Guidelines for Correlating Assumptions

You can follow these basic steps to define correlations between Crystal Ball assumptions:

  1. Consider which assumptions could be correlated, how strongly they may be related, and whether the relationship is positive (both values increase together) or negative (one decreases when the other increases).

  2. Select an assumption to correlate with another assumption. If you want to define correlations between several assumptions, select them all. For details, see Cell Selection Rules for Smart Selection.

  3. Click the Define Correlations button in the ribbon (Define Correlations button).

    Your selection is displayed in the Define Correlations dialog. If you selected a single assumption, the dialog opens in List view (Figure 100, Define Correlations Dialog in List View with All Assumptions Added). Otherwise, it opens in Matrix view (Figure 101, Define Correlations Dialog in Matrix View, Unlinked).

    Note:

    If the selection is part of an existing matrix, the entire matrix opens.

  4. Decide whether you want to work with individual pairs of correlations in a list or with a matrix of correlated pairs.

    To work with a list, confirm that List View is selected in the View menu. Otherwise, confirm that Matrix View is selected.

    For more information, see the following:

  5. If necessary, add or remove assumptions and enter correlation coefficients for assumption pairs. You can use the correlation chart to model relationships. If data series are available for each assumption pair, you can calculate the correlations.

  6. When definitions are complete, click OK to save the correlations.

For more information about the Define Correlations dialog, see About the Define Correlations Dialog. For a correlation overview, see About Correlating Assumptions.