Skip to main content

OrgChart Help Guide

Static Formulas

Audience

Audience: Administrators

Overview

An administrator can create custom formulas to display in chart boxes, on a chart background, or in the Profile panel.

Accessing the Formula Editor

Click on the Mode Switcher icon in the Top Toolbar, and then select the Setup option. The Setup panel is displayed.

Click on the Chart Settings tile.

Setup_ChartSettings_Select.png

Select the Fields & Formulas option from the left side menu.

5_2_1_CS_FieldsandFormulas_Arrow.png

The following options are available:

  • Click on the + f(x) button to add a new Static Formula.

  • Mouse over an existing formula and then click on the 5_2_1_Penci_bluel_noFill.png icon to modify field properties.

  • Mouse over an existing formula and then click on the 5_2_FunctionIcon.png icon to edit the configuration.

    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.

  1. Click on the green f(x) Create button in the top left corner, and then select the Static Formula option. The Formula Editor panel will be displayed.

    5_2_1_CreateFormula_Panel.png

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

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

    CountFormula.png

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

  5. Check the Include Self checkbox.

  6. Click on the Create Rules button.

    Count_AddRule.png

  7. 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.

    Count_FormulaConfig.png

  8. 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.

  1. Mouse over a formula, and then click on the 5_2_BluePencil.png icon. You will be presented with formula display options.

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

    FormulaDisplay_Number.png

  3. Click Save.

Formula Examples

The following articles provide step-by-step 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.

5_2_Plus_Update.png

Add an additional operation

5_2_DeleteChart.png

Mouse over to remove an operation

5_2_UpArrow.png

Move an operation up

5_2_DownArrow.png

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