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− | ==Barriers to effective analysis== | + | ==Barriers to effective analysis 有效分析的障碍== |
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| Barriers to effective analysis may exist among the analysts performing the data analysis or among the audience. Distinguishing fact from opinion, cognitive biases, and innumeracy are all challenges to sound data analysis. | | Barriers to effective analysis may exist among the analysts performing the data analysis or among the audience. Distinguishing fact from opinion, cognitive biases, and innumeracy are all challenges to sound data analysis. |
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| Barriers to effective analysis may exist among the analysts performing the data analysis or among the audience. Distinguishing fact from opinion, cognitive biases, and innumeracy are all challenges to sound data analysis. | | Barriers to effective analysis may exist among the analysts performing the data analysis or among the audience. Distinguishing fact from opinion, cognitive biases, and innumeracy are all challenges to sound data analysis. |
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− | 进行数据分析的分析人员之间或受众之间可能存在有效分析的障碍。区分事实与观点、认知偏见和数学盲都是对完善数据分析的挑战。
| + | 数据的分析人员之间或分析结果的受众之间可能存在有效分析的障碍。区分'''<font color='#ff8000'>事实fact</font>'''与'''<font color='#ff8000'>观点opinion</font>''' 、'''<font color='#ff8000'>认知偏差cognitive biases</font>''' 和'''<font color='#ff8000'>数学盲innumeracy</font>'''都是对一个好的数据分析的挑战。 |
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− | ===Confusing fact and opinion=== | + | ===Confusing fact and opinion 混淆事实和观点=== |
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| {{quote box|quote=You are entitled to your own opinion, but you are not entitled to your own facts.|source=[[Daniel Patrick Moynihan]]|width = 250px}} | | {{quote box|quote=You are entitled to your own opinion, but you are not entitled to your own facts.|source=[[Daniel Patrick Moynihan]]|width = 250px}} |
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| Effective analysis requires obtaining relevant facts to answer questions, support a conclusion or formal opinion, or test hypotheses. Facts by definition are irrefutable, meaning that any person involved in the analysis should be able to agree upon them. For example, in August 2010, the Congressional Budget Office (CBO) estimated that extending the Bush tax cuts of 2001 and 2003 for the 2011–2020 time period would add approximately $3.3 trillion to the national debt. Everyone should be able to agree that indeed this is what CBO reported; they can all examine the report. This makes it a fact. Whether persons agree or disagree with the CBO is their own opinion. | | Effective analysis requires obtaining relevant facts to answer questions, support a conclusion or formal opinion, or test hypotheses. Facts by definition are irrefutable, meaning that any person involved in the analysis should be able to agree upon them. For example, in August 2010, the Congressional Budget Office (CBO) estimated that extending the Bush tax cuts of 2001 and 2003 for the 2011–2020 time period would add approximately $3.3 trillion to the national debt. Everyone should be able to agree that indeed this is what CBO reported; they can all examine the report. This makes it a fact. Whether persons agree or disagree with the CBO is their own opinion. |
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− | 有效的分析需要获得相关的事实来回答问题,支持结论或正式的意见,或者检验假设。事实的定义是不可辩驳的,这意味着任何参与分析的人都应该能够同意它们。例如,2010年8月,国会预算办公室(CBO)估计,延长布什2001年和2003年的2011-2020年减税政策将使国家债务增加约3.3万亿美元。每个人都应该能够同意,这确实是国会预算办公室报告的; 他们都可以检查报告。这使它成为一个事实。人们是否同意国会预算办公室是他们自己的观点。
| + | 有效的分析需要获得相关的事实来回答问题、支持结论、支持正式的观点,或者检验假设。事实的定义是不可辩驳的,这意味着任何参与分析的人都应该能够同意它们。例如,2010年8月,'''<font color='#ff8000'>美国国会预算办公室Congressional Budget Office(CBO)</font>'''估计,延长布什2001年和2003年的2011-2020年减税政策将使国家债务增加约3.3万亿美元。每个人都应该能够同意这确实是国会预算办公室报告的;他们都可以检查报告。这使该报告的内容成为一个事实。人们可以选择自己观点:是否同意国会预算办公室的报告。 |
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| As another example, the auditor of a public company must arrive at a formal opinion on whether financial statements of publicly traded corporations are "fairly stated, in all material respects." This requires extensive analysis of factual data and evidence to support their opinion. When making the leap from facts to opinions, there is always the possibility that the opinion is erroneous. | | As another example, the auditor of a public company must arrive at a formal opinion on whether financial statements of publicly traded corporations are "fairly stated, in all material respects." This requires extensive analysis of factual data and evidence to support their opinion. When making the leap from facts to opinions, there is always the possibility that the opinion is erroneous. |
