Static Formulas
Audience
Audience: Administrators
Overview
An administrator can create custom formulas to display in chart boxes, on a Master Page, or in the Profile Panel.
Accessing the Formula Editor
Select More > Chart Settings, and then select the Fields & Formulas option from the left side menu. The Fields and Formulas panel is displayed.
The following options are available:

Click on the + f(x) button to add a formula

Mouse over an existing formula and then click on the to modify an existing formula
Note
Note: Predefined formulas cannot be edited.
Defining a Static Formula in OrgChart Viewer
The following example demonstrates how to create a formula that counts open positions.

Click on the green f(x) Create button in the top left corner. The Formula Editor panel will be displayed.

Enter a name the new formula (e.g. Open Positions) in the Formula Name textbox.

Click on the No values. Click here to add hyperlink, and then select the Count option from the dropdown menu.

Click on the Scope dropdown menu, and then select All Levels.

Check the Include Self checkbox.

Click on the Create Rules button.

Configure the rule as shown below. In this example, a vacancy is identified when the employee name is set to 'Vacant.' This rule definition will vary based on your source data.

Click Save.
Formatting a Formula
You can control how a formula is displayed (e.g. the number of decimal places to display). For this example, we’ll continue to work on our ‘Open Position’ count formula.
Note
Note: Reference Field and Formula Properties section of the Fields & Formulas article for more information on available presentation options.

Mouse over a formula, and then click on the icon. You will be presented with formula display options.

Click on the Field Type dropdown, and then select the Number option. This will ensure that the formula results display as a number.

Click Save.
Formula Examples
The following articles provide stepbystep instructions on how to create various types of formulas:
Complex Operations
You can include multiple operations in a single formula. Operations are performed top to bottom.
Add an additional operation 

Mouse over to remove an operation 

Move an operation up 

Move an operation down 
Available Operations
Operation 
Description 

Add 
Add the previous two values 
Subtract 
Subtract the previous two values 
Multiply 
Multiply the previous two values 
Divide 
Divide the previous two values 
Lookup 
Lookup a record based on a field value 
Split 
Spilt a string based on a separator character 
Concatenate 
Merge two or more fields together 
Average 
Average a field within an org chart branch 
Count 
Count boxes within an org chart branch 
Sum 
Sum a field within an org chart branch 
Max 
Max value for a specified field within an org chart branch 
Min 
Min value for a specified field within an org chart branch 