Workday Advanced Reporting and Analytics PDF

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Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. workday. EDUCATION ================== Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisher\'s prior permission. Violators will be prosecuted. Learn more about avanawe ning opportunities on Workdaysommunity:.://community.workday.com/trainirs[ ] EBOOK BASICS ------------ +-----------------------+-----------------------+-----------------------+ | Icon Feature and | | | | Navigation | | | +=======================+=======================+=======================+ | | | Open/Close margin (if | | | | t side Of screen). | +-----------------------+-----------------------+-----------------------+ | | | | +-----------------------+-----------------------+-----------------------+ | | | Enter a term e Search | | | | Contents field to | | | | search Table of | +-----------------------+-----------------------+-----------------------+ | | | | +-----------------------+-----------------------+-----------------------+ | | Workbook | | | |  | | +-----------------------+-----------------------+-----------------------+ | | | | +-----------------------+-----------------------+-----------------------+ | | | Open book options | | | | (Table of Contents | | | | left panel). | +-----------------------+-----------------------+-----------------------+ CONTENTS ======== Description\.....„\...\...\..... ---. ---. --- ---. --- 13 Percent Of Column Total.29  Activity 1.3 - Calculate Percent Of TOW. 31 Activity Answers --- Create a Matrix Report..62 Enable a Report as a Worklet\...\...\...\...\...\...\...\...\...\...\....„..108 „ 142 Menus and Announcements.. --- 142 Steps\.....162 m 164 Workday Alerts...,\.....165 10 Advanced Reporting and Analytics Conf&nnal 2023 Workday. hc\_ Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. Activity 4.7 - Report Bursting.. m 192 Chapter 4 Knowledge Check Answer Key. \...222 Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. WORKDAY ADVANCED REPORTING AND ANALYTICS ======================================== ----------------------------------- DESCRIPTION ----------------------------------- CHAPTER 1 - BUILDING MATRIX REPORTS =================================== ---------- OVERVIEW ---------- Matrix reports are ly suited for. The main construct of a matrix involves: - Grouping instances of twe primary business object to define the initial summary matrix in row and column groupings. - Summarizing aggregations for each grouping. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. - Drilling into the summarizations for further analysis. Report users can view tie data by other fields and access detail data behind the summarizations. ACTIVITY 1.1 - MATRIX REPORT EXAMPLES ===================================== 1. Sign in as Logan McNeil (Imcnei/) 2. Run the Resource Bench custom report (a report that counts Workers by Job Profile). 3. Filter the Job Profile column by Shipping & Receiving Associate 4. Hover over the Count number, select the Arrow next count value for the Job Profile, and view by Manager. 5. Notice the table displays how many workers to each manager. 6. Select the Arrow next to one of the worker count values and view by ManagemeRt Level. 7. Notice the table now displays the level of the workers. 8. Press the \[Esc\] key to dose pop-up window. A report may group com es by organization. In this the groupings are by: 1. 2. 3. 4. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 5. 6. 7.  When configuring a matrix report definition, first define the summary matrix for the report under the Matrix tab. Define row and column groupings and configure how you want to summarize the primary business object for your report Row and column groupings are the starting summary matrix for the report. row grouping and one summarization. A grouping may be a single instance, text, Boolean, date, or numericfield. You may use nested levels by grouping more than one dimension. Column groupings are For each grouping, specify a sort option. By default. totals order). Alternatively, you can sort alphabetically, based on alogical sort, or based on a defined field value group. Matrix reports allow you to configure summarizations for your reports numeric or curiency data. The Summarization Type enables you to specify the aggregation method applied tethe field. The results of the aggregation method are displayed in the matrix cells of the report output. The default summarization type is Count. Summarization options include: Term Definition ----------------- ------------------------------------------------------ Average Averages the values Of a field for defined grouping. Adds the values of a field for defined grouping. [Fields for Data Source] report or preview the field. Then. expand the Indexing Information section to determine if the system indexes a given field for Aggregation. If not, you will notice a performance alert (not error) in the report. Performance improves when indexed fields are at the top Of the group by list.  using the Calculation summarization type enables you to perform calculations on summarized numbers and corresponding totals; You can compute and display ratios, percentages, and averages as they relate to summarized values. When you select the Calculation summarization type, chcnse an existing surnmary calculation for the report or create a new summary calculation for the report.  OUTPUT FORMATTING OPTIONS The output of a matrix report is configurable. You can modify the formatting of rows and columns, as well as what to include when drilling into the details of the report output.  - Number (\#) of trips for each airline and number of distinct workers - Lowest. highest, average, range of cost, and total airfare by airline - Rows for the top 10 most used airlines Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. +-----------------------------------+-----------------------------------+ |  | --------------------------- -- | | | -- | | | Report Type | | | | | | Optimized for Performance | | | --------------------------- -- | | | -- | +-----------------------------------+-----------------------------------+ 4. Select OK. 5. Confirm that the Data Source Filter is Direct Expense Report Lines Filter. 6. On the Matrix tab, find the Row Grouping grid. In the Group by Field. select Airline for Expense Report Line.  7. In the Sort Rows column, confirm that Row total - Descending defaults. 8. In the Label Override field, enter Aldine. 