OrgPlus 5 - Computershare Governance Services

OrgPlus 5 User Guide➣ To define a formula field:1 Select Define Fields from the Data menu. The Define Fields dialog box isdisplayed.2 When you specify a field as a Formula, the Formula dialog box is automaticallydisplayed. You can also edit an existing formula by clicking on the Formulabutton . The following is an example of the Formula dialog box with theAverage drop-down list selected.3 Select the type of formula from the left-most drop-down list. Select from thefollowing:• Average: Computes an average of the selected number field for all specifiedboxes.• Count: Counts the number of specified boxes.• Non-zero count: Counts the number of specified boxes that do not containa number field with a zero value.• Fraction of Total: Compute the percentage of a total. First sum the fieldacross all specified boxes, and then divide into the field value for each box.• Maximum/Minimum: Determines the maximum or minimum value of theselected field across all specified boxes.• Product: Multiplies the values of the selected field across the specifiedboxes.• Standard Deviation: Computes the statistical standard deviation for theselected field and boxes.• Total: Sums the selected field across the specified boxes.• Variance: Computes the statistical variance for the selected field.• ReportsTo: Displays the manager’s specified field value.4-18 Defining Fields and Boxes