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Here are a couple of common terms we’ll use when setting up and managing Aggregated Indicators in Amp Impact:

Term

Description

Calculated Project Indicator

A project indicator for which results are calculated by using source project indicator(s) in a  mathematical formula. The operations available to create formulas are ‘+,’ ‘-,’ ‘*,’ and ‘/.’ Users may choose these operations from a dropdown picklist or may type them directly into the formula box. In addition to this, users may also type numbers or decimal points into the formula box. 

Dependent Calculated Project Indicator

A calculated project indicator that includes one or more calculated indicators in its formula. 

Source Project Indicator

A project indicator for which results are entered directly by the user on the AddResults page. This type of project indicator is used in the  formula/calculation for a calculated project indicator.

Batch

Users can run batches to process a bulk amount of data. “Batch is used to run large jobs (think
thousands or millions of records) that would exceed normal processing limits. Using Batch Apex, you can
process records asynchronously in batches or chunks (hence the name, "Batch") to stay within platform
limits.” (Source: Salesforce. Learn more here.)

Create Calculated Project Indicators
Status
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titleLightning Web Component

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Create & Manage Calculated Indicators
Status
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titleVisualforce Page

The logic for creating Aggregated Calculated Indicators from the Visualforce page is similar to the LWC described above. The only difference is the user interface for some of the steps:

  1. The “Add New Custom Indicator” and “Aggregation Criteria” Formula popups have a slightly different interface.

  2. To edit a Calculated Indicator from the Visualforce page, users can click on the “wrench icon” next to the corresponding indicator.

  3. To update results for a single Calculated Indicator from the Visualforce page, users can click on the “refresh icon” next to the corresponding indicator.

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

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

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