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Workday Reporting and Integration Overview

The document provides an overview of reporting in Workday including building custom reports, sorting and filtering reports, prompting reports, and report security. It also covers integrating Workday data using the Enterprise Interface Builder.

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Abdul
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118 views7 pages

Workday Reporting and Integration Overview

The document provides an overview of reporting in Workday including building custom reports, sorting and filtering reports, prompting reports, and report security. It also covers integrating Workday data using the Enterprise Interface Builder.

Uploaded by

Abdul
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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1 - Reporting Overview

● Workday Reporting Overview


● Finding Reports in Workday
● Scenario
● Workday Standard Reports
● Copying a Standard Report
● Modifying Report Columns
● Saving Prompt Filters
● Hiding Standard Reports
● Using Report Tags
● All custom reports

2 - Building Custom Reports

● Reporting Terminology
● Importance of the Report Data Source
● Class Report Fields
● Determining the Primary Business Object and Data Source
● Business Object Details Report
● Data Sources Report
● Scenario
● Contextual Reporting
● Creating a Custom Report
● Adding Fields from Related Business Objects

3 - Sorting and Filtering

● Scenario
● Sorting
● Scenario
● Filtering
● Using Wok tags for Filtering

4 - Prompting

● Scenario
● Prompting
● Where can Prompts come from?
● scenario
● Runtime data prompts
● scenario (on your own)

5 - Totalling, Grouping and outlining


● scenario
● Totalling
● Grouping
● Outlining
● Report Output
● Summary Reports

6 - Report Security

● Scenario
● Workday Security Model
● Sharing Reports
● common report access issues
● who can create, edit, copy and delete a custom report?
● transferring ownership of a report

7 - Scheduling Reports

● Scenario
● Scheduling a Report
● Scheduled Future Processes
● Process Monitor

8 - Report Performance

● Scenarios
● Use cases
● Factors the impact performance
● Testing and Debugging
● Reporting Security Domains
● Frequently Asked Questions
● Helpful Resources

Integration

1 - Enterprise Interface Builder (EIB) overview

● Integration architecture review


● EIB overview
● EIB design pattern
● Security to build and launch integrations
● Security setup for EIBs
2 - Outbound EIB

● Report-as-a-Service (RaaS)
● Create outbound Enterprise Interface
● Launching an Integration System
● Means to launch an EIB
● Schedule an Integration
● Dynamic Filenames
● Notifications

3 - Transformations

● Custom report transformation


● Custom transformation
● XML elements and attributes
● Report-as-a-Service and custom transformation

4 - Delivery

● External File Delivery


● Email as destination

5 - EIB and Workday Web Service

● Workday Public Webservices


● Custom transformations and Web Services
● Importing an XML File using EIB and XSLT

6 - Inbound EIB with templates

● Loading bulk data into Workday using EIB


● Spreadsheet Templates
● Create inbound integration system
● View Template module
● Generate Spreadsheet template
● Integration IDs
● Business process guidelines
● Launching a template-based inbound EIB

7 - Troubleshooting Inbound EIB

● Business Process Status


● Integration Error Handling
● Integration Exception Reports
● Edit an Integration Attachment
8 - Customizing the Template Model

● View and Edit Template Model


● Populating generated templates
● Customizing template model

9 - Advanced Inbound EIB

● Generate spreadsheet template with data


● Inbound EIBs for import web services

1 - Calculated Fields Overview

● Calculated fields overview


● Characteristics of calculated fields
● System-wide vs Report-specific calculated fields
● Calculated field functions
● Naming conventions
● Access to calculated fields
● Locating existing calculated fields
● Performance considerations

2 - Working with Dates and Text Strings

● Global calculated fields


● Numeric constant
● Increment or decrement date
● Date difference
● Substring text
● Convert Text to number
● Text Length

3 - Evaluating Conditions

● Constant fields
● True/False condition
● Evaluate Expression
● Calculation Hierarchy
● Planning your calculated fields
● Lookup range band
● Evaluate expression Vs. Lookup range band
● Performance consideration
4 - Performing Mathematical Calculations

● Count related instances


● Sum related instances
● Arithmetic calculations
● Convert currency

5 - Retrieving Data from Related Objects

● Working with related business objects


● Lookup Related Value
● Extract Single Instance
● Extract multi-Instance
● Performance considerations

6 - Working with Lookups

● Lookup Hierarchy
● Lookup Hierarchy Rollup

7 - Change Detection

● Lookup value as Date


● Change detection
● Reporting on Business process events
● Reporting on Events: PBO Vs RBO
● Current and Proposed values

1 - Core Connector: Worker

● Core Connector: Worker


● Integration System Services
● Integration Attributes
● Integration Field Attributes
● Integration Field Overrides
● Integration Maps
● Access to Workday data
● Launching an Integration System
● Change detection
● Transaction Log
● Integration Audit Files
● Integration sequence generators
● Integration business process

2 - Document Transformation
● The document transformation connector
● Chaining outbound connectors with document transformation
● Document transformation integration XSLT formatting
● Fixed length file scenario
● Delimited file scenario
● XML file scenario
● XML file scenario enhanced
● ETV and XTT scenario
● Changing document transformation system

3 - Inbound core connector

● Core connector: Organization inbound


● Document transformation with an inbound connector

1- Getting started with Workday studio

● Overview
● What is workday studio?
● Workday studio security basics
● Workday studio navigation
● Workday studio platform

2 - Workday Studio – Collections

● Integrations, Collections, and the Cloud Repository


● Developing Integration Collections
● Export Collections
● Import Collections
● Deploying workday studio projects to Workday
● Source Code for Deployed Integration in Tenant
● Version control

3 - Configuring Workday Studio Components

● Workday studio samples


● Assemblies
● Workday-in Transport
● Deploying to Workday
● Modifying HelloCloud Components

4 - Building an Integration

● Creating assembly projects


5 - Architecture Overview

● Message Flow through assemblies

6 - Building an Integration with WWS

● Use the Web Services Tester. Workday public web service


● Calling a Workday web service operation from the Assembly

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