Disaggregation Groups & Disaggregation Values: Slice and Dice Indicators
This page covers:
Disaggregation Groups Overview
Organizations may choose to disaggregate their indicators using disaggregation groups. Disaggregation groups allow users to define common ways that Indicators can be broken down into relevant smaller sets for more granular management and reporting. For example, you can create a Disaggregation Group called Age Group and then break down targets and results for specified indicators into different age brackets. Disaggregation Group records serve as an umbrella, parent record to a group of Disaggregation Values. In the “Age” Disaggregation Group example, Age would be the parent to Disaggregation Value records 0-25, 26-50, and 51+.
Create Disaggregation Groups with Disaggregation Values
To create a Disaggregation Group, go to the Disaggregation Groups tab and click New.
Enter the Name of the Disaggregation Group.
Values for the Name fields cannot include semicolons (;) to preserve the functionality of search filters for the ampi__Disaggregation_Group__c field.
2. Enter the translated value(s) for the Disaggregation Group name in the appropriate field.
a. Ensure that the translated value corresponds to the Language code defined by the System
Admin. For example, if the System Admin has set up the Custom Label
USER_LANGUAGE_CODE such that Language 1 is ‘Spanish’, enter the Disaggregation
Group in Spanish for ampi__Name_Language_1__c.
3. If up to three supported languages are enabled and set up by the System Admin, populate the
following fields in the languages defined as Language 1, Language 2, and Language 3:
a. ampi__Name_Language_1__c
b. ampi__Name_Language_2__c
c. ampi__Name_Language_3__c
4. Click Save.
5. Next, you need to enter the Disaggregation Values. To create them, click New Disaggregation Value
in the related list on the Disaggregation Group.
6. Enter the name of the Disaggregation Value, and which order it should display on the data entry
pages (Set Targets and Add Results).
7. For example, if a user is creating disaggregation values for the Age disaggregation group:
Disaggregation Value | Order |
|---|---|
Under 5 years old | 1 |
6-15 years | 2 |
16+ years | 3 |
a. Ensure that the translated value corresponds to the Language code defined by the System
Admin.
8. If up to three supported languages are enabled and set up by the System Admin, populate the
following fields in the languages defined as Language 1, Language 2, and Language 3:
a. ampi__Name_Language_1__c
b. ampi__Name_Language_2__c
c. ampi__Name_Language_3__c
When creating a new Disaggregation Group for an aggregated Project Indicator (where
Type_of_Results__c = Aggregated), always create one Other / Unknown Disaggregation Value to
account for records that may be missing that data. While mapping the possible field values to the
custom Disaggregation Values, leave the mapping for only this Other/Unknown field blank. Any
additional blank mapping will cause the Project Indicator to aggregate incorrectly.
9. Finally, click Save and New to create additional Disaggregation Values. You may add any number of
Disaggregation Values as children to a single Disaggregation Group.
Assign Disaggregation Groups to Projects
Any number of Disaggregation Groups may be created and used within a single Project.
Note that an Indicator or Project Indicator can be disaggregated by one custom Disaggregation
Group only.This allows an Indicator or Project Indicator to be disaggregated by 2 groups: (a)
Cross-disaggregation by Sex (horizontal data entry) + 1 custom disaggregation group (vertical data
entry).Sex disaggregation is available out of the box with Amp Impact. Custom disaggregation groups
enable flexibility to be defined by the user.If multi-language functionality is set up, the translated value for the Disaggregation Group lookup
dynamically displays the translated Name (ampi__Name_Translated__c) according to the User’s
language setting.Disaggregation by Sex is captured outside of the Disaggregation Group setup.