Custom Formulas
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
- Once a custom formula is defined, use the box layout editor to add the formula to a chart box.
- You can create box styles that include custom formulas.
- Custom formulas can be displayed in the profile panel.
