Versions Compared

Old Version 17

changes.mady.by.user Harshula Jhala

Saved on

compared with

New Version Current

changes.mady.by.user Harshula Jhala

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. To download the Targets template for a specific Geographic Area, navigate to the “Targets” tab and click on the “Download Targets” button. Ensure that the table is refreshed to display the most accurate values.

Info

The downloaded Targets template will contain only the Project Indicators that are currently displayed on the Set Targets table. If the table is filtered (or search is active), then only the filtered Project Indicators displayed on the table will be downloaded. 

...

Info

If not no Targets have been added for the downloaded Project Indicators, the blue Target cells in the template will be empty. Similarly, Targets that have been entered in Amp Impact will be displayed in the template.

...

  1. If there is at least one Project Indicator linked to the Geographic Area, then selecting “Generate” will generate the Targets template.

  2. The generated Target Excel file will all be stored as ContentVersion files under the Files related list on the relevant Project Geographic Area. In the Libertas v1.35 release, the content version is not available on the related list on the relevant Project Geographic AreArea

    1. ContentVersion record’s Created Date is the time stamp of download. 

    2. ContentVersion record’s Owner field displays the name of the user who downloaded the file. 

    3. If a user downloads an Excel file multiple times for the same Geographic Area, these ContentVersion files are updated to reflect the last download date, and the owner of the ContentVersion record is updated to the user who last downloaded the Targets. 

    4. The user may access all of the versions that have been downloaded by selecting “View previous versions.”

    5. The updated ContentVerion file is posted on Chatter of the related Geographic Area record. 

  3. After the Excel template is generated, you’ll have the option to “View” or “Download” the generated Targets template.

    1. Select “View” to view the file in a separate tab before downloading it.

    2. Select “Download” to download the Excel file to your device.

  4. The downloaded Excel Targets template will have two tabs:

    1. Tab 1: Instructions: This tab will outline how to enter data in a compatible format to successfully upload the document onto the Set Targets page.

    2. Tab 2: [Geographic Area + Reporting Period]: This tab will reflect the Geographic Area and all associated Reporting Periods for which the Targets template is downloaded. Below the header on the second tab, you can find the date and time of the download and the name of the user who downloaded the file. 

Info

Modify the Columns in the Template: All Up till the Mira (v1.37) release, all columns in the template except Indicator, Disaggregation and Reporting Period columns are controlled by a the ampi__SET_TARGETS_INFO_POPOVER field set.

...

Info

If certain Reporting Periods have been submitted, the submitted Reporting Periods will appear in the template but will be locked for editing. The column name will be as follows: [Reporting Period Name] - (Submitted).

...

  1. The Target values can be added to the second tab of the downloaded Target template spreadsheet.
    Please ensure to refresh the page in case the formatting seems incorrect.


Info

The following elements are editable in the downloaded template:

Nashira (v1.38) release onwards Indicator attribute fields on the Targets Upload Download Excel Template are controlled by INDICATOR_FIELDS_SET_TARGETS_EXCEL_TEMPLATE field set.

If Numerator/Denominator type of indicators exist in the system, the following additional columns will be displayed as part of the downloaded template: 

  • Numerator Definition

  • Denominator Definition

  • Calculation Factor

The above columns will not be displayed if Numerator/Denominator type indicators do not exist in the project for that reporting period and geographic area combination.

...

Info

If certain Reporting Periods have been submitted, the submitted Reporting Periods will appear in the template but will be locked for editing. The column name will be as follows: [Reporting Period Name] - (Submitted).

...

  1. The Target values can be added to the second tab of the downloaded Target template spreadsheet.
    Please ensure to refresh the page in case the formatting seems incorrect.

Info

The following elements are editable in the downloaded template:

  1. The number of tabs;

  2. The values in the input cells which are indicated by the blue background;

  3. The text in the comments column per Project Indicator where Data_Type__c = Input.

The following elements are not editable in the downloaded template (and will cause errors when uploading if they are modified):

  1. The header text on the tab with the downloaded data;

  2. The names of the column headers in the downloaded tab;

  3. The name of the downloaded tab;

  4. The existence of one tab with the Reporting Frequency and Geographic Area as the label.

Warning

The Targets template has the following limitations as of the latest release: 

  • Currency codes are NOT seen for Currency Project Indicator Targets

  • Percentage sign is NOT seen for percentage Project Indicator Targets

  • HTML markdown characters are expected to be seen which includes formatting specific characters. (eg HTML markdown for new line, bold text etc.) for baseline values as of in all releases before the Libertas v1.35 release. For releases before that, HTML markdown characters will be seen for both target and baseline valuesAs of Libertas the display of HTML tags is controlled by a design attribute.

