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169 lines
5.8 KiB
Markdown
169 lines
5.8 KiB
Markdown
---
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description: QA an analysis before sharing -- methodology, accuracy, and bias checks
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argument-hint: "<analysis to review>"
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---
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# /validate - Validate Analysis Before Sharing
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> If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](../CONNECTORS.md).
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Review an analysis for accuracy, methodology, and potential biases before sharing with stakeholders. Generates a confidence assessment and improvement suggestions.
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## Usage
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```
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/validate <analysis to review>
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```
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The analysis can be:
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- A document or report in the conversation
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- A file (markdown, notebook, spreadsheet)
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- SQL queries and their results
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- Charts and their underlying data
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- A description of methodology and findings
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## Workflow
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### 1. Review Methodology and Assumptions
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Examine:
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- **Question framing**: Is the analysis answering the right question? Could the question be interpreted differently?
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- **Data selection**: Are the right tables/datasets being used? Is the time range appropriate?
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- **Population definition**: Is the analysis population correctly defined? Are there unintended exclusions?
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- **Metric definitions**: Are metrics defined clearly and consistently? Do they match how stakeholders understand them?
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- **Baseline and comparison**: Is the comparison fair? Are time periods, cohort sizes, and contexts comparable?
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### 2. Check for Common Analytical Errors
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Systematically review for:
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**Data completeness:**
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- Missing data that could skew results (e.g., nulls in key fields, missing time periods)
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- Data freshness issues (is the most recent data actually complete or still loading?)
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- Survivorship bias (are you only looking at entities that "survived" to the analysis date?)
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**Statistical issues:**
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- Simpson's paradox (trend reverses when data is aggregated vs. segmented)
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- Correlation presented as causation without supporting evidence
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- Small sample sizes leading to unreliable conclusions
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- Outliers disproportionately affecting averages (should medians be used instead?)
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- Multiple testing / cherry-picking significant results
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**Aggregation errors:**
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- Double-counting from improper joins (many-to-many explosions)
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- Incorrect denominators in rate calculations
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- Mixing granularity levels (e.g., user-level metrics averaged with account-level)
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- Revenue recognized vs. billed vs. collected confusion
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**Time-related issues:**
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- Seasonality not accounted for in comparisons
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- Incomplete periods included in averages (e.g., partial month compared to full months)
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- Timezone inconsistencies between data sources
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- Look-ahead bias (using future information to explain past events)
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**Selection and scope:**
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- Cherry-picked time ranges that favor a particular narrative
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- Excluded segments without justification
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- Changing definitions mid-analysis
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### 3. Verify Calculations and Aggregations
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Where possible, spot-check:
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- Recalculate a few key numbers independently
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- Verify that subtotals sum to totals
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- Check that percentages sum to 100% (or close to it) where expected
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- Confirm that YoY/MoM comparisons use the correct base periods
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- Validate that filters are applied consistently across all metrics
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### 4. Assess Visualizations
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If the analysis includes charts:
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- Do axes start at appropriate values (zero for bar charts)?
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- Are scales consistent across comparison charts?
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- Do chart titles accurately describe what's shown?
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- Could the visualization mislead a quick reader?
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- Are there truncated axes, inconsistent intervals, or 3D effects that distort perception?
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### 5. Evaluate Narrative and Conclusions
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Review whether:
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- Conclusions are supported by the data shown
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- Alternative explanations are acknowledged
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- Uncertainty is communicated appropriately
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- Recommendations follow logically from findings
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- The level of confidence matches the strength of evidence
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### 6. Suggest Improvements
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Provide specific, actionable suggestions:
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- Additional analyses that would strengthen the conclusions
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- Caveats or limitations that should be noted
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- Better visualizations or framings for key points
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- Missing context that stakeholders would want
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### 7. Generate Confidence Assessment
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Rate the analysis on a 3-level scale:
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**Ready to share** -- Analysis is methodologically sound, calculations verified, caveats noted. Minor suggestions for improvement but nothing blocking.
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**Share with noted caveats** -- Analysis is largely correct but has specific limitations or assumptions that must be communicated to stakeholders. List the required caveats.
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**Needs revision** -- Found specific errors, methodological issues, or missing analyses that should be addressed before sharing. List the required changes with priority order.
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## Output Format
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```
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## Validation Report
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### Overall Assessment: [Ready to share | Share with caveats | Needs revision]
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### Methodology Review
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[Findings about approach, data selection, definitions]
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### Issues Found
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1. [Severity: High/Medium/Low] [Issue description and impact]
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2. ...
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### Calculation Spot-Checks
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- [Metric]: [Verified / Discrepancy found]
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- ...
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### Visualization Review
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[Any issues with charts or visual presentation]
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### Suggested Improvements
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1. [Improvement and why it matters]
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2. ...
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### Required Caveats for Stakeholders
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- [Caveat that must be communicated]
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- ...
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```
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## Examples
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```
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/validate Review this quarterly revenue analysis before I send it to the exec team: [analysis]
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```
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```
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/validate Check my churn analysis -- I'm comparing Q4 churn rates to Q3 but Q4 has a shorter measurement window
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```
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```
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/validate Here's a SQL query and its results for our conversion funnel. Does the logic look right? [query + results]
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```
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## Tips
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- Run /validate before any high-stakes presentation or decision
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- Even quick analyses benefit from a sanity check -- it takes a minute and can save your credibility
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- If the validation finds issues, fix them and re-validate
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- Share the validation output alongside your analysis to build stakeholder confidence
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