Have you ever put together some analysis only to have your stakeholders say, “This is great, can I get this every month?” Or have you ever thought, “this report takes too much time to build every week, I wish there was a way to shorten the amount of time I spend putting this report together?” If you have, this episode is for you. Tune in to hear some tips that will help you create repeatable analysis.
Timeline:
01:41 - The Goal of Analysis
04:54 - Minimizing Technical Debt
06:46 - Eliminate Manual Touches
09:28 - Consider How You Use Filters
11:08 - Combine Data Sources First
11:48 - Set Up a Framework or Template
13:02 - Use Consistent Naming Conventions
14:35 - Document Your Process
15:40 - The Last Record
The Last Record:
- The goal of any analysis is to provide actionable insights. Be sure to keep this in mind as you are building any reports
- Strive to minimize the technical debt and technical interest. That’s the time needed to re-do portions of any analysis in order to do it properly, or the time needed to refresh the data on a regular basis.
- Avoid manual touches - this could be data pulls, or even hand keying in information into a spreadsheet.
- Put filters up front, and remove as much data as possible in the first filter, and each subsequent filter should remove less and less data.
- Set up a framework so you only have to update the raw data, and not rebuild a summary or data visualization
- Watch out for your naming conventions
- Be consistent with how you name your fields throughout your workflow
- Document your steps and process. Your future self will thank you for saving pain and heartache trying to figure out why you created the process the way you did.