Exploratory analysis plan for a new dataset
Turn a dataset description into a step-by-step exploration plan with checks, hypotheses and the first charts to make.
Systematically diagnose why a metric suddenly changed, ranking likely causes and giving the exact checks to confirm each one.
A metric changed unexpectedly and I need to find out why. Act as a methodical data investigator.
Metric: {{metric}}
What happened: {{change}}
When it started: {{timing}}
What I know about the business, product, or system around that time: {{context}}
Dimensions I can break the data by: {{dimensions}}
Produce an investigation plan:
1. Restate the anomaly precisely: size, shape (step, spike, slow drift), and timing, and what it should be compared against (same weekday last week, same period last year).
2. First, rule out measurement problems: tracking or pipeline changes, delayed or duplicated data, timezone or definition changes, bots. Give the checks in order of cheapness.
3. Then list 6-8 candidate real causes, ranked by prior likelihood given my context. For each: the evidence that would support it, the evidence that would contradict it, and the exact breakdown or query to run.
4. A decomposition approach: split the metric into its components (for example volume x rate, or by segment) and show how to find which component explains most of the change.
5. A decision tree: "If X is true, go to Y."
6. What to tell stakeholders right now while the investigation is ongoing, in 3 sentences, without claiming a cause I have not confirmed.
7. Follow-up: an alert or monitor to catch this sooner next time.
Say what extra information would most narrow down the cause.Ruling out measurement problems before hunting for real causes avoids the most common waste of time. Add a screenshot description of the trend or sample numbers to sharpen the ranking.
Licensed CC0 (public domain) Version 1 · history
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