Dynamic Formulas
Audience
Audience: Administrators
Overview
Dynamic Formulas are calculated based on the present data, and can be displayed on charts, and within chart boxes.
Dynamic formulas are helpful when doing rollups in Workbench. For example, if you are using a dynamic salary rollup, and you move or delete a record, the dynamic formula will automatically update.
OrgChart comes preloaded with Dynamic Formulas, which are distinguished from their static counterparts using an underscore:

_Headcount

_Levels

_Peers

_Span of Control

_Subordinates
Administrators can create custom Dynamic Formulas in the Chart Settings: Chart Builder panel.
Accessing the Dynamic 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.
Click on the Chart Builder tab from left side menu.
Add a new Dynamic Formula using one of the following three methods:

Click on the linked text "No Values. Click here to add." if you have not yet added a Dynamic Formula

Click on the icon associated with the Dynamic Formula heading.

Click on the icon to import a Dynamic Formula from a different Master Chart.
Defining a New Dynamic Formula
The following example demonstrates how to create a formula that averages employee salary.

Click on the icon to the right of the Dynamic Formula heading.

Select an operator (i.e. Average) from the Formula Type dropdown menu.

Enter a name for the formula in the Formula Name text box (i.e. _Salary)
Note
It is not required to use an underscore in the name of a Dynamic Formula.

Click on the Formula Span dropdown menu, and then select one of the following options:

Self + Subordinates  Current record and all subordinates

Subordinates  Subordinates of the current record

Self + Direct Reports  Current record and the records directly beneath that record

Direct Reports  The records directly beneath the current record
Note
Note: When setting the conditions for this rule, you must use brackets around the field, a Comparison Operator, and then a valid string (enclosed in single or double quotations) or a number value.


Click on the Formula Field dropdown menu, and then select a field from your data (i.e., Salary) that you want to calculate.

Click Save. The formula is added to the Dynamic Formula list.

Click on Save, and then Refresh.
Additional Options
Hover over an existing Dynamic Formula to access the following additional options:
Copy 

Edit 

Delete 
Available Operations
Operation 
Description 

CountIf 
Count the values of a defined field IF they match the formula criteria 
SumIf 
Sum the values of a defined field IF they match the formula criteria 
AverageIf 
Average the values of a defined field IF they match the formula criteria 
Sum 
Sum the values of a defined field 
Average 
Average the values of a defined field 
Concatenate 
Concatenate the values defined by the formula rule 
Map 
Map a defined value when the chosen field matches the formula criteria 
Math 
Calculate a freeform JavaScript formula 
Max 
Max value in an org chart branch for a specified field 
Min 
Min value in an org chart branch for a specified field 
Comparison & Logic Operators
Operator 
Description 


== 
Equal to 

!= 
Not equal to 

> 
Greater than 

>= 
Great than or equal to 

< 
Less than 

<= 
Less than or equal to 

? 
Ternary operator 

&& 
Logical and 

 
Logical or 

! 
Logical not 