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Excella Data Scientist Interview Questions & Guide 2026

Causal inference drills for Excella data scientist prep: diff-in-diff, matching, instruments, and the limits of observed data.

The 60-second brief

As a Data Scientist at Excella, you play a pivotal role in transforming data into actionable insights that drive decision-making and innovation across various sectors. This position is vital for enhancing Excella’s product offerings and ensuring that clients receive data-driven solutions tailored to their unique challenges. You will work on complex datasets, develop predictive models, and apply advanced analytics techniques to solve real-world problems, thereby impacting both users and the overall business strategy.

The boundary with engineering varies enough to be worth asking about directly. Some seats end at the analysis and the writeup; others carry feature pipelines, scheduling and alerting, which decides whether production data plumbing belongs in your prep at all.

Focus areas

  • Size an experiment before anyone launches it
  • Define numerator, denominator and window precisely
  • Decompose a metric move by segment and mix

Overview

The work of a Data Scientist at Excella involves collaborating closely with cross-functional teams, including engineering, product management, and client stakeholders, to design and implement data solutions that are scalable and sustainable. You’ll tackle high-stakes projects, such as optimizing algorithms for operational efficiency or developing machine learning models that enhance user experience. This role is not only crucial for Excella's growth but also presents an exciting opportunity for you to influence significant projects and contribute to the company’s mission of delivering exceptional data solutions.

The Excella interview process

Excella candidates report 2 rounds · ≈ 2-4 weeks. The stages below are what candidates describe, not a published process.

Recruiter Screening Call

A screening call is a matching exercise run by someone who will not evaluate your statistics. They are checking that the work described on your resume is work you personally did, and that its scope matches the level the role is written for. Logistics get settled in the same half hour so nobody spends an interviewer's afternoon on a mismatch. The answer that fails is the one narrated in the plural. If every sentence is 'we built' and 'the team decided', there is nothing specific to write down about you. Name the piece that was yours, the decision you made inside it, and what changed after.

What to demonstrate

  • Whether the ownership implied by your resume survives one round of follow-up about who actually did which part
  • Whether your described scope (data size, stakeholders, what shipped) matches the seniority the role is written at
  • Whether timeline, location and compensation expectations make the rest of the loop worth scheduling

How to prepare

  • Rewrite your top three resume bullets in the first person singular, each with the decision you made and what moved afterwards, then say them out loud once so the 'we' does not return under pressure
  • Attach one number to each project: the baseline, the change, and the window it was measured over. Where impact was never measured, say that plainly rather than inventing a figure
  • Settle your compensation range before the call and give it as a range with a reason behind it, such as current total comp or a competing timeline, instead of deflecting the question twice

Onsite Interviews

Where a loop ends with a senior leader, that conversation is rarely another skills test. The technical signal already exists by then, so the questions tend to open up: what you would look at first, where a metric you have heard about could mislead, what you would push back on. The decision being made is scope, which in practice means level and how much you would be trusted to own unsupervised. Treating it as a formality is the usual mistake. An open question late in the day is still being scored, and a vague answer reads as someone who has not run anything themselves.

What to demonstrate

  • Whether your view of the business has anything specific behind it, given that you are working only from what is public and are expected to say so
  • Whether the scope of work you describe owning matches the scope of the role, instead of sitting a level below it
  • Whether you can disagree with something concrete and stay useful about it, rather than agreeing with everything said in the room
  • Whether your questions are ones only this person could answer, as opposed to ones the recruiter already covered

How to prepare

  • Build one view you could defend for two minutes using only public information: what the funnel probably looks like, which metric likely drives decisions, and where that metric could mislead. Being wrong for a stated reason survives this round; having no view does not
  • Write down the largest piece of work you have owned from question to decision, who else touched it, and what you decided alone, then check that it reads at the level you are interviewing for
  • Prepare one thing you would want changed if you joined and phrase it as a question rather than a verdict, so it opens a conversation instead of closing one

Where candidates lose points

Watching an experiment daily and stopping when it crosses significance

A fixed-sample test controls type I error at one pre-declared look. Checking repeatedly and stopping at the first p < 0.05 inflates the false positive rate to roughly 0.15 to 0.20 for ten looks, and it rises further with more frequent checks, because the p-value takes a random walk that will eventually dip below the threshold under the null. The usual defences are a fixed horizon declared before launch, group-sequential boundaries such as O'Brien-Fleming that spend alpha across a planned number of looks, or always-valid confidence sequences that are correct under continuous monitoring. Compounding it, the effect size reported conditional on having crossed the threshold is biased away from zero, and the bias is larger the lower the power was, so an underpowered test that 'won' typically overstates the lift it found.

