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Aggregated Indicators in Amp Impact
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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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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Aggregated Indicators are only available as a LWC from Kalausi (v1.34) or later. If your organization is using the Visualforce ManageIndicators page, the interface will be slightly different. The logic for setting up Aggregated Indicators are is still the same. Reach out to your System Administrator if you have questions about creating Aggregated Indicators. |
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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:
Navigate to the “Manage Indicators” page and click on the “Add New Custom Indicator” button.
Fill out the fields in the popup and select “Aggregated” for the “Type of Results” field.
Remember that the “Data Type” can only be quantitative Number, Percent or Currency when setting up Aggregated Indicators.
Click on “Save and Next”.
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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.
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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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Select the field that sex is based on. This field may sit on an immediate parent record. Users can only select fields with field type as “text”.
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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If the Project Indicator is disaggregated by a Disaggregation Group:
Select the field that the disaggregation is based on. This field may sit on an immediate parent record. Users can only select fields with field type as “text”.
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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To edit the aggregation criteria through the Manage Indicators page, click on the drop-down next to the Indicator and click on “Edit”.
Make the necessary updates to the Aggregated Indicator by clicking on “Save and Edit Aggregation”.
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Once the Aggregated Indicators are set up, users can choose to run the query and update the indicator results. This can be done for a single Aggregated Indicator, or multiple Aggregated Indicators at once.
Before you start updating results, check the following:
The relevant system permissions must be assigned to the user attempting to run the query.
The relevant Aggregated Indicators must exist for the Project (i.e. they are assigned to the Project).
The appropriate aggregation criteria have been entered for every Aggregated Indicator.
There is source data that fits the defined aggregation criteria.
Update Results for a Single Aggregated Indicator
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. |
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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.
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Refresh the Add Results page
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Update Results for Multiple Aggregated Indicators
To update indicator results for multiple Aggregated Indicators, ensure the following:
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The relevant system permissions must be assigned to the user attempting to run the query.
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The relevant Aggregated Indicators must exist for the Project (i.e. they are assigned to the Project).
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The appropriate aggregation criteria have been entered for every Aggregated Indicator.
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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. |
Update Results for multiple Aggregated Indicators
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Note that this option will update results for all Calculated and Aggregated Indicators. If there are no Calculated Indicators in the project, then only the results of Aggregated Indicators will be updated. |
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. This button will only be visible if there 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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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
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. 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
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“Last Aggregation Date” will also be updated.
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Time to wait: We recommend that users don’t use the “Update Results” button for individual indicators on the Add Results while the results are being updatedupdate results or submit results via the AddResults page while the batch is running. Users can navigate away from the screen ManageIndicators page until the batch is completed. |
Update Results from the Add Results Page
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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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.
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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. |
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 you can refresh the Add Results page
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to see the most accurate results. The “Last Aggregation Date” field will also be updated.
Deactivate Aggregation
If 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 Aggregated Project 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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Create & Manage Aggregated Indicators
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The “Add New Custom Indicator” and “Aggregation Criteria” popups have a slightly different interface.
To update edit an Aggregated Indicator results from the Visualforce page, users you can click on the “Refresh” “wrench” icon from the Add Results page to update the next to the corresponding indicator.
To update results for a single indicator, or the “Refresh Indicators” button from the Manage Indicators table to update the results for all the Project 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 Aggregation.
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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Aggregated Indicator from the Visualforce page, 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
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