SUM
Overview
Sum values within your org chart hierarchy.
Creating a SUM formula
To create a SUM formula:
- With a chart open, select the DOCUMENT RIBBON
- Click on the Fields button
- Click on Add formula button
- Select the SUM menu item
- Select the Field to SUM (e.g. Salary)
- Select the Range using the Range drop-down menu (See range definitions below)
- Click OK
- Rename the formula (e.g. Salary Roll-up)
- Click OK to complete the rename function
- Click OK (green button at the top)
Range Options
When creating a SUM calculation, you can specify the range to include in the calculation.
The following range options are available:
- Self + Subordinates - Checks current box and all subordinates (direct and indirect)
- Subordinates - Checks all subordinates (directs and indirect)
- Self + Direct Reports - Check current box and only direct reports
- Direct Reports - Checks only direct reports
SUM Example
The salary roll-up shown below is an example of a SUM formula (range is Self+Subordinates).
Reviewed 9/4/2017