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Administrator Guide
Last Updated: 2023-06-23
Set Up Trending Reports

Set Up Trending Reports

  • Create a custom trending report.
  • Security: These domains in the System functional area:
    • Custom Report Creation
    • Manage: All Custom Reports
You can configure the basic options for a trending report on the
Trending
 tab, including:
  • Fields to display and summarize in your report.
  • Time period for trended data.
You can use trending reports as subreports in composite reporting unless the trending report includes text-based count distinct summarization fields.
  1. Access the
    Edit Custom Report
     task.
  2. As you complete the
    Define the Time Period
     section on the
    Trending
     tab, consider:
    Option Description
    Time Field
    Select a date or time field from the report data source (RDS) that forms the foundation of the trending report.
    Example: For reports that use the
    Trended Workers
     RDS, select
    Record Date
     as the time field.
    Group by Time Period Field
    Select the initial field for summarizing data into the rows, which can be any date field.
    You can also select
    Create Time Period for Report
     to enter a time period and apply a calendar- or fiscal-based format, such as
    Year-Quarter
    .
    Your format must match the format of the
    Trending Period
    . Example: When you configure the
    Trending Period
     for a fiscal period, the
    Group by Time Period Field
     must also be a fiscal period.
    Label Override
    Enter a value to override the name of the
    Group by Time Period Field
     prompt that displays in the report header.
    Display Time Period Fields as
    Select an option to change the orientation of the report by making the time period fields display as either the columns or the rows.
    If you select:
    • Columns
      , add at least 1
      Group by Field
       value in the
      Row Grouping
       grid.
    • Rows
      , you can add up to 2
      Group by Field
       values in the
      Column Grouping (Optional)
       grid.
  3. As you complete the
    Column Grouping (Optional)
     or the
    Row Grouping
     section, consider:
    Option Description
    Sort Columns/Rows
    Select an option so that values sort in ascending or descending:
    • Alphabetical order based on the
      Group by Field
       value.
    • Order based on the column or row total.
    Sorting isn't case-sensitive.
    When enabled, Workday uses the logical sort order for the field specified in the
    Group by Field
     value.
    The
    Other
     column or row and the
    Total
     column or row always display as the right-most column or row in the report results.
    Indexed
    Workday selects the check box when you select:
    • An indexed data source.
    • A
      Group by Field
       indexed for grouping.
    If the
    Indexed
     check box is clear for a row, your report might run slowly. Consider replacing the
    Group by Field
     with a field indexed for grouping so that your report can run faster.
    Maximum Number of Columns/Rows
    Enter a value to specify the maximum number of column or row results. When the number of columns or rows exceeds the limit, Workday displays an
    Other
     column or row that summarizes the remaining values.
    Workday displays more than 1
    Other
     when:
    1. You select the
      Sum Remaining Values
       check box on the
      Output
       tab.
    2. The data exceeds the number of
      Top n Values
       that you specify.
    Hide Total Column/Row
    Select the check box to hide the total column or row in your report. Workday retains the check box selection when you:
    • Copy a standard report that hides column or row totals.
    • Export your report to Excel or PDF.
  4. In the
    Define the Field(s) to Summarize
     grid, specify how Workday should aggregate the data.
    As you complete the grid, consider:
    Option Description
    Summarization Type
    Specify the aggregation method used for the field. The results of the aggregation method display in the report cells or chart element, such as a column or donut segment.
    Select:
    • Calculation
       to create a custom calculation based on an arithmetic expression or to look up a prior value.
    • Count Distinct
       to drill into and view the distinct number of instances based on a field or row in your report results.
    Summarization Field
    This field is inactive when the
    Summarization Type
     is
    Count
    .
    Select a currency, instance, numeric, or text field for 1 of these
    Summarization Type
     options:
    • Average
    • Calculation
    • Count Distinct
    • Maximum
    • Minimum
    • Percentile
    • Sum
    Workday indexes report fields on Prism RDSs, but might not index all fields on standard RDSs. To select text fields for count distinct on a standard RDS, clear the
    Optimized for Performance
     check box on the
    Advanced
     tab.
    For a
    Calculation
    Summarization Type
    , select
    Create
    Create Summarization Calculation for Report
     or
    Create
    Create System-Wide Summarization Calculation
     to:
    • Create a summary calculation based on an arithmetic expression.
    • Look up a prior value based on:
      • Average x time periods.
      • Prior rollup period.
      • Prior time period.
      • Sum x time periods.
    To create tenant-wide summarization calculations, configure the
    System-Wide Summarization Calculation Management
     domain in the System functional area.
    You can create fields calculated from values in report-specific or tenant-wide calculated fields. For faster report performance, limit the number of calculated fields you include in the report.
    Format
    The format applies to:
    • Numeric labels.
    • Table and charted outputs.
    • The horizontal axis.
    • The vertical axis.
    When displaying numbers with
    Thousands
     and
    Millions
     formatting, Workday rounds each number independently, so a group of numbers might not add up to the total displayed.
    To display 12 decimal places when you export reports to Excel or PDF, you can select
    #,##0.000000000000
     or
    #,##0.############
     for these aggregated numeric fields:
    • Average
    • Maximum
    • Minimum
    • Sum
    The data must include 12 digits to display 12 decimal places, otherwise Workday trails the number with zeros.
    Options
    Specify options that control how the field data displays. The options available depend on the field type, such as currency, date, or text.
    You can select these options from the
    Valid Options
     prompt:
    • Percent of Overall Total
      : The value at the intersection of a column and row. Workday automatically changes the
      Format
       column to a percentage format.
    • Show Currency Symbol
      : Workday displays
      Invalid
       on fields that aggregate values in different currencies.
    • Use as Target Line
      : Creates 1 or more target lines for each data group based on numeric or currency fields. You can configure target lines on the
      Output
       tab.
    You can also select the
    Create
     prompt to create these custom display options:
    • Create Analytic Indicator for Report
      , which creates a report-specific analytic indicator. To create an analytic indicator for use in other reports, access the
      Create Analytic Indicator
       task.
    • Create Detail Data Override
      . Workday generates a detail data override for your summarization field when your report uses the
      Trended Workers
       RDS. You can enter a unique drill-down layout for the field. The detail data that you specify overrides the selections on the
      Drill Down
       tab. You can select these display options for the columns:
      • Display format.
      • Drill down window columns displayed.
      • Field label overrides.
      • The sort order.
      When you complete the
      Create Detail Data Override
       task, you can select
      Translate
       from the related actions menu of the
      Detail Data Override
      . The
      Translate Detail Data Override
       task enables you to specify an override to translate and a language for translation.
      You can also control which fields to sort on and the sort direction to use.
    • Create Percentile for Report
      , which enables you to create custom percentiles up to 2 decimal places to use in your report. Workday uses an approximate value for currency and numeric fields in the percentile (PCTL).
    If you configure your trending report to include a bar or column chart, you can create 1 or more target lines. To use a field as a target line, select the
    Use as Target Line
     option. For multiple target lines, you must include at least 1 currency or numeric field to summarize and 1 currency or numeric field to use as a target line.
    Indexed
    Workday selects the check box based on the indexed RDS, indexed data source filter, and the indexed field you select. The check box indicates if your report has the potential to run faster.