SUM(Descendants("Revenue")) returns correct total in data panel but displays 0 on shapes

Question

I am using Lucidchart’s Org Chart with an uploaded dataset (columns: Type, ID, Name, Parent ID, Revenue).

My Revenue field is numeric and displays correctly for individual school nodes.
I created a calculated field called Team Revenue with the formula: SUM(Descendants("Revenue")). I want to be able to show revenue by employee including a roll up under each supervisor. Ideally this is dynamic as I move folks to di
In the Org Chart Details panel, the total roll-up for the entire chart is correct (e.g., I see a numeric value of $50,000,000, which matches my source data).

The Problem: When I add Team Revenue to the layout tap and apply it to all shapes, every manager shape shows a 0 instead of the correct descendant total. However, the org chart details panel shows the correct number for that manager.

Troubleshooting I have already tried: I have already verified my data set haas no formatting issues. I have deleted and recreated the calculated field. I ensured the formula uses the exact field name. Is what I am trying to do possible or am I missing something simple? I’d like to have a dynamic org chart that totals total amount under each leader. Any guidance is greatly appreciated.

Thanks,

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Hi Sdanyluk,

Try using the formula: SUM(DOWNSTREAMDEEP.”Revenue”)
DESCENDANTS and CHILDREN refer to objects within a group, which is why it works when you select the whole org chart shape. DOWNSTREAM and DOWNSTREAMDEEP refer to shapes connected by lines pointing away from the original shape (with “deep” recursively getting the data, not just the immediate connected shapes).

Let me know if that works for you!

Lance · Accepted Answer

Hi Sdanyluk,Try using the formula: SUM(DOWNSTREAMDEEP.”Revenue”)DESCENDANTS and CHILDREN refer to objects within a group, which is why it works when you select the whole org chart shape. DOWNSTREAM and DOWNSTREAMDEEP refer to shapes connected by lines pointing away from the original shape (with “deep” recursively getting the data, not just the immediate connected shapes).Let me know if that works for you!

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