9. Scroll down to the Define the Field(s) to Summarize section and define the following summarizatims: Summarization Summarization Field Label Options Type Override +-------------+-------------+-------------+-------------+-------------+ | | | | | | +-------------+-------------+-------------+-------------+-------------+ | | | | | Currency | | | | | | Symbol | +-------------+-------------+-------------+-------------+-------------+ | | | | | | +-------------+-------------+-------------+-------------+-------------+ | | | | | | +-------------+-------------+-------------+-------------+-------------+ | | | | | | +-------------+-------------+-------------+-------------+-------------+ | | Company Ba | | | | | | rrency | | | | +-------------+-------------+-------------+-------------+-------------+ | | Base | | Symbol | | | | Currency | | | | +-------------+-------------+-------------+-------------+-------------+ 10. Add another row and-elect Calculation as the 11. In the SummariÅu6n Field column. select Create \> Create Summarization Calculation for Report. 12. In the Fie Name field. enter WICTMin/Max 15. Enter the following: Field Name Entoalue currency -- ---------- Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 16. In the Arithmetic Expression grid, add a second row. 17. Define the Arithmetic Expression as follows: Summarization Type Summarization Field Operator \- (Subtract) -- -- --------------- Field Name Entry Value Field Na Entry Value -------------------- 25. Select Run to view output. An alert will display when saving the report due to filtering on a nonindexed field when using an indexed data source. 26. In the Company field. select Global Modern Services, Inc. (USA)  27. Select OK. 28. Review the report output. A. B. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. ACTIVITY ANSWERS - GROUP AND SUMMARIZE DATA Task - Complete Worksheet  ------------------------------------------------------- MAXIMUM NUMBER OF ROWS/COLUMNS ------------------------------------------------------- You can control the maximum number of grouping values to display in the report output. The default number is 250 for row groupings and 20 for column groupings. When setting a maximum, the values that display depend on the configuration of the sort order. matrix report to compute and display a percentage of a column. a row, or an overall total.hhe system applies a percent of total calculation as an option to a given summarization. Include a percentage of total calculation by adding a row to the Define the Fie\'.Summarize section and specifying\' percent Of total in the Options column.   PERCENT OF OVERALL TOTAL ------------------------ -- -- -- -- -- ------------------------- --  -- -- -- -- -- ------------------------- -- Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. ACTIVITY 1.3 - CALCULATE PERCENT OF TOTAL ----------------------------------------- 1. Sign in (or Start Proxy) as Teresa Serrano (tserrano). 2. Edit the WICT RW Airfare Analysis report definition. 3. Confirm that the Sort Rows selection for Airline for Expen Report Line row grouping is Row total - Descending. 4. In the Maximum Number of Rows field, enter 10. 5. Scroll down to the Define the Field(s) to S rize grid. Add a row below the \# Count row and enter the following information: Summarization Label Override Format ### Type Field Count % Of Trips Percent Of Column Total 6. 7. 8. 11. In the Other row, select the valg&in the % Of Trips column. 12. Drill down further by seleciihg Travel Destination for Expense Report Line in the View by: field at the top and Selecting Refresh. Explore the report output further. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. ------------ DRILL DOWN ------------ ### DRILLABLE FIELDS Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 8. Select OK to save the updated report definition. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 9. Select Run to view the report output 10. In the Company field. select Global Modern Services, Inc. (USA) 11. Select OK. 12. In the Air Canada row, in the \# of Trips summarization, select the amow. 13. In the View By section, Select the Travel Destination for Expense Repott Line drillable field. Now, the systern groups the data by destination. 14. In the Criteria above the grid. in the and then by\" pull-down. Jo\"rofile 15. Select Refresh. Now, the System groups the data by Travel Dest and then by Job profile. 16. Select the X to close the Drill Down window. 17. In Southwest row, in the \# of Trips summariz , select the arrow. 18. Select View Details. Worker. Airline, Exp port. and Amount display. as configured in the Detail Data grid on the Drill Down tab of the report definition. yen also drill into the detail data by selecting directly on a summarization value. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. ------------------------------------------------------------- AGGREGATE VS, DETAIL DATA SECURITY - CONDITIONAL ROLEÆ3ASED ------------------------------------------------------------- - Advanced Reports (when you select \'Summarize Detail Rows\") - Composite Reports - Matrix Reports - Trending Reports Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. ------------------------------------------------------------------ DISABLE DRILLING AND OVERRIDE DETAIL DATA ------------------------------------------------------------------ ### DISABLE DRILLING Option Outcome ----------------------------------------- -- -- Disable all drilling for the report Disable drill to details for the report OVERRIDE DETAIL DATA  use the following steps ne detail data overrides: 1\. From tie definition\'s Matrix tab, navigatothe Define tie Field(s) to Summarize 3. Select Create \> Create Detail Override. 4. Define the detail data colu\@ns and select OK to save. 5. When a user drills into e details of that summarization from the report output, they will notice the fields defined in the override, not the ones on the Drill Down tab. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 2. 3. 11. In the Columns grid, addrtwo rows. In the Field section. select Cost Center and Expense Report Date. 12. In the Instances to be Displayed section, select Instances where condition is true Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 13. Select Worker Paid (an existing Boolean field). 14. Select OK to save the Detail Data Override. 15. In the Define the Field(s) to Summarize section for WICT Min/Max Range, go to the Optims column. 16. Select the prompt and select Create \> Create Detail Data Override. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 11. Select OK to save the report definition. 12. Select Run to view the report output. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 13. In the Company field, select Global Modem Services, PLC. (UK). 14. Select OK. 15. For British Airways, select the arrow next to the \# of Workers summarization. 16. In the Drill-To Report Links section, select WICT RW Flights by Worker to run that report in a new window. A. B. