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Aggregated Indicators enable organizations to aggregate indicator results from individual-level data stored on a Salesforce object. For example, an organization might be collecting individual participant-level data on the Contact object and might need to report on the number of people who participated in a specific program.
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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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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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This button will
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only be visible if there
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is at least one Aggregated or Calculated Project Indicator.
A popup will display to confirm the batch. Click “Confirm” to run the batch.
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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”. This option will only be available if there is at least one Aggregated Project Indicator.
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.
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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 the Aggregated 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 Time to wait: We recommend that you don’t update results or submit results via the Manage Indicator Indicators page while the batch is running. You can navigate away from the ManageIndicators page until the batch is runningcompleted. |
The user is You will be notified via email when the batch is complete and the results are updated.
A success message is displayed once the batch is updated. The buttons will display again and users you can refresh the Add Results page to see the most accurate results. The “Last Aggregation Date” field will also be updated.
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Deactivate Aggregation
If data is no longer being collected for an Aggregated Indicator or the aggregation no longer needs to be calculated, the user can an organization no longer collects data or reports on a specific Aggregated Indicator, you have the option to deactivate the Aggregation.
Click on the dropdown next to the indicator Aggregated Project Indicator and click edit“Edit”.
On the Customize Project Indicator popup, scroll to the bottom and uncheck the Active “Active” checkbox field. Click Save“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 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 edit an Aggregated Indicator from the Visualforce page, user you can click on the “wrench” icon next to the corresponding indicator.
To update results for a single Aggregated Indicator from the Visualforce page, users you can click on the refresh icon next to the corresponding 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
Similar 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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