Just Plot It

One of my favourite work stories is from this job I did a long time ago. The task given to me was demand forecasting, and the variable I needed to forecast was so “micro” (this intersection that intersection the other) that forecasting was an absolute nightmare.

A side effect of this has been that I find it impossible to believe that it’s possible to forecast anything at all. Several (reasonably successful) forecasting assignments later, I still dread it when the client tells me that the project in question involves forecasting.

Another side effect is that the utter failure of standard textbook methods in that monster forecasting exercise all those years ago means that I find it impossible to believe that textbook methods work with “real life data”. Textbooks and college assignments are filled with problems that when “twisted” in a particular way easily unravel, like a well-tied tie knot. Industry data and problems are never as clean, and elegance doesn’t always work.

Anyway, coming back to the problem at hand, I had struggled for several months with this monster forecasting problem. Most of this time, I had been using one programming language that everyone else in the company used. The code was simultaneously being applied to lots of different sub-problems, so through the months of struggle I had never bothered to really “look at” the data.

I must have told this story before, when I spoke about why “data scientists” should learn MS Excel. For what I did next was to load the data onto a spreadsheet and start looking at it. And “looking at it” involved graphing it. And the solution, or the lack of it, lay right before my eyes. The data was so damn random that it was a wonder that anything had been forecast at all.

It was also a wonder that the people who had built the larger model (into which my forecasting piece was to plug in) had assumed that this data would be forecast-able at all (I mentioned this to the people who had built the model, and we’ll leave that story for another occasion).

In any case, looking at the data, by putting it in a visualisation, completely changed my perspective on how the problem needed to be tackled. And this has been a learning I haven’t let go of since – the first thing I do when presented with data is to graph it out, and visually inspect it. Any statistics (and any forecasting for sure) comes after that.

Yet, I find that a lot of people simply fail to appreciate the benefits of graphing. That it is not intuitive to do with most programming languages doesn’t help. Incredibly, even Python, a favoured tool of a lot of “data scientists”, doesn’t make graphing easy. Last year when I was forced to use it, I found that it was virtually impossible to create a PDF with lots of graphs – something that I do as a matter of routine when working on R (I subsequently figured out a (rather inelegant) hack the next time I was forced to use Python).

Maybe when you work on data that doesn’t have meaningful variables – such as images, for example – graphing doesn’t help (since a variable on its own has little information). But when the data remotely has some meaning – sales or production or clicks or words, graphing can be of immense help, and can give you massive insight on how to develop your model!

So go ahead, and plot it. And I won’t mind if you fail to thank me later!