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Course 2: Ask Questions Make Decisions

Semana 1: Questions to ask yourself in this step: 

Data in Action: Ejemplo de Como María llegó 1. What do I need to figure out how to
al Target en la promoción. solve this problem?

a. 2. What research do I need to do?


b. Budget

Colaborar con los stakeholders.

Problem: Determine what advertising


method is the best for reaching Anywhere
Gaming Repair´s target audience. Process:
Prepare Phase. Clean data is the best data and you will need
to clean up your data to get rid of any
From Issue to Action: The Sis Data Analysis
possible errors, inaccuracies, or
phases:
inconsistencies. This might mean:
Ask:
 Using spreadsheet functions to find
- Define the problem you’re trying to incorrectly entered data
solve
 Using SQL functions to check for
- Make sure you fully understand the
extra spaces
stakeholder’s expectations
- Focus on the actual problem and  Removing repeated entries
avoid any distractions
- Collaborate with stakeholders and  Checking as much as possible for bias
keep an open line of communication in the data
- Take a step back and see the whole
situation in context
Questions to ask yourself in this step:
Question that I can make:
- What data errors or inaccuracies
- What are my stakeholders saying might get in my way of getting the
their problems are? best possible answer to the problem
- Now that I’ve identified the issues, I am trying to solve?
how can I help the stakeholders - How can I clean my data so the
resolve their questions? information I have is more
consistent?

Prepare:

- What metrics to measure Analyze:


- Locate data in your database You will want to think analytically about your
- Create security measures to protect data. At this stage, you might sort and
that data format your data to make it easier to: 
 Perform calculations data analysis and put it to use. This could
mean providing your stakeholders with
 Combine data from multiple sources
recommendations based on your findings so
 Create tables with your results they can make data-driven decisions.

Questions to ask yourself in this step: Questions to ask yourself in this step:

1. What story is my data telling me? 1. How can I use the feedback I
received during the share phase
2. How will my data help me solve this (step 5) to actually meet the
problem? stakeholder’s needs and
3. Who needs my company’s product expectations?
or service? What type of person is These six steps can help you to break the
most likely to use it? data analysis process into smaller,
manageable parts, which is called structured
thinking. This process involves four basic
Share: activities:
Everyone shares their results differently so 1. Recognizing the current problem or
be sure to summarize your results with clear situation
and enticing visuals of your analysis using
data via tools like graphs or dashboards. This 2. Organizing available information 
is your chance to show the stakeholders you 3. Revealing gaps and opportunities
have solved their problem and how you got
there. Sharing will certainly help your team:  4. Identifying your options

 Make better decisions When you are starting out in your career as a
data analyst, it is normal to feel pulled in a
 Make more informed decisions few different directions with your role and
 Lead to stronger outcomes expectations. Following processes like the
ones outlined here and using structured
 Successfully communicate your thinking skills can help get you back on track,
findings fill in any gaps and let you know exactly what
Questions to ask yourself in this step: you need.

1. How can I make what I present to


the stakeholders engaging and easy Solve Problems with Data:
to understand?
Common problem types (Video):
2. What would help me understand this
if I were the listener? Problems: Cortos o Largo, Complejos o
Simple.  Entender el problema que
tratamos de resolver.
Act: 1. Making Predictions: Using Data to
Now it’s time to act on your data. You will make an informed decisión about
take everything you have learned from your how thinks may be in the future.
2. Categorizing Things: Assginig How to stop machine from breaking down:
information to different groups or Finding Patterns  Look historical data t
clusters based on a common osee if anything in that have happened
features. before.
3. Spotting Something Unusual:
Identificar data que es diferente de
lo normal. IMPORTANTE: Tener información sobre
4. Identifying Themes: Grouping nuestros customers para poder realizar una
categorized information into broader correcta segmentación y que la atención
concepts. hacia ellos sea lo más personalizada posible
5. Discovering Connections: Finding entregándoles cosas que realmente les
similar challenges faced by different interese.
entities and combining data and
insights to address them.
6. Finding Patterns: Using historical CRAFT EFFECTIVE QUESTIONS
data to understand what happened
in the past and make sure it won´t SMART QUESTIONS
happen again. How to ask effective questions?

Leading questions: te lleva a responder


PROBLEMS IN THE RIAL WORLD preguntas de cierta forma.

Ejemplo: How to determine the best Questions that are too vague and lack
advertising method for a target audience. context….

