Palisade DocumentationBigPicture 2016 Manual Org ChartsTell me more about possible calculations in an Org Chart

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 relationships

You first indicate the employee-to-supervisor relationships.

Specify relationships

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 desired rollup calculations

Specify types of summaries

Under Calc Type, you can specify sums (totals), averages, minimums, or maximums.

Specify types of summaries

Specify Calc Depth

Under Calc Depth, you can specify that the rollups should include only direct subordinates or all direct and indirect subordinates.

Specify Calc Depth

Specify display type

Under Display In, you can specify a topic note or a topic label. A topic note appears as a note below the topic with a summation sign, and a topic label includes the summary information in the topic's label itself.

Specify display type

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.