Best Workday Integration Training and Workday Reporting Training by Workday Training Online

Workday Reporting and Calculated Fields ÂŠ 2020 Workday Training Online

What is Workday Reporting  Designed for the functional user, easy to deploy, with a simple-to-use, consumerfriendly interface.  Built-in to the application allowing users to take action on the report output directly from the user interface.  Leverage your security configuration, allowing you to access real-time, relevant data where you need it, how you need it.

Business Objects Workday stores your data as business objects - organizations, workers, positions, and so on. Just as a database table or worksheet has columns and rows, a Workday business object has fields and instances

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Business Object Fields  In addition to text, date, currency, numeric and Boolean type fields, a primary business object can include one or more fields that represent references or ‘links’ to related business objects.  There are two types of fields that describe the relationship a related business object has to the primary business object.  They are single instance and multiinstance field types. © 2020 Workday Training Online

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Data Sources Example

Object Type Fields

 Instances of a business object in Workday are like rows in a table or spreadsheet

Fields And Instances

 Each instance represents a unique occurrence of that  A business object can have no instances, one instance, or many instances.

 Workday automatically links related business objects together

Report Data Sources  Data sources are defined and delivered by Workday. Workday delivers different data sources for key primary business objects.  Business Object vs. Data Source: The Report Data Source is the view or selection of instances of a given business object on which you want to report.

Simple vs. Advanced Report Types Simple Report  No Sharing with Other Users Simple Filters  Cannot publish as Web Service  No Related Business Object fields

Advanced Report

 Can Share with Other Users Complex Filters – Prompting Publish as a Web Service  Access to Related Business Object fields (child tables)  Filtering on Related Business Objects

Report Types

ď&#x192;&#x2DC; Workday Report Writer provides the

following report types for creating

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custom reports and custom analytic solutions. In this course, we will cover

Simple, Advanced and Matrix report types.

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Contextual Reporting

 Contextual Reporting in Workday is a key resource when you know the data, but not the meta data.  When viewing the data you’re interested in, select Reporting from the related action icon  You will find 3 main contextual reporting choices.

Sorting

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 The Sort tab on the report definition allows you to control the order in which data will be presented and grouped.

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This step is optional.  If no sort/group criteria are specified, the report will sort the data based on the first (leftmost) column

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Filtering

ď&#x192;&#x2DC; The Filter tab on the report definition allows you to specify how you want to

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filter the primary business objects for the report beyond your data source. ď&#x192;&#x2DC; This step is optional. If no filter criteria are specified for a report, all instances from the data source will be included in the report. ÂŠ 2020 Workday Training Online

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Associated With Business Object

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 All Authorized Users, i.e., any user in a permitted security group the report’s data source

Sharing Reports

 Specific Authorized Groups, i.e. specific security groups permitted for the report’s data source  Specific Users, i.e. specific users with security groups permitted for the report’s data source

Worklets

Calculated Fields and Custom Fields

 Calculated fields allow users to perform simple arithmetic, date calculations, text manipulation, logical expressions, retrieval of related data, formatting and transformations of their existing data.  Custom fields allow you to enter, maintain and report on additional data not managed in Workday.

The Workday Calculated Field Pyramid

 The Format Date function extracts the year, year-quarter, and yearmonth from a date and formats it as a text field.

Format Date

 It can also extract and format fiscal period, fiscal year, fiscal yearperiod, and date-time fields.  This function enables you to determine higher level time periods from a date

Data Difference  The Date Difference function computes the number of days, months, years, hours, minutes or seconds between two date or date time related field types.

 The start date is subtracted from the end date. The results are rounded down to the nearest whole number depending on the calculation type selected.

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Evaluate Expression

 The Evaluate Expression function groups and transforms data. It evaluates a series of conditions and returns the value associated with the first condition that is true.

 At run time the function applies the default value and then starts testing conditions starting with the first condition defined.

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Lookup Date Rollup  The Lookup Date Rollup is a calculated field function similar to Format Date that is primarily targeted for Financial Composite Reports.  When created, it will return a single instance field type that can be used in Composite Reports for Control field groupings.

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Concatenate Text  The Concatenate Text function concatenates one or more text (or single instance) fields together and returns a text field type.  Special characters that are commonly used when concatenating fields are provided by Workday as global text constants.

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Intermediate Calculation

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 This checkbox drives whether the calculated field will show in main field prompts or not.

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 If checked as intermediate, it will NOT show in main prompts, and if not checked as intermediate, it will show in main field prompts.

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Substring Text  The Substring Text function extracts the specified portion of the text within a field.  You can use the Substring calculated field function to extract a substring from a text or single instance field. Substrings can be based on fixed positions or delimiters.  You can also designate whether to search a string forward or backwards.

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Text Length

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 Text Length returns the length of either a text field or a single instance field.  It typically is used as filter criteria in a custom report to list any employees whose data will be truncated during an integration.

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Workday Training Online Workday Training Online provides in-depth functional skills in the field of this cloud-based ERP training software. We are giving training for various modules of Workday like Workday HCM, Integration, Finance, Reporting, Payroll, and Studio Training and more. Our trainer guided over 20,000 students who have been placed in reputed organizations.

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