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Exploring Machine Learning, AI, and Data Science

Your SQL Is Correct. Why Is Your Report Wrong?

Welcome to another episode of Data Driven, the podcast where the worlds of artificial intelligence, data science, and data engineering intersect. In this episode, the conversation focused on the crucial role of data quality, automation, and reporting in healthcare analytics.

The discussion explored topics such as Electronic Visit Verification (EVV) systems, challenges and strategies in maintaining accurate and reliable data, and the balance between leveraging automation tools like Power BI, Python, and SQL with maintaining compliance and stakeholder trust. Insights were shared on practical data engineering pitfalls, troubleshooting in real-life scenarios, and advice for those starting out in the data field.

A key theme that emerged was the importance of human judgment in collaboration with technology, and the necessity of continual learning and curiosity in an ever-evolving industry. Whether you’re a seasoned data professional or just beginning your analytics journey, this episode offers practical wisdom and firsthand experiences from the front lines of data-driven decision making.

Links

Time Stamps

00:00 Tracking and Analyzing Caregiver Timesheets

06:26 Collaborating and Automating with BI Tools

09:09 Choosing the right data tools

12:51 Ensuring Data Quality Standards

17:41 AI’s role in tech industry

19:35 Automating Data Management and Architecture

22:56 Setting business requirements for reports

28:20 Troubleshooting Power BI time zones

31:35 Troubleshooting and career growth journey

36:15 Stay curious and keep learning

37:53 Wrapping up the show

Transcript
Speaker:

Hey, Frank here. I just want to let everyone know real quick that I will

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be going to KubeCon this week. So if you're there, be sure to say

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hello. And if you're not there, you can live vicariously through

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me and check out the coverage that I'm going

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to do. All right. And with that, let's get on to the show.

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Well, hello and welcome back to Data Driven, the podcast where we explore the emerging

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industry of artificial intelligence, data science, and of course,

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none of this is all possible without data engineers.

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Unfortunately, my favorite data engineer in the world could not make it

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today, so I'm going solo today. And

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I am speaking today with Praparna

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Moharana, and hopefully I said that right, who is a reporting

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analyst at Tempus Unlimited, and she develops healthcare analytics

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and compliance reporting solutions She's a senior consultant at Accenture, where she develops and implements

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data solutions that transform complex operational data into

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actionable business insights. She specializes in

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SQL, Power BI, data modeling, ETL, and

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healthcare reporting with a focus on improving transparency,

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compliance monitoring, and decision-making within Medicaid and healthcare

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programs. And just because she's here doesn't mean any

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statements she makes is a— Her

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statements are not matching, may not reflect the opinions of

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her employer. Is that a good safety, uh,

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thing there? Yes. Awesome, awesome.

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So very interesting. First off, tell me

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what EVV is, because that's a new term I had not heard

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of. And, um, for those who are longtime fans of the

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show, and dare I say readers of my blog, I have a

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special place in my heart for electronic medical records. That's how I got into the

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tablet PC. platform. So what is EVV?

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So EVV stands for Electronic Visit Verification.

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So it is a technology which is used to

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track home-based care services. For

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example, if a caregiver is scheduled to visit a

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patient, so it will verify the clock-in and

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clock-out time of the caregiver and track

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Using the technology called EVV.

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Okay, interesting. So it's kind of like home healthcare visits and things like that?

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Yes. Okay. What—

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I'm unfamiliar with this, and I wonder how many of our listeners are too. What

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do you capture? And what is— why does

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getting it right matter? So mostly each

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of the patients would be provided with different kind of

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caregivers. And each day, each of the patients— and

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every day, the EVV system will be tracking the

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clock-in, clock-out of all the caregivers, and we

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collect the timesheet data. So based on that, the

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caregivers are being paid. So we are collecting

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all the timesheet data basically using all the EVV

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systems. So we need to make sure that the

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.evv systems are documenting correct reports.

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There should be no negative discrepancy during

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duration, or that we are getting the

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capture duration in a proper document manner.

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And you have to follow the sort of healthcare compliance

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requirements based on the particular

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organization. So this way, uh, we analyze the

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EDV data And document it properly and do the

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validation. Interesting. How did

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you find your way into data analytics and data engineering?

