Tell me more about possible calculations in an Org Chart
You might need only a basic org chart, where the structure of the organization is laid out. However, BigPicture also allows you to create rollup calculations in an org chart. This is illustrated in the main help topic on org charts, but it is important enough to repeat here.
Data set for the org chart
This data set not only includes the two columns (second and third) that define the employee-to-supervisor relationships, but it also includes a numeric variable, salary, that can be used for rollup calculations.
Specify desired rollup calculations
In this case, for each employee, the total salary of all direct and indirect subordinates will be shown. Also, by using the keyword Headcount, the number of all direct and indirect subordinates will also be shown. For an employee with no subordinates, only that employee's salary will be shown.
There are several options besides the ones shown here, as explained in the following substeps.
Specify types of summaries
Specify Calc Depth
View rollup results
The rollup results are shown in "topic notes" indicated by summation signs. A few have been opened here. For example, Loretta Smith supervises 11 employees, directly or indirectly, and their total salary is $1,142,500. On the other hand, Harold Cross supervises no one, and his salary is $64,600.