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Workday Integration - 4. Edit Custom Reports

Workday Training Highlights

đź’ˇ The video demonstrates creating a custom report with columns like first name, last name, gender, and age.

đź’ˇ Subtotals are added to columns based on specified conditions like date changes or card changes.

đź’ˇ The process involves identifying the column for the subtotal, specifying group functions, setting the order, and defining the break condition.

Workday Training - Key moments

Here are the summary titles with time for the provided video information:

  • Introduction to Subtotaling 00:03

    • Explanation of creating a subtotal using Advanced support.
    • Demonstrating the creation of a custom report with worker data.
    • Introduction to the concept of subtotaling based on specific columns like age.

 

  • Options and Break Conditions for Subtotaling 04:40

    • Discussing the use of options like sum for subtotaling.
    • Explaining the concept of a break condition for printing subtotals.
    • Providing a real-time example of when subtotals are necessary in a transactional context.

 

  • Identifying Subtotal Columns and Break Conditions 08:52

    • Identifying the columns suitable for subtotals, such as numerical data.
    • Explaining the importance of specifying break conditions for subtotals.
    • Illustrating how to print subtotals based on specific columns and break conditions.

 

  • Group Functions and Grand Total in Subtotal Reports 13:41

    • Discussing group functions like Max, Min, Sum, and Average for subtotal reports.
    • Explaining the process of specifying sort order and break conditions for subtotals.
    • Highlighting the generation of subtotal and grand total lines in advanced reports.

Workday Training FAQ’s

Q: What is the concept of creating a subtotal using Advanced support?

A: The concept involves identifying the field for which a subtotal is needed, specifying the group functions (such as Max, Min, Sum, Average), setting the sort order, and defining the break condition to determine when the subtotal should be displayed.

Q: How can you determine which field qualifies for a subtotal in a report?

A: In a report, a numerical column, such as the amount in a transaction dataset, is typically the field that qualifies for a subtotal. Subtotals make sense for numerical data, not for non-numeric fields like date or description.

Q: What is the significance of the break condition in generating subtotals?

A: The break condition is crucial in determining when a subtotal should be displayed. It specifies the basis on which the subtotal is calculated, such as when there is a change in a specific field like date or card type in a transaction dataset.

Q: How does Advanced support in reporting tools allow for the creation of subtotals and grand totals?

A: Advanced support in reporting tools enables users to specify the field for subtotals, define group functions, set the sort order, and specify the break condition. This functionality allows for the generation of subtotal lines, individual detail lines, and grand totals in reports.

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