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Author Topic: Use of formulas  (Read 2531 times)

JuliaP

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Use of formulas
« on: October 29, 2009, 10:03:48 AM »

I have created a Department Org Chart that includes employee salaries.  I would like to reflect the total salaries for the Department on that Chart.  How can I do this?
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JakeH_HC

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Re: Use of formulas
« Reply #1 on: December 16, 2009, 04:16:49 PM »

JuliaP,

To reflect a total salaries for a department, follow these steps.

1. Define a field that indicates combined salary totals.  Data | Define Fields(Cntrl+D).

2. Name it something like Salary Total.   Under the Type, indicate that it is a formula.

3. This brings up the Formula Properties window. The function would be Total.  Type is Field.   Argument is Salary(or whatever you named your Salary field). Range is probably Direct Subordinates and Manager(this is up to you). Click Ok, Ok.

4.  On the main chart window, select any manager box, and hit F12 for Box Properties. On the Box Layout tab, drag the new Salary Total cell onto the cell layout.  Make sure Apply to Selection is checked.  Hit OK.  Repeat this for every department manager in your organization.

Regards,       
           
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