Working with smart fields

You can create smart fields that automatically make calculations for you. You can use these fields in reporting and can control the expressions used to calculate the data. There are two kinds of smart fields: smart calculations and smart buckets. Each serves a different purpose and can help you build out simple or complex formulas to manage data.

Smart fields use Carrot Query Language (CQL), ChartHop’s custom query language. Learn more. 

Smart calculations contain a single Carrot expression, although that expression can be lengthy depending on the data being calculated. Smart calculations use algebra and basic math to return a single numeric value such as a dollar amount, a date, or a number.

For example, you can use a smart calculation to calculate a prorated salary or the number of jobs that have been open for more than 90 days (is:open daysOpen>90)

Smart buckets are single select fields that contain multiple Carrot expressions, one for each color-coded option. Smart buckets return data in a range of numerical values instead of a single number. 

You can use smart calculations to tag or group employees with multiple options; for example, a set of salary guidelines or a group of functional areas. 

In the following example, functional areas for an org are defined by these Carrot expressions:

• Technical and Product – (department.func='Design' or department.func='Engineering' or department.func='Product' or department.func='Security') and placement:normal
• Sales and Marketing – (department.func='BD' or department.func='CS' or department.func='Marketing' or department.func='Sales'  or department.func='Support') and placement:normal
• Operations and Finance – (department.func='Executive' or department.func='Finance' or department.func='General' or department.func='IT'  or department.func='Legal'   or department.func='Operations'   or department.func='People'   or department.func='Recruiting') and placement:normal
• Administrative/Other – placement:assistant