Counting on an identity key that changes underneath the metric

visitor_id is per browser and per device, and it resets on cookie clearance, private browsing and platform privacy changes, so the distinct-visitor count drifts upward for reasons unrelated to reach. Any rate with visitors in the denominator therefore decays over time even when behaviour is constant, and any rate with visitors in the numerator inflates. The stitching at signup makes it worse in both directions: a user who signed up on mobile and returns on desktop is two visitors and one user, while a shared device is one visitor and several users. Decide which key each metric is counted on, write it into the definition, and when comparing a period before and after a platform privacy change, expect a level shift in every visitor-keyed metric and do not attribute it to the product.

Dropping rows with missing values without naming the mechanism

Say whether the values are missing at random, missing by a known process, or missing in a way that depends on the outcome, and handle them accordingly. Deleting incomplete rows silently redefines the population whenever missingness correlates with what you are measuring.

Reading a dozen metrics with no multiplicity control

Nominate one primary metric before launch and treat the rest as guardrails or exploratory, with Bonferroni or Benjamini-Hochberg applied when you intend to make claims from them. Twenty independent tests at 0.05 under the null produce at least one false positive about 64 percent of the time.

Questions & practice

Explain the bias-variance trade-off.

Medium · statistics and probability

Approach

  1. Write down the assumption the method needs before you use the method.
  2. Translate the result into the decision it informs, in one plain sentence.
  3. Sanity-check the answer against a simple bound or a simulated case.

Follow-up

  • How would you explain this result to someone who does not know statistics?
  • Which assumption here is most likely to be violated in practice?

Write a function to calculate the Pearson correlation coefficient.

Medium · statistics and probability

Approach

  1. Translate the result into the decision it informs, in one plain sentence.
  2. Sanity-check the answer against a simple bound or a simulated case.
  3. Quantify uncertainty explicitly rather than reporting a point estimate alone.

Follow-up

  • What sample size would you need to detect an effect half this size?
  • How would you explain this result to someone who does not know statistics?

Describe your process for feature selection in a model.

Medium · machine learning and modelling

Approach

  1. Pick an evaluation metric that matches the cost of each error type, not a default.
  2. Frame the prediction: the label, the moment of prediction, and the action it triggers.
  3. Say how the offline result would be validated online before it is trusted.

Follow-up

  • Where could label leakage enter this setup?
  • What would you monitor after launch to know the model is still valid?

Cluster bootstrap for a per-session rate randomised on users

Hard · cluster bootstrap · randomisation unit · variance

An experiment randomised on user_id reports a per-session conversion rate, so sessions inside a user are correlated. Input: one row per session with user_id, variant in {control, treatment} and converted in {0,1}. Write a cluster bootstrap from scratch: resample users with replacement within each arm, keep every session of a drawn user, recompute each arm's ratio of converted sessions to sessions, and take the difference. Return the point estimate, a 95 percent percentile interval from at least 2,000 resamples, the naive session-level interval that ignores clustering, and the ratio of their widths.

Approach

  1. Name the estimand precisely: it is a ratio of sums, sum(converted) over sum(sessions) within an arm, not the mean of per-user rates. Those differ whenever session counts vary across users, and the ratio is what the reported metric is.
  2. Resample the cluster, not the row. Draw n_users user ids with replacement inside each arm and take every session belonging to each draw, including duplicate draws of the same user. Keeping the user count fixed per arm rather than the session count is what preserves the sampling design.
  3. Precompute per-user (converted_sum, session_count) once, so each resample is two vector lookups and a division rather than a repeated filter over the session frame. That turns 2,000 resamples from minutes into under a second.
  4. Take the 2.5th and 97.5th percentiles of the 2,000 differences for the interval, and report the point estimate from the full data rather than from the bootstrap mean, since the bootstrap mean carries the resampling bias.
  5. Compute the naive interval from the session-level binomial standard error and compare widths. The expected inflation is roughly sqrt(1 + (m-1)*rho), with m the mean sessions per user and rho the intraclass correlation of converted within users, so a computed ratio far from that value points at a bug in one of the two intervals.

