Sum values within your org chart hierarchy.

Creating a SUM formula

To create a SUM formula:

  1. With a chart open, select the DOCUMENT RIBBON
  2. Click on the Fields button fieldmanager.png
  3. Click on Add formula button addformula.png
  4. Select the SUM menu item
  5. Select the Field to SUM (e.g. Salary)
  6. Select the Range using the Range drop-down menu (See range definitions below)
  7. Click OK
  8. Rename the formula (e.g. Salary Roll-up)
  9. Click OK to complete the rename function
  10. 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