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Conditional Formatting - Help me write a formula about a parent

In an Org Chart, I need certain Conditional formatting formulas to NOT apply to the 'big guy' (CEO or president)..

I **THINK** the best way to figure this would be to determine if any given person oon the chart doesn't have a 'parent' shape. 

Is there aa way to calculate this using a Formula?

So for example If I want to show a red dot if the person is say a manager ( a field exists called "Manager" and has a value of 1 or 0 -- > 1="Manager", 0=not a manager)... But I don't want this to show if it's the president..

so I thought a formula would look like this:

AND(@Manager=1, ISNOTEMPTY Parent)

 

BUT this doesn't show anything...

how could i create a logical valuation of the 'parent' relationship?

followup to this: if I have a large or, and (while importing), I separated by division, will such rules apply accross the doc or just the sheet?

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Hi Dave,

Thanks for posting in the Lucidchart community! In this case, you could use a formula in the rule in which all shapes that have the shape data value '1' = 'Manager' and NOT 'Title' = 'CEO' applies the conditional formatting. This may allow you to apply the formatting to all managers aside from the CEO. Let me know if this still does not solve the issue!

As for your second question, I'm not entirely sure I understand which document and sheet your are referring to. Are you referring to the imported sheet with your Org Chart data and the Lucidchart document? Let me know!

Chase V 0 votes
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Thx for following up.  while accurate, the recommendation didn't fix my issue. I did solve it however, by importing an additional flag field (0 or 1), and referenced it to fix the issue.

 

As to the second question;

1. when you import a large org chart from XLS, it asks if you'd like to separate by division..

IF you separate by division, the person at the top of each division (div exec) would have a parent relationship (ie a manager) on the document level, but NOT on the sheet level..

 

is there a way to evaluate(using formulas) as to wehther or not a shape has a parnet shape?  As in (has parent) or "NOT Has parent"??

Dave W 0 votes
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Hi Dave!

I'm glad you were able to get that figured out! I'm not entirely sure which formulas might help you in this situation, but I'm attaching a comprehensive list of formulas supported in Lucidchart. This is a great resource as you're searching for ways to organize your work using formulas. If you encounter any errors as you attempt to utilize any of these or other formulas, please let us know!

Chase V 0 votes
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THe primary issue was that i was using incorrect terminology here:

 

I was referring to UPSTREAM shapes as "parent" rather than UPSTREAM.

 

I still have an issue regarding whether or not any particular shape HAS an UPSTREAM relationship or not.


Is there a way to decypher this?

Dave W 0 votes
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Hi Dave,

Unfortunately, there is not a tool built in to Lucidchart to assist you in identifying all shapes with an upstream relationship. As we work to build out our conditional formatting, we'd love for you to add your ideas to our Feature Request Form! These ideas are passed on to our developers for their consideration as we work to add features to Lucidchart. Let me know if you have any further questions!

Chase V 0 votes
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