OrgChart Now Help Guide

Defining Formulas

Audience

Audience: Administrators Edition: Enterprise & Premium

Overview

An administrator can add custom formulas for display in OrgChart Viewer. Formulas can be displayed in org chart boxes and in the Profile Panel.

Accessing the Formula Editor

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

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

  • Mouse over an existing formula and then click on the Gear_icon.png to modify an existing formula

    Note

    Note: Predefined formulas cannot be edited.

Defining a New Formula

The following example demonstrates how to create a formula that counts ‘open positions.'

  1. Click on the + f(x) button. The Formula Editor panel will be displayed.

  2. Name the new formula (e.g. Open Positions).

  3. Select the + button, and then select the COUNT option from the Operations dropdown menu.

    Screen_Shot_2020-11-06_at_2_19_30_PM.png
  4. Configure the Count formula as shown below.

    Screen_Shot_2020-11-06_at_2_28_18_PM.png
  5. Click on the Create Rules button, and then configure the rules as shown below. In this example, a vacancy is identified when the employee name is set to 'Vacancy.' This rule definition will vary based on your source data.

    Screen_Shot_2020-11-11_at_5_15_53_PM.png
  6. 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 and Formulas article for more information on available presentation options.

  1. Mouse over a formula, and then select the Sorting_options_WB_Builder_-_Copy.png icon. You will be presented with formula display options.

  2. Set the presentation options as show below. Selecting the Number option from the Field Type dropdown displays the formula results as a number.

    Screen_Shot_2020-11-06_at_2_50_33_PM.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.

2020-11-05_16-01-22.png

Add an additional operation

2020-11-05_16-02-08.png

Mouse over to remove an operation

2020-11-05_16-01-41.png

Move an operation up

2020-11-05_16-01-54.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 (See example)

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