  • Images are not expected to be printed in excel

  • URLs are not expected to be hyperlinked in the excel cell

Info

How to modify the Targets Excel Template: System Administrators can customize the instructions for the downloaded template using Custom Labels and Translation Workbench.

The downloaded Results template spreadsheet's locale representation is determined by the settings of the Spreadsheet/Excel application installed on the user's system.

...

After entering the Target data into the downloaded Target template, you can now upload that template to the Project record in Amp Impact.

  1. Navigate to the Set Targets page on the Project record and click the “Upload Targets” button.

    Image Removed

  2. In the Upload Targets popup, click on “Attach File” and select the Targets template saved on the your device. Alternatively, drop the Targets template in the drop zone (indicated by the dotted box) inside the popup.

    Image Removed

    1. If the selected file is validated, a green checkmark will be displayed next to the attached file.

      Image Removed

    2. If the selected file is not validated, a red cross will be displayed next to the attached file, and an error message(s) will be displayed below the attached file.

      Image Removed
Warning

Ensure you are uploading an Excel file. On attaching an unsupported file type, you will face an error message, “Incorrect file type. Only files in .xlsx format can be uploaded”.

  1. After validating the template, click on the “Upload” button to upload the Targets to the Project.

  2. The system will upload the Targets and display the status of the Targets. The details could include:
    a. Number of successfully uploaded Target records

    b. Number of Target records not uploaded if there have been errors

...

To view the success entries in an Excel file, click on the “View Successes” button.

  1. The success log Excel file will all be stored as ContentVersion files under the Files related list on the relevant Geographic Area.

  2. With each generation of the success log, these ContentVersion files are updated to reflect the last upload date, and the owner of the content version record is updated to the user who last uploaded the Targets. ContentVersion records also allow users to access previous versions that have been uploaded by selecting “View previous versions”.

  3. The updated ContentVersion file is posted on Chatter of the related Project Geographic Area record.

To view the entries not uploaded in an Excel file, click on the “View Errors” button.

...

  • Preview of the downloaded targets template shows a 0/1 value for indicators that are cross disaggregated by sex.

    Status
    colourPurple
    title

...

  • LIbERTAS

  • Wrong target values will be displayed on the Total column if only one indicator exists that is disaggregated and of percent data type. Ensure that more than 1 indicator exists that is of percent data type and is disaggregated.

  • Numerator/Denominator indicators are included in the downloaded Targets template from Nashira (V1.38) and onwards.

Info

How to modify the Targets Excel Template: System Administrators can customize the instructions for the downloaded template using Custom Labels and Translation Workbench.

The downloaded Results template spreadsheet's locale representation is determined by the settings of the Spreadsheet/Excel application installed on the user's system.

...

Upload Target Data from an Excel Template
Status
colourPurple
titleLightning Web Component

After entering the Target data into the downloaded Target template, you can now upload that template to the Project record in Amp Impact.

  1. Navigate to the Set Targets page on the Project record. Click of the refresh button to ensure that latest targets are calculated and displayed.

  2. Click the “Upload Targets” button.

    Image Added

  3. In the Upload Targets popup, click on “Attach File” and select the Targets template saved on the your device. Alternatively, drop the Targets template in the drop zone (indicated by the dotted box) inside the popup.

    Image Added

    1. If the selected file is validated, a green checkmark will be displayed next to the attached file.

      Image Added

    2. If the selected file is not validated, a red cross will be displayed next to the attached file, and an error message(s) will be displayed below the attached file.

      Image Added
Warning

Ensure you are uploading an Excel file. On attaching an unsupported file type, you will face an error message, “Incorrect file type. Only files in .xlsx format can be uploaded”.

  1. After validating the template, click on the “Upload” button to upload the Targets to the Project.

  2. The system will upload the Targets and display the status of the Targets. The details could include:
    a. Number of successfully uploaded Target records

    b. Number of Target records not uploaded if there have been errors

...

  1. To view the success entries in an Excel file, click on the “View Successes” button.

    1. The success log Excel file will all be stored as ContentVersion files under the Files related list on the relevant Geographic Area.

    2. With each generation of the error success log, these ContentVersion files are updated to reflect the last upload date, and the owner of the content version record is updated to the user who last uploaded the Targets. ContentVersion records also allow users to access previous versions that have been uploaded by selecting “View previous versions”.

