Setting up formulas on Metrics: Impact Maker

This article helps Impact Cloud users to setup formulas on metric to compute results from stakeholder or beneficiary data.

Pre-requisites

  1. Understanding of Impact Maker application including creating projects, tables and importing data in the created tables.
  2. Basic familiarity with excel sheets.

Step-by-Step guide to setting up formulas on metrics in Impact Maker

  1. When you log in to Impact cloud, this is the first screen you would see
Home_screen

2. This article assumes that you have already created your project and have imported beneficiary or stakeholder data on one of the tables in the project. If not you may want to go through the following documents/videos

Importing data in Tables

3. For the purposes of the tutorial, we have a project created called "Scholarship Program" and we have imported data for a fictitious scholarship program in one of the tables. Screenshots for both is shown below

Project_view

4. When you click on your project, "Scholarship Program" in this case, you will see the tables. We have already created a table and imported the stakeholder data on it

tables_in_projects

5. Next, when you click on Metrics (shown on the left menu in the above screenshot), all the indicators that you have assigned to the Project shows up. In our case, we have assigned an indicator "No of women who received scholarships"

To know more about creating Impact strategy and assigning indicators, please go through the following resources:

Creating Impact Strategy

Metric_indicator

6. Click on the "pencil icon", present on the left side of the indicator, it opens up the following popup. To setup formula on any metric or indicator, the type of the metric MUST be "Formula" as shown in the screenshot below

Formula_screenshot

7. Next, let us just say that we want to compute the "No of women who received scholarships" - the way to think of this computation or any computation is to break it down into different components. In this case,

  • We first need to know the total no of people in the data set
  • Next, we need to know of the total no of people how many received scholarships
  • Finally, from the people who received scholarships, how many are women

Note: Its is mandatory to have entry date field in your input excel sheet, our system relies on the date to compute results on the metric.

8. Lets first take the first component in the formula, calculating the total no of people in the data set

  • The first step is to choose the table from which we want to compute the results, in our case we have the results in the table "Scholarship-04092019-data"
Choosing_table

  • Next, lets select the operation we want to perform, in our case we want to count the total no of people in our data set. So, choose "count" - you may choose other operations that suits your specific requirement
choosing_operation

  • Next, let's choose the files from where to count the total number of people. We have the email filed populated and we will go with that. The trick here is to go with a field that has data for all the beneficiaries in your data set.
choosing the fields

We now have computed the first component in our formula. In the next steps we will add conditions to get to our final result.

9. The second component of our formula requires us to filter out, from the total computed in previous step, the ones that have received scholarships. Click on the "+" icon beside the condition option, you will be able to see the following screen

  • From our data set we need to choose a field that tells us if a beneficiary received scholarship or not, in our data set the filed happens to be "Scholarship Awarded" and this is a "Yes/No" field.
  • Next, we select the condition, which in our case should be "equal to"
  • Finally, we select the filed value "Yes" - which tells our system to filter out only the ones that received scholarship
  • Click on "Add Condition to Preview"
condition1_new

10. The third and final component of our formula requires us to filter out women from the above data set

  • We set up condition in a similar fashion as we did in step 9
  • We look for the field that has gender information, in our case it happens to be "Gender"
  • We use the "Equal to (=)" operator
  • And we choose the condition value "Female" - screenshot shown below
  • Last step, is to use "and" operator to join the two conditions and clicking on "Add Condition to Preview"
all_conditions

11. Finally save the formula.

12. Now, to see the results for different years, click on the "3 dots" that appears on the right side of every metric you would've assigned to a project. Thie is where we choose the year for which we need the metric to show data. In our case, we start with choosing 2018 and get the following result

Choosing the period

13. Similarly, for getting results for other periods we just choose the appropriate years and click on "ADD" - the following screen shows up with value for the period chosen

2019data

14. Clicking on "Back to View" on top of the screen takes us back to the Data view screen

data_view

Advanced formula options will be discussed in another tutorial. Until then,

Cheers!