Workday Integration - 3. Creating Sub Total - CloudCertification

Workday Integration -3. Creating Sub Total

Workday Integration Training

📝 Editing Reports: Users can open reports for editing through the related action icon, allowing modifications to existing reports.
🔖 Creating Custom Reporting Tags: If existing reporting tags do not meet user needs, they can create their own tags, which can be associated with multiple reports.
🔍 Searching Custom Reports: The “rdt” search prefix allows users to find all custom reports associated with a specific reporting tag for modification purposes.
📊 Executing Reports: To view all available reports, users can execute the custom reports, which will list all reports in the system.
📋 Understanding Metadata: The video emphasizes the importance of metadata in managing reports, similar to querying a data dictionary in database management.

Workday Integration Training - Key moments

Introduction to Workday Reports 00:00
- Overview of modifying reports through the related action icon.
- Explanation of the reporting tag field and its options.
- Users can create custom reporting tags if existing ones do not meet their needs.
Creating and Associating Reporting Tags 01:06
- Demonstration of creating a new reporting tag (e.g., RB1) and associating it with reports.
- Emphasis on the ability to link multiple reporting tags to a single report.
- Importance of having custom tags for better organization.
Searching for Custom Reports 03:13
- Introduction of the search prefix “RDT” to find custom reports under specific reporting tags.
- Explanation of how the search results differ based on the reporting tag used.
- Clarification that the search is for modification purposes only, not execution.
Modifications and Report Listings 05:16
- Steps to modify reporting tags and the impact on search results.
- Importance of understanding the relationship between reports and their associated tags.
- Example of searching for reports after modifying the tags.
Executing Custom Reports 06:20
- Instructions on how to execute custom reports in the system.
- Overview of the total number of custom reports available (e.g., 2,322).
- Explanation of report details such as reporting type and data source.
Understanding Metadata in Reporting 08:11
- Discussion on the significance of metadata and its comparison to Oracle’s data dictionary.
- Explanation of how metadata helps in understanding the structure and details of reports.
- Importance of querying metadata for better report management and understanding.

Workday Integration Training FAQ’s

Q: What is a subtotal in Workday, and why is it important?

A : A subtotal in Workday is a calculated sum of selected data entries within a report. It helps to break down and analyze data in smaller, manageable sections, making it easier to understand trends, performance, and specific areas that require attention.

Q: How can I create a subtotal in a Workday report?

To create a subtotal in a Workday report, follow these steps:

Navigate to the report where you want to add the subtotal.
Click on the ‘Edit’ button to modify the report.
In the ‘Fields’ section, select the field you want to create a subtotal for.
Click on the ‘Subtotal’ option.
Configure the subtotal settings as needed.
Save and run the report to view the subtotal.

Q: Can I create multiple subtotals in a single Workday report?

A: Yes, you can create multiple subtotals in a single Workday report. Each subtotal can be based on different fields or criteria, allowing for a comprehensive analysis of various data segments within the same report.

Q: What are some common issues when creating subtotals in Workday, and how can I troubleshoot them?

A:

Common issues include incorrect subtotal calculations, missing data, and formatting problems. To troubleshoot:

Ensure the correct fields are selected for subtotaling.
Verify that the data used in the report is complete and accurate.
Check the report settings and subtotal configurations.
If issues persist, consult the Workday documentation or seek support from the Workday community or your organization’s IT team.