What would happen if we advertise in Know the difference between effective and
different places?  Problem Type: Making ineffective questions.
Predictions

How to improve customer satisfaction levels?


 Categorizing Things: Se divide los distintos
niveles de satisfacción.

Smartwatch muestra tipos de latidos SMART Questions:


inusuales.  Spotting something unusual.
SPECIFIC
How to improve Experience of Customers
Example:
about coffee maker  Identifying Themes:
Analista descubrió que había personas que NO: Are kids getting enough exercise therse
les molestaba no saber si la máquina estaba days?
prendida o no agrupando comentarios.
YES: What % of kids achieve the
How to Reduce Wait-time: Discovering recommended 60 minutes of physical activity
Conections  se puede comunicar que días at least five days a week?
una empresa hace entregas para que la otra
MEASURABLE
lo haga los mismos días y así no hay tiempo
de desface. NO: Why did our video go viral?
YES: How many times was our video share on Closed-ended questions: questions that ask
social channels the first week it was posted? for a one-word or brief response only

ACTION-ORIENTED  Example: Were you satisfied with


the customer trial?
NO: How can we get customers?
YES: What could our company do to make This is a closed-ended question because it
our producto easier to recicle? doesn’t encourage people to expand on their
answer. It is really easy for them to give one-
RELEVANT: Algo que nos sirva a resolver las
word responses that aren’t very informative.
preguntas.
A better question might be, “What did you
NO: Why does it matters that Barrens tree learn about customer experience from the
frogs started disappearing? trial.” This encourages people to provide
YES: What enviromental factor changed in more detail besides “It went well.”
durham, between (…)?
Vague questions: questions that aren’t
TIME-BOUND: Enfocarse en data que esté en specific or don’t provide context
el período que nos interese.
 Example: Does the tool work for
Fairness: Ensuring your questions don´t you?
créate or reinforce bias.
This question is too vague because there is
Example: Leading Questions, Assumptions, no context. Is it about comparing the new
etc. tool to the one it replaces? You just don’t
know. A better inquiry might be, “When it
Why do you like icecream?  Maybe they comes to data entry, is the new tool faster,
don´t like icecream. slower, or about the same as the old tool? If
Things to avoid when asking questions faster, how much time is saved? If slower,
how much time is lost?” These questions give
Leading questions: questions that only have context (data entry) and help frame
a particular response responses that are measurable (time).
 Example: This product is too
expensive, isn’t it?
SEMANA 2
This is a leading question because it suggests
an answer as part of the question. A better UNDERSTAND THE POWER OF DATA
question might be, “What is your opinion of Data is a Collection of facts. Data Analysis
this product?” There are tons of answers to can help us to make more informed
that question, and they could include solutions.
information about usability, features,
accessories, color, reliability, and popularity, Data-Inspire decisión-making: Explores
on top of price. Now, if your problem is different data sources to find out what they
actually focused on pricing, you could ask a have in common.
question like “What price (or price range)
Ejemplo: selección de personas para un
would make you consider purchasing this
trabajo.
product?” This question would provide a lot
of different measurable responses.
Terminamos llegando a un Algoritmo: A replacing classic Coke. The company’s
process or set of rules to be followed for a decision to retire classic Coke was a data-
specific task. driven decision based on incomplete data.

