OrgChart Now Help Guide

Rollup Examples

Audience

Audience: Administrators Edition: Enterprise & Premium

Overview

Administrators can use rollup fields to perform calculations based on specific fields from the data source. Rollup static fields include:

Split

A SPLIT formula breaks a data string like comma delimited lists into substrings.

Average

Calculates the average a field (for example, average age).

Count

Counts a number of records that fit a given condition.

Sum

Total of all values in a specific field.

Min

The minimum value of a specific field.

Max

The maximum value of a specific field.

For this example, we will build a static rollup field to count the number of employees who are designated as Full Time in the data.

Creating a COUNT Formula

  1. Download the Sample Data.

  2. Create a Master Chart in Viewer using the downloaded Sample Data.

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

  4. Click on the + f(x) button to create a new formula.

  5. Name the new formula Hired in 2020.

  6. Click the + button to add an operation. From the Operation dropdown menu, select Count.

    2020-11-20_14-06-39.png
  7. Set the Scope to All Levels, and make sure the check box for Include Self is selected.

  8. Click the Create Rules button.

    2020-11-20_14-07-16.png
  9. Set the Type to Date Bracket and the Field to Hire Date.

  10. Check the Static Range box to provide a set date range.

  11. In the From section, use the calendar arrows to navigate to and select January 1, 2020.

    2020-11-20_14-08-16.png
  12. In the To section, use the calendar arrows to navigate to and select December 31, 2020.

  13. Click Save.

    2020-11-20_14-08-39.png
  14. Click Save and Refresh on the Fields & Formulas page. The new formula can be added to box styles or the master page.