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So it is a bit of both, I would say. It's a long

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journey. I didn't plan from the beginning or think about it,

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and I'm really grateful that I came across data in

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my journey while exploring my career options. So basically it began

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from 11th and 12th grade when I had elected

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for computer science. And I have other subjects also, but

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I was so, uh, happy that like you study a small

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concept in computer science, you are done, and you just apply

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across various problem statements. It's so easy. So

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that's why I did my undergrad in computer

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science. But in computer science, I was a little

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bit overwhelmed because of exploring different

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areas of computer science and different

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programming languages and web applications, I would

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overrun. But later I was quite determined I

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will go for a higher level degree. And during my gap

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year, COVID happened, and during my gap year I took data science

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course and I learned

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about exploratory data analysis, data quality,

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data cleaning. Machine learning methods I

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learned. I, and I was really interested in,

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uh, that, and it, and it, uh, applies, um, naturally

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with my instincts because I am good in observing and noticing

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things. So I was really find it very

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fascinating. So instead, when I saw my curriculum

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for master's in computer science, I didn't saw any data

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analysis or data science course. I thought it's better

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to switch for master's in data analytics previously,

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and that way data found me and I found

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data. It's a mutual relationship and it started.

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That's cool. Like, that's the question I always like to ask is like, did you

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find data or did data find you? And it sounds like

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it was a match made in heaven, I suppose, because you— yeah, no.

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And data can be very— from the first glance of it, for me, it wasn't

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love at first sight. It was kind of like, It

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was kind of like, I kind of saw it again in a fresh light.

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And I realized like, there's a really good

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engineering discipline behind this. And there's so many

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problems you can solve with advanced analytics and things like that.

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So my notes say that you do independent research. What, what questions are

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you— what are you exploring in your independent research? So mostly in

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my independent research, I mostly deal

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with collaborating with other industrial people. For

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example, I collaborated in how to build

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and like whether it is beneficial to

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go for to discuss in our research and help people

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across industries in topics like it is, is

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it better to build an in-house BI tools in place

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of vendor-based. We discussed that in our

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collaboration and when to go for

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in-house BI development and what kind of

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customization you can have with in-house BI

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developments and what kind of— for example, I've got

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someone who is, who has knowledge of Salesforce,

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somehow who has knowledge of AI intelligence, and we would

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collaborate that how with integration of

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Salesforce and the data architecture knowledge I

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have, we can collaborate and make the architecture and

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people can use that architecture and

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Salesforce collaboration across industries and

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AI intelligence tools. So this way we try

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to help, like even in my speaking opportunities, I

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extensively talked about how we can

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automate like all the reports using tools like

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SQL, Python, and Power BI,

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and why it is taking exact various

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examples. For example, healthcare compliance, for

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example, and how to handle voluminous

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amount of data, why it is really important to have an end-to-end

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architecture, and based on your data source, what

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kind of tools you have to decide. For

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example, if you are collecting data

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from API calls, why it's better to choose

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Python if you have diverse data source, because it

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would provide a large source of diversity and flexibility

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while doing data monitoring or data log, like

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detecting the errors in the pipeline. It will be

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easier, and even API validation, authentication,

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tokenization. If you choose Python and if you have 2

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databases, it's best to go with linked servers and

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open queries because if you use Python for that, what happens

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if you have 2 open cursors from different databases?

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If cursor 1 is running a select statement,

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so what happens? The cursor 2 open, so

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it— meanwhile the cursor 1 is executing the

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query, the cursor 2 is dead. And because of that, you

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would have data latency issues

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and you won't get timely reports. So it's better to

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go with SQL Server. So you have to be smart around

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deciding the tools, whether you should go with Python or

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SQL. And because mostly I talk about data

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automation, means automation of

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reports which are manually generated into Excel,

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So whenever people think about reports, they mostly

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go around a basic idea or think about in generalized way

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about dashboards, summary reports, charts, but it is

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not about that. It's entire lifecycle of data from

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data extraction, making of reports, applying, knowing the

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business rules the stakeholders want,

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and providing reports to using Power BI, and

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even you can even automate reports further using

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Power BI if the stakeholders need email

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like more than 8 refreshes in Power BI

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overnight. Like Power BI can do 8 refreshes, but if

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you want more than 8 refreshes, you should use Power

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Automate or various things. If you want to split the file

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into various categories and you can't provide

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like Power BI Pro licenses, licenses to

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various users, you can sure put that in a

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SharePoint, pen drive, or OneDrive, whatever you use, and

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the Power Automate can split it. And even you can email it.

