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S in Soar
specify question
O in soar model
obtain the data
A in soar model
analyze the data
R in soar model
report the results
descriptive
what happened?
diagnostic
why did it happen?
predictive
what will likely happen?
prescriptive
what should we do?
Nominal
categories with no order (product color, region, zip code, jersey number)
Ordinal
ordered categories, unequal gaps (Satisfaction, credit rating, t shirt size)
Interval
numerical, equal gaps, no true zero (SAT scores, fahrenheit, calendar years)
Ratio
numerical, equal gaps, true zero (revenue, cogs, age, employee count, units sold)
mean
average
median
middle number when sorted
mode
most frequent number
Positive right skew
mean > median
kurtosis
how heavy tails are
negative left skew
mean < median
Range
max - min
IQR
Q3 - Q1
variance
average squared distance from mean
standard deviation
square root of variance
Z score
value - mean / standard deviation
high standard deviation
data spread out
low standard deviation
data more consistent
five number summary
minimum
Q1
median
Q3
maximum
what is five number summary equal to horizontally?
box plot
four pillars of data ethics
privacy, transparency, fairness, accountability
benfords law
smaller leading digits appear more frequently
horizontal analysis
current year - previous year/previous year x 100
vertical analysis
individual item/total x 100
breakeven analysis
fixed costs/ price per unit - variable cost per unit
R in AI prompting
role
C in AI prompting
context
T in AI prompting
task
F in AI prompting
format
charts: comparing categories
bar chart
charts: trends over time
line chart
charts: parts of a whole
pie chart
charts: distribution of numerical data
histogram
charts: relationship between two numerical variables
scatterplot
charts: median, spread, outliers
box plot
charts: comparing category composition
stacked bar chart
1 standard deviation
68%, - and + on each side
2 standard deviations
95%, - and + on each side x2
3 standard deviations
99.7%, - and + on each side x3
dimensions tableau
categories (product or region)
measures tableau
numbers (revenue or profit)
tableau dashboard
multiple visuals on one screen
tableau .twbx
packaged tableau workbook
excel csv
plain text, no saved formulas, typically one table, easy to share
excel xlsx
excel workbook, formulas, multiple worksheets
A1
relative, changes when copied
$A$1
absolute, never changes when copied
$A1
column fixed
A$1
row fixed
Referencing same cells across worksheets formula
example: =SUM(Jan:Mar!B2)