Concept: Report-Specific Calculated Fields

Report-specific calculated fields are calculated fields used within a single report definition.

You can create report-specific calculated fields from the related actions menu of a custom report by selecting

Calculated Field for Report

Create Calculated Field

. You can also create them by selecting

Create Calculated Field for Report

from these prompts in a report definition:

Business Object
or
Field
on the
Columns
tab in an advanced report.
Comparison Value
on the
Filter
tab in a transposed report.
Field
on the
Search Results
tab in a search report.
Group by Field
on the
Matrix
tab in a matrix or nBox report.
Summarization Field
on the
Trending
tab in a trending report.

For advanced reports,

Create Calculated Field for Report

is available on the

Field

prompt of the

Columns

tab for report owners only.

Report-specific calculated fields are unavailable for simple reports.

You can also access the related actions menu on the custom report to:

Maintain and view details for an existing report-specific calculated field by selecting
Calculated Field for Report
Maintain
.
Understand the calculated field configuration for a report and view nested calculated fields by selecting
Custom Report
View Calculated Field Hierarchies
.

Changing a calculated field can cause unintended downstream impacts to financial reports, hiring business processes, reports auditors rely on, and so on. It's critical that users have the appropriate level of calculated field access. To ensure control and consistency, consider creating additional security groups to grant specific actions or limiting access to specific individuals for the

Private Calculated Field Management

domain. The domain enables users to create, change, or delete any report-specific calculated field in your tenant.

To assess the impacts of making changes to calculated fields used in reports, access the

Calculated Field Usage Hierarchy

report.

The

Convert Calculated Field for Report

task enables you to change a calculated field from report-specific to tenant-wide so you can use it in other areas throughout Workday. When you convert a calculated field,

Workday doesn't convert other report-specific calculated fields that reference the converted calculated field. Run the
Calculated Field Exception Audit
or
Report Specific Calculated Field Exception Audit
report to view calculated field errors.
Consider your security permissions, as you might have permission to create only report-specific calculated fields.