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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 |
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Aggregated Project Indicator | An indicator that aggregates pre-existing, individual-level data stored in a custom object. Users can aggregate results for a project indicator by performing the following operations on the individual-level data: sum, average, count, maximum, or minimum. |
Aggregation Criteria | The rules set by the user that determine how an Aggregated Project Indicator aggregates data from the Source Object, including the operators, custom filters to apply to Source Object records, and fields to determine how the Source Object records are aggregated according to Geographic Area, Reporting Period, Disaggregation Value, or Cross-Disaggregation by Sex. |
Batch | Users can run batches to process a bulk amount of data. “Batch is used to run large jobs (think |
De-Duplication | When aggregating, the Source Object may contain multiple records with the same value in a certain field (e.g., multiple Attendance records looking up to the same Contact record). Users can select to either aggregate all records (irrespective of that field value) or aggregate only one record per unique field value. |
Immediate Parent Record | The parent of a Source Object record, as determined by a lookup or master-detail field on the Source Object. The fields of this object can be used to determine how to aggregate according to Geographic Area, Disaggregation Value, or Cross-Disaggregation by Sex. |
Source Object | An object containing individual-level records with data that can be aggregated into a project indicator. |
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Create Aggregated Project Indicators
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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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Filtering by Record Type: Results can be aggregated by filtering records based on the record type labels configured on the source object. For example, if the Application/Grant (ampi__Project__c) record is configured with two record types with labels “Grant” and “Application”, then the user can select the “Record Type Name” field in the filter criteria drop down and type the value “Grant” in the input field. Depending on the disaggregation levels of the Project Indicator (i.e. disaggregation by group and/or cross-disaggregation by sex), additional criteria may be required. See below for the variations that may display depending on disaggregation level. |
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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 the Aggregated and Calculated Indicators to display that they are being updated.
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Time to wait: We recommend that you don’t update results or submit results via the Manage Indicators page while the batch is running. You can navigate away from the ManageIndicators page until the batch is completed. |
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