Concept: Data Entry in Advanced Lookup Table EIB Spreadsheets
To create or update advanced lookup tables, you can create an Enterprise Interface Builder (EIB) based on the
Put Advanced Lookup Table
web service. You can then enter data in a spreadsheet that corresponds to the inbound EIB and upload it to Workday. Using an EIB can save time and improve accuracy when updating large tables. - Security
- Make sure that users haveGetandPutintegration permissions on these domains:DomainPermissionsSet Up: Calculations – Genericin the Core Payroll functional area.Set Up: Time Off (Calculations – Generic)in the Time Off and Leave functional area.Users assigned to 1 or both of these domains can update advanced lookup tables.Access Calculation (Segmented)domain in the Core Payroll, Implementation, Payroll Interface, and Time Off and Leave functional areasUsers can configure access to calculations using segment-based security groups.Integrations: EIBsin the Integrations functional area.Users assigned to this domain can launch EIBs.
- Minimize Integration Processing Time
- Before you upload the table data to Workday, remove from the spreadsheet any effective-dated snapshots:
- That you didn't change.
- That you don't want to update.
The snapshots that you remove from the spreadsheet remain intact in Workday when you upload new data.The spreadsheet must include all rows in the effective-dated snapshots you're updating, even if some rows don't change. When you add rows to an existing snapshot, the spreadsheet must include all existing rows.For best performance, Workday recommends that you limit the number of rows in an advanced lookup table to 15,000 across all snapshots.
- Spreadsheet Key Column
- TheSpreadsheet Keycolumn identifies each advanced lookup table in the spreadsheet. The rows associated with a particular advanced lookup table all have the same spreadsheet key.
- When there's only 1 advanced lookup table, copy the spreadsheet key to each new row you add to the spreadsheet.
- When you create a new lookup table, enter a newSpreadsheet Keyfor all of its associated spreadsheet rows.
- Row ID Columns
- Use the 3Row IDcolumns in the spreadsheet when you add data to an existing advanced lookup table.Spreadsheet SectionRow ID IdentifiesHow to Update Row IDColumn DataThe columns in the advanced lookup table.Increment theRow IDvalue for each column that you add to an advanced lookup table. All snapshots in an advanced lookup table must have the same number of columns.Snapshot DataEach effective-dated snapshot in the advanced lookup table.Assign the sameRow IDvalue to each spreadsheet row associated with a snapshot.Row DataThe advanced lookup table rows in the associated snapshot, in the order created.Increment theRow IDvalue for each row that you add to an advanced lookup table snapshot. When you create a new snapshot, assign incremental Row ID values to each advanced lookup table row.
- Lookup Table Row Instance Column
- Workday assigns a unique ID to each row in an advanced lookup table. When you create a spreadsheet with advanced lookup table data, these IDs display in theLookup Table Row Instancecolumn. When you add rows to the spreadsheet, Workday recommends that you leave this column empty. Workday assigns the IDs when you upload the spreadsheet data.
- Delete Snapshot and Delete Row Columns
- Use these columns to delete data from an advanced lookup table.
- To delete a snapshot: SelectYin theDelete Snapshotcolumn next to the effective date you want to delete.
- To delete a row: SelectYin theDelete Rowcolumn next to the lookup table row instance.