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.

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. 

General Formulas

Equals: Perform a calculation using a field or set of fields. For example, performance change = current performance – last year’s performance.

ReportsTo: Get a value from a manager’s field.  

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.

Mid: Return a sub-string from the middle of a text field. For example, Mid(3,3,”ABC123”) = C12.

Left: Return a sub-string from the start of a text field. For example, Left(3,”ABC123”) = ABC.

Right: Return a sub-string from the end of a text field. For example, Right(3,”ABC123”) = 123.

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.