Issue 5.0-2 What’s New in the Quadstone System Version 5 Wednesday December 1 st, 2004 7am PST /...

Issue 5.0-2

What’s New in the Quadstone System Version 5

Wednesday December 1st, 2004

7am PST / 10am EST / 3pm GMT

© 2004 Quadstone

Quadstone System Webinars

• To increase your effectiveness with Quadstone by refreshing and developing your skills

• Presented live by a Quadstone System expert, with interactive questions and answers

• The format varies: demos, slides, post-webinar and/or click-along exercises

• Topics include• Quick Start: re-acquainting yourself with Quadstone• Specialist: deeper drill-down on specific applications• What's New: awareness of latest enhancements• Customized: for your specific needs if required

• To complement our face-to-face, in-depth training http://support.quadstone.com/services/training/

© 2004 Quadstone

What's New in Version 5.0

• Presenter: Patrick Surry, VP Customer Services• Overview: Version 5.0 was launched in March 2004,

with 5.0C released in October. This webinar highlights the key new features and functionality and illustrates some the release’s “best-kept secrets”

• Audience: Existing Quadstone users that plan to use Version 5.0 and want to learn more about it

• Format: A live demonstration with slides for sign-posting; no follow up exercises

• Duration: 1 hour, including Q&A

© 2004 Quadstone

Where to get help

• Documentation: Start>All Programs>Quadstone, latest updates at http://support.quadstone.com/documentation

• Quadstone System Help • What’s new in the Quadstone System 5.0 • Data-build command and TML reference • Managing Transactionhouse 5 Data Builds with QSBuild• Customer-specific release notes

• Support:• Web: http://support.quadstone.com/• Email: support@quadstone.com• Tel: (US) 1-800-335-3860, (UK/IE/BE) 00800 1220 4491

(All) +44 131 220 4491

© 2004 Quadstone

Business Person:

CMOLOB VPProduct Manager

Analytical Team

The Vision – bringing people together

Knows marketsKnows channelsKnows products

Owns business goals

Knows methodsKnows models

Knows tools

Owns access to data

Shared understanding

Better decisions

Results sooner

Shared understanding

Better decisions

Results sooner

© 2004 Quadstone

The Quadstone System

© 2004 Quadstone

V5 design goals

Collaboration

Productivity

Openness

Shared understanding, better decisions; results sooner by involving business managers

More output from analytical resources by making it easier and faster for less expert users

Easier to integrate with existing systems and data

Issue 5.0-2

Demo

© 2004 Quadstone

New Shortcut Bar

© 2004 Quadstone

More functionality in QSE

© 2004 Quadstone

Data import/export improvements

• Improved database access• Any ODBC source

• SQL queries

• Flat-file wizard

• Third-party import/export• XLS, SAS, SPSS, dBASE etc.

• Drag & drop desktop files

© 2004 Quadstone

Usability improvements

• Better overall look and feel

• All Decisionhouse tables support drag-copy

• Saved settings between sessions

• Better EditPreferences… control

• Ignore repeated warnings

• Full-screen mode

© 2004 Quadstone

Profile and Audits, Model Snapshots

© 2004 Quadstone

Viewers

• Clearer way to choose aggregations

• More aggregation functions available

• Controlled display of empty categories

• Null results displayed as gray

© 2004 Quadstone

Direct export of output to Excel

• Send to Excel• From any tool displaying data

• Link to Excel • Live update during Quadstone session

• Copy & paste, drag & drop also work

© 2004 Quadstone

Result Viewers and Plugins

• Save views as a “cube”

• Send or email them

• Standalone viewers work like the real thing…

• …but no need for access to a server

© 2004 Quadstone

Main Window and Table Viewer

• Comments are shown as hover text

• Comments may be in HTML

• URLs in Table Viewer act as hyperlinks

• Table Viewer Go to Record option

© 2004 Quadstone

Field derivation and FDL

• Improvements to Derivation Functions window

• Null-ignoring sum, mean etc.

• Functions to convert (“cast”) datatypes

• Ability to use “=” for string comparison

• New isselected() function

• Ability to use standard datatypes as user-defined function parameters

© 2004 Quadstone

Binning Editor

• Optimize binning improvements

• New Field menu with Interpret, Copy, Paste and Delete operations

• Simplified use of multiple binnings

• Improvements to user-defined binning

• More user-friendly handling of unbinnable fields

• Editing of end bins

• Changes to categorical edit panel

© 2004 Quadstone

Decision Tree Builder

• Uplift modeling• Gains table• Qini graph• Change to minimum segment sizes

• Improvements to interaction with Decision Tree Builder display

• Presentational improvements• Better zooming

© 2004 Quadstone

Scorecard Builder

• New customer satisfaction scorecard model types

• A new preference to set the default model type (risk, churn etc.) has been added.

• Simplified transformations 

© 2004 Quadstone

Cluster Builder

• Integrated visualization support

© 2004 Quadstone

Modeling—General

• Support for “What-if” analysis

• Ability to add comments to decision trees and scorecards

© 2004 Quadstone

Transactionhouse 5

• Based on small modular utilities operating primarily on foci• Run via command-line, QSE GUIs, or XML build plan• More reliable, extensible, scalable than other approaches More user-friendly, robust, automated data-builds

RDBMS1

RDBMS2

Flat files

Foci

RDBMS1

RDBMS2

Flat files

Foci

Measure

FO

CU

S

FO

CU

S

Sort

Join

Enhance

etc.

XML Build Plan

© 2004 Quadstone

Any questions?

© 2004 Quadstone

Webinar follow-up

• Slides are available from http://www.quadstone.com/training/webinars/

• Data is in $QSHOME/ext/demo/ on your server

• For more in-depth training (our 1-day Version 5 Upgrade Course), contact support@quadstone.com

© 2004 Quadstone

Any further questions?

•Any follow-up questions, feedback, or problems, contact support@quadstone.com

© 2004 Quadstone

Upcoming Webinars

2004:• Getting Started with the Quadstone System

Wednesday, 15th December7am PST / 10am EST / 3pm GMT / 4pm CET

2005:• Please let us know if there’s a webinar topic you’d like

to see: support@quadstone.com

http://www.quadstone.com/training/webinars/