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Last Updated: 2024-03-08
Example: Set Up a Column Outline Structure

Example: Set Up a Column Outline Structure

You want to set up an income statement that enables you to drill into data by using a:
  • Repeating column group that displays the data for each region.
  • Drillable column outline structure so you can view data by region.
  • Create actual and plan subreports.
  • Create an income statement 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. From the toolbar, click the gear icon to access settings.
  5. On the
    General
    tab, add
    Region
    to the
    Business Object Enabled for Filtering and Grouping
     grid, and click
    OK
    .
  6. Access the
    Repeating Column Groups
     section on the
    Columns
     tab.
    1. You cannot configure column outlining for repeating column groups if conditional values already exist on a row or cell. Additionally, if your report already contains lookup, calculation, dynamic, or combine data rows, you must delete those rows, add the repeating column group and outline structure, and then recreate the rows.
  7. Click
    Add Repeating Column Group
    .
  8. Select:
    Option Description
    Column Span Start
    C2
    End
    C4
    Repeating Column Group Name
    Repeat by Region
    Repeating Field Value Option
    Specify Value
    Repeating Field
    Region
  9. On the
    Outline Structure
     prompt, select
    Create
    Create Outline Structure
    .
  10. Select:
    Option Description
    Name
    Region Outline Structure
    Business Object
    Region
    Outline Approach
    Use Hierarchy
    Hierarchy Type
    Regional Hierarchy
    Top Level Node
    Global Modern Services Regions
    Last Level
    Leaf Node
  11. Confirm that the populated value in the
    Outline Structure
     prompt is the outline structure you created.
  12. Click
    OK
    .
  13. Click
    Run
    .
When you run the report, Workday displays a drillable column where you can expand and collapse actual, plan, and variance data by region. As this outline structure uses a nested expansion hierarchy, configuring Drill-To Report Links on these columns is not supported. Drill-To links require a single hierarchy.