Worked solution (35 min)

  1. per_user = df.groupby(['variant','user_id'])['converted'].agg(['sum','size']); split into two arrays per arm.
  2. point = (t_sum.sum() / t_n.sum()) - (c_sum.sum() / c_n.sum()).
  3. For b in range(B): idx = rng.integers(0, len(t_sum), len(t_sum)); ratio_t = t_sum[idx].sum() / t_n[idx].sum(); same for control; store the difference. Vectorise by drawing a (B, n) index matrix if memory allows.
  4. ci = np.percentile(diffs, [2.5, 97.5]); naive_se = sqrt(p_t*(1-p_t)/n_sessions_t + p_c*(1-p_c)/n_sessions_c); naive_ci = point +/- 1.96*naive_se.
  5. width_ratio = (ci[1]-ci[0]) / (naive_ci[1]-naive_ci[0]).

Expected result: A point estimate identical to the full-data ratio difference, a percentile interval containing that point estimate, and a width ratio greater than 1 whose value approximates sqrt(1 + (m-1)*rho) for the data's mean cluster size m and intraclass correlation rho. A ratio of approximately 1.0 means sessions were resampled instead of users.

Verify it yourself

  • Construct data where every user has exactly one session: the cluster and naive intervals then agree to within Monte Carlo error, since m = 1 makes the design effect 1.
  • Construct data where converted is constant within each user: rho is 1, and the width ratio should approach sqrt(m).
  • The bootstrap distribution's mean sits close to the point estimate; a large offset means the resampled arms have drifted in size.
  • Doubling B narrows the Monte Carlo noise in the percentile endpoints without shifting the interval's centre.

Follow-up

  • Users average 3.4 sessions and the intraclass correlation is 0.12. What width ratio do you predict before running it, and does your bootstrap land there?
  • Give the delta-method standard error for this ratio and say when you would prefer it to the bootstrap.
  • Half the users in the treatment arm have exactly one session. What does that do to the cluster bootstrap's coverage, and how would you check it?

Write a query to extract specific data from a SQL database.

Medium · sql and data manipulation

Approach

  1. Compute rates by summing numerator and denominator separately, never by averaging rates.
  2. Say which table is the grain you start from, and join outward from it.
  3. State the window function and its partition and ordering out loud before writing it.

Follow-up

  • How does the query change if the join becomes one-to-many?
  • What breaks if events arrive late or out of order?

Read an experiment from first exposure, not assignment

Hard · experiments · window-functions · srm

fct_experiment_exposure holds experiment_id, unit_type, unit_id, variant, user_id, assigned_at_utc, first_exposed_at_utc, is_in_analysis_population and planned_end_utc. fct_event holds user_id, occurred_at_utc, is_core_action, and carries events up to a known data cut, :data_cut_utc. For one experiment randomised on unit_type = 'user', return per variant: exposed units, units with at least one core action in the seven days after that unit's own first exposure, the rate, and the variant share of exposed units. Only units whose seven-day window has fully elapsed as of the data cut belong in the readout. Units appearing under more than one variant are excluded from both arms and counted separately.

