Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Lookup Date Rollup

Lookup Date Rollup

Security:
Custom Field Management
 domain in the System functional area.
You can configure the calculated field to look up dates in Workday and display the value in the format you specify for these schedules:
  • Fiscal
  • Period
  • Weekly
Workday doesn't support lookup date rollup calculated fields on:
  • Discovery board sheet and visualization filters.
  • The Report Writer filters because the field returns derived instances.
  1. Access the
    Create Calculated Field
     task.
  2. Select
    Lookup Date Rollup
     for the
    Function
    .
  3. On the
    Calculation
     tab, select the
    Date Field
     and
    Format
    .
    If you select a fiscal format, you can prompt users for returned fiscal periods using the
    Derived Fiscal Summary Schedule or Fiscal Period from Global Field
     prompt.
You can use the calculated field to aggregate, group, or summarize data for a time period, fiscal schedule, or weekly schedule so that Workday returns:
  • 2015-Q1
     as the fiscal year-quarter rollup format for the date 01/01/2015 in a fiscal schedule or period.
  • The week end date so you can use it as the repeating field in a repeating column group in a composite report.
You can create:
  • Additional calculated fields.
  • New calculated fields from within a lookup date rollup calculated field.