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Overview of Performance Graphs
Overview: The Performance Graphs Visualforce page allows users to visualize the Targets and Results that have been entered for Project Indicator records over time. The page allows users to select up to nine numerical indicators to visualize data.
Select indicators to visualize data
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Visualize Targets & Results for Selected Indicators
On the Performance Graphs tab, click the “Selected” dropdown list. In the Selected picklist, all Project Indicators with a Data Type of Number, Currency, Percent, or
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Numerator/Denominator are displayed in alphabetical order.
ⓘ Admin Note:
Project Indicators with a Data Type = Percent are displayed on the Performance Graphs page if the Project Indicator (1) has no level of disaggregation and corresponds to only one Geographic Area OR (2) is Cross-Disaggregated by sex and corresponds to only one Geographic Area.
If the above criteria are not met, then the Percent project indicator will not appear in the dropdown of project indicators to choose from on the Performance Graphs page.
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Check the checkbox next to a Project Indicator to display a chart for that indicator’s data. A maximum of nine charts can be displayed. When the page loads, the first nine records are checked by default. Selections are applied when the Apply Selection button is clicked.
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If a selected Project Indicator has no Result values, the chart will not display.
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Each graph on the Performance Graphs page displays values from the Total_Target__c and Total_Result__c fields on the Results object. |
In each chart, The y-axis displays the Target Value field in one series and the Result Value in another series. If there are multiple Result records for the same Reporting Period (i.e. in the case of an indicator with multiple disaggregation values), the Target Values and Result Values are summed up across all the records.
In each chart, the x-axis displays the Target Reporting Period Name from Project Indicator Reporting Period records related to the Project Indicator’s Result records. The x-axis is sorted by:
Reporting Period End Date in ascending order
Where Reporting Periods have the same End Date, then subsequently sorted by Reporting Period Start Date in descending order
In each chart’s legend, the Target and Result labels can be clicked to show and hide the Targets and Results series values.
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If a project consists of only one Project Indicator which is of percent data type and is relatedto a disaggregation group, then the following error message will be displayed on the Performance Graphs page (see screenshot below). |
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Why isn't my Indicator displaying on the Performance Graphs page? First confirm that your Project Indicator has a Data Type of Number, Currency, Percent, or Numerator/Denominator. Milestone, Qualitative, and Picklist are not displayed on the Performance Graphs page. Note that Number, Currency, Percent, and Numerator/Denominator Project Indicators only display if the Project Indicator has "Calculate Total?" set to "Sum Total". The Performance Graph only shows up to nine Project Indicators at one time. If you have more than nine Project Indicators assigned to your Project, use the dropdown on the Performance Graphs page to deselect other Project Indicators and select your Project Indicator to display. |
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Why is my Percent Project Indicator is not displaying? Project Indicators with a Data Type = Percent are displayed on the Performance Graphs page if the Project Indicator:
If the above criteria are not met, then the Percent project indicator will not appear in the dropdown of project indicators to choose from on the Performance Graphs page. |
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Why isn't a Performance Graph displaying for a Currency/ Number/Percent or Numerator/Denominator Indicator that has a different Target Frequency than Results Frequency? Number, Currency, Percent, and Numerator/Denominator Project Indicators only display if the Project Indicator has "Calculate Total?" set to "Sum Total". Please confirm that the Reporting Periods at which the Project Indicator is reporting has the Reporting Period Start Date filled in. |
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“Don’t Sum Total” Indicators not displaying If Calculate_Total__c = Don’t Sum Total, and the Project Indicator has any level of disaggregation (i.e. has a related Disaggregation Group, is Cross-Disaggregated by Sex, or is related to multiple Project Geographic Areas), then that Project Indicator will not appear on the Performance Graphs page. This is due to the fact that each bar in the graphs is populated based on the total target and result value(s) in the Total_Target__c and Total_Result__c fields respectively. For this reason, when a User chooses to hide the total value for a particular Project Indicator by setting the field Calculate_Total__c = Don’t Sum Total, the fields Total_Target__c and Total_Result__c fields will be = NULL. |
Numerator/Denominator Indicators are supported on the Performance Graphs from Nashira (1.38) release and onwards.
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Visualize Targets and Results with Different Reporting Frequencies
If the Target reporting frequency for a particular Project Indicator is different than the Results reporting frequency (ie, Target_Frequency__c does not equal Reporting_Frequency__c), then the graph for that Project Indicator on the Performance Graphs page will display with the Reporting Period(s) that correspond to the Target Reporting Frequency.
The Results bar will display a summed value for all Results (if the project indicator is non-cumulative) or it will display the last reported Result (if the project indicator is cumulative).
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Download or Print Performance Graphs
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System Admin Note: With the Salesforce Release of Summer 2024, Performance Graphs will no longer be downloadable through Amp Impact out of the box. To continue accessing this functionality, users will need to integrate with a third-party tool such as Highcharts (https://export.highcharts.com). Please note that while Highcharts was bundled with Amp Impact in previous versions, starting with the Nashira (v1.38) release, it has been removed from the package. Users are now required to configure access to Highcharts or a comparable tool separately to enable the download functionality for Performance Graphs. |
To download a Performance Graph, click the icon in the top-right corner of
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the chart and select the file format (PNG, JPEG, PDF, or SVG) that you would like to download the chart in.
To print a Performance Graph, click the icon in the top-right corner of the chart and select “Print chart.”
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