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Note

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>.

  1. On clicking “Save and Next”, the Calculation Formula popup will appear where user can create the formula used to calculate results for this Project Indicator.

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Before starting, please ensure the following:

  • The relevant system permissions must be assigned to the user attempting to run the query.

  • A logical calculation formula has been entered for every Calculated Indicator.

  • Results for source Project Indicators have been entered/calculated. <add link for Click here to know how to add results?> .

Calculate Results for a Single Calculated Indicator

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  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”.

  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.

  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. A clock icon will be displayed next to the Calculated and Aggregated Indicators to display that they are being updated.

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

  7. A success message is displayed once the batch is updated. The buttons will display again 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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  1. The “Add New Custom Indicator” and “Aggregation Criteria” popups have a slightly different interface.

  2. To update Aggregated Indicator results from the Visualforce page, users can click on the “Refresh” or wrench icon next to the corresponding aggregated indicator.

  3. Users can also update results for all Calculated Indicators using the “Refresh Indicators” button from the Manage Indicators page.

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  4. On the pop-up select “Calculated” to update results for only Calculated Indicators

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