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Instructor: All right, next up I'm excited to introduce
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my favorite AI visual, decomposition trees.
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So decomposition trees allow you to visualize
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how your data is distributed across multiple dimensions.
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So, in this example here,
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we're looking at how total orders break down by category,
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subcategory, and product name.
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Now, what I love about this visual
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is that you can use it in so many ways.
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You can configure it manually
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for ad hoc data exploration, or EDA,
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or you can leverage its AI functionality
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to support things like root cause analysis.
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Now, this is a relatively simple visual.
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There are really only two components to it.
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You've got your analyze field,
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which is the measure or aggregate
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that you want to explore or analyze,
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and you have your explain by fields.
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These are the dimensions that you want to use
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to actually break down the data.
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So in my opinion, definitely one of the most flexible
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and intuitive AI visuals.
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Let's jump into Power BI and see how this works.
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So for this demo, let's go ahead and add a new tab.
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We're gonna call it decomposition tree.
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And we're gonna go ahead to the insert menu
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and you'll find the decomposition tree right here.
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It kind of looks like a tree map icon.
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And to get started,
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why don't we start with kind of
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a hypothetical root cause analysis?
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And suppose that Adventure Works leadership came back to you
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and said, "You know what?
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Our return rate is higher than we're comfortable with.
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Can you help us start to analyze
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what might be the root cause
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or diagnose what's driving that return rate?"
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Well, that's a great use case for decomposition trees.
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This will be the perfect visual
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to start conducting that type of analysis.
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So what we can do is we can pull in return rate
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into our analyze field like so, and then explain by,
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this is where we're gonna drop in any dimensions
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that we want to use to break down these return rates.
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In this case, I like to think about it kind of like
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a top down approach.
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So I'd wanna see return rates
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at a very high level like product category,
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also at the product subcategory level,
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also for individual product names.
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And we could keep going.
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We could include other fields like country,
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like customer fields, and so on.
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But for the sake of example,
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I think this is gonna be a good start.
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And that's really it from a build standpoint.
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Now what we can do is look at the overall return rate,
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2.17%, and we can click this plus icon
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to start breaking it out or segmenting it down.
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You'll see two AI options noted by these light bulbs
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at the top, high value and low value,
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or we can manually start breaking down these return rates
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by any one of our explained by dimensions.
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So let's start with a little bit
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of manual exploratory analysis, starting with category name.
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So by default, we can see that we're sorting
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by return rate in descending order, which makes sense.
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Bikes are generating the highest return rate at 3.08%.
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Accessory is the lowest at 1.95.
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From there, we can break down to the next level subcategory.
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And within bikes, touring bikes are at the top of the list
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with a 3.3% return.
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And then same story for product name.
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So already starting to see an interesting trend.
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It looks like this Touring-2000 blue bike size 46
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is being returned quite a bit,
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8.33% compared to 5.56 for the next touring bike.
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And this is all dynamic, right?
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So we can drill into road bikes here too,
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in which case we see an even more distinct trend.
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This Road-650 bike is returned almost 12% of the time,
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which is really notable compared to the others.
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And what I love about this decomposition tree
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is that it can cross filter other visuals,
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it can react to filter context.
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So it can be used on your report pages
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just like any other chart type.
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And to show you an example,
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let's pull in a simple card here to show total orders,
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and we'll just see how this reacts to filter changes
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in our decomposition tree.
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So we can drill into bikes, 14,000,
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touring bikes, 2,124,
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that Touring-2000 was ordered 96 times.
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We can kind of filter and cross filter in a very,
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very simple and intuitive way.
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And because we have data
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at the product level here inside of our decomposition tree,
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it also means that we have drill through options available
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that connect right to our product detail drill through page.
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So again, really powerful, really flexible type of visual.
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And that alone,
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that manual analysis by itself is pretty valuable.
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But the AI functionality is pretty great too.
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So now instead of breaking it down manually,
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let's let AI do the work and select high value.
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Now, check this out.
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Instead of starting at the highest level category,
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Power BI has essentially scrubbed all
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of our dimension fields and isolated the single item
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with the highest overall return rate,
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which in fact is that Road-650 bike
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with the 11.76% return rate.
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And we could do the same thing with the low value as well.
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And that will identify the AWC logo cap
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with a 1.11% return rate.
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So let's show one more example,
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this time with a volume metric instead of return rate.
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So we'll keep the same explain by fields here,
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but let's swap out return rate
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and pull in something like total orders.
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And now if we use that same kind of AI functionality
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to identify the high value,
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it's just gonna work through this in hierarchical order.
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So it's gonna find the highest ordered category name
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because that's our highest volume dimension.
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Then it's gonna find the highest subcategory,
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and then it's gonna find the highest product.
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So it's nice to see the distribution this way,
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but there's really not much
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in terms of artificial intelligence going on
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behind the scenes.
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If you want to get a bit more sophisticated,
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what you can do is actually head to the format pane,
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drill into analysis,
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and change the analysis type from absolute to relative.
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Now, instead of finding the highest item
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by pure volume alone,
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what Power BI is gonna do is it's gonna look for items
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that are relatively high compared to the average
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among that field.
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So in this case,
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it's actually highlighted the 30 ounce water bottle,
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even though this product of course wasn't ordered more
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than some of our subcategories or categories as a whole,
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but it was the highest one compared to
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the average order size across all of our products.
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So in other words,
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Power BI is now looking
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for the biggest relative differences
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within each of our explain by fields.
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So let's go ahead and just build our tree out one more time.
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I wanna see kind of how the orders break down
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at each different level,
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and I'm gonna show you some basic formatting options
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that we can use to style this.
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So we head to our format pane.
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Of course, we can add a title here,
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and we can format what the tree looks like as well.
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Let's change the connector color to dark gray,
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and let's go to the bars and make those a dark gray as well.
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You can change positive or negative values independently.
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And there you have it, decomposition trees.
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Such a great visual for ad hoc data exploration
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or root cause analysis.
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