Create a Headcount

In order to create a headcount formula in a chart, follow the instructions below:

  • Select Home | Define Fields
  • Click the Add button
  • Define the name of the field
  • Select Formula for the Field Type
  • Set the criteria for the headcount:
  • Function = Count
  • Range = Branch and Manger or Branch excluding manager or choose one of the other choices presented
  • Click OK and then OK again
  • Select Yes or No when asked to apply the headcount field to all the boxes of the chart