/Python & Data Analytics/Phase 11

Phase 11Days 121-132

Tableau, BI, Time Series & Metric Systems

Deliver governed decision products and analyze time without ML forecasting

Phase Goal

Create trustworthy dashboards, define metrics, and perform decomposition and baseline time-series analysis.

Progress

Notes

Open the written lectures for this course before checking off the phase topics.

Projects

Emergency Shelter Operations Command Centre

Day 121: Tableau Mental Model & Connections

Build the first-principles mental model for Dimensions, measures, discrete, continuous, and marks; name the question it answers and the unit of analysisPredict and trace a tiny example of Dimensions, measures, discrete, continuous, and marks before inspecting the resultApply Dimensions, measures, discrete, continuous, and marks to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Dimensions, measures, discrete, continuous, and marks; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Live versus extract freshness; name the question it answers and the unit of analysisPredict and trace a tiny example of Live versus extract freshness before inspecting the resultApply Live versus extract freshness to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Live versus extract freshness; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Relationships, joins, unions, and grain; name the question it answers and the unit of analysisPredict and trace a tiny example of Relationships, joins, unions, and grain before inspecting the resultApply Relationships, joins, unions, and grain to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Relationships, joins, unions, and grain; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Automatic aggregation traps; name the question it answers and the unit of analysisPredict and trace a tiny example of Automatic aggregation traps before inspecting the resultApply Automatic aggregation traps to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Automatic aggregation traps; diagnose the visible failure and perform the corrective check

Retrieve one recent mechanism and one older prerequisite before consulting notesComplete a guided example, then reconstruct its critical path from a blank artifactSolve a changed task that requires choosing among already-taught toolsRecord the decision changed, failure tested, help used, and adaptive 1/3/7/14/30-day review cue

Day 122: Core Views & Visual Encoding

Build the first-principles mental model for Rows, columns, marks, and Show Me boundaries; name the question it answers and the unit of analysisPredict and trace a tiny example of Rows, columns, marks, and Show Me boundaries before inspecting the resultApply Rows, columns, marks, and Show Me boundaries to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Rows, columns, marks, and Show Me boundaries; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Bars, lines, scatterplots, maps, and text; name the question it answers and the unit of analysisPredict and trace a tiny example of Bars, lines, scatterplots, maps, and text before inspecting the resultApply Bars, lines, scatterplots, maps, and text to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Bars, lines, scatterplots, maps, and text; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Sorts, groups, sets, bins, and hierarchies; name the question it answers and the unit of analysisPredict and trace a tiny example of Sorts, groups, sets, bins, and hierarchies before inspecting the resultApply Sorts, groups, sets, bins, and hierarchies to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Sorts, groups, sets, bins, and hierarchies; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Over-encoding and misleading axes; name the question it answers and the unit of analysisPredict and trace a tiny example of Over-encoding and misleading axes before inspecting the resultApply Over-encoding and misleading axes to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Over-encoding and misleading axes; diagnose the visible failure and perform the corrective check

Day 123: Filters & Order of Operations

Build the first-principles mental model for Filter levels; name the question it answers and the unit of analysisPredict and trace a tiny example of Filter levels before inspecting the resultApply Filter levels to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Filter levels; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Order-of-operations model; name the question it answers and the unit of analysisPredict and trace a tiny example of Order-of-operations model before inspecting the resultApply Order-of-operations model to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Order-of-operations model; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Top-N within context; name the question it answers and the unit of analysisPredict and trace a tiny example of Top-N within context before inspecting the resultApply Top-N within context to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Top-N within context; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Changed denominators and hidden missingness; name the question it answers and the unit of analysisPredict and trace a tiny example of Changed denominators and hidden missingness before inspecting the resultApply Changed denominators and hidden missingness to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Changed denominators and hidden missingness; diagnose the visible failure and perform the corrective check

Day 124: Calculated Fields & LOD

Build the first-principles mental model for Row versus aggregate calculations; name the question it answers and the unit of analysisPredict and trace a tiny example of Row versus aggregate calculations before inspecting the resultApply Row versus aggregate calculations to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Row versus aggregate calculations; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Conditional, date, string, and null functions; name the question it answers and the unit of analysisPredict and trace a tiny example of Conditional, date, string, and null functions before inspecting the resultApply Conditional, date, string, and null functions to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Conditional, date, string, and null functions; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for FIXED, INCLUDE, and EXCLUDE; name the question it answers and the unit of analysisPredict and trace a tiny example of FIXED, INCLUDE, and EXCLUDE before inspecting the resultApply FIXED, INCLUDE, and EXCLUDE to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind FIXED, INCLUDE, and EXCLUDE; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Aggregate/non-aggregate errors; name the question it answers and the unit of analysisPredict and trace a tiny example of Aggregate/non-aggregate errors before inspecting the resultApply Aggregate/non-aggregate errors to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Aggregate/non-aggregate errors; diagnose the visible failure and perform the corrective check

