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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.
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If the Data Type is Milestone, Qualitative or Picklist, you will receive an error message. |
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:
Popup Field | Required? | Description | ||
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Source Object | Yes | Object in Salesforce that contains the individual-level data to be aggregated. | ||
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How to Aggregate | Yes | How the data will be aggregated, i.e. Sum, Average, Count, Maximum, Minimum.
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Do you want to filter records? | No | Create custom filters by selecting “Some Records” to display this interface. Select fields on the Source Object in the first picklist and the filter operator in the second picklist. Type directly into the input cell to set the criteria. If multiple filters are used, select the filter logic (AND or OR) in the Specify Filter Logic’ dropdown.
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Do you need to de-duplicate? | No | This feature allows the user to choose whether multiple records with the same value in a specified field are considered individually or together when aggregating. | ||
Reporting Period based on | Yes | The date field on the Source Object that determines which Reporting Period an individual record will be aggregated to. | ||
Geographic Area based on | Yes | The field on the Source Object (or any of its parent objects) that determines which Geographic Area an individual record will be aggregated to. | ||
Active | No | This checkbox controls whether the criteria is active and creates or updates Results when the batch is run. | ||
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On the Managed Indicator page, click on the dropdown icon next to the indicator and click “Update Results”. Note that this option will only be shown if the Project Indicator is calculated or aggregated.
A popup will open with the date and time of any previously run aggregations displayed.
If no aggregations have been run previously, then the date and time field will be blank.
If any aggregations have been run previously, the date and time are displayed in the user’s locale.
While the result(s) are being updated, users cannot edit, delete or deactivate the aggregated 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.
The results will populate on the Add Results page only if all of the data required has been entered:
Aggregation criteria have been correctly set up.
Records for the Source Object exist.
Refresh the Add Results page to see the most accurate results. The results will populate for the corresponding project indicator on the Add Results page“Last Aggregation Date” field will also be updated.
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If an existing aggregated indicator is marked as not active then results will not be updated. The Add Results page will show the last aggregated result from when indicator was active. |
Update Results for
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multiple Aggregated Indicators
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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. |
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
Navigate to the Manage Indicators page and click on the “Update Results”button to run a batch update for all the Aggregated and Calculated Indicators.
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Note, this button will not display if there are no aggregated or calculated indicators in the Selected Indicators table. |
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
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. 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
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“Last Aggregation Date” will also be updated.
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Time to wait: We recommend that users don’t use the “Update Results” button for individual indicators on the Add Results while the results are being updatedupdate results or submit results via the AddResults page while the batch is running. Users can navigate away from the screen ManageIndicators page until the batch is completed. |
Update Results from the Add Results Page
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 and inactive. All the updated results will be visible on .
A clock icon will be displayed next to theAggregated and Calculated 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 Maange Indicator 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
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to see the most accurate results. The “Last Aggregation Date” field will also be updated.
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Create & Manage Aggregated Indicators
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The “Add New Custom Indicator” and “Aggregation Criteria” popups have a slightly different interface.
To update results for a single Aggregated Indicator results from the Visualforce page, users can click on the “Refresh” wrench icon from the Add Results page to update the results for a single indicator, or next to the corresponding aggregated indicator.
Users can also update results for all Aggregated and Calculated Indicators using the “Refresh Indicators” button from the Manage Indicators table page.
On the pop-up select “Aggregated” to update the results for all the Project only Aggregated Indicators .
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Stop Aggregating Data
If data is no longer being collected for an Aggregated Indicator or the aggregation no longer needs to be calculated, the user can deactivate the Aggregation.
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