Reference: Metric Calculations for Financials
Use Workday-delivered calculations to gain greater insight when you define custom metrics for your financial scorecard.
Calculation | Description | Organization Types | Configuration Options |
|---|---|---|---|
WD Matrix Report | Enables you to build custom metric values using matrix reports.
Calculation: Summarizes aggregation fields specified on the matrix report. Metric Examples:
Use the Simple Arithmetic calculation to create ratios or percentages such as:
| Business Unit Business Unit Hierarchy Cost Center Cost center Hierarchy Company Company Hierarchy Custom Organization Custom Organization Hierarchy Location Hierarchy Project Project Hierarchy | Matrix Report
Company Ledger Amount Type Time Period Period Plan Structure 1 Plan Names 1 Ledger Accounts and Summaries Translation Currency Account Translation Rule 2 Aggregation Field |
WD Number of Days | Enables you to build custom metrics using number of days.
Calculation Calculates number of days for the configuration options you select. Aggregation Metric Example Number of days: Quarter to Date Use Simple Arithmetic calculation to create ratios or percentages such as: Days Sales Outstanding (DSO) Days Payables Outstanding (DPO) | Business Unit
Business Unit Hierarchy Company Company Hierarchy Cost Center Cost Center Hierarchy Custom Organization Custom Organization Hierarchy Location Hierarchy Project Project Hierarchy | Time Period |
When you use a report field that requires translation, you must enter the
Translation Currency
and the Account Translation Rule Set
.