Before you communicate, think about:

1. Who your audience is

• In this case, you'll want to connect with other data analysts working on the project, as well as your project manager and eventually the VP of sales, who is your stakeholder.

2. What they already know

• The other data analysts working on this project know all the details about which data-set you are using already, and your project manager knows the timeline you're working towards. Finally, the VP of sales knows the high-level goals of the project.

3. What they need to know

• Your fellow data analysts need to know the details of where you have tried so far and any potential solutions you've come up with. Your project manager would need to know the different teams that could be affected and the implications for the project, especially if this problem changes the timeline. Finally, the VP of sales will need to know that there is a potential issue that would delay or affect the project.

4. How you can communicate that effectively to them

• Instead of a long, worried e-mail which could lead to lots back and forth, you decide to quickly book in a meeting with your project manager and fellow analysts. In the meeting, you let the team know about the missing online sales data and give them more background info. Together, you discuss how this impacts other parts of the project. As a team, you come up with a plan and update the project timeline if needed. In this case, the VP of sales didn't need to be invited to your meeting, but would appreciate an e-mail update if there were changes to the timeline which your project manager might send along herself.

Tips for effective communication

1. Learn as you go and ask questions

2. Practice good writing habits

3. Read your emails out loud

   

   The 1st Email : There's so much written here that it's kind of hard to see where the important information is. And this first paragraph doesn't give me a quick summary of the important takeaways. It's pretty casual too; the greeting is just "hey,"" and there's no sign off. Plus, I can already spot some typos.

   

   The 2nd Email : Already it's less overwhelming. Just a few sentences telling me what I need to know. It's clearly organized and there's a polite greeting and sign off. This is a good example of an email--short and to the point, polite and well written

4. Answer in a timely manner

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Data scenarios and responses

Being able to communicate in multiple formats is a key skill for data analysts. Listening, speaking, presenting, and writing skills will help you succeed in your projects and in your career. This reading covers effective communication strategies, including examples of clearly worded emails for common situations.

Here's an important first tip: Know your audience! When you communicate your analysis and recommendations as a data analyst, it's vital to keep your audience in mind.

Be sure to answer these four important questions related to your audience:

1. Who is your audience?
2. What do they already know?
3. What do they need to know?
4. How can you best communicate what they need to know?

Project example

As a data analyst, you'll get plenty of requests and questions through email. Let’s walk through an example of how you might approach answering one of these emails. Assume you're a data analyst working at a company that develops mobile apps. Let's start by reviewing answers to the four audience questions we just covered:

1. Who is your audience?

   Kiri, Product Development Project Manager

2. What do they already know?

   Kiri received updates about our project from its planning stages, including the most recent project report, sent two weeks ago.

3. What do they need to know?

   Kiri needs an update on the analysis project’s progress and needs to know that the executive team approved changes to the data and timeline. You know that adding a new variable to the analysis will impact the current project timeline. Kiri will need to change the project’s milestones and completion date.

4. How can you best communicate what they need to know?

   You can start by sending an email update to Kiri with the latest timeline for the project, but a meeting might be necessary if she wants to talk through her concerns about missing a deadline.

Updated timeline email sample

After answering the audience questions, you have the key building blocks you need to write an email to Kiri. Here's an example of how these questions can help organize the flow of the email message:

After receiving your email, Kiri will have a clearer view of the changes to the analysis project and will be able to make adjustments to work with the new timeline.

Project follow-up email sample

After the next report is completed, you can also send out a project update offering more information. The email could look like this:

Good communication keeps stakeholders updated on progress and ultimately helps prevent problems. Carefully worded responses are key. Whether you gather and address feedback using email, meetings, or reports, everyone you work with will know what to expect. As a result, they will be able to better manage their own schedules, resources, and teams.

Balancing expectations and realistic project goals

1. Set a reasonable and realistic timeline

• It can be tempting to tell your stakeholders that you'll have this done in no time, no problem. But setting expectations for a realistic timeline will help you in the long run. Your stakeholders will know what to expect when, and you won't be overworking yourself and missing deadlines because you overpromised.

2. Flag problems early for stakeholders

• The earlier you can flag the problems, the better. That way your stakeholders can make necessary changes as soon as possible.

3. Set realistic expectations at every stage of the project

• This takes some balance. You've learned about balancing the needs of your team members and stakeholders, but you also need to balance stakeholder expectations and what's possible with the projects, resources, and limitations. That's why it's important to be realistic and objective and communicate clearly. This will help stakeholders understand the timeline and have confidence in your ability to achieve those goals.

Question 1

When starting a new data analysis project, setting expectations for a realistic timeline might involve which of the following? Select all that apply.

• Sharing a high-level schedule with stakeholders so they can plan accordingly
• Assuring stakeholders that you’ll have the project done right away
• Creating a schedule with project phases and their approximate start dates
• Communicating clearly with the project manager and other team members

Correct. Setting expectations for a realistic timeline might involve sharing a high-level schedule with stakeholders, creating a schedule, and communicating clearly with team members.

Question 2

A data analyst reframes a question. Then, they outline the problem, challenges, potential solutions, and timeframe. This is done to achieve what goals? Select all that apply.

• Put the data in context, and find the story it’s telling
• Provide reports immediately to keep stakeholders happy
• Communicate expectations so stakeholders understand how long it will take to provide accurate information
• Balance speed with accuracy

Correct. A data analyst would use these techniques in order to put data into context, balance speed with accuracy, and keep stakeholders informed.

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Limitations of data

Data is powerful, but it has its limitations. Has someone’s personal opinion found its way into the numbers? Is your data telling the whole story? Part of being a great data analyst is knowing the limits of data and planning for them. This reading explores how you can do that.

