Setting up and Configuring a Line Card

The Line Card allows Watershed users rank people, activities, or activity types by score, usage, or any custom measure. For instance, you could use a Line Card to show a list of your most active users or show which pieces of content are viewed the most.

This article consists of 3 main sections:

Setting up a New Line Card

Please note: For some accounts, you’ll need to be logged into Watershed as an admin to set up a new Line Card.

  1. Click Explore in the main navigation and choose Line from the card-type carousel:
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  2. You’ll use Explore to customize the card and then click Save As New Card to create a new card with the options you’ve chosen: line2.png
If you’re an Admin or Owner, your card will be created on the Dashboard. If you’re not an Admin or Owner, your card will be created on the Your Cards page.

Reconfiguring a Line Card

Please note: only Admins and Owners can reconfigure cards on the Dashboard.

  1. If you want to reconfigure an existing Line Card, click Configure on the cog menu accessed from the bottom right of the card on the Dashboard or click Configure on the top right of the card’s detail page.
    line3.png
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  2. You’ll use Explore to customize the card and then click Save changes to this card to update the existing card with the options you’ve chosen:  line2.png
If you’re an Admin or Owner, your card will be created on the Dashboard. If you’re not an Admin or Owner, your card will be created on the Your Cards page.

Using Explore to Customize Line Cards

When using Explore to customize Line Cards, you’ll see 5 options:

Click on any of the option names to look at the settings for that option:

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Activities

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After clicking Activities, you'll be able to choose which activities you want to include in your Line Card. You can choose as many different activities as you’d like, and the Line will display all statements related to the chosen activities. If you don’t select any activities, the Line Card will include all activities in your account that you have permission to see. 

To select an activity, use the search bar to find an activity or click the Pick From a List button to choose an activity.

Please note: You’ll only see activities that are already in your account that you have permission to see.

If you want to deselect an activity you’ve already chosen, click the X button next to the activity’s name.

People

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After clicking People, choose which people to include in your Line Card. You’ll be able to select multiple people and parts of your organization, and those people will be included in the Line. If you don’t choose anyone, this card will include everyone that you have permission to see.

To select people, use the search bar to find specific people or group names. You can also click the pick from a list button to choose specific people or groups.

Please note: You’ll only be able to choose from people that you have permission to access.

If you want to deselect a person or group you’ve already chosen, click the X button next to the person or group’s name.

Verbs

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After clicking Verbs, you'll be able to choose which verbs you want to include in your Line Card. You can choose as many different verbs as you’d like, and the Line will display all statements related to the chosen verbs. If you don’t select any verbs, the Line Card will include all verbs in your account. 

To select a verb, use the search bar to find a verb or click the Pick From a List button to choose a verb.

If you want to deselect an activity you’ve already chosen, click the X button next to the activity’s name.

Dates

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After clicking Dates, you can select a time range for your card to analyze. Click on the dropdown to select Trailing or Custom.

  • Use Trailing to select the previous X days/weeks/months/years from today. While the range stays the same, the dates change to keep up with the current date.
  • Use the Custom option to choose a specific date range.

If you don’t select any dates, the card will analyze all data in the account that you have permission to see.

Card Text

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From the Card Text menu, customize the text on the card:

  • The Title is at the top of the card on both the Dashboard and the card’s detail page.
  • The Summary appears at the footer of the card on the Dashboard.
  • The Description appears at the top of the card’s detail page under the header.

Line

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In the Line section, you’ll choose what you’d like to rank (using the Organized menu) and how you’d like to rank them (using the Measures menu).

On the Organized menu, you’ll choose what you’d like to rank on the Line. Just choose an option from the Organized menu and the Line will organize data by what you’ve chosen.

For example, if you choose By Day in the Organized menu, your line will be organized by day, and the each measure represented on your line chart will have a point per day that it has data for. line12.png

The Line card also allows you to specify a second dimension. If specified, this will create additional lines per measure, for each item in the second dimension you select. For example, if you select By Group as the second dimension, you will see an extra set of lines for each group. We recommend using the second dimension option only with a small number of measures (ideally just one measure) to avoid too many lines. Your reports are clearer if you keep them simple.  

On the Measures menu, you’ll choose how you’d like to rank what you chose in the Organized menu. You can choose multiple measures for the same Line, but we don’t recommending choosing more than 4 to keep your chart clear.

For example, if you choose By Month in the Organized menu and you chose Interaction Count as a measure, the X axis will show the month month and the y axis will show the number of interactions each month:line13.png

To add a measure to the Line, choose a measure from the Select a Measure menu and click the Add Measure button next to the menu. You’ll see the measure added to the Line, and the measure will be added to the Measures section. To deselect a measure, click the X next to the Measure in the Measures section.

Most of the Measures you'll find on the Line Card are the same Measures you'll see on the Correlation Card.

  • Activity Count is the number of activities contained within a grouping. 

    For instance, if you’ve organized your Line by person, using the Activity Count measure would show the number of different activities each of your people have performed. If you’ve organized your Line by Activity Type, using the Activity Count measure would show the number of activities that have been performed for each type.

  • Average Score is the average of all scores recorded across all activities in a grouping. 

    For instance, if you’ve organized your Line by Week, using the Average Score measure would show you the average of all of the scores across all activities for each week. If you’ve organized your Line by Person, using the Average Score measure would show the average score across all activities for each person.

  • Total Time is the total amount of time people have spent performing all activities in a grouping.

    For instance, if you’ve organized your Line by Person, using the Total Time measure would show the amount of time each person has spent on all activities. If you’ve organized your Line by Activity, using the Total Time measure would show how much time has been spent on each Activity.

  • Completion Count is the total number of times activities have been completed in a grouping.

    For instance, if you’ve organized your Line by Person, using the Completion Count measure would show how many activities each person has completed. If you’ve organized your Line by Activity, using the Completion Count measure would show how many times each activity has been completed.

  • Timeline adds an activity timeline to your line. It gives a visual representation of when people interact with activities over time.

The Line section also includes display settings that affect the appearance of the line chart. 

Chart Type determines if the line chart will shade in the area under each line. The Area Chart Type is especially useful when you have a pair of related measures where one shows progress towards or a part of another, for example a count of times a video was watched 50% of the way through and a count of times the same video was watched 100% of the way through.

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Charts determines if the report viewer will see a single chart, or separated out line charts per measure when they open the card detail view. A single chart is always used on the dashboard view. 

Gaps determines how the report will handle gaps in the data. For example, if a card is organized by day and there was no activity on that day, should the line chart continue the line to connect the points either side of the gap, leave a blank space, or fill in the gap with zero values. Filling with zeros is normally the most appropriate for data based on counts since no data is effectively a count of zero. 

Advanced Configuration

Advanced Configuration can be used to create additional measures and more precise ways of organizing your data. If you have an idea for a Line that can't be created using the default options, let us know and we can help you use Advanced Configuration to set up a Line Card.

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