New Forms Fields: Progress Interpretation

Last year we added three new definition elements to indicators to capture how to interpret progress to targets. We've now added placeholders for these elements to the DevResults Forms tool. The DevResults Forms tool lets you auto-populate documents with your program information from DevResults. For example, with the placeholder [[Indicator_Name]] in a Forms template, you can download a document for any indicator with the correct name filled out for you.

Today we added a additional placeholders to let you pull an indicator's progress interpretation fields into a downloaded document. Those placeholders are:

  • [[Indicator_ProgressInterpretation]]
  • [[Indicator_GoodThreshold]]
  • [[Indicator_WarningThreshold]]

These fields come from an indicator's Targets tab:

Image shows an indicator's targets tab where progress interpretation is defined

Check out our knowledge base for a list of all placeholders for Forms Indicator Templates.

Beta: Fixed Headers for Matrix

We've released a small update that is currently available to beta testers. Column and row headers now stay in place when you scroll through a Matrix report. This applies to both MultiMatrix (for multiple indicators) and an individual indicator's Matrix tool (in the indicator's Reports tab). After we consider any feedback from beta testers, we'll enable this update for all users.

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If you would like to be a beta tester to see a preview of new features and to provide feedback in the final stages of development, go to your DevResults profile and check the box next to "I would like to be a beta tester".

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New Forms Fields: Geography

The DevResults Forms tool lets you auto-populate documents with your program information from DevResults. For example, with the placeholder [[Activity_Name]] in a Forms template, you can download a document for any activity with the correct name filled out for you.

Today we added a few additional placeholders to let you pull an activity's geographic information into a downloaded document. Those placeholders are:

  • [[Activity_GeoLevel1]]
  • [[Activity_GeoLevel2]]
  • [[Activity_GeoLevel3]]
  • [[Activity_GeoLevel4]]
  • [[Activity_Locations]]

Because different places have different names for their administrative division levels, we refer to them by number. For this site, Level 1 would be Region and Level 2 would be Prefecture. (Level 0 would be Guinea, which would be the same for all activities so a placeholder is not needed.)

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The placeholder [[Activity_GeoLevel1]] in a template for this site would be auto-populated with a list of the regions assigned to this activity, separated by commas (i.e. Boké, Conakry, Kankan, Kindia, Labé). These are shown in an activity's geography tab.

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Check out our knowledge base for a list of all placeholders for Forms Activity Templates.

Create Disaggregations with Excel Upload

You can now create many new disaggregations at once by uploading an Excel file. Previously, new disaggregations needed to be typed one at a time on the Disaggregations page.

To import new disaggregations, go to Program Info > Disaggregations, click on the gear icon, and choose "Download Blank Template". Add unlimited disaggregations to the template and then choose "Import" from the same menu.

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When you list disaggregations in your template, each row should define one disaggregation. The disaggregations categories should be all in the same cell to the right of the disaggregation, separated by commas. The description field is optional.

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Disaggregations cannot be edited using an Excel file so if you need to change any existing disaggregations, edit them online as usual.

Check out our knowledge base to learn more about disaggregations.

More operations for formula indicators (like exponents!)

Formula indicators have always allowed you to use arithmetic operations like add (+), subtract (-), multiple (*), and divide (/) as well as logic and comparison functions (IIF, =, <, >, AND, OR, etc.)

Now you can use exponents (^), more comparison operators (<=, >=, !=, <>), and several other functions like round(), min() or max() as well!

This will be very helpful for users that are building indices (indexes) that use, for instance, a geometric mean such as:

([Indicator A] * [Indicator B] * [Indicator C]) ^ (1/3)

There's lots of other new functions available as part of this upgrade; check them out in our updated formula indicator help article on our Knowledge Base.

Multi-sheet data table uploads

You can now create or edit data tables by uploading multi-sheet Excel files. Previously, data table uploads would automatically use the first sheet in an Excel file. Now, a dropdown menu lets you select which sheet to upload when creating a data table or importing data.

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Add tags to data tables

Previously, you could search and filter data tables by name. Now, you can tag data tables for easier searching and filtering on that table's definition page.

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And you can search and filter tables by those tags!

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Site administrators can also manage all data tables tag using the Tag Index

Upload assignments of indicators to results framework objectives

Previously, an indicator's results framework objectives were only visible and editable on each indicator's definition page.

Now you can:

  1. View these objectives in the indicator index
  2. Add or edit these assignments by creating or editing multiple indicators using an Excel upload

If you only have one framework, you'll see just the objective code, like 1.1. If you have more than one framework, the framework's code precedes the objective's code, like M/1.1 or F/1.1. Multiple objectives for a single indicator are shown (and can be uploaded) separated by commas.

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Add links to data tables

You can now add links to data tables for additional documentation. Previously, any links added as "Other Text" were recorded as plain text and did not automatically turn into a link. Now any links you paste into an "Other Text" column (as long as there is no other text in that column) will be automatically converted into a link.

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Rename 'partner organization'

The list of things you can rename in the DevResults interface is growing — now in addition to 'activities', 'locations', and 'awarding organizations', you can also swap out your preferred term for 'partner organizations' (e.g. 'subs', 'grantees', or just 'partners').

Changing 'partner organizations' to a different term is a little tricky:

  • While an activity can have more than one 'partner organization', it has only one 'primary organization' with which all results data is associated, so both terms must be given new names (e.g. 'grantees' and 'lead grantee').
  • Partner orgs and awarding orgs are both 'organizations', so care must be taken to avoid using names that fundamentally change the concept of an organization (though 'organization' too can be renamed if you prefer).

Just send us a note at help@devresults.com and we'll work with you to find the appropriate terms.

Bear in mind, this will only change the text of your DevResults site; the DevResults Knowledge Base and all help articles will still refer to the generic/default terms. We do our best to use your preferred terminology in responses to Helpdesk tickets, but we may not be 100% consistent.