Field Manager
Overview
The Field Manager allows you to add, delete or update field and formula definitions. It can be found in the DOCUMENT RIBBON.
User Interface
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Add Field | Create a new field |
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Delete Field | Delete field(s) and formula(s) |
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Add Formulas | Create a custom formula |
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Edit Formulas | Edit the selected custom formula |
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Rename | Rename field or formula |
Field Types
Main Article: Field Types
Fields can be set as Text, Number, Image or Date. The field type determines how a field is displayed and processed.
Field Labels
Main Article: Field Labels
Often fields cannot be renamed because they are defined from source data. You can set an alternate name for a field (e.g. field label). If set, the alternate label is used when a label is displayed in a chart box (for example, a simple label such as 'Salary' could be set to replace 'Annual_Compensation_USD').
Tips and Tricks
- Custom formulas can be used to add workforce analytics to your charts
- Predefined formulas (such as a headcount) can also be included in chart boxes
Reviewed 08/06/2017