Month: June 2025

  • IELTS Practice Tests

    IELTS Practice Tests

    This extensive document is comprised of practice materials for the IELTS exam, covering various sections including reading comprehension, vocabulary, and grammar. The topics within the reading passages are diverse, ranging from travel advice and leisure trends to technological advancements, environmental concerns, and social issues. Each section typically includes a text followed by questions in different formats, such as True/False/Not Given, multiple choice, and sentence completion, along with accompanying answers. The material appears designed to prepare test-takers for the range of subjects and question types they might encounter in the actual exam.

    Website Security Disclaimers and Precautions

    Based on the sources, information regarding website security precautions is provided primarily within the “Warranties and Disclaimers” sections.

    The sources state that precautions are taken to detect computer viruses and ensure security. However, they cannot guarantee that the website is virus-free and secure. Specifically, they give no warranties of any kind concerning the website or the content, and in particular, they do not warrant that the website or any of its contents is virus free.

    The owners shall not be liable for any loss or damage which may occur as a result of any virus or breach of security. It is emphasized that you must take your own precautions in this respect, as they accept no responsibility for any infection by virus or other contamination or by anything which has destructive properties.

    Regarding personal data, the sources mention making every attempt to secure it. However, they cannot accept responsibility for any unauthorised access or loss of personal information that is beyond their control.

    Travel Safety and Transportation Options

    Based on the sources provided, there is information regarding airport ground transportation options and related precautions in different contexts.

    Specifically, concerning travel to Keystone via Denver International Airport (DEN) and Vail/Eagle County Airport (EGE):

    • Shuttles and car rentals via Hertz are available at DEN, EGE, and Colorado Springs Municipal Airport.
    • Keystone is easily accessible from DEN and EGE, with onsite scheduled and private shuttle pick up and rental cars available.
    • Colorado Mountain Express (CME) provides numerous, daily, door-to-door shuttles from Denver International Airport to Keystone.
    • CME also offers private chauffeured travel with CME Premier.
    • The scheduled shuttle service via CME operates throughout the day, but is not available for flights arriving at the airport later than 8:30 pm or departing earlier than 10:00 am.
    • The private shuttle service via CME has the same timetable restrictions, not being available for flights arriving after 8:30 pm or departing before 10:00 am.
    • If you are arriving or departing when the CME shuttle is not available, you should consider booking a rental car.

    In a different regional context (Turkmenistan), the sources discuss local travel, which includes ground transportation modes:

    • Rail travel can be unreliable and dangerous due to criminal activity, particularly on overnight rail services.
    • When traveling overnight by rail, it is advised to store your valuables in a safe place, not leave the compartment unattended, and secure the door from the inside.
    • You should avoid using public transport after dark.
    • Travelers have been robbed when using unofficial taxis. You should seek assistance from staff at hotels, restaurants, or places of entertainment to book a licensed taxi.
    • Arbitrary police checks and security checkpoints on roads are common. You should carry a copy of your passport and visa at all times.

    Modern Leisure: Trends in Activity and Quantity

    Based on the sources, the concept of “Leisure time trends” can be discussed from two main perspectives: the types of activities people are choosing to do with their free time, and the overall amount of leisure time people have.

    Firstly, the sources indicate a trend where learning is becoming a new form of travel and leisure. Instead of focusing on traditional holiday outcomes like a winter tan or memories of restaurant meals, people are now seeking to acquire new skills and come home with their own handcrafted items or abilities like making their own bread or filleting their own fish. This suggests a shift away from purely passive leisure towards activities that feel more worthwhile, industrious, and focused.

    Several factors are contributing to this trend:

    • The recession, tight money, and job insecurity mean that weekends need to feel productive.
    • There is a huge resurgence of interest in home crafts, cookery, and gardening, as people find pleasure in growing and making their own things.
    • Concerns about the environment are also a motivation, leading to popularity in courses that help people become “good lifers,” even with limited space. Examples of skills people are learning include keeping hens, bees, or pigs, starting an allotment, building a wood-burning stove, or making their own biodiesel.
    • This trend extends to travel, with combining hobbies with holidays becoming very popular. Many courses are available throughout the UK catering to a wide variety of ages and interests.

    Secondly, concerning the amount of leisure time, a study by economists Mark Aguiar and Erik Hurst looking at Leisure Time in America suggests a different kind of trend. Despite the common perception among working people in the United States that they are as busy as ever and technology has increased demands, the economists’ research indicates that Americans seem to have much more free time than before.

    Their findings show that over the past four decades, the amount of time working-age Americans spend on leisure activities has risen by 4-8 hours a week. For someone working 40 hours weekly, this is equivalent to 5-10 weeks of extra holiday a year. This increase is seen across nearly every category of American, including single or married individuals, with or without children, and both men and women. While Americans may work longer hours in the office compared to other wealthy countries, this is because average work hours in those countries have dropped sharply.

    Aguiar and Hurst attribute this finding partly to their definition of work and the data they used. Unlike traditional labor studies that focus narrowly on paid work, their research used time-use diaries that capture the entire day, including activities like shopping, cooking, running errands, and keeping house. They found that Americans actually spend much less time doing these chores than they did 40 years ago, due to a “revolution in the household economy” involving appliances, home delivery, the internet, 24-hour shopping, and more affordable domestic services. These advancements have increased flexibility and freed up people’s time. Time-use diaries are considered accurate because they account for every hour of the day.

    It is noted that this study deliberately excluded the growing number of retirees (those 65 or older, or who retired early). As these individuals are significant leisure-gainers, the “true leisure boom” in America might be even bigger than estimated by the study. The potential for multitasking (combining work and leisure) is acknowledged as a theoretical problem with time diaries, although the study counted many such combinations, like reading a novel while commuting or using the internet at the office, as work time.

    Ultimately, the sources present two perspectives on leisure time trends: one focusing on the increasing interest in skills-based activities and hobbies, often linked to economic and environmental factors, and another suggesting that Americans, despite feeling busy, have experienced a significant increase in the overall quantity of their leisure time over recent decades, largely due to efficiencies in household tasks.

    Ecosystem Recovery and Protection Strategies

    Based on the sources, a discussion of Ecosystem recovery reveals that ecosystems possess a significant capacity to recover from damage. Contrary to conventional wisdom that human damage is terminal and losses are permanent, the Earth’s ability to shrug off such things is often underestimated, except in cases where a species is driven to extinction. Transient threats caused by humans, such as oil spills and forest fires, can be overcome.

    Alan Weisman’s work, referenced in the sources, illustrates nature’s great capacity to recover, suggesting that if humanity disappeared, nature would reclaim its territory with surprising speed. This would involve weeds colonising pavements, rivers flooding subway tunnels, and buildings collapsing. Residential neighbourhoods, for example, would return to forest in 500 years. Only some of the most stubborn human inventions, like certain plastics, might prove permanent.

    This view is supported by a study conducted by Holly Jones and Oswald Schmitz. They analyzed 240 peer-reviewed scientific papers on recovery rates in large terrestrial and aquatic ecosystems. The data included studies on various types of damage, such as agriculture, deforestation, the introduction of invasive species, logging, mining, oil spills, overfishing, trawling damage, and even natural disasters like hurricanes. The researchers measured 94 aspects of ecosystem structure, including nutrient cycling, decomposition rates, and population sizes, to classify recovery. They found that 83 of the 240 papers demonstrated complete recovery, while 90 showed a mixed response. Only 67 showed no recovery at all. The authors note that more would likely have shown recovery if the projects had continued long enough to track changes in slower-recovering ecosystems, such as forests.

    The recovery time for ecosystems is influenced by factors such as the number of pressures they face. Ecosystems exposed to more than one pressure, like a forest that is logged and then used for agriculture, take longer to recover. Even in such cases, the average recovery time found was 56 years, within a human lifetime. Sites experiencing single threats typically recovered in less than 20 years. Importantly, the researchers found that recovery rates are influenced more by the type of ecosystem than by the magnitude of the damage inflicted. Forests, for instance, take longer to renew (42 years) than ocean floors (typically less than ten years), regardless of the scale of stress.

    Despite these positive findings, critics question whether total ecological recovery has been achieved as often as suggested, citing examples like the Grand Banks cod fishery collapse in 1992, which has shown no sign of recovery almost two decades later, possibly due to new predators. There is also a debate about what constitutes a “pristine” or “natural” state. Dartmoor, for example, is considered a wilderness but is a human construction shaped by thousands of years of alterations; yet, it is its current state that people wish to preserve. Most conservation work targets contemporaneous reference systems rather than returning landscapes to their original pre-human states.

    Despite the study’s limitations and the difficulty in measuring recovery and choosing targets, the findings are presented as good news for conservationists.

    In addition to discussing recovery after damage, the sources also touch upon protecting ecosystems before significant intervention is needed. Protecting wildlife habitats, particularly through parks, reserves, and other protected lands, which are often the only remaining untouched habitats, helps protect entire communities of animals. When communities are kept intact, less conservation intervention is required to ensure species survival.

    Housing Benefit Eligibility Guide

    Based on the sources, eligibility for Housing Benefit is determined by several factors related to your financial situation, living arrangements, and personal circumstances.

    Generally, you may get Housing Benefit if you pay rent and your income and capital (savings and investments) are below a certain level. This applies whether you are out of work or in work and earning a wage.

    However, there are specific circumstances where you usually can’t get Housing Benefit:

    • If you have savings of over £16,000, unless you are getting the ‘guarantee credit’ of Pension Credit.
    • If you live in the home of a close relative.
    • If you are a full-time student, unless you are disabled or have children.
    • If you are an asylum seeker or are sponsored to be in the UK.

    There are also other restrictions:

    • If you live with a partner or civil partner, only one of you can get Housing Benefit.
    • If you are single and aged under 25, you can only get Housing Benefit for bed-sit accommodation or one room in shared accommodation.

    An important change mentioned is that Child Benefit is no longer counted as income when working out Housing Benefit. This means that some low-income families who currently receive Housing Benefit will get more, and some low-income families may now qualify for Housing Benefit as a result of this change.

    The amount of Housing Benefit you get is calculated differently depending on whether you rent from a private landlord (using Local Housing Allowance rules) or live in council or other social housing (up to the amount of your ‘eligible’ rent). ‘Eligible’ rent includes the rent for the accommodation and charges for some services like lifts, communal laundry, or play areas. However, it does not include charges for water, heating, hot water, lighting, cooking, or payments for food or fuel in board and lodgings or hostels, even if these are included in your rent.

    To check if you may be eligible, you can use an online benefits adviser to get an estimate. If you think you may be eligible, you can also enter details of where you live to be taken to your local authority website for more information.

    By Amjad Izhar
    Contact: amjad.izhar@gmail.com
    https://amjadizhar.blog

  • Tribalism in Saudi Arabia: Transformation and Modernity

    Tribalism in Saudi Arabia: Transformation and Modernity

    The text discusses the complex relationship between tribalism and nation-building in Saudi Arabia. While acknowledging the historical significance and enduring social influence of tribes, it highlights how tribal pride and fanaticism have been identified as obstacles to social development. The Saudi government’s efforts to manage tribal influence are examined, including legal frameworks aimed at curbing harmful tribal expressions and initiatives to integrate tribal identities within a broader national framework. Despite progress in promoting national unity and meritocracy, the persistence of some tribal practices underscores the ongoing challenges in achieving a fully cohesive national identity. The text also briefly compares Saudi Arabia’s experience with that of other countries where tribal structures remain influential in political and social life.

    Tribalism in Saudi Arabia: A Study Guide

    Short Answer Quiz

    1. According to Saudi sociologists, what positive aspects of tribal structures can be utilized in the transformation to civil society?
    2. What is a primary negative impact of tribalism, as identified by a 2016 Saudi study, and what is the root cause of this impact?
    3. Describe how the Saudi state has attempted to mitigate tribal fanaticism using the example of the camel beauty pageants.
    4. How has the Saudi government addressed historical issues of tribal-based discrimination within its institutions?
    5. Name three historical pre-Islamic wars in the Arabian Peninsula that were attributed to tribal conflicts.
    6. In what other Middle Eastern and North African countries does tribalism play a significant political or social role?
    7. How does the Saudi ruling family’s history differ from traditional tribal structures, and how does this difference affect the role of tribes in the Kingdom?
    8. What types of actions are subject to legal penalties, in terms of the law, for inciting tribalism?
    9. What examples of individual actions were monitored in 2024 that illustrate the persistence of tribalism in Saudi society?
    10. How do Saudi sociologists envision the role of tribes in the future of a civil society in the Kingdom?

    Answer Key

    1. Saudi sociologists see tribes as having positive values that can be built upon, particularly in strengthening national unity and resolving blood issues. They also believe tribal ways of thinking can help refine the behavior of their members.
    2. The 2016 study identified tribal pride and fanaticism as obstacles to social development, stemming from a desire to demonstrate prestige and the superiority of one tribe over another.
    3. The Saudi state took over the camel beauty pageants, transforming them from individual tribal events that incited fanaticism into a state-sponsored festival that promotes national identity, thus mitigating the issue.
    4. The Saudi government, under King Salman and Crown Prince Mohammed bin Salman, has addressed historical racism through implementing policies that emphasize competence and merit, rather than tribal affiliation, in hiring and admissions.
    5. The three pre-Islamic wars mentioned are the Dahis and Ghabra war, the Basus war, and the Fijar war.
    6. Tribalism is influential in the political and social spheres of Kuwait, Jordan, Libya, Iraq, Lebanon and Yemen.
    7. The Saudi ruling family has urban roots dating back two centuries before Islam, giving it an equal distance from all tribes, allowing it to act as an institution, not a tribe, that frames and influences tribal tendencies, promoting a national identity.
    8. Legal penalties apply to actions that promote tribalism in media, talk shows, poetry, national occasions, and in commercial advertising. The penalties include fines and prison sentences.
    9. In 2024, examples of tribalism include guest appearances in talk shows, raising tribal flags at national events, tribal references in entertainment, and using tribal names in commercial branding.
    10. Saudi sociologists believe that tribes should be transformed into civil society institutions, building upon existing values to strengthen national unity, address social issues, and refine behavior as they move forward.

    Essay Questions

    1. Analyze the tension between the historical prevalence of tribalism in Saudi Arabia and the country’s modern efforts to forge a national identity. What factors have contributed to the persistence of tribal identity?
    2. Discuss the ways in which the Saudi government has attempted to reform the role of tribes in Saudi society. What have been the successes and what are the ongoing challenges in this transformation?
    3. Compare and contrast the role of tribalism in Saudi Arabia with its impact in other Middle Eastern and North African countries mentioned in the text. What common threads and distinct characteristics exist?
    4. Evaluate the effectiveness of legal measures in Saudi Arabia in curbing tribalism. Are these laws sufficient, or are other methods needed to achieve the country’s goals for a modern civil society?
    5. Explore the potential for using the positive aspects of tribal structures to build a stronger national identity. How could values of tribal unity and behavior refinement be re-contextualized for civil society development?

    Glossary of Key Terms

    • Tribalism: A social organization based on kinship ties and shared ancestry, often associated with loyalty to the tribe above other forms of social organization or national identity.
    • Civil Society Institutions: Organizations and groups that operate outside of government control that work to advance the common interests of people and address societal needs.
    • National Unity: The sense of shared identity, purpose, and cohesion among the citizens of a nation.
    • Blood Issues: Disputes or conflicts arising from acts of violence between individuals or groups, often requiring resolution through tribal mediation or other customary processes.
    • Tribal Fanaticism: Extreme, irrational devotion to one’s tribe, often involving prejudice against other tribes and leading to inter-tribal conflicts.
    • Vision 2030: Saudi Arabia’s strategic plan to diversify its economy and modernize the country.
    • Bedouinism: A nomadic lifestyle traditionally associated with the Arabian Peninsula and characterized by tribal organization and pastoral practices.
    • Labbat: A term used to describe tribal affiliations or heritage.
    • Shila: Traditional form of Saudi music and poetry that can incorporate themes of tribalism.
    • Qalta Poetry: Another form of traditional Arabic poetry often delivered in spoken form that can incorporate tribal themes.
    • Al-Mazain Festival: A term that refers to camel beauty pageants, which can be a source of tribal competition.
    • Basic Law of Governance: The constitution of Saudi Arabia that outlines the principles of governance and the rights of its citizens.
    • Criminal Procedures Law: Laws that govern the process of criminal justice in Saudi Arabia.
    • Audiovisual Media Law: Laws that regulate the media sector in Saudi Arabia including what is permissible to be broadcast.
    • Anti-Cybercrime Law: Laws that cover electronic offenses, including incitement of tribalism.

    Tribalism in Saudi Arabia: A Nation’s Balancing Act

    Okay, here’s a briefing document summarizing the key themes and ideas from the provided text about tribalism in Saudi Arabia:

    Briefing Document: Tribalism in Saudi Arabia

    Introduction:

    This document analyzes a provided text discussing the complexities of tribalism in Saudi Arabia. The text explores historical roots, contemporary manifestations, and governmental responses aimed at fostering national unity. It highlights a tension between traditional tribal affiliations and the state’s push towards modernization and a unified national identity, as well as ongoing efforts to manage tribal influence.

    Key Themes and Ideas:

    1. Tribalism as a Historical Force:
    • Tribalism is not a new phenomenon in Saudi Arabia, with roots extending back to pre-Islamic times. The text mentions “wars that lasted for hundreds of years,” such as “the Dahis and Ghabra war, the Basus war, the Fijar war, and the Baath war”, underscoring the deep historical significance of tribal identity and its potential for conflict.
    • The text highlights that tribalism’s influence is not unique to Saudi Arabia. It is also described as present and influential in the Levant and the Maghreb, and playing an important role in parliamentary elections in Kuwait and Jordan, and in power structures in post-Saddam Iraq, Libya, and Yemen. This indicates the widespread nature of tribalism in the Middle East, and its impact on politics and society across the region.
    1. Tribalism as an Obstacle to Social Development:
    • A 2016 Saudi study revealed that “tribal pride and fanaticism are considered obstacles to social development.” These sentiments are perceived as rooted in a desire to “show the superiority of one tribe over another.”
    • The text uses the example of camel beauty pageants to illustrate how tribalism can manifest. Historically, individual tribes held such pageants in a way that incited “tribal fanaticism and strife”. This was one of the reasons the state intervened, taking control of the Al-Mazain festival.
    1. The State’s Role in Managing and Reforming Tribalism:
    • The Saudi state has actively sought to mitigate the negative aspects of tribalism and redirect it towards national unity. An example is its involvement in camel beauty pageants: “the state hold the beauty pageant festival… with a comprehensive identity for all tribes under the umbrella of the state, and tribal biases were replaced with a comprehensive national identity, in line with the requirements of modern civilization and Vision 2030.” This showcases the state’s desire to shape tribal traditions in accordance with national objectives.
    • The ruling house is not tied to any one tribe, which the text describes as allowing it to be “at an equal distance from all components of Saudi society” and positioned to be an “influence the tribal tendency and framing it,” working to promote “individual ownership and the person’s responsibility for his actions, regardless of his (Labbat)”. This is contrasted with other nations in the region where the tribe may hold greater political significance.
    • The state has implemented laws and regulations, such as Article 12 of the Basic Law of Governance and others, with substantial penalties (ranging up to 10 million riyals and imprisonment) for actions that incite tribalism. This indicates the seriousness with which the state takes the issue.
    1. Progress in Addressing Discrimination:
    • The text acknowledges past instances of “scientific, professional and geographical racism” where individuals from tribal backgrounds faced discrimination in education and employment.
    • However, it notes that, under the leadership of King Salman bin Abdulaziz and Crown Prince Mohammed bin Salman, discrimination based on tribal affiliation has been largely eliminated. “the criterion of preference is competence and entitlement, not ethnic affiliation or civilization,”. The text indicates a move towards meritocracy and away from the bias that existed in prior decades.
    1. Persistent Manifestations of Tribalism:
    • Despite the legislative and governmental efforts, the text highlights that tribalistic tendencies are still apparent in some areas, with about 30 incidents in 2024. This includes the raising of tribal flags on national occasions, tribal themes in “Shila, series and Qalta poetry”, and cafes marketing in tribal names.
    • These “limited” instances demonstrate that there is still a need to continue to work towards a comprehensive national identity. It suggests that the battle to shift the cultural emphasis of citizens away from tribe toward nation is ongoing.
    1. The Potential of Tribal Structures:
    • While acknowledging the negative impacts of tribalism, Saudi sociologists recognize that tribes “include a set of values ​​that can be built upon, especially in strengthening national unity, and in blood issues.”
    • The text suggests the need to transform tribes into civil society institutions, leveraging their existing social frameworks for positive purposes. This signals a move to integrate, not abolish, tribal structures.

    Conclusion:

    The provided text offers a nuanced perspective on the issue of tribalism in Saudi Arabia. It acknowledges the deep historical roots of tribalism, its challenges to social cohesion and progress, and the government’s multi-pronged approach to managing and reforming it. Despite progress, there is an ongoing need to actively shape cultural norms and prevent the resurgence of tribalistic sentiments, as the Saudi state continues to aim for a unified national identity, in the context of the “modern civilization and Vision 2030.” The suggestion that tribal structures can evolve into civil society institutions points towards a future in which tribal values and the national identity can exist in harmony.

    Tribalism and National Identity in Saudi Arabia

    FAQ: Tribalism and National Identity in Saudi Arabia

    1. How do Saudi sociologists view the potential role of tribes in modern Saudi society?
    2. Saudi sociologists see tribes as having the potential to transform into civil society institutions. They believe that tribes possess a set of values that can be leveraged to strengthen national unity and resolve issues related to blood feuds. Furthermore, they see tribes, as a way of thinking, as playing an important role in refining the behavior of their members. This suggests a view of tribes not as relics of the past but as potential contributors to a more cohesive and civil society.
    3. What negative impacts has tribalism had on social development in Saudi Arabia?
    4. Tribal pride and fanaticism have been identified as obstacles to social development. The focus on tribal prestige and the desire to demonstrate superiority over other tribes have been linked to negative effects. Examples like the once-individual tribal camel beauty pageants, which incited tribal fanaticism, illustrate this. The desire for tribal superiority was identified as a primary source of these issues.
    5. How has the Saudi government addressed the issue of tribal fanaticism, particularly in the context of camel beauty pageants?
    6. The Saudi government has taken steps to address tribal fanaticism by taking control of the camel beauty pageant. The individual tribal pageants were replaced with the state-sponsored King Abdulaziz Camel Festival. This festival aims to foster a comprehensive national identity, replacing tribal biases, and aligning with the requirements of modern civilization and the nation’s Vision 2030 plan. This is a clear attempt to channel tribal pride into a more unified national expression.
    7. How has the Saudi government addressed issues of tribal-based discrimination in professional and educational settings?
    8. In the past, the sons of tribes faced scientific, professional, and geographical racism within government institutions. However, under the current leadership of King Salman bin Abdulaziz and Crown Prince Mohammed bin Salman, this discriminatory preference has been largely eradicated. Competence and merit are now the primary criteria, rather than ethnic affiliation or social status.
    9. Is tribalism a phenomenon unique to Saudi Arabia?
    10. No, tribalism is not unique to Saudi Arabia. It is a widespread cultural phenomenon across the Arab world, with significant influence in the Levant and the Maghreb. It plays roles in parliamentary elections in Kuwait and Jordan, controls oil wells in Libya, is a factor in the political landscape of Iraq, and influences political life and appointments in Lebanon. In Yemen, tribal consensus is vital for stability. Thus, tribalism is a regional phenomenon, with different levels of influence and power in different contexts.
    11. How does the role of tribes in Saudi Arabia differ from their role in other parts of the Arab region?
    12. Unlike many other Arab countries, Saudi Arabia’s ruling family does not have traditional tribal links. This allows them to stand at an equal distance from all societal components. The Saudi state, as a state of institutions, has been able to reframe and influence tribal tendencies, promoting individual responsibility and ownership, aligned with the concept of a modern civil state. In other nations, tribes can exert significant influence on political power, access to resources and can be at the heart of conflicts.
    13. What legal measures have been implemented in Saudi Arabia to counter the negative aspects of tribalism?
    14. Saudi Arabia has enacted several laws and regulations to control negative aspects of tribalism, such as Articles of the Basic Law of Governance, the Criminal Procedures Law, the Audiovisual Media Law, and the Anti-Cybercrime Law. These laws impose penalties for actions that incite tribalism or discrimination, including imprisonment, fines, and suspension of professional licenses. These measures indicate a serious commitment to combatting any tribal influence that undermines national unity.
    15. What types of actions still exemplify tribal biases in Saudi Arabia, and how are they being addressed?
    16. Despite legislation, tribal biases still surface in some instances, albeit limited in scope. These include actions like raising tribal flags on national occasions, tribal affiliations in talk shows, and the marketing of businesses using tribal names, and tribal influences in cultural productions like Shila, series and Qalta poetry. To counter this, there is a push to create a national plan that utilizes education and media to promote national unity and control these actions. In addition, sociologists seek to transform tribes into civil society institutions that align with national goals.

    Tribalism in Saudi Arabia

    Tribalism in Saudi Arabia is a complex issue with historical roots and modern manifestations [1, 2]. Here’s a breakdown of key points from the sources:

    • Historical Context: Tribalism is not a new phenomenon, existing before Islam and causing wars that lasted for centuries [2]. Examples include the Dahis and Ghabra war, the Basus war, the Fijar war, and the Baath war [2].
    • Tribalism and Social Development: Some Saudi studies have found that tribal pride and fanaticism can hinder social development, stemming from a desire to show superiority over other tribes [1]. Camel beauty pageants, which were once held individually by tribes, were seen as a cause for inciting tribal fanaticism [1]. The state intervened to hold the camel beauty pageant festival under the umbrella of the state, replacing tribal biases with a comprehensive national identity [1].
    • Transformation of Tribes: Saudi sociologists believe that tribes should be transformed into civil society institutions, leveraging their existing values to strengthen national unity [1, 3]. They also believe that tribes play an important and decisive role in refining the behavior of their sons [1, 3].
    • Tribalism in the Region: Tribal culture is not unique to Saudi Arabia, being present and influential in the Levant and the Maghreb [2]. It also plays a significant role in parliamentary elections in Kuwait and Jordan [2]. In other countries, it has a significant impact on political and economic issues. For example, tribes in Libya control oil wells, and in Iraq, they are a key part of the political landscape [2]. In Lebanon, tribalism is present in family and religious sects [2]. In Yemen, stability is tied to understanding and cooperation with tribes [2].
    • Government efforts to control Tribalism: The Saudi ruling house is not linked to a traditional tribe, allowing it to stand at an equal distance from all components of Saudi society [4]. The government seeks to enhance individual ownership and responsibility, regardless of tribal affiliation [4]. The state is working to reformulate tribal tendencies by influencing and framing it to be in line with the national narrative [4].
    • Legislative Measures: There are regulations in place to control negative aspects of tribalism [3]. These measures, controlled by the Basic Law of Governance, the Criminal Procedures Law, the Audiovisual Media Law, and the Anti-Cybercrime Law, include penalties like imprisonment, fines, and license suspensions [3].
    • Contemporary Manifestations: Despite the government’s efforts, individual actions that reflect tribalism still occur [3]. These include: raising tribal flags on national occasions, tribal themes in media, and marketing businesses with tribal names [3]. There have been about 30 incidents monitored in 2024 [3].
    • Combating negative aspects of Tribalism: The legislative aspect is comprehensive, but further work on the social level, in education and media is required [3]. This includes working on a national plan to control negative aspects of tribalism [3].
    • Positive Aspects: The tribes have a set of values ​​that can be built upon, especially in strengthening national unity [1, 3]. There has also been a shift in preferences with competency and entitlement being the main criteria, not ethnic affiliation, civilization, or social status [5].

    Transforming Tribal Structures in Saudi Arabia

    Transforming tribal structures in Saudi Arabia is a key focus of the government and sociologists, aiming to harness the positive aspects of tribalism while mitigating its negative impacts [1, 2]. Here’s a breakdown of the transformation efforts based on the sources:

    • Civil Society Institutions: Saudi sociologists advocate for transforming tribes into civil society institutions [1, 2]. This is because tribes possess values that can be leveraged to strengthen national unity and address issues, particularly blood feuds [1]. The tribal way of thinking is seen as a means of refining the behavior of its members [1].
    • Shifting from Tribal Bias to National Identity: The state is actively working to replace tribal biases with a comprehensive national identity, aligning with the requirements of modern civilization and Vision 2030 [1]. The King Abdulaziz Camel Festival is an example of how the state has taken over an event that was once cause for tribal conflict, replacing it with a national identity [1]. The state aims to move away from tribalism by promoting a national narrative where every citizen has equal standing [3].
    • Promoting Individual Responsibility: The Saudi government is working to enhance individual ownership and a person’s responsibility for their actions, irrespective of their tribal affiliation [3]. The state wants to move away from the idea of “Labbat”, or tribal affiliation, and focus on the individual as a part of the nation [3].
    • Addressing Negative Aspects: The government recognizes that tribal pride and fanaticism can hinder social development [1]. In the past, some members of government institutions exhibited racism against members of tribes. However, in the present time, competence and entitlement are the main criteria of preference, not ethnic affiliation or social status [4]. The state acknowledges that tribal actions still occur but are limited and works to address them via education and media [2].
    • Legislative Measures: The government is using regulations to control the negative aspects of tribalism [2]. These include imprisonment, fines, and license suspensions for those who violate the laws [2]. The laws are comprehensive, however, further work on the social level is required to control negative actions [2].
    • Government’s Unique Position: The Saudi ruling house is not connected to any traditional tribe and views itself as equal to all members of society, giving it the ability to stand at an equal distance from all components of Saudi society [3]. This allows the government to work to influence and frame the tribal tendencies in society [3].

    In summary, the transformation of tribal structures involves leveraging the positive aspects of tribal values for national unity, while actively working to mitigate negative effects like fanaticism and discrimination. The government is using a combination of legislative measures, cultural events, and a national narrative to promote individual responsibility and national unity over tribal affiliations.

    National Unity in Saudi Arabia

    National unity and identity are central themes in the context of tribalism in Saudi Arabia, with the government actively working to foster a cohesive national identity that transcends tribal affiliations [1, 2]. Here’s a breakdown of how national unity and identity are addressed in the sources:

    • Overcoming Tribalism: The sources indicate that tribal pride and fanaticism are seen as obstacles to social development, stemming from a desire to show superiority over other tribes [1]. To combat this, the Saudi state is actively promoting a comprehensive national identity to replace tribal biases [1].
    • State’s Role in Fostering National Unity:
    • The Saudi ruling house is not linked to a traditional tribe, positioning itself as a unifying force [2]. This allows it to stand at an equal distance from all components of Saudi society [2].
    • The government aims to reformulate and influence tribal tendencies and to frame them in the context of a national narrative, much like other immigrant societies like Canada, the United States, and Australia [2].
    • The state enhances individual ownership and responsibility for actions, irrespective of tribal affiliation [2]. This is a key step in building a sense of national identity that goes beyond tribal loyalties [2].
    • The government is working to promote competence and entitlement as the main criteria of preference, not ethnic affiliation or social status, in order to establish national unity [3].
    • Cultural Events and National Identity:
    • Camel beauty pageants, once a source of tribal conflict, have been transformed into the King Abdulaziz Camel Festival. This festival promotes a comprehensive national identity, replacing tribal biases with a unified national event [1]. The state intervention in the camel beauty pageant demonstrates how it’s trying to build national unity [1].
    • Legislative Measures for National Unity:
    • The Saudi government has implemented regulations to control negative aspects of tribalism that can undermine national unity [4]. These measures, including imprisonment and fines, aim to curb actions that promote tribalism over national identity [4].
    • The laws are comprehensive, but there is also a need for more work on a social level, in education and media, to promote national unity [4].
    • Tribal Values and National Unity:
    • Saudi sociologists believe that the values within tribes can be used to strengthen national unity [1, 4]. They advocate for transforming tribes into civil society institutions that can contribute positively to the broader society and promote national unity [1, 4].
    • Tribes are seen as playing an important and decisive role in refining the behavior of their members [1, 4]. This function can contribute to a more cohesive and unified society when framed in a national context [1, 4].
    • Challenges to National Unity: Despite efforts, there are still individual actions that reflect tribalism, such as raising tribal flags on national occasions or marketing businesses with tribal names [4]. These instances highlight the ongoing need for a national plan to control and address these actions [4].

