Aggregated Indicators in Amp Impact

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Related pages:

• Impact/Outcome Reporting: Customization Options

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.

Aggregated Indicators Terminology

Here are a couple of common terms we’ll use when setting up and managing Aggregated Indicators in Amp Impact:

Create Aggregated Project Indicators Lightning Web Component

Aggregated Project Indicators can be set up for any numeric Project Indicator. This feature enables organizations to perform the following functions when aggregating results from other Salesforce objects:

1. Sum

2. Average

3. Count

4. Maximum

5. Minimum

Here are the steps to create an Aggregated Indicator in Amp Impact:

1. Navigate to the “Manage Indicators” page and click on the “Add New Custom Indicator” button.

2. Fill out the fields in the popup and select “Aggregated” for the “Type of Results” field.
   Remember that the “Data Type” can only be Number, Percent or Currency when setting up Aggregated Indicators.

3. Click on “Save and Next”.

4. Open

   

   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.

   Open

   

5. To define the aggregation criteria, populate the following fields on the “Customize Aggregation Criteria” popup:

Create Project Indicators Cross-Disaggregated by Sex

If the Project Indicator is cross-disaggregated by sex:

1. 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”.

2. 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).

   1. 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.

   2. 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.

Create Project Indicator Disaggregated by Disaggregation Group

If the Project Indicator is disaggregated by a Disaggregation Group:

1. 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”.

2. 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.

3. After clicking “Save” on the Aggregated Indicator popup, a banner will display confirming the
   successful creation of the aggregated indicator. The new Project Indicator will appear in the
   ”Selected Indicators” table.

Manage Aggregated Indicators Lightning Web Component

Edit Existing Aggregated Indicators

1. To edit the aggregation criteria through the Manage Indicators page, click on the drop-down next to the Indicator and click on “Edit”.

    

2. Make the necessary updates to the Aggregated Indicator by clicking on “Save and Edit Aggregation”.

Update Aggregated Indicator Results

Once the Aggregated Indicators are set up, users can choose to run the query and update the indicator results. This can be done for a single Aggregated Indicator, or multiple Aggregated Indicators at once.

Update Results for a Single Aggregated Indicator

1. 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.

2. A popup will open with the date and time of any previously run aggregations displayed.

   1. If no aggregations have been run previously, then the date and time field will be blank.

   2. If any aggregations have been run previously, the date and time are displayed in the user’s locale.

3. While the result(s) are being updated, users cannot edit, delete or deactivate the aggregated Project Indicator. The following buttons are greyed out on the Manage Indicator page:

   1. The dropdown menu button next to the calculated indicator

   2. “Update Results” button

   3. It is also recommended to refrain from using the “Update Results” or “Submit Results” button on the Add Results while the results are being updated.

4. The results will populate on the Add Results page only if all of the data required has been entered:

   1. Aggregation criteria have been correctly set up.

   2. Records for the Source Object exist.

5. Refresh the Add Results page to see the most accurate results. The “Last Aggregation Date” field will also be updated.

Update Results for multiple Aggregated Indicators

There are two ways to initiate a batch update for all Aggregated and Calculated Project Indicators: From the Manage Indicators table and from the Add Results page.

Update Results from the Manage Indicators Table

1. 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. This button will only be visible if there is at least one Aggregated or Calculated Project Indicator.

3. A popup will display to confirm the batch. Click “Confirm” to run the batch.

5. On confirmation, the batch runs for all Calculated and Aggregated Indicators in the project.

6. While the batch is processing, users cannot edit or delete the Calculated and Aggregated Project Indicators. The following buttons are greyed out:

   • The dropdown menu buttons next to all Calculated and Aggregated Indicators;

   • “Update Results” button on the Manage Indicator page.

7. The user is notified via email when the batch is complete and the results are updated.

8. When the batch is complete, the buttons will display again. Results for the corresponding Calculated and Aggregated Project Indicators will be populated on the Add Results page. Refresh the Add Results page to see the most accurate results. The “Last Aggregation Date” will also be updated.

Update Results from the Add Results Page

1. Navigate to the Add Results page and click on the drop-down on the right.

2. In the dropdown, select the option to “Update Results”. This option will only be available if there is at least one Aggregated Project Indicator.

3. 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.

5. 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.

6. A clock icon will be displayed next to the Aggregated and Calculated Indicators to display that they are being updated.

7. You will be notified via email when the batch is complete and the results are updated.

8. A success message is displayed once the batch is updated. The buttons will display again and you can refresh the Add Results page to see the most accurate results. The “Last Aggregation Date” field will also be updated.

Deactivate Aggregation

If an organization no longer collects data or reports on a specific Aggregated Indicator, you have the option to deactivate the Aggregation.

1. Click on the dropdown next to the Aggregated Project Indicator and click “Edit”.

2. On the Customize Project Indicator popup, scroll to the bottom and uncheck the “Active” checkbox field. Click “Save”.

Create & Manage Aggregated Indicators Visualforce page

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:

1. The “Add New Custom Indicator” and “Aggregation Criteria” popups have a slightly different interface.

    

2. To edit an Aggregated Indicator from the Visualforce page, you can click on the “wrench” icon next to the corresponding indicator.

3. To update results for a single Aggregated Indicator from the Visualforce page, you can click on the refresh icon next to the corresponding indicator.

4. Users can also update results for all Aggregated and Calculated Indicators using the “Refresh Indicators” button from the Manage Indicators page.

5. On the pop-up select “Aggregated” to update results for only Aggregated Indicators