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− | 另一个例子是,上市公司的审计师必须就上市公司的财务报表是否”在所有重大方面得到公允陈述”达成正式意见这需要对事实数据和证据进行广泛的分析,以支持他们的观点。在从事实到观点的飞跃中,总是存在着观点错误的可能性。
| + | 另一个例子是,上市公司的审计师必须就上市公司的财务报表是否“在所有重大方面得到公允陈述”达成正式意见,这需要对事实数据和证据进行广泛的分析,以支持他们的观点。在从事实到观点的飞跃中,总是存在着观点错误的可能性。 |
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− | ===Cognitive biases=== | + | ===Cognitive biases 认知偏差=== |
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| There are a variety of [[cognitive bias]]es that can adversely affect analysis. For example, [[confirmation bias]] is the tendency to search for or interpret information in a way that confirms one's preconceptions. In addition, individuals may discredit information that does not support their views. | | There are a variety of [[cognitive bias]]es that can adversely affect analysis. For example, [[confirmation bias]] is the tendency to search for or interpret information in a way that confirms one's preconceptions. In addition, individuals may discredit information that does not support their views. |
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| There are a variety of cognitive biases that can adversely affect analysis. For example, confirmation bias is the tendency to search for or interpret information in a way that confirms one's preconceptions. In addition, individuals may discredit information that does not support their views. | | There are a variety of cognitive biases that can adversely affect analysis. For example, confirmation bias is the tendency to search for or interpret information in a way that confirms one's preconceptions. In addition, individuals may discredit information that does not support their views. |
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− | 有各种各样的认知偏差会对分析产生不利影响。例如,确认性偏见是指人们倾向于以确认自己先入之见的方式来寻找或解释信息。此外,个人可能会怀疑那些不支持他们观点的信息。
| + | 各种各样的'''<font color = '#ff8000'>认知偏差cognitive biases</font>'''会对分析产生不利影响。例如,'''<font color = '#ff8000'>证实偏见confirmation bias</font>'''是指人们倾向于以确认自己先入之见的方式来寻找或解释信息。此外,个人可能会怀疑那些不支持他们观点的信息。 |
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| Analysts may be trained specifically to be aware of these biases and how to overcome them. In his book Psychology of Intelligence Analysis, retired CIA analyst Richards Heuer wrote that analysts should clearly delineate their assumptions and chains of inference and specify the degree and source of the uncertainty involved in the conclusions. He emphasized procedures to help surface and debate alternative points of view. | | Analysts may be trained specifically to be aware of these biases and how to overcome them. In his book Psychology of Intelligence Analysis, retired CIA analyst Richards Heuer wrote that analysts should clearly delineate their assumptions and chains of inference and specify the degree and source of the uncertainty involved in the conclusions. He emphasized procedures to help surface and debate alternative points of view. |
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− | 分析师可能会接受专门培训,以了解这些偏见以及如何克服这些偏见。退休的中央情报局分析师理查德 · 霍伊尔在他的《情报分析心理学》一书中写道,分析师应该清楚地描述他们的假设和推断链,明确结论中包含的不确定性的程度和来源。他强调有助于提出和辩论不同观点的程序。
| + | 分析师可能会接受专门培训,以了解和克服这些偏见。退休的美国中情局分析师Richards Heuer在他的《'''<font color = '#ff8000'>情报分析心理学Psychology of Intelligence Analysis</font>'''》一书中写道,分析师应该清楚地描述他们的预设和推断链,明确结论中包含的不确定性的程度和来源。他强调有助于提出和辩论不同观点的程序。 |
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− | ===Innumeracy=== | + | ===Innumeracy 数学盲=== |
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| Effective analysts are generally adept with a variety of numerical techniques. However, audiences may not have such literacy with numbers or [[numeracy]]; they are said to be innumerate. Persons communicating the data may also be attempting to mislead or misinform, deliberately using bad numerical techniques.<ref>[http://www.bloombergview.com/articles/2014-10-28/bad-math-that-passes-for-insight Bloomberg-Barry Ritholz-Bad Math that Passes for Insight-October 28, 2014]</ref> | | Effective analysts are generally adept with a variety of numerical techniques. However, audiences may not have such literacy with numbers or [[numeracy]]; they are said to be innumerate. Persons communicating the data may also be attempting to mislead or misinform, deliberately using bad numerical techniques.<ref>[http://www.bloombergview.com/articles/2014-10-28/bad-math-that-passes-for-insight Bloomberg-Barry Ritholz-Bad Math that Passes for Insight-October 28, 2014]</ref> |
