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Administrator Guide
Last Updated: 2023-06-23
Lookup Hierarchy Rollup

Lookup Hierarchy Rollup

Security:
Custom Field Management
 domain in the System functional area.
You can use the calculated field in matrix reports to report and drill down on your hierarchical data.
Workday considers the hierarchy level security of the report runner and enables them to access only permissible levels. Workday returns a blank value for data the report runner doesn't have access to.
  1. Access the
    Create Calculated Field
     task.
  2. Select
    Lookup Hierarchy Rollup
     from the
    Function
     prompt.
  3. As you complete the
    Calculation
     tab, consider:
    Option Description
    Source Field
    Select a field associated with the selected business object.
    Hierarchy Type
    Select a field to use as the top-level hierarchy.
    Available options depend on your
    Source Field
     selection.
    Top Level Node in Hierarchy
    Select a field to use as the top-level node based on your selected
    Hierarchy Type
    .
You can use the lookup hierarchy rollup calculated field to view summarizations of and drill down on:
  • Data within a
    Cost Center
     hierarchy in an expense report.
  • Employees within a
    Supervisory Organization
     hierarchy.
You can create:
  • Additional calculated fields.
  • New calculated fields from within a lookup hierarchy rollup calculated field.