    In summary, the pursuit of national unity and identity in Saudi Arabia involves a multi-pronged approach. It includes the transformation of tribal structures, the promotion of a national narrative, and the implementation of legislative measures. While there are still challenges, the state is actively working to create a unified national identity that transcends tribalism, drawing on the positive values of tribes while mitigating their negative effects.

    Combating Tribalism in Saudi Arabia

    The legal framework in Saudi Arabia plays a crucial role in controlling and mitigating the negative aspects of tribalism, and it aims to promote national unity and a unified national identity. Here’s a breakdown of the legal measures based on the sources:

    • Comprehensive Regulations: The Saudi government has implemented a set of regulations to control tribalism. These are primarily controlled by:
    • Article 12 of the Basic Law of Governance [1]
    • Articles 15 and 17 of the Criminal Procedures Law [1]
    • Articles 5 and 17 of the Audiovisual Media Law [1]
    • Article 6 of the Anti-Cybercrime Law [1] These laws form the basis for addressing actions related to tribalism that are deemed harmful to national unity [1].
    • Penalties: Violations of these laws can lead to significant penalties, which are both administrative and criminal. These penalties include:
    • Imprisonment: A period of one to five years [1]
    • Fines: A minimum of 500,000 riyals (approximately $134,000) and a maximum of 10 million riyals (approximately $2,667,000) [1]
    • Professional Suspension: Suspension from practicing a profession for up to six months for media-related violations [1]
    • License Cancellation: Cancellation of licenses for media-related violations [1]
    • Focus on Media: The regulations specifically target media, reflecting the government’s concern over the potential for media to incite tribalism or division [1]. The penalties related to media demonstrate the effort to control the spread of tribal sentiments that go against the national narrative [1].
    • Addressing Contemporary Manifestations: Despite the comprehensive legislative measures, some individual actions that reflect tribalism still occur, though they are limited [1]. The government has monitored about 30 incidents in 2024 [1]. These include:
    • Raising tribal flags on national occasions such as National Day and Founding Day [1]
    • Tribal themes in media such as talk shows interested in the Al-Mazain Festival, in some Shila, series, and Qalta poetry [1]
    • Marketing businesses, such as cafes, with tribal names [1] These incidents highlight that the legal framework is in place, but there is an ongoing need for further work on a national level [1].
    • Legislative Adequacy: The sources state that the legislative aspect of controlling tribalism is comprehensive, suggesting that the existing laws are robust [1]. However, there is also recognition that these laws must be supported with efforts at the social level, in education and the media [1].
    • National Plan: The limited instances of tribal actions highlight the need for a national plan to control them on the social level, in education, and media. The legal framework provides the tools, but the sources emphasize the need for continued effort [1].

    In summary, the legal framework in Saudi Arabia is designed to deter tribalism through a combination of regulations and penalties. While the existing laws are considered comprehensive, there is an emphasis on the need for more work on the social level to reinforce national unity and counter actions that promote tribalism.

    Modernization and Tribalism in Saudi Arabia

    Modernization and tribal culture in Saudi Arabia represent a complex interplay, with the government actively seeking to integrate traditional tribal structures into a modern, unified nation. Here’s a breakdown of this dynamic based on the sources:

    • Transformation of Tribal Structures: Saudi sociologists advocate for transforming tribes into civil society institutions, recognizing that tribes possess values that can be leveraged to strengthen national unity [1, 2]. This transformation involves building upon positive tribal values, especially in strengthening national unity, while mitigating negative aspects [1, 2].
    • Shifting from Tribal to National Identity: A key aspect of modernization is the conscious effort to replace tribal biases with a comprehensive national identity [1]. This shift is aligned with the goals of modern civilization and Saudi Vision 2030 [1]. The government is working to move beyond tribalism, promoting a national narrative where every citizen has equal standing [3].
    • Government’s Role: The Saudi ruling house is not linked to any specific tribe and views itself as equal to all members of society, thus giving it the ability to stand at an equal distance from all components of Saudi society [3]. This allows the government to influence and frame tribal tendencies in the context of national unity [3].
    • Individual Responsibility: Modernization efforts in Saudi Arabia emphasize individual ownership and responsibility for actions, regardless of tribal affiliation [3]. This focus on the individual aims to move beyond tribal loyalties and create a society where merit and competence are valued [3, 4].
    • Addressing Negative Aspects: The government recognizes that tribal pride and fanaticism can hinder social development [1]. In the past, some members of government institutions exhibited racism against members of tribes [4]. However, in the present time, competence and entitlement are the main criteria of preference, not ethnic affiliation or social status [4].
    • Cultural Events: The King Abdulaziz Camel Festival is an example of how the state has taken over an event that was once a source of tribal conflict, replacing it with a national identity [1]. This festival demonstrates how cultural events can be used to promote modernization and national unity over tribal biases [1].
    • Legislative Measures: The government has implemented a comprehensive set of regulations to control negative aspects of tribalism that can undermine national unity [2]. These laws include penalties like imprisonment and fines for violations [2]. The sources indicate that the legislative measures in place are comprehensive, but there is a need to reinforce those measures on a social level with education and media [2].
    • Challenges to Modernization: Despite these efforts, some individual actions that reflect tribalism still occur [2]. Examples include raising tribal flags on national occasions or marketing businesses with tribal names [2]. These instances highlight the need for a continued effort to control these actions [2].
    • Tribalism Beyond Saudi Arabia: It is important to note that the influence of tribalism is not unique to Saudi Arabia, as it is present and influential in the Levant and the Maghreb, and it plays an important role in parliamentary elections in the states of Kuwait and Jordan [5]. The sources note that in current Libya, the tribe controls some oil wells, and has geographical influence and borders. In post-Saddam Iraq, the tribe has become a difficult number in the political equation. In Lebanon, the tribe is present in the family and in the religious sect, and both of them influence political life and the appointment of people. Stability cannot be achieved and life cannot continue in Yemen except by understanding with the tribe and obtaining its blessing, or buying its silence [5].

    In summary, modernization in Saudi Arabia involves a complex and deliberate effort to integrate tribal culture into a unified national framework. The government is actively working to mitigate the negative aspects of tribalism while leveraging the positive values for national unity. This process involves a combination of legal measures, cultural shifts, and the promotion of a comprehensive national identity, although challenges still exist.

    By Amjad Izhar
    Contact: amjad.izhar@gmail.com
    https://amjadizhar.blog

  • Bertrand Russell’s Basic Writings

    Bertrand Russell’s Basic Writings

    This compilation offers a broad overview of Bertrand Russell’s philosophical perspectives across various domains. The text highlights Russell’s examination of international relations and the challenges of power, particularly in the nuclear age, alongside his reflections on the nature of human understanding and the limitations of knowledge based solely on experience. It explores his thoughts on the role of science in society and its impact on values, while also detailing his critiques of traditional religious beliefs and metaphysical concepts like substance and sin. Additionally, the source touches upon his views on education and its potential to cultivate independent thought and a global perspective, contrasting this with systems focused on obedience and uniformity.

    Russell on War and Peace

    Based on the provided sources, Bertrand Russell extensively discussed international affairs, particularly focusing on the causes of conflict and the potential paths to achieving lasting peace in the modern world. His analysis draws heavily on psychology, history, and the implications of scientific advancements, especially in weaponry.

    Here are some key points regarding international affairs from the sources:

    • Russell as an Analyst of International Affairs: Part XVII of “The Basic Writings of Bertrand Russell” is specifically dedicated to “The Analyst of International Affairs”. Russell is described as having lectured on four continents and writing informatively and critically about different civilizations, including after visits to Russia and China. He brings his critical acumen to bear on the practical import of political theories in the daily political scene. Analyzing world problems in the second half of the twentieth century is complex due to the turbulence of the period and the unpredictability of human behaviour; mistakes in international affairs today could result in the destruction of civilization.
    • The Danger of War: Russell considered the prevention of war to be imperative for the continuation of civilized life and perhaps any kind of life. The First World War gave a new direction to his interests, absorbing him along with the problem of preventing future wars. He viewed the First World War as a folly and a crime by all involved powers. The Second World War, which he thought necessary, was seen as an outcome of the first, leading to Russian Communism, Italian Fascism, German Nazism, and a chaotic, unstable world with the prospect of further carnage. He believed that if Britain had remained neutral in the first war, it would have been short, Germany would have won, America would not have been involved, Britain would have remained strong, and Russia might not have had the Communist Revolution. War is described as a geographical phenomenon.
    • Causes of International Conflict:
    • Psychological Factors: Russell thought that current discussions of politics and political theory insufficiently accounted for psychology. He identified fear and hate as two closely related passions prevalent in human beings. It is normal to hate what is feared, and frequently to fear what is hated. This primitive mechanism controls the instinctive reaction to foreign nations, viewing all foreigners as the savage regards a member of another herd. People love those who hate their enemies, and without enemies, there would be very few people to love. The conquest of fear is very important, as fear is degrading, becomes an obsession, produces hate, and leads to excesses of cruelty. Fear, at present, overshadows the world, driven by weapons like the atom bomb and bacterial bomb, making world leaders tremble and driving men towards disaster.
    • Herd Mentality and Ideologies: Politics is concerned with herds rather than individuals, and important political passions are those where members of a herd can feel alike. The instinctive mechanism for political structures is co-operation within the herd and hostility towards other herds. Ideologies, such as Communism and Capitalism, are seen as ways of grouping people, with the involved passions being those between rival groups. While reasons like property, religion, democracy, and liberty are given for hating Communists, Russell suggested these are not the real grounds; the real reason is fear and the threat they pose. Ideologies are fundamentally a method by which herds are created, and the psychology is similar regardless of how the herd is generated. The world is currently obsessed by the conflict of rival ideologies.
    • Nationalism and Fanaticism: Russell strongly opposed militant nationalism. Education, particularly the teaching of history, is used by states to promote national pride through distortions and suppressions. The false ideas taught encourage strife and bigoted nationalism. In totalitarian countries, education instils fanatical bigots ignorant of the outside world and unaccustomed to free discussion. Fanatical nationalism was most emphasized in teaching the young in countries like Nazi Germany and Russia, making men of different countries lack common ground and preventing a conception of common civilization. The decay of cultural internationalism has increased since WWI, with a tendency to prioritize nationality over competence in appointments. Nationalist propaganda, in any violent form, would have to be illegal in a better future world, and children should not be taught to hate and despise foreign nations. Nationalist and theological fanaticism is identified as one of the great dangers of our time.
    • Economic Factors: Marx regarded economic conflicts as always between classes, but Russell noted that most have been between races or nations. While conflicts between nations are largely economic, the grouping by nations has non-economic causes. Economic interdependence is greater than ever, but instead of producing friendliness, it tends to cause hostility due to the system of private profit and separate national sovereignties. Economic issues are subordinate to politics.
    • Clash of Interests: Genuine clashes exist between interests of different parts of the world, regarded as vital enough to fight over. These conflicts centre around population, race, and creed. For example, the issue between Communism and Capitalism is unlikely to be settled peaceably.
    • Proposed Solutions and Paths to Peace:
    • World Government: Russell argued that the world can only be made safe from war through the creation of a single world-wide authority possessing a monopoly of major weapons. This international authority is seen as the most important reform from an educational and every other point of view. This authority must have a monopoly of major weapons and adequate loyal armed forces. It would proclaim rules, such as requiring states to submit to its decisions in disputes, and using force against any state employing force against another. While it might originate from consent and conquest, it cannot be stable until every important country has a nearly stationary population.
    • Internationalist Education: Education should be reformed to promote international cooperation. Schools should teach world history from an impartial point of view, using textbooks free from national bias. Children should learn about the interdependence of groups and the importance of cooperation. A new morality of growth and mutual adaptation should replace the older morality of prohibitions and conflicts. Teachers have a crucial role in conveying an understanding of the world in time and space, seeing their country as one among many with equal rights, and recognizing the value of those who have contributed positively to human life. They should help students develop skills in detecting bias, such as by comparing different newspapers’ accounts of events.
    • Addressing Underlying Issues: Progress requires the utmost scope for personal initiative compatible with social order, while security and justice require centralized control, ideally a world government. Devoluting authority can help balance these aims. Cultural matters require diversity and independence from the state. Economic welfare in Asia and Africa is necessary to prevent envy and destructiveness towards the West. Raising the standard of life requires not only investment and modernization but also population limitation. Overcoming the suspicion of white imperialism requires time, patience, and honesty.
    • Direct Communication and Conferences: Given the disastrous nature of a great war for all involved, Russell suggested that both sides have a common interest in avoiding it. He proposed a conference of all great powers solely focused on the destruction to be expected in a new world war, strictly forbidding boasting or suggestions of concessions. The sole business should be to draw up an authoritative statement of expected sufferings. Such a conference might generate mutual belief that the other side is aware of the inevitable evils and is unlikely to start a war unless compelled.
    • Role of Neutrals: Since neither major power feels it can express a desire for accommodation without appearing weak, neutrals can play a vital role. Neutrals could combine to draw up a document detailing the destructive effects of war, inviting comments from both sides. If they admit the justice of the report to neutrals, it’s a small step to admit it to each other. Neutrals have the paramount duty to promote accommodation to ensure their own survival.
    • Role of Scientists: Scientists, whose labours created the danger of modern warfare, have a difficult but imperative duty to enlighten mankind about the perils of war and devise methods for prevention. Their loyalty should shift from their state to the human race.
    • Open Letter to Leaders: Russell directly appealed to the heads of the two most powerful countries, Eisenhower and Khrushchev, highlighting their power for good or evil. He emphasized the matters where Russian and American interests coincide, such as the danger of unrestricted nuclear weapon diffusion, the immense waste of resources on arms, and the shared interest in survival. He urged them to meet and discuss the conditions of co-existence, seeking agreements to diminish strife rather than gaining advantages.
    • Abandoning Force and Hostility: The waste, fear, and despair are unnecessary; what is required is for East and West to recognize their respective rights and substitute argument for force in spreading ideologies. It is not necessary to abandon one’s creed, only the attempt to spread it by force of arms. The present hostility is harmful not only materially but also morally and emotionally, leading to a dreadful mentality focused on mutual destruction. The plainest self-interest makes it imperative to abandon war or the threat of war as a means of settling differences.
    • Challenges to Achieving Peace:
    • Obstacles to international authority are formidable, especially issues like Communism vs. Capitalism.
    • Resolving historical grievances (e.g., Germany, France) and achieving independence for nations (e.g., India, China) are significant hurdles.
    • Organized disharmony between nations and classes prevents humanity from enjoying the benefits of science and technical skill.
    • The world’s problems stem from passions and emotional habits instilled in youth, leading to destructive impulses. Religion, sex education, nationalism, class feeling, and competition all contribute to social disaster.
    • Mutual distrust between East and West is a major obstacle.
    • Political obstacles exist on both sides of the Iron Curtain regarding emphasizing the destructive nature of war, as neither side wants to appear weak. The situation is likened to duellists who fear death but dare not say so.
    • The policy of “brinkmanship” is seen as an alternative to surrender, but one that risks mutual destruction.

    In conclusion, Russell believed that the advent of scientific warfare, particularly nuclear weapons, had made war an existential threat. He argued that psychological factors, nationalism, conflicting ideologies, and economic issues all contribute to international conflict. His proposed solutions included a world government with a monopoly on force, a fundamental reform of education to promote internationalism, addressing global issues like population and poverty, and direct communication between powers focusing on the shared disaster of war. He stressed that survival is the paramount common interest in the nuclear age and that only by abandoning force and cultivating cooperation can mankind achieve a vastly better world.

    Bertrand Russell’s Philosophy of Religion

    Based on the provided sources, Bertrand Russell’s views on the philosophy of religion are discussed in several sections, reflecting a topic that engaged his attention throughout his life.

    Russell’s Personal Journey and Agnosticism:

    • Russell’s interest in religion began in boyhood. He recounts starting philosophical speculations, particularly on religious problems, at the age of fifteen and secretly writing his thoughts in a journal.
    • Reading John Stuart Mill’s Autobiography led him to lose his belief in God. Mill’s father’s argument, that if everything requires a cause, then God must too, challenged the first-cause argument which Russell had previously accepted.
    • Newly without religious belief, he found that a majority at Cambridge shared his view, to his surprise and delight. For a period, influenced by his love for Lady Ottoline Morrell, he expressed interest in mystical religion, resulting in the essay ‘The Essence of Religion’. After this period, he returned to his usual agnosticism.
    • In 1927, he delivered his lecture, ‘Why I Am Not a Christian’, which is reprinted in the sources and is said to have shocked theologians. This was followed by other critical essays on established religion.
    • Russell defines an agnostic as someone who holds that there is no way of knowing whether God or a future life exists or not. He explicitly states why he is not a Christian, which involves two main points: why he does not believe in God and immortality, and why he does not believe Christ was the best and wisest of men, although granting him high moral goodness.
    • He notes that the Catholic Church dogmatically states that the existence of God can be proved by unaided reason.

    Criticisms of Traditional, Dogmatic Religion:

    • Russell argues that traditional religions often rely on dogma and appeal to authority or tradition rather than reason or empirical evidence. He suggests that historically, philosophy has often arisen as a reaction against scepticism when authority was insufficient to maintain belief, leading to “nominally rational arguments” being invented to achieve the same result, often infecting philosophy with “deep insincerity”.
    • He believes that the dependence of morals upon religion is not as close as religious people think. He distinguishes moral rules with a purely theological basis (like rules about godparents marrying) from those with an obvious basis in social utility.
    • Russell contends that dogmatic belief can sanctify cruel passions and enable people to indulge them without remorse, citing persecutions in Christendom as an example. He argues that kindliness and tolerance prevail as dogmatic belief decays, attributing the increased tolerance among modern Christians mainly to the work of free-thinkers who have made dogmatists less dogmatic. He compares the persecuting character of present-day Communism to that of Christianity in earlier centuries.
    • He finds an indifference to truth dangerous, particularly when arguments for religion are based on social utility rather than truth. He states that when any belief is considered important for reasons other than its truth, it leads to evils like discouraging inquiry, falsifying historical records, and eventually considering unorthodoxy a crime. He respects those who argue religion is true and should be believed but finds “profound moral reprobation” for those who say it should be believed because it is useful and dismiss asking if it is true.
    • He mentions St Thomas Aquinas, the official philosopher of the Catholic Church, as a figure who sought to adapt Aristotle’s philosophy to Christian dogma. Russell notes Aquinas’s detailed discussion of issues like the resurrection of bodies eaten by cannibals and the transmission of original sin. He criticizes Aquinas for not following the argument wherever it leads, but rather starting with conclusions given by the Catholic faith and finding arguments to support them, which Russell considers “special pleading” rather than genuine philosophy.

    “The Essence of Religion” and Religion Without Dogma:

    • In his essay “The Essence of Religion,” written during a period when he professed interest in mystical religion, Russell explores the possibility of religion without dogma.
    • He notes the decay of traditional religious beliefs but argues that the question of the place of religion remains. He suggests that dogmas were valued because they were believed to facilitate a certain attitude: living “in the whole,” free from the self’s finiteness and the “tyranny of desire and daily cares”. Such a life, he argues, is possible without dogma and should not be lost by those who find traditional beliefs incredible.
    • He describes this essential religious experience as one of “sudden wisdom”. Mysticism interprets this as contact with a deeper, more unified world, viewing evils as illusions. However, Russell believes this diminishes the experience. Instead, the “quality of infinity” comes from a different way of regarding the same objects—a more impersonal, vast, love-filled contemplation than viewing things based on personal purposes. This beauty and peace are found in the everyday world, viewed by a “universal soul,” with action inspired by its vision. Evils are not illusions, but the universal soul finds love that overcomes imperfections.
    • The loss of dogma makes religions resting on it precarious for many whose nature is religious, leading them to lose the sense of the whole and the “inexplicable sense of union” that gives rise to compassion and service.
    • Russell posits that it is important to preserve religion without dependence on dogmas that are intellectually difficult to accept.
    • He describes three essential elements of religion: worship, acquiescence, and love.
    • Worship: Evolves from fear-inspired worship to contemplation with joy, reverence, and a sense of mystery. The worship of the ideal good brings joy but also pain from the world’s imperfection, leading to a sense of exile. Worship must also be given to what exists, requiring an impartial emotion without judgment of goodness, finding mystery and joy in all existence and bringing “love to all that has life”. This impartial worship is independent of dogma and does not require the belief that the universe is good or one.
    • Acquiescence: Involves accepting the inevitable and fundamental evils, not as good, but without allowing them to prevent “impartial contemplation” and “universal love and worship”. It requires moral discipline and suppression of self.
    • Love: Includes both worship of the ideal good (like love of God in theistic religion) and love of man (service). Worship of good guides love of man and inspires compassion by showing the potential of human life versus its reality. Acquiescence helps love of man by removing anger, indignation, and strife.
    • These three elements are interconnected and form a unity that can exist without dogma.
    • Religion derives its power from the sense of union with the universe. Union achieved by assimilating the universe to our concept of good (e.g., God is love) is precarious due to the decay of traditional belief. A new mode of union must ask nothing of the world and depend only on ourselves, achievable through impartial worship and universal love, which ignore good and bad.
    • This form of religion is freed from the endeavor to impose self upon the world and relies on subordination of the finite part of life to the infinite part. The “animal being” (instinct, welfare of body/descendants) is good or bad only as it helps or hinders the “universal or divine being” in its search for union.
    • Union with the world, where the soul finds freedom, occurs in three ways: in thought (knowledge), in feeling (love), and in will (service). Disunion is error, hatred, and strife, caused by insistent instinct. Union is promoted by the combination of knowledge, love, and consequent service, which is wisdom.

    Russell’s Preference for Buddhism:

    • When asked about which existing religion he most respects, Russell names Buddhism, especially its earliest forms, because it has had the smallest element of persecution.

    Russell’s Theory of Knowledge

    Based on the sources, Bertrand Russell dedicated considerable attention to the Theory of Knowledge, viewing it as a complex field intertwined with psychology, logic, and the physical sciences. His engagement with this area evolved throughout his career, reflecting a dynamic process of continued reflection. Russell saw theory of knowledge as one of the primary sources of the “new philosophy” of logical analysis, which he helped develop.

    A fundamental distinction in Russell’s theory of knowledge is between Knowledge by Acquaintance and Knowledge by Description.

    • Knowledge by Acquaintance is direct awareness of something, without inference or needing knowledge of truths about it. The most obvious examples are sense-data, such as the colour or shape of an object you are seeing. We are immediately conscious of these just as they are. Another kind of thing we are acquainted with are universals, which are general ideas like whiteness, diversity, or brotherhood; being aware of universals is called conceiving. According to Russell, all our knowledge rests upon acquaintance as its foundation.
    • Knowledge by Description occurs when we know that a specific object exists, and know truths about it based on a description (a phrase like “the so-and-so,” meaning there is one object with a certain property), but we are not directly acquainted with that object. For instance, our knowledge of a physical object like a table is typically knowledge by description, obtained through acquaintance with the sense-data it causes. Similarly, we have knowledge by description of historical figures like the man with the iron mask or Julius Caesar, as we are not acquainted with them directly but know them through descriptions (“the man who was assassinated on the Ides of March,” or even just “the man whose name was Julius Caesar”). Knowledge by description always involves some knowledge of truths as its source, and any proposition we can understand must ultimately be composed of constituents with which we are acquainted. The chief importance of this type of knowledge is that it allows us to extend our knowledge beyond the narrow limits of our personal, immediate experience.

    Regarding the sources of knowledge, Russell notes that beyond immediate acquaintance, we must use general principles to draw inferences from our data (sense-data and ourselves) to learn about things we don’t directly experience, such as matter, other people, or the past and future. Perception is a source of knowledge, although it can also lead to error if one is logically careless. Memory provides knowledge of past sense-data.

    The inductive principle is central to extending knowledge beyond direct experience. This principle is the basis for believing general principles of science like the reign of law or causality. Belief in these principles stems from observing innumerable past instances of their truth, but this provides no evidence for their truth in the future unless the inductive principle itself is assumed. The existence and justification of such beliefs, which experience can neither confirm nor refute, pose significant problems in philosophy. The logical problem of induction is to show how knowledge of past instances can make future generalizations probable.

    Russell distinguishes between empirical propositions, which are known through studying actual facts (like Socrates being a man), and logical propositions (or pure mathematics), which can be known a priori, without needing to appeal to experience. Logical propositions are characterized by being “analytic” or “tautological,” expressible wholly in terms of variables and logical constants.

    Russell is critical of certain approaches to theory of knowledge:

    • He argues against the over-emphasis on “experience” found in some philosophies, particularly idealism and certain forms of empiricism. He believes philosophers sometimes become “artificially stupid” by asserting that only what is experienced can be known, when in fact, we routinely accept propositions about unexperienced things.
    • He disagrees with the view, influenced by Kantian idealism, that knowledge necessarily modifies the object known. The “new philosophy” (logical analysis) maintains that knowledge, as a rule, makes no difference to what is known, and there is no reason why things cannot exist without being known.
    • He classifies philosophers based on their view of the relation between words and non-verbal facts, being critical of those who infer properties of the world solely from language or claim knowledge is only of words. However, he believes studying language, like syntax, can yield knowledge about the world’s structure.
    • Russell offers a strong critique of Pragmatism and Instrumentalism, particularly as developed by John Dewey. He rejects the substitution of “utility” or “warranted assertibility” for the traditional concept of “truth”. He sees Dewey’s view of “inquiry” as starting in doubt and ending in removing doubt as problematic, suggesting it could lead to a lack of objective standards. Russell views this philosophy as potentially aligning with a desire for power rather than a disinterested search for truth, as it focuses on changing the world (technique/utility) rather than understanding it. He suggests pragmatism could lead to justifying the use of force to establish “truth”.

    Russell also considers a behaviourist perspective on knowledge. From this viewpoint, knowledge is seen as a characteristic of the stimulus-reaction process, exhibited in certain responses to the environment. Behaviouristically considered, knowledge is closely related to desire, existing in relation to satisfying desire or enabling one to choose the right means to achieve ends. It’s a matter of degree. This perspective is useful when studying human behaviour externally but is not presented as a complete account of knowledge.

    Regarding certainty and doubt, Russell’s position is characterized as being halfway between dogma and scepticism. He holds that almost all knowledge is doubtful to some degree, with the exception of pure mathematics and present sense-perception. Doubtfulness is a matter of degree. While acknowledging complete scepticism as a possible philosophy, he dismisses it as uninteresting due to its simplicity.

    Russell views philosophy as fundamentally one with science when it comes to what can be known, differing primarily in the generality of its problems. All knowledge that can be known, can be known through scientific methods. Scientific theories are seen as tentative, useful hypotheses rather than immutably perfect truths. However, he also points out that science alone cannot address questions of ultimate value. Russell reprobates the historical tendency of philosophers to blend theories of the world with ethical doctrines, allowing desires for edification or virtue to bias their search for truth. A true philosopher seeks truth disinterestedly, without imposing preconceived limits based on assumed utility or morality.

    Finally, Russell distinguishes wisdom from knowledge alone. While knowledge is an essential ingredient of wisdom, wisdom is a broader synthesis of knowledge, will, and feeling. He rejects the Socratic notion that knowledge alone guarantees virtuous behaviour, noting that immense knowledge could coexist with immense malevolence.

    Bertrand Russell: Power, Politics, and Progress

    Based on the sources provided, Bertrand Russell extensively discussed a range of social and political issues, viewing them as complex areas intertwined with psychology, economics, history, and even philosophy. While he initially pursued philosophy professionally, his interest in politics remained strong throughout his life, influenced by his family background. He saw social reconstruction as a vital, though not strictly “philosophical,” endeavor driven by a desire to improve the state of the world.

    A central theme in Russell’s political theory is the analysis and taming of power. He viewed the love of power, alongside the economic motive, as one of the chief forces in politics. He recognized that while the pursuit of knowledge and scientific technique is often motivated by a love of power, this motive can be either useful or pernicious depending on the social system and individual capacities. The historical struggle between different political systems (democracy, oligarchy, autocracy, etc.) can be seen as various attempts to solve the problem of taming power, a problem he believed had not yet been solved.

    Russell saw the fundamental problem of ethics and politics as finding a way to reconcile the needs of social life with the urgency of individual desires. He noted an age-long battle between those prioritizing social cohesion and those valuing individual initiative. He argued that society should exist to bring a good life to the individuals who compose it, emphasizing that ultimate value is to be sought in individuals, not in the whole. While survival in the modern world requires a great deal of government due to science and technique, the value of survival must come mainly from sources outside government.

    Regarding political systems, Russell believed democracy was an essential part of the solution for taming power, although not a complete solution on its own. He highlighted its “negative merits,” such as preventing certain evils like the oppression of majorities by minorities who hold a monopoly of political power. Democracy, if taken seriously, demands a certain impartiality, and where collective action is necessary, the practicable form of impartiality is the rule of the majority. However, he acknowledged the limitations of democracy in large modern states, where citizens often feel a sense of impotence and ignorance regarding remote political issues, contrasting this with the potentially greater engagement possible in smaller units like the ancient City State or local government. He suggested organizing various interests and representing them in political bargaining as a way to make democracy exist psychologically as well as politically. He noted that victory in every important war since 1700 had gone to the more democratic side. For democracy to succeed, it requires a tolerant spirit, not too much hate or love of violence. He also stressed the need to safeguard individuals and minorities against tyranny even within a democracy.

    Russell was critical of systems that prioritized the whole over the individual. He famously criticized Plato’s Republic as a “totalitarian tract,” where individual happiness doesn’t matter, and the state aims to preserve the status quo through rigid control, censorship, and even infanticide, arguing its persuasive force came from a deceptive blend of aristocratic prejudice and ‘divine philosophy’. Similarly, he found Hegel’s philosophy led to the view that true liberty consists in obedience to arbitrary authority and that war is good. He viewed modern autocracy, as seen in Nazi Germany and Russia, as dangerous, combining rule with a dogmatic creed instilled in the young through repetition and mass hysteria, leading to fanatical bigots incapable of free discussion.

    He also critiqued Marxism on several points. While he acknowledged Marx’s thesis on social units increasing in size with technique and his point that political democracy alone is insufficient if economic power remains oligarchic, he argued that modern followers of Marx had abandoned the demand for a democratic state, concentrating both economic and political power in the hands of an oligarchy more tyrannical than before. He disagreed with Marx’s view that political upheavals are primarily non-mental conflicts driven by the clash between productive forces and modes of production. Russell argued that politics is governed by human desires, which are far more complex than Marx’s assumption that every politically conscious person is solely driven by the desire to increase their share of commodities; motives like power, pride, and the desire for victory also play crucial roles. He suggested that Marxism’s rigidity stemmed from its reliance on an outdated, intellectually optimistic psychology regarding the life of instinct.

    Russell saw a strong connection between education and politics. He argued that almost all education has a political motive, aiming to strengthen a particular group (national, religious, social) in competition with others. Institutions conduct education not for the child’s sake or inward growth, but for maintaining the existing order or promoting worldly success. He criticized the mental habits often instilled, such as obedience, ruthlessness, contempt, and credulity, advocating instead for independence, justice in thought, reverence, and constructive doubt. He viewed State education as necessary but involving significant dangers, exemplified by the enforced dogmas, suppression of free thought, and instillation of fear and subservience seen in totalitarian countries. He believed teachers should be safeguards against such dangers, standing outside party strife, fostering impartial inquiry, and teaching pupils to critically evaluate information, especially from biased sources like newspapers.

    Russell identified several significant dangers and challenges facing society:

    • Fear: He saw fear as a primary driver of harmful political actions and a major obstacle to progress, leading to hate, cruelty, and driving nations towards disaster. Removing mutual distrust was the single condition needed for humanity to rapidly approach a better world.
    • Dogmatism and Fanaticism: He viewed dogmatic political creeds and fanaticism (nationalist, theological) as immense dangers, preventing reasoned discussion and leading to conflict and the suppression of liberty.
    • War: Russell considered war, particularly large-scale scientific warfare, an existential threat to the human race, emphasizing the urgent need for social institutions to make war impossible. He noted the historical pattern of nations cultivating sentiments in the young that make war inevitable, despite knowing its horrors.
    • Power of Technique: While acknowledging the benefits of scientific technique, he also saw its dangers. It contributes to the increasing size and interdependence of social units, making some limitations on individual freedom necessary. It gives rulers increased power over human beings via propaganda and education. It presents challenges like the exhaustion of resources, which politicians are incentivized to ignore for short-term gain. The triumph of technique has shifted the value of science from knowing the world to changing it, a view proclaimed by Marx and adopted widely.
    • Population Problem: He viewed rapid population growth as a critical issue, making the abolition of poverty and excessive work impossible and contributing to international conflicts over resources.
    • Economic Inequality: Significant economic inequality throughout the world fosters envy and hatred, making a stable world government difficult.

