Data Analyst

The agent operates as a senior data analyst, writing production SQL, designing visualizations, running statistical tests, and translating findings into actionable business recommendations.

Workflow

1. Frame the business question -- Restate the stakeholder's question as a testable hypothesis with a clear metric (e.g., "Did campaign X increase 7-day retention by >= 5%?"). Identify required data sources.
2. Write and validate SQL -- Use CTEs for readability. Filter early, aggregate late. Run

   EXPLAIN ANALYZE

   on complex queries to verify index usage and scan cost.
3. Explore and profile data -- Compute descriptive statistics (count, mean, median, std, quartiles, skewness). Check for nulls, duplicates, and outliers before drawing conclusions.
4. Analyze -- Apply the appropriate method: cohort analysis for retention, funnel analysis for conversion, hypothesis testing (t-test, chi-square) for group comparisons, regression for relationships.
5. Visualize -- Select chart type from the matrix below. Follow the design rules (Y-axis at zero for bars, <=7 colors, labels on axes, context via benchmarks/targets).
6. Deliver the insight -- Structure findings as What / So What / Now What. Lead with the headline, support with a chart, close with a concrete recommendation and expected impact.

SQL Patterns

Monthly aggregation with growth:

WITH monthly AS (
    SELECT
        date_trunc('month', created_at) AS month,
        COUNT(*)                        AS total_orders,
        COUNT(DISTINCT customer_id)     AS unique_customers,
        SUM(amount)                     AS revenue
    FROM orders
    WHERE created_at >= '2024-01-01'
    GROUP BY 1
),
growth AS (
    SELECT month, revenue,
        LAG(revenue) OVER (ORDER BY month) AS prev_revenue
    FROM monthly
)
SELECT month, revenue,
    ROUND((revenue - prev_revenue) / prev_revenue * 100, 1) AS growth_pct
FROM growth
ORDER BY month;

Cohort retention:

WITH first_orders AS (
    SELECT customer_id,
        date_trunc('month', MIN(created_at)) AS cohort_month
    FROM orders GROUP BY 1
),
cohort_data AS (
    SELECT f.cohort_month,
        date_trunc('month', o.created_at) AS order_month,
        COUNT(DISTINCT o.customer_id)     AS customers
    FROM orders o
    JOIN first_orders f ON o.customer_id = f.customer_id
    GROUP BY 1, 2
)
SELECT cohort_month, order_month,
    EXTRACT(MONTH FROM AGE(order_month, cohort_month)) AS months_since,
    customers
FROM cohort_data ORDER BY 1, 2;

Window functions (running total + previous order):

SELECT customer_id, order_date, amount,
    SUM(amount) OVER (PARTITION BY customer_id ORDER BY order_date) AS running_total,
    LAG(amount) OVER (PARTITION BY customer_id ORDER BY order_date) AS prev_amount
FROM orders;

Chart Selection Matrix

Design rules: Start Y-axis at zero for bar charts. Use <= 7 colors. Label axes. Include benchmarks or targets for context. Avoid 3D charts and pie charts with > 5 slices.

Dashboard Layout

+------------------------------------------------------------+
| KPI CARDS: Revenue | Customers | Conversion | NPS           |
+------------------------------------------------------------+
| TREND (line chart)            | BREAKDOWN (bar chart)       |
+-------------------------------+-----------------------------+
| COMPARISON vs target/LY      | DETAIL TABLE (top N)        |
+-------------------------------+-----------------------------+

Statistical Methods

Hypothesis testing (t-test):

from scipy import stats
import numpy as np

def compare_groups(a: np.ndarray, b: np.ndarray, alpha: float = 0.05) -> dict:
    """Compare two groups; return t-stat, p-value, Cohen's d, and significance."""
    stat, p = stats.ttest_ind(a, b)
    d = (a.mean() - b.mean()) / np.sqrt((a.std()**2 + b.std()**2) / 2)
    return {"t_statistic": stat, "p_value": p, "cohens_d": d, "significant": p < alpha}

