Source Context
Identify the records behind an analysis and document what each observation represents.
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Connect the source records, preparation steps and analytical questions that give business data a usable decision context.

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Define the business question and reporting population.
Document preparation rules and source relationships.
Present findings with their calculation context.
Analytics Inputs
Avoid records without an identified source or owner.
Avoid mixing incompatible reporting periods or units.
Confirm the fields needed for the analytical question.
Analysis Scope
Agree on the measures and comparisons to investigate.
Exclude conclusions beyond the available evidence.
Exclude unrelated tracking from the agreed analysis.
Finding Review
Trace a reported result to its underlying records.
Do not treat an association as proof of causation.
Do not hide missing-data or coverage limitations.
Build analytics around the business question, source records and reporting periods that give a result its meaning.
Identify where each dataset comes from, what a record represents and which transformations prepare it for analysis.
Agree on units, populations and time windows before comparing operational activity or presenting a trend.
Present findings with definitions and interpretation limits so users can distinguish an observation from an assumption.
Connect source context to analytical decisions.
Define the business question behind analysis.
Identify sources, fields and reporting dates.
Document cleanup and transformation choices.
Compare measures on the same analytical basis.
Trace each finding to its supporting records.
Connect business questions to usable records, consistent calculations and findings that retain their source context.
Identify the records behind an analysis and document what each observation represents.
Make cleanup and transformation choices visible before using records in an analytical comparison.
Define populations, units and time windows so comparisons describe the same business activity.
Present analytical results with the assumptions and limitations needed for a business review.
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Starting at
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