Podcast
Questions and Answers
What is the purpose of Lookup Organization?
What is the purpose of Lookup Organization?
- To group workers by their geographical location
- To categorize objects based on their creation date
- To group workers by their level in the organizational hierarchy (correct)
- To track the performance of employees in real-time
How can Lookup Hierarchy be utilized?
How can Lookup Hierarchy be utilized?
- By categorizing objects by their operational status
- By grouping objects by a specific level or node in a defined hierarchy (correct)
- By analyzing the financial performance of each department
- By grouping workers based on skill level
What can you achieve by using Lookup Organization?
What can you achieve by using Lookup Organization?
- Define groups based on location and employee performance
- Sort employees by their tenure with the company
- Assess employee skills
- Group workers specifically by their organizational level (correct)
Which of the following is incorrect regarding Lookup Hierarchy?
Which of the following is incorrect regarding Lookup Hierarchy?
In what scenario might you use ‘level 2’ in Lookup Organization?
In what scenario might you use ‘level 2’ in Lookup Organization?
What distinguishes Lookup Hierarchy from Lookup Organization?
What distinguishes Lookup Hierarchy from Lookup Organization?
Which of the following is NOT a valid level for grouping in Lookup Organization?
Which of the following is NOT a valid level for grouping in Lookup Organization?
What is a possible outcome of utilizing Lookup Organization?
What is a possible outcome of utilizing Lookup Organization?
What is necessary for a user to access the landing page or dashboard?
What is necessary for a user to access the landing page or dashboard?
Which statement is true regarding the worklet in relation to user access?
Which statement is true regarding the worklet in relation to user access?
Which of the following statements correctly describes the purpose of the configuration in the report definition worklet?
Which of the following statements correctly describes the purpose of the configuration in the report definition worklet?
In what scenario can the worklet appropriately secure a landing page?
In what scenario can the worklet appropriately secure a landing page?
Which challenge may arise when a user attempts to access a report through the worklet?
Which challenge may arise when a user attempts to access a report through the worklet?
What action should be taken to configure worklets at the tenant level?
What action should be taken to configure worklets at the tenant level?
Which report is being added as a worklet according to the provided instructions?
Which report is being added as a worklet according to the provided instructions?
What size option should be selected for the worklet?
What size option should be selected for the worklet?
Who is required to be included in the Share settings for the report?
Who is required to be included in the Share settings for the report?
Which action indicates the completion of saving a shared report?
Which action indicates the completion of saving a shared report?
What is the first step in accessing the worklet as Steve Morgan?
What is the first step in accessing the worklet as Steve Morgan?
Which group should NOT be included when sharing the report?
Which group should NOT be included when sharing the report?
What does the 'Required for Groups' field indicate?
What does the 'Required for Groups' field indicate?
What is the first action to be performed after signing in as Logan McNeil?
What is the first action to be performed after signing in as Logan McNeil?
What specific report is being generated in the task?
What specific report is being generated in the task?
What is the purpose of entering '3 Years Ago' in the report parameters?
What is the purpose of entering '3 Years Ago' in the report parameters?
In which section should you select the recipient for the alert notification?
In which section should you select the recipient for the alert notification?
What detail must be entered for the recipients field?
What detail must be entered for the recipients field?
What action should be taken after reviewing the report output?
What action should be taken after reviewing the report output?
What task is included in the task section when configuring the alert?
What task is included in the task section when configuring the alert?
What is the last action performed before stopping the proxy?
What is the last action performed before stopping the proxy?
What is the main restriction outlined in the content regarding the reproduction of the book?
What is the main restriction outlined in the content regarding the reproduction of the book?
Which email address is mentioned in the printing section of the content?
Which email address is mentioned in the printing section of the content?
In the Report Prompts grid, how many times should the Add Row icon be selected?
In the Report Prompts grid, how many times should the Add Row icon be selected?
What task is instructed to run in the search field following the notifications?
What task is instructed to run in the search field following the notifications?
What is indicated about the reports available to Steve?
What is indicated about the reports available to Steve?
What is required to run the task after entering the search box?
What is required to run the task after entering the search box?
How is the act of reproduction described in the content if prior permission is not obtained?
How is the act of reproduction described in the content if prior permission is not obtained?
What does 'Printed by' indicate in the context of the document?
What does 'Printed by' indicate in the context of the document?
What should you select in the Report Output Sharing Options to include specific users?
What should you select in the Report Output Sharing Options to include specific users?
Which step follows initiating the background process after selecting OK?
Which step follows initiating the background process after selecting OK?
What file format is the Customer Invoice Detail saved in for download?
What file format is the Customer Invoice Detail saved in for download?
What action is required to view results after opening the Excel file?
What action is required to view results after opening the Excel file?
Which action is needed to change the sheet tab name in Excel?