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So Power Automate can further automate the work which we

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manually do in Excel, like splitting of files

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or like emailing the report. So

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mostly I am more interested to the automation parts of

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reporting and Making things easier.

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Interesting. And when you say cursor, you don't— because we live in the AI

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age that's dominated by AI tools, you don't mean cursor the

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AI tool, you mean the cursor of the old-school SQL

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process, right? Mostly it is

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being processed sequentially, so it's better to go

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with— but I won't say because of AI, because many

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organizations still refrain from using AI because of

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high sensitivity and confidential data. refrain from using

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AI tools and really against Copilots, and,

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uh, they totally don't use that. So the thing is, I was

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talking about cursors because in Python we sequentially

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would be running a line of code. So it's better if

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we use open query, it won't run sequentially. Like both, we would have,

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uh, both the active connection. In cursors, one cursor

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is running, so other cursor would be dead when

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first cursor is running. That That's the issue I

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had faced while troubleshooting a lot, which I

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discovered from my own when I used 2. Yeah, no one—

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every time I mentioned doing a— using a

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cursor, they always— everyone's told me do

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something else, right? It's really, you know,

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I think I've only ever used it professionally twice in my

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career. And once I got yelled at for

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doing it, and then the other time was someone who was far

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more experienced than me said, no, that really is the only use

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case. Like, that really was the only solution. So I think that's— it's

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very telling kind of how that worked out. But

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in practical terms, what does good data

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quality look like?

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So mostly good data quality will look like

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that each— if you look at a single

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record in your database, it would have all the

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accurate, no missing values in a single record,

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and there wouldn't be any kind of

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data discrepancy like negative, for example,

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duration is negative 15 minutes, you need to validate the

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data. So I would I would say missing— no

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missing values. All the fields should have values in structured data.

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And I would say that's the most important part of data

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quality. And when you go through the

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entire lifecycle of data, there should be no duplicate records.

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You should have each unique record.

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That's the most important thing about data quality,

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I would say. And like while building architecture,

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like the entire lifecycle I was talking about, when you pull data from the raw

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source, you're moving from SQL layer to Python

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layer to the reporting layer like Power BI. You have to

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see that the data which you have collected, if

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it is 1,000 rows, it should be

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1,000 rows till the end of the reporting

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when you reporting layer, taking into

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consideration how you validate the record.

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Why do teams struggle so often with data quality? Because data quality

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has been a problem that since I

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was a young man, I had way less gray hair, had been an issue. It's

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like, so why are we struggling with it still?

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I remember when the discussion was,

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Does data quality matter? Clearly it does, and I think

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we found out the hard way that it does. But why is this so hard

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to not have missing values and things like that? What

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is it, industry use case specific? What's your thoughts on that?

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For me, it depends how we— how the source is collecting the

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data, right? Uh, maybe we could have

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inaccurate time zones. Because the, for

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example, system would be in a different time zone in UTC and we

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are, we want in EST time zone where we are.

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So mostly time zone issues and

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it could be like we would have negative,

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like missing values as I mentioned earlier, and

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we need values in standardized date format. We

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would always face issues because we are trying to collect data from

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different sources, not from a single

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centralized unit. And we are trying to

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gather information to get an

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answer to a single question which we

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want, as the stakeholder

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wants. I think mostly because we are

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trying to collect it from different systems. From one would be coming from

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API call, one would be coming from a different

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database system. So mostly because of different systems, we

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would always face data quality issues. You

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are on mute. I'm sorry.

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Do you think AI can help with data quality issues?

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Yes, they can help with data quality issues.

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But as far as I'm aware, I'm reading through

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other people's experience, and from what

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I've read about AI is that when you try to

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solve something complex, problem, it's really

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difficult for AI to keep track of the data

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quality and what we want. So

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we really need the human judgment to ensure that

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what kind of standardization and normalization we need to

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apply to our data for improving the data

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quality. We can take help of AI to

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improve the process or take suggestion, but it

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can't hopefully help with automating the data quality,

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like, by any human

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interaction or human reviewing it manually.

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Interesting.

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What's your take on the use of AI in

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data systems, like, in the data engineering space? Is that—

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I think data engineers have a pretty bright

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future in terms of career-wise, but

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how do you think the rise of AI agents are gonna

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impact people's careers?

