Calculated Indicators in Amp Impact

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• 🔧 Impact/Outcome Reporting: Customization Options

Calculated Indicators in Amp Impact

Calculated Indicators enable organizations to perform mathematical calculations from two or more source Project Indicators. For example, an organization might need to track the percentage of a population that was vaccinated with the formula (Number of people vaccinated/Total population)* 100. In this example, they used the results from two other (source) Project Indicators to perform the calculation.

Create Calculated Project Indicators LIGHTNING WEB COMPONENT

Calculated Project Indicators can be set up for any numeric Project Indicator. This feature enables organizations to perform the following functions:

1. Add

2. Subtract

3. Multiply 

4. Divide

5. Custom formula using any of the operators above and numerical values

In the example below, the Calculated Project Indicator → Cost per solar lamp installation is created using a formula with source Project Indicators -> “Cost of solar lamp installations / Number of solar lamps”.

Since the Calculated Project Indicator requires two or more source Project Indicators to perform the calculation, the first step is to set up these indicators.

Create Source Project Indicators

Here are the steps to create Project Indicators.

Create a Calculated Project Indicator

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

2. For the “Data Type” field select from Number, Currency, or Percent. Select “Calculated” for the Type of Results field and fill out other required information to create a new Project Indicator.

   

3. On clicking “Save and Next”, the Calculation Formula popup will appear where user can create the formula used to calculate results for this Project Indicator.

Create the Calculation Formula

1. Once the Calculation Formula popup opens, the user can either create a formula immediately or select “Cancel”. Selecting “Cancel” will save the Project Indicator with no calculation formula, allowing the user to return and set the formula at a later time.

   

2. In the Calculation Formula popup, use the “Select Indicator” picklist to select the first source Project Indicator. Only active Project Indicators with the same geographic level, reporting frequency and disaggregation level are shown in the picklist.

   

3. Use the Select an Operation picklist to select the desired operation.

   

4. Continue navigating between the dropdown and select additional Project Indicators or operators as needed. Users can also enter numerical values from their keyboards to create more complex formulas as well.

5. An incomplete formula - for example, “Number of lamps +” will not be saved. If the user tries to save an incomplete formula, an error message will appear in response to the formula that is not mathematically possible. We recommend avoiding illogical formulas to ensure accurate results.

   

6. After clicking “Save and Exit” popup, a banner will display and confirm the successful creation of the calculated indicator. The new Project Indicator will appear in the “Selected Indicators” table on the Manage Indicators page. If a user clicks on the “X” in the right-hand corner of the popup, or selects “Cancel”, before saving then the popup will close and the indicator will save with no formula entered. 

Manage Calculated Indicators LIGHTNING WEB COMPONENT

Edit Existing Calculated Indicators

1. Click on the “Edit” option in the dropdown located next to the particular Project Indicator in the “Selected Indicators” table. 

2. In the popup, edit the field you want to, (example: Guideline)

3. In order to edit the Calculation Formula, click on “Save and Edit Calculation”

   

4. This will open the “Customize Calculation” popup where the source indicators or operators can be edited.
   <Confirm with PG Should we put a note about not editing calculation formula after result records have been generated to avoid data inconsistencies?>

5. Once a Project Indicator is deactivated, it cannot be used in the formula for a calculated Project Indicator. The calculation formula popup will not display the deactivated source Project Indicator when the user clicks into the search bar to create the formula. If the user types a deactivated Project Indicator in the search bar, the message “No matching records found” will display in the dropdown. 

<Add image>

Update Calculated Indicator Results

Once the Calculated Indicators are set up, users can choose to run the query and update the indicator results. This can be done in a couple of ways:

• For a single Calculated Indicator;

• For all Calculated and Aggregated Indicators on the Manage Indicators page;

• For all Calculated and Aggregated Indicators on the Add Results page;

• For Calculated Indicators dependent on other Calculated Indicator(s).

Calculate Results for a Single Calculated Indicator

1. Click on the “Update Results” option in the dropdown located next to the particular Project Indicator in the Selected Indicators table. Note that this option will only be shown if the Project Indicator is calculated or aggregated.

   

2. A popup will open displaying the date and time of any previously run calculation. It is displayed in the user’s locale. If no calculations have been run previously, then the date and time field will be blank. 

   

3. Click on “Update Result” to calculate the result(s) for the Project Indicator.

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

   • The dropdown menu button next to the calculated indicator

   • “Update Results” button

   • 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.

5. Once the results are updated:

   1. The buttons will display again

   2. The result(s) will be populated for the corresponding calculated Project Indicator on the Add Results page. Refresh the Add Results page to see the most accurate results. The last calculation date field will also be updated.

Calculate Results for All Calculated Indicators  

The previous section describes how to calculate results for a single calculated indicator in a project. Users can also calculate results for all calculated indicators in a project.

1. Click on the Update Results button to run a batch update for all calculated indicators, as shown in the screenshot below. 

   

2. A pop-up will display to confirm the batch. Click “Confirm” to run the batch

3. On confirmation, the batch runs for all aggregated and calculated indicators in the project.

4. 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 indicator(s)

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

     It is also recommended to refrain from using the “Update Results” button on the Add Results while the results are being updated. Users may navigate away from the screen until the batch completes.

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

6. When batch is complete, the:

   1. The buttons will display again and

   2. The results for the corresponding calculated and aggregated Project Indicator(s) will be populated on the Add Results page. Refresh the Add Results page to see the most accurate results. The last calculation date field will also be updated.

Similarly, results can also be calculated on the Add Results page:
<Add link to Add Results page>

Calculating Results for Calculated Indicators Dependent on other Calculated Indicator(s)

Calculated indicators that are run en masse do not update in any particular order. If a calculated indicator includes one or more calculated indicators in its formula, users will need to perform one of the two actions below:

• Option One: Run the batch en masse twice by clicking Refresh Indicators twice. After the second run of the batch, results will be displayed for all calculated indicators. 

• Option Two: Run the batch individually for each calculated indicator based on the hierarchy established by the formula. 

  • For example: if calculating “% of households with access to clean water” and the formula includes a calculated indicator “# of households” which adds rural and urban households, then be sure to first run the calculation for “# of households”, and then after the first batch, refresh the Add Results page and run the calculation for “% of households with access to clean water indicator”.

Create & Manage Calculated Indicators VISUALFORCE PAGE

View Results on the AddResults page

Explain that the batch has been run, users can navigate to the AddResults page to see results.

In the AddResults table, each Project Indicator has an Info icon. On hover, users may view information such as Guideline and Objective(s). By customizing the popover with additional fields, user may also view:

• Type_of_Results__c

• Last_Calculation_Date__c

• Calculation_Formula__c
  
  <add image>

Before running the calculation, navigate to the Add Results page to enter result values for the two source Project Indicators, if they have not been previously entered. 

1. Navigate back to the

Manage Indicators page to run the calculation. Click the Refresh icon and confirm. 8. Navigate back to the Add Results page to see the result.