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Administrator Guide
Last Updated: 2024-03-22
Lookup Hierarchy

Lookup Hierarchy

Security:
Custom Field Management
 domain in the System functional area.
You can use the calculated field to report on your hierarchical data in Workday, including custom hierarchies and financial data. Lookup hierarchy retrieves data from Workday objects with a hierarchical structure and returns a single instance field containing the hierarchy node.
Workday doesn't enable you to assign a superior organization to a calculated field-referenced top-level node for these hierarchy types:
  • Company
    .
  • Cost Center
    .
  • Custom organizations enabled for hierarchies.
  • Location
    .
  • Region
    .
The calculated field considers the hierarchy level security and displays only the levels or nodes the report runner has permission to access.
  1. Access the
    Create Calculated Field
     task.
  2. Select
    Lookup Hierarchy
     from the
    Function
     prompt.
  3. As you complete the
    Calculation
     tab, consider:
    Option Description
    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
    .
    Hierarchy Node to be Returned
    Click:
    • Level Number
       to have the calculated field return the node at the specified level in the hierarchy.
    • Level Name
       to have the calculated field return the highest node with the specified name.
    • Hierarchy Node Assigned
       to have the calculated field return the node associated with the selected business object.
    Return first node if multiple nodes found
    Select the check box to return only the first node if the calculated field determines multiple nodes meet the criteria. Workday randomly selects the first node to display.
    If multiple nodes meet the criteria and you don't select the check box, Workday returns an error.
You can use the lookup hierarchy calculated field to:
  • Group purchase order lines by a defined level in the
    Spend Category Hierarchy
     in an expense report.
  • Retrieve a count of employees and subordinates from specific management levels in a supervisory organization.
You can create:
  • Additional calculated fields.
  • New calculated fields from within a lookup hierarchy calculated field.