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Aggregated Indicators are only available as a LWC from Kalausi (v1.34) or later. If your organization is using the Visualforce ManageIndicators page, the interface will be slightly different. The logic for setting up Aggregated Indicators are is still the same. Reach out to your System Administrator if you have questions about creating Aggregated Indicators. |
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Navigate to the “Manage Indicators” page and click on the “Add New Custom Indicator” button.
Fill out the fields in the popup and select “Aggregated” for the “Type of Results” field. Remember that the “Data Type” can only be quantitative when setting up Aggregated Indicators.
Click on “Save and Next”.
On the next screen, the “Customize Aggregation Criteria” popup is where the criteria are set for aggregating results. You have the option to hit cancel and return to setting the aggregation criteria at a later stage.
To define the aggregation criteria, populate the following fields on the “Customize Aggregation Criteria” popup:
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Select the field that sex is based on. This field may sit on an immediate parent record.
Map the possible values in the field selected in a. to Amp Impact’s sex disaggregation values
(Male, Female). As depicted below, the Amp Impact sex disaggregation values are listed to the left
of the input boxes. For each sex disaggregation value, enter the corresponding field value to be
mapped to that disaggregation (e.g. M for Male).Multiple values can be mapped to the Male and Female sex disaggregation values. For
example: “Man”, “M”, and “Male” can all map to the Male sex disaggregation value when
specifying aggregation criteria for an Aggregated Indicator.
Any source records that do not match the “Male” or “Female” mapped values are
automatically mapped to the “Unknown” disaggregation. Upon refreshing the Aggregated Project Indicator, the result values for the “Unknown” column will be populated on the AddResults
table for the corresponding Geographic Area and Reporting Period.
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To edit the aggregation criteria through the Manage Indicators page, click on the drop-down next to the Indicator and click on “Edit”.
Make the necessary updates to the Aggregated Indicator by clicking on “Save and Edit Aggregation”.
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Navigate to the Manage Indicators page and click on the “Update Results”button to run a batch update for all the Aggregated Indicators.
A popup will display to confirm the batch. Click “Confirm” to run the batch.
On confirmation, the batch runs for all Calculated and Aggregated Indicators in the project.
While the batch is processing, users cannot edit or delete the Calculated and Aggregated Project Indicators. The following buttons are greyed out:
The dropdown menu buttons next to all Calculated and Aggregated Indicators;
“Update Results” button on the Manage Indicator page.
The user is notified via email when the batch is complete and the results are updated.
When the batch is complete, the buttons will display again the results for the corresponding Calculated and Aggregated Project Indicators will be populated on the Add Results page. Refresh the Add Results page to see the most accurate results. The last calculation date field will also be updated.
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The “Add New Custom Indicator” and “Aggregation Criteria” popups have a slightly different interface.
To update Aggregated Indicator results from the Visualforce page, users can click on the “Refresh” icon from the Add Results page to update the results for a single indicator, or the “Refresh Indicators” button from the Manage Indicators table to update the results for all the Project Indicators.
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Stop Aggregating Data
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