After aggregating indicators within and across projects, you can refine your calculations by adding weights or adjustments to your contributing indicators.
The contributing indicators for an aggregated indicator can be weighted in TolaData. This allows the effect of each indicator to be adjusted according to their respective importance or proportional value towards the overall total.
To explain how weighting is done in TolaData, let’s look at a use case.
An organisation wants to measure the overall approval rating across two of its projects based on how many participants in each project said they approved of the services they received. Each project has an indicator to track the % approval by participants. We can see each of these indicators below.
% approvals in project A
% approvals in project B
In this example, the projects have different numbers of beneficiaries. Project A reached 6000 beneficiaries whilst project B reached 2000.
Let’s look at this example without weighting. If project A has a 50% approval rating that means 3000 of its 6000 participants approved of the services. If project B has an 80% approval rating that means 1600 of its 2000 participants approved. If you just aggregate the approval ratings without weighting you would take the average of 50% and 80% = 65%. But that result would be saying that overall 65% of 8000 approved, ie 5200 participants. But we know the actual number that approved was only 4600 of the 8000.
To get an accurate overall result, project A should have a bigger mathematical weight when it comes to calculating the aggregated value as it reaches more beneficiaries.
For the result to be representative, we must weight each result according to the relative proportion of total beneficiaries it represents. For project A this relative proportion is 6000/8000 = 75%. For project B the relative proportion is 2000/8000 = 25%.
We use these relative proportions or weights in the aggregated indicator on the contributing indicator tab. The first step is to add each project indicator to our aggregated indicator as seen below. If you are unsure how to create aggregated indicators in TolaData, see our guide here.
After you have added your contributing indicators to your aggregated indicator, ensure that the aggregation formula in the ‘manage indicators’ section is set to any of the calculation formulas except ‘average’ as you will not be able to add weights for an average.
After confirming your aggregation formula, select the ‘weights and adjustments’ toggle. You can now enter the weights you calculated for each contributing indicator.
You can see a breakdown of the calculation being performed underneath the box.
Your updated aggregated total will now display against your target. The blue bar will indicate the percentage achieved. The aggregated target will display in the box to the left-hand side.
Alongside weighting indicators, you can also adjust the values of contributing indicators to correct for known over or under-reporting, or double counting. Double counting causes an inflation of project results. To read more about double counting, check out our blog post.
To explain how adjusting indicators works in TolaData, let us look at a use case.
An organisation wants to count the total number of participants it has across two projects. Each project has an indicator counting the number of participants. Below we can see each of these contributing indicators in the aggregated indicator.
However, as the projects are operating in the same region, it is understood that some participants are receiving services from both projects. The estimated number of participants who are part of both projects is 10%. If we just sum the total number of participants from each project together we will count this 10% twice. To avoid double-counting these participants we can adjust one of the contributing indicators by – 10% to reduce its value by the number of participants who are already counted within the other indicator
To do this, select the ‘Managing Indicators’ button and then select the ‘weights and adjustments’ toggle.
In the adjustment field of one of the indicators, enter -10 to reduce the aggregated value by 10%.
NOTE: If you do not enter a weighted value, the weight will remain at 100%. After you save your adjusted value, the calculation will appear below the indicators.
In the contributing Indicators page you can see the new actual value after the adjustment has been applied. The blue bar will indicate the percentage achieved. The aggregated target will display in the box.
You can add both weights and adjustments to contributing indicators within the same calculation allowing you and your organisation to perform more accurate calculations of your overall results.