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Navigate to the Manage Indicators page and click on the “Add New Custom Indicator” button.
For the “Data Type” field select from Number, Currency, or Percent. Select “Calculated” for the Type of Results field and fill out other required information to create a new Project Indicator.
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If the Data Type is Milestone, Qualitative or Picklist, you will receive an error message. This error message is controlled via <Link to page in technical enablement>. |
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Once the Calculation Formula popup opens, the user can either create a formula immediately or select “Cancel”. Selecting “Cancel” will save the Project Indicator with no calculation formula, allowing the user to return and set the formula at a later time.
In the Calculation Formula popup, use the “Select Indicator”picklist to select the first source Project Indicator. Only active Project Indicators with the same geographic level, reporting frequency and disaggregation level are shown in the picklist.
Use the Select an Operationpicklist to select the desired operation.
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When creating a calculated Project Indicator that involves division in the formula, ensure that the “Number of Decimal Points Allowed” field for that Project Indicator has been set to either 1 or 2. |
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An incomplete formula - for example, “Number of lamps +” will not be saved. If the user tries to save an incomplete formula, an error message will appear in response to the formula that is not mathematically possible. We recommend avoiding illogical formulas to ensure accurate results.
After clicking “Save and Exit” popup, a banner will display and confirm the successful creation of the calculated indicator. The new Project Indicator will appear in the “Selected Indicators”table on the Manage Indicators page. If a user clicks on the “X” in the right-hand corner of the popup, or selects “Cancel”, before saving then the popup will close and the indicator will save with no formula entered.
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Manage Calculated Indicators
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Edit Existing Calculated Indicators
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In order to edit the Calculation Formula, click on “Save and Edit Calculation”
This will open the “Customize Calculation” popup where the source indicators or operators can be edited.
<Confirm with PG Should we put a note about not editing calculation formula after result records have been generated to avoid data inconsistencies?>Once a Project Indicator is deactivated, it cannot be used in the formula for a calculated Project Indicator. The calculation formula popup will not display the deactivated source Project Indicator when the user clicks into the search bar to create the formula. If the user types a deactivated Project Indicator in the search bar, the message “No matching records found” will display in the dropdown.
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Click on the “Update Results” option in the dropdown located next to the particular Project Indicator in the Selected Indicatorstable. Note that this option will only be shown if the Project Indicator is calculated or aggregated.
A popup will open displaying the date and time of any previously run calculation. It is displayed in the user’s locale. If no calculations have been run previously, then the date and time field will be blank.
Click on “Update Result” to calculate the result(s) for the Project Indicator.
While the result(s) are being updated, users cannot edit, delete or deactivate the calculated Project Indicator. The following buttons are greyed out on the Manage Indicator page:
The dropdown menu button next to the calculated indicator
“Update Results” button
It is also recommended to refrain from using the “Update Results” or “Submit Results” button on the Add Results while the results are being updated.
Once the results are updated:
The buttons will display again
The result(s) will be populated for the corresponding calculated Project Indicator 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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Option One: Run the batch en masse twice by clicking Refresh Indicators twice. After the second run of the batch, results will be displayed for all calculated indicators.
Option Two: Run the batch individually for each calculated indicator based on the hierarchy established by the formula.
For example: if calculating “% of households with access to clean water” and the formula includes a calculated indicator “# of households” which adds rural and urban households, then be sure to first run the calculation for “# of households”, and then after the first batch, refresh the Add Results page and run the calculation for “% of households with access to clean water indicator” .
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Create & Manage Calculated Indicators
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View Results on the AddResults page
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