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OrgPlus 6 - Formula Fields
OP-0600-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 tool Define Fields or select Define Fields from the Data menu. The Define Fields dialog box is displayed.

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 option selected.

Available Formulas

The following formulas are available in OrgPlus.

Numeric Formulas

The following formulas are for use with number fields.

  • Average: Compute an average of the selected number field for all specified boxes.
  • Count: Counts the number of specified boxes.
  • Non-zero count: Count 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: Multiply the values of the selected field across the specified boxes.
  • Standard Deviation:Compute the standard deviation for the selected field and boxes.
  • Total: Sum the selected field across the specified boxes.
  • Variance:Compute the variance for the selected field.

Note: With the exception of Count, 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.

General Formulas
  • Equals:Perform a calculation using a field or set of fields. For example, performance change = current performance – last year’s performance.
  • Reports To: Get a value from a manager’s field.

Note: With the exception of 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.

Text Formulas

The following formulas are for use with text fields.

  • Upper: Convert a text field to all upper case.
  • Lower: Convert all letters in a text field to lowercase.
  • Trim: Remove all spaces from a text field except for single spaces between words.
  • Len: Return the number of characters in a text field.
  • Count: Count the number of specified boxes.
Date Formulas

The following formulas are for use with date fields.

  • Year: Return the year from the selected date field.
  • Month: Return the month (1-12) from the selected date field.
  • Day: Return the day from the selected date field.
Chart Formulas

The following formulas allow you to access information about your chart hierarchy.

  • Level: Return chart level for a box.
  • Sub-levels: Return number of subordinate levels for a box.
  • Occurrences: Return number of times a box appears in the chart based on the duplicate identifier (dotted line) key.
  • Allocation: Return 1/ Occurrences. For example, if a person appears four times in chart their allocation is 0.25.

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.
  • Self: The current box

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.

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