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Administrator Guide
Last Updated: 2023-06-23
Create Outline Structures for Composite Reports

Create Outline Structures for Composite Reports

Security:
Outline Structure Management
 domain in the System functional area.
You can use outlining in composite reports to expand and collapse various levels of data when report results display. Workday retains outlining when you export composite reports to Microsoft Excel, enabling you to expand levels of data.
Outline structures set up:
  • How the outline behaves when referenced by a composite report.
  • The business object that you base the outline on.
You can reuse outline structures in more than 1 composite report definition because they're independent of the report. A composite report can include up to 8 outline levels, including a primary hierarchy and 7 expansion hierarchies nested. Composite reports don't support enforced hierarchies that skip levels.
  1. Access the
    Create Outline Structure
     task.
  2. As you complete the
    Primary Hierarchy
     section on the
    Outline Structure
     tab, consider:
    Option Description
    Business Object
    Select the business object that matches the dimension configuration for the
    Control Field
    .
    Outline Approach
    (Available options depend on the business object that you select.) You can select
    Use Field Value
     or
    Use Hierarchy
     when the business object contains a hierarchy. When the business object doesn't contain a hierarchy, Workday selects
    Use Field Value
    .
    Hierarchy Type
    (Available when you select
    Use Hierarchy
     as the
    Outline Approach
    .) Select the hierarchy type of the business object that matches the control field column of the composite report.
    Top Level Node
    (Available when you select
    Use Hierarchy
     as the
    Outline Approach
    .) Select the top-level node of the business object that matches the control field column of the composite report.
    Last Level
    (Available when you select
    Use Hierarchy
     as the
    Outline Approach
    .) Select the level number or leaf node that is the last level for the hierarchy.
    Node Value Display Field Override
    Select a field to override the populated label for the node that displays when the report runs. Example: Instead of displaying the node
    Corporate: Salary & Benefits
     for a hierarchy outline, you can select
    Ledger Account Identifier or Ledger Account Summary ID
     to display the unique ID for the node.
    When you override the populated value, you can't access the related actions menu or drill into the node.
    Detail Value Display Field Override
    Select a field to override the populated label for the leaf that displays when the report runs. Example: Instead of displaying populated values for each leaf in the
    Corporate: Salary & Benefits
     node, you can have these leaves display their
    Identifier
    :
    • 6000
    • 6010
    • 6020
    When you override the populated value, you can't access the related actions menu or drill into the leaf.
  3. (Optional) Set up hierarchies associated with the business object on the
    Expansion Hierarchies
     grid. Once you reach the desired level in the primary hierarchy, you can configure subsequent hierarchies to expand the hierarchy.
  4. (Optional) From the
    First Level
     prompt, select the level number or leaf node that starts the hierarchy.
  5. (Optional) On the
    Expansion Path
     tab, configure the subsequent expansions to use once you reach the desired level on the primary hierarchy.
    As you complete the tab, consider:
    Option Description
    Business Object Enabled
    Select the business object used in each subreport.
    Business Object Hierarchy
    Select the business object that corresponds to the business object selection in the
    Expansion Hierarchies
     grid.
    Expansion Field
    Select a field related to the business object.
You can use the outline structure in your composite report to set up:
  • Column outlining in the control field column.
  • Filtering using the business object hierarchy.
  • Row outlining in a lookup data row.
You can view the outline structure usage in your tenant by accessing the
View Outline Structure
 report.