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Administrator Guide
Last Updated: 2024-09-20
Set Up Composite Report Cells

Set Up Composite Report Cells

  • Create a custom composite report.
  • Configure the columns, rows, and subreports for the composite report.
  • Security: These domains in the System functional area:
    • Custom Report Creation
    • Manage: All Custom Reports
You can configure:
  • Label cells that display text items on the report, such as headers and titles.
  • Data cells that display data from a matrix or trending subreport.
  • Calculation cells that display the results of calculations applied to other cells.
You can perform bulk actions on cells. Examples:
  • Configure calculation expressions and reverse the sign for calculation cells.
  • Configure true/false conditions for conditional value and conditional format cells.
  • Maintain filter criteria for data cells.
  • Format overrides.
Workday retains the configuration of cells that you duplicate, including the:
  • Cell label.
  • Options selected for the cell.
  • Subreports used in the cell.
  • Style formatting you select.
  1. Access the
    Edit Custom Report
     task.
  2. (Optional) On the
    Cells
     tab in the
    All Cells
     section, mass configure the cells in your report.
    You can also access the
    Table
    tab and select
    Define
    , then the cell type from the menu of an undefined cell.
  3. (Optional) In the
    Label Cells
     section, click
    Define Cell
    .
    As you complete the section, consider:
    Option Description
    Row Location
    Column Location
    Select the location for the cell where the row and column intersect.
    Text Expression
    Enter text to display on your report and enclose variables in brackets.
    Example:
    Headcount in [V1]
    .
    [V1] Variable... [V4] Variable
    When you run the report, Workday replaces the variable with the dynamic value in the variable field, such as the headcount.
  4. As you complete the
    Data Cells
     section, consider:
    Option Description
    Sub Report Name
    Select an advanced or matrix report to add to your composite report.
    Map Sub Report Prompts
    Configure each prompt field when the:
    • Composite report uses a prompt set.
    • Subreport uses prompts.
    Filter Data in Sub Report
    Complete the grid to filter rows from the advanced, matrix, or trending subreport. Workday keeps the sort order from the subreport when you run the composite report.
    Hide Analytic Indicator
    Select the
    Hide Analytic Indicator
     check box on the
    Options
     prompt to hide visual representations configured on the columns.
  5. As you complete the
    Calculation Cells
     section, consider:
    Option Description
    Expression
    Configure formulas and nest up to 5 functions for report cells using these math functions:
    • Difference
    • Divide
    • Multiply
    • PercentIncrease
    • PercentRemaining
    • Sum
    For Divide, you can select
    AbsRef
     in the denominator to maintain the original cell reference regardless of its duplicated location on the report. Absolute reference doesn't support nesting calculations and doesn’t convert a negative value to a positive value.
    For these functions, Workday defaults
    Return Zero on Error
     to true unless you set it to false:
    • Divide
    • PercentIncrease
    • PercentRemaining
    Hide Analytic Indicator
    Select the
    Hide Analytic Indicator
     check box on the
    Options
     prompt to hide visual representations configured on the columns.
  6. (Optional) Set up conditional value cells by clicking:
    • Define Cell
      Conditional Value
       in the
      All Cells
       section.
    • Style
      Conditional Format
       for calculation, data, or label cell types.
    As you complete the section, consider:
    Option Description
    True/False Condition
    Create or select an override condition. You can specify the rounding behavior for the value when you create an override.
    Condition is True
    Condition is False
    Configure the cell to display zero or the actual value based on whether the condition is true or false.
    Workday displays your configured conditional value override in the
    Conditional Value Cells
     section where you can clear, edit, or move the configuration.
  7. (Optional) Set up conditional formatting cells by clicking:
    • Define Cell
      Conditional Format
       in the
      All Cells
       section.
    • Style
      Conditional Format
       for calculation, data, or label cell types.
    Option Description
    True/False Condition
    Create or select an override condition. You can specify the rounding behavior for the value when you create an override.
    Condition is True
    Condition is False
    Configure cell visibility and style.
    Workday displays your configured conditional formatting in the
    Conditional Format Cells
     section where you can clear or edit the configuration.
  8. (Optional) As you complete the
    Style
    section, consider:
    Option Description
    Style
    Select from Workday-delivered or custom styles.
    You can create your own style for these attributes by accessing the
    Create Formatting Style
     task:
    • Alignment
    • Border
    • Column Width
    • Fill
    • Font
    • Gridlines
    • Number
  9. (Optional) Click
    Clear
     in any section with configured cells to clear dependent report components down to 3 levels of depth in the dependency hierarchy.