Link indicator to form (update based on form data)

Link indicator to a form or survey

Please note that the "link indicator to form" feature does not work for: 

  • Indicators that are disaggregated with parallel categorizations (only works for combined categorizations) 
  • Qualitative indicators (only works for quantitative indicators)
  • Indicators that have a "progress only" data entry setting
  1. What is the purpose of linking an indicator to a form?
  2. How to link an indicator to a form?
  3. How to update the indicator's value?
  4. How to Populate data from custom forms in indicators ?
  5. Example: Percentage (numerator/denominator)
  6. Example: Unicity field
  7. Example: Disaggregated indicator
  8. Various examples

What is the purpose of linking an indicator to a form

When an indicator is linked to a form, the indicator's value can be calculated (updated) based on data (records) in the form.

For instance, if the indicator is " % of participants that were satisfied with the training" and if this information is available in a "training evalaution form", then it may be useful to link the indicator to that form so LogAlto can calculate the indicator's value. 

Doing so will reduce the risk of calculation errors and facilitate the process.


How to link an indicator to a form

  • Open the indicator configuration panel
  • Check the "Link to custom form" checkbox
  • Select the form that contains the data that will be used for the indicator's calculation
  • Select a calculation method:
    • Sum: this will add up all the values from all the records in the form
    • Percentage: Use this option if you want to calculate a percentage concerning specific values in your form. (see the example in a section below)
    • Count:  this method will count how many records have been entered, regardless of the values
    • Average: this method will take all the records and make an average of the values
  • Select a unicity field: select a field that will ensure that some items are unique and are not counted twice.(see the example in a section below)
  • If the calculation method is Sum or Average: Select a Value field
  • If your indicator is disaggregated, you will see other fields appear allowing you how to map the form's fields to your indicator's categories.
  • Filter can also be added (so only the records corresponding to the filters will be used in the calculation)
  • Save the indicator form once the link is configured

If you want further information or would like assistance configuring a specific form, don’t hesitate to contact us at support@logalto.com and we can review your data together. 


How to update the indicator's value

Once you have configured your indicator, if you want to update the indicator's value:

  • Open the logframe
  • Click the “Data Entry” tab. 
  • When you click in the cell, you will see a calculator icon

  • When you click the calculator icon, a window will pop-up:

  • You can then choose whether you want to use all the data or only data entered before a specific date.
  • Finally, click "Calculate and apply"

If you want further information or would like assistance configuring a specific form, don’t hesitate to contact us at support@logalto.com and we can review your data together. 


How to populate forms and link them to indicators

Once you have configured your indicator, and your form, you can link them and disaggregate the data accordingly.

To link forms to indicator and updated the disaggregated data accordingly you must follow the following steps:

  1. Create your form. In our example, we will create a form called “Zoo” where we want to know how many elephants and lions are in each zoo and what are their genders. Based on the form below, we should have.
    1. 42 total animals
    2. 18 lions
    3. 24 elephants
    4. 25 male animals
    5. 7 female animals
  2. Link the form you want to disaggregate in the indicator menu
  3. In your custom form, you must make sure that the data matches correctly what is in your system list. In our example we will go to system list and add our animals.  Add the disaggregation to your system list
  4. Choose your disaggregation from the indicator menu. Make sure that that disaggregation are matching correctly with your forms. In our example, we want to disaggregate our data with Animal and Gender as shown below.
  5. To have your disaggregation, you must select the calculation method to be either Sum or average
  6. Choose your preferred method either by disaggregation or category 
    1. By category: it permits the user to choose for each item/category, a method of calculation and a value field corresponding to the value in the custom form
    2. By Disaggregation: it allows the user to map the disaggregation with the field in the form. Example is the gender. Users would like to map the gender system list of the custom form.   
  7. Fill out the data entry
  8. in your indicator, you should see the chosen disaggregation
  9. Fill it out automatically by clicking on the calculator symbol. This will feed the indicator the data found in the form
  10. We see that the forms are disaggregated correctly after manually calculating them in Step 1

If you want further information or would like assistance configuring a specific form, don’t hesitate to contact us at support@logalto.com and we can review your data together. 


Example: percentage (numerator/denominator)

If you select "Percentage", you will need to specify the numerator and denominator.

Then, the calculation for the indicator's value is 100 x A/B   (or 100 X Numerator/Denominator).

  • A is the Numerator (smaller group = the ones that fit the conditions)
  • B is the Denominator (larger group = all the items)

Example: the indicator is % of female beneficiaries that make over 200 USD per year

  • Calculation = 100 X Numerator/Denominator
  • Numerator = Female beneficiaries where annual income over 200 = 60
  • Denominator = Female beneficiaries = 300
  • Value of indicator is 100x(60/300) = 20%

Example: unicity field

If the indicator is " Number of participants in trainings". 
Your forms were design in a way that you have 3 forms: Participant form, Training form, Training attendance form (which participant attended which training).
The Training attendance form has a total of here are a total of 650 records:
  • 100 participants attended 3 trainings (=300 records in the attendance form)
  • 350 participants attended 1 training (=350 records in the attendance form)
  • 50 participants did not attend a training after all (=0 records in the attendance form)
The unicity field will allow you to specify:
  • If you want to count each participant that attended only once (=100+350=450). If so, the unicity field is the "participant id".
  • OR if you want to count each attendance (=300+350=650). If so, the unicity field is left blank.

Example: disaggregated indicator

The indicator is Number of people trained (by gender)

The form is: Beneficiaries who participated to trainings

  1. In the project logframe, we click the pen icon next to the corresponding indicator. 
  2. In the indicator's configuration panel, we make sure to disaggregate the indicator as needed (in the example, we need to disaggregate by gender)
  3. We check the “Link to custom form” checkbox 
  4. From the list of custom forms, we select the 'Beneficiaries who participated to trainings' form.


Various examples

Here are some examples of indicators supported by this link and how to configure them:

Indicator example Form Calculation method Field value Categorization Filter Date filter
Total number of clinic visits per region Visits Count N/A (count of records) Region N/A All (no filter)
Average length of visit per region Visits Average Length of visit Region N/A All (no filter)
Number of visits for dental issues (by gender) Visits Count N/A (count of records) Gender Issue=dental All (no filter)
Number of visits from female patients in region A per age group Visits Count N/A (count of records) Age group Gender=Female Region=region A All (no filter)
Total number of doctors per region Clinics Sum # of doctors Region N/A All (no filter)
Total number of elephants and lions in a zoo per gender Zoo sum # of elephants and # of lions gender N/A All (no filter)