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Administrator Guide
Last Updated: 2023-06-23
Define Statistic Types

Define Statistic Types

  • Create accounting ledgers.
  • Create plan structures.
  • Security:
    Set Up: Statistics
     domain in Common Financial Management functional area.
Statistic definitions establish the statistic types, business dimensions, and ledgers or plan structures to base statistics upon. Dimensions could include regions, cost centers, or custom dimensions such as stores.
  1. Access the
    Create Statistic Definition
    .
  2. As you complete the task, consider:
    Option Description
    Statistic Type
    Select:
    • Activity
       for statistics that change from period to period, such as number of customers or number of units sold. The statistic amount is either the period activity or the activity for multiple periods.
    • Balance
       for statistics that don't often change, such as facility square footage or number of campuses. Workday uses the period end balance as the statistical amount and uses the last period with a balance for basis calculations.
    • Percent
       for fixed percentages that include allocated charges or marketing plans. Workday uses the period end balance as the statistical amount.
    Required Dimensions
    Select 1 or more worktags.
    Workday automatically populates worktags identified by administrators as required on the
    Maintain Worktag Usage
     task. Primary worktag types display as standalone columns on the
    Create Statistic
     task.
    These rules apply for required worktag dimensions. You can't:
    • Remove worktags that are required on the
      Maintain Worktag Usage
       task.
    • Remove worktags that are in use by a statistic.
    • Reclassify
      Required Dimensions
       as
      Optional Dimensions
      .
    • Delete a required dimension after you've added it to a statistic definition.
    Optional Dimensions
    (Optional) Select 1 or more worktags that aren’t in use as a required dimension. You can configure
    Optional Dimensions
     that:
    • Use worktags.
    • Are blank.
    You can reclassify
    Optional Dimensions
     as
    Required Dimensions
    .
    Ledger/Plan Structure
    Associate the statistical values with either 1 or more ledger types or 1 or more plan structures, but not a combination of both.
    Include Company
    Sets the company as a required field on the statistic.
    Example: When you want to specify companies on statistics for intercompany allocations.
    Used by Allocations
    Click the number to view details on the allocations using the statistic definition.
Use the statistic definitions to create statistics. Workday applies the dimensions and statistics when processing allocations and financial reports.
Specify values for the statistics using the
Create Statistic
 task.