We have to turn data into knowledge!  Mars orbiter loss


INTERPRETATION!
In 1999, NASA lost the $125 million Mars
Data trials and triumphs Climate Orbiter, even though it had good
data. The spacecraft burned to pieces
This reading focuses on why accurate
because of poor collaboration and
interpretation of data is key to data-driven
communication. The Orbiter’s navigation
decisions. You have been learning why data
team was using the SI or metric system
is such a powerful business tool and how
(newtons) for their force calculations, but
data analysts help their companies make
the engineers who built the spacecraft used
data-driven decisions for great results. As a
the English Engineering Units system
quick reminder, the goal of all data analysts
(pounds) for force calculations.
is to use data to draw accurate conclusions
and make good recommendations. That all No one realized a problem even existed until
starts with having complete, correct, and the Orbiter burst into flames in the Martian
relevant data. atmosphere. Later, a NASA review board
investigating the root cause of the problem
But keep in mind, it is possible to have solid
figured out that the issue was isolated to the
data and still make the wrong choices. It is
software that controlled the thrusters. One
up to data analysts to interpret the data
program calculated the thrusters’ force in
accurately. When data is interpreted
pounds; another program looking at the data
incorrectly, it can lead to huge losses.
assumed it was in newtons. The software
Consider the examples below.
controllers were making data-driven
Coke launch failure decisions to adjust the thrust based on 100%
accurate data, but these decisions were
In 1985, New Coke was launched, replacing wrong because of inaccurate assumptions
the classic Coke formula. The company had when interpreting it. A conversion of the
done taste tests with 200,000 people and data from one system of measurement to
found that test subjects preferred the taste the other could have prevented the loss.
of New Coke over Pepsi, which had become a
tough competitor. Based on this data alone,
classic Coke was taken off the market and
When data is used strategically, businesses
replaced with New Coke. This was seen as
can transform and grow their revenue.
the solution to take back the market share
Consider the examples below.
that had been lost to Pepsi.
Crate and Barrel
But as it turns out, New Coke was a massive
flop and the company ended up losing tens At Crate and Barrel, online sales jumped
of millions of dollars. How could this have more than 40% during stay-at-home orders
happened with data that seemed correct? It to combat the global pandemic. Currently,
is because the data wasn’t complete, which online sales make up more than 65% of their
made it inaccurate. The data didn't consider overall business. They are using data insights
how customers would feel about New Coke to accelerate their digital transformation and
bring the best of online and offline possibilities, and use both logic and creativity
experiences together for customers. along the way. You will then be prepared to
interpret your data with the highest levels of
BigQuery enables Crate and Barrel to "draw
care and accuracy. Note that there is a
on ten times [as many] information sources
difference between making a decision with
(compared to a few years ago) which are
incomplete data and making a decision with
then analyzed and transformed into
a small amount of data. You learned that
actionable insights that can be used to
making a decision with incomplete data is
influence the customer’s next interaction.
dangerous. But sometimes accurate data
And this, in turn, drives revenue."
from a small test can help you make a good
Read more about Crate and Barrel's data decision. Stay tuned. You will learn about
strategy in How one retailer’s data strategy how much data to collect later in the
powers seamless customer experiences. program.

PepsiCo

Since the days of the New Coke launch, Qualitative and quantitative data
things have changed dramatically for
Different questions maked diferente type of
beverage and other consumer packaged
data.
goods (CPG) companies.
Quantitative Data: Specific and objetive
PepsiCo "hired analytical talent and
measures of numerical facts.
established cross-functional workflows
around an infrastructure designed to put The what?
consumers’ needs first. Then [they] set up
How many?
the right processes to make critical decisions
based on data and technology use cases. How often?
Finally, [they] invested in the right
technology stack and platforms so that data Qualitative data: Subjective or explonatory
could flow into a central cloud-based hub. measures of qualities and characteristics.
This is critical. When data comes together, Charts
[they] develop a holistic understanding of
the consumer and their journeys." Graphs

Read about how PepsiCo is delivering a more


personal and valuable experience to
customers using data in How one of the
world’s biggest marketers ripped up its
playbook and learned to anticipate intent.

Key skills for triumphant results

As a data analyst, your own skills and


knowledge will be the most important part
We can take a closer look at the data types
of any analysis project. It is important for you
and data collection tools. Imagine that you
to keep a data-driven mindset, ask lots of
are a data analyst for a chain of movie
questions, experiment with many different
theaters. Your manager wants you to track data to revamp the menu and potentially
trends in: increase profits. 