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. Grouping or drilling by calculated fields or nonindexed fields Can i ance. +-----------------------+-----------------------+-----------------------+ | Term Definition | | | +=======================+=======================+=======================+ | Lookup Hierarchy | Roll up and | | | Rollup | step-through | | | | matr\@surnmarizations | | | | by defined hierarchv | | | | levels (vs. fiat by | | | | organization). | | +-----------------------+-----------------------+-----------------------+ | Lookup | Group workers by the | | | | level in an | | | Organization | organization | | | | hierarchy that themap | | | | to. You can only | | | | define leup | | | | Organization for | | | | worker or ernp!oyee. | | | | | | | | Example: Groupworkers | | | | by \'level 2\' of | | | | your location | | | | etarchy (e.g., North | | | | America \_ EMEA vs. | | | | Japan/APAC). | | +-----------------------+-----------------------+-----------------------+ | Lookup Hierarchy | Group objects by a | | | | level or node in a | | | | defined hierarchy for | | | | that object. | | | | Similarfyto Lookup | | | | Hierarchy, you can | | | | use L9kup | | | | Organization on an | | | | object for any | | | | defined hierar&.y | | | | structure. | | | | | | | | Ex%ple Group projects | | | | by a node irv\# | | | | project hierarchy | | | | (e.g„ | | | | Executive-sponsored | | | | projects vs. Speal | | | | Projects). | | +-----------------------+-----------------------+-----------------------+ |  | combination \"elds. | | | | | | | | Example: Evaluate and | | | | combine the Worker | | | | Type and Employee | | | | Type fields to group | | | | users Employees. | | | | Seasonal Employees. | | | | or Contingent | | | | Workers. | | +-----------------------+-----------------------+-----------------------+ | Extract Single | Extracts a single | | | Instance | instance from a | | | | multi-instance field. | | | | It does so based on | | | | the condition | | | | \"ecified for the | | | | related business | | | | object- | | +-----------------------+-----------------------+-----------------------+ Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. --------------------------------- SCENARIO --------------------------------- Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. for -- -- -- ----- -- -- The V\" Fields Data t using the Journal L\"es for Financial Reørting du source. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. ### FIELD VALUES GROUP Fieki val groups allow you to: Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 13. Leave the prompts blaoy-\"d select OK. 14. using the facet filters, select various management levels and locations to determine how the age group and worker type groupings change to display grouping values only where Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 1. 2. 7. On the ColumnCrouping grid. in the Worker Type rowi\'Yit€e Sort Columns column. select Sequencedefined in Field Values Group 8. Intheo column, select Valid Options \> WICTAll Worker Types (a preconfigured fieldy[ee]S group for the Worker Type field). Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. #### NESTED LEVELS Age  ----------------------------- ---------------------------------------- \'ow and groupi When configuri levels, consider: Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. ACTIVITY 1.8 - NESTED LEVELS ---------------------------- 1. Sign in (or Start Proxy) as Logan McNeil (Imcnei/). 2. Search for and edit the WICT RW Workers by Age Group and Worker Type report. 3. In the Row Grouping grid, select Gender as the second 4. Select Alphabetical - Ascending in the Sort Rows u for Gender. 5. Select OK to save the revised report definition. 6. Select Run to view the report definition. 7. Select OK to accept prompts 8. Filter by New York. Notice therows gender that displays. 9. From the report\'s Related ns, RWWorkers Age Group and Worker Type report. 10. use tt E arrow to movg the Gender row grouping to the first---ion 11. Select OK to sa updated report definition. Note the error. When using nested levels with field values groups on the second the first grouping must also use field valuesgroups. You can create a field values,group for Gender or change the order Of Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. ------------------------ SCENARIO (ON YOUR OWN) ------------------------ Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. ACTIVITY ANSWERS - CREATE A MATRIX REPORT ========================================= 1. 2. 3. Field Name Entry Value Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 14. In the Drillable Fields grid, add a row 15. In the Field column, select Supervisory Organization 16. In the Detail Data Columns grid, add three rows. 17. Enter the following information: FiOld Column Heading Override Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. ----------------- CHAPTER SUMMARY ----------------- - Matrix reports allow for grouping, aggregation, and interactive drilling across different dimensions. - There are many options for modifying the format of rows and columns to include maximums, field values groups, percent of totals, nested levels. and facet filters. You can configure drill down details to allow further insight into the data. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. B. C. D. E. A. Row Grouping B. Column Grouping C. Sort Order D. Filter c\. Values Groups Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. CHAPTER 2 - VISUALIZING DATA WITH ANALYTIC INDICATORS AND CHARTS ---------------------------------------------------------------- --------------------------------- OVERVIEW --------------------------------- - Add analytic indicators to visually categorize and represent the data. - Given a set of requirements. build a report that i visualizations to help you analyze the data. A clustered dl.art displaying the five airlines with the highest number Of trips. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. - Display ratings. - Monitor thresholds. - Illustrate progress. - Highlight data exceptions. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. - Checkmark or X represents true/false values. V Chünu\" - Status demonstrated as green. yellow. or red; or use a star-rating based on five stars. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. - You can define analytic indicato\"or advanced reports, for total lines on aggregated fields. - Only a matrix report displays analytic indicators on summarizations and in detail data.  The system evaluates the conditions in the order listed. The order may be important achieving the desired results since the systern does not allow users to create complex rules. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. ose out the Current Review Rating Sta p window ### Task 1. 2. 3. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 4. 5. 6. 7. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. ### ACTIVITY 2.2 - CREATE AN ANALYTIC INDICATOR 1. Sign in as Teresa Serrano (tserrano). 2. Edit the WICT RW Airfare Analysis report. 3. Scroll down to the summarizations grid. +-----------------------------------+-----------------------------------+ | 4. 