Approach

  1. Run the contamination pass as an aggregate, not a window: SELECT unit_id FROM fct_experiment_exposure WHERE experiment_id = :exp GROUP BY unit_id HAVING COUNT(DISTINCT variant) > 1, then anti-join it away. PostgreSQL rejects COUNT(DISTINCT variant) OVER (PARTITION BY unit_id) outright, since DISTINCT is not implemented for window functions; if you want the test inline, MIN(variant) OVER (PARTITION BY unit_id) <> MAX(variant) OVER (PARTITION BY unit_id) is the equivalent that does run.
  2. Do not resolve contamination by keeping the earliest variant. A unit that saw both arms carries treatment from both, so assigning it to either one biases that arm.
  3. Define the population as is_in_analysis_population = TRUE AND unit_type = 'user' AND first_exposed_at_utc < planned_end_utc AND first_exposed_at_utc + interval '7 days' <= :data_cut_utc. The horizon filter is what makes the readout reproducible next week instead of drifting with every re-run; the data-cut filter is the one that actually buys seven days of follow-up, since a unit exposed an hour before the horizon otherwise contributes an hour of observation to a seven-day rate.
  4. Measure the outcome on a per-unit relative window: LEFT JOIN fct_event on user_id with is_core_action = TRUE and occurred_at_utc in [first_exposed_at_utc, first_exposed_at_utc + interval '7 days'). LEFT JOIN so units with no outcome stay in the denominator at zero rather than being deleted by an inner join.
  5. Check the sample ratio before reading the effect: variant share of exposed units against the intended split, tested as a binomial. Run it on the truncated population as well as on the full exposed set, because if one arm exposes later on average the data-cut filter removes more of that arm and can manufacture a ratio mismatch the randomisation did not have. A mismatch on the full set means the exposure data is not a valid randomisation and invalidates the readout rather than being a footnote under it.
  6. Report the per-variant rate, the absolute difference, and the fact that the variance unit is unit_id. That is straightforward here only because the grain is already one row per user; a per-session outcome under user randomisation would need a delta-method or bootstrap standard error instead.

Worked solution (35 min)

  1. Count units per variant and units with more than one variant; report the contaminated count before anything else.
  2. Build the exposed population CTE with both the horizon filter and the seven-days-before-data-cut filter, assert one row per unit_id, and record per variant how many units the second filter removed.
  3. LEFT JOIN the bounded outcome events and flag conversion with a boolean aggregate.
  4. Aggregate per variant to exposed, converted, rate and share, and run the binomial check on the share, both before and after the truncation.
  5. Re-run with a fixed calendar window from experiment_start_utc and record the difference as the size of the dilution you avoided.

Expected result: One row per variant with exposed, converted, rate and share, plus a scalar count of excluded contaminated units. Every retained unit was first exposed at least seven days before the data cut, so each one has a full seven days of observation and the rates are directly comparable.

Verify it yourself

  • Exposed counts across variants sum to the population count minus the contaminated units.
  • MAX(first_exposed_at_utc) among retained units is at least seven days before :data_cut_utc.
  • Variant shares sum to 1.
  • No unit_id contributes to two variant rows.
  • The truncation drops a similar share of each arm; if it does not, note the imbalance alongside the SRM result rather than reading the effect.
  • Swapping the relative window for a calendar one changes the rates; if it does not, exposure timing is balanced and you can say so.

Follow-up

  • Some units were assigned days before they were exposed. What does analysing the assigned set instead do to the estimated effect, and in which direction?
  • The split is 51/49 on 400,000 exposed units. Do you read the result?
  • The treatment arm exposes on average two days later than control. What does that do to a fixed calendar outcome window, and which arm does it favour?

If asked to improve a product through data, what steps would you take?

Medium · product sense and metrics

Approach

  1. Decompose the metric into the rates that drive it, and say which one you would check first.
  2. Restate the decision this analysis has to support, and who acts on the answer.
  3. Name one primary metric, then the guardrail that stops it being gamed.

Follow-up

  • What would you do if the primary metric and the guardrail moved in opposite directions?
  • How would you detect that the metric is being gamed rather than genuinely improving?

How do you prioritize tasks when working on multiple projects?

Medium · product sense and metrics

Approach

  1. Name one primary metric, then the guardrail that stops it being gamed.
  2. Fix the population and the time window before naming any metric.
  3. Decompose the metric into the rates that drive it, and say which one you would check first.

Follow-up

  • What would you do if the primary metric and the guardrail moved in opposite directions?
  • How would you detect that the metric is being gamed rather than genuinely improving?

How would you approach a project to analyze customer churn?

Medium · product sense and metrics

Approach

  1. Decompose the metric into the rates that drive it, and say which one you would check first.
  2. Fix the population and the time window before naming any metric.
  3. State what result would change your recommendation, so the answer is falsifiable.