    In discussing the relation between morality and social/political life, Russell questioned the traditional dependence of morals on religion, suggesting that some important virtues, like intellectual integrity, are more likely to be found among those who reject dogma. He highlighted a “deep duality” in ethics between the political (Law) and the personal (Prophets), arguing that both civic morality (for community survival) and personal morality (giving value to survival) are equally necessary. He was critical of traditional religious individualism and the conception of virtue as a difficult, negative struggle against natural impulses, suggesting a need for ways of thinking and feeling adapted to the modern world, where individuals are guided away from destructive impulses not by rigid prohibitions but by their own thoughts and feelings.

    Ultimately, despite the dangers and perplexities of the modern world, Russell held out high hopes for the future, believing that humanity is on the threshold of either utter disaster or unprecedented glorious achievements. He suggested that a better world is possible if people can shed dogmatic creeds, use science and technique wisely to provide both opportunity and security, and overcome mutual distrust and destructive passions. He called for a change in outlook, urging calm thought over fear and advocating for a perspective that embraces the whole human race in sympathy.

    Russell: Logic, Mathematics, and Analysis

    Based on the provided sources, Bertrand Russell extensively discussed the relationship between Logic and Mathematics, ultimately arguing for their deep connection and, in a significant sense, their identity.

    Historically, logic and mathematics were seen as entirely distinct studies, with logic linked to Greek philosophy and mathematics to science. However, in modern times, both disciplines developed in ways that brought them closer: logic became more mathematical, and mathematics became more logical. This convergence has made it “wholly impossible to draw a line between the two”. Russell views them as differing only like boy and man, where logic is the youth and mathematics is the manhood. He challenges anyone who disagrees to identify the precise point in the definitions and deductions of Principia Mathematica where logic ends and mathematics begins, suggesting any such answer would be arbitrary.

    A central project in Russell’s work, particularly in the collaborative Principia Mathematica with Alfred North Whitehead, was the demonstration that mathematics is nothing but a prolongation of deductive logic. This project aimed to deduce ordinary mathematics from fundamental logical premises. It sought the greatest possible analysis of ideas and demonstration processes, reducing the number of undefined ideas and undemonstrated propositions to a minimum. The work also aimed for the perfectly precise expression of mathematical propositions in symbols.

    Russell’s interest in this area began early, troubled by the foundations of mathematics since age eleven. He found both Kant’s synthetic a priori and empiricism unsatisfactory for explaining arithmetic. A pivotal moment was his encounter with Peano’s work in 1900, which offered a precision he had not seen before. Mastering Peano’s notation allowed him to invent a notation for relations and, working with Whitehead, rapidly develop the reduction of arithmetic concepts like series, cardinals, and ordinals to logic. Much of this ground had been covered independently by Frege, whose work Russell deeply respected and was influenced by, despite identifying an error in Frege’s premises due to contradictions.

    Symbolic logic, or formal logic, is the study of general types of deduction. Its use of mathematical symbols is described as a convenient but theoretically irrelevant characteristic. The subject gained momentum from recognizing non-syllogistic inferences beyond the traditional syllogism. Russell considered symbolic logic absolutely essential for philosophical logicians and necessary for comprehending and practicing certain branches of mathematics. It investigates the general rules of inference and requires classifying relations or propositions based on the notions these rules introduce, which are the logical constants.

    Logical constants are the fundamental, indefinable notions (Russell suggests around eight or nine) in terms of which all propositions of symbolic logic and mathematics can be stated. Examples include implication between propositions, the relation of a term to a class, the notion of “such that,” the notion of relation, and truth. More broadly, they are what remains constant across a group of propositions that can be transformed into one another by substituting terms, essentially expressing the form of propositions. All mathematical constants, such as the number 1, are logical constants or defined using them.

    The subject of symbolic logic comprises the calculus of propositions, the calculus of classes, and the calculus of relations. While there is a parallelism between the calculus of propositions and classes, it is limited and can be misleading. Russell emphasized distinguishing between genuine propositions (which are true or false) and propositional functions (expressions containing real variables, like “x is a man,” which are neither true nor false).

    Crucially, logic and pure mathematics do not deal with particular things or properties; they deal formally with what can be said about any thing or property. A proposition of logic is one where, if expressed in a suitable language, it could be asserted by someone who knows the syntax but not a single word of the vocabulary, using only variables and symbols for logical constants. The core characteristic of logical or mathematical propositions is that they are analytic or tautological. Their truth results from the meanings of symbols rather than from empirical observation of the world. Russell struggled to define “tautology” satisfactorily but felt thoroughly familiar with the characteristic. He later came to believe that mathematics consists of tautologies, which made it seem less sublime and timeless than he once thought, its timelessness merely meaning the mathematician is not talking about time.

    The philosophical school of logical analysis, influenced strongly by mathematics and logic, aimed to incorporate mathematics into empiricism and use a powerful logical technique to tackle philosophical problems. This method involves analyzing scientific doctrine to see what entities and relations must be assumed. Many philosophical problems, or aspects of them, can be reduced to or clarified by studying syntax, although the idea that all problems are syntactical might be an overstatement. This approach helps achieve definite answers to certain long-standing philosophical questions, like “What is number?” or “What are space and time?” with a scientific quality. It views things traditionally considered substances, like pieces of matter or minds, as ultimately composed of events, with differences being in arrangement rather than fundamental nature.

    Mathematical logic also serves as an essential tool for constructing a bridge between the world of sense and the world of science. It shows how the smooth, structured entities used in mathematical physics (like points, instants, particles) can be constructed from the more “higgledy-piggledy” things found in nature, making mathematical physics applicable to the real world.

    Russell was critical of traditional Aristotelian logic, not for its historical importance, but for its limitations when viewed as the end of formal logic. He pointed out its formal defects, its overestimation of the syllogism (which is rarely used in mathematics and only one type of deduction), and its overestimation of deduction in general compared to other forms of argument like induction. He argued that traditional elementary logic can be a significant barrier to clear thinking unless overcome by learning new techniques.

    By Amjad Izhar
    Contact: amjad.izhar@gmail.com
    https://amjadizhar.blog

  • Bertrand Russell’s Dictionary of Mind, Matter, and Morals

    Bertrand Russell’s Dictionary of Mind, Matter, and Morals

    This collection of excerpts from Bertrand Russell’s works offers a glimpse into his wide-ranging philosophical thoughts, presented in an alphabetical dictionary format. Key entries cover topics from affectionateness and Arabian Philosophy to concepts like civilization, communism, and creativity. Russell also touches upon more technical terms like asymmetry and Dedekindian continuity, alongside his perspectives on historical figures such as Averroes and Galileo. The compilation highlights his views on freedom, the importance of reason, his critiques of fascism and dictatorship, and his thoughts on the nature of knowledge, memory, and language. Ultimately, it serves as a diverse index to the philosophical underpinnings of his vast intellectual output.

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    The Nature and Value of Philosophy

    Drawing on the sources, philosophy is presented as a field of inquiry with specific characteristics, aims, and historical developments.

    Philosophy, as understood in the sources, is something intermediate between theology and science. It consists of speculations on matters about which definite knowledge has not yet been ascertained. Like science, philosophy appeals to human reason, but like theology, it deals with subjects where definite knowledge is currently unavailable. All definite knowledge, it is contended, belongs to science, while dogma about what surpasses definite knowledge belongs to theology. Philosophy occupies the “No Man’s Land” between these two domains. The word “philosophy” itself means “love of wisdom”.

    The aims of philosophy have historically been twofold: first, seeking a theoretical understanding of the world’s structure, and second, attempting to discover and inculcate the best possible way of life. Beyond trying to understand the world, philosophy has other functions, such as enlarging the imagination through the construction of a cosmic epic or suggesting a way of life less driven by chance than that of the unreflective individual. It aims to keep alive interest in fundamental theoretical questions that science cannot currently answer, such as whether we survive death, the relationship between mind and matter, whether the universe has a purpose, or if natural laws are merely human fantasies. Philosophy should be comprehensive and bold in proposing hypotheses about the universe that science is not yet able to confirm or refute, but these must be presented as hypotheses, not immutable certainties.

    A crucial part of philosophy, according to the sources, is criticizing and clarifying notions that are often regarded as fundamental and accepted uncritically. The value of philosophy is significant, partly due to its very uncertainty. Someone without any philosophical inclination tends to go through life confined by the prejudices of common sense, their age, nation, and convictions developed without deliberate reason. Such a person sees the world as definite, finite, and obvious, dismissing unfamiliar possibilities. Engaging in philosophy, however, reveals that even everyday things lead to problems with only incomplete answers.

    Philosophy can provide a habit of exact and careful thought, applicable not only in mathematics and science but also in matters of significant practical importance. It can impart an impersonal breadth and scope to the conception of life’s ends. It helps the individual gain a just measure of themselves in relation to society, of present-day humanity in relation to the past and future, and of human history in relation to the astronomical cosmos. By expanding the objects of thought, philosophy offers an antidote to present anxieties and anguish, allowing for the closest possible approach to serenity for a sensitive mind in our turbulent world.

    Specific philosophical concepts and schools are discussed in the sources:

    • Logical Atomism is presented as a philosophy where logic is fundamental. It views the world as atomic and pluralistic, denying the existence of a single whole composed of things. This approach, advocating for piecemeal, detailed, and verifiable results, is seen as representing the same kind of advance that Galileo brought to physics, contrasting with large, untested generalities.
    • Instrumentalism is described as a philosophy, particularly found in America, which is essentially a systematic contempt for philosophy itself. This view is strengthened by modern physics, which tends to see science as an art of manipulating nature rather than a theoretical understanding of it.
    • Neutral-Monism is a view suggesting that matter is not as material and mind is not as mental as commonly supposed. The world is seen as constructed from “neutral” entities that lack the traditional characteristics of either mind or matter. This construction is recommended on the scientific grounds of economy and comprehensiveness. The sources state that the “stuff of the world” can be called physical, mental, both, or neither, suggesting these terms are labels for what physics and psychology study, without implying a fundamental metaphysical difference.
    • Scholasticism, in its narrower sense from the twelfth century, is characterized by adherence to orthodoxy (with willingness to retract condemned views), increasing acceptance of Aristotle as the supreme authority over Plato, strong belief in dialectic and syllogistic reasoning, and a focus on the question of universals. Its defects stem from emphasizing dialectic, leading to indifference to facts, belief in reasoning where only observation suffices, and excessive focus on verbal distinctions.
    • Catholic Philosophy is described through its historical periods, dominated first by Saint Augustine and Plato, and later by Saint Thomas Aquinas and Aristotle. The dualism of the City of God persists, and philosophers politically support the interests of the Church.
    • Arabian Philosophy is primarily viewed as important for its role as a transmitter of Greek tradition that survived in the Eastern Empire. While commentators like Avicenna and Averroes were prominent, it is not considered significant for original theoretical thought, although writers in Arabic showed originality in mathematics and chemistry.
    • Stoicism is presented as an attitude of meeting misfortune with fortitude, necessary for anyone who does not want to be a slave to fear. It is described as emotionally narrow and fanatical compared to earlier Greek philosophies, yet containing religious elements the world needed. Stoic ethics and theology contain contradictions, such as a rigidly deterministic universe alongside an autonomous individual will.
    • Industrial Philosophy embodies the belief that humanity controls its fate and need not passively accept evils from nature or human folly, contrasting with the piety often found among those dependent on uncontrollable forces like the weather.

    The sources also touch upon how to study a philosopher. The right attitude is neither reverence nor contempt, but initially a kind of hypothetical sympathy to understand their theories from their perspective, followed by a critical attitude resembling someone abandoning previously held opinions. Studying the philosophies of the past helps in understanding the grounds for different philosophical types that recur in the present day. The history of philosophy involves understanding the influence of the times, other philosophers, and the scientific and political events of the period.

    Regarding the value of philosophy, it is stated that wisdom, defined as a right conception of the ends of life, is something science alone does not provide. An increase in science alone is insufficient for genuine progress without wisdom, although science is a necessary ingredient for progress. The sources also discuss the importance of distinguishing philosophy as part of general education (love of wisdom needed for society) from the philosophy of specialists, noting that academic studies have cultural value distinct from professional interest. Ultimately, the value of philosophy is linked to providing a habit of exact thought, a broad perspective, self-awareness in a larger context, and serenity amidst uncertainty.

    The Nature and Forms of Civilization

    Drawing on the sources, the concept of civilization is discussed through various definitions, historical examples, essential characteristics, and challenges.

    At its most basic, civilization is characterized by forethought, which is presented as the primary distinction between humans and animals, and between adults and children. However, not all forethought counts; forethought based on superstition, while potentially leading to habits essential for the growth of true civilization (like the Puritan habit facilitating capital accumulation), does not qualify as fully civilized. An additional crucial element of civilization is knowledge. Combining these two, civilization is defined as a manner of life due to the combination of knowledge and forethought.

    Another perspective defines civilization as the pursuit of objects not biologically necessary for survival. This kind of civilization first emerged with the introduction of agriculture in fertile river deltas like Egypt and Babylonia, where a surplus of food allowed for a small leisure class. This leisure class was responsible for inventing essential arts such as writing, architecture, mathematics, and astronomy.

    In a more profound sense, civilization is considered a thing of the mind, rather than merely material adjuncts. It encompasses both knowledge and emotion. A person is civilized in this sense when they are aware of their own smallness in the context of the universe in time and space. Such a person sees their own country as one among many, all having an equal right to exist, think, and feel. They also view their current era in relation to the past and future, understanding that present-day controversies will seem as strange to future generations as past controversies seem to us now.

    Genuine culture, which contributes to this mental aspect of civilization, involves being a citizen of the universe, not confined to limited fragments of space-time. It helps people understand human society as a whole, make wise decisions about societal goals, and perceive the present in connection to the past and future. This comprehensive understanding, considered an essential part of wisdom, is highly valuable, particularly for those in positions of power. Making men wise is seen as the way to make them useful.

    The sources discuss various historical examples and forms of civilization:

    • The distinctive Western character is said to begin with the Greeks, who are credited with inventing deductive reasoning and the science of geometry. While they may have been supreme in literature and art, these aspects were not considered uniquely distinctive or were lost during the Dark Ages. Early Greek efforts in experimental science, though notable (e.g., Archimedes), did not establish a lasting tradition.
    • Islamic civilization is highlighted for its brilliance from India to Spain, flourishing particularly during the period Western Europe refers to as the “Dark Ages” (600 to 1000). Its importance is noted as a transmitter of the Greek tradition that survived in the Eastern Empire. Arab thinkers were more significant as commentators than original theoretical thinkers, although they showed originality in mathematics and chemistry.
    • The Medieval world in Western Europe is characterized by decay due to incessant wars. During this time, the Church played a crucial role in preserving what remained of ancient Roman culture, albeit imperfectly due to prevailing fanaticism and superstition. Ecclesiastical institutions provided a stable framework for a later revival of learning and the arts. The medieval world is also marked by various forms of dualism, including clergy/laity, Latin/Teuton, the kingdom of God/kingdoms of this world, spirit/flesh, and Pope/Emperor.
    • Traditional Chinese civilization is described by certain key features: the use of ideograms instead of an alphabet, the reliance on the Confucian ethic among educated classes instead of religion, and governance by literati selected through examination rather than a hereditary aristocracy. This approach, particularly its wisdom, is contrasted favorably with the European way of life, which is characterized by strife, exploitation, change, discontent, and destruction. The European tendency towards efficiency directed at destruction is seen as potentially leading to annihilation, suggesting a need to learn from the East’s wisdom.
    • Industrial philosophy, associated with industrial civilization, embodies the belief that humanity controls its destiny and need not passively accept evils from nature or human folly. This contrasts with the piety often found among those dependent on unpredictable forces like the weather.
    • A specific, more modern example is “bathroom civilization,” which is viewed positively for the improvements it brings (like better hotels due to American tourists’ demands), provided it is not considered the sole measure of civilization.
    • The survival of scientific civilization is presented as depending on achieving international cohesion and a sense of the human race as a single cooperative unit. It may necessitate a world state and an educational system fostering loyalty to it. Science, while initially knowledge, is increasingly seen as the power to manipulate nature, and this power, when combined with men’s capacity for collective passions, threatens civilization’s destruction. A single superstate or world government is suggested as the only solid hope and cure for this threat, though it is presented as a political problem. Such a scientific society might require curbing self-assertiveness and spontaneity, potentially leading to dullness, though this is a speculative concern. Science is seen as a potential boon if war can be abolished and democracy and cultural freedom are maintained.

    Civilization, in its function, helps to curb primitive instincts and egoisms. The abandonment of law, when widespread, can unleash these “wild beasts”. Law was considered a fundamental requirement for progress in earlier periods marked by lawlessness. Modern competition, particularly in the form of war, can revert to primitive forms of conflict.

    Conversely, totalitarian regimes are seen as fatal to moral progress and every kind of moral advancement. The increased control over individuals made possible by modern governmental techniques makes events like the rise of major religions difficult and prevents moral reformers from gaining influence.

    Ultimately, the sources highlight the value of civilization in cultivating a habit of exact thought, providing a broad perspective, fostering self-awareness within a larger context, and offering a measure of serenity in an uncertain world (as discussed in the previous turn, drawn from PP, although not explicitly cited in the provided excerpts for this query, it’s part of the conversation history). The struggle against “Chaos and Old Night” is described as humanity’s one truly human activity, and divisions between groups are seen as distractions from this effort.

    The Nature and Struggle for Freedom

    Drawing on the sources, the concept of freedom is discussed in multiple facets, highlighting its importance, challenges, and relationship with other societal elements.

    Fundamentally, mental freedom is considered the most precious of all goods. This type of freedom involves individualism, personal initiative, and variety in areas outside the provision of life’s necessaries. Free thought is described as subversive, revolutionary, destructive, terrible, merciless to privilege and established institutions, indifferent to authority, anarchic, and lawless. It looks into the pit of hell without fear and is called great, swift, free, the light of the world, and the chief glory of man.

    Freedom of opinion is closely linked to free speech. Thought is deemed free when it is exposed to free competition among beliefs, meaning all beliefs can state their case without legal or pecuniary advantages or disadvantages attached to them. While there is a limitation on free speech if it advocates illegal acts, men must remain free to urge changes in the laws. Governmental security is presented as an important condition for freedom of opinion. The struggle for academic freedom is seen as part of the larger battle for the freedom of the individual human spirit to express its beliefs and hopes. New hopes, new beliefs, and new thoughts, which are always necessary for mankind, cannot arise from a “dead uniformity”. It is considered immoral to allow substantial groups to drive individuals out of public office based on their opinions, race, or nationality. Being genuinely indifferent to public opinion is seen as both a strength and a source of happiness.

    The sources link freedom closely with government and law. Democracy was invented as a device for reconciling government with liberty and is considered the best method for diminishing as much as possible the interference of governments with liberty. However, democracy as a sentiment can be oppressive if it inspires persecution of exceptional individuals by the herd. Widespread liberty is said to exist only under the reign of law, because when men are lawless, only the strongest are free, and then only until overcome by someone stronger. Law itself was historically the first requisite for progress in periods marked by lawlessness, as civilization curbs the primitive lusts and egoisms unleashed by the abandonment of law. Impairing respect for the law in the name of liberty incurs a grave responsibility, though revolution is sometimes presented as necessary if the law is oppressive and cannot be legally amended. To secure the maximum of freedom with the minimum of force, the principle advocated is autonomy within politically important groups and a neutral authority for deciding inter-group questions, ideally on a democratic basis.

    Power is another concept discussed in relation to freedom. The essential theory of democracy is the diffusion of power among the whole people to prevent the evils arising from one person possessing great power. However, if the power of officials is not kept within bounds, even public ownership can lead to the substitution of one set of masters for another, inheriting the former powers of the capitalist. The sources warn that human nature should not be trusted with irresponsible power, which leads to appalling cruelties and abominations, such as those seen in slave labor camps, the exploitation of the Congo, or the treatment of political opponents in Germany and Russia. The exercise of power, if it is to be more than wanton torture, must be hedged by safeguards of law and custom and entrusted to supervised individuals. A diffused liberal sentiment, tinged with skepticism, makes social co-operation less difficult and liberty more possible.

    Dogmatic belief and authoritarian systems are presented as antithetical to freedom. Systems of dogma without empirical foundation involve persecution of valuable sections of the population and kill the free exercise of intelligence while promoting hypocrisy. Such systems prevent progress. Examples like the Inquisition seeking out secret opinions in dictatorial countries, or the rigid censorship and restrictions in Plato’s Republic, illustrate how such regimes are fatal to moral progress and advancements [from previous turns]. Communism and Fascism are singled out as systems that severely restrict liberty, with Fascism being anti-democratic, nationalistic, capitalistic, and valuing power over happiness and force over argument. The founders of the school of thought from which Fascism grew valued will over feeling/cognition, power over happiness, force over argument, war over peace, aristocracy over democracy, and propaganda over scientific impartiality.

    The concept of freedom from fear is highlighted as one of the most important things to aim for, and potentially achievable through wise education. Fear, particularly fear of anarchy and destruction, could also potentially be the cement holding a future world government together.

    Other aspects of freedom mentioned include the freedom of man to examine, criticise, know, and create. The “free man’s worship” involves freedom of thoughts and comes to those who have abandoned seeking personal goods subject to temporal change. Freedom from fear can lead to approaching others with fearless friendliness. Taoism is described as a philosophy of freedom that thought ill of government and interference with nature. Punctuality is noted as a virtue not likely produced by a wholly free education, highlighting the need for social co-operation.

    In summary, the sources emphasize that freedom, particularly intellectual and individual liberty, is invaluable. It is closely intertwined with democracy and the rule of law, which are seen as necessary to protect against arbitrary power and the “tyranny of the herd.” Dogmatic and authoritarian regimes are seen as the primary threats to freedom, suppressing thought and leading to persecution and cruelty. While law and international cooperation are necessary for security and widespread liberty, they must be balanced to avoid excessive control and ensure the preservation of individual initiative and creativity. Education plays a crucial role both in fostering the capacity for wise thought and freedom from fear, and potentially in cultivating loyalty to a larger cooperative unit necessary for the survival of scientific civilization.

    Understanding Language: Nature, Function, and Meaning

    Drawing on the sources, the concept of Language is discussed from various angles, highlighting its nature, function, and relation to thought, knowledge, and communication.

    Fundamentally, language is presented as a phenomenon with two interconnected merits: it is social, and it supplies public expression for “thoughts” which would otherwise remain private. Without language, or some prelinguistic analogue, our knowledge of the environment is limited to what our own senses show us and inferences prompted by our congenital constitution. However, with the help of speech, we are able to know what others can relate, and to relate what is no longer sensibly present but only remembered.

    The essence of language is not found in the use of specific means of communication, but in the employment of fixed associations. Through these associations, something currently sensible—a spoken word, a picture, a gesture, or what not—may call up the “idea” of something else. What is now sensible is called a “sign” or “symbol,” and that of which it is intended to call up the “idea” is called its “meaning”. “Meaning” can be viewed in two aspects: denotation (referring to an object) and meaning itself (a complex involving concepts and relations).

    The psychological theory of significance proposes that a spoken sentence is “significant” if its causes are of a certain kind, and a heard sentence is “significant” if its effects are of a certain kind, with the theory defining these kinds. Significance also has a subjective side, related to the state of the person uttering a sentence, and an objective side, related to what would make the sentence true or false. When through the law of conditioned reflexes, one thing (A) becomes a cause of another (C), A is called an “associative” cause of C, and C an “associative” effect of A. The word A, when heard, “means” C if its associative effects are closely similar to C’s, and when uttered, “means” C if uttering A is an associative effect of C or something associated with C. This schema becomes complex but remains fundamentally true.

    Words, though not essential to propositions, are central to language.

    • A minimum vocabulary is defined as one containing no word capable of verbal definition in terms of other words in the vocabulary.
    • There are words called “egocentric” whose meaning changes depending on the speaker and their position in time and space, such as “I,” “you,” “here,” “now,” and “this”. Simple egocentric words are learned ostensively (by experiencing the object they denote). For “this,” what is constant is not the object denoted on each occasion, but its relation to the particular use of the word. A description not involving an egocentric particular cannot have the unique property of “this”.
    • “Indicative” words are those that mean objects, including names, qualities (“white,” “hard,” “warm”), and perceptible relations (“before,” “above,” “in”). While indicative words would suffice if language’s sole purpose were describing sensible facts, they are insufficient for expressing doubt, desire, or disbelief, or logical connections (“if,” “all,” “some,” “the,” “a”).
    • An “object-word” is a class of similar noises or utterances that, through habit, are associated with a class of similar occurrences experienced at the same time.
    • Some words are said to be “syncategorimatic,” meaning they have no significance by themselves but contribute to the significance of sentences. Proper names are not syncategorimatic.

    Sentences are typically words put together according to syntax rules, expressing something like an assertion, denial, imperative, desire, or question. We can understand a sentence if we know the meaning of its words and the rules of syntax. A form of words expressing what is either true or false is called a proposition. The same proposition can be said in different languages (e.g., “Socrates is mortal” and “Socrate est mortel”) and in various ways within a given language. Therefore, two forms of words can “have the same meaning”. Indicative sentences specifically “express” a belief. Atomic sentences are those containing no apparent variables or logical words. Molecular propositions, composed of “atomic” propositions, have their truth or falsehood derived by syntactical rules without requiring fresh observation of facts, operating in the domain of logic. The meaning of a description (composed of several words) results from the fixed meanings of its constituent words. The question of whether all propositions are reducible to the subject-predicate form is fundamental for philosophy using the notion of substance.

    The use of words in “thinking” depends, at least originally, upon images, and cannot be fully explained solely on behaviorist lines. The most essential function of words in thinking is that, through connection with images, they bring us into touch with what is remote in time or space. This process seems telescoped when it operates without images. Thus, the problem of the meaning of words is linked to the problem of the meaning of images. The correct use of relational words, which form sentences, involves the “perception of form”—a definite reaction to a stimulus which is a form. The ability to use sentences correctly is proof of sensitivity to formal or relational stimuli. Mathematics, for example, is said to teach the habit of thinking without passion, allowing one to use the mind passionlessly on matters about which one feels passionately, leading to more likely true conclusions. This suggests language and symbolic systems like mathematics facilitate abstract, dispassionate thought. Physical laws can be expressed in such a way (using methods like tensors) that the expression is independent of the specific system of coordinates used, preventing confusion between expressing the same law differently and having different laws.

    Language is also implicitly linked to education, the Socratic method (which involves examining word usage), and international understanding. The ability to communicate and understand across different social circles or nationalities is seen as valuable for diminishing prejudice. In the context of law and international relations, language is crucial for defining terms (like “aggressor”) and settling disputes legally. However, vagueness is noted as an important notion, being a matter of degree, as all thinking is vague to some extent, and complete accuracy is a theoretical ideal. Sometimes debates arise that are merely about words, not facts. Even variations in language, like American modifications of English, are noted, with some slang being found refreshingly expressive.

    The Dynamics and Perils of Power

    Drawing on the provided sources, the concept of Power is explored in terms of its nature, different forms, associated dangers, and how it relates to society, knowledge, and freedom.

    The Nature and Kinds of Power Power can be broadly defined as the ability to cause people to act as we wish, when they would have acted otherwise but for the effects of our desires. It also includes the ability to prevent people from acting against our wishes.

    The sources distinguish between different kinds of power, though the lines are not always sharp:

    • Military power is associated with armies and navies.
    • Economic power belongs to figures like trust magnates. In a developed industrial community, economic power is held by large corporations where directors have control, and ordinary shareholders are deprived of effective voice. Ownership does not typically confer appreciable power.
    • Mental power is illustrated by institutions like the Catholic Church.

    Beyond these kinds, a crucial distinction is made between traditional power and naked power. Traditional power is upheld by existing beliefs and habits. As these decay, it may give way to power based on new beliefs or to naked power. Naked power involves no acquiescence on the part of the subject. Examples include the power of a butcher over a sheep, an invading army over a vanquished nation, or the police over detected conspirators. Traditional power examples include the Catholic Church over Catholics or the State over loyal citizens, while their power over those they persecute or who rebel becomes naked power.

    Dangers and Evils Associated with Power The sources strongly emphasize the negative aspects and dangers of power. The mere possession of power tends to produce a love of power, which is described as a very dangerous motive. The surest proof of power lies in preventing others from doing what they wish.

    Many of the great abominations in human history are connected with naked power. These include war, slavery, exploitation, cruelty to children, judicial torture, oppressive criminal law, prisons, workhouses, religious persecution, and the atrocious treatment of political opponents in dictatorial regimes. These are examples of naked power used against defenseless victims. The impulse towards power is said to be the source of success for insanity in politics.

    Within organizations and the state, there is the danger that if the power of officials is not kept within bounds, socialism could merely substitute one set of masters (officials) for another (capitalists). Human nature is not to be trusted with irresponsible power; where it exists, appalling cruelties are to be expected, as seen in forced labor camps. The inequality of power is considered by one source to be the greatest political evil, surpassing even the inequality of wealth.

    Power and Society/Government Power is seen as necessary for government. There must be power, whether of governments or anarchic adventurers, and even naked power to deal with rebels and criminals. However, for human life to be more than misery and horror, there must be as little naked power as possible.

    The essential theory of democracy is the diffusion of power among the whole people to obviate the evils of one person holding great power. However, this diffusion is only effective when voters are interested in the questions involved. For those who believe in democracy, transferring ultimate economic power into the hands of the democratic state is seen as the only practicable way to make it democratic. Public ownership and control of large-scale industry and finance is a necessary but not sufficient condition for the taming of power; it requires a more thoroughgoing democracy with safeguards against official tyranny and provision for freedom of propaganda.

    Government by a church or political party, known as a theocracy, is described as a form of oligarchy that has taken on new importance in modern times.

    To secure the maximum of freedom with the minimum of force (or power), the principle suggested is autonomy within each important group and a neutral authority for relations between groups. This neutral authority should be democratic and represent a wider constituency.

    Power, Knowledge, and Thought The saying “Knowledge is power” is commonly attributed to Bacon, who emphasized using science for mankind’s mastery over nature. Science gives us the power of manipulating nature. However, science itself does not provide an ethic for how this power should be used. Science enables holders of power to realize their purposes more fully than they could otherwise. The diversion of science to destructive methods can only be cured by a single superstate strong enough to prevent serious wars, presenting a problem for politicians rather than scientists.

    Censorship is a tool used when power is confined to one sect; it paralyzes intelligence and promotes credulity over criticism. Governments feeling unstable also use censorship and investigate/punish secret opinions. Education under a totalitarian regime (like Plato’s Republic as described in the sources) involves rigid censorship to produce desired traits like courage in battle.

    Thought itself is presented as a force that is feared by men, as it is subversive, revolutionary, merciless to privilege and established institutions, anarchic, lawless, and indifferent to authority.

    Controlling and Using Power Well The sources advocate for methods to control and guide the use of power. For human life to be better, the exercise of power must be hedged around by safeguards of law and custom, permitted only after due deliberation, and entrusted to men who are closely supervised in the interests of their subjects. There can be no widespread liberty except under the reign of law, as lawlessness allows only the strongest to be free, and only until they are overcome. Controlling possessive impulses and the use of force by a public neutral authority (state or international parliament) is necessary for liberty and justice.

    The ultimate aim of those who have power should be to promote social co-operation in the whole human race. The main obstacle to this is unfriendliness and the desire for superiority. These feelings can be reduced by morality/religion or by removing political/economic competition for power and wealth. Both approaches are needed. The creation of a world authority strong enough to prevent world wars is presented as a practical possibility that could liberate creative endeavors from oppressive circumstances.

