atlanai/analytics-playbook

选用指南

AI 根据 README 整理 · 2026/10/28 18:31:11

适用场景

适用于需要构建或改进数据分析代理，特别是在面对复杂、多表关联查询和隐含业务规则时，希望提升查询准确率的团队。

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<a href="https://github.com/atlanai/analytics-playbook/actions/workflows/pages.yml"><img alt="Build" src="https://github.com/atlanai/analytics-playbook/actions/workflows/pages.yml/badge.svg"></a> <img alt="Plan" src="assets/badge-plan.svg"> <img alt="Evidence" src="assets/badge-evidence.svg"> </p> --- Analytics agents pass the demo and fail on the tenth real question. The wrong answers look right, so nobody notices until a number reaches a board deck.

This playbook shows how to fix that. It covers what the agent has to know, how to build that knowledge and measure it, and who does what, phase by phase, until your team runs the loop on its own. It is written for whoever does the work: your own team, a partner, or a forward-deployed engineer. Prefer listening? [Choose a podcast for your role](https://analytics-playbook.atlan.com/#listen), 9–20 minutes each. Audio plays while you read; transcripts are available for every episode. ## The problem in one query

目标用户

明确写给三类读者：项目发起人（如CDAO、VP）、构建者（如代理构建者、分析工程师）和项目运行者（如交付负责人、顾问）。

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| **Sponsoring it**: CDAO, VP Data or AI, exec sponsor | [The method at a glance](chapters/00-method.md), [Why analytics agents are hard](chapters/01-why-hard.md) and [Evals first](chapters/02a-evals-first.md). About 20 minutes, or the three-minute [overview video](https://analytics-playbook.atlan.com/#videos) | [The sponsor's ask](https://analytics-playbook.atlan.com/#c2) · [What the sponsor sees at each gate](https://analytics-playbook.atlan.com/#c10) · [Is it ready to launch?](https://analytics-playbook.atlan.com/#c12) |

| **Building it**: agent builder, context engineer, analytics engineer | [Evals first](chapters/02a-evals-first.md) → [The metric is the unit](chapters/02b-metric-unit.md) → [Serve per question](chapters/02c-serve-per-question.md) → [Phase 0](chapters/03-phase-0.md) → [Phases 1-4](chapters/04-week-1.md) → [Keep it running](chapters/08-after-launch.md) | [What you need before you start](https://analytics-playbook.atlan.com/#c11) · [Why did this miss?](https://analytics-playbook.atlan.com/#c6) · [How to resolve a conflict](https://analytics-playbook.atlan.com/#c5) |

| **Running it**: delivery lead, partner consultant, internal program lead | [The method at a glance](chapters/00-method.md) → [Phase 0](chapters/03-phase-0.md) → Phases 1-4 → the ceremonies and stalls in [Keep it running](chapters/08-after-launch.md) | [What you need before you start](https://analytics-playbook.atlan.com/#c11) · [The eval owner's week](https://analytics-playbook.atlan.com/#c3) · [What to do when](https://analytics-playbook.atlan.com/#c9) · [Deliver as a partner](https://analytics-playbook.atlan.com/#c14) |

使用方式

可以阅读在线发布的指南、观看视频或收听播客，也可以在GitHub上阅读每个章节的Markdown文件。

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- **Read online:** the [published guide](https://analytics-playbook.atlan.com/), with diagrams, printable cards and checklists that remember your progress. - **Listen or watch:** [three podcasts](https://analytics-playbook.atlan.com/#listen), about 44 minutes in all, and [ten narrated videos](https://analytics-playbook.atlan.com/#videos), about 31 minutes. The files are in [`media/`](media/). - **Read on GitHub:** every chapter is plain Markdown in [`chapters/`](chapters/). ## Contribute

已知限制

指南中的章节示例是合成的，用于展示方法，其中的数字是示例而非实际测量结果。

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| **Reference** | [Failure modes](chapters/r1-failure-modes.md) · [Glossary](chapters/r4-glossary.md) · [Tooling](chapters/r5-tooling.md) · [Semantic layers compared](chapters/r7-semantic-layers.md) | A failure index you look up by symptom, the vocabulary, sources, how to contribute, and one model in six semantic-layer syntaxes | The chapters follow one engagement, a sales domain, from the Phase 0 checklist to the domain-two plan, in boxes marked **In practice**. It is a composite built to show the method, so its counts are examples, not measurements. ## Use it