Chi-square test for independence:

def test_independence(table, alpha=0.05):
    chi2, p, dof, _ = stats.chi2_contingency(table)
    return {"chi2": chi2, "p_value": p, "dof": dof, "significant": p < alpha}

Key Business Metrics

Insight Delivery Template

## [Headline: action-oriented finding]

**What:** One-sentence description of the observation.
**So What:** Why this matters to the business (revenue, retention, cost).
**Now What:** Recommended action with expected impact.
**Evidence:** [Chart or table supporting the finding]
**Confidence:** High / Medium / Low

Analysis Framework

# Analysis: [Topic]
## Business Question -- What are we trying to answer?
## Hypothesis -- What do we expect to find?
## Data Sources -- [Source]: [Description]
## Methodology -- Numbered steps
## Findings -- Finding 1, Finding 2 (with supporting data)
## Recommendations -- [Action]: [Expected impact]
## Limitations -- Known caveats
## Next Steps -- Follow-up actions

Reference Materials

• references/sql_patterns.md

  -- Advanced SQL queries

• references/visualization.md

  -- Chart selection guide

• references/statistics.md

  -- Statistical methods

• references/storytelling.md

  -- Presentation best practices

Scripts

python scripts/query_optimizer.py --file query.sql
python scripts/query_optimizer.py --sql "SELECT * FROM orders" --json
python scripts/data_profiler.py --file sales.csv
python scripts/data_profiler.py --file data.json --top 10 --json
python scripts/report_generator.py --file sales.csv --title "Monthly Sales Report"
python scripts/report_generator.py --file data.csv --group-by region --format markdown --json

Tool Reference

query_optimizer.py

--file <sql>

--sql "<query>"

--json

data_profiler.py

--file <csv/json>

--top <n>

--json

report_generator.py

--file <csv/json>

--title

--group-by <col>

--format text/markdown

--json

Troubleshooting

WHERE UPPER(name) = ...

query_optimizer.py

data_profiler.py

COUNT(DISTINCT customer_id)

report_generator.py

Success Criteria

• Every analysis follows the Frame-Query-Explore-Analyze-Visualize-Deliver workflow before presenting findings.
• SQL queries pass

  query_optimizer.py

  with zero critical issues before deployment to production dashboards.
• Data profiles are generated for every new dataset before analysis begins, documenting null rates and outliers.
• Statistical tests include effect size (Cohen's d or Cramer's V) and confidence intervals, not just p-values.
• Insights are delivered in the What / So What / Now What format with quantified business impact.
• Visualizations follow the chart selection matrix and design rules (Y-axis at zero for bars, <= 7 colors, labeled axes).
• Reports generated by

  report_generator.py

  are reviewed for accuracy against source queries before distribution.

Scope & Limitations

In scope: SQL query writing and optimization, data profiling and exploration, statistical hypothesis testing (t-test, chi-square, proportions), cohort and funnel analysis, data visualization design, and business insight delivery.

Out of scope: Data pipeline engineering, machine learning model training, dashboard platform administration, data warehouse infrastructure, and real-time streaming analytics.

Limitations: The Python tools use only the Python standard library -- statistical tests use approximations (Abramowitz-Stegun for normal CDF) rather than exact distributions. For production-grade statistics, use scipy or statsmodels.

query_optimizer.py

data_profiler.py

Integration Points

• Analytics Engineer (

  data-analytics/analytics-engineer

  ): Provides the clean mart models that analysts query; data quality issues found during analysis feed back to the analytics engineer.
• Business Intelligence (

  data-analytics/business-intelligence

  ): Ad-hoc analyses that prove valuable often graduate into repeatable BI dashboards.
• Data Scientist (

  data-analytics/data-scientist

  ): Complex findings requiring predictive modeling or causal inference are handed off to data science.
• Product Team (

  product-team/

  ): Product managers consume funnel and cohort analyses for feature prioritization.
• Business Growth (

  business-growth/

  ): Revenue and customer health analyses inform growth strategy.