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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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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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Once the Aggregated Indicators are set up, users can choose to run the query and update the indicator results. This can be done for a single Aggregated Indicator, or multiple Aggregated Indicators at once.
Before you start updating results, check the following:
The relevant system permissions must be assigned to the user attempting to run the query.
The relevant Aggregated Indicators must exist for the Project (i.e. they are assigned to the Project).
The appropriate aggregation criteria have been entered for every Aggregated Indicator.
There is source data that fits the defined aggregation criteria.
Update Results for a Single Aggregated Indicator
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Update Results for Multiple Aggregated Indicators
To update indicator results for multiple Aggregated Indicators, ensure the following:
The relevant system permissions must be assigned to the user attempting to run the query.
The relevant Aggregated Indicators must exist for the Project (i.e. they are assigned to the Project).
The appropriate aggregation criteria have been entered for every Aggregated Indicator.
There is source data that fits the defined aggregation criteria.
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Note that this option will update results for all Calculated and Aggregated Indicators. If there are no Calculated Indicators in the project, then only the results of Aggregated Indicators will be updated. |
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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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