OrgChart Now Help Guide

Table of Contents

Fields and Formulas

Audience

Audience: Administrators

Overview

The Fields and Formulas panel allows an administrator to update field properties (i.e. Label, Field Type, etc.) and define Static Formulas.

Formulas can be added to Box Styles, or displayed on the Master Page.

Accessing Fields and Formulas

Select More > Chart Settings and then select the Fields and Formulas option from the Settings dropdown menu.

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Fields and Formulas Settings

The Fields and Formulas panel display a list of all fields loaded in from the data sources. The panel also includes both predefined and user-defined formulas.

Predefined Formulas

The set of predefined formulas are automatically recalculated on each refresh. Predefined formulas include:

Headcount

Number of direct and indirect subordinates that report to a manager. Count also includes the manager.

Level

The org chart level on which a box resides (e.g. CEO on level 1, Vice Presidents on level 2, Directors on level 3)

Peers

Number of boxes that report to same manager as the current box.

Span of Control

Number of direct subordinates that report to a manager.

Subchart Level

The display level on which a box resides (top box is level 1, subordinates to top box are level 2)

Subordinates

Number of direct and in direct subordinates that report to a manager.

Important

User-defined formulas cannot have the same name as a pre-defined formula.

Always ensure to use a unique name for user-defined formulas.

Editing Fields and Formulas

You can define new formulas or edit field/formulas properties using the following functions:

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Define new Static Formulas

Reference the Static Formulas article for more information.

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Modify the field properties (i.e. Label, Field Type, Prefixes, etc).

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Update the configuration of a user-defined formula.

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Delete a user-defined formula.

Note

Predefined formulas and source data fields cannot be deleted.

Field Properties

Each field or formula has an associated field type. The field type determines how a field is displayed when presented in an org chart.

Text

Display field as text.

Number

Display field as a numeric value.

Image

Display field as an image.

Date

Display field as a date.

Text Fields

Text fields have the following properties:

Break Character

Specify a list of characters that can be used for word wrap. By default, org chart will only break on spaces.

For example, by adding the ‘@’ characters as a break character, the string elizabeth.jones@officeworksoftware.com can be word wrapped as follows:

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Number Fields

Number fields have the following properties:

Decimal Places

Set the number of decimal places shown (0.00 vs 0.0)

Prefix

Set Prefix character to be shown before a number (for example, "$" displays “$1,000”)

Postfix

Set Postfix character to be shown after a number (for example, " USD" displays “1,000 USD”)

Percentage

Set a number to be shown as a percentage (for example, 0.2 is shown as 20%)

Use 1000 Separator

The number 1000 is shown as 1,000

Image Fields

Setting the field type to Image allows you to:

  • Follow a URL to retrieve an image (for example,  https://myphotos.acme.com/12345.jpg ).

  • Follow a Path (within your account) to retrieve an image (for example, "Photos:jsmith.jpg" will retrieve an image from the Photos directory).

Date Fields

Setting the field type to Date allows you to:

  • Set the display format for a date (for example, January 28, 2017 vs. 01.28.2017). Reference Account Settings: General for more information.

  • Perform date calculations (e.g. Convert a birthdate to age).