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Administrator Guide
Last Updated: 2024-10-04
Set Up the Trended Workers Report Data Source

Set Up the Trended Workers Report Data Source

  • Enable worker trending in your tenant.
  • Security:
    Set Up: Tenant Setup - Reporting and Analytics
     domain in the System functional area.
You can update configuration settings for your trended data when using the
Trended Workers
 report data source, including:
  • Returning data from between 12 to 72 months.
  • Adding up to 5 boolean, 5 numeric, or 5 single instance report fields from the Position, Worker, and Worker Business Process business objects.
  • Adding Workday-delivered report fields and creating calculated fields.
  • Mapping up to 10 organization types to trended worker report fields.
  • Securing report fields that you add to additional security domains.
  • Selecting if numeric report fields you add are semiadditive measures, which don’t sum over multiple periods.
  • Viewing report field usages in reports and worker trending job processing statuses.
  1. Access the
    Maintain Trended Workers
     task.
  2. (Optional) On the
    Status
     tab, view the run history for recent trended jobs and the statuses for report fields enabled for worker trending data in your tenant.
  3. As you complete the
    Configuration
     tab, consider:
    Option Description
    Trending Start Date
    Select the earliest date for Workday to capture worker trending data. Example: You can collect:
    • Data from the date your company started using your Workday production tenant, if the date is fewer than 72 months.
    • Only the data you need by limiting the time periods.
    • Up to 72 months of production tenant data.
    Number of Periods
    Configure the number of months, between 12 to 72, that you want to return data for. This number impacts all reports that use the
    Trended Workers
     data source.
    Number of Retroactive Periods
    Enter the number of historical periods calculated by the incremental update process.
    You can enter:
    • 1
      ,
      2
      , or
      3
       to recalculate the data nightly for production tenants and weekly for nonproduction tenants.
    • 4
      ,
      5
      , or
      6
       to recalculate the data weekly on each Monday for production tenants and weekly for nonproduction tenants.
    Trending Period
    Select a calendar month or fiscal period.
    Your
    Trending Period
     selection must match your
    Group by Time Period Field
     selection. Example: If your
    Trending Period
     is calendar-based, then the
    Group by Time Period Field
     must be calendar-based.
    You can use calendar month and fiscal period simultaneously if the last day of the fiscal period in the fiscal schedule is always the last day of a calendar month.
    If you trend by fiscal period, you can't use Workday-delivered reports because the reports trend by calendar month. Instead, copy the report and reconfigure it to use fiscal periods.
    Fiscal Schedule
    Select a fiscal schedule, as defined on the
    Create Fiscal Schedule
     task.
    Include Terminations on Period End Date
    Select to include workers terminated on the last day of the period in the ending headcount. When selected, Workday counts worker termination events 1 day after the termination effective date.
    If you change this option, regenerate your trending data using the
    Create Worker Trending Data
     task to apply the new ending headcount calculation.
    Use International Assignments as Primary Position for Trended Worker
    Select to use the worker's primary position for worker trending data. Clear the check box to capture host position data.
    You can access the
    Update Worker Trending Data
     task to manually synchronize your data as a background process to:
    • Capture added retroactive changes for up to 6 periods.
    • Recompute for the most recent event.
    You must have access to the
    Custom Report Administration
     domain in the System functional area to access the task. Workday runs this task weekly for nonproduction tenants (Implementation and Sandbox), and either nightly or every Monday for production tenants depending on your retroactive period selection. You can view the
    Recent Run History
     on the
    Status
     tab on the
    Maintain Trended Workers
     task.
  4. As you complete the
    Organizations
     tab, consider:
    Option Description
    Report Field
    Select the single instance organization report field to map to the
    Organization Type
    .
    Organization Type
    Select up to 10 organization types to report on for trended worker data and assign multiple types to workers. Workday selects 1 if you don't specify a top-level organization.
    Top Level Organization
    Specify the top-level organization that maps to the organization type you select.
  5. As you complete the
    Additional Fields
     tab, consider:
    Option Description
    Source
    Select the:
    • Position business object to capture position data.
    • Worker business object to capture snapshot data.
    • Worker Business Process business object to capture activity data.
    Field Type
    Configure up to 5 report fields for each of these report field types:
    • Boolean
    • Numeric
    • Single Instance
    Field
    Select a report field associated with the business object of the
    Source
     or access the
    Create Calculated Field
     task.
    A field is suitable if Workday displays the same result each time the field executes. The criteria for when a field becomes unsuitable includes if it:
    • Changes the result based on the security configuration of the report runner.
    • Derives instances, such as a lookup date rollup calculated field.
    • Retrieves an image.
    • Runs a query for data.
    • Uses prompts.
    Access the
    Field Suitability for Business Objects
     report to view the indexing suitability for fields on a business object.
    Consider the impact on performance when using calculated fields.
    Domain
    Select the security domain to secure to the report fields.
    Semi Additive Measure
    Select if a numeric report field is a semiadditive measure, which doesn’t sum over multiple periods.
    Field Usage
    Click to view usages for a report field. You can't remove a trended worker report field until you remove the usages in reports.