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Um, it would— it wouldn't—

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I think from my point of view, it can't replace—

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like, it is mostly said that AI will replace

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human jobs. But I feel it

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won't actually completely replace. It could

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make data engineers' life easier

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because in certain directions

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we could use agentic AIs and AI

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prompts, or to make our— to

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make— to get suggestions how to make process easier.

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But because industries want to maintain the

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confidentiality and maintain AI governance,

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so mostly AI won't affect that

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much. What I have seen, because mostly

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I have seen organizations who are in

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healthcare industries, they refrain from

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using AIs. So It

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really, like, I know AI can help you to

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optimize SQL queries, AI can help you

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build metadata and ETL pipelines and suggest a better

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architecture, but there is still a

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lot of issues with AI governance and data

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issues with the confidential and sensitive data which

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organizations own. That's a great

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segue because we talked about AI, we talked about that, but what

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parts of— how do you decide which parts of an ETL

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or ELT workflow are worth automating first?

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Like, how do you— is it about how often the job has to run?

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Is it about criticality? Is it something else, some mixture

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of the above? So mostly the most

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repetitive task which we perform should be

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automated using the tools we want.

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For example, every time transport— I would

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say, uh, whatever reports we need to

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generate, we first need to understand

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first the business requirements of the stakeholders,

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because, and because it is, every

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organization would have different business rules, and it becomes quite

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difficult for us to understand which

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records we should include, exclude while building a

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metric. So mostly, first is the

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business definition and the requirements of

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stakeholders, and secondly, on the

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base voluminous amount of data being generated, so you

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have to come with efficient design of a data architecture

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such that the data is maintainable and

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recoverable. For example, if the one of the data

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pipelines fails and you, you

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won't get the report being loaded in the table which

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we require for the reporting, it's better to show the

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last refresh historical data to the

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stakeholders instead of showing no data because

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the data failed, so you can gain

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stakeholders' trust. And most importantly, it

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is important to maintain a control log,

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like when the data is inserted or deleted,

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in what amount of duration data is getting inserted, and how

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many records were inserted in the database. So

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this is— and you even have to see that if there is any

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failure in the system, You have to monitor when you rerun the

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data pipeline, you have to see the last

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log point, like last timestamp when it

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did stop running, and you have to— when

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you start try to rerun the data, you have to see there is no kind

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of duplication happening in the data. So you have to

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maintain the idempotency of the data, so we

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don't have duplicate records while rerunning the data.

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And mostly, so this

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way, uh, you have to, you have to even

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maintain the valid or invalid record

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history because in future if business requirements change,

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it is really important to know, figure

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out in the data that what is,

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it is really important about what kind of data records are getting affected.

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Right. It's just interesting. Obviously, reports

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have to be reliable and accurate.

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What do you— how do you

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balance moving quickly with reliable reports?

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It seems like, you know, the old, you can't have it good— you can have

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it good, fast, or cheap, and you have to pick 2. Right.

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What's your take on that?

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For having reliable reports, first I would say

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I will provide an example. For example, I'm trying to

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calculate the percentage of

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completion rate of a visit. I will take the

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completion rate and a denominator as the total number of

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visits. So I don't know in total number of

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visits whether should I consider the invalid records

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and incomplete records of visits which were never done.

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So it is something which could be defined by a

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business. So we need to have the answers

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documented from the stakeholders, what kind of— what

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we need to include in the total visit denominator so we

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can get accurate number

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in our Percentage of completion rate.

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So this way we could have a reliable report which could

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show us accurate values, because

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sometimes the— our report to be technically correct, we

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have built a good SQL, we are doing the good

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data source extraction and

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validation and maintaining all the control logs,

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but Still technically the process is correct, but

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our reports will still be showing inaccurate values.

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So it is really important to have clear

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business requirements set. And secondly, you should have—

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you need to build the stakeholder trust by showing the

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last refresh rate in your reports. So

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it is a— this is where you can help their health building

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a reliable report. So it is

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like they can see the last refresh date, date, and if

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it is, it is past midnight and today it is

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daytime because the pipeline failed, but

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they would be like, yes, we have accurate data for which

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we want to make the decision. So this way we could make

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reliable reports. Taken

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into consideration these practices.

