Introduction to Working with Data as a BA

CBBA · Bonus · Working with Data as a BA

Introduction to Working with Data as a BA

The foundational data literacy skills every BA needs — reading schemas, working with SQL basics, and writing data requirements.

Why data matters for BAs

BAs who understand data think differently. They ask better questions in requirements sessions, spot inconsistencies in stakeholder explanations faster, and write tighter acceptance criteria for data-driven features. You don't need to write code or build dashboards — but you need to read and reason about data with confidence.

Common BA–data intersection points:

  • Defining data requirements for new features (fields, format, validation rules)
  • Reviewing data models to check that the solution covers all business scenarios
  • Questioning metrics in business cases ("where does this number come from?")
  • Validating test data against real-world distributions
  • Writing acceptance criteria for reports and dashboards

Reading a database schema

Key concepts to understand:

  • Table: A structured collection of records (the "Customers" table has one row per customer)
  • Primary key: The unique identifier for each row (CustomerID). Every table has one.
  • Foreign key: A reference to a primary key in another table — creates the relationship between tables
  • Null / Not Null: Whether a field can be blank. A Not Null constraint is a business rule embedded in the database

BA question when reading a schema: "Are the relationships between tables correct? Can an order exist without a customer?" These are business rules — and schema mismatches are a common source of production defects.

Data requirements in user stories

For any story that involves data, add explicit acceptance criteria for:

  • Format: "Email addresses must be validated as name@domain.extension"
  • Completeness: "All mandatory fields (marked with *) must be completed before submission is enabled"
  • Validation: "Dates of birth must be in the past and within 120 years"
  • Error handling: "If validation fails, display a specific error message adjacent to the failing field"

📌 Key Points

Data requirements are often the most under-specified part of a requirements pack — and the most common source of defects in UAT

You don't need to write SQL to read a schema — but being able to have a conversation about tables, keys, and relationships with a developer changes how effective your data requirements are

Always ask: "Where does this data come from? What system owns it? How current is it?" — these questions identify integration requirements before they become surprises in delivery

In ANZ: Privacy Act 2020 (NZ) and Australian Privacy Act 1988 create obligations around personal data. Add privacy requirements as standard in your requirements gathering for any customer-facing system

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