INFORMS（国际运筹学和管理科学协会）专业数据分析认证

引用自Certified Analytics Professional

业务理解（Business Problem Framing）
如何理解业务需求和问题，确定数据分析的目标和方向。数据（Data）
数据收集、清理、转换和準备。
数据质量评估和改进。探索性数据分析（Exploratory Data Analysis）
基本的统计概念和技巧。
可视化工具和技术。
变数之间的相关性分析。模型建立（Model Building）
机器学习和统计建模技术。
模型评估和选择。模型部署和评估（Model Deployment and Lifecycle Management）
如何将模型应用于实际业务场景中。
模型的维护、更新和改进。商业洞察（Communicating Results）
如何有效地向非技术人员解释数据分析结果。
如何制作报告和演示。伦理和专业行为（Ethics and Professionalism）
数据隐私和安全的相关问题。
遵守行业规範和伦理準则。领导和策略（Leadership and Strategy）
如何在团队中引领数据分析项目。
数据分析在业务策略中的应用。专业实践（Professional Practice）
预备和参与CAP考试的相关实践和準备。

CHAPTER 1: INTRODUCTION TO THE CAP® PROGRAM.......................................................... 7
About the Professional Job Task Analysis.............................................................................................. 9
The Five E’s............................................................................................................................................... 14

CHAPTER 2: DOMAIN I – BUSINESS PROBLEM FRAMING.................................................... 17
What will you learn in this chapter?........................................................................................................ 17
Learning Objectives................................................................................................................................. 17
Key Concepts/Fundamentals.................................................................................................................. 17
Objective 1. Receive and refine the business problem................................................................... 17
Objective 2. Identify stakeholders..................................................................................................... 18
Objective 3. Determine whether the problem is amenable to an analytics solution.................... 19
Objective 4. Refine problem statement and delineate constraints................................................ 19
Objective 5. Define an initial set of business benefits..................................................................... 20
Objective 6. Obtain stakeholder agreement on the problem statement...................................... 20
Summary................................................................................................................................................... 20
Further reading......................................................................................................................................... 21

CHAPTER 3: DOMAIN II – ANALYTICS PROBLEM FRAMING.............................................. 23
What will you learn in this chapter?........................................................................................................ 23
Learning Objectives................................................................................................................................. 23
Key Concepts/Fundamentals.................................................................................................................. 23
Objective 1. Reformulating the business problem statement as an analytics problem............... 23
Objective 2. Develop a proposed set of drivers and relationships to outputs............................. 25
Objective 3. State the set of assumptions related to the problem................................................ 26
Objective 4. Define the key metrics of success................................................................................ 27
Objective 5. Obtain stakeholder agreement.................................................................................... 27
Summary of key terms........................................................................................................................ 28
Summary................................................................................................................................................... 28
Further reading......................................................................................................................................... 28
CHAPTER 4: DOMAIN III – DATA..................................................................................................... 31
What will you learn in this chapter?........................................................................................................ 31
Learning Objectives................................................................................................................................. 31
Key Concepts/Fundamentals.................................................................................................................. 31
Objective 1. Identify and prioritize data needs and resources....................................................... 31
Objective 2. Identify means of data collection and acquisition...................................................... 33
Objective 3. Determine how and why to harmonize, rescale, clean and share data.................... 41
Objective 4. Identify ways of discovering relationships in the data............................................... 46
Objective 5. Determine the documentation and reporting of findings......................................... 49
Objective 6. Use data analysis results to refine business and analytics problem statements...... 49
Summary................................................................................................................................................... 49
Further Reading....................................................................................................................................... 50
CHAPTER 5: DOMAIN IV – METHODOLOGY (APPROACH) SELECTION........................ 51
What will you learn in this chapter?...................................................................................................... 51
Learning Objectives.............................................................................................................................. 51
Objective 1. Identify available problem solving approaches....................................................... 51
Objective 2. Select software tools..................................................................................................... 54
Objective 3. Model testing approaches*.......................................................................................... 59
Objective 4. Select approaches*....................................................................................................... 60
Summary................................................................................................................................................... 60
Further Reading....................................................................................................................................... 60

CHAPTER 6: DOMAIN V – MODEL BUILDING ........................................................................ 61
What will you learn in this chapter?..................................................................................................... 61
Learning Objectives............................................................................................................................... 61
Objective 1. Identify model structures............................................................................................ 61
Objective 2. Evaluate and calibrate models and data..................................................................... 63
Objective 3. Calibrate models and data*......................................................................................... 64
Objective 4. Integrate the models*................................................................................................... 65
Summary................................................................................................................................................... 65
Further Reading....................................................................................................................................... 65

CHAPTER 7: DOMAIN VI – SOLUTION DEPLOYMENT.......................................................... 67
What will you learn in this chapter?...................................................................................................... 67
Learning Objectives............................................................................................................................. 67
Objective 1. Perform business validation of the model.................................................................. 68
Objective 2. Deliver report with the findings................................................................................... 68
Objective 3. Create model, usability, and system requirements for production........................... 68
Objective 5. Support Deployment.................................................................................................... 69
Summary................................................................................................................................................... 70