Projects and cards

A project is a collection of one or more analyses, with data filters that apply to every analysis in the project. You can create up to five projects in the dashboard, with each project appearing as a tab within the dashboard.

Each specific analysis (such a correlation test between two variables) is represented in a project as a card, with up to 750 cards per project.

For example, the following dashboard includes two projects, Hotel Experience 2022 and 2021. And the selected project displays a Regression analysis card.

Creating projects

You can create up to five projects in the dashboard, with each project appearing as a tab within the dashboard. Complete the following procedure to create an X-Stats project.

1. In Medallia Web reporting, open the X-Stats dashboard.

   When you first open the dashboard, it shows some information about the types of analysis you can run, and provides an empty project in the side panel.

   

2. If the side panel is closed, reopen the panel by clicking Start Performing Analysis.

3. In the side panel, enter a Project Name.

4. Optionally, add filters to limit the data available for analysis in the project.

   As with other Medallia Experience Cloud reports, the filters available are the intersection between the filters added to the dashboard by the report administrator, and the reporting filters available to you according to your data access.

   1. In the side panel, click Select Filters.

   2. Select one or more filter values.

   3. Click Select Filters.

5. Click Create.

   The project appears as a new tab in the dashboard. The side panel updates, enabling you to create cards in the project.

   

6. To create another project with new cards, click New Project.

Running analyses

Running an analysis in a project creates one or more cards, with each card displaying results of the analysis. Each analysis represents a snapshot of time. For example, if you run an analysis of data over the past 30 days, data in the card does not refresh every day to account for the new window, but instead keeps that original 30-day snapshot.

To run an analysis, select the type of analysis to run and the variables you want processed.

1. Open a project tab in the X-Stats dashboard.

2. If the side panel is not already open, click Perform Analysis.

3. In the Select Analysis Type section, click the type of analysis you want to perform.

   For information about each type, see Analysis types, below.

4. In the Define Input Variables section, click the plus icon and then select one ore more variables to be analyzed.

   • For Description analyses, you can select up to 50 variables.

   • For Correlation analyses, you must select at least two, and up to 25 variables.

   • For Regression analyses, you must select one outcome variable, and at least one other variable, with no more than 25 variables in total.

5. If you are creating a Regression analysis, in the Define Outcome Variable section select the variable affected by the input variables you selected in the previous step.

6. Click Run.

   Your project is updated with one or more cards, depending on the type of analysis you selected. Correlation and Regression analyses create one card. Description analyses create a separate card for each variable you selected, plus an additional card with a summary of all variables you selected.

   For example, the following image shows a Description analysis:

   

7. To begin another analysis in the project, click Perform Analysis.

Analysis types

X-Stats dashboards provide the following analysis types in cards. Within each type, X-Stats selects the correct calculation for your data automatically, based on the data type of the variables you select for analysis. X-Stats can run description, correlation, and regression analyses.

Descriptive

X-Stats runs the following calculations for descriptive statistical analysis:

• Median for numeric variables.

• Mean for numeric variables.

• Data distribution for Boolean and categorical variables.

For example:

Correlation

For correlation, X-Stats runs the following tests, based on the data type of the variables selected:

• Chi squared for Boolean and categorical variables.

• Analysis of Variance (ANOVA) for analyses comparing numeric and categorical variables.

• Pearson correlation coefficient (Pearson's r) for numeric variables.

Regression

X-Stats runs the following regression calculations, based on the data type of the variables selected:

• Ordinary Least Squared (OLS) based multiple linear regression for variables with numeric outcomes.

• Logistic regression for variables with Boolean outcomes.

• Multinomial regression for variables with categorical outcomes.

Expired cards

To provide security and to comply with data-retention laws, cards expire after 90 days.

Deleting projects and analyses

To delete any project, click Delete Project. Deleting a project also deletes all cards in the project.

To delete an analysis while keeping the project, right click the options icon for the analysis you want to delete, and then click Delete Analysis. For Description analyses, you cannot delete individual cards. You must delete all Description analysis cards at once by clicking Delete Analysis for the summary card showing data for all variables in that analysis.