Day 125: Table Calculations

Build the first-principles mental model for Partitioning and addressing; name the question it answers and the unit of analysisPredict and trace a tiny example of Partitioning and addressing before inspecting the resultApply Partitioning and addressing to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Partitioning and addressing; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Running, percent, difference, and moving calculations; name the question it answers and the unit of analysisPredict and trace a tiny example of Running, percent, difference, and moving calculations before inspecting the resultApply Running, percent, difference, and moving calculations to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Running, percent, difference, and moving calculations; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Sparse dates and restart boundaries; name the question it answers and the unit of analysisPredict and trace a tiny example of Sparse dates and restart boundaries before inspecting the resultApply Sparse dates and restart boundaries to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Sparse dates and restart boundaries; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Wrong partitions; name the question it answers and the unit of analysisPredict and trace a tiny example of Wrong partitions before inspecting the resultApply Wrong partitions to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Wrong partitions; diagnose the visible failure and perform the corrective check

Day 126: Dashboard Design & Interaction

Build the first-principles mental model for User, decision, and reading order; name the question it answers and the unit of analysisPredict and trace a tiny example of User, decision, and reading order before inspecting the resultApply User, decision, and reading order to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind User, decision, and reading order; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Containers, sizing, and device layouts; name the question it answers and the unit of analysisPredict and trace a tiny example of Containers, sizing, and device layouts before inspecting the resultApply Containers, sizing, and device layouts to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Containers, sizing, and device layouts; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Filter, highlight, parameter, and set actions; name the question it answers and the unit of analysisPredict and trace a tiny example of Filter, highlight, parameter, and set actions before inspecting the resultApply Filter, highlight, parameter, and set actions to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Filter, highlight, parameter, and set actions; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Action loops and hidden state; name the question it answers and the unit of analysisPredict and trace a tiny example of Action loops and hidden state before inspecting the resultApply Action loops and hidden state to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Action loops and hidden state; diagnose the visible failure and perform the corrective check

Day 127: Accessibility, Performance & Publishing

Build the first-principles mental model for Contrast, redundant encoding, alt text, and keyboard path; name the question it answers and the unit of analysisPredict and trace a tiny example of Contrast, redundant encoding, alt text, and keyboard path before inspecting the resultApply Contrast, redundant encoding, alt text, and keyboard path to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Contrast, redundant encoding, alt text, and keyboard path; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Performance recording and mark count; name the question it answers and the unit of analysisPredict and trace a tiny example of Performance recording and mark count before inspecting the resultApply Performance recording and mark count to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Performance recording and mark count; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Permissions, refreshes, and ownership; name the question it answers and the unit of analysisPredict and trace a tiny example of Permissions, refreshes, and ownership before inspecting the resultApply Permissions, refreshes, and ownership to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Permissions, refreshes, and ownership; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Exposure and stale dashboards; name the question it answers and the unit of analysisPredict and trace a tiny example of Exposure and stale dashboards before inspecting the resultApply Exposure and stale dashboards to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Exposure and stale dashboards; diagnose the visible failure and perform the corrective check

Day 128: Descriptive Time-Series Structure

Build the first-principles mental model for Index, frequency, spacing, and completeness; name the question it answers and the unit of analysisPredict and trace a tiny example of Index, frequency, spacing, and completeness before inspecting the resultApply Index, frequency, spacing, and completeness to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Index, frequency, spacing, and completeness; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Trend, seasonality, cycles, events, and residuals; name the question it answers and the unit of analysisPredict and trace a tiny example of Trend, seasonality, cycles, events, and residuals before inspecting the resultApply Trend, seasonality, cycles, events, and residuals to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Trend, seasonality, cycles, events, and residuals; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Calendar effects; name the question it answers and the unit of analysisPredict and trace a tiny example of Calendar effects before inspecting the resultApply Calendar effects to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Calendar effects; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Smooth-line-as-forecast error; name the question it answers and the unit of analysisPredict and trace a tiny example of Smooth-line-as-forecast error before inspecting the resultApply Smooth-line-as-forecast error to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Smooth-line-as-forecast error; diagnose the visible failure and perform the corrective check

