Page Comparison

...

...

Calculated Indicators Terminology

Here are a couple of common terms we’ll use when setting up and managing Aggregated Indicators in Amp Impact:

Create Calculated Project Indicators

Status
colour Purple title Lightning Web Component

...

1. Navigate to the Manage Indicators page and click on the “Add New Custom Indicator” button.

2. For the “Data Type” “Data Type” field select from Number, Currency, or Percent. Select “Calculated” for For the “Type of Results field and fill ” field select Calculated. Fill out other required information to create a new Project Indicator.

   

...

1. 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.

   Image RemovedImage Added

2. 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.

   Image RemovedImage Added

3. Use the Select an Operationpicklist to select the desired operation.

   Image RemovedImage Added

...

5. 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.

   Image RemovedImage Added

6. 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. 

...

1. Click on the “Edit” option in the dropdown located next to the particular Project Indicator in the “Selected Indicators”table. 

2. In the popup, edit the field you want to, (example: Guideline). In order to edit the Calculation Formula, click on “Save and Edit Calculation

   Image Added

3. In order to edit the Calculation Formula, click on “Save and Edit Calculation”

   Image Removed

4. 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?>

5. 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. 

...

Calculate Results for AllCalculated Indicators  

The previous section describes how to calculate results for a single calculated indicator in a project. Users can also calculate results for all calculated indicators in a project.

There are two ways to initiate a batch update for all Aggregated and Calculated Project Indicators: From the Manage Indicators table and from the Add Results page.

Update Results from the Manage Indicators Table

1. Click on the Update Resultsbutton to run a batch update for all calculated indicators, as shown in the screenshot below. 

   

...

2. A pop-up will display to confirm the batch. Click “Confirm” to run the batch

3. On confirmation, the batch runs for all aggregated and calculated indicators in the project.

4. 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 Calculated and aggregated indicatorAggregated Indicator(s)

   • “Update Results” button on the Manage Indicator page.

     It is also recommended to refrain from using the “Update Results” button on the Add Results while the results are being updated. Users may navigate away from the screen until the batch completes.

5. The user is notified via email when the batch is complete and results are updated.

6. When batch is complete, the:

   1. The buttons will display again and

   2. The results for the corresponding calculated and aggregated Project Indicator(s) 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.

...

<Add link to Add Results page> Calculating Results for Calculated Indicators Dependent on other Calculated Indicator(s)

Calculated indicators that are run en masse do not update in any particular order. If a calculated indicator includes one or more calculated indicators in its formula, users will need to perform one of the two actions below:

• 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”.

Create & Manage Calculated Indicators

Status
colour Green title Visualforce Page

View Results on the AddResults page

Explain that the batch has been run, users can navigate to the AddResults page to see results.

...

Type_of_Results__c

...

Last_Calculation_Date__c

...

Before running the calculation, navigate to the Add Results page to enter result values for the two source Project Indicators, if they have not been previously entered. 

...

1. Navigate back to the

Manage Indicators page to run the calculation. Click the Refresh icon and confirm. 8. Navigate back to the Add Results page to see the result. 

...

Update Results from the Add Results Page

1. Navigate to the Add Results page and click on the drop-down on the right.

2. In the dropdown, select the option to “Update Results”.

   Image Added

3. A confirmation popup will be displayed to confirm that the Calculated and Aggregated Project Indicator results will be updated for the current Geographic Area and Reporting Period.

   Image Added

4. While the batch is processing, users will not be able to submit or update the results for these indicators. The “Submit Results” and “Update Results” buttons will be greyed out.

5. Once the batch is updated, the buttons will display again.  Refresh the Add Results page to see the most accurate results. The last calculation date field will also be updated.
   <<add screenshot>>

...

Create & Manage Calculated Indicators

Status
colour Green title Visualforce Page

<add image>

...