Workday Reporting and Calculations - 3. Calculated Fields - CloudCertification

Workday Reporing and Calculations - 3. Calculated Fields

Workday Reporting and Calculations Training

📊 Calculated Fields: The video demonstrates how to create a calculated field in Workday Reporting that utilizes prompts based on source fields to filter data effectively.

📅 Dynamic and Static Values: Viewers learn the difference between dynamic values, which change based on the runtime context (e.g., last day of last year), and static values that remain constant.

🎯 Referral Points Tracking: The presenter provides a practical use case for tracking referral points earned by employees over specified periods, showcasing how to set up date filters to retrieve relevant data.

Workday Reporting and Calculations Training

- Introduction to Calculated Fields 00:00
  - The video discusses creating calculated fields in Workday reporting.
  - Focus is on using prompts based on source fields to generate dynamic values.
- Creating a Calculated Field 01:06
  - Demonstrates how to create a calculated field using a lookup field with prompts.
  - Explains the use of source fields, such as manager level, to set up conditions.
- Utilizing Prompts for Dynamic Values 02:13
  - Highlights the importance of prompts in returning specific values based on user inputs.
  - Example given: calculating referral points earned by an employee over a specified period.
- Dynamic vs Static Values 03:02
  - Discusses the difference between dynamic values (e.g., last year’s data) and static values.
  - Dynamic values change based on the parameters set during report execution.
- Examples of Global Fields 04:03
  - Provides examples of global fields that can be used, such as last day of last month and first day of last month.
  - Emphasizes the flexibility in choosing date ranges for reporting purposes.

Workday Training FAQ’s

Q: What is the purpose of using prompts in the roll-up field?

A: Prompts in the roll-up field allow users to set up dynamic input based on selected source fields, enabling them to retrieve specific values, such as referral points, based on defined criteria like start and end dates.

Q: How can users specify the time frame for retrieving referral points?

A: Users can specify the time frame by selecting dynamic values like “first day of last year” or “last day of last year,” allowing the system to automatically adjust the report based on the chosen time period.

Q: What types of values can be used in the roll-up field?

A: Users can use both static values, like specifying a constant, and dynamic values that change based on the selected criteria, such as global fields representing specific days or months.

What example is given for using the roll-up field effectively?

A: An effective use case provided is tracking how many referral points an employee has earned over a specific period, such as one or two years, by utilizing the dynamic prompts for accurate reporting.