Follow-up

  • How would you detect that the metric is being gamed rather than genuinely improving?
  • Which segment would you cut first, and what would that rule out?

How would you communicate complex data findings to a non-technical audience?

Medium · product sense and metrics

Approach

  1. State what result would change your recommendation, so the answer is falsifiable.
  2. Decompose the metric into the rates that drive it, and say which one you would check first.
  3. Fix the population and the time window before naming any metric.

Follow-up

  • What would you do if the primary metric and the guardrail moved in opposite directions?
  • How would you detect that the metric is being gamed rather than genuinely improving?

How would you handle missing data?

Medium

Approach

  1. State your assumptions explicitly before working the problem.
  2. Work from the decision backwards to the evidence you would need.
  3. Clarify what is being asked and what a complete answer would contain.

Follow-up

  • What assumption would you test first?
  • How would you know your answer was wrong?

Define success for a rebuilt first-run onboarding checklist

Easy · activation · metric tree · cohorts

A rebuilt first-run checklist ships to all new signups next month. You have dim_user (user_id, account_created_at_utc, signup_surface, is_internal) and fct_event (user_id, occurred_at_utc, is_core_action, event_name, surface). Propose a primary metric with an explicit numerator, denominator, window and publication lag, plus two guardrails and one diagnostic you would refuse to treat as success. The team wants a number it can read weekly, and the constraint is that everything must be computable from those two tables alone. Deliver the metric tree from the north star down to the metric you chose.

Approach

  1. Fix the grain and the cohort key first: the checklist is seen by users, so count on user_id with account_created_at_utc as the cohort key, and say out loud that the north star is account-grained so the tree crosses grains here deliberately rather than by accident.
  2. Take seven-day activation as the primary — core action on at least 2 distinct UTC dates inside [account_created_at_utc, +7 days) — because the two-distinct-days predicate cannot be satisfied by the single checklist-completion click the feature itself produces.
  3. Demote checklist completion rate to a diagnostic and give the reason: it is an output of the feature, so it is near-perfectly correlated with having shipped the feature and cannot fall when the feature is bad.
  4. Pick guardrails by the failure each one catches, not by what is easy to query: week-4 signup-cohort retention catches an activation gain that does not persist, and p50 minutes to first core action catches a checklist that adds steps to a path users already completed.
  5. State the operational rules explicitly: is_internal = FALSE, an 8-day publication lag, and signup_surface values 'invite' and 'sso_provisioned' split out because those users arrive through an administrator rather than a self-serve signup and may not be shown the checklist at all.

Worked solution (20 min)

  1. Write the primary in full: numerator = cohort users with is_core_action = TRUE events on at least 2 distinct UTC dates in [account_created_at_utc, +7 days); denominator = all dim_user rows in the cohort week with is_internal = FALSE.
  2. Draw the tree downward: weekly active accounts completing a core action, then seven-day activation rate multiplied by weekly signups, then checklist step completion and time-to-first-core-action labelled as diagnostics.
  3. Attach the timing rules: 8-day lag, and a cohort with fewer than seven full elapsed days published blank rather than partial.
  4. Attach each guardrail to its named failure mode in one line each, so the guardrail list reads as a list of specific risks rather than a list of metrics.
  5. Write the exclusion rule and the surface split, and state what you would do if 'invite' users turn out to be a third of the cohort.

Expected result: A primary metric stated as numerator, denominator, window, lag and exclusions; two guardrails each tied to a named failure mode; and checklist completion explicitly demoted to a diagnostic with the reason given.

Verify it yourself

  • The denominator includes cohort users who never returned. If it is built from users with any event, the metric is conditioned on survival and will read several points too high.
  • Recomputing a cohort's activation rate three days after first publication must return the same number. If it moves, the right-hand window bound or the late-arrival rule is missing.
  • The per-surface cohort counts must sum to the unsplit cohort count, so confirm signup_surface IN ('invite','sso_provisioned') is broken out rather than dropped. Note the limit while you are there: neither dim_user nor fct_event carries a pre-signup identifier, so whether those users were ever shown the checklist is not answerable from these two tables — the surface split is the only handling available, and the metric definition has to say that rather than imply exposure was verified.

