the data bubble

the data bubble

rigour before speed

Twelve chapters on asking the right question of data before you run the model, told through one gym chain's membership file.

get the book

The average transaction value is $47.

The answer is not wrong. It is just not an answer.

Animated figure. About 5,941 transaction amounts are shown as dots (400 sampled for display). Their average is $47, but the distribution is right-skewed: the median is $32 and about two thirds of transactions fall below the average, which is pulled up by a small number of large purchases.

ActiveEdge

A gym chain. 2,000 members, 8 locations. Renewal is holding at around sixty percent, which the operations team considers acceptable. The charts on this page are being migrated onto the book's ActiveEdge membership file, chart by chart — some already read it live; the rest still use a stand-in generated in its spirit. Every finding is one they missed.

ActiveEdge is the book's running case study — a fictional company, reproducible synthetic data. Not a real customer.

Try the thinking

One figure, real data: 519 ActiveEdge members visit fewer than twice a month, and the average doesn't see them.

"The average lands inside the majority. It says nothing about the quarter who are barely here at all."

pooled mean
0 visits/month18+ visits/month
One merged distribution. A single average describes the whole crowd.

More on the explore page →

Part One · the story

One gym chain's membership file, one question at a time. Each chapter leaves you able to say something you could not say before.

  1. 00

    Before the Answer

    The statisticians of the last century were not handicapped by their limited tools. They were sharpened by them. Every answer began with a question, a notebook, and the discipline to doubt the obvious.

    the question Why does more data so often produce less understanding?

    afterwards You can say what rigour is for, and why it comes before speed.

  2. 01

    Memory

    Data began the day humans forgot.

    the question What is a dataset, and what did the act of recording leave out?

    afterwards You can read a table as a record someone made, and ask what it could not see.

  3. 02

    The Shape of Data

    The average lies. The shape tells the truth.

    the question The report says one number. Is that where the data actually is?

    afterwards You can look at a distribution before a summary, and say when one number is hiding the shape.

  4. 03

    Relationships

    Nothing interesting happens until one variable meets another.

    the question Two things move together. What is that worth, and what is it not?

    afterwards You can read a scatter and a correlation and name the thing nobody measured.

  5. 04

    Data Quality

    Garbage in, garbage out was never about computers.

    the question Some of the rows are blank or strange. Is the dataset still telling the truth?

    afterwards You can ask why a value is missing before deciding what to do about it.

  6. 05a

    When the Answer Is a Number

    Every model is a lens. Some clarify. Some distort.

    the question The answer is an amount. What has to hold before a line through the data can be trusted to predict it?

    afterwards You can say what a predicted quantity rests on, and read the places it fails as findings rather than flaws.

  7. 05b

    When the Answer Is Yes or No

    A probability is not a verdict. Someone still has to decide what counts as likely enough.

    the question The model says how likely each member is to renew. Who decides what counts as likely enough?

    afterwards You can set the cut-off from what each kind of mistake costs, and say why a model that is usually right can still miss every member who leaves.

  8. 05c

    When the Answer Is a Group Nobody Named

    Not every population is one population. Sometimes the data is waiting to be asked.

    the question There is nothing to predict. Is the membership one population, or several nobody has named?

    afterwards You can say what a grouping found and what it left to judgement, and why naming a group is not the same as knowing what made it.

  9. 06

    Causation

    Correlation points. Causation explains.

    the question We found a pattern. Can we act on it?

    afterwards You can give three explanations for one pattern and say which one the data has ruled out.

  10. 07

    The Experiment

    The coin flip is not chance surrendered. It is chance put to work.

    the question How do you learn what a change does, rather than what happened near it?

    afterwards You can say what a designed test earns that an observed difference cannot.

  11. 08

    Uncertainty

    Every number is an estimate. The honest ones say so.

    the question The board wants one number. What does the number leave out?

    afterwards You can report a range, and say when the range changes the decision.

  12. 09

    Time

    Some questions live in a moment. Others only reveal themselves across many of them.

    the question The same question, asked over months instead of once. What changes?

    afterwards You can say when order matters, and when a line that bends is not a line that breaks.

  13. 10

    Came the Question

    Every good answer begins the same way.

    the question When it all went right, what had been done first?

    afterwards You can say what the question has to look like before any of the chapters above apply.

  14. Taking the Answer Back

    The analysis is not finished when the finding is correct. It is finished when the finding connects to a decision.

    the question The result is right. Now what do you say in the room?

    afterwards You can match the precision of what you claim to the decision it feeds.

Part Two · the reference

Shapes have names before they have stories. Read in any order.

  1. 11

    Fluency

    Knowing the language is not the same as knowing what it is saying.

    the question What does a careful analyst do, in order, every time?

    afterwards You can walk the eight stages from framing to taking it back, and name the sentence for the room at each.

  2. 12

    The Right Tool for the Question

    Knowing every tool is not the same as knowing which one this question needs.

    the question Ten questions a business asks about its members. Which tool does each one need?

    afterwards You can go from a question in plain words to the family of method that answers it.

  3. Afterword

    A book can teach the discipline. It cannot make you keep it.

also on the site

Worked examples whose subject the book does not teach. No chapter to go back to; they stand on their own.

From the notebook

Short pieces from the notebook as the book comes together. All six are written; each unlocks here the moment it goes out.

The Data Bubble — book cover
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the data bubble

rigour before speed

sankar sekar

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