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Administrator Guide
Last Updated: 2023-06-23
Create Analytic Indicators

Create Analytic Indicators

Security:
Custom Report Administration
 domain in the System functional area.
Analytic indicators enable you to analyze data quickly by viewing visual representations in your reports. You can create report-specific or tenant-wide analytic indicators to:
  • Display ratings.
  • Highlight data exceptions.
  • Illustrate progress.
  • Indicate status.
  • Monitor thresholds.
  • Visually categorize and group data.
  1. Access 1 of these tasks:
    • Create Analytic Indicator
      .
    • Edit Custom Report
       and select
      Create
      Create Analytic Indicator for Report
       from the
      Options
       prompt of eligible fields.
  2. Select the
    Business Object
     and the
    Field
     as the basis of the analytic indicator.
    You can use the analytic indicator throughout Workday in reports with matching business objects and fields.
    Workday doesn't support analytic indicators for rich text field types.
  3. As you complete the task, consider:
    Option Description
    Default Help Text
    Workday displays the text you enter here as hover text for the visualization when the report runs.
    Display Conditions
    Workday evaluates the conditions in sequential order until a condition returns as
    true
    . Only 1 analytic indicator displays even if Workday returns multiple true conditions. To configure more complex condition rules, use calculated fields.
    Enable Display Option by default
    When you select this check box, Workday selects the analytic indicator in the
    Options
     field whenever you add the corresponding field to a report.
    Display Analytic Indicator on Totals
    Select this check box to use the analytic indicator whenever Workday displays a total. Otherwise, Workday displays analytic indicators on detail rows on the report.
You can use analytic indicators to:
  • Flag data for employee salaries that are out of range, employees on international assignment, and managers with overdue performance reviews.
  • Illustrate progress on performance reviews completed for an organization.
  • Indicate status of training business process items.
  • Visualize ratings of employee performance or vendors.
  • Visually highlight salary percent increase and attrition that exceeds or falls below specified limits.
Select the
Hide Analytic Indicator
 check box on the
Options
 prompt to hide analytic indicators on these cells and rows:
  • Calculation cells.
  • Data cells.
  • Calculation rows.
  • Combine data rows.
  • Dynamic data rows.
  • Lookup data rows.