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Workday Integration -4. Edit Custom Reports

Integration Introduction -1
Integration Overview -2
Creating Sub Total-3
Edit Custom Reports -4
Create Custom Report -5
Integration FULL COURSE

Workday Integration Training

  • 📊 Creating Custom Reports: The tutorial shows how to create a custom report in Workday by selecting relevant fields such as first name, last name, gender, and age.
  • 🔢 Subtotaling Data: It emphasizes the need to identify which columns are suitable for subtotaling (e.g., numerical fields like age and amount) and how to apply subtotal functions based on specific break conditions.
  • 📈 Grouping and Ordering: Viewers learn the significance of specifying the order of data and break conditions to accurately generate subtotals and grand totals in reports.

Workday Integration Training - Key moments

  • Introduction to Subtotaling 00:03

    • The video begins with an explanation of the concept of subtotaling in reports.
    • A worker’s data including first name, last name, gender, and age is used as an example for creating subtotals.

  • Creating a Custom Report 01:11

    • A quick demonstration on how to create a custom report is provided.
    • The report includes fields such as organization name, last name, first name, gender, and age.

  • Understanding Subtotal Options 03:46

    • The video discusses the options available for subtotaling, focusing on the age column.
    • The presenter explains how to choose a subtotal option (e.g., sum) for numerical data.

  • Setting Break Conditions for Subtotals 05:45

    • The importance of defining break conditions for subtotals is highlighted.
    • Examples are given for when subtotals should be displayed based on changes in organization or gender.

  • Real-Time Expense Example 06:48

    • A practical example of expenses is presented to illustrate subtotaling.
    • The presenter explains how subtotals can be calculated for specific columns, emphasizing that only numerical columns are suitable for subtotals.

  • Identifying Columns for Subtotals 10:01

    • The video emphasizes the need to identify which columns are eligible for subtotals.
    • The presenter discusses different scenarios for subtotaling based on varying break conditions.

  • SQL Language Analogy 11:30

    • The presenter draws parallels to SQL queries to explain subtotal calculations.
    • Examples of SQL statements are provided to clarify how to group and sum data.

  • Advanced Reporting Features 14:44

    • The video highlights the capability of advanced reporting to display individual lines along with subtotal and grand total.
    • A grand total calculation example is provided to demonstrate the reporting features.

  • Key Takeaways for Subtotal Reports 15:49

    • The presenter summarizes the essential elements needed for creating subtotal reports: field selection, sort order, and break conditions.
    • Emphasis is placed on understanding these components to effectively generate subtotal reports.

Workday Training FAQ’s

Q: What is Workday integration, and why is it important for custom reports?

A : Workday integration involves connecting Workday with other systems or applications to streamline data exchange and enhance functionality. It is important for custom reports because it ensures real-time data accuracy, reduces manual data entry, and improves overall efficiency.

Q: How can I integrate Workday with my custom reporting tools?

A: You can integrate Workday with custom reporting tools using Workday’s APIs, integration connectors, or middleware solutions. Common methods include using REST or SOAP APIs, Workday Studio, and integration platforms like MuleSoft or Dell Boomi.

Q: What are the prerequisites for integrating Workday with custom reports?

A:

Prerequisites for integration include:

  • Access to Workday’s APIs and integration documentation.
  • Valid API credentials (client ID and secret).
  • Understanding of the data structure and fields in Workday.
  • Knowledge of the reporting tool’s integration capabilities.
  • Proper security and access controls.
Q: What common challenges might I face during Workday integration for custom reports, and how can I overcome them?

A:

Common challenges include:

  • Data Mapping: Ensuring correct mapping of Workday data fields to the reporting tool. Solution: Thoroughly document and understand data structures in both systems.
  • API Rate Limits: Hitting Workday’s API usage limits. Solution: Optimize API calls and use batch processing when possible.
  • Security Concerns: Ensuring data security during integration. Solution: Use secure protocols (HTTPS), implement robust authentication mechanisms, and follow best security practices.