There will be times when a calculation, such as a numeric summary total will be needed. For example, if a salary field is present for each person in the chart you can generate a total for the entire company or just a division within the company.
Summary Field Calculation: Preparation
Go to the data tab and to click on Chart Dataset. (The Chart Dataset is where the chart data fields are maintained, and where new database fields can be added or modified.)
Select New to add a field. Name the new field as desired. The field Type is text, and in this example it needs to be changed to Calculated.
Select the formula field, and a dialog will appear. Change the Operation to Sum, change Affected Column to Salary and change the Affected Scope to Branch and Manager. This scope will then include all records in the calculation.
Click OK.
Select a box and go into its Properties. In the Define Layout tab drag the new Salary Summary field from the list on the left to the box layout preview.
Click on the desired scope, ranging from the box you are inspecting to the entire chart.
Click OK
Summary Field Calculation: Master page
If you want to display the Summary on the Master Page, go to View tab, master page.
Click on the Insert tab.
Here is how the new field looks on the Master Page view.
Summary Field Calculation: Results
Switching back to the Normal view we see the new field.
Keep in mind that other calculations and math operations can be performed and placed on the chart page, or within chart boxes.