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Administrator Guide
Last Updated: 2023-06-23
Example: Set Up a Column Outline Structure

Example: Set Up a Column Outline Structure

You want to set up an income statement that enables you to drill into data by using a:
  • Repeating column group that displays the data for each region.
  • Drillable column outline structure so you can view data by region.
  • Create actuals and plan subreports.
  • Create an income statement composite report.
  • Security: These domains in the System functional area:
    • Custom Report Creation
    • Manage: All Custom Reports
  1. Access the
    Edit Custom Report
     task.
  2. Select
    Income Statement
     from the
    Report Name
     prompt.
  3. Click
    OK
    .
  4. Select columns
    C2
     to
    C4
    .
  5. From the menu of column
    C4
    , select
    Repeating Column Group
    .
  6. Enter
    Repeat by Region
     in the
    Repeating Column Group Name
     field.
  7. Select
    Region
     from the
    Repeating Field
     prompt.
  8. From the
    Outline Structure
     prompt, select
    Create
    Create Outline Structure
    .
  9. Enter
    Region Outline Structure
     in the
    Name
     field.
  10. In the
    Primary Hierarchy
     section, select:
    Option Description
    Business Object
    Region
    Outline Approach
    Use Hierarchy
    Hierarchy Type
    Regional Hierarchy
    Top Level Node
    Global Modern Services Regions
    Last Level
    Leaf Node
  11. Click
    OK
    .
  12. Confirm that the populated value in the
    Outline Structure
     prompt is the outline structure you created.
  13. Click
    OK
    .
  14. Click
    Run
    .
When you run the report, Workday displays a drillable column where you can view actuals, plan, and variance data by region.