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Workday Pro Reporting > Report Writer > Flashcards

Report Writer Flashcards

1
Q

How to copy a standard report? (Explain 2 ways)

A
  1. From the standard reports, related actions, you can take standard reports>copy related actions
  2. You can use the task COPY STANDARD REPORT TO CUSTOM
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2
Q

Can you copy XpressO reports?

A

No

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3
Q

Is a custom report automatically set to all users when created?

A

No

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4
Q

What domain do you need access to in order to copy a standard report and create a custom report?

A

Custom Report Creation

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5
Q

Can you edit the fields in the column tab?

A

Yes

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6
Q

What features allow you to edit the column tabs (6 items)

A
  1. Use the + and - icons to add or remove a row
  2. Use the up and down arrows to reorder the rows
  3. Select the fields you want to display
  4. Optionally, override the field name displayed on the report
  5. Select from a variety of formats (masks)
  6. Select options for how the data should be displayed
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7
Q

Workday stores data in _________, which can be thought of as database tables or worksheets in excel

A

Business Objects

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8
Q

Workday business object has _______ and _________.

A

Fields and instances

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9
Q

What does the data source do?

A

Provides the view into the PBO. This object gives you access to class report fields and links to related Business Objects.

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10
Q

What is Primary business object?

A

Main BO for the report. It holds the data to be displayed in the report.

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11
Q

What is RBO?

A

Related Business Object. Objects associated with PBO. Can have 1:1 or 1 to many relationship.

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12
Q

What is the report data source?

A

It’s the view or starting filter for reporting on the PBO. THIS IS THE FIRST AND MOST IMPORTANT STEP IN BUILDING A CUSTOM REPORT

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13
Q

What types of fields are classified report fields?

A

Workday delivered fields, calculated fields or custom fields

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14
Q

What are instances of a business object?

A

They are like rows in a spreadsheet or table. Each instance is a unique occurrence of that type of object

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15
Q

Are data sources defined and delivered by workday?

A

Yes

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16
Q

What is the starting point of data for your report?

A

The data source selected for your report

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17
Q

Does the data source determine the PBO?

A

Yes

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18
Q

Does data sources associated with a PBO have its own security ?

A

Yes

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19
Q

What do need to know before building a report.?

A

How the user wants to view, sort and filter the data in order to pick the best report data source

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20
Q

How should you choose data sources?

A

The one that returns the smallest data set that includes all needed data.

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21
Q

What are indexed data sources?

A

Special types of data sources optimized for performance, aggregation, and faceted filtering on large volume data.

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22
Q

Is it best to use indexed delivered fields with indexed sources? Why?

A

Yes, ensure better performance when grouping, aggregating or filtering

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23
Q

How do you add fields from a RBO in a custom report?

A

By adding a row using the + sign and typing in the RBO that you want to use in under the columns tab>business object column. Then under the fields column add the field.

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24
Q

In an Advance report, how many levels deep can you go for RBO? What would be a work around?

A

You can only go 1 level deep. Use calculated fields.

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25
Q

By default how is a custom report sorted?

A

By the left most column of the PBO.

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26
Q

Do sort fields Need to be in the report output?

A

No

27
Q

Should you sort on object fields?

A

No, as they have additional data running in the background. Ie. Worker is to large. Better to use Full name as it is self referencing.

28
Q

What is sub level sorting?

A

It allows you to select fields from a RBO. If not configured will use the left most column of the RBO.

29
Q

Does the filter tab only filter on PBO and global BO?

A

Yes and don’t need to be displayed on the report output

30
Q

What are the options available for defining a filter? (6)

A
  1. And/or: specify how multiple filter conditions should be evaluated
  2. Parentheses: allows you to group conditions together
  3. Fields: Specifies the fields to be evaluated
  4. Operator: logical operator to be used
  5. Comparison Type: specifies how the fields should be compared
  6. Comparison Value: specifies the value that will be compared to the field value or prompt
31
Q

What is the order for filters?

A

To exclude the most data first. Or use a data source with a built in filter.

32
Q

What is the sub filter used for?

A

Filtering on RBO.

33
Q

How is the filter logic applied?

A

The sub filter logic is executed first then the filter. RBO not empty will exclude instances of the PBO that do not have related data.

34
Q

Why would you want to use a prompt instead of filters?

A

Prompts provide more flexibility to the user

35
Q

Where can you add prompts if they are not built into the report?

A

You can add them to the filter or sub filter tabs.

36
Q

What are the two comparison types for prompts?

