Field Manager
Field Manager
The field manager allows you to add, delete or update field definitions.
Each box in a chart is associated with a single record in the underlying database. Each record contains 1 or more fields. You can use the 'Box Layout Editor' to control how fields are displayed within a box.
Managing Fields
- Add Field - Create a new Field
- Delete Field - Delete Selected field(s) or formula(s)
- Add Formula - Create a custom formula
- Edit Formula - Edit the selected custom formula
- Rename - Rename the field or formula
Field Types
Fields can be set as text, Number or Image
- Setting a field as 'Text' allows you to define which characters are used for text wrapping. For example, you can break on the '@' sign for email addresses
- Setting a field as a 'Number' allows you to specify how numbers are displayed. Display options include 'Number of Decimal Places', 'Prefix', 'Postfix', 'Show as Percentage' and 'Use 1000 Seperator'
- Setting a field as an 'Image' allows you to add images (such as employee photos) to your chart.
Tips and Tricks
- Optionally, field names can be displayed as labels in boxes (and the profile). Make sure to use descriptive names like 'Title' as opposed to 'Field 1'
- If a field cannot be renamed (e.g. you are using a data connector), you can set the 'Field Label' instead
- Custom formulas can be used to add workforce analytics to your charts
- Predefined formulas (such as a headcount) can also be included in chart boxes
- Use Prefix and Postfix for currency indicators. To display '100' as '$100 (USD) set the Prefix to '$' and the Postfix to '(USD)'