5. | Airfare Indicator. | +-----------------------------------+-----------------------------------+ 6. For Visualization Type, select Status Green/Yellow/Red. 7. On tie Display Conditions grid. a 8. The system evaluates the conditions in the order listed. In order forike red diamond to display, you must \[ist that,wndition before the yellow triangle. Enter the following: Control Field ondition Condition ysGalization Help Text +-----------------+-----------------+-----------------+-----------------+ |  | | | | | | | | greater t | | | | | han | | | | | Red diamo | | | | | nd This a | | | | | mount exceeds t | | | | | he target. | | | | | ------------- | | | | | --------------- | | | | | ----- --------- | | | | | --------------- | | | | | -- -- --------- | | | | | -------- ------ | | | | | --------------- | | | | | ------------ | | | | | Extended Amou | | | | | nt in Gpmpany B | | | | | ase greater t | | | | | han or equal to | | | | | Yellow tr | | | | | iangle | | | | | | | | | | | | | | | or | | | | | | | | | | Green cir | | | | | de | +-----------------+-----------------+-----------------+-----------------+ 9. Select OK to save the indicator. 10. Select OK and Run  11. In the Company field, select Global Modem Services, Inc. (USA). Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 12. Select OK to review the results. A. B. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. ----------------------------------- SCENARIO (ON YOUR OWN - OPTIONAL) ----------------------------------- #### Logan wants to add visualizations to an existing Project Status report. Including an analytic indicator for the project Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 16. 17. 18. 19. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 20. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. -------- CHARTS -------- Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 9. 10. 11. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 12. 13. 14. 15. 6. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. Activity Complete ------------------- Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. -------------------------------------------------- ADVANCED CHARTING OPTIONS -------------------------------------------------- Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 1. Access the Output tab of the report definition. 2. Select Chart Options. 3. Select Target Line. 4. Select Display one target line for all groups and enter value. 5. Provide a Target Line Label if necessary. 1. In the Define the Field(s) Summarize section of the Matrix tab, include at least numeric or currency field to summ and one numeric or currency field as a target line. 2. Specify use as Target Line e options column to use the su as the target- 3. Select the Output tab,ind select Chart Options. 4. Select Target Li 5. Select Di multiple target lines for each VERTI & HORIZONTAL AXIS SCALE Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. ADVANCED CHART PTIO =================== Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. ACTIVITY 2.5 - ADD A COLUMN CHART --------------------------------- 1. Sign in as Teresa Serrano (tserrano). 2. Edit the WICT RW Airfare Analysis report. 3. Select the Output tab. 4. In the Output Type field, select Chart and Table. 5. Expand the Chart Options section. 6. Confirm that the Chart Type is Column Clustered 7. Select 0K and Run. 8. In the Company field, select bal Modern Services, Inc. (U 9. SelectOK A. B. Task. the Chart 1. From the re-pores Related Actions, select Custom Report\> Edit. 2. Select the Outputtaboo^e^ 3. Expand the Chart Options section. 4. In the Metrics to Include field, remove all metrics except for Metric 4 (Lowest Airfare). Metric 5 (Highest Airfare), and Metric 6 (Average Airfare). Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 5. Expand the Top n Values section and confirm that the Top n Field is Metric 1. 6. In the Top n Values field, enter 5. 7. Clear the Sum Remaining Values checkbox. 8. Select OK to save the revised report definition. 9. In the Options field. select Do yet Display Chart Totals. 10. Select OK to save the rev!9ed report definition. 12. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 13. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. ------------------------------------------------------ CHOOSING THE RIGHT CHART TYPE ------------------------------------------------------ - Donut Chart Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. - Stacked Column/Bar 100% Column/Bar Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 96 Advanced Reporting and Analytics Conf&nnal 2023 Workday. hc\_ Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. ------------------------ SCENARIO (ON YOUR OWN) ------------------------ Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. ACTIVITY 2.6 - VISUALIZE CUSTOM REPORTS BY CHART TYPE (OPTIONAL) ---------------------------------------------------------------- 1. Create a matrix report named WICT RW Custom Reports by Chart Type. 2. Group custorn reports by the following fields: A. B. 3. Show counts for each grouping. 4. Provide ability to drill into counts by Source and Report Type. 5. Show the following fields for ils: C. D. E. Answer the following questions building the report: 1. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 2. 3. 4. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. ACTIVITY ANSWER - VISUALIZE CUSTOM REPORTS IN TENANT BY CHART TYPE ================================================================== 1. Sign in as Logan McNeil (Imcneil). 2. Access the Create Custom Report task and enter the following: Field Name Entry Value Field ---------------------------- Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 13. In the Output Type field, select Chart and Table. 14. Expand the Chart Options section. 15. In the Chart Type field, select Donut Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. ----------------- CHAPTER SUMMARY ----------------- - use analytic indicators to visually categorize and represent data in your report output. - The chart options available for a report depend on the configuration of the report definition and the chart type specified. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. CHAPTER 3 - WORKLETS AND DASHBOARDS ----------------------------------- -------------------------------- OVERVIEW -------------------------------- - Refresh: Refresh the data manually. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. - Edit Settings: Modify the report prompts if there are any available. - Restore Default Settings: Retum to the default settings, if any. More Information: View help text, if configured. - View More: Retum the report configured in the Maximize Report Options field.  