OrgPlus 5 - Formula Fields
OP-0500-S1103
Summary:
This article describes the various types of calculations available in OrgPlus,
and how to define and use formula fields.
Procedure:
To define a formula field:
Select Define Fields from the Data menu. The Define Fields dialog
box is displayed.
Click Add. When you specify a field as a Formula, the Formula dialog box
is automatically displayed. You can also edit an existing formula by clicking on
the Formula button
.
The following is an example of the Formula dialog box with the Average
drop-down list selected.
Select the type of formula from the left-most drop-down list. Select from the following:
- Average: Computes an average of the selected number field for all specified boxes.
- Count: Counts the number of specified boxes.
- Non-zero count: Counts the number of specified boxes that do not contain a number field with a zero value.
- Fraction of Total: Compute the percentage of a total. First sum the field across all specified boxes, and then divide into the field value for each box.
- Maximum/Minimum: Determines the maximum or minimum value of the selected field across all specified boxes.
- Product: Multiplies the values of the selected field across the specified boxes.
- Standard Deviation: Computes the statistical standard deviation for the selected field and boxes.
- Total: Sums the selected field across the specified boxes.
- Variance: Computes the statistical variance for the selected field.
- ReportsTo: Displays the manager's specified field value.
Note: With the exception of Count and Reports To, all other selections are
only enabled if a field of type Number exists. For example, if you want to
compute an average salary, a salary field (or any Number field) must exist.
Based on the selected type of formula, you must select the boxes that you want
to include in this calculation. You can specify boxes as follows:
- Co-workers: All boxes sharing the same manager, including the manager's assistants.
- Level: All boxes on the same level in the chart.
- Branch and Mgr: All boxes in a branch, including the branch's manager.
- Branch Excl. Mgr: All boxes in a branch, excluding the branch's manager.
- Dir Sub and Manager: All direct subordinates of a single manager, including the manager.
- Dir Subordinates: All direct subordinates of a single manager, excluding the manager.
- Entire Chart: All boxes in the chart.
- Current Mgr: A box's direct manager (one level up).
- All Mgrs Inclusive: The path of managers from the top of the tree down to that box, including the box.
- All Managers Exclusive: The path of managers from the top of the tree down to that box, excluding the box.
- Top of Chart: The number of boxes at the top level of the chart.
Click OK to save the formula.
You can modify the format of a format field by clicking in the corresponding
format column.
Recalculating Formulas
- Select Auto Recalculation from the Chart menu to turn automatic recalculation of formulas on and off.
- If automatic recalculation is OFF, select Recalculate Formulas from the Chart menu to update all formula fields.
Caution: While Auto Recalculation is OFF, there is no indication that
formulas are not up to date.
To exclude fields from calculations:
- Select the boxes that you want to exclude from a calculation.
- Select Box Properties from the Format menu and then click the Calculation tab.