Formulas

OrgChart Now allows you to add dynamic calculations to your org charts. Example, include various headcounts (e.g. count of all employees or count of vacant positions).

You can add or edit formulas using the Field Editor (FILE tab | Data Section | Fields).

Built-in formulas:

  • Headcount - The headcount within a branch (includes the top box of each branch
  • Subordinates - The headcount within a branch (does not include the top box of the branch)
  • Span of Control - A count of all direct reports for a manager
  • Level - The chart level calculated with respect to the subchart (e.g. Level 1 is the CEO, Level 2 is the Vice President, ect.)
  • Subchart Level - The chart level calculated with respect to the subchart (e.g. Level 1 is the top box of the subchart)
  • ReportsTo - The ID of a box's manager
  • ReportsToName - Manager's name

Tips and Tricks

  • Use the box layout editor to add formulas to org chart boxes
  • You can also create custom formulas using the Field Manager

Custom formulas:

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