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Best Practices for adding questionsPartial Response ResetUsing Form Question as a Unique IDViewing form responsesReviewing individual responses in formsEdit form responses for data errorsDeleting responses from formsExporting form responses
Calculations
Terminology of a Logic ModelCreating a Logic Model and CalculationsConditions in Logic ModelsSetting-up Array Calculations in the Logic Model BuilderExporting your Logic Model as a JSON file
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Creating a Logic Model and Calculations

What does the feature accomplish

A logic model is a set of measures to realize your Theory of Change. Creating a logic model will allow you to calculate your impact in a systematic and automated manner. 

Creating a logic model can feel overwhelming. Remember that with SAMETRICA you can always go back and make updates to your logic model. The important thing is to get into the mindset of thinking about the outcomes of your work. The Logic Model Builder can help.

How to use the feature

Creating the Logic Model Builder

  • Click on the Logic Model Builder on the top left corner.
  • Click on the Create button in the top left button.
  • Click Yes!
  • Answer the following questions on the country, province (optional), and city (optional)
  • Name your logic model and select Create

If you'd like more information on key terms for logic models, check out this help article.

Navigating to the Logic Model

  1. Navigate to the Logic Model Builder by clicking "Logic Model Builder" in the top navigation bar.
  2. Click on the Logic Model you would like to add your measures to, and select "Edit"

Populating the Logic Model

If there are no measures in your logic model, the screen will look like this:

For a refresher on the terminology and theory behind logic models, click here!

Stakeholders

  • Click on Unnamed Stakeholder to rename your input.
  • To add Stakeholders, click on the +Add Stakeholder button on the top right of the screen.
  • A stakeholder pane will appear. Click on Unnamed Stakeholder to rename your input.

Demographics

  • To add Demographics, click on the Card icon to the right side of the screen in the Stakeholder line.
  • A measure pane will appear. Click on Add Demographic to add a demographic.
    • Click on Unnamed Demographic to rename your demographic. 
  • To delete a demographic, hover over the name and options will appear. Select the x icon and follow the delete prompts.

Inputs

  • To add an input, click on the +Add Input area.
    • A measure pane will appear. Click on Unnamed Input to rename your input. Use the dropdown to select an input category.
    • Select +Add Financial Proxy to add and rename a financial proxy for your input.
  • To delete an input, hover over the name and options will appear. Select the x icon and follow the delete prompts.

Activities

  • To add an activity, click on the +Add Activity area.
    • A measure pane will appear. Click on Unnamed Activity to rename your activity. 
    • Click on Unnamed Output to rename your output. 
  • To delete an activity or output, hover over the name and options will appear. Select the x icon and follow the delete prompts.

Outcomes

  • To add an outcome, click on the +Add Outcome area.
    • A measure pane will appear. Click on Unnamed Outcome to rename your outcome. 
    • Click on Unnamed Outcome Indictor to rename your outcome indicator.
    • Select +Add Financial Proxy to add and rename a financial proxy for your outcome indicator.
  • To delete an outcome or outcome indicator, hover over the name and options will appear. Select the x icon and follow the delete prompts.

Calculations

For each measure created, a calculation can be added.

1. Hover over the measure you would like to create a calculation for, and options will appear to the right side. Select the calculator icon.

2. In the calculation page, you can perform a few different tasks:

          a. Name your calculation by clicking on unnamed calculation (Would recommend naming it the same as your measure)

          b. Add a variable by selecting the +Add variable button

          c. Add a formula in the Enter formula box and clicking Save Formula. The formula box an take any combination of latex entries.

Additional actions on this page include +Add calculation (which creates a child calculation to your current), Display Snapshots (which shows historical values in prescheduled database saves), and Redo Calculations (which reruns any variables and calculations on screen with the most up to date numbers).

Add a variable

Adding a variable allows you to connect to a data point in the forms you have access to. By creating the connection, you can draw the values into your calculation, which will automatically update as new data is submitted.

1. Click +Add Variable

2. Select Data Source and Add

3. From the dropdowns at the top of the window: select the source type as Form, select the name of the workspace you are retrieving the data from, and lastly select the form you are retrieving the data from.

4. Data (if available) from your selected form will appear on the bottom half of the window with a preview in a table format. Underneath it will be a toggle between Standard or Array Calculations. 

  • For simple and direct calculations, choose Standard
  • For more complicated calculations that require array (e.g. SUMPRODUCT), choose Array.

For more information and instructions on how to use Array Calculations, click here.

5. Select the question/data point in the Select Column dropdown menu that you would like to perform a data transformation on. Once a question/data is selected, the dropdown on the right hand side will be clickable. Select a data transformation on the question/data.

The options available for the data transformations will depend on the question type selected. For example, a Multiple Choice question can only have COUNT performed on it, while a Number question can have COUNT, COUNT UNIQUE, SUM, AVERAGE.

6. A value will appear at the bottom of the window showing what your variable result is. to save your work, select Proceed to review & save. 

7. After one more summary page, click Save.

8. Your variable will now appear on the calculation page and have a variable character (e.g. a), and variable name (which can be updated by clicking on it.

9. Repeat steps 1-8 of the process for as many variables as you need.

10. Once ready, input a formula in the Enter formula bar at the bottom of the page and click Save Formula. A f(x) value will appear to the left of the button finalizing the value of your calculation.

Only valid variable characters, mathematical operations and numbers are allowed in the formula bar.

Congratulations, you have created your very own calculation!

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