    By Amjad Izhar
    Contact: amjad.izhar@gmail.com
    https://amjadizhar.blog

  • Algorithmic Trading: Machine Learning & Quant Strategies with Python

    Algorithmic Trading: Machine Learning & Quant Strategies with Python

    This comprehensive course focuses on algorithmic trading, machine learning, and quantitative strategies using Python. It introduces participants to three distinct trading strategies: an unsupervised learning strategy using S&P 500 data and K-means clustering, a Twitter sentiment-based strategy for NASDAQ 100 stocks, and an intraday strategy employing a GARCH model for volatility prediction on simulated data. The course covers data preparation, feature engineering, backtesting strategies, and the role of machine learning in trading, while emphasizing that the content is for educational purposes only and not financial advice. Practical steps for implementing these strategies in Python are demonstrated, including data download, indicator calculation, and portfolio construction and analysis.

    Podcast

    Listen or Download Podcast – Algorithmic Trading: Machine Learning

    Algorithmic Trading Fundamentals and Opportunities

    Based on the sources, here is a discussion of algorithmic trading basics:

    Algorithmic trading is defined as trading on a predefined set of rules. These rules are combined into a strategy or a system. The strategy or system is developed using a programming language and is run by a computer.

    Algorithmic trading can be used for both manual and automated trading. In manual algorithmic trading, you might use a screener developed algorithmically to identify stocks to trade, or an alert system that notifies you when conditions are triggered, but you would manually execute the trade. In automated trading, a complex system performs calculations, determines positions and sizing, and executes trades automatically.

    Python is highlighted as the most popular language used in algorithmic trading, quantitative finance, and data science. This is primarily due to the vast amount of libraries available in Python and its ease of use. Python is mainly used for data pipelines, research, backtesting strategies, and automating low complexity systems. However, Python is noted as a slow language, so for high-end, complicated systems requiring very fast trade execution, languages like Java or C++ might be used instead.

    The sources also present algorithmic trading as a great career opportunity within a huge industry, with potential jobs at hedge funds, banks, and prop shops. Key skills needed for those interested in this field include Python, backtesting strategies, replicating papers, and machine learning in trading.

    Machine Learning Strategies in Algorithmic Trading

    Drawing on the provided sources, machine learning plays a significant role within algorithmic trading and quantitative finance. Algorithmic trading itself involves trading based on a predefined set of rules, which are combined into a strategy or system developed using a programming language and run by a computer. Machine learning can be integrated into these strategies.

    Here’s a discussion of machine learning strategies as presented in the sources:

    Role and Types of Machine Learning in Trading

    Machine learning is discussed as a key component in quantitative strategies. The course overview explicitly includes “machine learning in trading” as a topic. Two main types of machine learning are mentioned in the context of their applications in trading:

    1. Supervised Learning: This can be used for signal generation by making predictions, such as generating buy or sell signals for an asset based on predicting its return or the sign of its return. It can also be applied in risk management to determine position sizing, the weight of a stock in a portfolio, or to predict stop-loss levels.
    2. Unsupervised Learning: The primary use case highlighted is to extract insights from data. This involves analyzing financial data to discover patterns, relationships, or structures, like clusters, without predefined labels. These insights can then be used to aid decision-making. Specific unsupervised learning techniques mentioned include clustering, dimensionality reduction, anomaly detection, market regime detection, and portfolio optimization.

    Specific Strategies Covered in the Course

    The course develops three large quantitative projects that incorporate or relate to machine learning concepts:

    1. Unsupervised Learning Trading Strategy (Project 1): This strategy uses unsupervised learning (specifically K-means clustering) on S&P 500 stocks. The process involves collecting daily price data, calculating various technical indicators (like Garmon-Class Volatility, RSI, Bollinger Bands, ATR, MACD, Dollar Volume) and features (including monthly returns for different time horizons and rolling Fama-French factor betas). This data is aggregated monthly and filtered to the top 150 most liquid stocks. K-means clustering is then applied to group stocks into similar clusters based on these features. A specific cluster (cluster 3, hypothesized to contain stocks with good upward momentum based on RSI) is selected each month, and a portfolio is formed using efficient frontier optimization to maximize the Sharpe ratio for stocks within that cluster. This portfolio is held for one month and rebalanced. A notable limitation mentioned is that the project uses a stock list that likely has survivorship bias.
    2. Twitter Sentiment Investing Strategy (Project 2): This project uses Twitter sentiment data on NASDAQ 100 stocks. While it is described as not having “machine learning modeling”, the core idea is to demonstrate how alternative data can be used to create a quantitative feature for a strategy. An “engagement ratio” is calculated (Twitter comments divided by Twitter likes). Stocks are ranked monthly based on this ratio, and the top five stocks are selected for an equally weighted portfolio. The performance is then compared to the NASDAQ benchmark (QQQ ETF). The concept here is feature engineering from alternative data sources. Survivorship bias in the stock list is again noted as a limitation that might skew results.
    3. Intraday Strategy using GARCH Model (Project 3): This strategy focuses on a single asset using simulated daily and 5-minute intraday data. It combines signals from two time frames: a daily signal derived from predicting volatility using a GARCH model in a rolling window, and an intraday signal based on technical indicators (like RSI and Bollinger Bands) and price action patterns on 5-minute data. A position (long or short) is taken intraday only when both the daily GARCH signal and the intraday technical signal align, and the position is held until the end of the day. While GARCH is a statistical model, not a typical supervised/unsupervised ML algorithm, it’s presented within this course framework as a quantitative prediction method.

    Challenges in Applying Machine Learning

    Applying machine learning in trading faces significant challenges:

    • Theoretical Challenges: The reflexivity/feedback loop makes predictions difficult. If a profitable pattern predicted by a model is exploited by many traders, their actions can change the market dynamics, making the initial prediction invalid (the strategy is “arbitraged away”). Predicting returns and prices is considered particularly hard, followed by predicting the sign/direction of returns, while predicting volatility is considered “not that hard” or “quite straightforward”.
    • Technical Challenges: These include overfitting (where the model performs well on training data but fails on test data) and generalization issues (the model doesn’t perform the same in real-world trading). Nonstationarity in training data and regime shifts can also ruin model performance. The black box nature of complex models like neural networks can make them difficult to interpret.

    Skills for Algorithmic Trading with ML

    Key skills needed for a career in algorithmic trading and quantitative finance include knowing Python, how to backtest strategies, how to replicate research papers, and understanding machine learning in trading. Python is the most popular language due to its libraries and ease of use, suitable for research, backtesting, and automating low-complexity systems, though slower than languages like Java or C++ needed for high-end, speed-critical systems.

    In summary, machine learning in algorithmic trading involves using models, primarily supervised and unsupervised techniques, for tasks like signal generation, risk management, and identifying patterns. The course examples illustrate building strategies based on clustering (unsupervised learning), engineering features from alternative data, and utilizing quantitative prediction models like GARCH, while also highlighting the considerable theoretical and technical challenges inherent in this field.

    Algorithmic Trading Technical Indicators and Features

    Technical indicators are discussed in the sources as calculations derived from financial data, such as price and volume, used as features and signals within algorithmic and quantitative trading strategies. They form part of the predefined set of rules that define an algorithmic trading system.

    The sources mention and utilize several specific technical indicators and related features:

    • Garmon-Class Volatility: An approximation to measure the intraday volatility of an asset, used in the first project.
    • RSI (Relative Strength Index): Calculated using the pandas_ta package, it’s used in the first project. In the third project, it’s combined with Bollinger Bands to generate an intraday momentum signal. In the first project, it was intentionally not normalized to aid in visualizing clustering results.
    • Bollinger Bands: Includes the lower, middle, and upper bands, calculated using pandas_ta. In the third project, they are used alongside RSI to define intraday trading signals based on price action patterns.
    • ATR (Average True Range): Calculated using pandas_ta, it requires multiple data series as input, necessitating a group by apply methodology for calculation per stock. Used as a feature in the first project.
    • MACD (Moving Average Convergence Divergence): Calculated using pandas_ta, also requiring a custom function and group by apply methodology. Used as a feature in the first project.
    • Dollar Volume: Calculated as adjusted close price multiplied by volume, often divided by 1 million. In the first project, it’s used to filter for the top 150 most liquid stocks each month, rather than as a direct feature for the machine learning model.
    • Monthly Returns: Calculated for different time horizons (1, 2, 3, 6, 9, 12 months) using the percent_change method and outliers are handled by clipping. These are added as features to capture momentum patterns.
    • Rolling Factor Betas: Derived from Fama-French factors using rolling regression. While not traditional technical indicators, they are quantitative features calculated from market data to estimate asset exposure to risk factors.

    In the algorithmic trading strategies presented, technical indicators serve multiple purposes:

    • Features for Machine Learning Models: In the first project, indicators like Garmon-Class Volatility, RSI, Bollinger Bands, ATR, and MACD, along with monthly returns and factor betas, form an 18-feature dataset used as input for a K-means clustering algorithm. These features help the model group stocks into clusters based on their characteristics.
    • Signal Generation: In the third project, RSI and Bollinger Bands are used directly to generate intraday trading signals based on price action patterns. Specifically, a long signal occurs when RSI is above 70 and the close price is above the upper Bollinger band, and a short signal occurs when RSI is below 30 and the close is below the lower band. This intraday signal is then combined with a daily signal from a GARCH volatility model to determine position entry.

    The process of incorporating technical indicators often involves:

    • Calculating the indicator for each asset, frequently by grouping the data by ticker symbol. Libraries like pandas_ta simplify this process.
    • Aggregating the calculated indicator values to a relevant time frequency, such as taking the last value for the month.
    • Normalizing or scaling the indicator values, particularly when they are used as features for machine learning models. This helps ensure features are on a similar scale.
    • Combining technical indicators with other data types, such as alternative data (like sentiment in Project 2, though not a technical indicator based strategy) or volatility predictions (like the GARCH model in Project 3), to create more complex strategies.

    In summary, technical indicators are fundamental building blocks in the algorithmic trading strategies discussed, serving as crucial data inputs for analysis, feature engineering for machine learning models, and direct triggers for trading signals. Their calculation, processing, and integration are key steps in developing quantitative trading systems.

    Algorithmic Portfolio Optimization and Strategy

    Based on the sources, portfolio optimization is a significant component of the quantitative trading strategies discussed, particularly within the context of machine learning applications.

    Here’s a breakdown of how portfolio optimization is presented:

    • Role in Algorithmic Trading Portfolio optimization is explicitly listed as a topic covered in the course, specifically within the first module focusing on unsupervised learning strategies. It’s also identified as a use case for unsupervised learning in trading, alongside clustering, dimensionality reduction, and anomaly detection. The general idea is that after selecting a universe of stocks, optimization is used to determine the weights or magnitude of the position in each stock within the portfolio.
    • Method: Efficient Frontier and Maximizing Sharpe Ratio In the first project, the strategy involves using efficient frontier optimization to maximize the Sharpe ratio for the stocks selected from a particular cluster. This falls under the umbrella of “mean variance optimization”. The goal is to find the weights that yield the highest Sharpe ratio based on historical data.
    • Process and Inputs To perform this optimization, a function is defined that takes the prices of the selected stocks as input. The optimization process involves several steps:
    • Calculating expected returns for the stocks, using methods like mean_historical_return.
    • Calculating the covariance matrix of the stock returns, using methods like sample_covariance.
    • Initializing the EfficientFrontier object with the calculated expected returns and covariance matrix.
    • Applying constraints, such as weight bounds for individual stocks. The sources mention potentially setting a maximum weight (e.g., 10% or 0.1) for diversification and a dynamic lower bound (e.g., half the weight of an equally weighted portfolio).
    • Using a method like max_sharpe on the efficient frontier object to compute the optimized weights.
    • The optimization requires at least one year of historical daily price data prior to the optimization date for the selected stocks.
    • Rebalancing Frequency In the first project, the portfolio is formed using the optimized weights and held for one month, after which it is rebalanced by re-optimizing the weights for the next month’s selected stocks.
    • Challenges and Workarounds A practical challenge encountered during the implementation is that the optimization solver can sometimes fail, resulting in an “infeasible” status. When the Max Sharpe optimization fails, the implemented workaround is to default to using equal weights for the portfolio in that specific month.
    • Contrast with Other Strategies Notably, the second project, the Twitter sentiment investing strategy, is explicitly described as not having “machine learning modeling”, and it does not implement efficient frontier optimization. Instead, it forms an equally weighted portfolio of the top selected stocks each month. This highlights that while portfolio optimization, particularly using sophisticated methods like Efficient Frontier, is a key strategy, simpler approaches like equal weighting are also used depending on the strategy’s complexity and goals.

    Twitter Sentiment Trading Strategy Using Engagement Ratio

    Based on the sources, Sentiment analysis is discussed in the context of a specific quantitative trading strategy referred to as the Twitter sentiment investing strategy. This strategy forms the basis of the second project covered in the course.

    Here’s what the sources say about sentiment analysis and its use in this strategy:

    • Concept: Sentiment investing focuses on analyzing how people feel about certain stocks, industries, or the overall market. The underlying assumption is that public sentiment can impact stock prices. For example, if many people express positive sentiment about a company on Twitter, it might indicate that the company’s stock has the potential to perform well.
    • Data Source: The strategy utilizes Twitter sentiment data specifically for NASDAQ 100 stocks. The data includes information like date, symbol, Twitter posts, comments, likes, impressions, and a calculated “Twitter sentiment” value provided by a data provider.
    • Feature Engineering: Rather than using the raw sentiment or impressions directly, the strategy focuses on creating a derivative quantitative feature called the “engagement ratio”. This is done to potentially create more value from the data.
    • The engagement ratio is calculated as Twitter comments divided by Twitter likes.
    • The reason for using the engagement ratio is to gauge the actual engagement people have with posts about a company. This is seen as more informative than raw likes or comments, partly because there can be many bots on Twitter that skew raw metrics. A high ratio (comments as much as or more than likes) suggests genuine engagement, whereas many likes and few comments might indicate bot activity.
    • Strategy Implementation:
    • The strategy involves calculating the average engagement ratio for each stock every month.
    • Stocks are then ranked cross-sectionally each month based on their average monthly engagement ratio.
    • For portfolio formation, the strategy selects the top stocks based on this rank. Specifically, the implementation discussed selects the top five stocks for each month.
    • A key characteristic of this particular sentiment strategy, in contrast to the first project, is that it does not use machine learning modeling.
    • Instead of portfolio optimization methods like Efficient Frontier, the strategy forms an equally weighted portfolio of the selected top stocks each month.
    • The portfolio is rebalanced monthly.
    • Purpose: The second project serves to demonstrate how alternative or different data, such as sentiment data, can be used to create a quantitative feature and a potential trading strategy.
    • Performance: Using the calculated engagement ratio in the strategy showed that it created “a little bit of value above the NASDAQ itself” when compared to the NASDAQ index as a benchmark. Using raw metrics like average likes or comments for ranking resulted in similar or underperformance compared to the benchmark.
    Algorithmic Trading – Machine Learning & Quant Strategies Course with Python

    By Amjad Izhar
    Contact: amjad.izhar@gmail.com
    https://amjadizhar.blog

  • Al-Riyadh Newspaper, June 3, 2025: Hajj Logistical Arrangements, Sports World, Oil and Aviation, Gaza

    Al-Riyadh Newspaper, June 3, 2025: Hajj Logistical Arrangements, Sports World, Oil and Aviation, Gaza

    These articles predominantly cover events and initiatives in Saudi Arabia, with a particular focus on preparations for the upcoming Hajj season, including logistical arrangements, healthcare services, and media coverage. Additionally, they touch upon global news, such as international relations (specifically the US-Iran nuclear talks and Saudi diplomacy), the humanitarian situation in Gaza, and market trends in sectors like oil and aviation, alongside updates from the sports world. The texts highlight Saudi efforts to enhance visitor experiences, promote its cultural identity, and contribute to regional stability while also reporting on international incidents and economic shifts.

    Podcast

    Listen or Download Podcast – Al-Riyadh Newspaper, June 3, 2025

    Saudi Arabia’s Comprehensive Hajj Preparation and Management

    The Kingdom of Saudi Arabia places immense importance on enhancing the Hajj journey and ensuring the security and safety of pilgrims from the moment they arrive until they depart. Serving the pilgrims of the Grand Mosque is considered a historical responsibility, an honor, and a duty inherited by the leadership, with citizens competing for the honor of serving. The state mobilizes all material, human, and technical capabilities to provide an environment where the Guests of Rahman can experience security, safety, tranquility, and peace of mind. The security of Hajj is declared a red line, with no tolerance for anything that might compromise it.

    Hajj management is described as a unique administrative system that operates continuously throughout the year, undergoing constant review, development, and innovation in organization, procedures, services, and technology. This comprehensive civilizational and humanitarian project for serving pilgrims involves intensive efforts and programs to ensure security. The Kingdom reassures Muslims globally that its security forces are at the highest levels of technical and mental readiness to ensure Hajj security, capable of quickly and decisively addressing anything that might disturb pilgrim security or peace. Precise security plans, enhanced coordination, and the ability to track pilgrim movement in the holy sites are highlighted as crucial.

    Preparations involve a multifaceted approach drawing on accumulated expertise. A participatory model brings together the public and private sectors, specialized national and international companies, alongside government ministries and authorities, including the Ministry of Interior and the Ministry of Hajj and Umrah. The Minister of Interior and Chairman of the Supreme Hajj Committee personally oversaw the readiness of security forces for their field tasks. The Ministry of Human Resources and Social Development conducts extensive field tours (>4,000) during the Hajj season to monitor compliance with labor laws and ensure a safe work environment. The Oversight and Anti-Corruption Authority (Nazaha) also completes its preparations to participate, ensuring control and readiness for pilgrim services.

    Key aspects of Hajj preparations based on the sources include:

    • Security & Crowd Management: Intensive efforts and programs secure Hajj rituals. The latest technologies are utilized for pilgrim safety and security. Security forces are highly prepared technically and mentally. Crowd management is a complex security operation demanding high readiness and coordination among different entities. Security forces are strategically present at key points to ensure pilgrim flow and use smart systems for monitoring and crowd control to reduce accidents and congestion. The Deputy Public Prosecutor emphasizes legal protection for the holy sites and pilgrims, utilizing advanced technology and qualified personnel.
    • Transportation: Hajj transport has undergone significant transformations, moving from traditional means to large-scale projects incorporating AI. AI is used in modern transportation projects. Transportation is a core element, viewed as vital and linked to security and public safety. Transportation options have become more varied and efficient, including buses and trains. Developments include the expansion of roads, tunnels, and bridges. New transport systems and technologies are deployed. Strategic projects ensure safe and comfortable transport for pilgrims. Notable projects are the Holy Sites Train (connecting Arafat, Muzdalifah, and Mina) and the Haramain Train (linking Mecca, Jeddah, and Medina). Innovative solutions like electric scooters and golf carts assist the elderly and those with health issues in moving quickly within the holy sites. The Ministry of Transport and Logistics Services has enhanced infrastructure, including road expansion and innovations like rubber walkways to ease walking strain. Dedicated pedestrian paths and smart systems for traffic monitoring enhance flow. The General Syndicate of Cars provides buses meeting high standards, and modern technologies like tracking maps and mobile apps are used.
    • Health Services: The Kingdom provides comprehensive health services through an integrated medical system, described as the largest of its kind globally. The Ministry of Health supervises a plan focused on prevention and rapid intervention. Services are available in hospitals, health centers, field clinics, and through specialized medical teams and volunteers. A wide network operates 24/7, providing care, treatment, prevention, and awareness. Translation services are provided to facilitate communication with pilgrims of different nationalities. Precise procedures handle emergencies with mobile ambulance teams in crowded areas and coordination for quick transport. Volunteers provide crucial humanitarian support, relieving pressure on medical staff and assisting in awareness and first aid. Integrated medical clinics with modern equipment are available for King’s Guests, offering 24/7 services including check-ups and health education. The health minister noted the readiness of the health system with over 50,000 staff, increased capacity, equipped facilities, and preventive measures. Mobile medical units, like a stroke unit in Mecca, provide rapid, life-saving treatment on-site.
    • Food and Logistics: Providing high-quality food services with variety and efficiency is a key focus. Partnerships between government, private sector, and charities ensure meal provision and distribution. All food undergoes strict control by the Food and Drug Authority (SFDA) to ensure safety, hygiene, and compliance. SFDA inspectors check food and drug shipments at entry points like Jeddah airport, using AI and advanced systems. Mecca Municipality also gives great importance to monitoring food and water, using advanced laboratories and electronic tracking systems. Distribution of food is coordinated via a precise system overseen by the Ministry of Hajj and Umrah, with detailed planning based on pilgrim numbers and camp locations. Specialized food options are available for different nationalities, dietary needs, or health conditions. Zamzam water and mineral water are widely distributed. The Minister of Environment, Water, and Agriculture inspects preparations, including water provision and sanitation projects, emphasizing quality and coordination.
    • Guidance and Communication: Guidance and linguistic support are essential. Multilingual guides are trained to understand pilgrim needs and Hajj dynamics, providing support, accurate information on rituals, and helping with communication barriers. Female guiding teams are available for female pilgrims. Field teams work 24/7 for immediate support and translation. Interactive maps are used to help pilgrims navigate. Common languages are prioritized (e.g., Urdu, French, Farsi, Malay, Indonesian). The Ministry of Islamic Affairs, Dawah and Guidance provides guidance services and hosts exhibitions showcasing the Kingdom’s efforts.
    • Accommodation: Accommodation is a crucial element for pilgrim comfort. The Ministry of Hajj and Umrah offers distinct Hajj packages via the “Nusuk Hajj” platform, providing flexibility in options and prices. Services contribute to facilitating Hajj, providing ease of access and hospitality. A project to transport pilgrim luggage from their home country to their accommodation is noted as a development. Mina is prepared with camps to receive pilgrims.
    • Media and Awareness: The Ministry of Media launched the “Hajj Media Forum” to support media coverage and enhance cooperation, highlighting services and projects. It provides an integrated media environment with technology. Awareness campaigns, such as the “No Hajj without a Permit” campaign, play a role in organization and pilgrim safety. The Ministry of Media, Broadcasting and Television Authority, and the Government Communication Center are involved in highlighting Hajj efforts and broadcasting in multiple languages. Exhibitions showcase the Kingdom’s services.

    Overall, the preparations for Hajj are comprehensive, involving detailed planning, significant investment in infrastructure and technology, extensive coordination among numerous government and private entities, mobilization of skilled personnel and volunteers, and continuous evaluation and development efforts, all aimed at enabling millions of pilgrims to perform their rituals in an atmosphere of security, ease, and comfort.

    Gaza: Conflict, Aid Obstruction, and Displacement

    Based on the sources provided, here’s a discussion of the situation in Gaza:

    The Gaza Strip is currently experiencing a dire situation marked by ongoing conflict and humanitarian challenges. According to UNRWA, approximately 50,000 children have been killed or injured in Gaza within a span of just 20 months. Civilians, including children, aid workers, medical personnel, and journalists, continue to face the risk of death and injury.

    Efforts to deliver humanitarian aid are severely obstructed. The UN Office for the Coordination of Humanitarian Affairs (OCHA) described humanitarian services in Gaza as among the most obstructed operations in the recent history of global humanitarian response. Since March, Israeli authorities have imposed a tight siege on humanitarian aid and goods, allowing only what the UN has termed a “drop in the ocean of needs” to enter in the preceding two weeks. Due to Israeli restrictions and a lack of security, the UN and its partners have been unable to deliver most of the aid. The little aid that does enter is often looted by desperate residents struggling to feed their families. UNRWA has stated that current aid distribution methods are insufficient to meet the urgent humanitarian needs, particularly for the sick, elderly, and injured. They assert that they can deliver aid safely and on a large scale if there is a ceasefire.

    There are reports from Gaza indicating that aid distribution centers themselves have become dangerous locations. The Israeli army has reportedly targeted Palestinians near an aid distribution center in western Rafah on consecutive days, resulting in dozens of casualties. Sources from Nasser Hospital reported people being killed and injured while attempting to reach an aid center in Rafah supported by Israel and the US. Gaza’s government media office reported a massacre targeting the aid distribution center in western Rafah and the Netzarim corridor, with numerous killed and injured. Officials in Gaza allege that the occupation forces deliberately target gatherings of displaced people for “liquidation” and intentionally gather families at aid centers to kill them there. They also claim that aid centers function as military points serving Israel’s agenda and that Israel is actively working to sabotage aid distribution systems, driving people towards these centers through famine before shooting them.

    The Alliance of Lawyers for Palestine in Switzerland (ASAP) has raised concerns about an organization referred to as “Gaza Humanitarian,” alleging it involves elements from the US army and intelligence. According to the head of the alliance, this organization, working with “Safe Reach Solutions,” is reportedly hiring military and intelligence personnel to collect data aimed at facilitating the management or control of Gaza and securing aid. The reported goals include studying reactions, monitoring and recording tired communities, gathering digital identities, and processing data to identify members of Hamas and other armed individuals. The alliance views dealing with any official entity attempting to bring aid under these circumstances as a betrayal of humanitarian principles, humanitarian law, and the Palestinian cause. They are reportedly collaborating with Swiss authorities to investigate the work of this organization and others involved in aid efforts.

    Geographically, with the expansion of Israeli actions, less than 18% of Gaza’s area remains where civilians are permitted. The rest of the territory is either under direct Israeli control or designated as evacuation areas subjected to continuous shelling. Displacement continues across Gaza, with hundreds of thousands displaced in a two-week period. The overall situation is described as the worst since the start of the war, with shelling persistent throughout the Strip, including in the north where the last partially functioning hospital was forced to evacuate.

    Politically, the GCC Ministerial Council has addressed the situation, condemning Israel’s announcement about creating an agency aimed at displacing Palestinians from Gaza. They have affirmed their support for the Palestinian people in Gaza, calling for the end of the blockade, the opening of all crossings for humanitarian aid, and the provision of protection. They also expressed support for the two-state solution and rejected attempts to displace the population of Gaza.

    Global Oil Market Dynamics and Forecasts

    Based on the sources provided, the oil market is currently experiencing dynamic shifts influenced by production decisions, demand trends, and geopolitical factors.

    Recently, oil prices have risen, with Brent crude increasing by 2.33% ($1.46 per barrel to $64.24) and West Texas Intermediate (WTI) rising by 2.73% ($1.66 to $62.45). This price increase occurred after OPEC+ decided to increase production by 411,000 barrels per day (bpd) in July. This represents the third consecutive month of increases of this size. The market had largely priced in this July increase, although some participants reportedly expected a larger increase. Goldman Sachs anticipates a similar 410,000 bpd increase will be finalized for August.

    OPEC+, the group of major oil producers, appears to be using these increases as part of a strategy to recover market share, particularly from members like Iraq and Kazakhstan who have reportedly been overproducing relative to their committed quotas. However, Kazakhstan reportedly intends not to cut its output. OPEC+ aims to maintain market stability through production quotas, but challenges arise from delays in responding to price changes, as well as the impact of a slowing global economy, rising inflation, and reduced consumer spending.

    Regarding supply, Saudi Arabia’s oil exports rose to 6 million bpd in May and are expected to increase further in June, which some interpret as a potential gap between its production agreements and actual exports. Russian crude exports transported by sea fell slightly in April to 4.82 million bpd after being stable in March and increasing slightly in April. Overall, the agreed OPEC+ production increase reportedly has not yet translated into increased shipments. Forecasts based on expected supply growth, particularly from US shale, suggest potential market surpluses of 1.5 million bpd in 2025 and 2.5 million bpd in 2026. US crude output reached its highest level in March at 13.49 million bpd, but the number of active oil rigs in the US has declined, reaching its lowest level since November 2021 in the week prior to the report.

    On the demand side, there has been a significant increase in gasoline demand in the United States with the start of the summer driving season. A weekly increase of nearly 1 million bpd in US gasoline demand was noted as the third highest weekly increase in the past three years. Conversely, there are signs of weakening Asian demand for crude, particularly in China, which may be partly due to trade disruptions. China’s oil imports had increased in March and April, leading to a crude surplus of 1.98 million bpd in April (the highest since June 2023) due to purchases of discounted oil from sources like Iran and Russia, but China’s imports fell in May. Overall, Asian demand hasn’t increased despite lower prices in the first quarter of 2024.

    Crude inventories in the developed world increased by 21.4 million barrels in March, reaching 1.323 billion barrels, although this is still 139 million barrels below the 2015-2019 average.

    Geopolitical factors are also playing a role in the oil market. Increased military actions between Russia and Ukraine are providing support to oil prices. There is also discussion in the US Congress about potentially imposing more sanctions on Moscow, targeting countries that purchase Russian oil like China and India. A proposed US law suggests a 500% tariff on imports from countries that transport Russian oil, which could potentially limit global supply and cause prices to rise.

    Saudi Arabia holds a strong position in the market due to its high production capacity, exceeding 3 million bpd, and reportedly very low lifting costs ($3.53/barrel). This allows the Kingdom flexibility to increase its market share when prices are high or stable, potentially offsetting production cuts made as part of OPEC+ agreements. The Kingdom is also investing in advanced technology for oil extraction and processing. The Saudi Minister of Finance views the current lower prices and global uncertainty as an “opportunity” to re-evaluate financial plans and avoid the “trap of economic volatility,” emphasizing flexible spending and boosting investment alongside potential strategies to enhance oil revenues from production to refined products. Saudi Arabia’s voluntary production cuts, exceeding 9.5 million bpd of its total capacity, are seen as a positive step for gradually raising prices, despite these cuts continuing until the end of 2026.

    Looking ahead, analysts forecast Brent crude prices at $56/barrel and WTI at $52/barrel in 2026, based on expectations of future surpluses. Meanwhile, in the UK, high energy costs for manufacturing are highlighted as a significant challenge, reportedly being the highest among major advanced economies.

    Saudi Cultural Events and Initiatives

    Based on the sources provided, the cultural landscape discussed is dynamic and involves various events, initiatives, and areas of focus within Saudi Arabia and through its participation internationally. These activities often highlight national identity, heritage, arts, language, and creativity, sometimes linking to broader national goals like Vision 2030.