Follow-up

  • Activation rises three points but week-4 retention is flat. What do you tell the team, and what would you need to distinguish a real gain from pulled-forward activity?
  • The checklist ships on web only. What changes in the denominator, and what breaks if you leave every surface in?
  • Signup mix shifted toward 'invite' the same week. How would you show whether the activation move was mix or behaviour?

Size every candidate cause of a trial-to-paid decline

Hard · cohort-maturity · experiment-readout · mix-shift · contribution-sizing

Trial-to-paid conversion on weekly trial-start cohorts from fct_subscription_period reads 3.1 points below the trailing eight-week mean for the three most recent cohorts. Three things happened in that window: a pricing experiment reached 50% of new trials, a payment processor migration added settlement delay, and paid_search spend tripled. Using fct_subscription_period, fct_experiment_exposure and dim_user, rank the causes by their contribution in points of the headline, state the remainder, and give the decision you would take on Monday.

Approach

  1. Kill the immature cohorts first, because everything downstream is computed on them. The metric is lagged by the trial length plus a 14-day conversion window plus a settlement allowance, and a processor migration lengthens exactly that last term; recompute each cohort at a fixed cohort age rather than as of today, and confirm the newest cohort's value is still climbing day over day.
  2. Hold the experiment analysis to the exposed population. Join fct_experiment_exposure on unit_id with is_in_analysis_population = TRUE rather than reading an assignment log, then check the variant split for a sample-ratio mismatch before believing any effect at all. Contribution to the headline is the variant effect multiplied by the exposed share, which is not the same number as the variant effect.
  3. Decompose the cohort mix by dim_user.first_touch_channel using the same weight-times-rate arithmetic as any other mix question, so the paid_search increase is sized as a weight change at a measured conversion rate rather than asserted from the spend figure.
  4. Convert all three to points of the headline, sum them, and print the residual against the historical week-to-week standard deviation of the metric. If the residual is inside that band, say so and stop looking; if it is outside, name what you would investigate next rather than leaving it implied.
  5. Land the decision. Only one of the three is actionable on Monday, so state whether the experiment has accrued enough exposed units to stop at the pre-declared horizon, and state separately what the settlement-lag correction does to the published series and its lag rule.

Follow-up

  • How do you choose the fixed cohort age, and what do you lose by choosing it too long?
  • If the pricing variant is genuinely 1.2 points worse, does that settle whether to stop it? What else is on the other side of that decision?
  • The trailing eight-week mean spans the processor migration. What is the right baseline instead?

Suggested practice checklist

For a candidate whose interviews will centre on A/B testing, metric movement and causal claims. Design comes before arithmetic, arithmetic before analysis, and the week ends by rehearsing the readout rather than the derivation.

Day 1 — Design one test end to end on paper

  • Take a single feature change and write the full design: randomization unit, the exact point of exposure, the primary metric with its grain, guardrails, allocation, planned duration, and the decision rule committed before any data exists.
  • Write why the randomization unit must sit at or above the level where treatment can spill over, and give one case where user-level randomization is still contaminated (shared accounts or devices, or two participants in the same marketplace).
  • State in advance what you will do if the primary metric is flat while a secondary metric is significant.

Deliverable: A one-page test design with a decision rule written before launch.

Day 2 — Power arithmetic until it is automatic

  • Compute required sample size per arm for a binary metric with the normal approximation, n is approximately 2 times (z for alpha/2 plus z for power) squared times p(1 minus p) divided by delta squared, for baselines of 2, 10 and 40 percent at a 5 percent relative lift, and note that for a fixed relative lift the requirement falls as the baseline rises because delta grows proportionally with p.
  • Redo the calculation for a continuous metric using variance in place of p(1 minus p), and show why a heavy-tailed quantity such as revenue per user needs either far more traffic or a capped version with a stated cap.
  • Convert one of the results into weeks given a weekly eligible traffic figure, then list the two honest ways to shorten it (accept a larger detectable effect, or reduce variance) and write why quietly lowering the power target is a decision to miss more real wins, not a speedup.

Deliverable: A small script or sheet that maps baseline, minimum detectable effect, alpha and power to sample size and weeks, cross-checked against a published calculator.