A
  1. Prompt the user for a value

2. Prompt the user for a value and ignore the filter condition if value is blank

37
Q

How to configure prompts? (11)

A

On prompts tab:

  1. Can add instructions for users
  2. Check the undefined prompts default
  3. You can choose to show or hide prompt values in the top of the report output.
  4. Fields: specifies field to enter prompt data
  5. Prompt Qualifier: must identify which prompt you want to override
  6. Label for Prompt: overrides the label name
  7. Default type: determines the default values to use to run the report
  8. Default value: used with specify and determine at run time.
  9. Required: field can’t be left blank if checked
  10. Do not prompt at run time: suppresses displaying prompt and uses default value if entered
  11. Do not include in subtitle: suppresses display of selected prompts in report output below the title.
38
Q

Where can prompts come from?

A
  1. Data sources
  2. Data source filters
  3. Fields
  4. Calculated fields
  5. Prompt set
39
Q

What is security domain?

A

Is a predefined set of related securable items

40
Q

What is security group?

A

Is a collection of users

41
Q

Who can configure the domain security policies and or remove security groups as needed?

A

Security Administrator

42
Q

Are all delivered items, including data sources, report fields, delivered reports and tasked secured to domains?

A

Yes, users must belong to a security group with access to the domain securing the item.

43
Q

Define unconstrained and constrained security group.

A

Unconstrained: users have access to all data for a given item

Constrained: users access to specific data is controlled by either individual role or their organization

44
Q

Is a user’s access a union of all their security group access?

A

Yes

45
Q

What are the 2 most common security group types?

A

User based: unconstrained security group that are manually assigned

Role based: constrained and allow you to identify members based on role assignment as well as constrain members to target access in organizations assigned to the role

46
Q

Who can you share a report with?

A

All users that have access to the report data source or specific group, and users with access to report data source

This is determined by the domain securing the reports data source

47
Q

What report will identify user security?

A

View security group for user report or view security for securable item

48
Q

How do you change ownership of a custom report?

A

Transfer Ownership of custom report task

49
Q

Can you schedule a report to a user or report group?

A

Yes, by using schedule a report task.

50
Q

How to schedule a report?

A

Can use related actions on report too

  1. Set frequency
  2. Set the criteria value type and value (based on prompts)
  3. Schedule the report
  4. Output type excel or pdf
  5. Share (need access to report output sharing domain ). Users see what you see.
51
Q

Describe capabilities of matrix report types

A
  1. Grouping: group instances of the PBO by defining the row and column groupings
  2. Aggregate: define for each group
  3. Drilling: drill into summarized data for more analysis
52
Q

For matrix reports, what is the minimum that you need to create a report?

A

At least 1 row grouping and one summarization. Column groupings are optional.

53
Q

For matrix reports, what is the maximum of row groupings.

A

8 and you can specify a sort option.

54
Q

Matrix reports: what is the maximum number of rows and can you change the setting. What happens to rows greater than the cutoff to display?

A

Max: 250

If set to 20. Will show data to 19 and summarize rest as other.

55
Q

Matrix: maximum number of column groupings? Max number of defined columns?

A

Max 2

20 columns of data.

56
Q

Matrix. What are the types of summarizations? What is the default one?

A

Count: default. Counts number of instances for defined group (DG)
Sum: sums values of a field for DG
Average: average the values of a field for DG
Minimum: displays min value
Maximum: displays max value
Calculation: create arithmetic calculations on other summarizations in the report

57
Q

Matrix: drillable fields do what?

A

Allow you to view the data by additional dimensions ( by 2 dimensions at a time)

58
Q

Matrix: where do you set up drillable fields?

A

Under the drillable tab. To add select specific fields and add the fields . Users will only see what they have access to.

59
Q

Matrix: configure detail data

A

Add fields. Allows users to see details behind a summarization.

60
Q

How to display charts only in reports?

A

On output tab:
Select chart.
Chart type, data to show on horizontal axis, legend, metrics to include

Metric 1 is the first row of the define the fields to summarize grid.

61
Q

Can you adjust charts after the report is run? While still on screen

A

Yes use the configurable panel. To change the chart type, or the variables.

62
Q

Create a calculated field for format date field (list steps). Using journal line bo

A
  1. Create calculated field task
  2. Field name: date, BO: journal line, function: formate date. Click ok
  3. Enter the following: data field: accounting date, format: fiscal year period, fiscal schedule: standard corp schedule, fiscal period return type: fiscal period
  4. Add field to report: accounting date. Run report
63
Q

What are the 6 factors that impact report performance?

A

Data source: select smallest data set and indexed if possible. Built in prompts
Report fields: if using data from RBO selects fields with smallest data set
Calculated Fields: too many and too complex
Filtering: order filters to reduce the most data first, too complex
Sorting: sorting on objects instead of simple
Security: the more fields the more complex the security

Workday Pro Reporting (3 decks)

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