Add Results: Customization Options

This page covers:

Add Results Components

The Add Results feature comes with two customization options that organizations can choose from: Lightning Web Component or Visualforce Page.

• Visualforce: is a page-centric web application model. A markup language like HTML is used for designing the layout of pages.

• Lightning Web Component (LWC): a new app-centric model that provides business and datalogics to develop dynamic web applications meant for desktop and mobile devices. Because they’re built on code that runs natively in browsers, LWC are lightweight and deliver exceptional performance.

Organizations on earlier releases of Amp Impact might be using Visualforce pages to create and manage indicators. With Amp Impact’s Indus (Winter 2022) release, the Add Results page was rebuilt as a Lightning Web Component (called addResults).

Add Results: Lightning Web Component Lightning Web Component

Design attributes control the display of various buttons/components on the Add Results page.

1. Navigate to Add Results and click on the gear icon → Edit Page

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2. This will take you to the Lightning App Builder. Clicking on the Add Results component will show the list of design attributes on the right side of the page.

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The following design attributes are available. Check/Uncheck them based on the table below:

Information Icon Pop-Up Fields

Each Project Indicator has an information icon in the Project Indicator column. Hovering over the icon displays a pop-up with additional information stored on the Project Indicator record. By default, “Objectives”, “Guidelines”, “Disaggregation Group”, “Cross-Disaggregated by Sex”, and “ Calculation Factor” are shown are shown. The information icon pop-up is controlled through the “ampi__ADD_RESULTS_INFO_POPOVER” fieldset and this is where the desired pop-up fields can be defined.

Project Indicator Order

By default, all of the Project Indicators on the Add Results table are listed in alphabetical order of their  “Indicator Definition” field.

• To specify a different order in which the Project Indicators will display, use the field “STAR Project Indicator Order” on Project. This is a picklist field with values based on the fields that are available on the Project Indicator object. Choose a value in this field to display Project Indicators in alphabetically ascending order according to the selected field. This field will alter the order of the Project Indicators both on the Set Targets

  and the Add Results component.

• For example, if the Project Indicators on Add Results need to be displayed as per the ascending order of related Objectives that they are related to, select Objective in the “STAR Project Indicator Order” picklist on the Project record. 

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• In order to use the “ampi__STAR_Project_Indicator_Order__c” field, it should be added to the relevant page layout on the Project object. 

• Additionally, the Project Indicators on the Add Results table can be sorted by clicking on the Project Indicator column header. They can be shifted from ascending (a-z) to descending (z-a) and vice versa by clicking on the Project Indicator column header. 

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Result Frequency and Geographic Area Dropdown Displays

The list of available Project Indicators that are available for entering Result data is determined by the “Result Frequency” and “Geographic Area” selections. This is defined on the Project Indicator level.

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• All Project Indicators which have a related Project Indicator Reporting Period record child to a parent Reporting Period record with the same Result Frequency as selected in the Result Frequency dropdown, and a related Project Indicator Geographic Area record child to the selected Geographic Area will be displayed on the table. 

• The “Result Frequency” dropdown will display the values in the “Result Frequency” field of all active Reporting Periods which have a child Project Indicator Reporting Period record related to one of the current Project’s Project Indicators.

• The two fields that determine the frequency of Result data of a Project Indicator are the “Result Frequency” and “Reporting Frequency”  picklist fields. For more information on setting Frequency values refer to the Manage Indicators section. If an organization tracks a Project Indicator’s Results and Results at the same frequency (Annual), they can choose to set only the “Reporting Frequency” field to Annual. That is, if the “Result Frequency” field is left blank, the “Reporting Frequency” field will be referenced as the Result Frequency.

• Reporting Periods are primarily sorted and shown in ascending order by their “Reporting Period End Date” field.If multiple Reporting Periods with the same Reporting Period End Date value exist, they will then be sorted in descending order by their Reporting Period Start Date. By default, the Reporting Period displayed first in the dropdown will be the first one recorded according to “End Date”.

• The Project can have a different default Results Reporting Period. On the "Reporting Period" dropdown, this Reporting Period will be displayed first. To select a different default Result Reporting Period, you must:

  1. Ensure that the “Default Results RP Id” field is displayed on the Page Layout. 

  2. Navigate to the Reporting Period to display by default and copy the 18-digit Salesforce ID found in the URL of the record. 

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  3. Navigate to the Details page of the Project and paste the 18-digit ID into “Default Results RP Id” field.  

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• The “Geographic Area” dropdown displays the values in the “Name” field of all active Geographic Areas that have a corresponding child Project Indicator Geographic Area record related to the current Project’s Project Indicators. 

• It also displays parent Geographic Areas that have a child Project Indicator Geographic Area record related to the current Project’s Project Indicators. 

• Geographic Areas are displayed in alphabetically ascending order.If a Geographic Area has a parent Geographic Area, it is grouped and sorted alphabetically under its parent Geographic Area with other Geographic Areas at the same hierarchical level. 

