Setting up and Configuring a Heatmap Card

The Heatmap Card provides an ideal way to quickly compare activity between learners. Each Heatmap Card presents a visual representation of your learners’ activity by using varying intensities of color. For instance, if you were looking at test scores for a group of learners, you could easily identify how they scored by their corresponding color.

This article consists of 3 main sections:

Setting up a New Heatmap Card

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

  1. Click Explore in the main navigation and choose Heatmap from the card-type carousel:
    ExploreHeatmap.png
  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: 
    saveasnew.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 Heatmap Card

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

  1. If you want to reconfigure an existing Heatmap Card, click  in the bottom right of the card on the Dashboard then choose Configure.

    Gear.png
     

    Configure.png

     
    You can also click Configure on the top right of the card’s detail page:
    Configure.png
  2. You’ll use Explore to reconfigure the card and then click Save changes to this card to update the existing card with the options you’ve chosen. Click Save as a New Card to create a new card with the things you've changed and the original will not be changed:
    SaveOptions.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 Heatmap Cards

When using Explore to customize Heatmap 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 Heatmap Card. You can choose as many different activities as you’d like, and the Heatmap Card will display all statements related to the chosen activities. If you don’t select any activities, the Heatmap 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 Heatmap Card. You’ll be able to select multiple people and parts of your organization, and those people will be included in the Heatmap Card. 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

Verbs.png

After clicking Verbs, chose which verbs to include in your Activity Card. You will be able to select multiple verbs, and those will be included in your Activity Card.  Click on the dropdown to select Trailing or Custom.

To select verbs, use the search bar to find specific verbs. You can also click the pick from a list button to choose specific verbs you would like to include. 

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.

Heatmap

In the Heatmap 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).

Organized

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

For example, if you choose By Person in the Organized menu, your Heatmap will be organized by people: 

Measures

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 Heatmap.

For example, if you choose By Person in the Organized menu, each of the measures you choose in the Measures menu will be represented as columns on the Heatmap, and each block of the Heatmap would show how people performed on the measures you selected. In the below example, the measures chosen are Average Score and Total Time:

To add a measure to the Heatmap, 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 Heatmap, 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 Heatmap Card are the same Measures you'll see on the Correlation Card.

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

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

Value Labels

In Value Labels menu, you'll choose whether you want the actual numbers to appear on your Heatmap or if you want to let your users decide whether to see the actual numbers.

If you choose Always Hide, no numbers will show on your Heatmap:

If you choose Always Show, numbers will show on your Heatmap:

If you choose Select in UI, your users can decide whether they want to see Heatmap values with a toggle on the Heatmap:

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

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