    3. The updated ContentVersion file is posted on Chatter of the related Project Geographic Area record.

    4. Refer to the errors listed in the Error log to correct them.

      Image Removed

  2. Once the Targets have been uploaded successfullyTo view the entries not uploaded in an Excel file, click on the “Close” “View Errors” button.

    1. The

    Set Targets page will automatically refresh and display the uploaded Targets.

Result Data
Status
colourPurple
titleLightning Web Component

Download Result Data to an Excel Template
Status
colourPurple
titleLightning Web Component

To download the template and populate or update the Result data, navigate to the Results table.

  1. Click on the “Download Results” button to download the Results template for a specific Reporting Period and Geographic Area.

    Image Removed
Info

The downloaded Results template will contain only the Project Indicators that are currently displayed on the Add Results table. If the table is filtered (or search is active), then only the filtered Project Indicators displayed on the table will be downloaded. 

  1. A popup window appears to confirm the Excel template download for the selected Reporting Period and Geographic Area.

    Image Removed
Warning

If there is no Project Indicator linked to a Geographic Area and Reporting Period, then clicking on “Generate” will prompt an error message.

...

If there is at least one Project Indicator linked to a Geographic Area and Reporting Period, then selecting “Generate” will generate the Excel Results template, and the user will get an option to “View” and “Download” the template.

...

  1. Select “View” to preview the file in a new tab.

  2. Image Removed

    Select “Download” to download the Excel template onto your device.

...

The generated Results Excel file will all be stored as ContentVersion files under the Files related list on the relevant Reporting Period. 

  1. ContentVersion record’s Created Date is the time stamp of download. 

  2. ContentVersion record’s Owner field displays the name of the user who downloaded the file. 

  3. If a user downloads an Excel file multiple times for the same Geographic Area and Reporting Period, these ContentVersion files are updated to reflect the last download date, and the owner of the ContentVersion record is updated to the user who last downloaded the Results. 

  4. The user may access all of the versions that have been downloaded by selecting “View previous versions.”

  5. The updated ContentVerion file is posted on Chatter of the related Reporting Period record. 

The downloaded Results template will have two tabs:

...

Tab 1: Instructions: This tab will outline how to enter data in a compatible format to successfully upload the document onto the AddResults page.

...

    1. error log Excel file will all be stored as ContentVersion files under the Files related list on the relevant Geographic Area.

    2. With each generation of the error log, these ContentVersion files are updated to reflect the last upload date, and the owner of the content version record is updated to the user who last uploaded the Targets. ContentVersion records also allow users to access previous versions.

    3. The updated ContentVersion file is posted on Chatter of the related Project Geographic Area record.

    4. Refer to the errors listed in the Error log to correct them.

      Image Added

  2. Once the Targets have been uploaded successfully, click on the “Close” button.

  3. The Set Targets page will automatically refresh and display the uploaded Targets.

...

Result Data
Status
colourPurple
titleLightning Web Component

Download Result Data to an Excel Template
Status
colourPurple
titleLightning Web Component

To download the template and populate or update the Result data, navigate to the Results table.

  1. Click on the “Download Results” button to download the Results template for a specific Reporting Period and Geographic Area.

    Image Added
Info

The downloaded Results template will contain only the Project Indicators that are currently displayed on the Add Results table. If the table is filtered (or search is active), then only the filtered Project Indicators displayed on the table will be downloaded. 

  1. A popup window appears to confirm the Excel template download for the selected Reporting Period and Geographic Area.

    Image Added
Warning

If there is no Project Indicator linked to a Geographic Area and Reporting Period, then clicking on “Generate” will prompt an error message.

  1. If there is at least one Project Indicator linked to a Geographic Area and Reporting Period, then selecting “Generate” will generate the Excel Results template, and the user will get an option to “View” and “Download” the template.

    Image Added

    1. Select “View” to preview the file in a new tab.

    2. Image Added

      Select “Download” to download the Excel template onto your device.

  2. The generated Results Excel file will all be stored as ContentVersion files under the Files related list on the relevant Reporting Period. 

    1. ContentVersion record’s Created Date is the time stamp of download. 

    2. ContentVersion record’s Owner field displays the name of the user who downloaded the file. 

Info

The following elements are editable in the downloaded template:

  1. The number of tabs;

  2. The values in the input cells which are indicated by the blue background;

  3. The text in the comments column per Project Indicator where Data_Type__c = Input (Comments may not be uploaded for Aggregated/Calculated Project Indicators on AddResults).

