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The Aggregated Indicators functionality may be impacted if your organization runs multiple Salesforce packages and apps, as the API names may conflict and interfere with aggregation queries. To prevent this, speak to your System Administrator to ensure that your organization’s custom objects have unique API names. |
Here are the steps to create an Aggregated Indicator in Amp Impact:
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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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Select the field that sex is based on. This field may sit on an immediate parent record.
Map the possible values in the field selected in a. to Amp Impact’s sex disaggregation values
(Male, Female). As depicted below, the Amp Impact sex disaggregation values are listed to the left
of the input boxes. For each sex disaggregation value, enter the corresponding field value to be
mapped to that disaggregation (e.g. M for Male).Multiple values can be mapped to the Male and Female sex disaggregation values. For
example: “Man”, “M”, and “Male” can all map to the Male sex disaggregation value when
specifying aggregation criteria for an Aggregated Indicator.
Any source records that do not match the “Male” or “Female” mapped values are
automatically mapped to the “Unknown” disaggregation. Upon refreshing the Aggregated Project Indicator, the result values for the “Unknown” column will be populated on the AddResults
table for the corresponding Geographic Area and Reporting Period.
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Select the field that the disaggregation is based on. This field may sit on an immediate parent record.
Map the possible values in the field selected in “A” “Small (1-4)” to the custom Disaggregation Values. Multiple field values may be mapped to each custom Disaggregation Value by using commas to separate the field values.
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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.
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The header, body text, and button labels in the popup are controlled by custom labels. Reach out to your System Administrator to know more. |
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 “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. |
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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.
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Choose where to update Results: If you update Results from the Manage Indicators Table all the Project Indicators across Geographic Areas and Reporting Periods will be updated. However, if you initiate the update from the Add Results Page, only the Project Indicators for the selected Geographic Areas and Reporting Periods will be updated. |
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.
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The header, body text, and button labels in the popup are controlled by custom labels. Reach out to your System Administrator to know more. |
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. 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 “Last Aggregation Date” will also be updated.
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Time to wait: We recommend that users don’t 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
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The header, body text, and button labels in the popup are controlled by custom labels. Reach out to your System Administrator to know more. |
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.
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 via the Maange Manage 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 to see the most accurate results. The “Last Aggregation Date” field will also be updated.
<<add screenshot>>the Add Results page to see the most accurate results. The “Last Aggregation Date” field will also be updated.
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.
Click on the dropdown next to the indicator and click edit.
On the Customize Project Indicator popup, scroll to the bottom and uncheck the Active checkbox field.
Click Save.
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Once the Active checkbox is false, when a user clicks on the Refresh icon to aggregate data, the aggregation will not run on click of Confirm in the popup.
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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.
popups have a slightly different interface.
To edit an Aggregated Indicator from the Visualforce page, user can click on the “wrench” icon next to the corresponding indicator
To update results for a single Aggregated Indicator from the Visualforce page, users can click on the wrench refresh icon 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 page.
On the pop-up select “Aggregated” to update results for only Aggregated Indicators
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 AggregationSimilar to LWC the user can stop aggregating data on an Indicator by doing the following steps.
Click the Wrench icon to open the Aggregation Criteria popup.
Scroll to the bottom and uncheck the Active checkbox field.
Click Save.
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