    Here are some of the cultural events and initiatives mentioned:

    • Hajj-Related Cultural Activities:
    • The Forum on the History of Hajj and the Two Holy Mosques is a pioneering scientific and knowledge-based project organized by Darat King Abdulaziz in cooperation with the Ministry of Hajj and Umrah. It aims to highlight the historical and cultural heritage of the Two Holy Mosques. The forum is intended to provide a scientific and knowledge environment for researchers and specialists from different countries. It seeks to document the journey of Hajj from its beginnings to the present day, highlighting civilizational and organizational aspects and the experiences of pilgrims. This initiative aligns with the Kingdom’s continuous efforts since its unification to serve pilgrims and the Two Holy Mosques, viewing it as an honor and responsibility.
    • The Hajj Media Forum, in its second edition, was launched by the Ministry of Media as part of the “Serving the Guests of God” program, a realization of Vision 2030. It serves as an integrated media center and interactive exhibition, including studios, a live broadcast platform, and virtual reality technology. The forum aims to support media coverage, enhance cooperation in a technology-rich environment, and showcase the significant transformation and services provided to pilgrims, as well as major projects and achievements in the Two Holy Mosques and Holy Sites. It involves participation from various government and private entities. The forum also aims to enhance innovation in media content and coverage of Hajj.
    • The Guests of the Custodian of the Two Holy Mosques Program for Hajj, Umrah, and Visit, implemented by the Ministry of Islamic Affairs, Call and Guidance, involves welcoming guests from over 100 countries. The program provides comprehensive services, including integrated medical clinics. It also includes cultural elements such as showcasing Saudi hospitality and culture, exemplified by the “Saudi Coffee” corners in the accommodation centers, which received significant interest from pilgrims. An exhibition is part of this program, reviewing the Kingdom’s efforts in serving Islam and Muslims, and highlighting the services provided to the guests, including their reception, performance of rituals, and visits to historical sites in Mecca and Medina. The exhibition also features a section dedicated to quotes from Saudi kings regarding the service of pilgrims. Guests have praised the program, seeing it as a unique model reflecting the Kingdom’s commitment to serving the guests of God.
    • Heritage and Museums:
    • The Saudi Embassy in the Netherlands celebrated the International Museum Day and World Heritage Day in The Hague. The event included a heritage exhibition, featuring reproductions of historical and archaeological pieces, and a visual presentation of the virtual reality of the National Museum in the Kingdom. It highlighted the Kingdom’s efforts in heritage protection and registration on the UNESCO World Heritage list, specifically mentioning the registration of Al-Faw village. The event emphasized the vital role of cultural and heritage institutions in preserving shared human history and promoting understanding and dialogue between civilizations. The Kingdom is committed to protecting and enhancing its cultural heritage as part of Vision 2030.
    • Arts and Creativity:
    • The Saudi Cultural Fund participated in Expo Osaka 2025, hosting a dialogue session titled “Entrepreneurship for Innovation: A Saudi Cultural Endeavor”. The session highlighted the thriving cultural sector in the Kingdom and the accelerated growth of entrepreneurship in cultural fields, emphasizing the sector’s economic and social impact. The Fund’s role in empowering entrepreneurs through financial and developmental solutions was also showcased. The event included showcasing innovative handicrafts, reflecting the beauty of Saudi handicrafts. This participation is part of the Fund’s efforts during Expo Osaka to highlight the Saudi cultural identity and review its development journey within the framework of Vision 2030.
    • The “Jahbid” (The Gifted) exhibition in Tabuk showcased the work of young artists inspired by pioneers of Saudi plastic art. The initiative aimed to appreciate Saudi artists, highlight local art, connect children to their visual and cultural identity, and plant a love for art in them from a young age. It is seen as a step towards supporting cultural objectives within Vision 2030, contributing to building a vibrant, creative society. The exhibition was the result of a three-month training journey that transformed children from art appreciators into confident creators.
    • Ethraa Eid, the King Abdulaziz Center for World Culture (Ithra)’s Eid al-Adha celebration, includes over 31 diverse activities under the theme “A Ribbon of Giving”. These activities blend joy, knowledge, and inspiration in a creative cultural framework. Events include storytelling sessions, a performance celebrating cultural diversity in the Islamic world, a musical performance, handicrafts exhibitions, interactive experiences promoting values, art installations, creative workshops, and cinema screenings. The event aims to provide unique cultural experiences and strengthen Ithra’s role as a cultural destination.
    • Language and Literature:
    • The King Salman Global Academy for the Arabic Language concluded a program in Jeddah for “Qualifying Arabic Experts” in partnership with King Abdulaziz University. The program involved training Arabic language teachers for non-native speakers to enhance their competencies and transfer knowledge, supporting the Academy’s strategic path in empowering the Arabic language globally.
    • The Abu Dhabi International Book Fair 2025 is mentioned as a major cultural event that hosted numerous writers, publishers, and intellectuals, focusing on promoting local literature and cultural identity. (Note: This event took place in Abu Dhabi, not Saudi Arabia, although Saudi participants might have attended).
    • Cultural Documentation and Reflection:
    • A book titled “Airports” documents the history and development of aviation in the Northern Borders region over 75 years, including historical visits and strategic importance. This represents an effort in documenting specific aspects of the region’s history and development.
    • An article reflects on “The Symphony of the Place: The Memory of Living Sound,” discussing how the distinct sounds of different places within Saudi Arabia (like Jeddah, Riyadh, and Al-Ahsa) constitute an important, unwritten part of cultural identity and heritage.

    These sources indicate a concerted effort to preserve, promote, and innovate within the cultural sphere, often leveraging events and exhibitions to engage audiences and showcase Saudi identity and contributions globally.

    Saudi Arabia Sports Highlights

    Based on the provided sources, discussions around sports events cover various aspects, from national team preparations and domestic competitions to international participation and hosting, as well as player transfers and the intersection of sports with leadership and community engagement.

    Here are some of the sports events and related activities mentioned:

    • Football:
    • The Saudi national football team is preparing for upcoming matches against the Bahraini and Australian national teams. Preparations include training sessions. Specific players like Abdullah Mado and Jihad Thikri are mentioned, with Mado participating in training and Thikri being replaced due to injury. The coach, Herve Renard, will determine the lineup for the match against Bahrain. The team will conduct training sessions, with the first quarter-hour open to media, before traveling to Manama.
    • The draw for the Round of 32 of the Custodian of the Two Holy Mosques Cup (King’s Cup) for the 2025-2026 season was held. This competition is referred to as one of the “most expensive cups”. The draw resulted in strong matchups, including Al Ittihad facing Al Wehda, Al Hilal meeting Al Adalah, Al Nassr playing Al Arabi, and Al Ahli visiting Jeddah. Other matchups for the Round of 32 are also listed. The matches are scheduled to take place between September 21-24, with the exact times and stadiums to be determined later. The participating clubs include teams from the Roshen Saudi League and the first division.
    • Al Hilal club’s striker, Aleksandar Mitrovic, is reportedly on the radar of three English clubs: Manchester United, Everton, and West Ham United. Mitrovic is 30 years old and is seemingly willing to accept a pay cut to return to play in Europe. Al Hilal might agree to sell him if an offer of 40 million British pounds is received. Mitrovic joined Al Hilal in the summer of 2023. In his first season, he helped the team win the local treble (Roshen League, King’s Cup, Saudi Super Cup). He also won the Super Cup again at the start of the 2024-2025 season. The source notes that Al Hilal’s performance this season was below expectations, as they lost the Roshen League title, were eliminated from the King’s Cup quarter-finals, and the Elite Asian Champions League semi-finals. Mitrovic’s statistics for Al Hilal (appearances, goals, assists) and his current market value are also provided.
    • The Saudi Football Federation participated in the FIFA Global Football Week. This event, organized by FIFA, aims to implement social initiatives and enhance closeness between communities, players, fans, and cultures. The SFF’s participation was through regional training centers, academies, and sports clubs across various regions in the Kingdom. The event included sports and entertainment activities under the slogan “Together We Are Stronger,” coinciding with FIFA Foundation Day and the Paris Olympics. The SFF also prepared tools for national federations, clubs, centers, and communities to help organize successful local events for this occasion, which is being held for the first time and is planned to be annual.
    • Al Hazem club has achieved promotion back to the Roshen Saudi League. Their return followed a playoff victory. The source highlights the club’s determination, the cooperation among players, administration, and fans, and the positive impact of technical and administrative changes and player acquisitions. Al Hazem has a notable history, being the team with the most promotions to the top league. Their best achievement in the league was seventh place. Their upcoming season will be their eighth in the top flight since the 2009 season. The promotion means they will play the “Al Rass derby” against Al Kholood for the first time in the top league. To maintain their position in the top league, the club needs to analyze their past performance, address weaknesses, secure strong administrative support and sufficient budget, and recruit new players.
    • An article reflects on the previous season, particularly praising Al Ittihad club’s success in winning the Roshen League and the King’s Cup. It highlights the unity within the club (administration, players, fans) as a key factor. The support from the fans, referred to as the “Ittihad stands,” is specifically commended for its organization and impact, becoming a model that other clubs and international media discussed. Fan displays during the King’s Cup final are mentioned as conveying significant messages linked to national identity and leadership.
    • A commentary section discusses various football-related topics, including issues with the Sports Arbitration Center following Al Wehda’s protest, commentary regarding the center’s management, Al Qadsiah coach’s excuses after losing to Al Ittihad, the historical loss of Italian club Inter Milan and its potential impact on speculation linking coach Inzaghi to Al Hilal.
    • The Asian ‘C’ Coaching License course, organized by the technical department of the Saudi Football Federation, has concluded. The course, held over 5 days in Jeddah, involved 24 national coaches. It aimed to enhance their skills through theoretical and practical training, including preparing training units and testing methods. This is part of the SFF’s efforts to develop national coaches.
    • The CAF Champions League saw Egyptian club Pyramids FC win the title for the first time. This is noted as significant as they are the fourth Egyptian club to win. Pyramids FC’s history, including past ownership by Saudi figure Turki Al Sheikh, and their status as a non-traditional club reaching the final are mentioned. Their victory qualifies them for the African Super Cup and the FIFA Club World Cup in 2029.
    • Preparations for the FIFA Club World Cup are mentioned, with Manchester City excluding player Mateo Kovacic due to injury. Borussia Dortmund has also begun preparations with a limited squad due to international duties. The new format tournament is set to begin in June. The timing is noted as causing issues for clubs’ schedules and player contracts. Dortmund is reportedly interested in signing Jobe Bellingham. Dortmund’s match against Fluminense in the group stage is mentioned.
    • In European football transfers, Bayer Leverkusen reportedly rejected a second offer from Liverpool for player Florian Wirtz. Details of the offer value and Leverkusen’s asking price are included. Other clubs had previously withdrawn interest due to the high price.
    • Judo:
    • The Minister of Sports Judo Cup championship has concluded. Organized by the Saudi Judo Federation, the event took place in Riyadh with the participation of over 160 players from 28 clubs in the senior category. Competitions were held across seven weight categories. The winning clubs were Al Nassr (1st), Al Hilal (2nd), Al Ahli (3rd), and Al Ittihad (4th). The Excellence Shield was awarded to Al Fateh, Al Qadsiah, and Al Shabab for their performance throughout the season. The head of the Judo Federation emphasized the tournament’s role in supporting clubs and players and raising the level of competition.
    • Multi-Sport Events / Solidarity Games:
    • The Heads of Missions seminar for the 6th Islamic Solidarity Games, to be held in Riyadh in November 2025, has commenced. The seminar includes representatives from national Olympic and Paralympic committees of the member states of the Islamic Solidarity Sports Federation. Hosting the games reflects the significant progress of Saudi sports and aims to strengthen cooperation and unity among Islamic nations through sports, aligning with Vision 2030. Presentations were given on the current preparations, operational plans, services, and facilities. Visits were also made to sports facilities, including those for camel racing and “Jump Saudi”.
    • Leadership and Sports:
    • An article discusses the qualities of a strategic leader, using the example of Crown Prince Mohammed bin Salman attending the final match of the King’s Cup. His presence is highlighted as an illustration of leadership traits such as distributing responsibility, valuing collaboration, and humility.

    These events reflect a vibrant sports scene in Saudi Arabia, with significant focus on developing national capabilities, hosting international events, and engaging communities, often linked to broader national development goals like Vision 2030.

    Download PDF Newspaper

    Read or Download PDF Newspaper – Al-Riyadh Newspaper, June 3, 2025

    By Amjad Izhar
    Contact: amjad.izhar@gmail.com
    https://amjadizhar.blog

  • Data Science Full Course For Beginners IBM

    Data Science Full Course For Beginners IBM

    This text provides a comprehensive introduction to data science, covering its growth, career opportunities, and required skills. It explores various data science tools, programming languages (like Python and R), and techniques such as machine learning and deep learning. The materials also explain how to work with different data types, perform data analysis, build predictive models, and present findings effectively. Finally, it examines the role of generative AI in enhancing data science workflows.

    Python & Data Science Study Guide

    Quiz

    1. What is the purpose of markdown cells in Jupyter Notebooks, and how do you create one?
    • Markdown cells allow you to add titles and descriptive text to your notebook. You can create a markdown cell by clicking ‘Code’ in the toolbar and selecting ‘Markdown.’
    1. Explain the difference between int, float, and string data types in Python and provide an example of each.
    • int represents integers (e.g., 5), float represents real numbers (e.g., 3.14), and string represents sequences of characters (e.g., “hello”).
    1. What is type casting in Python, and why is it important to be careful when casting a float to an integer?
    • Type casting is changing the data type of an expression (e.g., converting a string to an integer). When converting a float to an int, information after the decimal point is lost, so you must be careful.
    1. Describe the role of variables in Python and how you assign values to them.
    • Variables store values in memory, and you assign a value to a variable using the assignment operator (=). For example, x = 10 assigns 10 to the variable x.
    1. What is the purpose of indexing and slicing in Python strings and give an example.
    • Indexing allows you to access individual characters in a string using their position (e.g., string[0]). Slicing allows you to extract a substring (e.g., string[1:4]).
    1. Explain the concept of immutability in the context of strings and tuples and how it affects their manipulation.
    • Immutable data types cannot be modified after creation. If you want to change a string or a tuple you create a new string or tuple.
    1. What are the key differences between lists and tuples in Python?
    • Lists are mutable, meaning you can change them after creation; tuples are immutable. Lists are defined using square brackets [], while tuples use parentheses ().
    1. Describe dictionaries in Python and how they are used to store data using keys and values.
    • Dictionaries store key-value pairs, where keys are unique and immutable and the values are the associated information. You use curly brackets {} and each key and value are separated by a colon (e.g., {“name”: “John”, “age”: 30}).
    1. What are sets in Python, and how do they differ from lists or tuples?
    • Sets are unordered collections of unique elements. They do not keep track of order, and only contain a single instance of any item.
    1. Explain the difference between a for loop and a while loop and how each can be used.
    • A for loop is used to iterate over a sequence of elements, like a list or string. A while loop runs as long as a certain condition is true, and does not necessarily require iterating over a sequence.

    Quiz Answer Key

    1. Markdown cells allow you to add titles and descriptive text to your notebook. You can create a markdown cell by clicking ‘Code’ in the toolbar and selecting ‘Markdown.’
    2. int represents integers (e.g., 5), float represents real numbers (e.g., 3.14), and string represents sequences of characters (e.g., “hello”).
    3. Type casting is changing the data type of an expression (e.g., converting a string to an integer). When converting a float to an int, information after the decimal point is lost, so you must be careful.
    4. Variables store values in memory, and you assign a value to a variable using the assignment operator (=). For example, x = 10 assigns 10 to the variable x.
    5. Indexing allows you to access individual characters in a string using their position (e.g., string[0]). Slicing allows you to extract a substring (e.g., string[1:4]).
    6. Immutable data types cannot be modified after creation. If you want to change a string or a tuple you create a new string or tuple.
    7. Lists are mutable, meaning you can change them after creation; tuples are immutable. Lists are defined using square brackets [], while tuples use parentheses ().
    8. Dictionaries store key-value pairs, where keys are unique and immutable and the values are the associated information. You use curly brackets {} and each key and value are separated by a colon (e.g., {“name”: “John”, “age”: 30}).
    9. Sets are unordered collections of unique elements. They do not keep track of order, and only contain a single instance of any item.
    10. A for loop is used to iterate over a sequence of elements, like a list or string. A while loop runs as long as a certain condition is true, and does not necessarily require iterating over a sequence.

    Essay Questions

    1. Discuss the role and importance of data types in Python, elaborating on how different types influence operations and the potential pitfalls of incorrect type handling.
    2. Compare and contrast the use of lists, tuples, dictionaries, and sets in Python. In what scenarios is each of these data structures more beneficial?
    3. Describe the concept of functions in Python, providing examples of both built-in functions and user-defined functions, and explaining how they can improve code organization and reusability.
    4. Analyze the use of loops and conditions in Python, explaining how they allow for iterative processing and decision-making, and discuss their relevance in data manipulation.
    5. Explain the differences and relationships between object-oriented programming concepts (such as classes, objects, methods, and attributes) and how those translate into more complex data structures and functional operations.

    Glossary

    • Boolean: A data type that can have one of two values: True or False.
    • Class: A blueprint for creating objects, defining their attributes and methods.
    • Data Frame: A two-dimensional data structure in pandas, similar to a table with rows and columns.
    • Data Type: A classification that specifies which type of value a variable has, such as integer, float, string, etc.
    • Dictionary: A data structure that stores data as key-value pairs, where keys are unique and immutable.
    • Expression: A combination of values, variables, and operators that the computer evaluates to a single value.
    • Float: A data type representing real numbers with decimal points.
    • For Loop: A control flow statement that iterates over a sequence (e.g., list, tuple) and executes code for each element.
    • Function: A block of reusable code that performs a specific task.
    • Index: Position in a sequence, string, list, or tuple.
    • Integer (Int): A data type representing whole numbers, positive or negative.
    • Jupyter Notebook: An interactive web-based environment for coding, data analysis, and visualization.
    • Kernel: A program that runs code in a Jupyter Notebook.
    • List: A mutable, ordered sequence of elements defined with square brackets [].
    • Logistic Regression: A classification algorithm that predicts the probability of an instance belonging to a class.
    • Method: A function associated with an object of a class.
    • NumPy: A Python library for numerical computations, especially with arrays and matrices.
    • Object: An instance of a class, containing its own data and methods.
    • Operator: Symbols that perform operations such as addition, subtraction, multiplication, or division.
    • Pandas: A Python library for data manipulation and analysis.
    • Primary Key: A unique identifier for each record in a table.
    • Relational Database: A database that stores data in tables with rows and columns and structured relationships between tables.
    • Set: A data structure that is unordered and contains only unique values.
    • Sigmoid Function: A mathematical function used in logistic regression that outputs a value between zero and one.
    • Slicing: Extracting a portion of a sequence (e.g., list, string) using indexes (e.g., [start:end:step]).
    • SQL (Structured Query Language): Language used to manage and manipulate data in relational databases.
    • String: A sequence of characters, defined with single or double quotes.
    • Support Vector Machine (SVM): A classification algorithm that finds an optimal hyperplane to separate data classes.
    • Tuple: An immutable, ordered sequence of elements defined with parentheses ().
    • Type Casting: Changing the data type of an expression.
    • Variable: A named storage location in a computer’s memory used to hold a value.
    • View: A virtual table based on the result of an SQL query.
    • While Loop: A control flow statement that repeatedly executes a block of code as long as a condition remains true.

    Python for Data Science

    Okay, here’s a detailed briefing document summarizing the provided sources, focusing on key themes and ideas, with supporting quotes:

    Briefing Document: Python Fundamentals and Data Science Tools

    I. Overview

    This document provides a summary of core concepts in Python programming, specifically focusing on those relevant to data science. It covers topics from basic syntax and data types to more advanced topics like object-oriented programming, file handling, and fundamental data analysis libraries. The goal is to equip a beginner with a foundational understanding of Python for data manipulation and analysis.

    II. Key Themes and Ideas

    • Jupyter Notebook Environment: The sources emphasize the practical use of Jupyter notebooks for coding, analysis, and presentation. Key functionalities include running code cells, adding markdown for explanations, and creating slides for presentation.
    • “you can now start working on your new notebook… you can create a markdown to add titles and text descriptions to help with the flow of the presentation… the slides functionality in Jupiter allows you to deliver code visualization text and outputs of the executed code as part of a project”
    • Python Data Types: The document systematically covers fundamental Python data types, including:
    • Integers (int) & Floats (float): “you can have different types in Python they can be integers like 11 real numbers like 21.23%… we can have int which stands for an integer and float that stands for float essentially a real number”
    • Strings (str): “the type string is a sequence of characters” Strings are explained to be immutable, accessible by index, and support various methods.
    • Booleans (bool): “A Boolean can take on two values the first value is true… Boolean values can also be false”
    • Type Casting: The sources teach how to change one data type to another. “You can change the type of the expression in Python this is called type casting… you can convert an INT to a float for example”
    • Expressions and Variables: These sections explain basic operations and variable assignment:
    • Expressions: “Expressions describe a type of operation the computers perform… for example basic arithmetic operations like adding multiple numbers” The order of operations is also covered.
    • Variables: Variables are used to “store values” and can be reassigned, and they benefit from meaningful naming.
    • Compound Data Types (Lists, Tuples, Dictionaries, Sets):
    • Tuples: Ordered, immutable sequences using parenthesis. “tuples are an ordered sequence… tupples are expressed as comma separated elements within parentheses”
    • Lists: Ordered, mutable sequences using square brackets. “lists are also an ordered sequence… a list is represented with square brackets” Lists support methods like extend, append, and del.
    • Dictionaries: Collection with key-value pairs. Keys must be immutable and unique. “a dictionary has keys and values… the keys are the first elements they must be immutable and unique each each key is followed by a value separated by a colon”
    • Sets: Unordered collections of unique elements. “sets are a type of collection… they are unordered… sets only have unique elements” Set operations like add, remove, intersection, union, and subset checking are covered.
    • Control Flow (Conditions & Loops):
    • Conditional Statements (if, elif, else): “The if statement allows you to make a decision based on some condition… if that condition is true the set of statements within the if block are executed”
    • For Loops: Used for iterating over a sequence.“The for Loop statement allows you to execute a statement or set of statements a certain number of times”
    • While Loops: Used for executing statements while a condition is true. “a while loop will only run if a condition is me”
    • Functions:
    • Built-in Functions: len(), sum(), sorted().
    • User-defined Functions: The syntax and best practices are covered, including documentation, parameters, return values, and scope of variables. “To define a function we start with the keyword def… the name of the function should be descriptive of what it does”
    • Object-Oriented Programming (OOP):
    • Classes & Objects: “A class can be thought of as a template or a blueprint for an object… An object is a realization or instantiation of that class” The concepts of attributes and methods are also introduced.
    • File Handling: The sources cover the use of Python’s open() function, modes for reading (‘r’) and writing (‘w’), and the importance of closing files.
    • “we use the open function… the first argument is the file path this is made up of the file name and the file directory the second parameter is the mode common values used include R for reading W for writing and a for appending” The use of the with statement is advocated for automatic file closing.
    • Libraries (Pandas & NumPy):
    • Pandas: Introduction to DataFrames, importing data (read_csv, read_excel), and operations like head(), selection of columns and rows (iloc, loc), and unique value discovery. “One Way pandas allows you to work with data is in a data frame” Data slicing and filtering are shown.
    • NumPy: Introduction to ND arrays, creation from lists, accessing elements, slicing, basic vector operations (addition, subtraction, multiplication), broadcasting and universal functions, and array attributes. “a numpy array or ND array is similar to a list… each element is of the same type”
    • SQL and Relational Databases: SQL is introduced as a way to interact with data in relational database systems using Data Definition Language (DDL) and Data Manipulation Language (DML). DDL statements like create table, alter table, drop table, and truncate are discussed, as well as DML statements like insert, select, update, and delete. Concepts like views and stored procedures are also covered, as well as accessing database table and column metadata.
    • “Data definition language or ddl statements are used to define change or drop database objects such as tables… data manipulation language or DML statements are used to read and modify data in tables”
    • Data Visualization, Correlation, and Statistical Methods:
    • Pivot Tables and Heat Maps: Techniques for reshaping data and visualizing patterns using pandas pivot() method and heatmaps. “by using the pandas pivot method we can pivot the body style variable so it is displayed along the columns and the drive wheels will be displayed along the rows”
    • Correlation: Introduction to the concept of correlation between variables, using scatter plots and regression lines to visualize relationships. “correlation is a statistical metric for measuring to what extent different variables are interdependent”
    • Pearson Correlation: A method to quantify the strength and direction of linear relationships, emphasizing both correlation coefficients and p-values. “Pearson correlation method will give you two values the correlation coefficient and the P value”
    • Chi-Square Test: A method to identify if there is a relationship between categorical variables. “The Ki Square test is intended to test How likely it is that an observed distribution is due to chance”
    • Model Development:
    • Linear Regression: Introduction to simple and multiple linear regression for predictive modeling with independent and dependent variables. “simple linear regression or SLR is a method to help us understand the relationship between two variables the predictor independent variable X and the target dependent variable y”
    • Polynomial Regression: Introduction to non linear regression models.
    • Model Evaluation Metrics: Introduction to evaluation metrics like R-squared (R2) and Mean Squared Error (MSE).
    • K-Nearest Neighbors (KNN): Classification algorithm based on similarity to other cases. K selection and distance computation are discussed. “the K near nearest neighbors algorithm is a classification algorithm that takes a bunch of labeled points and uses them to learn how to label other points”
    • Evaluation Metrics for Classifiers: Metrics such as the Jaccard index, F1 Score and log loss are introduced for assessing model performance.
    • “evaluation metrics explain the performance of a model… we can Define jackard as the size of the intersection divided by the size of the Union of two label sets”
    • Decision Trees: Algorithm for data classification by splitting attributes, recursive partitioning, impurity, entropy and information gain are discussed.
    • “decision trees are built using recursive partitioning to classify the data… the algorithm chooses the most predictive feature to split the data on”
    • Logistic Regression: Classification algorithm that uses a sigmoid function to calculate probabilities and gradient descent to tune model parameters.
    • “logistic regression is a statistical and machine learning technique for classifying records of a data set based on the values of the input Fields… in logistic regression we use one or more independent variables such as tenure age and income to predict an outcome such as churn”
    • Support Vector Machines: Classification algorithm based on transforming data to a high-dimensional space and finding a separating hyperplane. Kernel functions and support vectors are introduced.
    • “a support Vector machine is a supervised algorithm that can classify cases by finding a separator svm works by first mapping data to a high-dimensional feature space so that data points can be categorized even when the data are not otherwise linearly separable”

    III. Conclusion

    These sources lay a comprehensive foundation for understanding Python programming as it is used in data science. From setting up a development environment in Jupyter Notebooks to understanding fundamental data types, functions, and object-oriented programming, the document prepares learners for more advanced topics. Furthermore, the document introduces data analysis and visualization concepts, along with model building through regression techniques and classification algorithms, equipping beginners with practical data science tools. It is crucial to delve deeper into practical implementations, which are often available in the labs.

    Python Programming Fundamentals and Machine Learning

    Python & Jupyter Notebook

    • How do I start a new notebook and run code? To start a new notebook, click the plus symbol in the toolbar. Once you’ve created a notebook, type your code into a cell and click the “Run” button or use the shortcut Shift + Enter. To run multiple code cells, click “Run All Cells.”
    • How can I organize my notebook with titles and descriptions? To add titles and descriptions, use markdown cells. Select “Markdown” from the cell type dropdown, and you can write text, headings, lists, and more. This allows you to provide context and explain the code.
    • Can I use more than one notebook at a time? Yes, you can open and work with multiple notebooks simultaneously. Click the plus button on the toolbar, or go to File -> Open New Launcher or New Notebook. You can arrange the notebooks side-by-side to work with them together.
    • How do I present my work using notebooks? Jupyter Notebooks support creating presentations. Using markdown and code cells, you can create slides by selecting the View -> Cell Toolbar -> Slides option. You can then view the presentation using the Slides icon.
    • How do I shut down notebooks when I’m finished? Click the stop icon (second from top) in the sidebar, this releases memory being used by the notebook. You can terminate all sessions at once or individually. You will know it is successfully shut down when you see “No Kernel” on the top right.

    Python Data Types, Expressions, and Variables

    • What are the main data types in Python and how can I change them? Python’s main data types include int (integers), float (real numbers), str (strings), and bool (booleans). You can change data types using type casting. For example, float(2) converts the integer 2 to a float 2.0, or int(2.9) will convert the float 2.9 to the integer 2. Casting a string like “123” to an integer is done with int(“123”) but will result in an error if the string has non-integer values. Booleans can be cast to integers where True is converted to 1, and False is converted to 0.
    • What are expressions and how are they evaluated? Expressions are operations that Python performs. These can include arithmetic operations like addition, subtraction, multiplication, division, and more. Python follows mathematical conventions when evaluating expressions, with parentheses having the highest precedence, followed by multiplication and division, then addition and subtraction.
    • How do I store values in variables and work with strings? You can store values in variables using the assignment operator =. You can then use the variable name in place of the value it stores. Variables can store results of expressions, and the type of the variable can be determined with the type() command. Strings are sequences of characters and are enclosed in single or double quotes, you can access individual elements using indexes and also perform operations like slicing, concatenation, and replication.

    Python Data Structures: Lists, Tuples, Dictionaries, and Sets

    • What are lists and tuples, and how are they different? Lists and tuples are ordered sequences used to store data. Lists are mutable, meaning you can change, add, or remove elements. Tuples are immutable, meaning they cannot be changed once created. Lists are defined using square brackets [], and tuples are defined using parentheses ().
    • What are dictionaries and sets? Dictionaries are collections that store data in key-value pairs, where keys must be immutable and unique. Sets are collections of unique elements. Sets are unordered and therefore do not have indexes or ordered keys. You can perform various mathematical set operations such as union, intersection, adding and removing elements.
    • How do I work with nested collections and change or copy lists? You can nest lists and tuples inside other lists and tuples. Accessing elements in these structures uses the same indexing conventions. Because lists are mutable, when you assign one list variable to another variable both variables refer to the same list, therefore, changes to one list impact the other this is called aliasing. To copy a list and not reference the original, use [:] (e.g., new_list = old_list[:]) to create a new copy of the original.

    Control Flow, Loops, and Functions

    • How do I use conditions and branching in Python? You can use if, elif, and else statements to perform different actions based on conditions. You use comparison operators (==, !=, <, >, <=, >=) which return True or False. Based on whether the condition is True, the corresponding code blocks are executed.
    • What is the difference between for and while loops? for loops are used for iterating over a sequence, like lists or tuples, executing a block of code for every item in that sequence. while loops repeatedly execute a block of code as long as a condition is True, you must make sure your condition will become False or it will loop forever.
    • What are functions and how do I create them? Functions are reusable blocks of code. They are defined with the def keyword followed by the function name, parentheses for parameters, and a colon. The function’s code block is indented. Functions can take inputs (parameters) and return values. Functions are documented in the first few lines using triple quotes.
    • What are variable scope and global/local variables? The scope of a variable is the part of the program where the variable is accessible. Variables defined outside of a function are global variables and are accessible everywhere. Variables defined inside a function are local variables and are only accessible within that function, there is no conflict if a local variable has the same name as a global one. If you would like to have a local variable update a global variable you can use the global keyword inside the function’s scope and assign the name of the global variable.

    Object Oriented Programming, Files, and Libraries

    • What are classes and objects in Python? Classes are templates for creating objects. An object is a specific instance of a class. You can define classes with attributes (data) and methods (functions that operate on that data) using the class keyword, you can instantiate multiple objects of the same class.
    • How do I work with files in Python? You can use the open() function to create a file object, you use the first argument to specify the file path and the second for the mode (e.g., “r” for reading, “w” for writing, “a” for appending). Using the with statement is recommended, as it automatically closes the file after use. You can use methods like read(), readline(), and write() to interact with the file.
    • What is a library and how do I use Pandas for data analysis? Libraries are pre-written code that helps solve problems, like data analysis. You can import libraries using the import statement, often with a shortened name (as keyword). Pandas is a popular library for data analysis that uses data frames to store and analyze tabular data. You can load files like CSV or Excel into pandas data frames and use its tools for cleaning, modifying, and exploring data.
    • How can I work with numpy? Numpy is a library for numerical computing, it works with arrays. You can create Numpy arrays from Python lists, you can access and slice data using indexing and slicing. Numpy arrays support many mathematical operations which are usually much faster and require less memory than regular python lists.

    Databases and SQL

    • What is SQL, a database, and a relational database? SQL (Structured Query Language) is a programming language used to manage data in a database. A database is an organized collection of data. A relational database stores data in tables with rows and columns, it uses SQL for its main operations.
    • What is an RDBMS and what are the basic SQL commands? RDBMS (Relational Database Management System) is a software tool used to manage relational databases. Basic SQL commands include CREATE TABLE, INSERT (to add data), SELECT (to retrieve data), UPDATE (to modify data), and DELETE (to remove data).
    • How do I retrieve data using the SELECT statement? You can use SELECT followed by column names to specify which columns to retrieve. SELECT * retrieves all columns from a table. You can add a WHERE clause followed by a predicate (a condition) to filter data using comparison operators (=, >, <, >=, <=, !=).
    • How do I use COUNT, DISTINCT, and LIMIT with select statements? COUNT() returns the number of rows that match a criteria. DISTINCT removes duplicate values from a result set. LIMIT restricts the number of rows returned.
    • How do I create and populate a table? You can create a table with the CREATE TABLE command. Provide the name of the table and, inside parentheses, define the name and data types for each column. Use the INSERT statement to populate tables using INSERT INTO table_name (column_1, column_2…) VALUES (value_1, value_2…).

    More SQL

    • What are DDL and DML statements? DDL (Data Definition Language) statements are used to define database objects like tables (e.g., CREATE, ALTER, DROP, TRUNCATE). DML (Data Manipulation Language) statements are used to manage data in tables (e.g., INSERT, SELECT, UPDATE, DELETE).
    • How do I use ALTER, DROP, and TRUNCATE tables? ALTER TABLE is used to add, remove, or modify columns. DROP TABLE deletes a table. TRUNCATE TABLE removes all data from a table, but leaves the table structure.
    • How do I use views in SQL? A view is an alternative way of representing data that exists in one or more tables. Use CREATE VIEW followed by the view name, the column names and AS followed by a SELECT statement to define the data the view should display. Views are dynamic and do not store the data themselves.
    • What are stored procedures? A stored procedure is a set of SQL statements stored and executed on the database server. This avoids sending multiple SQL statements from the client to the server, they can accept input parameters, and return output values. You can define them with CREATE PROCEDURE.

