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Reporting HCM PRO > Advanced Reporting and Trended Workers HCM > Flashcards

Advanced Reporting and Trended Workers HCM Flashcards

1
Q

Where do you include terminations of the end of the period date?

A

Task: Maintain Trended Worker.
Counting Terminations events for those workers one day after the Effective Date.

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2
Q

What access do you need to perform the “purge trended worker” or “create trended worker” tasks?

A

Custom Report Administration Security Domain

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3
Q

What does Trended Worker Report and Matrix Report have in common?

A

Allows for aggregation, grouping, interactive drilling.

You can use matrix report type with trended worker source by defining lookup date rollup as a grouping

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4
Q

What abilities do you have when using outlining structure and configuring a repeating column grouping.

A

Allows you to expand the outline for repeated levels in hierarchy. Column outlining is only for primary hierarchy.

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5
Q

What is a requirement for the field when creating repeating column group?

A

The field must exist in the subreport.

When combining two columns with the two data sources, the field must exist in both subreprots.

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6
Q

Y/N: Can you delete subreport prompts out of a composite report?

A

No.
BUT:
1. you can set prompts to “Prompt User for Value at Runtime” in column configuration screen
2. then.. set the prompt in the Report Setting screen to ‘no default value’ and ‘do not prompt at runtime’

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7
Q

How can you use a prompt set for a field at the column level?

A

to configure columns in the prompt sets, first identify which prompt set to use in your Reporting Setting window.

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8
Q

Y/N: Do expansion hierarchies export to Excel?

A

No. Unless you enable the advanced option to export to Excel. –> the report runs in the background to send the expansion to Excel.
Expansions can only expand up to 8 levels in the Excel outlining.

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9
Q

What is the task to add a extend an indexed data source?

A

Maintain Custom Data Source Task

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10
Q

How do you determine is a field is suitable for indexing?

A

Run the “Field Suitability for Business Objects” Task

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11
Q

What task do you run to determine security configuration for any object?

A

“View Security for Securable items” Task

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12
Q

What user security access is needed to be able to share a report with the user?

A

Must have access to the data source and data source filter

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13
Q

What grouping dimension must you specify when building a matrix report?

A

Minimum of one row grouping and summarization must be specified. Column Groupings are optional.

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14
Q

A runtime error appears when attempting to run a shared matrix report. What “view” security permissions is the user missing?

A

Row Grouping
Column Grouping
Summarization field

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15
Q

What Function do you use to report on change detection?

A

Lookup Value as of Date Function

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16
Q

What data source can you use to view staffing events?

A

‘Completed Staffing for HCM Reporting’ data source

17
Q

For an event object, what is the field label of the value coming into the event before the event changes?

a) Preceding
b) Proposed
c) Current
d) Projected

A

c) Current

18
Q

How is Trended worker data kept current?

A

Trickle process that runs in the background

19
Q

What is the record date for Trended Worker data source?

A

A field on Trended Workers object that tracks the date on which the event or snapshot was recorded

20
Q

What is the purpose of Trended Workers?

A

To report on snapshots of worker data from prior periods and track metrics (hires, terminations) over time.

21
Q

What are the two sets of data in Trended Workers?

A
  • Activity Data
  • Snapshot Data
22
Q

What does Activity Data include?

A
  • Hire
  • Termination
  • Promotion
  • Transfer in and out
  • Involuntary Termination Count
23
Q

What does Snapshot Data encompass?

A
  • Headcount
  • Biographical data
  • Compensation data
  • FTE
  • Time in Job Profile
  • Ending count
  • Manager count
24
Q

What is the Record Date in the context of Trended Workers?

A

A field that tracks the date on which the event or snapshot was recorded.

25
Q

How does WD capture activity data?

A

Based on the effective date of the event, which is the record date.

26
Q

What happens to workers terminated on the last day of a period?

A

They will not be included in the headcount for that period.

27
Q

What is the Default Filter used for in Trended Workers?

A

Most WD delivered trended reports use this filter with built-in prompts.

28
Q

What additional prompts does Trended Workers for All Organizations include?

A
  • Org
  • Include subordinate org
29
Q

What is required for access to Trended Worker Data?

A

Users must belong to a security group with permissions to Trended Worker Data Domain Security Policy.

30
Q

What are the two domains important for creating and maintaining Trended Worker Data?

A
  • Set Up: Tenant Setup - Reporting and Analytics
  • Custom Report Administration
31
Q

What must be enabled to set up Worker Trending?

A

The tenant must be enabled for Worker Trending.

32
Q

What does the Create Worker Trending Data task do?

A

Creates or recreates trending data up until the Trending Start Date.

33
Q

What is the role of the Purge Worker Trending Data task?

A

Deletes trending data.

34
Q

What type of reports can be created with Trended Workers data?

A

Matrix reports that allow for aggregation, grouping, and interactive drilling.

35
Q

What is a key recommendation for reporting with Trended Workers?

A

Use the ‘Trended Worker for all Organization’ filter.

36
Q

What fields are included in WD delivered reporting?

A
  • Year
  • Year-Month
  • Year-Quarter
37
Q

What is the Ending Count metric?

A

Includes all active workers as of the end of the period.

38
Q

Fill in the blank: The data source incorporates _______ changes to Trended Worker data occurring up to three periods in the past.

A

[retroactive]

39
Q

True or False: Data older than three years will automatically purge from the trended worker data source.

A

True

Reporting HCM PRO (6 decks)

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