Download to Excel: Save the report to an Excel workbook. ENABLE A REPORT AS A WORKLET ============================ Field Description ------------------- ---------------------------------------------------------- -- Available on Worklet Icon Specify options for the table border or column headings. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted.  O [O] ========================================= Prompts --------- -- -- Report s Workht Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. - Remove any columns? - Indicators?  Heading overrides? - son? Filter? Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 2. In the Report Name field, select Expense Reports without Attachments. 3. Select OK. 4. Name the report WICT RW Expense Reports without Attachments. 5. Select OK. 6. From the Columns tab, remove the Attached Receipt Images row. 7. Configure the Columns grid as follows: Field Column Heading Override Options 13. Select the Filter 14. Edit the +-----------------------------------+-----------------------------------+ | | greater than or equal to | | | | | | -- -- ------------------------- | | | - -- -- | | | | | | | +-----------------------------------+-----------------------------------+ 1. Add another row just below the you updated. FiOld Operptor C omparison Type Comparison Value -- -- ------------------------------- -- Prompt the user for the value -- -- ------------------------------- -- 112 Advanced Reporting and Analytics Conf&nnal 2023 Workday. hc\_ Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 17. 18. 19. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. USER-LEVEL VS. TENANT-LEVEL WORKLET CONFIGURATION ------------------------------------------------- - You aNOW the worklet for that landing page or dashboard. Notice the -Available on^e^ configuration in the report definition/worklet options. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. - The worklet (custom report) owner shares with security groups. ------------------------------- ------------------------------------------------------------------ -- This field specifies the security group that can to the worklet. You can only configure custom ------------------------------- ------------------------------------------------------------------ -- Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Requirement  -------------------------------------------------------------------------------------------------------------------------------------------------- -- The user can access the landing or dashboard. The user can access the worktet (i.e., The report owner shared Custom report with the user or theuSer is the report owner). The worklet has Secüåty permissions for that landing page dashboard. Notice the -Av on\" configuration in the report definition worklet options. 11. Sign in or proxy as 12. Select the Menu buttoåbn the Home page. 13. Select the Add Apps button. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 14. Search for the WICT RW Expense Reports without Attachments worklet. Why is Logan unable to add this worklet to her Home page? Complete the table: +-----------------------+-----------------------+-----------------------+ | | | | +-----------------------+-----------------------+-----------------------+ | The worklet has | | | | security permissions | | | | for that landing page | | | | or dashboard. | | | +-----------------------+-----------------------+-----------------------+ | | | | +-----------------------+-----------------------+-----------------------+ 1. 2. 3. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 4. 5. +-----------------------------------+-----------------------------------+ | Notice the Available on\" | | | configuration in the report | | | definition worklet | | +-----------------------------------+-----------------------------------+ Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 6. Requirement Yes/No The user can access the landing page or dashboard. -------------------------------------------------------------------------------------------------------------------------------------------------- -- The user can access the worklet (i.e., The owner Of the custom report shared report with the user or the user owns the report). The worklet has security permissions for that landing page or dash\". Notice the \"Available on\" configuration in the report definition worklet The user can access the landing page or board -------------------------------------------------------------------------------------------------------------------------------------------------------------- -- -- The user can access the worklet (i owner Of the custom report shargthe report with the user or the user owryåhe report). The worklet has security permissions for that landing page or dashbOrd. Notice the \"Available on\" configuration irithe report definition worklet options.V ---------------------------------------------- ----- -- The user can access the landing page or dash yes ---------------------------------------------- ----- -- Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. Requirement Yes/No Is the report shared with security groups? ------------------------------------------------------------ -- Is the worklet allowed for that landing page or dashboard? Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. --------------------------------- SECURITY --------------------------------- Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. ----------------------------------------------- -- -- -- -- Select the Share tab.  ----------------------------------------------- -- -- -- -- 9. From the Columns tab, ii€ihe Expense Report Payee Options column select Do Not Show On Worklet. TO save space, you can use this option. The option will not show a column when running the report in the worklet. However, if the report runs outside of the worklet, all columns will show. 10. Select OK to save the report definition. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 11. Select Run to view the report definition. 12. Keep the default prompt values. 13. Select OK. 14. Access the Maintain Dashboards report. 15. Scroll down to the Auditor Workday-delivered dashboard, and select Edit. 16. Expand the Worklets section. 18. 19. 20. 21. ### Task \#2: Test Access 1. Start Proxy as Charies (cbradley), a member of the Fina Åuditor security group. 2. From the select the Menu button. 3. Sew Das \> Auditor to display the Exper\" without Attachments 4. On T RW Expense Reports without A\#åehments report, select Configure (gear 7. Select Done. Notice the ates to reflect this date range. 8. At the bottom Of the RW Expense Reports without Attachments report. select View More\... to run the report outside of the worklet. Why do all columns display? 9. Select 0K. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 10. Stop Proxy. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. --------------------------------- SCENARIO --------------------------------- - View the dashboard settings. - Create a new custom dashboard via the Create Custom Dashboard button. