Visualizing and exporting

1. Visualizing and exporting

Hello - Andrew here (and the case study is nearly complete).

2. The plan's last steps

You have merged and aggregated the data - now to create the required results as visualizations and exported files. First, visualize the results as demanded by the business case. Next, you need to export data in the formats the business case requires.

3. Looking at the results

Before you use the actual visualization nodes, you often need to prepare the data for the best views. As examples, the Column Renamer helps for easy to read labels, the Top k Row Filter extracts the key rows and the Number Rounder reduces the number of digits that are shown.

4. Looking at the results

There are many, usually blue, visualization nodes available in KNIME which give you a lot of possibilities for visualizing data.

5. Looking at the results

More commonly used nodes include the ones seen here: bar chart, Line chart, Scatter plot, Histogram, and sometimes the pie chart—although these are not popular in the financial analysis community.

6. Looking at the results

A newer node that can be used for many different types of charts is the Generic ECharts View node, which is integrated with the KNIME AI assistant known as K-AI.It can be used with the built-in templates seen here without using K-AI.

7. Exporting the results

As you might expect, there are many, many nodes for writing data in KNIME. They are a subset of the red IO nodes.

8. Exporting the results

Here are the more common writing nodes - CSV, excel, and database nodes. The DB Writer node needs the DB connector node to connect to the right database. Similarly, the CSV and Excel Writer nodes need additional File System Connection ports to connect to external file systems.

9. Exporting the results

It's important to be careful when configuring the write nodes. Here, we have an Excel Write node configuration as an example. Firstly, choose a useful name - including the relevant date. When you're running a workflow multiple times, you must be able to differentiate properly. If you have the date at the filename start, your directory will always have the most recent files at the top. If you have the date at the filename end, then the text will be the initial sort, followed by the date. To make sure that the files are in chronological order, use the ISO standard date format of YYYYMMDD, in all digits. Also, make sure that the correct 'If exists' action is configured - you want to overwrite or append appropriately rather than failing.

10. Exporting the results

Finally, make sure that you use useful sheet names as well.

11. Let's practice!

Time to visualize and export the data!

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