The following elements are not editable in the downloaded template (and will cause errors when uploading if they are modified):

  1. The header text on the tab with the downloaded data;

  2. The names of the column headers in the downloaded tab;

  3. The name of the downloaded tab;

  4. The existence of one tab with the Reporting Frequency and Geographic Area as the label.

...

The Results template has the following limitations as of the latest release: 

...

Currency codes are NOT seen for Currency Project Indicator Results

...

    1. If a user downloads an Excel file multiple times for the same Geographic Area and Reporting Period, these ContentVersion files are updated to reflect the last download date, and the owner of the ContentVersion record is updated to the user who last downloaded the Results. 

    2. The user may access all of the versions that have been downloaded by selecting “View previous versions.”

    3. The updated ContentVerion file is posted on Chatter of the related Reporting Period record. 

  2. The downloaded Results template will have two tabs:

    1. Tab 1: Instructions: This tab will outline how to enter data in a compatible format to successfully upload the document onto the AddResults page.

    2. Tab 2: [Geographic Area + Reporting Period]: This tab will reflect the Geographic Area and all associated Reporting Periods for which the Results template is downloaded. Below the header on the second tab, you can find the date and time of the download and the name of the user who downloaded the file. 

Info

The following elements are editable in the downloaded template:

  1. The number of tabs;

  2. The values in the input cells which are indicated by the blue background;

  3. The text in the comments column per Project Indicator where Data_Type__c = Input (Comments may not be uploaded for Aggregated/Calculated Project Indicators on AddResults).

The following elements are not editable in the downloaded template (and will cause errors when uploading if they are modified):

  1. The header text on the tab with the downloaded data;

  2. The names of the column headers in the downloaded tab;

  3. The name of the downloaded tab;

  4. The existence of one tab with the Reporting Frequency and Geographic Area as the label.

Info

Modify the Columns in the Template: Up till the Mira (v1.37) release, all columns in the template except Indicator, Disaggregation and Reporting Period columns are controlled by the ampi__ADD_RESULTS_INFO_POPOVER field set.

Nashira (v1.38) release onwards Indicator attribute fields on the Results Upload Download Excel Template are controlled by ampi__INDICATOR_FIELDS_ADD_RESULTS_EXCEL_TEMPLATE field set.

If Numerator/Denominator type of indicators exist in the system, the following additional columns will be displayed as part of the downloaded template: 

  • Numerator Definition

  • Denominator Definition

  • Calculation Factor

    Image Added

The above columns will not be displayed if Numerator/Denominator type indicators do not exist in the project for that reporting period and geographic area combination.

Warning

The Results template has the following limitations as of the latest release: 

  • Currency codes are NOT seen for Currency Project Indicator Results

  • Percentage sign is NOT seen for percentage Project Indicator Results

  • HTML markdown characters are expected to be seen which includes formatting specific characters. (eg HTML markdown for new line, bold text etc.) in all releases before the Libertas v1.35 release. As of Libertas the display of HTML tags is controlled by a design attribute.

  • Images are not expected to be printed in excel

  • URLs are not expected to be hyperlinked in the excel cell

  • Numerator/Denominator indicators are included in the downloaded Results template from Nashira (V1.38) and onwards.

Info

How to modify the Result Excel Template: System Administrators can customize the instructions for the downloaded template using Custom Labels and Translation Workbench.

The downloaded Results template spreadsheet's locale representation is determined by the settings of the Spreadsheet/Excel application installed on the user's system.

...

  1. Step 2: Select “Confirm” to download the Result data for the selected Geographic Area and Reporting Period.

  2. The downloaded Excel template with the selected Result data will be downloaded and displayed as follows:

    1. Tab 1: Instructions: This tab will outline how to enter data in a compatible format to successfully upload the document onto the Add Results page.

    2. Tab 2: [Geographic Area + Reporting Period]: This tab will reflect the Geographic Area and all associated Reporting Periods for which the Results template is downloaded. Below the header on the second tab, you can find the date and time of the download and the name of the user who downloaded the file. 

  3. The generated Results Excel file will all be stored as ContentVersion files under the Files related list on the relevant Reporting Period. 

    1. ContentVersion record’s Created Date is the time stamp of download. 

    2. ContentVersion record’s Owner field displays the name of the user who downloaded the file. 

    3. If a user downloads an Excel file multiple times for the same Geographic Area and Reporting Period, these ContentVersion files are updated to reflect the last download date, and the owner of the ContentVersion record is updated to the user who last downloaded the Results. 

    4. The user may access all of the versions that have been downloaded by selecting “View previous versions.”

    5. The updated ContentVerion ContentVersion file is posted on Chatter of the related Reporting Period record. 

...