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. -------------------- -- Remove Worwet from -------------------- -- - [Enable Worklet for Dashboards]: Add delivered worklets to a custom dashboard. Remove worklets from dashboards. +-----------------------------------+-----------------------------------+ | | | +-----------------------------------+-----------------------------------+ | | | +-----------------------------------+-----------------------------------+ | | | +-----------------------------------+-----------------------------------+ | Worklets Allowed | | +-----------------------------------+-----------------------------------+ Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. ---------- -- Tab Name ---------- -- Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 3. select OK 4. In tie Name field, enter WICT RWHeadcount by Cost Center. 5. Select OK. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 6. Select the Output tab. 7. Expand the Worklet Options section. 8. Enter the following information: 2. Filter for the WICT CoSVCenter Dashboard and select Edit 3. Select Add to add a dashboard tab. 4. In tie Tab Name field, enter Headcount. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 5. Expand the Worklets section. 6. Select the Add Row icon to add a row. In the Worklet column. select the prompt \> All. Notice how the only worklet available to add is the one you configured for the custom dashboard. You Can configure worklets at the tenant level if you share the worklet. 7. Add the WICT RW Headcount by Cost Center report as a worklet. The Required for Groups field autopopulates with the groups with whom you shared that report. 8. For the Worklet Size pull-down, select 2x. 9. Select Done. 1. Start proxy as Steve Morgan (smorgan). He can the worklet as a member of the Chief Executive 2. From the Menu. open Dashboards and Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. ### DASHBOARD PROMPT SETS Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 10. Select the Share tab. 11. Select Share With specific authorized groups and users. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 12. Add the following authorized groups: Chief Executive Officer, Chief Financial Officer, and Chief Human Resources Officer. 13. Select OK to save the report. 23. From the Share tab. select Share specific authorized groups and users. and include the following authorized groups: Chief Executive Officer, Chief Financial Officer, and Chief Huma\"esources Officer. 24. Select OK to save the Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 1. 2. 3. 4. 5. 6. 7. 8. Default Type Default Value -- ---------------------------- -- -- Specify Value Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. Prompt Field Default Type Default Value Required -- ----------------------- -- -- Specify Default Value -- ----------------------- -- -- 1. 2. 3. 4. 5. 11. You change the ordVr that the dashboard tabs appear. Hover-over the Financials tab. A reorder icon (up and down arrows) appears. Select and drag the Financials tab to be below the Headcount tab. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 12. Select Done. 1. Start Proxy as Steve Morgan (smorgan) - a member of the Chief Executive Officer security group. He can access the dashboard and the worklets. 2. Access the WICT cost Center Dashboard. 3. GO to the Financials tab and notice the prompt set at the top Of the da\"ardtab. Notice the system displays the data for the selected start and end dates. For example, take note the total amount in the WICT RW Expenses by Cost Center report Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. - A rule to target a specific audience using the [Create Announcement Rule] task. - An image or video to display with the message.  An expiration date for the announcement. +-----------------+-----------------+-----------------+-----------------+ | | | | | +-----------------+-----------------+-----------------+-----------------+ | | | | | +-----------------+-----------------+-----------------+-----------------+ | | Specify who the | | | | | message is from | | | | | enter a message | | | | | title. | | | +-----------------+-----------------+-----------------+-----------------+ | | | | | +-----------------+-----------------+-----------------+-----------------+ | | | | | +-----------------+-----------------+-----------------+-----------------+ | Video | | | | +-----------------+-----------------+-----------------+-----------------+ | ustom | Select an | | | | | option for g | | | | | direct links in | | | | | the | | | | | announcement | | | | | to: | | | | | | | | | | Tasks | | | | | enabledvor each | | | | | specific | | | | | dashboard or | | | | | landing page | | | +-----------------+-----------------+-----------------+-----------------+ | | | | | +-----------------+-----------------+-----------------+-----------------+ Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. ### ACTIVITY 3.7 - CONFIGURE MENUS AND ANNOUNCEMENTS 1. 2. 3. Name ------------- -- -- URL Description 4. Task \#2: Configure Menu  1. Run the hboards report. 2. Filter for the Report Administrator dashboard, and ect Edit. There are several tasks already configured on this dashboarc!änd its menu. 3. e Menu section. 5. 6. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 1. 2. 3. 4. 1. At the top Of the page. select the Announcements tab. 2. select Edit. 3. Select the Add Row icon to add an announceme 4. Enter the following information: Field Value A. B. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. C. D. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. ------------------------ LIMITS AND PERFORMANCE ------------------------ Example limits include:  - Home: The first 20 configured worklets display, starting with required worklets. - Workbench: The first 12 configured worklets will display, start\"Vwith required worklets. Dashboards: You can configure six dashboard tabs, each wittVa maximum of six worklets. The first six worklets display, starting with requi worklets. - Add nonindexed fields to age;ort without negatively performance. - Create calculated fields\"fa report without negatively impacting performance. - No need to rebuild your reports; After extending a data source, easily edit any reports using that data source to add the newly indexed fields. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 1. 2. - - Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. - - - 150 Advanced Reporting and Analytics Conf&nnal 2023 Workday. hc\_ Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. ### ACTIVITY 3.8 - ALTERNATIVES 1. Sign in (or Start Proxy) as Logan McNeil (Imcneil) 2. At the top left of the page, select Menu \> Dashboards \> nefits Dashboard. The Monthly Benefit Provider Premiums and Enrollments-healthcare worklets take longer than 30 seconds to load and therefore do not dis ay. 2. