Custom Formulas

You can add custom workforce analytics (formulas) to your charts. To add a custom formula:

  • Open the Field Manager.
  • Click on the Add Formula button. An 'Untitled' formula is added.
  • Double click on the 'Untitled' formula to name the field (e.g. 'Vacancy Count').
  • Click on the 'Edit Formula' button to define criteria for being counted (e.g. Name equals 'Vacancy').
  • Select the 'Range' using the drop down menu (See options below). Click OK when done.

Range Options

  • Self + Subordinates - Include the current box and all subordinates when evaluating a count.
  • Subordinates - Include all subordinates when evaluating a count.
  • Self + Direct Reports - Include the current box and all direct reports when evaluating a count.
  • Direct Reports - Include only direct reports when evaluating a count.

Tips and Tricks