Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2024-09-20
Enable Business Objects for Filtering and Grouping

Enable Business Objects for Filtering and Grouping

  • Create a custom composite report.
  • Create the advanced, matrix, or trending reports you want to use as subreports in your composite report.
  • Security: These domains in the System functional area:
    • Custom Report Creation
    • Manage: All Custom Reports
You can enable business objects that filter and group your subreport data, in addition to determining the:
  • Data you can reference in your composite report.
  • Filter criteria you can use on rows. Example: You can define the filter criteria on lookup data rows using a business object enabled for filtering and grouping.
  • Groupings you can use on columns.
  1. Access your composite report from the
    Edit Custom Report
     task.
  2. As you complete the
    Business Object Enabled for Filtering and Grouping
     grid, consider:
    Option Description
    Business Object
    Select the business object that matches the dimensions setup in all subreports used in the composite report. Each subreport must reference all enabled business objects as primary or related business objects.
    Your selection determines the available values for the:
    • Control field column.
    • Data column.
    • Lookup data row.
    Hierarchy Structure
    (Available when the business object has a hierarchical structure.) Specify a hierarchy structure that you can use when you define the filter criteria on a:
    • Data cell.
    • Data column.
    • Lookup data row.
    Example: You can define the filter criteria on a lookup data row in terms of all the values in the
    Corporate: All Accounts
     hierarchy structure.
    To enable
    Bulk Add Rows
     on the
    Rows
     tab, configure the
    Business Object
     and
    Hierarchy Structure
    .
    Workday references only the primary hierarchy for the outline structure.
    Hierarchy Effective Date
    Select the effective date that Workday uses to retrieve the hierarchies in the hierarchy structure for filtering. Example: You undergo a company-wide reorganization at the beginning of next month. You can use the first day of next month to reference the reorganized hierarchy structure.
    Consider that:
    • Depending on the field, your selection might be the end date associated with the report period.
    • Not all hierarchies are date effective.
Set up composite report columns on the
Columns
 tab. You can also access the
Table
 tab and select
Define
, then the column type from the menu of an undefined column.