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Field Name Entry Value Worklet Name ---------------------- -- Dashboard Remove Configuration 3. 4. 5. 6. 7. 8. 7. Select OK to save the repor%einition. 8. Select Run to view output with the default report prompts. Notice the reports (listed as executables) that Logan can run for given report tags. 9. From the search box. run Maintain Dashboards to configure this worklet as a recommended worklet on the Benefits Dashboard. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 10. Scroll down and select Edit for the Benefits Dashboard. 12. Select Add Row 13. Add the WICT RW Custom Reports I can Run by Tag worwet Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 2. 3. #### 2. Access the Expense Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. ACTIVITY ANSWERS - ADD AIRFARE ANALYSIS TO DASHBOARD (ON YOUR OWN) ------------------------------------------------------------------ 3. Select the Prompts tab 4. Select Populate Undefined Prompt Defaults. 5. In the Default Type pull-down, select Specify default va 6. In the Default Value field, select Global Modern 7. Select the Output tab. 8. Expand the Worklet Options section. 9. Enter the following information: ### Field Name 15. Filter for the Expense Management dashboard, and select Edit Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. 16. Expand the Worklets section. 17. Select Add Row 18. Add WICT RW Airfare Analysis as a worklet. 19. Ensure that the Required for Groups field populates with the Expense Analyst, Expense Partner, and Finance Auditor security groups. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. ----------------- CHAPTER SUMMARY ----------------- - You can enable a custom report as a worklet and add it to a delivered or custom dashboard. - When configuring worklets, consider that worklets have space and performance limitations. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. A. B. C. D. E. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. ### CHAPTER 4 - REPORT APPLICATION IN WORKDAY -------------------------------- OVERVIEW -------------------------------- Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publishees prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. - Enabled as a worklet. - Available on the Mobile Reports landing page.  Available to the user. - Workday restricts Mobile worklets on dashboards to When configured, the View Ilore button enables restrictions. - Your data securely resides in the cloud. W three instances listed below. - PDF viewing features (e.g., pay slips. talent card) require caching the9bF in view and deleting the PDF once you close it. PDFs are encrypted wth the data protection API on iOS and b/ the OS on Android. - If you configure your tenant to use mobile PIN sign-ioind you opt for the feature, a stored 0m, temporary application tokgyacilitates authentication via P - If you enable d&urnent sharing in iOS, you can share attachments from the Workday.pplication with other applications cm the,device. - For More information. refer following Workday Community links: Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. - You configure up to five worklets per business step. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. - To include worklets on an initiation step, you must configure the worklet on tie default definition of the business process (rather than a copy of the default definition). - When configuring the worklet on the step, you can map worklet prompts to the context Of the event and also control display options (eg., expanded, collapsed). ALLOWED BUSINESS PROCESSES -------------------------- Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. - Key rnetrics reached or - Exceptions. like credit eard transactions with no expense reports. - Birthday and employment anniversary reminders to managers.  Time off reminders to your team. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Task or Report Description ---------------------------- ----------------------------------------- Create Custom Report Configure Alert Process Monitor Shows the status of configured reports. - Report Parameters (if report has prompts) - Include Tasks (Optional)  Configure Recipients - Recipients (using available fields for context of report, e.g., Worker, Project Mare) - Security Groups (e.g.. HR Administratcy. Security Administrator) - Subject & Body of alert notification using static text or fields Status.  Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. --------------------------------------------- ------------------------- --  The Configuration tab Of tho Birthday Alert --------------------------------------------- ------------------------- -- Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. ### ACTIVITY 4.2 - CONFIGURE ALERT 1. Sign in (or Start Proxy) as Logan McNeil (IrncneiO. 2. Run the Copy Custom Report task. and select WDINST RW ployees Need a Raise. Select 0K. 3. In the Name field, enter W/CT RW Employees Need se and select OK 4. Select OK to save the report definition. 5. Select Run to view the report output. 6. Select OK to accept the default prompt. 7. Review the report output. Notice re are many workers who need\@raise. 1. 2. 3. 6. Enter the following Report p\*eters: Field Name Entry Value Field Last Base Pay Increase - Date ------------ ------------------------------- Value Type Determine Value at Runtime Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. -- ------------- 3 Years Ago -- ------------- 7. In the Included Task section in the Task field, select Request Compensation Change 8. In the Recipients section in the Recipients field, select Worker\'s Manager 9. In the Subject section in the Notification Subject field, enter Employees who need a 3. View the Alert NotificationGetails. Notice the Alert Notification Detaas lists Dylan\'s employees that need a raise. 4. Stop Proxy. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 1. Start Proxy as Teresa Serrano (tsemano). 2. Access the View Alerts report- 3. View the Credit Card Transactions Not Expensed Alert and other examples. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. TRANSFER REPORT GROUP --------------------- Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Field Name Value Saved Filter USA 1 -------------- ------- Description Output Type Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 20. In the Report Prompts grid, select the Add Row icon twice to add two rows. 176 Advanced Reporting and Analytics Conf&nnal 2023 Workday. hc\_ Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 21. Enter the following information: prompt Field Value Type Company for Financial Reports ------------------------------- -- -- Period 23. 24. 25. 26. 27. 1. From the search box, enter st W/ 2. From tie report group defin 3. Keep the default prornpt 4. Select the Share tabJJJS ### 7. sel Search box, run the task. 12. Select the Notifications icon. Steve received one notification for each report in the report group. These reports are available to Steve in My Reports. