OrgChart User Guide

Sum only records that meet specific criteria.

To create a SUMIF formula:

1. With a chart open, select the DOCUMENT RIBBON
2. Click on the Field Mgr button
3. Click on Add formula button
4. Select the SUMIF menu item
5. Define the rule for inclusion (e.g. Contractor equals 0). You can either define a Standard Filter or a Complex Filter.
6. Select the Range using the Range drop-down menu (See range definitions below)
7. Click OK
8. Rename the formula (e.g. Sum Salary)
9. Click OK to complete the rename function
10. Click OK (green button at the top)

When creating a SUMIF 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