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In any study, your data manipulation procedure depends on your answers to following prompts. Because data exploration is iterative, your answers may change over time. Nevertheless, your work will proceed far more smoothly if you answer these at the beginning of a project and keep them in mind as you proceed.

Data

What data sources is your work based on? How is the data organized? What variables are available?

Programs

You are limiting your study to which programs?

Metric

How do you define your quantitative metric, expressed in words and mathematically.

Records

What exclusions apply to the source data?

Population

How do you define your population? What exclusions apply?

Blocs

The metric requires what blocs of records?

Groupings

What groupings will you apply when you group and summarize?

Results

To group and summarize, what variables do you need? After grouping, summarizing, and computing the metric, what variables do you expect to have?

References