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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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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.
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If the Data Type is Milestone, Qualitative or Picklist, you will receive an error message. |
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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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 “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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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. Reach out to your System Administrator to know more. |
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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.
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This button will
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only be visible if there
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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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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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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 theAggregated the Aggregated and Calculated Indicators to display that they are being updated.
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We recommend users to refrain from editing indicators and updating their Time to wait: We recommend that you don’t update results or submit results via the Manage Indicator Indicators page while the batch is running. You can navigate away from the ManageIndicators page until the batch is runningcompleted. |
The user is 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 users you can refresh the Add Results page to see the most accurate results. The “Last Aggregation Date” field will also be updated.
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Deactivate Aggregation
If data is no longer being collected for an Aggregated Indicator or the aggregation no longer needs to be calculated, the user can 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 indicator Aggregated Project Indicator and click edit“Edit”.
On the Customize Project Indicator popup, scroll to the bottom and uncheck the Active “Active” checkbox field. Click Save“Save”.
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Once the Active checkbox is false, when a user clicks on the Refresh icon to aggregate data, the aggregation will not run on click of Confirm in the popup.
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Create & Manage Aggregated Indicators
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The logic for creating Aggregated 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” popups have a slightly different interface.
To edit an Aggregated Indicator from the Visualforce page, user you can click on the “wrench” icon next to the corresponding indicator.
To update results for a single Aggregated Indicator from the Visualforce page, users 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
Stop Aggregating Data
Similar to LWC the user can stop aggregating data on an Indicator by doing the following steps.
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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