• If parent Geographic Areas displayed in the dropdown do not have a corresponding Project Indicator, they are grayed out to indicate that they cannot be selected. 

• Add Results LWC is supported in systems with less than 50,000 catalog Geographic Areas. 

Search Bar and Filter Customization

As the text is entered into the Quick Search Bar, the search functionality filters down to those Project Indicators whose Indicator Definition or the fields added to the filterset contain the searched phrase. The search also accepts special character inputs.

Click on the “Show More Filters“ button to filter Project indicators on the Add Results table on the basis of the following fields available out of the box:

• Indicator Definition

• Data Type

• Thematic Area

• Disaggregation Group

The Project Indicators will only be filtered according to the values entered when “Apply filters” button is clicked. When the “Clear Filters” button  is clicked, the filters are all cleared and the table reverts to display all Project Indicators. 

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Add Results Data Entry Guidelines Lightning Web Component

The Add Results component allows users to enter Results for a Project Indicator across multiple Reporting Periods on the same table. 

If no Results had been previously entered for a Project Indicator for that Geographic Area and Result Frequency, the Result data is saved into a new Result record.  If Results had previously been entered for a Project Indicator for that Geographic Area and Result Frequency, the Result data is updated in the existing Result record. The Result record is not deleted but the Result data is cleared if the values are removed from the Add Results table.

The following table references the fields where Result data is stored on the Result record:

For non-disaggregated Project Indicators, Result data is auto-saved for each input field after the user enters a value and clicks out from the data input cell. 

Disaggregated Result Data

The Add Results table also allows you to capture Results for Project Indicators that are Disaggregated by Sex, Age, Income, etc. The fields that control disaggregation of Result data on the Add Results table are:

• Results are Disaggregated?  

• Cross-Disaggregation by Sex

• Disaggregation Group 

• Disaggregation Type (as of Phoenix v1.45 release)

These fields are populated while creating or editing a Project Indicator. 

Disaggregated Project Indicators for different data types have different displays.

Comparing Results with Target/Baseline data on the addResults table:

With the ability to set Target Frequencies and Disaggregation levels differently from Result Reporting Frequencies (Refer to this section), the Add Results table displays accordingly: 

When Targets and Results have the same Frequency

If the Target Frequency is the same as the Reporting Frequency, and Targets and Results have the same level of Disaggregation, then the Add Results page includes a column that displays Targets to the left of the column that displays input fields where you enter Results. This allows for easy comparison between Targets and Results. 

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When Targets and Results have different Frequencies 

If the Target Frequency for a Project Indicator is different than the Reporting frequency (value in “Target Frequency” field is different from the value in “Reporting Frequency”  field), then the Targets for this Project Indicator will not display on the Add Results table. For such a case, the table will appear as follows:

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Quasar (v1.47) onwards you can compare your Results against Targets that are set at a lesser frequency. The Target column on the addResults table will now contain a small "pill" that displays the name of the Reporting Period that the target value is being derived from. You can learn more about this here.

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However, the user would have to set up Reporting Period Hierarchies in order to view Targets from varying frequencies on the addResults LWC table. Learn how to setup hierarchies here.

When Targets and Results have the same Frequency but different Disaggregation

If the Target Frequency is the same as the Reporting Frequency, but Targets and Results have different levels of Disaggregation, then the Targets for this Project Indicator will display on the Add Results table as follows:

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Disaggregated Indicator with same Frequency but Calculate Total set to Don’t Sum Total

For Quantitative Disaggregated Indicators where “Calculate Total” field is set to Don’t Sum Total,  the Targets/Baseline will be shown with the message ‘SUMMARY NOT AVAILABLE’. To see the individual disaggregated values, click on the pencil icon. It will open a pop-up where individual disaggregated values for both Targets/Baseline and Results will be displayed. 

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Result Record creation when Project Indicators are disaggregated by multiple custom groups Phoenix Release v1.45

As of the Phoenix Release (v1.45), users can disaggregate a Project Indicator using multiple custom Disaggregation Groups. The “Disaggregation Type” field determines how these groups are structured—either in a Nested or Stacked manner—and directly affects the number of result records created.

Result Record creation for Nested Disaggregation

In Nested disaggregation, each combination of values across all groups results in a unique result record.

For Example a Project Indicator disaggregated by:

• Age Group: 2 values (18–30, 31–55)

• Locality: 3 values (Rural, Urban, Metro)

• Household Income: 4 values (Up to 50K, 51K–70K, 70–100K, 100K+)

Total Result Values = 2 × 3 × 4 = 24

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Total Result Values = # of values in Group 1 × # of values in Group 2 × # of values in Group 3

Result Record creation for Stacked Disaggregation

In Stacked disaggregation, values across all groups are stacked vertically, and each disaggregation value contributes one result record.