 Movie attendance over time Evening audience preferences

 Profitability of the concession stand Your analysis of the historical data shows
that the 7:30 PM showtime was the most
 Evening audience preferences 
popular and had the greatest attendance,
In our scenario, we assume quantitative data followed by the 7:15 PM and 9:00 PM
already exists to monitor all three trends.  showtimes. You may suggest replacing the
current 8:00 PM showtime that has lower
Movie attendance over time attendance with an 8:30 PM showtime. But
Starting with the historical data the theater you need more data to back up your hunch
has through its loyalty and rewards program, that people would be more likely to attend
your first step is to investigate what insights the later show.
you can gain from that data. You look at Evening movie-goers are the largest source
attendance over the last 3 months. But, of revenue for the theater. Therefore, you
because the last 3 months didn’t include a also decide to include a question in your
major holiday, you decide it is better to look online survey to gain more insight. 
at a full year’s worth of data. As you
suspected, the quantitative data confirmed Qualitative data for all three trends plus
that average attendance was 550 per month ticket pricing
but then rose to an average of 1,600 per
Since you know that the theater is planning
month for the months with holidays. 
to raise ticket prices for evening showtimes
The historical data serves your needs for the in a few months, you will also include a
project, but you also decide that you will question in the survey to get an idea of
resume the analysis again in a few months customers’ price sensitivity. 
after the theater increases ticket prices for
Your final online survey might include these
evening showtimes. 
questions for qualitative data:
Profitability of the concession stand
1. What went into your decision to see
Profit is calculated by subtracting cost from a movie in our theater today? (movie
sales revenue. The historical data shows that attendance)
while the concession stand was profitable,
2. What do you think about the quality
profit margins were razor thin at less than
and value of your purchases at the
5%. You saw that average purchases totaled
concession stand? (concession stand
$20 or less. You decide that you will keep
profitability)
monitoring this on an ongoing basis. 
3. Which showtime do you prefer, 8:00
Based on your understanding of data
PM or 8:30 PM, and why do you
collection tools, you will suggest an online
prefer that time? (evening movie-
survey of customers so they can comment on
goer preferences)
the food at the concession stand. This will
enable you to gather even more quantitative 4. Under what circumstances would
you choose a matinee over a
nighttime showing? (ticket price The following table summarizes the benefits
increase) of using a dashboard for both data analysts
and their stakeholders.
Summing it up
Benefits For Data Analysts For Stakeholders

Data analysts will generally use both types of


Working with a
data in their work. Usually, qualitative data Centralization
Sharing a single source of comprehensive view of data,
data with all stakeholders initiatives, objectives,
can help analysts better understand their projects, processes, and more

quantitative data by providing a reason or


more thorough explanation. In other words, Visualization
Showing and updating
live, incoming data in real
Spotting changing trends and
patterns more quickly
quantitative data generally gives you the time*

what, and qualitative data generally gives Understanding the story


Pulling relevant
you the why. By using both quantitative and Insightfulness information from
behind the numbers to keep
track of goals and make data-
qualitative data, you can learn when people different datasets
driven decisions

like to go to the movies and why they chose


Creating custom views
the theater. Maybe they really like the Customization
dedicated to a specific
Drilling down to more specific
areas of specialized interest
person, project, or
reclining chairs, so your manager can presentation of the data
or concern

purchase more recliners. Maybe the theater


is the only one that serves root beer. Maybe
* It is important to remember that changed
a later show time gives them more time to
data is pulled into dashboards automatically
drive to the theater from where popular
only if the data structure is the same. If the
restaurants are located. Maybe they go to
data structure changes, you have to update
matinees because they have kids and want
the dashboard design before the data can
to save money. You wouldn’t have
update live.
discovered this information by analyzing only
the quantitative data for attendance, profit, Creating a dashboard
and showtimes.
Here is a process you can follow to create a
dashboard:
FOLLOW THE EVIDENCE: 1. Identify the stakeholders who need to
see the data and how they will use it
The beauty of dashboards
To get started with this, you need to ask
Dashboards are powerful visual tools that
effective questions. Check out this
help you tell your data story. A dashboard
Requirements Gathering Worksheet to
organizes information from multiple datasets
explore a wide range of good questions you
into one central location, offering huge time-
can use to identify relevant stakeholders and
savings. Data analysts use dashboards to
their data needs. This is a great resource to
track, analyze, and visualize data in order to
help guide you through this process again
answer questions and solve problems. For a
and again.
basic idea of what dashboards look like, refer
to this article: 6 real-world examples of 2. Design the dashboard (what should be
business intelligence dashboards. Tableau is displayed)
one tool that is used to create dashboards
and is covered later in the program. Use these tips to help make your dashboard
design clear, easy to follow, and simple:
 Use a clear header to label the other data analysts are using data
information visualization tools. 

