Free resourcesAt Customer Insight Leader we love providing you with useful free resources. As a non-commercial, advertising free, site – we know our visitors value both independent advice & access to free resources.

I hope today’s curation of customer insight & analytics related resources, helps you in your role.

In line with our advocating of holistic customer insight, I’ve included resources to help develop your research, data science & analytics work.

Anyway, enough introduction, let’s open the presents…

Insights that work, from top 50 innovators

As much of our recent content has focussed on data or analytics, it’s good to start with something for research leaders.

Each year, Greenbook in the USA, runs a survey to identify the most innovative research agencies/suppliers. From this, and their team of expert contributors, they identify the top innovators.

The first free resource I have to share, is a collation of success stories & lessons learnt from these firms. Greenbook asked each to contribute an example of how they deliver insights that work for their clients.

The result is an interesting & creative list of research projects for clients as diverse as Sky Team, Facebook & Shell Oil. Well worth a download & read to help spark your own ideas, with some innovative methods:

GreenBook Research Industry Trends Report |

Every year, participants in the GreenBook Research Industry Trends survey (GRIT) vote for the most innovative companies in market research. When the rankings came in earlier this year, we asked the Top 50 to share their best research stories.

Fixing your problem of R programs being so slow

I mentioned, in the post I shared on the Julia programming language, that one reason for its existence was performance. Many analysts have told me their frustration with R programs taking so long to run. This is especially true with large data sets.

Now don’t get me wrong, R still has plenty of fans. Despite Python, possibly, now becoming the most used Data Science programming language, R has strengths. After all, it is a language designed from the start for use in statistics or data science. But can anything be done about its speed (or lack of)?

Well, as a present to Data Science leaders, I’m pleased to share this very useful blog post from Emily Robinson. On GitHub she shares a case study with plenty of worked examples. She directly addresses the issue of how to improve the performance of her R code.

I hope this saves you time:

Making R Code Faster : A Case Study

About two months ago I put a call out to Rstats twitter: #rstats twitter – who loves helping to make (short) code run as fast as possible? Playing w/ foreach, doparallel, data.table but know little- Emily Robinson (@robinson_es) October 4, 2017 I had a working, short script that took 3 1/2 minutes to run.

Advice to help with SQL & Excel (yes they are still used)

Whenever I train analysts or data scientists, I am often surprised how many are still reliant on SQL & Excel. Media coverage may suggest that everyone has moved on to coding in R or visualising in Tableau, but I beg to differ.

Experience tells me that just as businesses struggle with large legacy systems, they also rely on legacy data & analytics tools. In fact, even those who are piloting use of R or Python, often still need to interface to SQL or Excel for data access.

So, are there any tips or advice for those still using such tools? What about newer data scientists? Those who never ‘cut their teeth‘ by stretching SQL & Excel to their limits. Well, I think I’ve found two resources to help both communities. Given this blog aims to be pragmatic & realistic, I am also pleased to give airtime to SQL & Excel. Both are still key skill-sets for many of today’s analysts.

First up, here is a short tutorial in use of SQL window functions. Alex Yeskov does a great job in providing simple steps & clear examples. Worth considering for simpler clearer SQL code:

SQL Window Functions Tutorial for Business Analysis

Any person that has worked with data analytics has had a bad day when they sighed over a problem that was intuitively simple but practically hard to crack using pure SQL. What is the revenue growth month over month and running total revenue?

Second, for those already familiar with coding in Python (and as recommended using Pandas module), here is how to access Excel. In this blog post, Harish Garg, does a great job of stepping you through coding access to Excel data sources:

Using Excel with pandas

Excel is one of the most popular and widely-used data tools; it’s hard to find an organization that doesn’t work with it in some way. From analysts, to sales VPs, to CEOs, various professionals use Excel for both quick stats and serious data crunching. With Excel being so pervasive, data professionals must be familiar with it.

Last but not least, Data Viz tool for multivariate mapping

Data Visualisation continues to be a popular topic for this blog, so let’s provide a present there too. Those who have attended my Data Visualisation training course, will know that I recommend two online tools there.

When deciding on colour combinations for use for categories, ColorBrewer can really help. When seeking inspiration for how to visualise tree or network data, TreeVis is a very helpful library.

So, I’m glad to complement these by recommending a blog post to help with your choice of maps. In this post, Jim Vallandingham, helpfully walks through some of the popular options and what you should consider. His focus is on presenting multivariate data on top of mapping geospatial data. Worth reading through & experimenting with those that are new to you:

Multivariate Map Collection

There are many types of maps that are used to display data. Choropleths and Cartograms provide two great examples. I gave a talk, long long ago, about some of these map varieties. Most of these more common map types focus on a particular variable that is displayed.

Which free resources are most helpful to you?

I hope you were able to benefit from at least one of those free resources.

But, as a customer insight blog, we’d like to hear from you. Which of these resources were most useful? Are there topics or challenges, for which you’d like us to share more free resources?

Tell us what you need, using either the comments below, or social media. Meanwhile, enjoy unwrapping your presents.