For Example a Project Indicator disaggregated by:

• Age Group: 2 values (18–30, 31–55)

• Locality: 3 values (Rural, Urban, Metro)

• Household Income: 4 values (Up to 50K, 51K–70K, 70–100K, 100K+)

Total Result Values = 2 + 3 + 4 = 9

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Total Result Values = # of values in Group 1 + # of values in Group 2 + # of values in Group 3

Entering Result Values for a Project Indicator Lightning Web Component

Results can be captured for Project Indicators in a variety of qualitative and quantitative data formats. By default, the first column displays the value saved in the Indicator Definition field. The format of these input fields varies based on the Project Indicator’s Data Type and Result Type. 

For Quantitative Indicators, where Calculate Total is set to Don’t Sum Total phoenix v1.45

Results for each disaggregated value are displayed. Total values are not displayed in an additional row or column. The following table displays how the disaggregated pop-up looks when the Project Indicator is disaggregated.

Disaggregation Type	How the disaggregated values are displayed in the popup

Disaggregation Type	How the disaggregated values are displayed in the popup
Cross-Disaggregated by sex	User can enter the results for Male, Female and Unknown values. Total for Male, Female, Unknown values is not displayed for Number, Currency Data Types. Open For Percent and Numerator/Denominator data types an additional Summary Value (across Male, Female and Unknown values ) can be entered by the user. Open
Disaggregated by a custom group	Total /Summary Values are not displayed for Number, Currency, Percent and Numerator/Denominator data types. Open
Disaggregated by a custom group and sex	Total values (both row and column totals) are not displayed for Number and Currency Data Types. Open For Percent and Numerator/Denominator data types, user can input an additional Summary Value for each disaggregated value (across Male, Female and Unknown values). Open
Disaggregated by multiple group in a nested manner	Total columns are not shown between the Disaggregation Groups for Number, Currency, Percent and Numerator/Denominator data types. Open
Disaggregated by multiple groups in a stacked manner	Total of all Disaggregation Values for a Disaggregation Group are not displayed on the Disaggregation Group header for Number, Currency, Percent and Numerator/Denominator data types. If targets are not disaggregated, the target value will not be displayed inside the popup. Open
Disaggregated by multiple groups in a nested manner and cross disaggregated by sex	User can enter Male, Female and Unknown targets for each Disaggregation Value in a nested manner. Totals (both row and column totals) are not displayed for all data types. For Percent and Numerator/Denominator data type, user can input an additional Summary Value for each disaggregated value (across Male, Female and Unknown values). Open
Disaggregated by multiple groups in a stacked manner and cross disaggregated by sex	User can enter Male, Female and Unknown targets for each Disaggregation Value in a stacked manner. Total of all custom disaggregation values for Male, Female and Unknown values are not displayed on the Disaggregation Group headers for all data types. Open   For Percent and Numerator/Denominator data type, user can input an additional Summary Value for each disaggregated value (across Male, Female and Unknown values). Open

Click here to see the display for previous releases

Disaggregation Type	How the disaggregated values are displayed in the popup
Cross-Disaggregated by Sex	Open
Disaggregated by Group	Open
Cross-Disaggregated by Sex and Disaggregated by Group	Open

Once Disaggregated values are entered, a pencil icon will be displayed on the Add Results table. “SUMMARY NOT AVAILABLE” is shown on the Target column. 

For Percent Indicators, where Calculate Total is set to Don’t Sum Total Mira V1.37 onwards

As of the Mira Release (v1.37), users can input a summary value for a Percent Indicator that is set to Don’t Sum Total . This is what the pop-up would like:

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For Numerator/Denominator Indicators, where Calculate Total is set to Don’t Sum Total Mira V1.37 onwards
Targets/Baseline for each disaggregated value are displayed. Total values are not displayed in an additional row or column. The following table displays how the disaggregated pop-up looks when the Project Indicator is disaggregated.

Disaggregation Type	How the disaggregated values are displayed in the popup
Cross-Disaggregated by Sex
Disaggregated by Group
Cross-Disaggregated by Sex and Disaggregated by Group

Once Disaggregated values are entered, a pencil icon will be displayed on the Add Results table. “SUMMARY NOT AVAILABLE” is shown on the Target column. 

For Quantitative Indicators, where Calculate Total is set to Sum Total 

a. Indicators of Number, Currency and Numerator/Denominator Data Type

Cross-Disaggregated by sex	User can enter the results for Male, Female and Unknown values. Total for Male, Female, Unknown values is displayed for Number and Currency Data Types. A hide total toggle when active hides the total value. Open For Numerator/Denominator data type, an auto calculated Summary Value is displayed as an additional column. The Summary Value is auto-calculated as a sum of numerators divided by the sum of denominators of  the individual male, female and unknown values. Stoplights will be displayed against the Summary Value, if targets are captured at the same level of disaggregation and frequency.
Disaggregated by a custom group	Total of all the disaggregation values is auto-calculated and displayed for Number Currency Data and Numerator/Denominator data types. When Hide Total toggle is active the total is hidden. For numerator denominator, the Total is auto-calculated using (Sum of all numerators/Sum of all denominators) * Calculation Factor for each disaggregated value. If the targets are not disaggregated, the target value is displayed on the header. Open
Disaggregated by a custom group and sex