Day 3 — Variance and the unit-of-analysis problem

  • Take a ratio metric whose denominator is not the randomization unit (clicks per session, randomized by user) and compute the standard error twice, once naively at session level and once by the delta method or a user-level bootstrap, then record how much the naive version understates it.
  • Implement CUPED on simulated data: choose a pre-period covariate X measured before assignment, estimate theta as Cov(Y, X) divided by Var(X), and analyse Y minus theta times (X minus its mean) in place of Y. Confirm the variance of the adjusted outcome equals the raw variance multiplied by one minus the squared correlation between Y and X, so a correlation of 0.45 removes about 20 percent of the variance and not 80.
  • Now run that simulation a few hundred times and confirm the adjusted effect estimate is unbiased for the same effect rather than numerically identical to the raw one. Within any single run the two differ, sometimes by a large fraction of the true effect, because the two arms' pre-period covariate means never coincide exactly in a finite sample; they agree in expectation, which is the property that matters and the one to state out loud.

Deliverable: A notebook showing the adjusted estimator with a measurably smaller variance than the raw one, plus a repeated-simulation table showing the two estimators agreeing on average while differing run by run.

Day 4 — Validity threats you can actually test for

  • Run a sample ratio mismatch check as a chi-square goodness-of-fit test against the intended allocation, and write the three causes you would chase first (assignment logged before exposure, an arm-specific redirect or load failure, bot filtering applied asymmetrically).
  • Simulate peeking: generate A/A data, test daily at alpha 0.05 across 14 looks, record the inflated false positive rate, then apply an alpha-spending boundary or commit to a fixed horizon and confirm the rate returns to nominal.
  • Write how you would separate a novelty effect from a durable lift using the treatment effect plotted against days since first exposure, and what shape would change your recommendation.

Deliverable: One table showing the peeking false positive rate before and after correction, plus a written SRM triage list.

Day 5 — When randomization is not available

  • Write the identifying assumption for difference-in-differences (parallel trends in the absence of treatment), then plot pre-period trends for two candidate control groups and justify rejecting one of them.
  • Design a switchback test for a change where user-level randomization would leak across participants, choosing a time-block length against the carryover you expect and saying how you would detect carryover in the data.
  • List what an interrupted time series or a synthetic control buys you and the one thing neither can rule out: an unobserved shock that coincides with the launch.

Deliverable: A one-page memo recommending a single quasi-experimental design and naming its weakest assumption explicitly.

Day 6 — The readout query

  • Write the assignment-to-exposure join that returns exactly one row per unit per experiment, and handle units appearing in both arms by excluding and counting them rather than silently keeping one.
  • Compute the per-arm metric, its variance and the relative lift with a confidence interval in SQL, then reproduce the identical numbers in a notebook as a cross-check.
  • Add a segment breakdown and write the sentence that keeps it from being p-hacking: segments declared in advance, everything else reported as exploratory and corrected for multiplicity.

Deliverable: A single query that outputs the full readout table, matched to a notebook recomputation.

Day 7 — Present it to someone who will not read the appendix

  • Give a 10-minute readout of a real or simulated experiment in the order decision, number, uncertainty, caveat.
  • Have your listener ask "can we ship it" in the case where the primary is flat and a guardrail moved, and answer with a recommendation rather than a request for more data.
  • Rewrite your opening line so the recommendation lands before any methodology.

Deliverable: A one-page readout whose first line is the recommendation.

Getting an analysis acted on

Work that nobody used is a common and unflattering pattern in data careers, and interviewers probe for it. Have a story about an analysis that changed a decision, and be specific about how you got it in front of the person who could act. Also have one about work that went nowhere, with your reading of why.

How do you handle disagreements with team members?

Medium · behavioural and stakeholder questions

Approach

  1. Pick a story where you drove the decision, not one where you observed it.
  2. Quantify the outcome, including what you would not claim credit for.
  3. State the situation in two sentences and spend the rest on your reasoning.

Follow-up

  • What did you decide not to do, and why?
  • How did you know the outcome was caused by your change?