 Add short text descriptions to each 5. Create filters as needed


visualization
Filters show certain data while hiding the
 Show the most important rest of the data in a dashboard. This can be a
information at the top big help to identify patterns while keeping
the original data intact. It is common for data
3. Create mock-ups if desired
analysts to use and share the same
This is optional, but a lot of data analysts like dashboard, but manage their part of it with a
to sketch out their dashboards before filter. To dig deeper into filters and find an
creating them.  example of filters in action, you can visit
Tableau’s page on Filter Actions. This is a
4. Select the visualizations you will use on useful resource to save and come back to
the dashboard when you start practicing using filters in
You have a lot of options here and it all Tableau on your own.
depends on what data story you are telling. If Dashboards are part of a business journey
you need to show a change of values over
time, line charts or bar graphs might be the Just like how the dashboard on an airplane
best choice. If your goal is to show how each shows the pilot their flight path, your
part contributes to the whole amount being dashboard does the same for your
reported, a pie or donut chart is probably a stakeholders. It helps them navigate the path
better choice. of the project inside the data. If you add
clear markers and highlight important points
on your dashboard, users will understand
where your data story is headed. Then, you
can work together to make sure the business
gets where it needs to go. 

To learn more about choosing the right


visualizations, check out Tableau’s galleries: Big and small data

 For more samples of area charts, As a data analyst, you will work with data
column charts, and other both big and small. Both kinds of data are
visualizations, visit Tableau’s Viz valuable, but they play very different roles. 
Gallery. This gallery is full of great
examples that were created using
real data; explore this resource on
your own to get some inspiration.

 Explore Tableau’s Viz of the Day to


see visualizations curated by the Whether you work with big or small data,
community. These are visualizations you can use it to help stakeholders improve
created by Tableau users and are a business processes, answer questions, create
great way to learn more about how new products, and much more. But there are
certain challenges and benefits that come  Current technology tools and
with big data and the following table solutions still struggle to provide
explores the differences between big and measurable and reportable data.
small data. This can lead to unfair algorithmic
bias. 
Small data Big data
 There are gaps in many big data
Describes a data set business solutions.
made up of specific Describes large, less-
metrics over a short, specific data sets that
Now for the good news! Here are some
well-defined time cover a long time period
period benefits that come with big data:

Usually organized and


 When large amounts of data can be
Usually kept in a database
analyzed in stored and analyzed, it can help
and queried
spreadsheets companies identify more efficient
ways of doing business and save a lot
Likely to be used by
small and midsize
Likely to be used by large of time and money.
organizations
businesses
 Big data helps organizations spot the
Simple to collect, Takes a lot of effort to trends of customer buying patterns
store, manage, sort, collect, store, manage, and satisfaction levels, which can
and visually represent sort, and visually represent
help them create new products and
Usually needs to be broken
solutions that will make customers
Usually already a into smaller pieces in order happy.
manageable size for to be organized and
analysis analyzed effectively for  By analyzing big data, businesses get
decision-making
a much better understanding of
current market conditions, which can
Challenges and benefits
help them stay ahead of the
Here are some challenges you might face competition.
when working with big data:
 As in our earlier social media
 A lot of organizations deal with data example, big data helps companies
overload and way too much keep track of their online presence—
unimportant or irrelevant especially feedback, both good and
information.  bad, from customers. This gives
them the information they need to
 Important data can be hidden deep
improve and protect their brand.
down with all of the non-important
data, which makes it harder to find The three (or four) V words for big data
and use. This can lead to slower and
When thinking about the benefits and
more inefficient decision-making
challenges of big data, it helps to think about
time frames.
the three Vs: volume, variety, and velocity.
 The data you need isn’t always easily Volume describes the amount of data.
accessible.  Variety describes the different kinds of data.
Velocity describes how fast the data can be
processed. Some data analysts also consider
a fourth V: veracity. Veracity refers to the consistency, and help people be
quality and reliability of the data. These are more efficient with their time.
all important considerations related to
 Capture data by the source by
processing huge, complex data sets. 
connecting spreadsheets to other
Volu Variet Velocit Veraci data sources, such as an online
me y y ty
survey application or a database.
The
This data will automatically be
The How
The differe fast the
quality updated in the spreadsheet. That
and
amou nt data
reliabil way, the information is always as
nt of kinds can be
data of process
ity of current and accurate as possible.
the
data  ed
data
 Manage different kinds of data with
a spreadsheet. This can involve
storing, organizing, filtering, and
updating information. Spreadsheets
also let you decide who can access
WORKING WITH SPREADSHEETS
the data, how the information is
Spreadsheets and the data life cycle shared, and how to keep your data
safe and secure. 
To better understand the benefits of using
spreadsheets in data analytics, let’s explore  Analyze data in a spreadsheet to
how they relate to each phase of the data life help make better decisions. Some of
cycle: plan, capture, manage, analyze, the most common spreadsheet
archive, and destroy. analysis tools include formulas to
aggregate data or create reports, and
pivot tables for clear, easy-to-
understand visuals. 

