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Administrator Guide
Last Updated: 2024-12-13
Create Calculated Fields

Create Calculated Fields

Security:
Custom Field Management
 domain in the System functional area.
You can create calculated fields to use in reports and throughout Workday to:
  • Derive values.
  • Group and transform data.
  • Manipulate data.
  • Retrieve values.
You can create a report-specific calculated field directly within a report definition. You can also create additional calculated fields from within the definition of another calculated field.
  1. Access the
    Create Calculated Field
     task.
  2. In the
    Field Name
     field, enter a name that makes the calculated field easily identifiable.
  3. Select a
    Business Object
     from the prompt, which determines:
    • Where you can use the calculated field.
    • Which fields you can use in the calculated field definition.
    You can view all fields available for a business object by running the
    Business Object Details
     report.
  4. From the
    Function
     prompt, select the calculated field function.
  5. On the
    Calculation
     tab, configure the calculations for the field.
  6. (Optional) On the
    Additional Info
     tab, select an option from the
    Category
     prompt to group the calculated field into functional categories. Example:
    Financial Reporting
    ,
    Payroll
    , or
    Talent
    .
  7. (Optional) Select an option from the
    Authorized Usage
     prompt to enable where you can use the calculated field.
  8. As you complete the
    Options
     prompt in the
    Advanced
     section, consider:
    Option Description
    Do not use Alternate Display ID
    Select the check box to enable Workday to use the display ID from the text source instead of the alternate display ID.
    This option is available for these calculated field functions:
    • Concatenated Text
    • Convert Text to Number
    • Format Text
    • Substring Text
    • Text Length
    Include as a default View By field in drill downs
    Select the check box to enable these calculated fields functions as options in the
    Group By Fields
     section on the
    Drill Down
     tab of your matrix report:
    • Boolean
    • Date
    • Numeric
    • Single Instance
    • Text
Access the:
  • Calculated Field Exception Audit
     or
    Report Specific Calculated Field Exception Audit
     reports to verify the proper configuration of the calculated field.
  • Calculated Field Usage Hierarchy
     report to assess the downstream impacts of making changes to calculated fields used in reports.
  • View Calculated Field
     report to gain additional insights on pre-existing calculated fields.
Create a calculated field from within another calculated field definition.