Setting up and Configuring a Correlation Card

The Correlation Card allows Watershed users to explore relationships between multiple data measures and find dependent relationships. For instance, you could use a Correlation Card to show a dependency (or lack of dependency) between scores on sales training and actual sales numbers.

This article consists of 3 main sections:

Setting up a New Correlation Card

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

  1. Click Explore in the main navigation and choose Correlation from the card-type carousel:
  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: 
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 Correlation Card

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

  1. If you want to reconfigure an existing Correlation Card, click Explore on the bottom left part of the card on the Dashboard or click Explore on the top right of the card’s detail page.

  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:
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 Correlation Cards

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

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

Activities

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

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

Dates

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

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.

Correlation

In the Correlation section, you’ll choose what data measures you'd like to correlate (using the Measures menu) and how you’d like to group them (using the Organized menu).

On the Measures menu, you’ll choose what data measures you'd like to correlate using the Correlation Card. To choose measures for your Correlation Card, choose two different measures from the dropdown menus. Most of the measures you'll find on the Correlation Card are the same Measures you'll see on the Leaderboard Card.

By default, you can choose two measures for the same Correlation Card. You can use Advanced Configuration to choose more than two measures or create custom measures. 

On the Organized menu, you’ll choose how you'd like to group your data for your Correlation Card. Just choose an option from the Organized menu and the Correlation will organize data by what you’ve chosen.

Here is a list of default measures:

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

    For instance, if you’ve organized your Correlation by person, using the Unique Activity ID Count measure would show the number of different activities each of your people have performed. If you’ve organized your Correlation by Activity Type, using the Unique Activity ID 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 Correlation 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 Correlation 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 Correlation 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 Correlation 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 Correlation by Person, using the Completion Count measure would show how many activities each person has completed. If you’ve organized your Correlation by Activity, using the Completion Count measure would show how many times each activity has been completed.

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 Correlation that can't be created using the default options, let us know and we can help you use Advanced Configuration to set up a Correlation Card.

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