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 13. In the search field, run the Stop Proxy task. 14. Select OK. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. ------------------------- MAINTAIN EXCEL TEMPLATE ------------------------- Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. ### ACTIVITY 4.4 - WRITE REPORT GROUP TO ONE EXCEL WORKBOOK 1. Sign in as Teresa Serrano (tserrano) for this activity [(NQ!e]: DO not use---y it will not work.) 2. using Excel. open the class provided Excel workbook WICT Statements Report Group Excel Template. Notice the worksheet 3. In Workday. enter sf: W/CT Financial Staternentsin arch box. 4. Select the report group definition\'s Related and select Report Group \> 5. Select the Use Excel Template Checkbox. 6. Select OK and Done. 7. Select the report group definijon\'s Related Actions and select Report group \> Maintain Excel Template 8. Select Attach 9. Attach the class p Excel workbook WICT Financial Statements Report Group Excel Template 10. Select OK save. 11. s #### Task ule Report Group and VieyOutput 1. 2. 3. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 4. 5. 6. 7. 8. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 1. Schedule the report (or report group) to output 2. Download the output file and examine how Workday writes the output in Excel. 3. Note tie worksheet names. It shoulddefault to the Workday report names. 4%vays include a worksheet in the workbookwhere Workday will write the reporputput upon execution. 4. In the same Excel fie.worksheet (or workshe\") that pulls in the report output and apævny needed formatting and data manipulation. 5. Save the file. rou;: 6. Attach the file to the report definition (or report g Workday (Custom Report \> Maintain I Template or Report Group \> \"intain Excel Template). Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 4. Notice the attached Monthly \'&tÅCs.xlsx file and select OK and Done 5. Select the Report Group\'sßelated Actions and select Report Group \> Schedule. 6. Accept the default prompt values, and select OK. 7. Select the Share tab. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 8. In the Report Output Sharing Options section, select Share report output with users specified in the Report Group. 9. Select OK to initiate the background process. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 6. 7. #### Field 11. Select OK to launch the scheduled background process. 12. Select Refresh until theprocess completes. 13. Select the Output Files tab. 14. Select the Customer Invoice Detail Excel file to download it Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 15. Open the file in Excel. Keep in mind that Workday writes the report results to Sheet\'. 16. Select Enable Editing 17. Select the Sheetl tab and right-click on the tab name. 18. Select Rename to change tie sheet tab narne from Sheetl to Customer Invoice DetaiL 10. Select OK to launch thesciöled background process. 11. Select Refresh to refreh background process until complete. 12. Select the Output Files tab. 13. Select the Customer Invoice Detail Excel file. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 14. Open the file in Excel and select Enable Editing to view the result Notice the Customer Invoice Detail tab contains the new report data. It includes the formatting added to the Excel template. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Order Prompt Field Default Type Default Value Specify default value Global Modem Services, Inc. (USA) --- -- ----------------------- ----------------------------------- 2 NO Default Value -- -- ------------------- -- Active ostCenters -- -- ------------------- -- 19. -- --------------------- Cost Center Manager -- --------------------- 20. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 21. 1. use the search prefix sfto locate the WICT RW Burst by Cost Center report group. 2. Select Related Actions \> Report Group \> Schedule. 3. Keep the default prompt value in the Report and Run Frequency field\' select OK 4. Select the Output tab. 5. Select the DO Not Output an Empty Report checkbox. 6. Select the Share tab. 7. Select Share report output with users s in port Group. 8. Select OK and Refresh until the process. This process may take several minutes to complete. +-----------------------------------+-----------------------------------+ | 9. From the Output Files tab, | here is a separate for each cost | | notice | mer. | | | | | 10. Select the value in the | Users field for the first row. | | Number of | for each | +-----------------------------------+-----------------------------------+ cost center is available to the center manager. Task View Reports Nguyen 1. Sign in (or proxy Christine Nguyen (cnguyen) 2. Select Ch \'s profile icon. 3, sel Reports Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Field Name WICT p Supervisory Org On Global BO ----------------- ------------------------------------- Business Object GIObØ1 Function Lookup Related Value 9. Select OK. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 10. Enter the following information: Field Name Entry Value Current Worker -- -------------------------------- WICT CF Lookup Supervisory Org Default Type Default Value Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Order Prompt Field Default Type Default Value --- ----------------------------------- ----------------------- ---------- 2 Include Subordinate Organizations Specify default value (select) --- ----------------------------------- ----------------------- ---------- 6. 7. 8. 9. Advanced Reporting and Analytics 197 Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. 1. use the search prefix sf: to locate the WICT RW Burst by Supervisory Organization report group. 2. Select Related Actions \> Report Group \> Schedule. 3. Select 0K to Run Now. 4. In the the Report Criteria tab, verify that the Organization field value is Global Modem 5. Confirm the output displays%r the IT Help Desk Department and the IT HelpDesk Shared Services Deparynént supervisory organizations. 6. Stop Proxy. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. ---------------------------------------- CHAPTER SUMMARY ---------------------------------------- - use report output throughout Workday by embedding reports in business processes and by configuring alerts. - Simplify report processing by scheduling a report group and using an Excel template to format the results. - Enable reports as worklets for mobile devices to access analytics anywhere. Printed by: rsanroman\@ferrovial.com. Printing is for personal, private use only. No part of this book may be reproduced or transmitted without publisheds prior permission. Violators will be prosecuted. #### B. False Printed by: rsanroman\@ferrovial