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Interesting. I often find

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it fascinating that

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people think that AI can do all the— all sorts of things, and

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I think ultimately human judgment, and people rely on these

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reports, right? Data engineers, data types,

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so to speak. When I was doing consulting

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back in the day, people hated doing reports,

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right? Probably because Crystal Reports was this awful software. And

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if you've never heard of it, you're very thankful to be born when you were.

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But I remember just having to work with it.

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Again, it wasn't really a fun experience, but the fact

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that it was able to— the fact that you

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You could. What really matters with reports is

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reports are what people who write the checks see,

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right? Whether that's a KPI dashboard or anything like that, the people who

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are the business users are the ones that see the reports.

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And that is crucial in

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business decisions are made. And plus they're also the people signing the checks usually.

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So if you keep them happy, that that's good for your

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budget. What would be your advice to someone starting out? If you

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had to go back and tell, you know, your 11th, 12th

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year student, what would you say to yourself or someone

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else in that similar position? I would say

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first to believe in yourself, because when I

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was doing my master's, I was quite keen

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that I would get an internship. To get

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real hands-on experience before moving

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into a full-time opportunity after my

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graduation. So when I did my

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internship at a manufacturing company,

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for— at Balmain Richardson Foods, so

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mostly I was— my work was to

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automate Power BI reports for the manufacturing

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flow. So

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mostly I would say that I

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was doing a lot of things out of the blue, like from

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a beginner Power BI knowledge and foundational knowledge,

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I was jumped into for advanced Power BI

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things and real-life problem requirements. For

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example, I need the data was

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imported into Power BI using API calls.

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So it does not like that if you are using any other data

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source, it would collect that time zone. Because of the API calls,

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it was collecting a different time zone, the

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default UTC. And in manufacturing, you

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need the data to be visible to the operators and the

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supervisors, which is 24/7, and the data should be visible

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at midnight also. So out of the blue,

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the report was blank and there was nothing showing

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up in the Power BI report. Wow. So it was kind

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of— yeah, so it was like,

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I'm doing everything right, I'm not doing— I'm doing— not

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applying any kind of formula on the time zone, what's

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happening? And later I figured out that it

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is because Power BI defaults to UTC time zone and you

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don't have any settings in Power BI So you can change the time

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zone. So I have to develop

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that formula to change from UTC to

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EST or EDT time zone. So because of

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daylight savings, it was a bit difficult. And you have to

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work and you can't find a solution anywhere on the internet

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and you have to use your own knowledge to come up with the

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idea. So it was a big troubleshooting

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ability I gained in my internship. And secondly,

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I need to— like, most of the reports need to be deployed

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on it. Some of the reports need to deploy on TV so the

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workers on the floor can

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see the TV, what the Power BI reports, and know

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the required business, what is happening. But like, they could

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know about downtime of a machine, or they could know

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about overall hourly

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performance of what is happening in the

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manufacturing flow. So when the

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report is deployed on TV, you can't have user interaction.

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And I was like, the challenge was like how to

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make the Power BI refresh every—

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to refresh every 5 or 10 minutes or 15

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minutes without any user interaction. So it

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was a challenge for me too, because if you

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notice, when a Power BI report refreshes, there

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would be any kind of human interaction, or you would

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refresh the browser. So that was a major challenge,

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and I have to come up with some unique solution from my own way.

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Yeah, interesting.

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There's just no substitute for doing to learn, is there?

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No, those horrible experiences

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tend to stick with you and you learn the most from. I haven't

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figured out a way to learn with, uh, and still avoid them.

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If anyone else, you know, who's listening to this has found that, I would love

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to know about it. Audible is a sponsor. Do you listen to audiobooks

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or— Oh yes, I do

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listen to audiobooks. Any recommendations for our audience?

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I would say Storytelling with Data

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by Paul Nuttlick. Okay.

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Interesting. Very cool. Audible is a sponsor of Data Driven,

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and you can get yourself a free book if you're listening and you go to

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thedatadrivenbook.com. That routes you to Audible and you'll get a free audiobook

Speaker:

on us, and we get a little tap on the shoulder that'll probably be enough

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to buy a cup of coffee. Maybe not, depending if it's Starbucks or

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gas station coffee. What's your favorite part of your current gig?

