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Workday User Guide
Last Updated: 2023-10-20
Example: Build Linked Event Worksheets

Example: Build Linked Event Worksheets

This example illustrates how to build linked event worksheets to convert different currencies on to your bid sheets.
You're a buyer in the United States running an event with suppliers in different European countries. You want to convert the currency of the supplier bids into USD.
Submit a Customer Care case in Community for Strategic Sourcing Instance Management, and select the Enable Feature option. Specify the
linked_worksheets
 feature flag, the Sourcing module, and the name of the environment where you want to enable the flag. You can find environment names in your company profile in
Settings
.
  1. Access your event.
  2. In the
    Build Response Sheet
     section, select
    Add Worksheet
    .
  3. In the
    Add New Worksheet
     side panel, select
    Add a Blank Standard Worksheet
     and click
    Add
    .
  4. Click
    Edit Worksheet Details
     to rename the worksheet to
    Conversion Rates
    . Click
    Save & Close
    .
  5. Click the
    Edit Column
     drop-down menu and select
    Remove All Columns
    .
  6. Click
    Delete All Columns
     to confirm deletion.
  7. Click
    Add Column
     and add these 2 columns:
    Column Name
    Column Type
    Currency Type
    Text
    Conversion Price
    Currency
    Ensure you select
    Show to Suppliers
     for
    Visibility
     in both columns. Suppliers need to see the currency types in the drop-down menu of this column.
  8. To base the conversion rate in USD, enter 2 rows:
    Currency Type
    Conversion Price
    USD
    1
    EUR
    0.94
  9. Click
    New
     to add a new blank standard worksheet and create your bid sheet.
  10. Click
    Add Column
     while in the new worksheet, name the column
    Quoted Price
    , and enter these values:
    Field
    Select
    Type
    Number
    Visibility
    Supplier Fills
  11. Click
    Save
    .
  12. Click
    Add Column
    , name the column
    Currency
    , and enter these values:
    Field
    Select
    Type
    Lookup
    Source Worksheet
    Conversion Rates
    Source Key Column
    Currency Type
    Visibility
    Supplier Fills
  13. Click
    Save
    .
  14. Create another column, name it
    Extended Price in US Dollars
    , and enter these values:
    Field
    Select
    Type
    Formula
    Visibility
    Show to Suppliers
  15. Click
    Save
    .
  16. Click into the
    Extended Price in US Dollars
     column and click
    Edit Column
    .
  17. Click
    Edit Formula
    .
  18. Enter this formula to convert the quoted price from the supplier currency into USD:
    Quantity * (Quoted Price * Source Field(Currency, Conversion Price))
    .
    Use
    Source Field
     to lookup the value for the conversion price associated with the option selected by the supplier for currency.
  19. Click
    Save Formula
    .
  20. In the
    Edit Column
     side panel, click
    Save
     and close the panel.
  21. Right-click in the
    Price
     column and select
    Delete Column
    .
  22. Right-click in the
    Extended Price
     column and select
    Delete Column
    .
  23. Test your formula:
    1. Enter
      1
       in the
      Quantity
       column for row 1.
    2. Click
      Preview
      .
    3. In the
      Quoted Price
       column, enter
      1
      .
    4. In the
      Currency
       column, select
      USD
      .
      The
      Extended Price in US Dollars
       column displays
      1.00
      .
    5. In the
      Currency
       column, select
      EUR
      .
      The
      Extended Price in US Dollars
       column displays
      0.94
      .

This content is not part of the Workday Administrator Guide.