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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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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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Ensure that the source project indicators are active before updating results. Click on “Edit” → “Save and Edit Calculation” and if the source project indicators have been deleted or deactivated then users will receive a warning highlighting the deactivated/deleted project indicator. |
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Calculate Results for AllCalculated Indicators
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Time to wait: We recommend that users don’t “Update Results” Update Results or Submit Results via the AddResults page while the batch is running. Users can navigate away from the ManageIndicators page until the batch is completed. |
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Refreshing results for calculated Project Indicators where the formula contains a deactivated Project Indicator produces inaccurate Result records as the deactivated Project Indicator may contain outdated values. Refreshing results for calculated Project Indicators where the formula contains a deleted Project Indicator does not successfully run a batch, and no new Result records are created or updated. To ensure the calculation runs successfully, ensure that all Project Indicators referenced in the calculated Project Indicators’ formula are active. |
Ensure that the source project indicators are active before updating results. If source project indicator(s) are deactivated or deleted, new Result records will not be created or updated. |
Calculating Results for Calculated Indicators Dependent on other Calculated Indicator(s)
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Navigate to the Add Results page and click on the drop-down on the right.
In the dropdown, select the option to “Update Results”.
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.
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. Once
A clock icon will be displayed next to the Calculated and Aggregated Indicators to display that they are being updated.
The user is notified via email when the batch is updated, the complete and results are updated.
A success message is displayed once the batch is updated. The buttons will display again . Refresh and users can refresh the Add Results page to see the most accurate results. The last calculation date field will also be updated.
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Create & Manage Calculated Indicators
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The logic for creating Aggregated Indicators from the Visualforce page is similar to the LWC described above. The only difference is the user interface for some of the steps:
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” or wrench icon next to the corresponding aggregated indicator.
Users can also update results for all Calculated Indicators using the “Refresh Indicators” button from the Manage Indicators page.
On the pop-up select “Calculated” to update results for only Calculated Indicators
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