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My favorite part is when I have already built

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existing projects which are already deployed,

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and when somebody comes out, there is an error or there's

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some issue, I don't know, I enjoy to notice

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the discrepancy and Troubleshoot

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the issues. So that's my favorite

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part of gig. And the challenges I, I told you

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which I faced during my internship for the things

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which are out of the box and you can't find a solution anywhere

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on the internet, uh, that's nice.

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And I really like— I learned a lot of things from my job because

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First, I was a data analyst, and from

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beginner I jumped to advanced because of the

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things which were— because of the requirements which were given to me.

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And then later I became a data engineer in my

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job, so I learned various things— how

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to do link server and how to

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interact with multiple databases.

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And how to use OpenQuery, how to build

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effective data architecture based on a volume of data, how to

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manage 100 million amount of records. And

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because in Power BI you can't import 100

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million number of rows, you need to optimize before importing

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the data in Power BI. So you have to be creative

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around getting a good data architecture

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and streamline the process.

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So that's my favorite part of the work I do,

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what I learn every day in my job. Very cool.

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What do you think the coolest thing in technology is today?

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For me, I know many people would say AI,

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but I was working in a health industry You

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help mostly organization refrain from using AI

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for the sensitivity and confidential data. So for me,

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automating the reports using Power BI,

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Python, and SQL is the most interesting

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part in the technology than AI. I can just

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get— use AI prompts to get suggestions how to make

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the system more effective and how to make

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each of the reporting

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lifecycle of data easier.

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But I would say reporting

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automation is the most— using SQL,

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Power BI, and Python is the

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most— is the thing that fascinates me in the technology.

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Interesting. What are you looking forward to technology doing one day?

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So I, I look

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forward that we don't have to do repetitive

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tasks and have all the

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reports automated and just work

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on the maintenance of the reports rather than

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still a lot of— I see a lot of

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reports are being generated and people being very

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like, they are very, uh, like used to, or like for

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example, when I was doing reporting automation in

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manufacturing for manufacturing flow, though the reports

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were automated, people were still using paper timesheets

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to validate it. They didn't rely on it. So

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I would say mostly

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build a more reliable reporting automation

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where people can trust. Interesting.

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Where can folks find out more about you and what you're

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up to? People can find more about

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me on LinkedIn. So you can see

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articles written by me and the

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podcast I participated in, and

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the— in the roundups I

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participated in. And you can

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know more, you can get the articles and roundups and the

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opportunities I go for and learn

Speaker:

more about me mostly through LinkedIn.

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Interesting. Very cool. Any parting thoughts?

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What do you say? So any, any final thoughts that you'd like to share with

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the audience? The final thought I would share

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with the audience is that stay curious and

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don't stop learning. And if you want to learn something,

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try to, try to participate in, uh, if

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you're a beginner, try to participate in hackathon because it

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could change the way you look at things and you will

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network with fascinating people early in your

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career. And if you are a beginner, definitely

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go for internship because during internships employers are a

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bit lenient and they just want to know how

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excited and what— you have good amount of knowledge

Speaker:

before applying the hands-on skills. But if you are going for a

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full-time opportunity, it becomes really important that

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you have close industry experience because people don't want to train

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you. So always keep learning. And while, uh, in my

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job mostly I learned a lot of things. And when

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you look at a legacy architecture or listen

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to people who are already in the industry,

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you— in— when I go for my speaking opportunities, you

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come up with different solutions. It is not that only that

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non-STEM people only have to come with creative

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ideas. STEM people even have to be

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creative with their problems which we are trying to solve. And it's

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quite fascinating to see that even

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in STEM, each problem would have different solution

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and effective way in doing it. So always

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try to learn and be curious. Very cool. What a great

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note to end on. Thanks for joining. Thanks for being on the show. We'd love

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to have you back again. You can Go really deep into the nerdy

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Power BI and SQL Server stuff with Andy. And for this, we'll let the

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credits roll. Awesome. Thank you very much.

About the author, Frank

Frank La Vigne is a software engineer and UX geek who saw the light about Data Science at an internal Microsoft Data Science Summit in 2016. Now, he wants to share his passion for the Data Arts with the world.

He blogs regularly at FranksWorld.com and has a YouTube channel called Frank's World TV. (www.FranksWorld.TV). Frank has extensive experience in web and application development. He is also an expert in mobile and tablet engineering. You can find him on Twitter at @tableteer.