Handle a request for numbers supporting a decision already made

Hard · integrity · framing · stakeholder

A senior leader has already decided to sunset a plan tier and asks you for the analysis showing it is the right call. Accounts on that tier carry 6% of MRR at constant FX and have the highest licensed-seat utilisation in the book. The leader's support matters to your next review cycle, and the decision is being presented in four days. Deliver what you produce, what you decline to produce, and the exact sentence you will say in the meeting where the number appears on a slide.

Approach

  1. Recognise what is being probed: whether you can find the legitimate request inside an illegitimate framing instead of either complying or refusing on principle. The generic answer promises to push back; the strong one produces something genuinely useful and states its limits in the room, without ambushing anybody.
  2. Separate the decision from the justification. Sunsetting the tier may be correct for reasons the data does not hold, such as support cost, roadmap surface area or sales motion. What you decline is a one-sided document. What you produce is the case read both ways, which also happens to be more useful to the leader.
  3. Build the symmetric analysis: MRR at risk at constant FX, the share of affected accounts with a plausible migration path given seats_licensed and billing_term, the recovery rate assumed for that migration and where it came from, and the downside case in which high-utilisation accounts treat the sunset as a reason to re-evaluate the vendor entirely.
  4. Surface the inconvenient fact privately and early. The highest seat utilisation in the book is a retention signal, and the leader should hold it before the room does, so they can incorporate it rather than be caught by it.
  5. Agree the meeting sentence in advance with the leader, so that nobody is surprised. Something to the effect that the tier is 6% of MRR and its accounts are the most heavily used in the book, and that the case for sunsetting rests on cost and focus rather than on revenue. That is true, it supports the decision on its real grounds, and it stops the deck claiming the numbers endorse it.
  6. Decide your own line before you need it: what you will not put your name to, and that the route if asked anyway is your own manager rather than a confrontation in the meeting.

Follow-up

  • The deck circulates with your analysis included and the downside case removed. What do you do, and by when?
  • What changes if the honest analysis says the sunset is clearly the wrong call?
  • How do you write the same memo when the leader is your skip-level and the meeting is tomorrow?

Disagree with a product manager's roadmap claim using data

Medium · causal inference · selection bias · stakeholder

A product manager proposes building a feature on the argument that accounts connecting an integration in week one retain three times better at week four. The figure is correctly computed from dim_user and fct_event, and it has already been shown to leadership. You have one scheduled 1:1 before the roadmap locks. Deliver the specific analysis you would run to test whether the relationship is causal, the result that would change your own mind, and how you open the conversation so that the PM is not put in the position of defending the number in public.

Approach

  1. Recognise what is being probed: whether you can separate a number being right from an inference being wrong, and do it without costing the PM face. The generic answer recites that correlation is not causation; the strong one names the specific confound and proposes the cheapest design that could distinguish the explanations.
  2. State the alternative concretely. Accounts that connect an integration in week one are accounts that already have a workflow and a technical owner, so week-one intent plausibly drives both the connection and week-four retention. The selection is on intent, which no amount of post-hoc adjustment observes.
  3. Order the discriminating analyses by cost. First, condition on pre-connection activity by comparing retention within strata of week-one core-action count, which removes the crude version of the confound but not unobserved intent. Second, look for variation in integration availability that was unrelated to intent, such as a staggered release or an outage window. Third, an encouragement design that randomises a prompt to connect and reads the intent-to-treat effect on week-four retention, which is the only version that identifies an effect.
  4. Run the timing check, because it is nearly free and it is the most persuasive single piece of evidence. If the retention advantage among connectors is already visible before any of them connected, the causal story is largely finished.
  5. Pre-commit to what would change your mind and say it before you show anything: if the gap survives stratification and the encouragement arm moves week-four retention at all, the feature has a case and you will say so.
  6. Open the 1:1 by agreeing with the true part, that the correlation is real and worth chasing, then ask what effect size the roadmap plan assumes. That makes the size of the claim the topic instead of its authorship.

Follow-up

  • The encouragement test needs six weeks and the roadmap locks in two. What do you recommend in the interim?
  • Stratifying on week-one activity closes half the gap. What do you conclude, and what do you still not know?
  • How would you word this in the roadmap document so the PM's original number is reframed rather than deleted?