Initial Commit

r_visualization_with_power_bi/CustomerData.R

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+#=======================================================================================
+#
+# File:        CustomerQuery.R
+# Author:      Dave Langer
+# Description: This code illustrates querying a SQL Server database via the RODBC 
+#              package for the "Introduction to R Visualization with Power BI " Meetup 
+#              dated 03/15/2017. More details on the Meetup are available at:
+#
+#                 https://www.meetup.com/Data-Science-Dojo-Toronto/events/237952698/
+#
+#              The code in this file leverages data from Microsoft's Wide World
+#              Importers sample database available at:
+#
+#                 https://github.com/Microsoft/sql-server-samples/releases/tag/wide-world-importers-v1.0
+#
+# NOTE - This file is provided "As-Is" and no warranty regardings its contents are
+#        offered nor implied. USE AT YOUR OWN RISK!
+#
+#=======================================================================================
+
+
+# Uncomment and run these lines of code to install required packages
+#install.packages("RODBC")
+
+library(RODBC)
+
+# Open connection using Windows ODBC DSN
+dbhandle <- odbcConnect("RConnection")
+
+# Query database for a denormalized view of [Fact][Sale] data
+dataset <- sqlQuery(dbhandle, 
+                    "SELECT [C].[CustomerID]
+                    ,[C].[CustomerName]
+                    ,[C].[BuyingGroupID]
+                    ,[C].[DeliveryMethodID]
+                    ,[C].[DeliveryCityID]
+                    ,[C].[DeliveryAddressLine1]
+                    ,[C].[DeliveryAddressLine2]
+                    ,[CITY].[CityName]
+                    ,[P].[StateProvinceCode]
+                    ,[C].[DeliveryPostalCode]
+                    ,[CC].[CustomerCategoryName]
+                    ,[BG].[BuyingGroupName]
+                    ,[O].[OrderID]
+                    ,[O].[OrderDate]
+                    ,[OL].[OrderLineID]
+                    ,[OL].[Quantity]
+                    ,[OL].[UnitPrice]
+                    ,[OL].[Quantity] * [OL].[UnitPrice] AS [LineTotal]
+                    ,[SC].[SupplierCategoryName]
+                     FROM [WideWorldImporters].[Sales].[Customers] C
+                        INNER JOIN [WideWorldImporters].[Sales].[CustomerCategories] CC ON ([C].[CustomerCategoryID] = [CC].[CustomerCategoryID])
+                          LEFT OUTER JOIN [WideWorldImporters].[Sales].[BuyingGroups] BG ON ([C].[BuyingGroupID] = [BG].[BuyingGroupID])
+                             INNER JOIN [WideWorldImporters].[Sales].[Orders] O ON ([C].[CustomerID] = [O].[CustomerID])
+                                INNER JOIN [WideWorldImporters].[Sales].[OrderLines] OL ON ([O].[OrderID] = [OL].[OrderID])
+                                   INNER JOIN [WideWorldImporters].[Warehouse].[StockItems] SI ON ([OL].[StockItemID] = [SI].[StockItemID])
+                                      INNER JOIN [WideWorldImporters].[Purchasing].[Suppliers] S ON ([SI].[SupplierID] = [S].[SupplierID])
+                                         INNER JOIN [WideWorldImporters].[Purchasing].[SupplierCategories] SC ON ([S].[SupplierCategoryID] = [SC].[SupplierCategoryID])
+                                            INNER JOIN [WideWorldImporters].[Application].[Cities] CITY ON ([C].[DeliveryCityID] = [CITY].[CityID])
+                                               INNER JOIN [WideWorldImporters].[Application].[StateProvinces] P ON ([CITY].[StateProvinceID] = [P].[StateProvinceID])",
+                  stringsAsFactors = FALSE)
+
+#Close DB connection
+odbcClose(dbhandle)
+
+
+# Save off data frame in .RData binary format
+save(dataset, file = "CustomerData.RData")
+
+
+

