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KemetraKemetra/Seshat-BI/skills/bi-analyst-knowledge/SKILL.md

bi-analyst-knowledge

Skill2 starsChanged 4 months agoApache-2.0View on GitHub

Analyst-judgment layer for Seshat BI Stage-6 design. Use when turning approved metric contracts + a committed source-profile into a decision-driven report: deriving ranked decision-questions, choosing an analytical framing (trend/anomaly, period variance, contribution & mix-shift, concentration/Pareto, rate decomposition, segment behavior, benchmark/threshold, signal-vs-noise statistical guardrails), and ordering pages into a story (overview, what changed, why/where, action), building grounded diagnostic question trees, reviewing narrative drift, and defining action/review-cadence handoffs BEFORE layout. It teaches HOW to frame approved numbers, never WHAT a metric means. A thinking layer, not a layout engine, chart renderer, metric definer, or owner assigner.

The file

We split this skill into the rules it gives an agent

3 rules. About 0 are common, 1 is distinctive, and 2 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈1

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 2

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Very specific:

    Not metric definition (contracts + domain packs own meaning).

    line 56
  2. Very specific:

    When approved metrics and readiness permit governed derived evidence, route to statistical-evidence-workflow.md and the seshat analyze …

    line 60
  3. Distinctive:

    Generality: Every card and route is domain-neutral in substance.

    line 90

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

BI Analyst Knowledge (Seshat BI)

The judgment layer that turns a structurally-correct report into an ANALYSIS. It sits between semantic-model readiness (F010) and dashboard layout (F011): given approved contracts and a profiled source, it produces the decision-questions, framings, and story order a good analyst would -- so a page answers a decision instead of merely displaying a number.

This file is short by design. It does not contain the knowledge base. Do not read every file. Follow the flow.

Mandatory flow (do not skip a step)

this SKILL.md  ->  INDEX.md  ->  ONLY the route(s) named  ->  narrative brief / [GAP] / handoff
  1. Open INDEX.md first. It routes by task and by symptom.
  2. Read only what the route names -- the derivation route, one or two framing cards, the story-order rule, or statistical-evidence-workflow.md when the question needs governed numerical evidence. Reading the whole pack is an anti-pattern.
  3. Ground in the two committed inputs only -- approved metric contracts and the committed source-profile. A question that reaches past them is a [GAP], not a question.
  4. End on an artifact: a committed narrative brief conforming to derivation-route.md's frozen schema, a [GAP] entry, or a framing handoff to dashboard-design. Never end on prose alone.

What this skill is for

Deriving ranked decision-questions from approved contracts + profile; choosing the analytical framing per question; attaching statistical guardrails (control bands, seasonality-aware comparison, minimum-sample caveats, correlation caution); ordering questions into a story; and recording unanswerable owner questions as honest [GAP]s. It also diagnoses headline changes, reviews contract/profile revision impact on an existing brief, and structures a supplied owner/cadence handoff. Its output is the narrative brief and review evidence dashboard-design needs before layout.

What this skill is NOT for

Not metric definition (contracts + domain packs own meaning); not layout, pixel geometry, or chart rendering (that is powerbi-workflows / dashboard-design); not an autonomous ML, causal-inference, or deployment system; not a publisher; not a database executor. Knowledge cards never compute statistics themselves. When approved metrics and readiness permit governed derived evidence, route to statistical-evidence-workflow.md and the seshat analyze Product Module, then stop for named-human review. It frames approved numbers; it never invents one.

Routing boundaries (pick the right skill first)

The task is about...Route to
What a metric MEANS / defining a contractretail-kpi-knowledge (+ metric contracts)
HOW to frame approved metrics into an analysis / decision-questions / storybi-analyst-knowledge (this skill)
Governed descriptive, inferential, anomaly, change-point, regression, or forecast evidencestatistical-evidence-workflow.md -> seshat analyze
Layout, visuals, pages, themes, PBIR authoringpowerbi-workflows / dashboard-design
SQL grain / DAX measuresbi-sql-knowledge / bi-dax-knowledge

Where it sits:

... -> [semantic-model readiness: approved contracts + governed model]
    -> [bi-analyst-knowledge: decision-questions -> framings -> story -> narrative brief]
    -> [dashboard-design: layout FROM the brief; three-way map visual->contract->question]

Stop rules

  • No metric meaning here. Unclear definition -> route to the contract/domain pack; never define inline.
  • No invented numbers. Bands, trailing averages, shares, cumulative %s are LABELED display derivations of approved measures -- never new metrics.
  • Unanswerable question -> [GAP]. Question + missing source fact + unlocking feed, then stop. Never a fabricated visual.
  • Generality. Every card and route is domain-neutral in substance; domain flavor enters only via domain packs and the client's own contracts/profile. A domain noun may appear as a parenthetical, non-exclusive illustration in a card, never as a baked-in assumption; sustained walkthroughs live in the worked examples.
  • No self-granted pass. A brief or a clean check is evidence for the named human design review, never an approval.
  • No owner invention. Action handoffs use an already named owner role. If none exists, record an owner [GAP] and stop.

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