    Data Visualization and Analysis

    • What are pivot tables and heat maps, and how do they help with visualization? A pivot table is a way to summarize and reorganize data from a table and display it in a rectangular grid. A heat map is a graphical representation of a pivot table where data values are shown using a color intensity scale. These are effective ways to examine and visualize relationships between multiple variables.
    • How do I measure correlation between variables? Correlation measures the statistical interdependence of variables. You can use scatter plots to visualize the relationship between two numerical variables and add a linear regression line to show their trend. Pearson correlation measures the linear correlation between continuous numerical values, providing the correlation coefficient and P-value. Chi-square test is used to identify if an association between two categorical variables exists.
    • What is simple linear regression and multiple linear regression? Simple linear regression uses one independent variable to predict a dependent variable using a linear relationship, Multiple linear regression uses several independent variables to predict the dependent variable.

    Model Development

    • What is a model and how can I use it for predictions? A model is a mathematical equation used to predict a value (dependent variable) given one or more other values (independent variables). Models are trained with data that determines parameters for an equation. Once the model is trained you can input data and have the model predict an output.
    • What are R-squared and MSSE, and how are they used to evaluate model performance? R-squared measures how well the model fits the data and it represents the percentage of the data that is closest to the fitted line and represents the “goodness of fit”. Mean squared error (MSE) is the average of the square difference between the predicted values and the true values. These scores are used to measure model performance for continuous target values and are called in-sample evaluation metrics, as they use training data.
    • What is polynomial regression? Polynomial regression is a form of regression analysis in which the relationship between the independent variable and the dependent variable is modeled as an nth degree polynomial. This allows more flexibility in the curve fitting.
    • What are pipelines in machine learning? Pipelines are a way to streamline machine learning workflows. They combine multiple steps (e.g., scaling, model training) into a single entity, making the process of building and evaluating models more efficient.

    Machine Learning Classification Algorithms

    • What is the K-Nearest Neighbors algorithm and how does it work? The K-Nearest Neighbors algorithm (KNN) is a classification algorithm that uses labeled data points to learn how to label other points. It classifies new cases by looking at the ‘k’ nearest neighbors in the training data based on some sort of dissimilarity metric, the most popular label among neighbors is the predicted class for that data point. The choice of ‘k’ and the distance metric are important, and the dissimilarity measure depends on data type.
    • What are common evaluation metrics for classifiers? Common evaluation metrics for classifiers include Jaccard Index, F1 Score, and Log Loss. Jaccard Index measures similarity. F1 Score combines precision and recall. Log Loss is used to measure the performance of a probabilistic classifier like logistic regression.
    • What is a confusion matrix? A confusion matrix is used to evaluate the performance of a classification model. It shows the counts of true positives, true negatives, false positives, and false negatives. This helps evaluate where your model is making mistakes.
    • What are decision trees and how are they built? Decision trees use a tree-like structure with nodes representing decisions based on features and branches representing outcomes, they are constructed by partitioning the data by minimizing the impurity at each step based on the attribute with the highest information gain, which is the entropy of the tree before the split minus the weighted entropy of the tree after the split.
    • What is logistic regression and how does it work? Logistic regression is a machine learning algorithm used for classification. It models the probability of a sample belonging to a specific class using a sigmoid function, it returns a probability of the outcome being one and (1-p) of the outcome being zero, parameter values are trained to find parameters which produce accurate estimations.
    • What is the Support Vector Machine algorithm? A support vector machine (SVM) is a classification algorithm used for classification that works by transforming data into a high-dimensional space so that data can be categorized by drawing a separating hyperplane, the algorithm optimizes its output by maximizing the margin between classes and using data points closest to the hyperplane for learning, called support vectors.

    A Data Science Career Guide

    A career in data science is enticing due to the field’s recent growth, the abundance of electronic data, advancements in artificial intelligence, and its demonstrated business value [1]. The US Bureau of Labor Statistics projects a 35% growth rate in the field, with a median annual salary of around $103,000 [1].

    What Data Scientists Do:

    • Data scientists use data to understand the world [1].
    • They investigate and explain problems [2].
    • They uncover insights and trends hiding behind data and translate data into stories to generate insights [1, 3].
    • They analyze structured and unstructured data from varied sources [4].
    • They clarify questions that organizations want answered and then determine what data is needed to solve the problem [4].
    • They use data analysis to add to the organization’s knowledge, revealing previously hidden opportunities [4].
    • They communicate results to stakeholders, often using data visualization [4].
    • They build machine learning and deep learning models using algorithms to solve business problems [5].

    Essential Skills for Data Scientists:

    • Curiosity is essential to explore data and come up with meaningful questions [3, 4].
    • Argumentation helps explain findings and persuade others to adjust their ideas based on the new information [3].
    • Judgment guides a data scientist to start in the right direction [3].
    • Comfort and flexibility with analytics platforms and software [3].
    • Storytelling is key to communicating findings and insights [3, 4].
    • Technical Skills:Knowledge of programming languages like Python, R, and SQL [6, 7]. Python is widely used in data science [6, 7].
    • Familiarity with databases, particularly relational databases [8].
    • Understanding of statistical inference and distributions [8].
    • Ability to work with Big Data tools like Hadoop and Spark [2, 9].
    • Experience with data visualization tools and techniques [4, 9].
    • Soft Skills:Communication and presentation skills [5, 9].
    • Critical thinking and problem-solving abilities [5, 9].
    • Creative thinking skills [5].
    • Collaborative approach [5].

    Educational Background and Training

    • A background in mathematics and statistics is beneficial [2].
    • Training in probability and statistics is necessary [2].
    • Knowledge of algebra and calculus is useful [2].
    • Comfort with computer science is helpful [3].
    • A degree in a quantitative field such as mathematics or statistics is a good starting point [4]

    Career Paths and Opportunities:

    • Data science is relevant due to the abundance of available data, algorithms, and inexpensive tools [1].
    • Data scientists can work across many industries, including technology, healthcare, finance, transportation, and retail [1, 2].
    • There is a growing demand for data scientists in various fields [1, 9, 10].
    • Job opportunities can be found in large companies, small companies, and startups [10].
    • The field offers a range of roles, from entry-level to senior positions and leadership roles [10].
    • Career advancement can lead to specialization in areas like machine learning, management, or consulting [5].
    • Some possible job titles include data analyst, data engineer, research scientist, and machine learning engineer [5, 6].

    How to Prepare for a Data Science Career:

    • Learn programming, especially Python [7, 11].
    • Study math, probability, and statistics [11].
    • Practice with databases and SQL [11].
    • Build a portfolio with projects to showcase skills [12].
    • Network both online and offline [13].
    • Research companies and industries you are interested in [14].
    • Develop strong communication and storytelling skills [3, 9].
    • Consider certifications to show proficiency [3, 9].

    Challenges in the Field

    • Companies need to understand what they want from a data science team and hire accordingly [9].
    • It’s rare to find a “unicorn” candidate with all desired skills, so teams are built with diverse skills [8, 11].
    • Data scientists must stay updated with the latest technology and methods [9, 15].
    • Data professionals face technical, organizational, and cultural challenges when using generative AI models [15].
    • AI models need constant updating and adapting to changing data [15].

    Data science is a process of using data to understand different things and the world, and involves validating hypotheses with data [1]. It is also the art of uncovering insights and using them to make strategic choices for companies [1]. With a blend of technical skills, curiosity, and the ability to communicate effectively, a career in data science offers diverse and rewarding opportunities [2, 11].

    Data Science Skills and Generative AI

    Data science requires a combination of technical and soft skills to be successful [1, 2].

    Technical Skills

    • Programming languages such as Python, R, and SQL are essential [3, 4]. Python is widely used in the data science industry [4].
    • Database knowledge, particularly with relational databases [5].
    • Understanding of statistical concepts, probability, and statistical inference [2, 6-9].
    • Experience with machine learning algorithms [2, 3, 6].
    • Familiarity with Big Data tools like Hadoop and Spark, especially for managing and manipulating large datasets [2, 3, 7].
    • Ability to perform data mining, and data wrangling, including cleaning, transforming, and preparing data for analysis [3, 6, 9, 10].
    • Data visualization skills are important for effectively presenting findings [2, 3, 6, 11]. This includes using tools like Tableau, PowerBI, and R’s visualization packages [7, 10-12].
    • Knowledge of cloud computing, and cloud-based data management [3, 12].
    • Experience using libraries such as pandas, NumPy, SciPy and Matplotlib in Python, is useful for data analysis and machine learning [4].
    • Familiarity with tools like Jupyter Notebooks, RStudio, and GitHub are important for coding, collaboration and project sharing [3].

    Soft Skills

    • Curiosity is essential for exploring data and asking meaningful questions [1, 2].
    • Critical thinking and problem-solving skills are needed to analyze and solve problems [2, 7, 9].
    • Communication and presentation skills are vital for explaining technical concepts and insights to both technical and non-technical audiences [1-3, 7, 9].
    • Storytelling skills are needed to translate data into compelling narratives [1, 2, 7].
    • Argumentation is essential for explaining findings [1, 2].
    • Collaboration skills are important, as data scientists often work with other professionals [7, 9].
    • Creative thinking skills allow data scientists to develop innovative approaches [9].
    • Good judgment to guide the direction of projects [1, 2].
    • Grit and tenacity to persevere through complex projects and challenges [12, 13].

    Additional skills:

    • Business analysis is important to understand and analyze problems from a business perspective [13].
    • A methodical approach is needed for data gathering and analysis [1].
    • Comfort and flexibility with analytics platforms is also useful [1].

    How Generative AI Can Help

    Generative AI can assist data scientists in honing these skills [9]:

    • It can ease the learning process for statistics and math [9].
    • It can guide coding and help prepare code [9].
    • It can help data professionals with data preparation tasks such as cleaning, handling missing values, standardizing, normalizing, and structuring data for analysis [9, 14].
    • It can assist with the statistical analysis of data [9].
    • It can aid in understanding the applicability of different machine learning models [9].

    Note: It is important to note that while these technical skills are important, it is not always necessary to be an expert in every area [13, 15]. A combination of technical knowledge and soft skills with a focus on continuous learning is ideal [9]. It is also valuable to gain experience by creating a portfolio with projects demonstrating these skills [12, 13].

    A Comprehensive Guide to Data Science Tools

    Data science utilizes a variety of tools to perform tasks such as data management, integration, visualization, model building, and deployment [1]. These tools can be categorized into several types, including data management tools, data integration and transformation tools, data visualization tools, model building and deployment tools, code and data asset management tools, development environments, and cloud-based tools [1-3].

    Data Management Tools

    • Relational databases such as MySQL, PostgreSQL, Oracle Database, Microsoft SQL Server, and IBM Db2 [2, 4, 5]. These systems store data in a structured format with rows and columns, and use SQL to manage and retrieve the data [4].
    • NoSQL databases like MongoDB, Apache CouchDB, and Apache Cassandra are used to store semi-structured and unstructured data [2, 4].
    • File-based tools such as Hadoop File System (HDFS) and cloud file systems like Ceph [2].
    • Elasticsearch is used for storing and searching text data [2].
    • Data warehouses, data marts and data lakes are also important for data storage and retrieval [4].

    Data Integration and Transformation Tools

    • ETL (Extract, Transform, Load) tools are used to extract data from various sources, transform it into a usable format, and load it into a data warehouse [1, 4].
    • Apache Airflow, Kubeflow, Apache Kafka, Apache NiFi, Apache Spark SQL, and Node-RED are open-source tools used for data integration and transformation [2].
    • Informatica PowerCenter and IBM InfoSphere DataStage are commercial tools used for ETL processes [5].
    • Data Refinery is a tool within IBM Watson Studio that enables data transformation using a spreadsheet-like interface [3, 5].

    Data Visualization Tools

    • Tools that present data in graphical formats, such as charts, plots, maps, and animations [1].
    • Programming libraries like Pixie Dust for Python, which also has a user interface that helps with plotting [2].
    • Hue which can create visualizations from SQL queries [2].
    • Kibana, a data exploration and visualization web application [2].
    • Apache Superset is another web application used for data exploration and visualization [2].
    • Tableau, Microsoft Power BI, and IBM Cognos Analytics are commercial business intelligence (BI) tools used for creating visual reports and dashboards [3, 5].
    • Plotly Dash for building interactive dashboards [6].
    • R’s visualization packages such as ggplot, plotly, lattice, and leaflet [7].
    • Data Mirror is a cloud-based data visualization tool [3].

    Model Building and Deployment Tools

    • Machine learning and deep learning libraries in Python such as TensorFlow, PyTorch, and scikit-learn [8, 9].
    • Apache PredictionIO and Seldon are open-source tools for model deployment [2].
    • MLeap is another tool to deploy Spark ML models [2].
    • TensorFlow Serving is used to deploy TensorFlow models [2].
    • SPSS Modeler and SAS Enterprise Miner are commercial data mining products [5].
    • IBM Watson Machine Learning and Google AI Platform Training are cloud-based services for training and deploying models [1, 3].

    Code and Data Asset Management Tools

    • Git is the standard tool for code asset management, or version control, with platforms like GitHub, GitLab, and Bitbucket being popular for hosting repositories [2, 7, 10].
    • Apache Atlas, ODP Aeria, and Kylo are tools used for data asset management [2, 10].
    • Informatica Enterprise Data Governance and IBM provide tools for data asset management [5].

    Development Environments

    • Jupyter Notebook is a web-based environment that supports multiple programming languages, and is popular among data scientists for combining code, visualizations, and narrative text [4, 10, 11]. Jupyter Lab is a more modern version of Jupyter Notebook [10].
    • RStudio is an integrated development environment (IDE) specifically for the R language [4, 7, 10].
    • Spyder is an IDE that attempts to mimic the functionality of RStudio, but for the Python world [10].
    • Apache Zeppelin provides an interface similar to Jupyter Notebooks but with integrated plotting capabilities [10].
    • IBM Watson Studio provides a collaborative environment for data science tasks, including tools for data pre-processing, model training, and deployment, and is available in cloud and desktop versions [1, 2, 5].
    • Visual tools like KNIME and Orange are also used [10].

    Cloud-Based Tools

    • Cloud platforms such as IBM Watson Studio, Microsoft Azure Machine Learning, and H2O Driverless AI offer fully integrated environments for the entire data science life cycle [3].
    • Amazon Web Services (AWS), Google Cloud, and Microsoft Azure provide various services for data storage, processing, and machine learning [3, 12].
    • Cloud-based versions of existing open-source and commercial tools are widely available [3].

    Programming Languages

    • Python is the most widely used language in data science due to its clear syntax, extensive libraries, and supportive community [8]. Libraries include pandas, NumPy, SciPy, Matplotlib, TensorFlow, PyTorch, and scikit-learn [8, 9].
    • R is specifically designed for statistical computing and data analysis [4, 7]. Packages such as dplyr, stringr, ggplot, and caret are widely used [7].
    • SQL is essential for managing and querying databases [4, 11].
    • Scala and Java are general purpose languages used in data science [9].
    • C++ is used to build high-performance libraries such as TensorFlow [9].
    • JavaScript can be used for data science with libraries such as tensorflow.js [9].
    • Julia is used for high performance numerical analysis [9].

    Generative AI Tools

    • Generative AI tools are also being used for various tasks, including data augmentation, report generation, and model development [13].
    • SQL through AI converts natural language queries into SQL commands [12].
    • Tools such as DataRobot, AutoGluon, H2O Driverless AI, Amazon SageMaker Autopilot, and Google Vertex AI are used for automated machine learning (AutoML) [14].
    • Free tools such as AIO are also available for data analysis and visualization [14].

    These tools support various aspects of data science, from data collection and preparation to model building and deployment. Data scientists often use a combination of these tools to complete their work.

    Machine Learning Fundamentals

    Machine learning is a subset of AI that uses computer algorithms to analyze data and make intelligent decisions based on what it has learned, without being explicitly programmed [1, 2]. Machine learning algorithms are trained with large sets of data, and they learn from examples rather than following rules-based algorithms [1]. This enables machines to solve problems on their own and make accurate predictions using the provided data [1].

    Here are some key concepts related to machine learning:

    • Types of machine learning:Supervised learning is a type of machine learning where a human provides input data and correct outputs, and the model tries to identify relationships and dependencies between the input data and the correct output [3]. Supervised learning comprises two types of models:
    • Regression models are used to predict a numeric or real value [3].
    • Classification models are used to predict whether some information or data belongs to a category or class [3].
    • Unsupervised learning is a type of machine learning where the data is not labeled by a human, and the models must analyze the data and try to identify patterns and structure within the data based on its characteristics [3, 4]. Clustering models are an example of unsupervised learning [3].
    • Reinforcement learning is a type of learning where a model learns the best set of actions to take given its current environment to get the most rewards over time [3].
    • Deep learning is a specialized subset of machine learning that uses layered neural networks to simulate human decision-making [1, 2]. Deep learning algorithms can label and categorize information and identify patterns [1].
    • Neural networks (also called artificial neural networks) are collections of small computing units called neurons that take incoming data and learn to make decisions over time [1, 2].
    • Generative AI is a subset of AI that focuses on producing new data rather than just analyzing existing data [1, 5]. It allows machines to create content, including images, music, language, and computer code, mimicking creations by people [1, 5]. Generative AI can also create synthetic data that has similar properties as the real data, which is useful for training and testing models when there isn’t enough real data [1, 5].
    • Model training is the process by which a model learns patterns from data [3, 6].

    Applications of Machine Learning

    Machine learning is used in many fields and industries [7, 8]:

    • Predictive analytics is a common application of machine learning [2].
    • Recommendation systems, such as those used by Netflix or Amazon, are also a major application [2, 8].
    • Fraud detection is another key area [2]. Machine learning is used to determine whether a credit card charge is fraudulent in real time [2].
    • Machine learning is also used in the self-driving car industry to classify objects a car might encounter [7].
    • Cloud computing service providers like IBM and Amazon use machine learning to protect their services and prevent attacks [7].
    • Machine learning can be used to find trends and patterns in stock data [7].
    • Machine learning is used to help identify cancer using X-ray scans [7].
    • Machine learning is used in healthcare to predict whether a human cell is benign or malignant [8].
    • Machine learning can help determine proper medicine for patients [8].
    • Banks use machine learning to make decisions on loan applications and for customer segmentation [8].
    • Websites such as Youtube, Amazon, or Netflix use machine learning to develop recommendations for their customers [8].

    How Data Scientists Use Machine Learning

    Data scientists use machine learning algorithms to derive insights from data [2]. They use machine learning for predictive analytics, recommendations, and fraud detection [2]. Data scientists also use machine learning for the following tasks:

    • Data preparation: Machine learning models benefit from the standardization of data, and data scientists use machine learning to address outliers or different scales in data sets [4].
    • Model building: Machine learning is used to build models that can analyze data and make intelligent decisions [1, 3].
    • Model evaluation: Data scientists need to evaluate the performance of the trained models [9].
    • Model deployment: Data scientists deploy models to make them available to applications [10, 11].
    • Data augmentation: Generative AI, a subset of machine learning, is used to augment data sets when there is not enough real data [1, 5, 12].
    • Code generation: Generative AI can help data scientists generate software code for building analytic models [1, 5, 12].
    • Data exploration: Generative AI tools can explore data, uncover patterns and insights and assist with data visualization [1, 5].

    Machine Learning Techniques

    Several techniques are commonly used in machine learning [4, 13]:

    • Regression is a technique for predicting a continuous value, such as the price of a house [13].
    • Classification is a technique for predicting the class or category of a case [13].
    • Clustering is a technique that groups similar cases [4, 13].
    • Association is a technique for finding items that co-occur [13].
    • Anomaly detection is used to find unusual cases [13].
    • Sequence mining is used for predicting the next event [13].
    • Dimension reduction is used to reduce the size of data [13].
    • Recommendation systems associate people’s preferences with others who have similar tastes [13].
    • Support Vector Machines (SVM) are used for classification by finding a separator [14]. SVMs map data to a higher dimensional feature space so data points can be categorized [14].
    • Linear and Polynomial Models are used for regression [4, 15].

    Tools and Libraries

    Machine learning models are implemented using popular frameworks such as TensorFlow, PyTorch, and Keras [6]. These learning frameworks provide a Python API and support other languages such as C++ and Javascript [6]. Scikit-learn is a free machine learning library for the Python programming language that contains many classification, regression, and clustering algorithms [4].

    The field of machine learning is constantly evolving, and data scientists are always learning about new techniques, algorithms and tools [16].

    Generative AI: Applications and Challenges

    Generative AI is a subset of artificial intelligence that focuses on producing new data rather than just analyzing existing data [1, 2]. It allows machines to create content, including images, music, language, computer code, and more, mimicking creations by people [1, 2].

    How Generative AI Operates

    Generative AI uses deep learning models like Generative Adversarial Networks (GANs) and Variational Autoencoders (VAEs) [1, 2]. These models learn patterns from large volumes of data and create new instances that replicate the underlying distributions of the original data [1, 2].

    Applications of Generative AI Generative AI has a wide array of applications [1, 2]:

    • Natural Language Processing (NLP), such as OpenAI’s GPT-3, can generate human-like text, which is useful for content creation and chatbots [1, 2].
    • In healthcare, generative AI can synthesize medical images, aiding in the training of medical professionals [1, 2].
    • Generative AI can create unique and visually stunning artworks and generate endless creative visual compositions [1, 2].
    • Game developers use generative AI to generate realistic environments, characters, and game levels [1, 2].
    • In fashion, generative AI can design new styles and create personalized shopping recommendations [1, 2].
    • Generative AI can also be used for data augmentation by creating synthetic data with similar properties to real data [1, 2]. This is useful when there isn’t enough real data to train or test a model [1, 2].
    • Generative AI can be used to generate and test software code for constructing analytic models, which has the potential to revolutionize the field of analytics [2].
    • Generative AI can generate business insights and reports, and autonomously explore data to uncover hidden patterns and enhance decision-making [2].

    Types of Generative AI Models

    There are four common types of generative AI models [3]:

    • Generative Adversarial Networks (GANs) are known for their ability to create realistic and diverse data. They are versatile in generating complex data across multiple modalities like images, videos, and music. GANs are good at generating new images, editing existing ones, enhancing image quality, generating music, producing creative text, and augmenting data [3]. A notable example of a GAN architecture is StyleGAN, which is specifically designed for high-fidelity images of faces with diverse styles and attributes [3].
    • Variational Autoencoders (VAEs) discover the underlying patterns that govern data organization. They are good at uncovering the structure of data and can generate new samples that adhere to inherent patterns. VAEs are efficient, scalable, and good at anomaly detection. They can also compress data, perform collaborative filtering, and transform the style of one image into another [3]. An example of a VAE is VAEGAN, a hybrid model combining VAEs and GANs [3].
    • Autoregressive models are useful for handling sequential data like text and time series. They generate data one element at a time and are good at generating coherent text, converting text into natural-sounding speech, forecasting time series, and translating languages [3]. A prominent example of an autoregressive model is Generative Pre-trained Transformer (GPT), which can generate human-quality text, translate languages, and produce creative content [3].
    • Flow-based models are used to model the probability distribution of data, which allows for efficient sampling and generation. They are good at generating high-quality images and simulating synthetic data. Data scientists use flow-based models for anomaly detection and for estimating probability density function [3]. An example of a flow-based model is RealNVP, which generates high-quality images of human faces [3].

    Generative AI in the Data Science Life Cycle

    Generative AI is a transformative force in the data science life cycle, providing data scientists with tools to analyze data, uncover insights, and develop solutions [4]. The data science lifecycle consists of five phases [4]:

    • Problem definition and business understanding: Generative AI can help generate new ideas and solutions, simulate customer profiles to understand needs, and simulate market trends to assess opportunities and risks [4].
    • Data acquisition and preparation: Generative AI can fill in missing values in data sets, augment data by generating synthetic data, and detect anomalies [4].
    • Model development and training: Generative AI can perform feature engineering, explore hyperparameter combinations, and generate explanations of complex model predictions [4].
    • Model evaluation and refinement: Generative AI can generate adversarial or edge cases to test model robustness and can train a generative model to mimic model uncertainty [4].
    • Model deployment and monitoring: Generative AI can continuously monitor data, provide personalized experiences, and perform A/B testing to optimize performance [4].

    Generative AI for Data Preparation and Querying Generative AI models are used for data preparation and querying tasks by:

    • Imputing missing values: VAEs can learn intricate patterns within the data and generate plausible values [5].
    • Detecting outliers: GANs can learn the boundaries of standard data distributions and identify outliers [5].
    • Reducing noise: Autoencoders can capture core information in data while discarding noise [5].
    • Data Translation: Neural machine translation (NMT) models can accurately translate text from one language to another, and can also perform text-to-speech and image-to-text translations [5].
    • Natural Language Querying: Large language models (LLMs) can interpret natural language queries and translate them into SQL statements [5].
    • Query Recommendations: Recurrent neural networks (RNNs) can capture the temporal relationship between queries, enabling them to predict the next query based on a user’s current query [5].
    • Query Optimization: Graph neural networks (GNNs) can represent data as a graph to understand connections between entities and identify the most efficient query execution plans [5].

    Generative AI in Exploratory Data Analysis

    Generative AI can also assist with exploratory data analysis (EDA) by [6]:

    • Generating descriptive statistics for numerical and categorical data.
    • Generating synthetic data to understand the distribution of a particular variable.
    • Modeling the joint distribution of two variables to reveal their potential correlation.
    • Reducing the dimensionality of data while preserving relationships between variables.
    • Enhancing feature engineering by generating new features that capture the structure of the data.
    • Identifying potential patterns and relationships in the data.

    Generative AI for Model Development Generative AI can be used for model development by [6]:

    • Helping select the most appropriate model architecture.
    • Assessing the importance of different features.
    • Creating ensemble models by generating diverse representations of data.
    • Interpreting the predictions made by a model by generating representatives of the data.
    • Improving a model’s generalization ability and preventing overfitting.

    Tools for Model Development

    Several generative AI tools are used for model development [7]:

    • DataRobot is an AI platform that automates the building, deployment, and management of machine learning models [7].
    • AutoGluon is an open-source automated machine learning library that simplifies the development and deployment of machine learning models [7].
    • H2O Driverless AI is a cloud-based automated machine learning platform that supports automatic model building, deployment, and monitoring [7].
    • Amazon SageMaker Autopilot is a managed service that automates the process of building, training, and deploying machine learning models [7].
    • Google Vertex AI is a fully managed cloud-based machine learning platform [7].
    • ChatGPT and Google Bard can be used for AI-powered script generation to streamline the model building process [7].

    Considerations and Challenges When using generative AI, there are several factors to consider, including data quality, model selection, and ethical implications [6, 8]:

    • The quality of training data is critical; bias in training data can lead to biased results [8].
    • The choice of model and training parameters determines how explainable the model output is [8].
    • There are ethical implications to consider, such as ensuring the models are used responsibly and do not contribute to malicious activities [8].
    • The lack of high quality labeled data, the difficulty of interpreting models, the computational expense of training large models, and the lack of standardization are technical challenges in using generative AI [9].
    • There are also organizational challenges, including copyright and intellectual property issues, the need for specialized skills, integrating models into existing systems, and measuring return on investment [9].
    • Cultural challenges include risk aversion, data sharing concerns, and issues related to trust and transparency [9].

    In summary, generative AI is a powerful tool with a wide range of applications across various industries. It is used for data augmentation, data preparation, data querying, model development, and exploratory data analysis. However, it is important to be aware of the challenges and ethical considerations when using generative AI to ensure its responsible deployment.

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    By Amjad Izhar
    Contact: amjad.izhar@gmail.com
    https://amjadizhar.blog

  • Al-Riyadh Newspaper, June 2, 2025: Hajj Pilgrimage, Economics, International Relations, Gaza Conflict

    Al-Riyadh Newspaper, June 2, 2025: Hajj Pilgrimage, Economics, International Relations, Gaza Conflict

    This compilation of articles from the Riyadh newspaper provides a snapshot of current events and developments across various sectors in June 2025. Several pieces focus on the upcoming Hajj pilgrimage, detailing security preparations, health services utilizing advanced technology like drones, and the arrival of Palestinian pilgrims hosted by Saudi Arabia. Other articles cover economic matters, including adjustments to the Saudi housing support program to aid citizens and a discussion on global energy markets, touching on oil price fluctuations and the impact of trade tensions. Finally, the collection features articles on international relations, notably discussing Jordan’s efforts to end the conflict in Gaza, the US envoy’s rejection of Hamas’s ceasefire response, and Saudi Arabia’s evolving relationship with Syria as seen through renewed flight routes.

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    Listen or Download Podcast – Al-Riyadh Newspaper, June 2, 2025

    Gaza War and the Palestinian Cause: Situation, Diplomacy, and Change

    Based on the sources provided, here is a discussion of the Gaza War and related issues concerning the Palestinian cause:

    The sources highlight the ongoing conflict in the Gaza Strip and the broader Palestinian issue, emphasizing various dimensions including the severity of the situation on the ground, diplomatic efforts, and changing regional dynamics.

    Situation in Gaza and Occupied Territories:

    • The sources describe the situation in the Gaza Strip as involving war, a blockade, and a humanitarian catastrophe.
    • There are escalating violations and a loss of opportunities for solutions.
    • Israel is reported to be committing massacres against Palestinians, with international and International Court of Justice testimony cited as support for this. One specific incident mentioned is an Israeli shelling on a house that resulted in the death of nine children (Rivane, Eve, Jubran, Rasan, Rakan, Yahya, Adam, and Sidra) and injuries to the sole surviving child (Luqman) and their father, who is in intensive care.
    • The sources mention continuous Israeli ground operations in areas south of Khan Younis, including Al-Najjar and Khuza’a, which have expanded to target dozens of residential homes and the hospital area, accompanied by intensive air raids and artillery shelling.
    • Beyond Gaza, the sources also note actions in other occupied territories, specifically settler activities in areas like Sinjil, Burqa, Ni’lin, Qibya, and Sa’ir. Settlers are described as attacking residents’ homes, Palestinian vehicles with stones, farmers on their land, and forcing Palestinians to leave their land, sometimes releasing sheep into agricultural crops. Occupation forces are reported to protect settlers and make arrests of Palestinians attempting to confront them.

    Diplomatic Stances and Efforts:

    • Saudi Arabia maintains a position emphasizing that the recognition of the State of Palestine is not merely symbolic but a tangible plan towards peace and stability in the region.
    • The Saudi Foreign Minister, Prince Faisal bin Farhan, has called on European countries to recognize the State of Palestine, reiterating a long-held Saudi strategic stance. This call is described as putting points on the letters after years of Western avoidance.
    • Saudi Arabia views recognition as a fundamental right that would end double standards and grant the Palestinians legitimacy that has been denied for decades.
    • The sources indicate that the Saudi movement is not limited to statements but involves working through multiple channels including the Arab League, the United Nations, the Organization of Islamic Cooperation (OIC), and Gulf summits to mobilize international recognition and confront attempts to legitimize the reality of the occupation. The OIC is highlighted as a key platform for defending the interests and issues of its member states, including the Palestinian cause.
    • Saudi Arabia is repositioning its tools and addressing the world with a realistic and impactful language. The sources suggest the need for decisiveness, presenting Europe with a “final moral test” to either stand for justice or remain in gray positions that fail to build security or create peace.
    • A Ministerial Committee from the Extraordinary Arab-Islamic Summit concerning developments in the Gaza Strip, chaired by Prince Faisal bin Farhan, met in Amman. This meeting discussed efforts to end the war and blockade on Gaza, allow the flow of aid, and strengthen efforts to stop all violations by the Israeli occupation authorities against the Palestinian people and occupied territories.
    • Saudi Arabia is co-chairing a high-level international conference with France in New York in June aimed at a peaceful settlement of the Palestinian issue and the implementation of the two-state solution, as part of efforts to embody an independent Palestinian state based on the June 4th lines.
    • The sources also mention Saudi Arabia’s historical and honorable stances towards the Palestinian cause, describing them as an extension of the leadership’s directives. This includes hosting Palestinian pilgrims from the families of martyrs, prisoners, and wounded under a specific program, seen as reinforcing Islamic brotherhood.