 Archive any spreadsheet that you


don’t use often, but might need to
reference later with built-in tools.
This is especially useful if you want
to store historical data before it gets
updated. 

 Destroy your spreadsheet when you


are certain that you will never need
 Plan for the users who will work it again, if you have better backup
within a spreadsheet by developing copies, or for legal or security
organizational standards. This can reasons. Keep in mind, lots of
mean formatting your cells, the businesses are required to follow
headings you choose to highlight, the certain rules or have measures in
color scheme, and the way you order place to make sure data is destroyed
your data points. When you take the properly.
time to set these standards, you will
improve communication, ensure
Resources rows, columns, and cells; formatting;
using formulas and functions; and
Spreadsheet shortcuts can help you become
adding charts and pivot tables. 
more efficient with spreadsheets. If you’d
like to learn more, you can explore the  Sort data in a range or table: This
collection of Google Sheets shortcuts, or visit page guides you through all of the
the Microsoft Excel shortcuts page if you are steps you will need to sort data by
using Excel. Both of these resources contain number, text, and color. You’ll also
a list of spreadsheet shortcuts you can save have the option to sort by custom list
and reference as you work more with so that you can customize exactly
spreadsheets on your own. what you want to sort.

 Filter data in a range or table: This


article has step-by-step instructions
Learn more about spreadsheet basics
on how to filter an Excel spreadsheet
Below, you will find a list that covers two to show only the data you want to
types of spreadsheet programs: Microsoft see. You can also use built-in
Excel and Google Sheets. The list includes comparison operators, such as
quick-start guides, tutorials, and more. The “greater than” and “top 10” to reveal
examples in this course use Google Sheets, only the most relevant data.
but you can follow along using Excel or any
 Format a worksheet: The guide will
other spreadsheet application. The user
help you select and format your
interface might be a little different, but it
Excel spreadsheet, then change the
should look and work similarly. 
borders, shading, colors, and text.
This can help improve your
spreadsheet’s readability.

Pro tip: If you’re searching for information


about using customizable options, check out
Microsoft Excel Microsoft’s Guidelines for organizing and
formatting data on a worksheet. This article
 Office Quick Starts: Scroll down to
provides clear methods for creating easy-to-
the Downloadable guides section to
read spreadsheets.
download the Excel Quick Start
Guide: This PDF guide begins with a Google Sheets
labeled map of Excel that can guide
 Google Sheets cheat sheet: The
you through the basic tasks you can
cheat sheet puts all the basics of
accomplish in Excel. For tips on
Sheets on a single page for easy
starting and opening Excel, this
reference. Here, you can learn about
Microsoft Support page will show
customizing your spreadsheet and
you how to begin a new workbook.
the data inside; working with rows,
 Excel video training: This is a columns, and cells; sharing your
collection of step-by-step videos to spreadsheet with others; creating
use all sorts of Excel features, different versions and copies of a
including adding and working within spreadsheet; and more.
 Get started with Sheets: Create and - Milestones
import files: This guide is a step-by- - Report
step guide for working with Sheets.
You start by learning how to open a
spreadsheet, then move on to The importance of context
adding data.
Context is the condition in which something
 Sort and filter your data: This exists or happens. Context is important in
resource can help you organize data data analytics because it helps you sift
in Sheets. Use this guide to sort part through huge amounts of disorganized data
or all of a spreadsheet. You can sort and turn it into something meaningful. The
by text, number, and color. Then, fact is, data has little value if it is not paired
learn how to create filters to show with context.
only certain data while hiding the
rest. Finally, the article includes
information on creating, saving, and
removing a filter view. 

 Edit and format a spreadsheet: This


will help you make easy-to-read
spreadsheets. You will learn how to
Understanding the context behind the data
assign a color, customize borders
can help us make it more meaningful at
around cells, and change the
every stage of the data analysis process. For
appearance of text. If you’d like to
example, you might be able to make a few
give your spreadsheet a theme, you
guesses about what you're looking at in the
can scroll to the bottom of the page
following table, but you couldn't be certain
and find how to apply it to parts of
without more context. 
your spreadsheet.

