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Hong Zhou - Learn Data Mining Through Excel: A Step-by-step Approach for Understanding Machine Learning Methods

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Hong Zhou Learn Data Mining Through Excel: A Step-by-step Approach for Understanding Machine Learning Methods
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Use popular data mining techniques in Microsoft Excel to better understand machine learning methods.

Software tools and programming language packages take data input and deliver data mining results directly, presenting no insight on working mechanics and creating a chasm between input and output. This is where Excel can help.

Excel allows you to work with data in a transparent manner. When you open an Excel file, data is visible immediately and you can work with it directly. Intermediate results can be examined while you are conducting your mining task, offering a deeper understanding of how data is manipulated and results are obtained. These are critical aspects of the model construction process that are hidden in software tools and programming language packages.

This book teaches you data mining through Excel. You will learn how Excel has an advantage in data mining when the data sets are not too large. It can give you a visual representation of data mining, building confidence in your results. You will go through every step manually, which offers not only an active learning experience, but teaches you how the mining process works and how to find the internal hidden patterns inside the data.

What You Will Learn

  • Comprehend data mining using a visual step-by-step approach
  • Build on a theoretical introduction of a data mining method, followed by an Excel implementation
  • Unveil the mystery behind machine learning algorithms, making a complex topic accessible to everyone
  • Become skilled in creative uses of Excel formulas and functions
  • Obtain hands-on experience with data mining and Excel

Who This Book Is For
Anyone who is interested in learning data mining or machine learning, especially data science visual learners and people skilled in Excel, who would like to explore data science topics and/or expand their Excel skills. A basic or beginner level understanding of Excel is recommended.

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Hong Zhou Learn Data Mining Through Excel A Step-by-Step Approach for - photo 1
Hong Zhou
Learn Data Mining Through Excel
A Step-by-Step Approach for Understanding Machine Learning Methods
Hong Zhou University of Saint Joseph West Hartford CT USA Any source code - photo 2
Hong Zhou
University of Saint Joseph, West Hartford, CT, USA

Any source code or other supplementary material referenced by the author in this book is available to readers on GitHub via the books product page, located at www.apress.com/9781484259818 . For more detailed information, please visit http://www.apress.com/source-code .

ISBN 978-1-4842-5981-8 e-ISBN 978-1-4842-5982-5
https://doi.org/10.1007/978-1-4842-5982-5
Hong Zhou 2020
This work is subject to copyright. All rights are reserved by the Publisher, whether the whole or part of the material is concerned, specifically the rights of translation, reprinting, reuse of illustrations, recitation, broadcasting, reproduction on microfilms or in any other physical way, and transmission or information storage and retrieval, electronic adaptation, computer software, or by similar or dissimilar methodology now known or hereafter developed.
The use of general descriptive names, registered names, trademarks, service marks, etc. in this publication does not imply, even in the absence of a specific statement, that such names are exempt from the relevant protective laws and regulations and therefore free for general use.
The publisher, the authors and the editors are safe to assume that the advice and information in this book are believed to be true and accurate at the date of publication. Neither the publisher nor the authors or the editors give a warranty, expressed or implied, with respect to the material contained herein or for any errors or omissions that may have been made. The publisher remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.
Distributed to the book trade worldwide by Springer Science+Business Media New York, 233 Spring Street, 6th Floor, New York, NY 10013. Phone 1-800-SPRINGER, fax (201) 348-4505, e-mail orders-ny@springer-sbm.com, or visit www.springeronline.com. Apress Media, LLC is a California LLC and the sole member (owner) is Springer Science + Business Media Finance Inc (SSBM Finance Inc). SSBM Finance Inc is a Delaware corporation.

In memory of my parents who live in my heart forever.

Introduction

If you are a beginner in data mining, or you are a visual learner, or you want to understand the mathematical background behind some popular data mining techniques, or you are an educator, or simply because you want to improve your Excel skills, this book is right for you, and it probably is the first book you should read before you start your data mining journey. Why?

It is true that there are several outstanding data mining and machine learning software tools such as RapidMiner and Tableau that make the mining process easy and straightforward. In addition, programming languages including Python and R have many packages that can carry out most data mining tasks. However, they all hide critical aspects of the model construction process from the users, which is not helpful for beginners, visual learners, or those who want to understand how the mining process works.

Excel allows you to work with data in a transparent manner. When you open an Excel file, the data is visible immediately and you can work with the data directly. Intermediate results are contained in the Excel worksheet and can be examined. As the examination requires a thorough understanding of the data mining mechanism, learning data mining through Excel not only presents you valuable hands-on experience but also promotes your mathematical understanding of the mining mechanism.

This book explains popular data mining methods using examples in Excel. It starts with some necessary Excel skills in the first chapter and then introduces linear regression as the first data mining method, followed by k-means clustering, linear discriminant analysis, cross-validation, logistic regression, k-nearest neighbors, nave Bayes classification, decision trees, association analysis, artificial neural network, and text mining. The book ends with a summary chapter. In each chapter except for the last one, fundamental mathematical knowledge regarding each mining method is explained first, followed by Excel examples (available at https://github.com/hhohho/Learn-Data-Mining-through-Excel ) and step-by-step instructions showing how to complete the data mining task. Each chapter ends with a Review Points section that highlights the skills introduced in the chapter.

As an experienced educator, I realize that students can better develop a deep understanding of data mining methods if these methods are also explained through step-by-step instructions in Excel. I believe this book can offer you a solid understanding of the mechanics of data mining. Once you have finished this book, you should congratulate yourself that you have already become a data scientist.

Acknowledgments

First of all, this book would not be possible without the assistance from the Apress editing team including Joan Murray and Jill Balzano. Many thanks go to them. I would like to thank the technical reviewer Adam Gladstone who thoroughly examined the book for accuracy. I would also like to thank my son Michael Zhou who reviewed the book for me upon my request. In addition, I must thank my colleague Joseph Manthey who encouraged me to write this book from the beginning.

Table of Contents
About the Author
Hong Zhou PhD

is a professor of computer science and mathematics and has been teaching courses in computer science, data science, mathematics, and informatics at the University of Saint Joseph, West Hartford, Connecticut, USA, for more than 15 years. His research interests include bioinformatics, data mining, software agents, and blockchain. Prior to his current position, he was a Java developer in Silicon Valley. Dr. Zhou believes that learners can develop a better foundation of data mining models when they visually experience them step by step, which is what Excel offers. He has employed Excel in teaching data mining and finds it an effective approach for both data mining learners and educators.

About the Technical Reviewer
Adam Gladstone

has over 20 years of experience in investment banking and building software mostly in C++ and C#. For the last couple of years, he has been developing data science and machine learning skills, particularly in Python and R after completing a degree in math and statistics. He currently works at Virtu Financial in Madrid as an analyst programmer. In his free time, he develops tools for NLP.

Hong Zhou 2020
H. Zhou Learn Data Mining Through Excel https://doi.org/10.1007/978-1-4842-5982-5_1
1. Excel and Data Mining
Hong Zhou
(1)
University of Saint Joseph, West Hartford, CT, USA

Lets get right to the topic. Why do we need to learn Excel in our data mining endeavor? It is true that there are quite a few outstanding data mining software tools such as RapidMiner and Tableau that make the mining process easy and straightforward. In addition, programming languages Python and R have a large number of reliable packages dedicated to various data mining tasks. What is the purpose of studying data mining or machine learning through Excel?

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