Overview
General customized math calculation (for example, future salary = current salary * 1.06.)
Creating a MATH formula
To create a MATH formula:
- With a chart open, select the DOCUMENT RIBBON
- Click on the Fields button
- Click on Add formula button
- Select the MATH menu item
- Write desired calculation to be made
- Click OK
- Rename the formula (e.g. PercentPartTime)
- Click OK to complete the rename function
- Click OK (green button at the top)
MATH Formula Examples
Example 1
The example below shows how the MATH formula can show the percentage of part-time employees. Let's assume a field exists called FT/PT that contains either "Full-time" or "Part-time" depending on employee's status.
- Create a new COUNTIF formula, select FT/PT as the field, equals as the comparison, Part-time as the value then rename it Part-time
- Create a new MATH formula and enter [Part-time]/[Headcount] (Headcount is a predefined formula)
- Rename it PercentPartTime
- At the bottom of the Field Manager select the percentage box
This will display the percentage of part-time employees included in the chart.
Example 2
The example below shows how the MATH formula can convert hourly wages and weekly wages into the same units (using a ternary operator).
- Create a new MATH formula
- Enter [PayPeriod] == 'Hourly' ? [Wage]*40 : [Wage]
- Rename the formula to Weekly Wage
This calculation will check if an employee's pay period is hourly, if true it will multiply the employee's wage by 40 (hours) to convent to a weekly wage. If False, it will display the employee's wage since it is already weekly.
Date Math Examples
Main Article: Date Math
The MATH function supports Date Math (e.g. years of service from hire date or age from birth date).
Reviewed 9/4/2017