or click the Home
tab and select Define Fields from the Fields & Formulas section
to display the Define Fields dialog box.To define a formula field:
1
Click the Define Fields tool or click the Home
tab and select Define Fields from the Fields & Formulas section
to display the Define Fields dialog box.
2 Click the Add button and enter a name for the new field.
3
In the Type column, click the down arrow 
and select Formula as the
field type.
The Formula Properties dialog box opens with the Formula tab selected.
4 Select a formula from the Function drop-down list. See Available Formulas for formula definitions.
Note:
You can also edit an existing formula by clicking the Formula button
.
5 If the selected formula requires a field, select a field from Type drop-down list.
6 If an argument is required for the formula, select one from the Argument dropdown list.
7 Based on the type of formula you have selected, specify the boxes to include from the Range drop-down list. The options include:
· 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.
· 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.
· Co-workers: All boxes sharing the same manager, including the manager's assistants.
· Current Mgr: A box's direct manager (one level up).
· 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.
· Level: All boxes on the same level in the chart.
· Self: The current box.
· Top of Chart: The number of boxes at the top level of the chart.
Note: The following is an example of a formula field.
8 Optionally, you can perform a calculation (divide, multiply, add, or subtract) on multiple arguments. See Performing Calculations for more information.
9 If required, you can specify which boxes are to be included or excluded from a calculation by creating a conditional formula. To create a conditional formula, select the Criteria tab. Select the Define Criteria option, then define the criteria for inclusion.
To define formula options:
1 Use the Options tab to specify formula options such as a Minimum and Maximum values. See Formula Options for more details.
2 Click OK to save the formula.