r_visualization_with_power_bi/CustomerVisualizations.R

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+#=======================================================================================
+#
+# File:        CustomerVisualizations.R
+# Author:      Dave Langer
+# Description: This code illustrates R visualizaions used in the "Introduction to R 
+#              Visualization with Power BI " Meetup dated 03/15/2017. More details on 
+#              the Meetup are available at:
+#
+#                 https://www.meetup.com/Data-Science-Dojo-Toronto/events/237952698/
+#
+#              The code in this file leverages data from Microsoft's Wide World
+#              Importers sample Data Warehouse available at:
+#
+#                 https://github.com/Microsoft/sql-server-samples/releases/tag/wide-world-importers-v1.0
+#
+# NOTE - This file is provided "As-Is" and no warranty regardings its contents are
+#        offered nor implied. USE AT YOUR OWN RISK!
+#
+#=======================================================================================
+
+
+# Uncomment and run these lines of code to install required packages
+#install.packages("dplyr")
+#install.packages("lubridate")
+#install.packages("ggplot2")
+#install.packages("scales")
+#install.packages("qcc")
+
+
+# NOTE - Change your working directory as needed
+load("CustomerData.RData")
+
+
+# Preprocessing to make dataset look like Power BI
+library(dplyr)
+library(lubridate)
+dataset <- dataset %>%
+  mutate(BuyingGroupName = ifelse(is.na(BuyingGroupName), "", BuyingGroupName),
+         Year = year(dataset$OrderDate),
+         Month = month(dataset$OrderDate, label = TRUE))
+
+
+#=============================================================================
+#
+# Visualization #1 - Aggregaed dynamic bar charts by Customer Category
+#
+#=============================================================================
+
+library(dplyr)
+library(ggplot2)
+library(scales)
+
+
+# Get total revenue by Buying Group and Customer Catetory
+customer.categories <- dataset %>%
+  group_by(BuyingGroupName, CustomerCategoryName) %>%
+  summarize(TotalRevenue = sum(LineTotal))
+
+
+# Format visualization title string dynamically
+title.str.1 <- paste("Total Revenue for",
+                     dataset$Year[1],
+                     "by Customer Category and Buying Group", 
+                     sep = " ")
+
+
+# Plot 
+ggplot(customer.categories, aes(x = reorder(CustomerCategoryName, TotalRevenue), y = TotalRevenue, fill = BuyingGroupName)) +
+  theme_bw() +
+  coord_flip() +
+  geom_bar(stat = "identity") +
+  scale_y_continuous(labels = comma) +
+  labs(x = "Customer Category",
+       y = "Total Revenue",
+       fill = "Buying Group",
+       title = title.str.1)
+
+
+
+
+#=============================================================================
+#
+# Visualization #2 - Aggregaed dynamic bar charts by Customer Category
+#
+#=============================================================================
+
+library(dplyr)
+library(qcc)
+
+Year1 <- min(dataset$Year)
+Year2 <- max(dataset$Year)
+
+totals <- dataset %>%
+  filter(Year == Year1| Year == Year2 ) %>%
+  group_by(Year, Month) %>%
+  summarize(TotalRevenue = sum(LineTotal)) %>%
+  mutate(Label = paste(Month, Year, sep = "-"))
+
+# Make labels pretty with dummy vars
+Revenue.Group.1 <- totals$TotalRevenue[1:12]
+Revenue.Group.2 <- totals$TotalRevenue[13:24]
+
+title.str <- paste("Process Behavior Chart - ", Year1, " and ", Year2, " ",
+                   dataset$CustomerCategoryName[1], " Total Revnue for Buying Group '",
+                   dataset$BuyingGroupName[1], "'", sep = "")
+
+blank.super.qcc <- qcc(Revenue.Group.1, type = "xbar.one",
+                       newdata = Revenue.Group.2,
+                       labels = totals$Label[1:12], 
+                       newlabels = totals$Label[13:24],
+                       title = title.str,
+                       ylab = "Total Revenue", xlab = "Month-Year")
+
+
+
+
+

r_visualization_with_power_bi/README.md

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+# Introduction to R Visualizations in Microsoft Power BI
+
+GitHub Repository for the 03/15/2017 Meetup titled "[Introduction to R Visualizations in Microsoft Power BI](https://www.meetup.com/Data-Science-Dojo-Toronto/events/237952698/)".
+
+These materials make extensive use of Microsoft's [Wide World Importers](https://github.com/Microsoft/sql-server-samples/releases/tag/wide-world-importers-v1.0) SQL Server 2016 sample database.
+
+Additionally, the following are required to use the files for the Meetup:
+
+* [Power BI Desktop](https://www.microsoft.com/en-us/download/details.aspx?id=45331)
+* [The R programming language](https://cran.rstudio.com/)
+* The [dplyr](https://cran.r-project.org/web/packages/dplyr/index.html), [lubridate](https://cran.r-project.org/web/packages/lubridate/index.html), [ggplot2](https://cran.r-project.org/web/packages/ggplot2/index.html), [scales](https://cran.r-project.org/web/packages/scales/index.html), and [qcc](https://cran.r-project.org/web/packages/qcc/index.html) packages.
+
+While not required, [RStudio](https://www.rstudio.com/products/rstudio/download/) is highly recommended.
+