    Changing Dynamics:

    • The sources analyze a shift in the global mood towards Israel. The world is witnessing what is described as “genocide” practiced by Israel.
    • The situation has changed, and rising regional powers, led by Saudi Arabia, are now in a position to directly influence international decisions.
    • The change in the international mood towards Israel is presented as a continuous reality, not just a temporary state. It is suggested that Israel must recognize that the region has changed in favor of regional countries, regardless of the size of external support it receives. Israel is expected to lose much of its standing in the long term due to popular and geopolitical transformations.

    Saudi Housing Support Amendment

    Based on the provided sources, there is specific information regarding Housing Support in Saudi Arabia.

    According to the source, the Council of Ministers has approved an amendment to the housing support regulation. This amendment is presented as one of the mechanisms provided by the state. The primary goal of this amendment is to increase the percentage of home ownership for citizens.

    The amendment is described as a continuation of the efforts undertaken by the “Sakani” program. This program aims to provide diverse housing options and solutions that are suitable for the needs of Saudi families. It offers flexible and multiple solutions for beneficiaries. The overall effort, including the amendment and the Sakani program, is part of strengthening housing support and accelerating the pace of family ownership through diverse housing and financing options.

    Preparing for Hajj: Safety and Service for Guests of Rahman

    Based on the provided sources, preparations for the Hajj season involve extensive efforts across various sectors to ensure the safety, health, and comfort of pilgrims, referred to as Guests of Rahman. These preparations are described as a great human message representing the highest forms of sacrifice and giving.

    Key aspects of Hajj preparations highlighted in the sources include:

    • Overall Readiness and Effort: The Kingdom of Saudi Arabia undertakes tremendous efforts under the leadership of the Custodian of the Two Holy Mosques and his Crown Prince for the organization and crowd management (التنظيم والتفويج) in serving the Guests of Rahman. This effort is part of strengthening Islamic brotherhood and is seen as an extension of the leadership’s directives. The Hajj care provided has become a global model for smart management, health, and logistical services, ensuring service for millions of pilgrims.
    • Security: There is a focus on the readiness and preparedness of Hajj security forces for executing their field tasks in preserving Hajj security. This involves field exercises and simulations of different security scenarios and a review of security equipment, including vehicles, security aviation, and advanced equipment used during the Hajj season. Security personnel are described as the first line of protection for Guests of Rahman, working with resolve and seriousness amidst the large influx of crowds and diverse nationalities, cultures, and languages. Their roles extend beyond enforcing order to providing direct assistance, handling emergency human situations, and dealing with the elderly and sick with compassion and calmness, even working long hours under difficult conditions.
    • Health and Medical Services: The health system’s readiness for Guests of Rahman is a significant part of the preparations. Health services provided are reviewed, including complex procedures like open-heart surgeries and cardiac catheterizations. Advanced technology is being integrated, such as the activation of drones for the first time in the medical supply system during Hajj to transport urgent medical items to high-density areas, avoiding traffic. Paramedics (المسعفون) are described as the first line of defense in confronting emergency situations, distributed throughout the holy sites ready for any emergency. They handle cases like heat strokes and exhaustion, transporting critical cases to equipped ambulances quickly. They approach pilgrims with reassuring smiles and comforting words, carrying compassion and a sense of responsibility. Health awareness materials are prepared, including a health awareness bag distributed in 8 languages.
    • Services (Water, Environment): Readiness inspections are conducted for sectors like water and environmental services in Mecca and the holy sites. The goal is to double efforts and raise the readiness of all system sectors to provide the highest standards of quality and efficiency to create an ideal environment for pilgrims.
    • Logistics and Crowd Management: Facilitating crowd management is crucial to ensure the safety of pilgrims. This is supported by providing technologies and tools such as counting sensors for real-time density data and guiding screens and boards. The regulations and laws, such as “No Hajj without a permit” (لا حج بلا تصريح), are emphasized as regulatory systems approved by the Kingdom that must be respected by all wishing to perform Hajj for the sake of everyone.
    • Guidance and Support (Religious, Humanitarian): Specific programs exist, such as the hosting of Palestinian pilgrims from the families of martyrs, prisoners, and wounded, as part of reinforcing Islamic brotherhood. This includes a comprehensive operational plan for their service in Mecca and Medina. Volunteers (المتطوعون) are present everywhere with sincere smiles, undertaking varied tasks like guiding the lost, distributing water, and helping the elderly, all with the single goal of serving Guests of Rahman with love and seeking reward. Volunteering in Hajj is described as a great responsibility requiring patience and tact. Additionally, a number of Sheikhs are assigned to respond to pilgrims’ inquiries. The care and attention, including special care for communities like the deaf, are seen as embodying the values of mercy and justice in serving pilgrims.

    Overall, the preparations are multifaceted, combining advanced technology, dedicated human effort, and rigorous organization to manage the immense scale of the Hajj pilgrimage, ensuring pilgrims can perform their rituals safely and smoothly.

    Gaza Humanitarian Crisis and Aid Efforts

    Based on the sources provided and our conversation history, the issue of Palestine Aid is discussed primarily in the context of the ongoing conflict in Gaza and broader humanitarian efforts.

    The sources indicate a critical humanitarian situation in the Gaza Strip, describing it as involving war, a blockade, and a humanitarian catastrophe. There are specific reports of Israel committing massacres against Palestinians, including an incident where aid seekers were targeted in Gaza. The sources also state that only a small amount of aid has arrived, suggesting a significant shortfall in necessary supplies.

    Diplomatic efforts are underway to address this situation. A Ministerial Committee from the Extraordinary Arab-Islamic Summit, chaired by Saudi Arabia’s Foreign Minister, met in Amman to discuss, among other things, ending the war and blockade on Gaza and allowing the flow of aid. The Palestinian Foreign Ministry stated that the Israeli government prevented a visit by a delegation from this committee to the State of Palestine via the occupied West Bank, viewing this as a flagrant violation of its commitments under international law.

    In a different form of support, the sources mention the arrival of the first groups of guests hosted by the Custodian of the Two Holy Mosques from the families of Palestinian martyrs, prisoners, and wounded. This program reinforces Islamic brotherhood and includes a comprehensive plan for their service during Hajj.

    The King Salman Humanitarian Aid and Relief Centre (KSrelief) is also mentioned as continuing to implement humanitarian and relief projects in several countries around the world to alleviate the suffering of affected populations. These efforts aim to assist the needy and achieve food and health security in affected areas. While these sources detail KSrelief’s global work, including aid distribution in Syria, they do not specifically mention aid directed to Palestine in this particular context.

    Oil Market Dynamics and OPEC+ Influence

    Based on the provided sources, discussions related to oil market stability revolve around factors influencing prices and supply, as well as the actions of organizations like OPEC and OPEC+ aimed at managing market dynamics.

    The sources indicate that the efforts of OPEC and the countries allied with it within the framework of OPEC+ to raise production have begun to bear fruit. It is argued that this production increase, which some had criticized, has proven to be correct, and that OPEC+’s calculations were accurate.

    The issue, according to one source, lies in the oil cycle. Increasing production can lead to a market surplus, causing oil prices to fall. This, in turn, leads to a decrease in the activity of oil and gas companies operating in areas with high production costs, such as deepwater drilling and shale gas producers whose production costs average around $65 per barrel. In comparison, the average production cost in the Middle East is around $25 per barrel, and in Saudi Arabia it is about $3.19. The reduction in production by these high-cost companies causes supply to decrease, leading to prices rising again – and so the cycle continues. This cycle, it is argued, was the cause of energy crises over the past 15 years.

    Source provides specific details about recent market conditions:

    • The average price of the OPEC crude basket during the first quarter was $76.7 per barrel, an increase of 4.4% compared to the previous quarter.
    • The price of Brent crude rose to $74.9 per barrel, and the price of West Texas Intermediate (WTI) crude rose to $71.4 per barrel.
    • These price increases were driven by a combination of positive economic forecasts, geopolitical tensions, fears of supply shortages, and rising demand for petroleum products used for heating during the winter season.
    • Globally, oil supplies increased by 0.7% on a quarterly basis, reaching approximately 103.1 million barrels, primarily due to increased production from Kazakhstan, Canada, Iran, Nigeria, Libya, Russia, and the United States, despite decreases in other OPEC countries, Azerbaijan, and the OECD.
    • Global demand for oil decreased by 1.3% on a quarterly basis, reaching approximately 104.1 million barrels per day. This was influenced by decreased consumption in the United States, China, Europe, Russia, the Americas, the Middle East, and Latin America, while India and other Asian countries recorded increases.

    Overall, the sources highlight the complex interplay of production adjustments by key players like OPEC+, global supply and demand dynamics, geopolitical factors, and economic outlooks that all contribute to the fluctuating nature of oil prices and the market cycle. The actions of OPEC+ in adjusting production are presented as a means to navigate these dynamics.

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    By Amjad Izhar
    Contact: amjad.izhar@gmail.com
    https://amjadizhar.blog

  • Advanced Excel Pivot Table Techniques

    Advanced Excel Pivot Table Techniques

    These texts, likely from a course on advanced pivot tables, provide a comprehensive guide to working with pivot tables in Excel. The content covers essential foundational skills, starting with creating a basic pivot table from raw data, ensuring the data is properly formatted and cleaned, and placing it into a table for easier management. It then moves into more advanced techniques, including importing data from external sources like text files and Access databases, demonstrating how to consolidate data from multiple sources, and showing various ways to group data within a pivot table by text, numbers, and dates. Finally, the texts explore formatting options for pivot tables, including applying built-in and custom styles, and handling error values and empty cells to present data clearly.

    Fundamentals of Excel Pivot Tables

    Based on the provided sources, here is a discussion of pivot table basics:

    Pivot tables are described as the single most useful tool available in Excel for analyzing data. They are helpful for analyzing data in different ways, such as seeing the total sales accumulated by managers, sales in each category, sales by store, or sales between certain dates. The sources mention a recap of basic pivot table skills early in the course for those who haven’t used them recently or are not overly familiar with creating them from scratch.

    Before creating a pivot table, it’s recommended to start with clean data. Cleaning data involves ensuring consistency and the absence of anomalies, such as blank rows, blank cells, inconsistent case, duplicates, and ensuring everything is formatted correctly. The sources also emphasize the importance of putting your data into a regular Excel table before creating a pivot table. This can be done by selecting the data and using Control + T, or by going to the Home ribbon, Styles group, and selecting “Format as Table”. When data is in a table, the “Table Design” contextual ribbon appears when clicked within the data. Another indicator is the presence of filter buttons at the top of each column. It’s also recommended to name your table for easier reading and understanding. Naming a table involves going to the Table Design ribbon, Properties group, and entering a name (without spaces, using underscores if needed), remembering to hit Enter. Putting data into a table also makes it easier to update pivot tables later when new data is added, as the table automatically expands to accommodate new rows.

    To create a pivot table from scratch, make sure you are clicked within your data. You can use the “Summarize with PivotTables” option on the Table Design ribbon or go to the Insert ribbon and select the “PivotTable” button in the Tables group. Clicking either option opens a dialog box.

    In this dialog box, you need to:

    1. Choose the data you want to analyze. Excel often intuitively picks up the table name or range you are clicked within. You can also choose to use an external data source.
    2. Choose where to place the pivot table report. It is generally suggested to keep your raw data separate from your pivot tables, so placing it on a new worksheet is recommended. You can rename the new sheet to something meaningful like “Pivot Table”.
    3. Click OK.

    Once the pivot table is created, you will see an empty pivot table report area on the left and the PivotTable Fields pane on the right. If the pane is not visible, ensure you are clicked within the pivot table report area, or go to the PivotTable Analyze ribbon, Show group, and click “Field List”.

    The PivotTable Fields pane lists all the column headings from your source data. Below the list of fields are four areas: Filters, Columns, Rows, and Values.

    The core basic operation of building a pivot table is dragging any of these fields into any of these four areas.

    • Values: Fields dragged here are typically numeric and are used for calculations like sum, count, average, etc..
    • Rows: Fields dragged here display their unique values as rows in the pivot table.
    • Columns: Fields dragged here display their unique values as columns in the pivot table.
    • Filters: Fields dragged here create a filter above the pivot table, allowing you to filter the entire report by selecting specific items from that field.

    Building a basic pivot table often involves some trial and error depending on the information you want to extract. For example:

    • To see total sales broken down by manager, drag “Sales” to Values and “Manager” to Rows.
    • To see total sales by category, drag “Sales” to Values and “Category” to Rows.
    • Dragging a field like “Manager” or “Product” between Rows and Columns changes the layout and how the data is presented.
    • Dragging “Category” to Filters allows you to filter the sales data shown in the report by selected categories.
    • Combining fields in Rows and Columns (e.g., Towns in Rows, Categories in Columns, Sales in Values) creates a cross-tabulated report.

    The sources also mention the Recommended Pivot Tables option on the Insert ribbon, which analyzes your data and suggests potential pivot table layouts based on what might be useful. This can be a quick way to get a starting point, pre-populating the pivot table fields in the appropriate areas. However, this option cannot be used when combining data from multiple tables; in that case, you must use the standard “PivotTable” option and select the “Add this data to the Data Model” checkbox.

    You can have more than one field in each area. When multiple fields are in the Rows or Columns areas, their order determines how the data is organized (e.g., organized by country first, then product, or product first, then country).

    In summary, the basics involve preparing your data by cleaning it and putting it into a named Excel table, creating the pivot table using the Insert or Table Design ribbon, choosing the data source and location, and then dragging fields from the PivotTable Fields pane into the Rows, Columns, Values, and Filters areas to analyze and summarize your data.

    Importing External Data for Pivot Tables

    Importing data is a fundamental step when the information you need to analyze with a pivot table is not already in your current Excel workbook. The sources discuss various methods and considerations for bringing external data into Excel so it can be used effectively in pivot tables.

    The primary location within Excel for accessing data import tools is the Data ribbon, specifically within the Get & Transform Data group. While the options available might differ slightly depending on your version of Excel, this is where you’ll find utilities for importing data from numerous sources.

    The sources detail importing data from two main types of external sources:

    1. Text Files (like .txt or .csv):
    • One method is using the Get & Transform Data tool from the Data ribbon and selecting “From Text/CSV”. This opens a preview window where Excel attempts to detect the delimiter (the character separating columns, such as a tab, comma, or semicolon) and data types. You can change the delimiter if needed. From here, you can either “Load” the data directly or “Transform Data” using the Power Query Editor.
    • The Transform Data option is highlighted as a way to clean up data as part of the import process. In the Power Query Editor, you can check and correct data types (e.g., ensuring numbers are formatted as currency or dates are recognized as dates) and remove columns that are not needed for your analysis. Once satisfied, you can use “Close & Load” to import the data into an Excel table or “Close & Load To” to load it directly into a pivot table report.
    • Another way to import a text file is by opening it directly through the File menu. This often triggers the Text Import Wizard, which guides you through steps like defining the delimiter and setting column data formats. If you use the wizard or simply open a file, cleaning steps like correcting case, splitting columns, removing duplicates, and applying correct number formatting need to be performed after the data is in the worksheet using standard Excel tools. After cleaning, it’s recommended to put this data into a regular Excel table before creating a pivot table.
    1. Databases (like Microsoft Access):
    • To import from a database, you again use the Get & Transform Data group on the Data ribbon. Click the “Get Data” drop-down, select “From Database,” and then choose the relevant database type, such as “From Microsoft Access Database”.
    • You browse and select the database file, and Excel will connect and display the tables contained within it. You then select the specific table you want to import.
    • Similar to text files, you have the option to “Load” or “Transform Data”. Using “Transform Data” opens the Power Query Editor, allowing you to refine the data before importing, such as removing columns that are not relevant to your pivot table.
    • After transforming, the “Close & Load To” option can be used to directly import the cleaned data into a PivotTable Report on a new worksheet.

    Regardless of how the data is imported, the sources strongly emphasize the importance of starting with or creating clean data. This means ensuring consistency, formatting data correctly, and removing anomalies like blank rows, blank cells, inconsistent casing, or duplicate entries. Cleaning can be done during the import process using Power Query or afterward using various Excel functions and tools.

    Furthermore, after importing data into a worksheet (if not loaded directly into a pivot table), putting the data into a regular Excel table and naming it is recommended. This makes the data easier to reference, understand, and is particularly beneficial because a table automatically expands when new rows are added, making it much easier to update pivot tables built upon that data later on using the refresh function.

    A more advanced scenario discussed is consolidating data from multiple tables into a single pivot table. This is necessary when your data is spread across different sets of information that need to be linked for combined analysis.

    • Each set of data must first be placed into a regular Excel table and named.
    • The tables must share a common field (referred to as a “key” or “primary key”) that logically links the data between them, like an “Order ID” shared across customer, order, and payment information.
    • To create a pivot table from multiple tables, you must use the standard “PivotTable” option on the Insert ribbon and select “Add this data to the Data Model” in the creation dialog box. The “Recommended Pivot Tables” option cannot be used for this.
    • Once the pivot table is created, you will see fields from the initial table in the PivotTable Fields pane but can click “All” to view fields from all imported tables.
    • The crucial next step is to create relationships between these tables based on their common key field. This is done via the PivotTable Analyze ribbon, using the “Relationships” button. By defining these links (e.g., linking the Order ID field in one table to the Order ID field in another), you enable the pivot table to draw data from different sources correctly.
    • After relationships are established, you can freely drag fields from any of the linked tables into the different areas of the pivot table to perform your analysis.

    In essence, importing data involves using the tools on the Data ribbon to bring external information into Excel, potentially cleaning and transforming it using Power Query, ensuring it is in a clean Excel table format, and for analyzing multiple sources, creating relationships between the tables via the Data Model.

    Essential Data Cleaning for Pivot Tables

    Data cleaning and preparation are highlighted as absolutely crucial steps before analyzing data, particularly with pivot tables. The primary reason for this is that if your data is not clean, you might end up with inaccurate or misleading results.

    Clean data is described as data that is consistent and free from anomalies. This includes ensuring there are:

    • No blank rows or blank cells.
    • No inconsistent casing (e.g., some text is all uppercase, some proper case).
    • No duplicate entries.
    • All data is formatted correctly, such as numbers, currencies, and dates.

    Cleaning can be performed at different stages. If you are importing data using the “Get & Transform Data” tools, you can utilize the Power Query Editor to clean and transform data as part of the import process. Alternatively, if you open a file directly or data is already in Excel, you can clean it afterwards using standard Excel tools.

    Here are some specific techniques and tools for cleaning data mentioned in the sources:

    • Checking and Correcting Data Types: When importing with Get & Transform Data, Excel attempts to detect data types, but you should verify and correct them in the Power Query Editor (e.g., changing numbers to currency or dates). If opening a file directly using the Text Import Wizard, you can set some formats, but often you need to correct them after import using the Home ribbon’s Number group. For values in a pivot table, number formatting is best done via Value Field Settings > Number Format to ensure consistency across the entire pivot table. Custom number formatting can be used to control how positive, negative, and zero values appear, including adding currency symbols, colors (like red or blue for negatives), or text (like “no data” for zeros).
    • Handling Blank Rows and Cells: Blank rows can be efficiently removed by selecting all columns, going to Find & Select > Go To Special > Blanks, and then using the Delete Sheet Rows option. For blank cells, you can select them using the same “Go To Special > Blanks” method and then enter a value (like 0) followed by Control + Enter to fill all selected blank cells at once. Pivot table options also allow you to specify what to show for empty cells (e.g., 0 or custom text).
    • Ensuring Consistent Case: You can use the PROPER function in a helper column to convert text to proper case. After using the function, it’s recommended to copy the helper column and paste values over the original data to replace the formulas with the cleaned text.
    • Removing Duplicates: Excel has a dedicated Remove Duplicates tool on the Data ribbon in the Data Tools group. You can select the columns Excel should check for duplicate information before removing entire rows that match across the selected columns.
    • Correcting Text Inconsistencies: The Find and Replace feature (Home ribbon > Find & Select, or Control + H) is useful for replacing inconsistent abbreviations or spellings with a standard version (e.g., replacing “mktg” with “marketing”).
    • Handling Non-Printable Characters, Line Breaks, and Erroneous Spaces: Text functions like CLEAN (removes non-printable characters and manual line breaks) and TRIM (removes excess spaces) can be used. These functions can even be combined with other functions like PROPER within a single formula in a helper column to address multiple issues at once. Again, pasting values over the original data is recommended after using formulas.
    • Splitting Data in Columns: The Flash Fill tool (Data ribbon > Data Tools group, or Control + E) is a quick way to split combined text, like separating a full name into first and last names, by recognizing a pattern from the first few manually entered examples.
    • Handling Error Values: Pivot table options allow you to specify what to display for error values (e.g., custom text like “no data” or a value like 0) instead of showing the raw error (like #N/A).

    After the data has been cleaned, the final and critically important step before creating a pivot table is to put the data into a regular Excel table. This can be done by selecting the data and using Control + T or by using the “Format as Table” option on the Home ribbon. Putting data into a table provides several benefits:

    • It automatically adds filter buttons to column headers, making sorting and filtering easier.
    • It creates a Table Design contextual ribbon with tools specific to tables.
    • It’s recommended to name your table from the Table Design ribbon > Properties group. Table names (like sales_data) are easier to read and understand than cell ranges when creating pivot tables.
    • Crucially for pivot tables, when you add new data (rows) to the bottom of a table, the table automatically expands to include the new data. This makes updating pivot tables built on that table much simpler, as you only need to use the Refresh function on the PivotTable Analyze ribbon to incorporate the new data. If the data wasn’t in a table, you would have to manually change the pivot table’s data source to include the new rows, which takes much longer.

    In summary, thorough data cleaning and preparation are essential for accurate pivot table analysis, involving various techniques to address inconsistencies, errors, and formatting issues, and culminating in placing the cleaned data into a named Excel table for ease of use and future updates.

    Creating Excel Pivot Tables from Single or Multiple Tables

    Creating pivot tables is the primary goal after you have prepared and imported your data, as discussed previously. Pivot tables are considered the single most useful tool in Excel for analyzing data. This course is designed to guide you through utilizing the pivot table options to create meaningful analysis.

    Before you begin creating a pivot table, it is crucial that your data is clean and, importantly, placed within a regular Excel table. As we’ve discussed, clean data is consistent and free from anomalies like blank rows, blank cells, inconsistent casing, or duplicates, and everything is formatted correctly. Putting your data into a regular table (Control + T or Home ribbon > Format as Table) is a vital final step. Naming your table (Table Design ribbon > Properties group) is also highly recommended for clarity, making the data easier to read and understand. A key benefit of using a table for pivot tables is that it automatically expands to include new data added to the bottom, making it simple to refresh your pivot table to incorporate the new information later.

    There are a few different ways to initiate the process of creating a pivot table from your prepared data:

    1. Using the Table Design Ribbon: If your data is in an Excel table and you are clicked inside it, you can use the “Summarize with PivotTable” option found on the Table Design contextual ribbon.
    2. Using the Insert Ribbon: A more standard method is to go to the Insert ribbon and click the “PivotTable” button, located in the Tables group. This is the first option in that group.
    3. Using Recommended PivotTables: Excel offers a “Recommended PivotTables” option on the Insert ribbon, right next to the standard “PivotTable” button. This feature analyzes your data and suggests potential pivot table layouts that might be useful, such as summing profit by country or month. Choosing one of these suggested options can create a pre-populated pivot table very quickly. However, this method cannot be used if you need to analyze data from multiple tables simultaneously.

    Regardless of whether you use the Table Design or Insert ribbon’s standard “PivotTable” option, clicking it will open the “Create PivotTable” dialog box. Here, you need to make two main choices:

    • Choose the data that you want to analyze: If you were clicked inside a named Excel table when you opened the dialog, Excel will intuitively select that table name as the data source. You can also choose to use an external data source.
    • Choose where you want the PivotTable Report to be placed: The recommendation is always to place the pivot table on a new worksheet to keep your raw data separate. You can also choose an existing worksheet and specify the location.

    Clicking “OK” (after specifying data and location) will create a new worksheet (or navigate you to the chosen location) containing a blank pivot table report on the left side. On the right side, you will see the PivotTable Fields pane. If this pane is not visible, ensure you are clicked within the blank pivot table report area. If it still doesn’t appear, it might have been accidentally closed; you can get it back by going to the PivotTable Analyze ribbon, clicking “Field List” in the Show group.

    The PivotTable Fields pane is essential for building your pivot table. It lists all the column headings from your data source as available fields. Below the field list, there are four distinct areas:

    • Filters: Fields placed here allow you to filter the entire pivot table report.
    • Columns: Fields dragged here become the column headings in your pivot table.
    • Rows: Fields dragged here become the row headings in your pivot table.
    • Values: Fields placed here are the numbers or values you want to summarize (e.g., sum of sales, count of units). By default, Excel often sums numeric fields, but you can change the calculation type in the Value Field Settings.

    Building the Pivot Table: The core process of creating a pivot table involves simply dragging fields from the list at the top of the pane into the four areas below. There’s often a bit of trial and error involved depending on the analysis you need. For example, to see the total sales by manager, you would drag the “Sales” field into the Values area and the “Manager” field into the Rows area. The pivot table report will update as you drag and drop fields. You can easily move fields between areas to change the layout and analysis. Placing multiple fields in the Rows or Columns areas will create nested levels of detail. The order of fields within an area matters for the hierarchy of the report (e.g., Country then Product, or Product then Country).

    Excel provides helpful automatic grouping for date fields when you drag them into Rows or Columns, often breaking them down into Years, Quarters, and the Date itself, allowing you to easily analyze data by different time periods. You can expand or collapse these groups or customize which levels (Years, Quarters, Months, Days) are displayed via the Group Field option on the PivotTable Analyze ribbon.

    A more advanced scenario is creating a pivot table from multiple tables. This is necessary when the data you need for analysis is spread across different sets of information, each in its own table. To do this:

    1. Ensure each set of data is in a regular Excel table and named meaningfully.
    2. The tables must share a common field (like an “Order ID”) that acts as a “key” to link the data logically between them.
    3. When creating the pivot table, you must use the standard “PivotTable” option from the Insert ribbon. In the “Create PivotTable” dialog box, after selecting your first table and location, you must select the option “Add this data to the Data Model”.
    4. After the pivot table is created, the PivotTable Fields pane will initially show fields from the table you were in, but clicking “All” will display fields from all imported tables that were added to the Data Model.
    5. The critical next step is to create relationships between these tables based on their common field. This is done from the PivotTable Analyze ribbon using the “Relationships” button. In the “Manage Relationships” dialog, you click “New” and define the links, specifying which table and column relate to which other table and column (e.g., linking the “Order ID” in the ‘Order Info’ table to the “Order ID” in the ‘Payment Info’ table).
    6. Once relationships are established, you can freely drag fields from any of the linked tables into the Filters, Columns, Rows, and Values areas to build your consolidated pivot table.

    Finally, it’s a good practice to name your pivot table itself (PivotTable Analyze ribbon > Properties group) to keep everything organized and easy to reference, similar to naming tables. You can also drill down into any number in your pivot table by double-clicking it, which will open a new sheet showing the underlying data that makes up that total. For large data sets, you can use the “Defer Layout Update” option at the bottom of the PivotTable Fields pane to organize your fields before updating the pivot table, which can improve performance.

    Excel Custom Formatting: Numbers and Styles

    Based on the sources and our conversation, custom formatting in Excel, particularly within pivot tables, refers primarily to controlling the visual appearance of numbers and values, and also extending to the overall look and feel of the pivot table itself through custom styles.

    Custom Number Formatting in Pivot Tables

    Custom number formatting is a powerful tool for controlling exactly how numbers and values are displayed in your pivot table report. While you can apply basic formatting like currency or accounting format through the Value Field Settings dialog box, custom formatting allows for much greater control.

    To apply custom number formatting in a pivot table, you should right-click anywhere in your numeric data within the pivot table, go down to Value Field Settings, and then select Number Format from there. This is a better approach than using the formatting options on the Home ribbon, which might lead to problems later. From the Format Cells dialog that appears, you can select the Custom category.

    The key to understanding custom number formatting is remembering a simple rule: the format string is typically broken into four parts separated by semicolons. These parts define how different types of values are displayed:

    1. Positive numbers: The format before the first semicolon.
    2. Negative numbers: The format between the first and second semicolon.
    3. Zero values: The format between the second and third semicolon.
    4. Text values: The format after the third semicolon.

    You don’t necessarily have to define all four parts every time.

    Examples of Custom Number Formatting from the Sources:

    • Formatting Negative Numbers: By default, negative numbers might show in brackets. You can use custom formatting to show them with a minus sign and/or in a different color like red or blue. For example, the format #,##0.00;[Red]-#,##0.00 formats positive numbers with a thousand separator and two decimal places, while negative numbers are shown in red with a minus sign and the same number format. You can add currency symbols to these formats as well.
    • Formatting Zero Values: You can define how cells with a value of zero should appear. This could be simply 0 or you could display text like “no data” by putting the desired text in quote marks in the third section of the format string (e.g., Positive;Negative;”no data”).
    • Combining Text and Values: You can include text along with the numeric display. For example, you could add the word “loss” next to negative numbers by including “loss” in quote marks within the negative number part of the format string.
    • Using Placeholders (# vs. 0): Within the format parts, symbols like # (hash) and 0 (zero) are used as placeholders for digits. A # is a variable placeholder, only displaying digits if they are present, while a 0 is fixed, forcing a digit (zero if necessary) to be displayed. This is useful for maintaining consistent length for numbers, such as formatting item numbers like “1” and “100” to “0001” and “0100” using 0000 as the custom format.

    It is important to remember that applying custom formatting only changes the visual appearance of the number; the underlying value in the cell remains unchanged. This means you can format a zero value to show as “no data,” but Excel still recognizes it as a zero for calculations.

    If you want to revert a cell or range back to its original state after applying custom formatting, you can use the General format. Custom formats you create are saved in the Custom formatting list within the workbook for potential reuse.

    Custom Pivot Table Styles

    Beyond number formatting, the sources also discuss creating custom pivot table styles. This refers to defining the visual look of different elements within the pivot table itself, such as header rows, banded rows or columns, first column, grand totals, etc., including aspects like font styles (e.g., italics), fill colors, and borders.

    You can access options to create a new custom style from the PivotTable Design ribbon, in the PivotTable Styles group, by clicking the “more” button and selecting New PivotTable Style. This opens a dialog where you can name your style and then select and format each individual element of the pivot table.

    Unlike custom number formats, custom pivot table styles are typically saved within the workbook where they were created and are not automatically available in other workbooks. However, you can copy a custom style to another workbook by copying a worksheet containing a pivot table with that style applied into the new workbook.

    Advanced Pivot Tables Tutorial in Excel – 2.5 Hour Pivot Table Excel Course

    By Amjad Izhar
    Contact: amjad.izhar@gmail.com
    https://amjadizhar.blog

  • Summarizing and Grouping Data in Excel Pivot Tables

    Summarizing and Grouping Data in Excel Pivot Tables

    This resource provides a detailed tutorial on using Excel pivot tables for summarizing and analyzing large datasets. It begins by explaining the purpose and usefulness of pivot tables, contrasting them with static Excel tables and demonstrating their dynamic nature. The material then focuses heavily on data cleaning techniques that are essential before creating a pivot table, covering the removal of blank rows, duplicates, and unwanted formatting, as well as using formulas and features like Flash Fill to standardize text, dates, and separate combined data. Finally, the tutorial walks through creating and building a pivot table from scratch, explaining the pivot table field list, adding and manipulating fields, understanding aggregation methods (sum, count, average, etc.), grouping data, and customizing the report layout with subtotals, grand totals, and blank rows.

    Mastering Excel Pivot Tables

    Based on the information from the sources, here is a discussion about Pivot Tables in Excel:

    What are Pivot Tables and Why are They Useful?

    Effectively, pivot tables are an interactive way of quickly summarizing large amounts of data. In our data-driven world, many individuals collect data from various sources to support better business decisions. However, simply looking at large datasets in an Excel spreadsheet doesn’t clearly highlight key metrics, issues, successes, failures, or trends. Pivot tables provide a way to take this data and make sense of it.

    For example, with a dataset of over 14,000 rows of sales data including region, country, item type, sales channel, order priority, order date, order ID, ship date, units sold, unit price, unit cost, total revenue, total cost, and total profit, it’s difficult to easily see things like the top 10 countries by total profit or the number of high-priority orders. Using filter drop-downs is possible but much less efficient than using a pivot table.

