Data Products
    Product Analytics for Embedded Analytics Technologies
    Self-Service as a Feature
    Tiering an Analytics Product
    Pricing Embedded Analytics
    Supporting Embedded Analytics
    Launching Your Product
    Conclusion
Index