How to count the Certain Colored Headcount for the Org Chart

Hi @young, thank you so much for your question. Yes, this is possible by setting up some simple formulas within your document. For full documentation on formulas in Lucidchart, I recommend this resource, but I’ll detail what you’ll need specifically below.

The one piece of information that you’ll need to create the formula is the Hex code of the color, which you can obtain from the color picker in the Color Fill menu. 

With that information, simply use the following formula:

=countif(DESCENDANTS(page), employee => fillcolor(employee) = HEXCOLOR(‘#xxxxxx’))

Using the color in my example screenshot above, this formula would read:

=countif(DESCENDANTS(page), employee => fillcolor(employee) = HEXCOLOR(‘#cfe4ff’))

However, something worth noting with your org chart is that often, a color might be representative of a different attribute of the employee, such as title or location. In this case, it might be more straightforward to set up a formula to count the number of employees who already have that particular attribute within their data. Such a formula might look like:

=countif(DESCENDANTS(page), employee => contains(employee.”Role”, “Engineer”))

where ”Role”  is the name of the data property containing an employee’s title and “Engineer”  is the particular type of employee that you’re counting. 

From there, if the color coding is still an important visual element of your org chart, you could automatically and dynamically apply it to your employee shapes via conditional formatting. An example of such a rule could be IF shape data “Role” contains “Engineer,” THEN apply magenta as a fill color.

I hope this helps! Please let me know if you have any additional questions.