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Administrator Guide
Last Updated: 2024-03-08
Example: Set Up Analytic Indicators

Example: Set Up Analytic Indicators

You want to interpret the variance between the actual and plan data on your income statement. You want to set up analytic indicators to use colors and shapes so you can quickly identify zero, positive, and negative numbers on the variance column.
  • Create actual and plan subreports.
  • Create an income statement using a composite report.
  • Security: These domains in the System functional area:
    • Custom Report Creation
    • Manage: All Custom Reports
  1. Access the
    Edit Custom Report
     task.
  2. Select
    Income Statement
     from the
    Report Name
     prompt.
  3. Click
    OK
    .
  4. Access the
    Calculation Columns
     section on the
    Columns
     tab.
  5. Click
    Edit
     in the
    Actions
     column of
    C4
    .
  6. From the
    Options
     prompt, select
    Create
    Create Analytic Indicator for Report
    .
  7. Enter
    Negative Analytical Indicator
     in the
    Display Option Name
     field.
  8. Select:
    Option Description
    Visualization Type
    Status - Green/Yellow/Red
    Default Visualization
    No visualization
  9. On the
    Display Conditions
     grid, add 3 rows.
  10. Select:
    Column Reference
    Condition
    Visualization
    C4 Variance
    greater than
    Red diamond
    C4 Variance
    equal to
    Yellow triangle
    C4 Variance
    less than
    Green circle
  11. Click
    OK
    .
  12. Confirm that the analytic indicator option is correct and click
    OK
    .
  13. Click
    Run
    .
When the report runs, Workday displays analytic indicators on the composite report based on the variance. When the variance is:
  • Positive, Workday displays a red diamond.
  • Zero, Workday displays a yellow triangle.
  • Negative, Workday displays a green circle.