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| Effective analysts are generally adept with a variety of numerical techniques. However, audiences may not have such literacy with numbers or numeracy; they are said to be innumerate. Persons communicating the data may also be attempting to mislead or misinform, deliberately using bad numerical techniques. | | Effective analysts are generally adept with a variety of numerical techniques. However, audiences may not have such literacy with numbers or numeracy; they are said to be innumerate. Persons communicating the data may also be attempting to mislead or misinform, deliberately using bad numerical techniques. |
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− | 高效的分析师通常善于使用各种数值技巧。然而,观众可能没有数字和算术这样的读写能力; 他们被认为是不识数的。传递数据的人也可能试图误导或误导,故意使用糟糕的数字技术。
| + | 高效的分析师通常善于使用各种数字的技术。然而,受众可能没有这样的数字和算术读写能力;他们被认为是'''<font color='#ff8000'>数学盲Innumeracy</font>'''。传递数据的人也可能试图'''<font color='#ff8000'>误导mislead</font>'''或'''<font color='#ff8000'>误报misinform</font>''',故意使用糟糕的数字技术。 |
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| For example, whether a number is rising or falling may not be the key factor. More important may be the number relative to another number, such as the size of government revenue or spending relative to the size of the economy (GDP) or the amount of cost relative to revenue in corporate financial statements. This numerical technique is referred to as normalization or common-sizing. There are many such techniques employed by analysts, whether adjusting for inflation (i.e., comparing real vs. nominal data) or considering population increases, demographics, etc. Analysts apply a variety of techniques to address the various quantitative messages described in the section above. | | For example, whether a number is rising or falling may not be the key factor. More important may be the number relative to another number, such as the size of government revenue or spending relative to the size of the economy (GDP) or the amount of cost relative to revenue in corporate financial statements. This numerical technique is referred to as normalization or common-sizing. There are many such techniques employed by analysts, whether adjusting for inflation (i.e., comparing real vs. nominal data) or considering population increases, demographics, etc. Analysts apply a variety of techniques to address the various quantitative messages described in the section above. |
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− | 例如,一个数字是上升还是下降可能不是关键因素。更重要的可能是相对于另一个数字的数字,例如相对于经济规模(国内生产总值)的政府收入或支出规模,或者相对于公司财务报表中的收入的成本金额。这种数值技术称为归一化或通用尺寸。分析师们使用了许多这样的技术,无论是对通货膨胀进行调整(比如,比较实际数据与名义数据) ,还是考虑人口增长、人口统计等等。分析人员应用各种技术来处理上面一节中描述的各种定量信息。
| + | 例如,一个数是上升还是下降可能不是关键因素。更重要的可能是相对于另一个数的数,例如相对于经济规模(国内生产总值)的政府收入或支出,或者公司财务报表中相对于收入的成本金额。这种数的技术称为'''<font color='#ff8000'>归一化normalization</font>'''或'''<font color='#ff8000'>共同比common-sizing</font>'''。分析师们使用了许多这样的技术,无论是对通货膨胀进行调整(如,比较实际数据与名义上的数据) ,还是考虑人口增长、人口统计学信息等。分析人员应用各种技术来处理上面一节中描述的各种定量信息。 |
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| Analysts may also analyze data under different assumptions or scenarios. For example, when analysts perform financial statement analysis, they will often recast the financial statements under different assumptions to help arrive at an estimate of future cash flow, which they then discount to present value based on some interest rate, to determine the valuation of the company or its stock. Similarly, the CBO analyzes the effects of various policy options on the government's revenue, outlays and deficits, creating alternative future scenarios for key measures. | | Analysts may also analyze data under different assumptions or scenarios. For example, when analysts perform financial statement analysis, they will often recast the financial statements under different assumptions to help arrive at an estimate of future cash flow, which they then discount to present value based on some interest rate, to determine the valuation of the company or its stock. Similarly, the CBO analyzes the effects of various policy options on the government's revenue, outlays and deficits, creating alternative future scenarios for key measures. |
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− | 分析师也可能在不同的假设或情景下分析数据。例如,当分析师进行财务报表分析时,他们通常会根据不同的假设重新编制财务报表,以帮助得出对未来现金流量的估计,然后根据一定的利率贴现现值,以确定公司或其股票的估值。同样,国会预算办公室分析了各种政策选择对政府收入、支出和赤字的影响,为关键措施创造了可供选择的未来情景。
| + | 分析师也可能在不同的假设或情景下分析数据。例如,当分析师进行财务报表分析时,他们通常会根据不同的假设重新编制财务报表,以得出对未来现金流的估计,然后根据一定的利率贴现到现在的价值,以确定公司或其股票的估价。同样,国会预算办公室分析了各种政策选择对政府收入、支出和赤字的影响,为关键措施创造了可供选择的未来情景。 |
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| ==Other topics== | | ==Other topics== |