    The key difference between a regular Excel table and a pivot table is that pivot tables are dynamic. This means you can quickly change the analysis being performed. By moving fields around, you can instantly view the data summarized in different ways, such as seeing the sum of total profit by country after initially looking at units sold. You can add other fields to break down the analysis further, like dropping ‘item type’ into columns to see sales summarized by country and item type. You can also apply filters, for instance, to show only the top five countries to make the data more manageable. Once data is in a pivot table, it can be pivoted in various ways, allowing the creation of more pivot tables and even pivot charts. This opens up opportunities for visual analysis, which is often easier for people to interpret. Ultimately, this can lead to creating interactive dashboards showing key metrics with filters.

    In summary, a pivot table is a dynamic, interactive tool for summarizing large datasets. They are useful because they help analyze large datasets in a clear and effective way.

    Difference Between Excel Tables and Pivot Tables

    It’s important to understand the distinction between Excel Tables and Pivot Tables, as they are not the same. Excel tables are essentially static; you can sort or filter the data, but you cannot easily analyze it in many different ways. In contrast, pivot tables are much more dynamic. With a pivot table, you can move fields around and add different fields to view your data in numerous ways, making them ideal for data analysis.

    The sources strongly recommend putting your data into an Excel table prior to creating a pivot table. While it might seem like an extra step, there are many advantages to using Excel tables that make working with pivot tables much easier. One of the most useful features of Excel tables is their auto-expand capabilities. If you add new data to the bottom of an Excel table, it automatically expands to include that data. This means that any pivot table or chart linked to that Excel table will automatically include the new data after a simple refresh. If your data is not in an Excel table, you would have to manually reselect the data range to include new rows.

    When data is formatted as an Excel table, it automatically gets some formatting like shading and borders, plus filter and sort drop-downs in the headers. An additional ribbon called Table Design appears when you select a cell within the table. This contextual ribbon contains tools to format the table, apply options, and access table tools.

    Preparing Data Before Creating a Pivot Table (Data Cleaning)

    Before analyzing data with a pivot table, it is extremely important to clean the data. Data cleaning refers to processes in Excel used to tidy up datasets, make them consistent, format them correctly, and present the data in a way that a pivot table can easily analyze and produce accurate results. Skipping this step can lead to inaccurate analysis. This is particularly crucial if data is downloaded from a third party, external source, or database, as it may not import into Excel in the expected format. Issues like columns being out of place, strange formatting, blank rows, blank cells, or duplicate entries can occur.

    Several techniques are discussed for cleaning data:

    • Removing Blank Rows: Blank rows make data harder to read and cause issues in pivot tables, appearing as a ‘blank’ entry. Manually deleting them is tedious for large datasets. Excel provides a quicker way:
    1. Select the data range (e.g., using Ctrl+A while clicked in the data).
    2. Go to the Home tab, in the Editing group, click Find & Select, and choose Go To Special.
    3. Select ‘Blanks’ and click OK. This selects all blank cells/rows in the selection.
    4. Go back to the Home tab, in the Cells group, click Delete, and select Delete Sheet Rows. Removing blank rows before creating a pivot table ensures accuracy and prevents the ‘blank’ entry from appearing.
    • Removing Duplicates: Duplicates can also cause problems for pivot tables. The desired removal depends on the type of duplicate; for instance, removing duplicate records where every column is identical, as opposed to repeated values in a single column like ‘Online’/’Offline’ in sales channel. Excel has a Remove Duplicates utility for this.
    1. Click anywhere in the data.
    2. Go to the Data tab, in the Data Tools group, click Remove Duplicates.
    3. A dialog box appears allowing you to select which columns to consider when checking for duplicates.
    • Formatting Data: Applying the correct formatting is important.
    • Columns with text (like Region, Country, Item Type) can be formatted as Text using the Format Cells dialog box (Ctrl+1).
    • Dates might appear as numbers if date formatting isn’t applied. This is because Excel stores dates as numbers, counting days since January 1st, 1900. To display them correctly, select the column and apply Short Date or Long Date format from the Home tab’s Number group.
    • Numeric columns (like Unit Price, Total Revenue, Total Profit) should have appropriate number formatting. Currency and Accounting formats are common for monetary values. Accounting format often aligns currency symbols to the left and decimal places, which many find easier to read than Currency format where the symbol is next to the value. This can be applied via the Home tab or the Format Cells dialog box (Ctrl+1).
    • Tidying Up Text: Inconsistencies in text, such as different cases (uppercase, lowercase, proper case) or erroneous spaces (leading, trailing, or multiple spaces between words), can make analysis inaccurate.
    • Changing Case: Use Excel text formulas like UPPER(), LOWER(), or PROPER(). A recommended method is to use a “helper column” next to the column needing changes, write the formula (e.g., =PROPER(B4)) in the first cell, copy it down, then copy the results and use Paste Special > Paste Values over the original column to remove the formulas, and finally delete the helper column.
    • Removing Spaces: The TRIM() function removes leading, trailing, and excessive spaces within text. Even if spaces aren’t visible, applying TRIM() is a good practice. Similar to changing case, use a helper column, the TRIM() formula (e.g., =TRIM(B4)), copy/paste values, and delete the helper column.
    • Removing Line Breaks: The CLEAN() function removes non-printable characters, including line breaks. Again, use a helper column, the CLEAN() formula (e.g., =CLEAN(A4)), copy/paste values, and delete the helper column.
    • Splitting Data: Sometimes a single column contains multiple pieces of data that should be separate (e.g., Order Date and Order ID combined).
    • Text to Columns: This feature is useful when data is separated by a consistent delimiter (like a comma, tab, space, or other character).
    1. Select the column(s) you want to split.
    2. Go to the Data tab, in the Data Tools group, click Text to Columns.
    3. In the wizard, choose ‘Delimited’ if your data has separators or ‘Fixed width’ if data is aligned in columns.
    4. Specify the delimiter(s). The preview shows how the data will be split.
    5. Choose the data format for each new column (optional, General often works) and importantly, the Destination cell where the split data should start appearing.
    6. Click Finish.
    • Flash Fill: This feature, introduced in Excel 2013, automatically fills data based on a detected pattern. It can be used to split data (e.g., first name and last name from a full name) or combine data.
    1. Type the desired output for the first item in a new column next to your data.
    2. Press Ctrl+Enter to stay in the cell.
    3. Go to the Data tab, in the Data Tools group, click Flash Fill (or use the shortcut Ctrl+E). Excel will attempt to apply the pattern to the rest of the column. You can also start typing the second item, and Flash Fill may show a grayed-out preview; hit Enter if it’s correct.
    • Using Formulas: Excel functions like CONCAT() (or CONCATENATE() in older versions) can combine data from multiple cells. These are useful if you need to add specific text or characters (like a hyphen and spaces) between the combined data. Formulas require referencing the cells and enclosing text within quote marks.
    • Replacing Data: You might need to replace specific text or values.
    • Find and Replace: This utility (Ctrl+H) can find specific text and replace it with something else throughout the selected range.
    • Substitute Formula: The SUBSTITUTE() function can replace specific text within a cell based on a formula (e.g., =SUBSTITUTE(B4,”UK”,”United Kingdom”)). Like other formulas, you’d use a helper column and Paste Special > Paste Values to apply the result.
    • Spell Check: Running a spell check is crucial because if something is misspelled, a pivot table will treat it as a completely separate item, leading to inaccurate analysis. The Spell Checker is on the Review tab in the Proofing group (F7 shortcut). It starts checking from the currently selected cell. You can choose to ignore, change, change all, or add words to the dictionary (useful for names or brands not in the standard dictionary).

    Putting Data into an Excel Table

    As mentioned, it is highly recommended to put your clean data into an Excel Table before creating a pivot table. You must be clicked somewhere within your data set to do this.

    There are two main ways to format data as a table:

    1. Go to the Home tab, in the Styles group, click the Format as Table drop-down and choose a table style.
    2. Click anywhere in the data and press the keyboard shortcut Ctrl+T. This opens the Create Table dialog box.

    Both methods will ask if your table has headers. Once applied, your data gets default formatting and the Table Design contextual ribbon appears. From the Table Design ribbon, you can customize the style, add a total row, toggle banded rows or columns, and turn the filter button on/off.

    In the Properties group of the Table Design ribbon, you can see and rename the table. It’s good practice to give your table a meaningful name (like Sales_Data) instead of the default generic name (like Table1) because it makes referencing the data easier, especially in workbooks with multiple tables. Table names cannot contain spaces.

    Creating a Pivot Table

    Once your data is clean and in an Excel table, you are ready to create a pivot table.

    • Recommended Pivot Tables: Excel can analyze your data and suggest pivot table layouts.
    1. Click anywhere in your data table.
    2. Go to the Insert tab, in the Tables group, click Recommended PivotTables.
    3. A window pops up showing different suggested pivot table summaries based on your data (e.g., sum of unit price by region, sum of profit by item type).
    4. Select the one that best suits your needs and click OK. Excel creates a new worksheet with the pre-built pivot table. You can still modify this table afterward.
    • Creating a Blank Pivot Table from Scratch: This gives you full control over the layout.
    1. Click anywhere in your data table.
    2. Go to the Insert tab, in the Tables group, click PivotTable. Alternatively, from the Table Design ribbon, in the Tools group, click Summarize with PivotTable. Both methods open the Create PivotTable dialog box.
    3. Choose the data: The dialog box should automatically detect and select your Excel table (e.g., Sales_Data). You can also choose to use an external data source from another file or database.
    4. Choose where to place the report: The common and recommended practice is to place the pivot table on a New Worksheet to keep your raw data separate from your analysis. You can also choose an existing worksheet.
    5. Click OK. Excel creates a new worksheet containing a blank pivot table report area and the PivotTable Fields pane on the right.

    Understanding the Pivot Table Interface

    When you click inside the blank pivot table report area, two additional contextual ribbons appear: PivotTable Analyze and PivotTable Design. These ribbons contain commands for managing, organizing, and changing the look of your pivot table. They disappear when you click outside the pivot table.

    • PivotTable Design Ribbon: Focuses on the appearance and layout.
    • PivotTable Styles: Similar to table styles, allows choosing a visual style. Styles are influenced by the workbook’s theme.
    • PivotTable Style Options: Toggles elements like row/column headers, banded rows/columns.
    • Layout: Controls subtotals (show/hide, position), grand totals (on/off for rows/columns), and report layout (Compact, Outline, Tabular forms). You can also insert or remove blank lines after each item.
    • PivotTable Analyze Ribbon: Contains functional options.
    • PivotTable Name: It’s good practice to rename pivot tables from generic names (e.g., PivotTable1) to meaningful names.
    • Options: Accesses various pivot table settings, including layout and format options like auto-fitting column widths.
    • Group: Used for grouping selected items or ungrouping.
    • Insert Slicer / Insert Timeline: Visual filters for pivot tables (not covered in detail in this source).
    • Refresh: Updates the pivot table with any changes to the source data.
    • Show group: Toggle buttons to show/hide the Field List pane, plus/minus buttons, and headers. If the Field List disappears, check this button.

    The PivotTable Fields pane (usually on the right) is crucial for building the pivot table. At the top, it lists all the column headings from your source data as fields. Below are four areas: Filters, Columns, Rows, and Values. These areas determine the layout and type of analysis.

    Building and Modifying a Pivot Table

    Building a pivot table involves dragging fields from the top section of the PivotTable Fields pane into one of the four areas.

    • Rows Area: Typically used for fields you want to appear as row labels (e.g., Region, Item Type).
    • Columns Area: Typically used for fields you want to appear as column labels (e.g., Sales Channel, Order Priority).
    • Values Area: This is where you put fields containing numerical data that you want to summarize (e.g., Total Profit, Units Sold). By default, Excel often performs a Sum on numeric fields dragged here, or a Count if the field contains text or dates.
    • Filters Area: Fields dragged here create report-level filters at the top of the pivot table, allowing you to filter the entire report by selections from that field (e.g., filtering by specific Countries or Order Dates).

    You can easily change the layout by dragging fields between these areas. Dragging a field outside the pane removes it from the pivot table.

    • Aggregating Data: The default aggregation (Sum or Count) can be changed.
    • Right-click on any value in the column you want to change the aggregation for.
    • Select Value Field Settings.
    • In the Summarize values by list, choose a different calculation like Average, Max, Min, Product, Count Numbers, etc..
    • Click OK. You can also access Value Field Settings by clicking the drop-down arrow next to the field in the Values area.
    • You can combine different methods of aggregation by dragging the same field into the Values area multiple times. Each instance can then be summarized using a different calculation (e.g., one column showing Sum of Total Profit, another showing Average of Total Profit).
    • Renaming Fields/Headings: You can change the default headings in the pivot table report area (like ‘Row Labels’ or ‘Sum of Total Profit’) by double-clicking the cell and entering a new custom name. Note that renaming a heading in the pivot table report updates the name in the Values area of the fields pane, but the original field name above remains unchanged.
    • Number Formatting: To ensure formatting (like currency symbols and decimal places) stays with the numbers when the pivot table layout changes, apply it via the pivot table’s specific options, not just standard cell formatting from the Home tab.
    1. Right-click on a number within the column you want to format.
    2. Select Number Format. Alternatively, access this via Value Field Settings > Number Format.
    3. Choose the desired format (e.g., Accounting, Currency) and settings.
    4. Click OK. This applies the formatting to all numbers in that value field.
    • Handling Empty Cells: By default, pivot tables show blank cells where there is no data for a combination of criteria. This can affect charts or make the table harder to read. You can replace blanks with a value like 0:
    1. Click inside the pivot table.
    2. Go to the PivotTable Analyze ribbon, in the PivotTable group, click Options.
    3. On the Layout & Format tab, under the Format group, check the box for For empty cells show: and enter the value you want to display (e.g., 0).
    4. Click OK.

    Grouping Data

    Grouping allows you to combine items in your pivot table.

    • Automatic Grouping: Excel automatically groups dates when you drag a date field into rows or columns. It analyzes the data and creates fields for years, quarters, and months if applicable. These automatically created fields (like ‘Years’ and ‘Quarters’) appear in the PivotTable Fields pane and can be used independently. You can expand/collapse these groups using the +/- buttons in the pivot table.
    • Custom Grouping: You can create your own groups from non-date fields (e.g., grouping several Item Types into a ‘Food and Drink’ category).
    1. Select the items you want to group by holding down Ctrl and clicking each item.
    2. Go to the PivotTable Analyze ribbon, in the Group group, click Group Selection. Excel creates a new group (e.g., ‘Group1’) and a new field in the Rows/Columns area (e.g., ‘Item Type2’).
    3. You can rename the group label in the pivot table (using F2 or double-clicking and changing the custom name in Value Field Settings) and rename the new group field in the fields pane (using Field Settings).
    • Ungrouping: To reverse automatic or custom grouping, select an item within the group and click Ungroup in the Group group on the PivotTable Analyze ribbon.
    • Inserting Blank Lines: To improve readability, especially with grouping, you can insert blank rows between groups. Go to the Design ribbon, in the Layout group, click Blank Rows, and select Insert Blank Line after Each Item. To remove them, choose Remove Blank Line after Each Grouped Item.

    Layout Options

    You can customize the overall appearance and structure of your pivot table report. These options are found on the PivotTable Design ribbon, in the Layout group.

    • Subtotals:You can choose not to show subtotals at all.
    • You can show them at the bottom of each group (often preferred) or at the top of each group (the default).
    • Grand Totals:You can turn grand totals off for both rows and columns.
    • You can turn them on for both rows and columns, only for rows, or only for columns. Turning them off is common when creating charts to avoid including totals.
    • Report Layout: This changes how the fields are displayed in the report area.
    • Compact Form: Optimizes for readability and uses space efficiently. It places subtotals at the top of groups and keeps related fields in the same column. This is the most compact view.
    • Outline Form: Moves the innermost row field to a new column, creating a hierarchical structure where each field is in its own column. Subtotals appear at the top by default, but you can change their position.
    • Tabular Form: Similar to Outline form, but adds grid lines within the pivot table, making it look more like a regular Excel table.
    • Repeat Item Labels: In Outline or Tabular forms, you can choose to repeat the labels for outer row fields on every line instead of only showing them once. This can make the table easier to read in some cases or is necessary for certain chart types like map charts. You can turn this off if desired.

    These options allow you to tailor the pivot table’s appearance to best suit your analysis and presentation needs.

    Cleaning Data for Excel Pivot Tables

    Data cleaning is a crucial process to undertake before analyzing large datasets, particularly when planning to use tools like pivot tables in Excel. It involves tidying up data sets, making them consistent, formatting them correctly, and presenting the data in a way that allows for easy and accurate analysis. Skipping this step, especially when importing data from external sources or databases, can lead to inaccurate analysis because data doesn’t always import in the expected format, potentially including columns out of place, strange formatting, blank rows, or duplicate entries.

    Here are some of the key data cleaning techniques discussed in the sources:

    • Removing Blank Rows Blank rows make data harder to read and can cause issues in pivot tables by being picked up as a “blank” entry. Manually deleting them row by row is tedious for large datasets. A quicker method involves selecting the data range, using “Go To Special” to select “Blanks,” and then using the “Delete Sheet Rows” command. Removing blank rows ensures the pivot table is accurate.
    • Removing Duplicate Entries Duplicate rows, particularly where every column’s information is exactly the same, can sometimes occur when importing data and can cause problems for pivot tables. Excel’s “Remove Duplicates” utility can easily find and remove these exact duplicates. You can specify which columns to check for duplicates, but typically, you check all columns to find completely duplicated rows.
    • Removing Unwanted Formatting Imported data may contain inconsistent formatting like background shading, bold text, or italics, which results in an inconsistent-looking worksheet. This formatting often isn’t desired. The “Clear Formats” option, found under the “Clear” button in the Home tab’s editing group, can quickly remove all applied formatting, including background shading, bold, italics, and number formatting, providing a clean slate. Other “Clear” options exist for different purposes, such as clearing only contents, comments/notes, or hyperlinks.
    • Applying Desired Formatting After clearing unwanted formatting, applying consistent and appropriate formatting is important to make your data easier to read. This is referred to as number formatting but can be applied to any column, not just those containing numbers. The “Number group” on the Home tab provides standard options like General, Number, Currency, Accounting, and Date. Dates in Excel are stored as numbers (days since January 1, 1900), so applying a Date format (like Short Date or Long Date) is necessary to display them correctly. For numeric data, you can control decimal places using dedicated buttons or the “Format Cells” dialog box (Ctrl + 1). For monetary values, Currency and Accounting formats add symbols; Accounting format is often preferred as it aligns currency symbols and decimal points, enhancing readability for lists of numbers.
    • Tidying Up Text Using Formulas Inconsistencies in text, such as case variations (uppercase, lowercase, proper case) or erroneous spaces (leading, trailing, multiple spaces between words), can negatively impact analysis. Excel provides text functions to standardize these:
    • UPPER(), LOWER(), and PROPER() functions are used to change the case of text.
    • TRIM() removes leading/trailing spaces and extra spaces between words.
    • CLEAN() removes non-printing characters, which might appear as small square boxes, and can also remove manual line breaks within cells. These functions are typically used in a “helper column” next to the original data. Multiple functions can be combined in a single formula in a helper column to perform several cleaning steps at once, saving time.
    • Using Paste Special to Convert Formulas to Values When cleaning data using formulas in a helper column, the formulas refer to the original data column. If the original column is simply deleted, the helper column will result in #REF! errors because the references are broken. To avoid this, the cleaned data in the helper column must be converted from formulas to static values. This is achieved by copying the helper column and then using the “Paste Special” > “Paste Values” option to paste only the resulting values over the original column (or a new location), discarding the underlying formulas. Once the values are pasted, the helper column can be safely deleted.
    • Splitting and Combining Data Sometimes data is combined in a single cell that needs to be separated (e.g., “Order Date Order ID”), or data in separate cells needs to be combined.
    • “Text to Columns” is a wizard that splits a single column of text into multiple columns based on a specified delimiter (like a comma, space, or other character) or a fixed width.
    • “Flash Fill” is a faster tool (available since Excel 2013) that can split or combine data by recognizing patterns based on one or two examples provided by the user. It can be accessed via a button on the Data tab or the Ctrl + E shortcut.
    • The CONCAT() function (or CONCATENATE() in older versions) joins text from multiple cells. Custom text or delimiters can be included in the joined result by enclosing them in quote marks within the function.
    • Finding and Replacing Data To standardize inconsistent text entries (e.g., replacing “Democratic Republic of the Congo” with “DRC” or “United States of America” with “USA”), you can use the “Find and Replace” dialog box (Ctrl + F, then select the Replace tab). You specify what to find and what to replace it with, choosing whether or not to match the case. The SUBSTITUTE() formula can also perform find and replace using a formula, requiring the “Paste Special” > “Paste Values” trick afterward.
    • Running a Spell Check Spelling errors can cause problems in pivot tables because the table will treat variations of the same word as completely separate items. Running a spell check (Review tab > Proofing group, or F7) helps ensure consistency in text entries. You can choose the dictionary language and add correctly spelled but unrecognized words to the dictionary.

    Once data is cleaned, it is highly recommended to put it into an Excel Table before creating a pivot table. Excel Tables offer several advantages, including automatic formatting, built-in filter and sort buttons, and importantly, auto-expand capabilities. This means that if new data is added to the table, it is automatically included in the data source for any associated pivot tables or charts, which can then be updated by simply clicking the refresh button. Data can be converted into an Excel Table using the “Format as Table” option on the Home tab or the Ctrl + T keyboard shortcut. Tables can be given meaningful names for easier identification.

    In summary, thorough data cleaning is essential for accurate and effective analysis using pivot tables, addressing issues like inconsistencies, errors, and formatting problems through various Excel tools and functions.

    Excel Data Analysis with Pivot Tables

    Based on the sources, data analysis is the process of summarizing large amounts of data to make sense of them. In a data-driven world where information is collected from various sources, simply looking at a large spreadsheet might not highlight key metrics, issues, successes, failures, or trends. Data analysis aims to take this data and present it in a way that allows for clearer understanding and better business decisions.

    Excel provides powerful tools for data analysis, particularly Pivot Tables.

    Key aspects of Data Analysis discussed in the sources:

    1. The Role of Pivot Tables Pivot tables are described as an interactive and dynamic way to quickly summarize large amounts of data. Unlike static Excel tables where analysis is limited primarily to sorting and filtering, pivot tables allow you to pivot fields around and view data in all different ways. This dynamism makes it much more efficient to analyze data compared to manually using filters. Pivot tables help analyze large datasets in a clear and effective way. They facilitate asking questions about the data, such as finding top performers or seeing counts of high-priority orders. Pivot charts can be created from pivot table data to offer visual analysis options, as most people find it easier to analyze and interpret data visually. This can extend to creating interactive dashboards with filters for deeper analysis.
    2. The Critical Need for Data Cleaning Before Analysis A central theme is that data cleaning is essential prior to analyzing data with a pivot table. Skipping this step, especially when importing data from external sources or databases, can lead to inaccurate analysis. Data doesn’t always import in the desired format, and inconsistencies or errors can cause problems for pivot tables. Cleaning ensures the data is tidied up, consistent, correctly formatted, and presented in a way that allows the pivot table to easily analyze it and produce accurate results. The sources highlight cleaning steps like removing blank rows, removing duplicate entries, clearing unwanted formatting, applying desired formatting, tidying text using formulas (case, spaces), splitting and combining data, finding and replacing data, and running a spell check. All these steps contribute to a “clean looking data set ready for analysis”.
    3. Structuring Analysis with Pivot Table Fields To perform analysis with a pivot table, you use the Pivot Table Fields pane, which lists the column headings from your source data. These fields are dragged into four areas: Filters, Columns, Rows, and Values. These areas determine the layout of the pivot table and control the type of analysis being done. Placing fields in different areas changes how the data is summarized and viewed.
    4. Aggregating Data for Analysis The Values area is typically where numeric fields are placed. By default, Excel usually performs a sum calculation for numeric values and a count for text or date fields dropped into this area. However, you can change how the data is summarized using the Value Field Settings. This allows you to choose from various aggregation methods, including Sum, Count, Average, Max, Min, Product, and more. You can even combine different aggregation methods (like sum and average) for the same data by dragging the field into the Values area multiple times and setting a different calculation for each instance. This ability to calculate averages, mins, or maxes “on the fly” expands the analysis beyond what was present in the raw source data.
    5. Grouping Data for Deeper Analysis Grouping data is another way to analyze it. Excel automatically groups certain fields, like dates, into categories like years, quarters, and months. This allows you to see the data summarized at different levels (e.g., total profit by year, then by month within each year). You can also create your own custom groups for non-date fields to categorize data according to your analysis needs (e.g., grouping different item types into “food and drink” or “other”). Grouping allows for analyzing data in “multiple dimensions” by adding more fields to the Rows or Columns areas.
    6. Handling Empty Cells and Layout How empty cells are displayed affects the accuracy of analysis, especially in pivot charts. Replacing blank cells with zeros in the Pivot Table Options ensures that items with no data are still represented, showing a zero value rather than being excluded from the analysis or charts. Additionally, the report layout options (compact, outline, tabular) and the choice to display or hide subtotals and grand totals affect the readability and presentation of the analyzed results.

    In summary, data analysis in Excel, as presented in the sources, relies heavily on the dynamic capabilities of Pivot Tables, which allow for summarizing, slicing, dicing, and aggregating data in various ways. However, the foundation of accurate analysis is thorough data cleaning, ensuring the data is reliable and free from inconsistencies before being used in a pivot table. Using Excel Tables is also recommended as it makes managing and updating the data source for analysis more efficient.

    Grouping Data in Excel Pivot Tables

    Based on the sources, grouping data in Excel pivot tables is a way to summarize data by multiple fields and organize the display of that data. It allows you to analyze information at different levels or categorize data according to specific needs.

    Here are key aspects of grouping data discussed in the sources:

    • Automatic Grouping Excel will automatically apply grouping when you summarize data by more than one field in areas like the Rows or Columns of a pivot table.
    • Date Grouping A common example of automatic grouping occurs when you drag a date field into an area like Rows. Excel looks at your source data and automatically groups the dates by categories such as years, quarters, and months. These levels appear as separate fields (e.g., “Years,” “Quarters,” “Order Date”) in the Pivot Table Fields pane. You can then use these fields independently to summarize data at different granularities, for instance, viewing total profit by year, and then expanding to see the breakdown by month within each year. If you don’t need a specific level, like quarters, you can simply remove that field from the Rows area. The “Group Field” option on the Pivot Table Analyze ribbon shows the date ranges and the levels (months, quarters, years) that Excel has pulled from the data.
    • Custom Grouping You can create your own custom groups for fields that are not dates. This allows you to categorize data based on your analytical requirements. For example, you could select several ‘item type’ categories like ‘baby food’, ‘beverages’, ‘cereal’, ‘fruits’, ‘meat’, ‘snacks’, and ‘vegetables’ and group them together under a new name like “Food and Drink”. The remaining items could be grouped under “Other”.
    • Creating Custom Groups To create a custom group, you select the specific items in the pivot table report that you want to include in the group. Then, you go to the Pivot Table Analyze ribbon and select the Group Selection button. Excel will create a new group (initially named generically, like “Group1”). You can rename this group directly in the pivot table report. Excel also creates a new field in the Pivot Table Fields pane corresponding to this custom group (e.g., “Item Type2” if you grouped based on ‘Item Type’). It is recommended to rename this new field as well (e.g., “Food and Drink”) for consistency. This can be done by clicking the drop-down arrow for the field in the Rows area and selecting “Field Settings,” or by right-clicking the field name in the Rows area and selecting “Field Settings”.
    • Expanding and Collapsing Groups When grouping is applied, items in the pivot table report often display with little plus and minus symbols next to them. These symbols allow you to collapse or expand the details within a group, letting you focus on summary levels or drill down into specifics. You can toggle the display of these buttons on or off from the Pivot Table Analyze ribbon in the Show group.
    • Multi-Dimensional Analysis Grouping contributes significantly to creating multi-dimensional pivot tables. By adding more fields and grouping them in the Rows or Columns areas, you can analyze your data by multiple factors simultaneously (e.g., analyzing profit by region, item type, and sales channel).
    • Ungrouping Data If you need to revert a group, you can select an item within the group in the pivot table and click the Ungroup button on the Pivot Table Analyze ribbon.
    • Grouping and Layout The report layout options can interact with grouping. For example, the Compact Form layout maintains the grouping structure. Adding blank rows using the “Blank Rows” option on the Design ribbon will insert a blank line after each grouped item, which can help emphasize groups and improve readability.

    Excel Number Formatting Explained

    Based on the sources and our conversation, number formatting is a crucial aspect of data cleaning and analysis in Excel, particularly to improve readability and consistency of your data. It involves ensuring that values in your cells are displayed in a way that accurately reflects their type and makes them easy to interpret.

    Here’s a breakdown of the key points about number formatting discussed:

    1. Purpose of Number Formatting:
    • To make your data a lot easier to read.
    • To ensure consistency in how numbers are displayed, such as the number of decimal places and the presence of currency symbols.
    • A currency symbol, for example, always makes monetary values a lot easier to read.
    1. Applying Formatting in Standard Worksheets:
    • Formatting is applied using the Home tab in the Number group.
    • A drop-down menu provides common formatting options (e.g., General, Number, Currency, Accounting, Short Date, Long Date).
    • You can access more detailed formatting options by clicking “More Number Formats” at the bottom of the drop-down or by using the Ctrl+1 keyboard shortcut to open the “Format Cells” dialog box.
    • The appropriate format depends on the type of information in the column.
    • Examples discussed include:
    • Applying Text formatting to columns containing text.
    • Applying Date formatting to columns containing dates. Excel stores dates as numbers (days since January 1, 1900), and date formatting is needed to display them as calendar dates. If not formatted as a date, you might see the underlying numeric value. “Short date” and “long date” are common options. Custom date formats are also available via “More number formats” but are considered advanced.
    • Applying Number formatting to columns like “Units Sold,” where you might need to control the number of decimal places (e.g., reducing to zero using the Increase/Decrease Decimal buttons or “Format Cells”).
    • Applying Currency or Accounting formatting to monetary columns like “Unit Price,” “Total Revenue,” or “Total Profit” to add a currency symbol and control decimal places. The key difference is that Accounting format aligns the currency symbols and decimal points in a column, which is often considered easier to read, especially in long lists of numbers, whereas Currency format places the symbol right next to the value and doesn’t align decimals. The sources suggest Accounting format is frequently used.
    1. Formatting and Data Cleaning Steps:
    • When initially cleaning data, steps like using “Clear Formats” can remove all formatting, including desirable number formatting. Therefore, you might need to reapply the correct formatting after this step.
    • Helper columns created for text cleaning formulas (like UPPER, TRIM, CLEAN, SUBSTITUTE) might inherit the formatting of surrounding columns, sometimes defaulting to “Text”. To see formula results correctly, these columns might need to be changed back to “General” format before applying the formula.
    • Identifying numbers stored as text is important. Indicators include the number being aligned to the left side of the cell and a little green triangle in the corner. You can convert these using the warning symbol option “Convert to Number” or by using the VALUE formula.
    1. Number Formatting in Pivot Tables:
    • When you build a pivot table, the numbers in the values area are initially unformatted and inconsistent.
    • It is NOT recommended to apply number formatting directly to the cells in a pivot table using the Home ribbon. This is because pivot tables are dynamic; the fields and their locations can change when you rearrange or “pivot” the data. Formatting applied to a static cell will not move with the number it was applied to if the layout changes.
    • The correct method for applying number formatting in a pivot table is to apply it to the number itself, which ensures it moves with the data regardless of the layout.
    • This is done by right-clicking on a number within the pivot table and selecting “Number Format”.
    • Alternatively, you can access this through the Value Field Settings for the specific field in the Values area, and then clicking the “Number Format” button at the bottom.
    • Both methods open the familiar “Format Cells” dialog box, allowing you to choose formats like Accounting or Currency.
    • Custom number formatting is also available through this pivot table method.
    • If you configure your pivot table to show zero for empty cells, these zeros will also display with the number formatting applied to that values field (e.g., showing “$ -“).

    In essence, applying consistent and appropriate number formatting is a vital step, first during general data cleaning and preparation, and then specifically within pivot tables using the recommended methods to maintain accuracy and readability as you analyze your data.

    Pivot Tables Excel: Detailed Beginners Pivot Table Tutorial

    By Amjad Izhar
    Contact: amjad.izhar@gmail.com
    https://amjadizhar.blog