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Here are a couple of common terms we’ll use when setting up and managing Aggregated Calculated Indicators in Amp Impact:
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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 |
Create Calculated Project Indicators
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Calculated 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 Calculated Indicators is still the same. Reach out to your System Administrator if you have questions about creating Aggregated Indicators. |
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System Admin Note: If you want to use Calculated Indicators functionality in Lightning Web Component make sure ‘Lightning Web Security for Lightning web components and Aura Components’ is enabled in ‘Session settings’. |
Calculated Project Indicators can be set up for any numeric Project Indicator. This feature enables organizations to perform the following functions:
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Here are the steps to create Project Indicators.
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When creating source Project Indicators ensure that they:
have the same reporting frequency,
have the same geographic level, and
have the same level of disaggregation as the intended Calculated Indicator.
Create a Calculated Project Indicator
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Navigate to the Manage Indicators page and click on the “Add New Custom Indicator” button.
For the “Data Type” field select from Number, Currency, or Percent. For Fill out the fields in the popup and select “Calculated” for the “Type of Results” field select Calculated. Fill out other required information to create a new Project Indicator.
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Remember that the “Data Type” can only be Number, Percent or Currency when setting up Calculated Indicators.
On clicking “Save and Next”, the Calculation Formula popup will appear where you can create the formula used to calculate results for this Project Indicator.
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The user is notified via email when the batch is complete and results are updated.
A success message is displayed once the batch is updated. The buttons will display again and users can refresh the Add Results page to see the most accurate results. The last calculation date field will also be updated.
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Time to wait: We recommend that users don’t edit or update results for Calculated and Aggregated Indicators indicators via ManageIndicators while the results are being updated. Users can navigate away from the AddResults screen until the batch is completed. |
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Create & Manage Calculated Indicators
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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:
The “Add New Custom Indicator” and “Aggregation Criteria” Formula popups have a slightly different interface.
To edit a Calculated Indicator from the Visualforce page, users can click on the “wrench icon” next to the corresponding indicator.
To update results for a single Calculated Indicator from the Visualforce page, users can click on the “refresh icon” next to the corresponding indicator.
Users can also update results for all Calculated and Aggregated Indicators using the “Refresh Indicators” button from the Manage Indicators page.
On the pop-up select “Calculated” to update results for only Calculated Indicators
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