Tip: Microsoft Excel and Google Sheets are 2010


very similar in terms of calculations,
formulas, functions, and many other 2005
features. But there are some differences,
which can make it tricky to switch from one 2000
to the other. If you are moving between
Excel and Google Sheets, find a quick list of 1995
the differences between the two kinds of
spreadsheet applications in Overview: On the other hand, if the first column was
Differences between Sheets and Excel. labeled to represent the years when a survey
was conducted, and the second column
showed the number of people who
SAVE TIME WITH STRUCTURED THINKING responded to that survey, then the table
would start to make a lot more sense. Take
Scope of Work (SOW): this a step further, and you might notice that
the survey is conducted every 5 years. This
- Deliverables
- Timeline
added context helps you understand why make sure that you understand the business
there are five-year gaps in the table.  and business process. During organization,
the context is important for your naming
Years (Collected every 5 years) conventions, how you choose to show
relationships between variables, and what
2010 you choose to keep or leave out. And finally,
when you present, it is important to include
2005 contextual information so that your
stakeholders understand your analysis.
2000
Learning Log: Define problems and ask
1995 questions with data

Context can turn raw data into meaningful


information. It is very important for data
analysts to contextualize their data. This Overview
means giving the data perspective by
defining it. To do this, you need to identify:
In a previous learning log, you reflected on
 Who: The person or organization what you learned from the SMART questions
that created, collected, and/or you asked during your real life data
funded the data collection conversation. Now, you’ll complete an entry
 What: The things in the world that in your learning log using notes about your
data could have an impact on data conversation to explain your initial
insights to potential stakeholders. By the
 Where: The origin of the data time you complete this entry, you will have a
stronger understanding of how you might
 When: The time when the data was
use data to define problems and what
created or collected
information is useful for stakeholders at this
 Why: The motivation behind the stage. This will help you develop formal
creation or collection documents like a scope of work (SOW) as a
data analyst in the future.
 How: The method used to create or
collect it Summarize your findings

As a data analyst, part of your job is to


communicate the data analysis process and
your insights to stakeholders. This often
involves defining the problem and
Understanding and including the context is summarizing key questions and available
important during each step of your analysis data early on. You might include this
process, so it is a good idea to get information in a formal document for
comfortable with it early in your career. For stakeholders like a scope of work (SOW) at
example, when you collect data, you’ll also the beginning of a project. As a reminder, an
want to ask questions about the context to
SOW is an agreed-upon outline of the tasks As you think about these questions, it’s likely
to be performed during a project; it is you’ll discover that you don’t have all the
important to ensure your stakeholders information you need. This is part of the
understand this key information at that process! 
stage. 
When kicking off data analysis projects,
Before you start your learning log entry, take expect to have a lot of conversations. By
a moment to review your notes and your identifying what you know and what you
reflection for Learning Log: Ask SMART don’t know, it makes it much easier to plan
questions about real life data. Imagine that your next data conversation, so that you can
you are going to design a data analysis get the answers you need. 
project based on this data conversation.

In the learning log template linked below,


Access your learning log
you will create a summary of key information
you think a stakeholder would need to know To use the learning log for this course item,
about this project. In this case, your click the link below and select “Use
stakeholder could be a member of the Template.” 
executive team, like a project manager. Here
are some questions to help you get started:  Link to learning log template: Define
problems and ask questions with data
 What is the problem? 
OR
 Can it be solved with data? If so,
what data? If you don’t have a Google account, you can
download the template directly from the
 Where is this data? Does it exist, or attachment below.
do you need to collect it?

 Are you using private data that


someone will need to give you access Learning Log Template_ Define problems
to, or publicly available data? and ask questions with data

 Who are the relevant sponsors and DOCX File


stakeholders for this project? Who is
involved, and how?

 What are the boundaries for your


project? What do you consider “in- Reflection
scope?” What do you consider “out-
of-scope?”
Now that you have started identifying which
 Is there any other information you information would be useful for a potential
think is relevant to the project?  stakeholder, write 5-7 sentences (100-140
 Is there any information you need or words) summarizing the key questions, the
questions you need answered  data available, and the answers or insights
before you can begin? you have gained so far in your learning log
template. 
When you’ve finished your entry in the
learning log template, make sure to save the
document so your response is somewhere
accessible. This will help you continue
applying data analysis to your everyday life.
You will also be able to track your progress
and growth as a data analyst.

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