Which action is needed to change the sheet tab name in Excel?
What is the purpose of selecting the Customer Invoice Detail tab after opening the file?
What is the purpose of selecting the Customer Invoice Detail tab after opening the file?
What message appears regarding the use of the printed content?
What message appears regarding the use of the printed content?
What happens when you select OK to launch the scheduled background process?
What happens when you select OK to launch the scheduled background process?
Flashcards
Lookup Organization
Lookup Organization
Groups workers by their level in an organizational hierarchy.
Lookup Hierarchy
Lookup Hierarchy
Groups objects by level or node in a defined hierarchy.
Organizational level
Organizational level
A specific rank or position within a company's structure.
Worklet Security Permissions
Worklet Security Permissions
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Landing Page/Dashboard Access
Landing Page/Dashboard Access
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Custom Report Access
Custom Report Access
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Add Worklet
Add Worklet
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Customize Dashboard
Customize Dashboard
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Share Worklet
Share Worklet
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Authorized Groups
Authorized Groups
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Proxy
Proxy
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Worklet Size
Worklet Size
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Dashboard Prompt Sets
Dashboard Prompt Sets
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Custom Dashboard
Custom Dashboard
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Configure Birthday Alert
Configure Birthday Alert
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Copy Custom Report
Copy Custom Report
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WDINST RW Employees Need a Raise
WDINST RW Employees Need a Raise
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Report Parameters
Report Parameters
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Last Base Pay Increase - Date
Last Base Pay Increase - Date
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Request Compensation Change
Request Compensation Change
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Recipients
Recipients
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Notification Subject
Notification Subject
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Alert Notification Details
Alert Notification Details
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View Alert Report
View Alert Report
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Credit Card Transactions Not Expensed Alert
Credit Card Transactions Not Expensed Alert
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Share Report Output
Share Report Output
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Background Process
Background Process
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Output Files Tab
Output Files Tab
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Customer Invoice Detail Excel
Customer Invoice Detail Excel
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Enable Editing (Excel)
Enable Editing (Excel)
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Sheet Tab (Excel)
Sheet Tab (Excel)
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Rename Sheet (Excel)
Rename Sheet (Excel)
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Refresh Background process
Refresh Background process
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Report Generation
Report Generation
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Add Row Icon
Add Row Icon
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Report Prompts Grid
Report Prompts Grid
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Saved Filter
Saved Filter
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Report Group Definition
Report Group Definition
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Company for Financial Reports
Company for Financial Reports
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Period for Reports
Period for Reports
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Search Box
Search Box
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Share Tab
Share Tab
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Notifications Icon
Notifications Icon
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My Reports
My Reports
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Stop Proxy Task
Stop Proxy Task
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Output Type
Output Type
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Study Notes
Advanced Reporting and Analytics Course Manual
- This material is for enrolled students only
- Further sale, alteration, reproduction, or distribution is strictly prohibited
- Electronic format printing is for personal study only
- Copyright infringement and disciplinary action may result from violating the terms
Training Types
- Learn In-Person: Combines lectures, social learning, product demonstrations, and interactive activities in a training tenant
- Learn Virtual: Instructor-led online training with interactive activities, enabling webcam interaction with instructor and other students
- Learn Independent: Self-paced online training using videos and job aids, supplemented by e-job support
- Learn On-Demand: Subscription to self-paced training with support materials like eBooks, videos, and activities in a Workday training tenant.
eBook Basics
- Access course manuals through VitalSource Bookshelf app or website
- Features include highlighting, note-taking, copying text, creating flashcards, and read-aloud functionality
eBook Navigation and Features
- Back to Library: Returns to the Bookshelf view (upper-left corner in browser)
- Open/Close: Opens or closes margins (on side of screen)
- Table of Contents: Displays or hides the table of contents
- Search: Searches across the entire manual; or within the Table of Contents
- Reader Preferences: Configures display options (zoom, page view, night mode), highlight options (colors, fast highlighting, sharing)
- Workbook: Displays, bookmarks, notes, highlights, and flashcards
- Bookmark: Saves a bookmark to a specific page, displayed in the Workbook
- Options: Enables printing and a read-aloud (if available) feature.
- Note: The arrow symbol is often used, particularly in activity sections.
Workday Advanced Reporting and Analytics
- Course objectives cover creating and configuring matrix reports, adding analytic indicators and charts, enabling custom reports and custom dashboards, and designing reusable reporting and dashboard applications.
- The course aims to create efficient and reusable reporting/dashboard applications.
Other topics
- Contains a detailed chapter outline including numerous activities and exercises covering various report types.
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Description
Test your understanding of Lookup Organization and Lookup Hierarchy with this quiz. Explore questions regarding their purposes, scenarios for use, and distinctions between the two. Determine your knowledge about user access and challenges related to these concepts.