Calibrate
Read a Calibration run and know which relationships are worth trusting.
A tree can hold relationships that look sensible and simply aren't supported by the numbers.
Calibrate runs a correlation test — Pearson r or Spearman ρ, chosen automatically per pair by a distribution test — across every connected pair of nodes in the tree, at lags of 0 to 6 months. A Detrending choice sits above the results: Raw, Linear, MoM % or log Δ, which changes what the correlation is measured on rather than the raw series.
Every relationship lands in exactly one bucket. Actionable — statistically supported and worth keeping. Tautology — a relationship that's true by definition and tells you nothing new, such as a subtotal correlating with its own parent. Weak — tested, and not strong enough to act on. Then three ways a pair can be blocked before it's even scored: no target data, no source data, or fewer than 8 months of overlap between the two series.
The threshold for Actionable is stated outright: a 95% confidence interval (Fisher-z) of at least 0.30, and an effect size that clears |r| ≥ 0.20. Both conditions have to hold — a relationship can be statistically significant and still too weak in effect size to count, or vice versa.
Results carry a high / medium / low confidence tag, filterable by chip, and a table of Connection, Weight, Lag, Effect, N and Conf. per pair. Each row also carries its own lag profile and diagnostics, with warning chips for conditions like a small sample size or a sign flip between detrending modes — worth reading before ticking a row, since a technically-Actionable pair built on very little data or an unstable sign is a weaker basis for a decision than the label alone suggests. You tick the rows you want and Apply them — Calibrate proposes, it doesn't rewrite the tree on its own.
A tree with plenty of nodes but not much history will typically come back with few or no Actionable relationships and most pairs blocked for missing data — and that's a genuinely informative result, not a failure of the feature. It says the tree has a lot of structure but very little of it is yet backed by enough real history to trust. The exact counts on any given tree will drift over time as more history accumulates; treat the pattern (mostly blocked, few Actionable) as the thing to recognise, not any specific number.

- 1Detrending — Raw, Linear, MoM %, log Δ
- 2The five outcome counts — Actionable, Tautologies, Weak, and two blocked categories
- 3Confidence filter chips — high, medium, low
- 4The connection table — Weight, Lag, Effect, N, Conf.
- 5The stated thresholds: 95% CI ≥ 0.30 and effect |r| ≥ 0.20
- 6Apply — ticked rows only, nothing changes until you press it
ValueWorks 2026.08
Takeaways
Calibrate scores every connected pair by correlation, at lags of 0–6 months, and sorts each into Actionable, Tautology, Weak, or one of three blocked reasons — each row also carries diagnostics and warning chips (small sample, sign flip) worth reading before you Apply it.
Actionable needs both a 95% CI ≥ 0.30 and an effect size |r| ≥ 0.20.
It proposes — you tick rows and Apply them. Nothing changes in the tree until you do.
Surfaces covered
- Detrending (Raw / Linear / MoM % / log Δ)
- Actionable / Tautologies / Weak / No Target Data / No Source Data
- R or ρ, p-value, Weight, LAG, Effect, N, Conf.
Also taught in the Academy
Module 7 · Digital Twin: the Driver Tree
Take it as lesson 7.8 in Business Analyst & FP&A