Day 129: Rolling & Seasonal Baselines

Build the first-principles mental model for Rolling mean, median, and variation; name the question it answers and the unit of analysisPredict and trace a tiny example of Rolling mean, median, and variation before inspecting the resultApply Rolling mean, median, and variation to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Rolling mean, median, and variation; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Year-over-year comparisons; name the question it answers and the unit of analysisPredict and trace a tiny example of Year-over-year comparisons before inspecting the resultApply Year-over-year comparisons to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Year-over-year comparisons; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Seasonal indexes and decomposition; name the question it answers and the unit of analysisPredict and trace a tiny example of Seasonal indexes and decomposition before inspecting the resultApply Seasonal indexes and decomposition to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Seasonal indexes and decomposition; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Endpoints and incomplete periods; name the question it answers and the unit of analysisPredict and trace a tiny example of Endpoints and incomplete periods before inspecting the resultApply Endpoints and incomplete periods to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Endpoints and incomplete periods; diagnose the visible failure and perform the corrective check

Day 130: Scenarios & Baseline Limits

Build the first-principles mental model for Last-value and seasonal-naive baselines; name the question it answers and the unit of analysisPredict and trace a tiny example of Last-value and seasonal-naive baselines before inspecting the resultApply Last-value and seasonal-naive baselines to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Last-value and seasonal-naive baselines; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Assumption-driven ranges; name the question it answers and the unit of analysisPredict and trace a tiny example of Assumption-driven ranges before inspecting the resultApply Assumption-driven ranges to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Assumption-driven ranges; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Baseline backtesting; name the question it answers and the unit of analysisPredict and trace a tiny example of Baseline backtesting before inspecting the resultApply Baseline backtesting to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Baseline backtesting; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Structural breaks and extrapolation; name the question it answers and the unit of analysisPredict and trace a tiny example of Structural breaks and extrapolation before inspecting the resultApply Structural breaks and extrapolation to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Structural breaks and extrapolation; diagnose the visible failure and perform the corrective check

Day 131: Metric Trees & Data Contracts

Build the first-principles mental model for Outcome, driver, input, and guardrail trees; name the question it answers and the unit of analysisPredict and trace a tiny example of Outcome, driver, input, and guardrail trees before inspecting the resultApply Outcome, driver, input, and guardrail trees to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Outcome, driver, input, and guardrail trees; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Owner, grain, formula, filter, cadence, and source; name the question it answers and the unit of analysisPredict and trace a tiny example of Owner, grain, formula, filter, cadence, and source before inspecting the resultApply Owner, grain, formula, filter, cadence, and source to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Owner, grain, formula, filter, cadence, and source; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Quality dimensions and reconciliation; name the question it answers and the unit of analysisPredict and trace a tiny example of Quality dimensions and reconciliation before inspecting the resultApply Quality dimensions and reconciliation to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Quality dimensions and reconciliation; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Gaming and conflicting definitions; name the question it answers and the unit of analysisPredict and trace a tiny example of Gaming and conflicting definitions before inspecting the resultApply Gaming and conflicting definitions to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Gaming and conflicting definitions; diagnose the visible failure and perform the corrective check

Day 132: Phase Project — Shelter Command Centre

Build the first-principles mental model for Occupancy, turn-away, supply, shift, and outreach grains; name the question it answers and the unit of analysisPredict and trace a tiny example of Occupancy, turn-away, supply, shift, and outreach grains before inspecting the resultApply Occupancy, turn-away, supply, shift, and outreach grains to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Occupancy, turn-away, supply, shift, and outreach grains; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Governed metrics and quality status; name the question it answers and the unit of analysisPredict and trace a tiny example of Governed metrics and quality status before inspecting the resultApply Governed metrics and quality status to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Governed metrics and quality status; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Accessible Tableau dashboard and scenarios; name the question it answers and the unit of analysisPredict and trace a tiny example of Accessible Tableau dashboard and scenarios before inspecting the resultApply Accessible Tableau dashboard and scenarios to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Accessible Tableau dashboard and scenarios; diagnose the visible failure and perform the corrective check

