📖 About this Domain
This domain covers the creation and application of calculated fields to manipulate data for reporting. Calculated fields enable you to derive new information from existing Workday data fields without altering the source business object.
🎓 What You Will Learn
- Differentiate between various calculated field functions like Evaluate Expression (EVAL), Lookup Related Value (LRV), and Extract Single Instance (ESI).
- Construct nested calculated fields to handle complex reporting logic and data transformations.
- Understand the performance implications of different calculated field types on report runtime and tenant performance.
- Apply True/False condition calculated fields to filter report data and create conditional logic within reports.
🛠️ Skills You Will Build
- Manipulate data using functions for text, date, and numeric calculations to meet specific report requirements.
- Retrieve data from related business objects using functions like LRV and ESI to enrich report output.
- Build complex logical statements with Evaluate Expression (EVAL) fields to derive conditional outcomes.
- Optimize report performance by selecting the most efficient calculated field function for a given scenario.
💡 Top Tips to Prepare
- Memorize the syntax and required parameters for core functions like LRV, ESI, and EVAL.
- Practice building calculated fields for common HCM scenarios, such as calculating worker tenure or formatting names.
- Master the relationship between primary business objects and related business objects to correctly use LRV fields.
- Utilize the 'Test' button within the calculated field setup to validate your logic before adding it to a report.
📖 About this Domain
This domain covers the core principles of the Workday Report Writer and its relationship with the business object model. You will explore standard versus custom reports and the fundamental building blocks for data extraction within the Workday tenant. It establishes the foundation for all subsequent reporting concepts.
🎓 What You Will Learn
- Differentiate between Workday Standard Reports and the need for custom report creation using the Report Writer.
- Understand the role of Data Sources and Business Objects as the foundation for all reporting.
- Navigate the Report Writer interface to create and modify simple and advanced report types.
- Identify primary business objects, related business objects, and how they connect to access specific data fields.
🛠️ Skills You Will Build
- Create custom reports from the correct primary business object and data source to meet specific business requirements.
- Navigate the business object model to add relevant fields from related business objects to a report definition.
- Apply appropriate sharing and security configurations to custom reports to ensure correct data visibility.
- Utilize the 'View Class Report Fields' task to effectively discover available data fields for a given data source.
💡 Top Tips to Prepare
- Gain hands-on tenant access to practice creating reports using the 'Create Custom Report' task extensively.
- Memorize the most common primary business objects and their corresponding data sources, like Worker and All Active and Terminated Workers.
- Deconstruct Workday Standard Reports to understand how they are built, including their data source and column setup.
- Master the concept of context and how data sources pass context to related business objects and calculated fields.
📖 About this Domain
This domain focuses on locating, running, and interpreting Workday-delivered reports. It covers the standard report catalog, report tags, and the fundamental structure of pre-built reporting content within the HCM suite.
🎓 What You Will Learn
- You will learn to navigate the standard report catalog and use search facets to find relevant reports.
- You will learn to execute delivered reports using prompts and filter criteria to refine data output.
- You will learn to identify the primary business object and data source for key standard reports.
- You will learn how to copy a standard report to serve as a baseline for a custom report.
🛠️ Skills You Will Build
- Skill in efficiently locating existing reporting assets to fulfill common data requests without new development.
- Ability to run and manipulate the output of standard reports for ad-hoc analysis.
- Competency in analyzing a delivered report's definition to understand its logic and data source.
- Proficiency in leveraging Workday-delivered content as a starting point for custom reporting needs.
💡 Top Tips to Prepare
- Master the use of the 'Find Standard Reports' task and its various search filters.
- Practice running key reports like 'Headcount and FTE' and 'Worker Data' with different prompt values.
- Use the 'View Definition' action on several standard reports to understand their underlying structure.
- Memorize the most common data sources associated with core HCM business objects like Worker and Position.
📖 About this Domain
The Report Writer domain focuses on the core functionality for creating and managing custom reports within the Workday tenant. It covers the end-to-end process from selecting a data source and business object to configuring columns, filters, and prompts. This is the foundational tool for extracting specific HCM data sets.
🎓 What You Will Learn
- You will learn to differentiate between report types, including Simple, Advanced, Matrix, and nBox, and select the appropriate type for a business requirement.
- You will learn to choose the correct Primary Business Object and Data Source to access the required data fields for your report.
- You will learn to configure report definitions by adding object fields, creating calculated fields, and applying sort and filter criteria.
- You will learn the basics of report security, including how to share reports and how data source security impacts report output.
🛠️ Skills You Will Build
- Building Advanced reports from a blank slate by navigating the report writer interface and defining its structure.
- Creating complex calculated fields using functions like Evaluate Expression (ESI) and Lookup Related Value (LRV) to manipulate data.
- Implementing prompts and filters to create dynamic reports that allow end-users to specify criteria at runtime.
- Troubleshooting report performance and data accuracy by analyzing the report definition and its underlying data source.
💡 Top Tips to Prepare
- Master the relationship between a Primary Business Object and its available Data Sources, as this is a critical first step in report creation.
- Gain hands-on practice with the various calculated field functions, paying close attention to syntax and return data types.
- Understand the distinct use cases for prompts versus filters and when to apply subfilters for more complex logic.
- Use the 'View Data Source' task frequently to explore available fields and related business objects before building your report.
📖 About this Domain
This domain covers complex reporting functionalities beyond standard report creation. It focuses on data manipulation through calculated fields and advanced report types like Matrix and Composite. Mastery of these topics is critical for transforming raw tenant data into actionable business intelligence.
🎓 What You Will Learn
- You will learn to create and leverage various calculated field functions to transform and derive data directly within your reports.
- You will learn to build and configure matrix reports to summarize and pivot data across multiple dimensions.
- You will learn to design composite reports that combine data from multiple related data sources into a single, unified output.
- You will learn about advanced prompting, report security configurations, and report performance optimization techniques.
🛠️ Skills You Will Build
- You will build the skill to translate complex business requirements into functional calculated fields using functions like Evaluate Expression (EVAL) and Lookup Related Value (LRV).
- You will build the ability to construct multi-dimensional analytical reports using the matrix report type for complex data aggregation.
- You will build proficiency in combining multiple report data sources using composite reports to create comprehensive dashboards and outputs.
- You will build the expertise to troubleshoot report performance issues and apply appropriate security to control data access.
💡 Top Tips to Prepare
- Master the specific use cases for each calculated field type, especially True/False Condition and Extract Single Instance.
- Practice configuring matrix report definitions, focusing on correctly defining row groupings, column groupings, and summarization options.
- Deconstruct existing composite reports in your tenant to understand how subreports are linked and data is passed between them.
- Focus on the order of operations for prompts and calculated fields as it impacts report runtime and output accuracy.
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