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Administrator Guide
Last Updated: 2023-06-23
Enter Statistic Values

Enter Statistic Values

  • Create a statistic definition.
  • Security:
    Process: Statistics
     domain in the Common Financial Management functional area.
Use the statistic type definitions to define the period and company or worktag combinations from which to draw statistic values.
  1. Access the
    Create Statistic
     task.
  2. As you complete the task, consider:
    Option Description
    Statistic Definition
    Select the statistic definition with the statistic type and dimensions that are required for the statistic.
    Ledger/Plan Structure
    You can associate the statistical values to 1 or more ledger types or plan structures. If you selected ledger types and plan structures on the statistic definition, you can select values for either a ledger (actuals) or plan.
    Only the plan structures with matching worktag dimensions are available for selection.
    Select ledger types to include statistics for actuals in financial, custom, or composite reports. Select plan structures for plan statistics in custom or composite reports.
    Period
    Lists fiscal periods that don't have a statistic.
    Required Dimensions
    Optional Dimensions
    Displays worktags for the dimensions you entered on the statistic definition. You define which worktags display as stand-alone columns or within the
    Additional Worktags
     column on the
    Maintain Worktag Usage
     task.
    Values Total
    Financial reports display actual or plan statistic line values by selected period. You can also use statistic line values as an allocation basis.
  3. Enter dimension values in the
    Statistic Values
     grid.
    The fields that display in the grid are determined by the worktag types administrators set up on the
    Maintain Worktag Usage
     task. Primary worktag types display as standalone columns in this grid.
    Option Description
    Company
    If you selected the
    Include Company
     check box on the statistic definition, you must enter a company for each statistical value row.
    Plan Name
    For custom plan structures, you can specify a plan name on each statistic line. Unique plan names enable you to enter different statistical values for each plan using the custom plan structure.
    Additional Worktags
    Use worktags as keywords to more easily classify and find transactions. Configure the allowed worktag types on the
    Maintain Worktag Usage
     task. When you select a worktag type that has related worktags, Workday automatically populates transactions with the related worktag values.
    Select from the list of additional worktags for the optional and required dimensions you entered on the statistic definition. Select 1 worktag for each required dimension. You can only use a worktag as an optional dimension or a required dimension, but not both.
    When you restrict cost center or supplier to specific companies, Workday displays only the cost centers and suppliers associated with the company.
  • Allocations: Workday allocates source amounts based on the statistic values across the dimensions.
    Example: You can allocate costs to each store based on sales by division (dimension).
Workday allocates source funds and prorated amounts to a target account and worktag combination based on the statistical values. You can:
  • Report on statistics, such as plans versus actuals, across the various dimensions in financial reports.
  • Report key performance indicators (KPIs) for your business, such as customer attrition by store or region.
  • Record statistics in ledgers to enhance reporting or use them in allocations.
    • Set up allocations using an allocation definition that specifies a statistic definition.
    • Create an actuals versus plans report including statistic values or calculations with statistics.
    • Create a financial statement with the statistic definition as part of the financial statement definition.
To add new statistics or update existing statistics in Workday, use the Enterprise Interface Builder (EIB).