Build the first-principles mental model for Adjustment memo, refresh runbook, and fallback; name the question it answers and the unit of analysisPredict and trace a tiny example of Adjustment memo, refresh runbook, and fallback before inspecting the resultApply Adjustment memo, refresh runbook, and fallback to a realistic analyst decision while stating assumptions, units, and boundariesBreak one assumption behind Adjustment memo, refresh runbook, and fallback; diagnose the visible failure and perform the corrective check

Deliver Emergency Shelter Operations Command Centre for a regional shelter network coordinator; support the decision: how to adjust beds, supplies, and outreach over the next operating cycle?Reconstruct the critical workflow without the example open and disclose help usedFind and repair a planted data, logic, or communication failure with evidenceRespond to a changed requirement without being told which technique to useState limitations, non-goals, uncertainty, and what evidence would change the recommendation

Capstone

Emergency Shelter Operations Command Centre

Build for a regional shelter network coordinator. The result must support this decision: how to adjust beds, supplies, and outreach over the next operating cycle? Include reproducible inputs, validation evidence, one tested failure, a changed requirement, and an explicit non-goal.

Reproducible source-to-output workflow
Documented quality checks and assumptions
Decision-ready output for a named user
Independent reconstruction and transfer evidence

Phase Complete!

After this phase, you'll be able to:

Tableau Mental Model & Connections
Core Views & Visual Encoding
Filters & Order of Operations
Calculated Fields & LOD
Table Calculations
Dashboard Design & Interaction
Accessibility, Performance & Publishing
Descriptive Time-Series Structure

Independently deliver Emergency Shelter Operations Command Centre, diagnose a planted failure, explain the decision logic, and transfer the workflow to a changed requirement.

Back to all phases

Phase Goal

Day 121: Tableau Mental Model & Connections

Dimensions, measures, discrete, continuous, and marks

Live versus extract freshness

Relationships, joins, unions, and grain

Automatic aggregation traps

Practice, retrieval, and analyst judgment

Day 122: Core Views & Visual Encoding

Rows, columns, marks, and Show Me boundaries

Bars, lines, scatterplots, maps, and text

Sorts, groups, sets, bins, and hierarchies

Over-encoding and misleading axes

Practice, retrieval, and analyst judgment

Day 123: Filters & Order of Operations

Filter levels

Order-of-operations model

Top-N within context

Changed denominators and hidden missingness

Practice, retrieval, and analyst judgment

Day 124: Calculated Fields & LOD

Row versus aggregate calculations

Conditional, date, string, and null functions

FIXED, INCLUDE, and EXCLUDE

Aggregate/non-aggregate errors

Practice, retrieval, and analyst judgment

Day 125: Table Calculations

Partitioning and addressing

Running, percent, difference, and moving calculations

Sparse dates and restart boundaries

Wrong partitions

Practice, retrieval, and analyst judgment

Day 126: Dashboard Design & Interaction

User, decision, and reading order

Containers, sizing, and device layouts

Filter, highlight, parameter, and set actions

Action loops and hidden state

Practice, retrieval, and analyst judgment

Day 127: Accessibility, Performance & Publishing

Contrast, redundant encoding, alt text, and keyboard path

Performance recording and mark count

Permissions, refreshes, and ownership

Exposure and stale dashboards

Practice, retrieval, and analyst judgment

Day 128: Descriptive Time-Series Structure

Index, frequency, spacing, and completeness

Trend, seasonality, cycles, events, and residuals

Calendar effects

Smooth-line-as-forecast error

Practice, retrieval, and analyst judgment

Day 129: Rolling & Seasonal Baselines

Rolling mean, median, and variation

Year-over-year comparisons

Seasonal indexes and decomposition

Endpoints and incomplete periods

Practice, retrieval, and analyst judgment

Day 130: Scenarios & Baseline Limits

Last-value and seasonal-naive baselines

Assumption-driven ranges

Baseline backtesting

Structural breaks and extrapolation

Practice, retrieval, and analyst judgment

Day 131: Metric Trees & Data Contracts

Outcome, driver, input, and guardrail trees

Owner, grain, formula, filter, cadence, and source

Quality dimensions and reconciliation

Gaming and conflicting definitions

Practice, retrieval, and analyst judgment

Day 132: Phase Project — Shelter Command Centre

Occupancy, turn-away, supply, shift, and outreach grains

Governed metrics and quality status

Accessible Tableau dashboard and scenarios

Adjustment memo, refresh runbook, and fallback

Phase gate: independent delivery and transfer

Emergency Shelter Operations Command Centre

Phase Complete!