Static Formulas

Audience: Administrators

 

Overview

An administrator can create custom formulas to display in chart boxes, on a chart background, in employee profiles, or for metric tracking in Planning.

Static formula example

Static formulas can be created in the Chart Settings: Fields & Formulas panel. The follow example provides information on how to create a count for vacant positions.

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 Static formula.

2.The Create formula panel is displayed. Enter the name of the formula in the Formula name field. Click on the + plus icon and then select Count ( using this for example).

3. Click on the Scope dropdown menu, and then select All Levels.

4. Check the Include Self checkbox.

5. Click on the Create Rule button.

 6. Under the Rules section, select FullName in the Fields option and select Equal under Type dropdown.

7. In the value field, either type in the value of select it from the drop down options.

8. Click on Save.

Formatting a formula

You can control how a formula is displayed (e.g. the number of decimal places to display). For this example, we’ll continue to work on our ‘Open Position’ count formula.

Note

Reference Field and Formula Properties section of the Fields & Formulas article for more information on available presentation options.

1. Search for the formula in the search box and then mouse over the pencil icon and then click on it to edit the formula.

2. Click on the Field Type dropdown, and then select the Number option. This will ensure that the formula results display as a number.

3. Click on Save.

Available operations

The following operations are available for static formulas:

Operation	Description
Add	Add the previous two values
Subtract	Subtract the previous two values
Multiple	Multiply the previous two values
Divide	Divide the previous two values
Lookup	lookup a record based on a field value
Split	Split a string based on a separator character
Concatenate	Merge two or more fields together
Average	Average a chose field value
Count	Count records that meet specific criteria
Sum	Sum values for a chosen field
Max	Max value for a specified field
Min	Min value for a specified field