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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. For the “Type of Results” field select Calculated. 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. |
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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
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multiple Calculated Indicators
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Note that this option will calculate results for all calculated and aggregated indicators. If there are no aggregated indicators in the project, then only the results of calculated indicators will be updated. |
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Click on the Update Resultsbutton to run a batch update for all calculated Calculated and Aggregated indicators, as shown in the screenshot below.
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Note, this button will not display if there are no aggregated or calculated indicators in the Selected Indicators table. |
A pop-up popup will display to confirm the batch. Click “Confirm” to run the batch.
On confirmation, the batch runs for all aggregated and calculated 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 Indicator(s)
“Update Results” button on the Manage Indicator page.
The user is notified via email when the batch is complete and results are updated.
When batch is complete, the:
The buttons will display again and
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.
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Time to wait: We recommend that users don’t Update Results or Submit 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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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.
A clock icon will be displayed next to the Calculated and Aggregated Indicators to display that they are being updated.
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We recommend users to refrain from editing indicators and updating their results vai the MaangeIndicator page while the the batch is running. |
The user is notified via email when the batch is complete and results are updated.
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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Time to wait: We recommend that users don’t edit or update results for Calculated and Aggregated Indicators indicators via ManageIndicators while the results are being updated. Users can navigate away from the AddResults screen until the batch is completed. |
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The “Add New Custom Indicator” and “Aggregation Criteria” popups have a slightly different interface.
To update Aggregated results for a single Calculated 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 and Aggregated 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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