Data is powerful, but it has its limitations. Has someone’s personal opinion found its way into the numbers? Is your data telling the whole story? Part of being a great data analyst is knowing the limits of data and planning for them. This reading explores how you can do that.

The case of incomplete (or nonexistent) data

If you have incomplete or nonexistent data, you might realize during an analysis that you don't have enough data to reach a conclusion. Or, you might even be solving a different problem altogether! For example, suppose you are looking for employees who earned a particular certificate but discover that certification records go back only two years at your company. You can still use the data, but you will need to make the limits of your analysis clear. You might be able to find an alternate source of the data by contacting the company that led the training. But to be safe, you should be up front about the incomplete dataset until that data becomes available.

Don't miss misaligned data

If you're collecting data from other teams and using existing spreadsheets, it is good to keep in mind that people use different business rules. So one team might define and measure things in a completely different way than another. For example, if a metric is the total number of trainees in a certificate program, you could have one team that counts every person who registered for the training, and another team that counts only the people who completed the program. In cases like these, establishing how to measure things early on standardizes the data across the board for greater reliability and accuracy. This will make sure comparisons between teams are meaningful and insightful.

Deal with dirty data

Dirty data refers to data that contains errors. Dirty data can lead to productivity loss, unnecessary spending, and unwise decision-making. A good data cleaning effort can help you avoid this. As a quick reminder, data cleaning is the process of fixing or removing incorrect, corrupted, incorrectly formatted, duplicate, or incomplete data within a dataset. When you find and fix the errors - while tracking the changes you made - you can avoid a data disaster. You will learn how to clean data later in the training.

Tell a clear story

Avinash Kaushik, a Digital Marketing Evangelist for Google, has lots of great tips for data analysts in his blog: Occam's Razor. Below are some of the best practices he recommends for good data storytelling:

• Compare the same types of data: Data can get mixed up when you chart it for visualization. Be sure to compare the same types of data and double check that any segments in your chart definitely display different metrics.
• Visualize with care: A 0.01% drop in a score can look huge if you zoom in close enough. To make sure your audience sees the full story clearly, it is a good idea to set your Y-axis to 0.
• Leave out needless graphs: If a table can show your story at a glance, stick with the table instead of a pie chart or a graph. Your busy audience will appreciate the clarity.
• Test for statistical significance: Sometimes two datasets will look different, but you will need a way to test whether the difference is real and important. So remember to run statistical tests to see how much confidence you can place in that difference.
• Pay attention to sample size: Gather lots of data. If a sample size is small, a few unusual responses can skew the results. If you find that you have too little data, be careful about using it to form judgments. Look for opportunities to collect more data, then chart those trends over longer periods.

Be the judge

In any organization, a big part of a data analyst’s role is making sound judgments. When you know the limitations of your data, you can make judgment calls that help people make better decisions supported by the data. Data is an extremely powerful tool for decision-making, but if it is incomplete, misaligned, or hasn’t been cleaned, then it can be misleading. Take the necessary steps to make sure that your data is complete and consistent. Clean the data before you begin your analysis to save yourself and possibly others a great amount of time and effort.

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Test your knowledge on clear communication

TOTAL POINTS 5

Question 1

To communicate clearly with stakeholders and team members, there are four key questions data analysts ask themselves. The first is: Who is my audience? Identify the remaining three questions. Select all that apply.

• What does my audience need to know?
• How can I communicate effectively to my audience?
• What does my audience already know?
• Why are stakeholders and team members important?

Correct. The four key questions data analysts ask themselves when communicating with stakeholders are: Who is my audience? What do they already know? What do they need to know? And how can I communicate effectively with them?

Question 2

A colleague sent you a question via email nearly two days ago. You know it’s going to take a while for you to find the answer because you need to do some research first. You’re too busy to get it done today. What’s the best course of action?

• Forward the email to the entire data analytics team, and ask if someone else can answer the question for you.
• Respond right away with your best guess to the answer of their question. The sender has been waiting nearly 48 hours, and any response is better than nothing.
• Reply with a quick update thanking the sender for their patience and letting them know when they can expect you to respond with the answer to their question.
• Delete the email. By the time you’re able to answer the question, it won’t be helpful information anyway.

Correct. The best course of action is to reply with a quick update thanking the sender for their patience and letting them know when they can expect you to respond with the answer to their question.

Question 3

Focusing on stakeholder expectations enables data analysts to achieve what goals? Select all that apply.

• Build trust
• Understand project goals
• Multitask more effectively
• Improve communication among teams

Correct. Focusing on stakeholder expectations enables data analysts to understand project goals, improve communication, and build trust.

Question 4

A stakeholder has asked a data analyst to produce a report very quickly. What are some strategies the analyst can apply to ensure their work isn’t rushed, answers the right question, and delivers useful results? Select all that apply.

• Reframe the question
• Work overtime to get the report done by the following day
• Set clear expectations about timeframe
• Outline the problem

Correct. To ensure their work answers the right questions and delivers useful results, the data analyst should set clear expectations, outline the problem, and reframe the question.

Question 5

Asking questions including, “Does my analysis answer the original question?” and “Are there other angles I haven’t considered?” enable data analysts to accomplish what tasks? Select all that apply.

• Consider the best ways to share data with others
• Use data to get to a solid conclusion
• Help their team make informed, data-driven decisions
• Identify primary and secondary stakeholders

Correct. Asking questions such as these enables data analysts to consider the best ways to share data with others, help their team make informed decisions, and use data to get to a solid conclusion.