The following formulas are available in OrgPlus.
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.
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.
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.
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.
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.