Dynamic Formulas

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 roll-ups in custom charts . For example, if you are using a dynamic salary rollup, and you move or delete a record, the dynamic formula will update after refreshing the custom chart.

OrgChart comes pre-loaded 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: Fields & Formulas panel

Important

Dynamic formulas cannot be used in Planning. OrgChart recommends using Static Formulas for optimal experience.

Accessing the Dynamic Formula Editor

1. Click on the Settings button in the bottom right corner, and then select the Chart Settings option from the list.

2. Navigate to Fields & Formulas and then from the Create formula drop down button select Dynamic formula.

Defining a New Dynamic Formula

The following example demonstrates how to create a formula that averages employee salary.

1. In the Create dynamic formula box, enter the name of the formula under the Formula name text box.

2. From the Function drop down select an operator in this example, select Average.

3. Click on the 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

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

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

6. Click on Save, and then Refresh.

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 free-form 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
>=	Greater than or equal to
<	Less than
<=	Less than or equal to
?	Ternary operator
&&	Logical and
||	Logical or
!	Logical not