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Administrator Guide
Last Updated: 2023-06-23
Set Up Composite Report Columns

Set Up Composite Report Columns

  • Create a custom composite report.
  • Create the advanced, matrix, or trending reports you want to use as subreports in your composite report.
  • Security: These domains in the System functional area:
    • Custom Report Creation
    • Manage: All Custom Reports
You can configure these column types on your composite report:
  • Calculation columns display the result of calculations applied on other columns.
  • Control field columns set the common dimension across your report.
  • Data columns display aggregated data from a subreport.
  • Empty columns display empty space between other columns.
  • Lookup field value columns display attributes of a control field.
You can create your reports more efficiently by duplicating columns with calculation or data cells. Workday retains the configuration of the cell, including the:
  • Cell label.
  • Options selected for the cell.
  • Subreports used in the cell.
  • Style formatting selected.
  1. Access the
    Edit Custom Report
     task.
  2. Set up a control field column by selecting
    Define
    Control Field
     from the menu of an undefined column.
  3. (Optional) As you complete the
    Outline Data
     section, consider:
    Option Description
    Outline Structure
    Select an outline structure to use in lookup data rows, such as the
    Ledger Account Outline
     outline structure. When you use the outline structure in lookup data rows, you can expand and collapse nested groupings of ledger accounts.
    Default Outline Structure
    Select the check box to use the outline structure as the populated value in the
    Outline Structure
     field in lookup data rows.
    Expand on Initial Display
    Select an option from the prompt to enable expanding second- and third-level data from the primary hierarchy. Microsoft Excel maintains these report settings when you export the composite report.
    Outline Effective Date
    Workday uses
    Today
     when you don't select an option.
    Summary Data Below
    Select the check box to display the summary or total lines for data rows with outlining at the bottom of the rows.
  4. Set up a data column by selecting
    Define
    Data
     from the menu of an undefined column.
  5. As you complete the
    Sub Report
     section, consider:
    Option Description
    Sub Report Name
    You can't select matrix or trending subreports that use:
    • Only percentile summarization fields.
    • Text-based count distinct summarization fields.
    Map Sub Report Prompts
    Select values to configure each prompt field when the:
    • Composite report uses a prompt set.
    • Subreport uses prompts.
    Map Fields For Join
    Select the
    Group by Field
     as the
    Join Field
     that corresponds to the business object used for the
    Control Field
     column. The grid enables multiple business objects to be available as dimensions on the same report. Example: The
    Group by Field
    Ledger Account
     and
    Ledger Account by Name
     use the same Ledger Account related business object and would be available on the same report.
    To identify and fix exceptions when joining subreports for the
    Map Fields For Join
     grid, access the
    Validate Composite Reports
     report and click
    Fix
    .
  6. (Optional) Select a value on the
    Field to Aggregate
     prompt in the
    Data Item
     section.
    Available options depend on the
    Summarization Type
     that you configure on the subreport.
  7. (Optional) Set up a lookup field value column by selecting
    Define
    Lookup Field Value
     from the menu of an undefined column.
  8. In the
    Lookup Type
     section, select
    Control Field Column
     to display the data in rows sorted by the
    Return Field
     value. The
    Return Field
     value must be an attribute of the business object associated with the control field column.
  9. (Optional) Set up a calculation column by selecting
    Define
    Calculation
     from the menu of an undefined column.
    As you complete the task, consider:
    Option Description
    Reverse the Sign
    Select
    Yes
     to reverse the natural sign of a value. You can create a row category and reverse the sign of cells in rows associated with that category.
    Drill Down Layout Override
    Select a value from the prompt to enable report runners to drill down on data in calculation columns.
    Workday doesn't support drilling down on custom fields.
    You can configure drill-down options and access the
    Create Composite Calculation Drill Down Definition
     task. In the
    Drill Down Measures
     grid, you can specify the columns from your composite report to use in your drill-down layout. Configure detail drilling in the
    Custom View Details
     grid by specifying the business objects to use when you select
    View Details
     or the drillable value on the column.
  10. (Optional) Set up an empty column by selecting
    Define
    Empty
     from the menu of an undefined column.
  11. (Optional) Set up a
    Repeating Column Group
     on a defined column to enable a column or a series of columns to repeat based on a value.
    Example:
    Plan
     and
    Actuals
     columns can repeat for each company or cost center.
    Workday supports repeating column groups for all column types except control fields.
  12. As you configure the
    Repeating Column Group
     option, consider:
    Option Description
    Repeating Field
    Select a value from the prompt that's a valid dimension in all subreports referenced by the data columns.
    Sort Repeating Field
    Select a value from the
    By Value
     prompt to sort a cell value in ascending or descending order.
    Outline Data
    Select an option from the prompt to enable column outlining. You can expand and collapse various levels of data when the report results display.
    Workday disables column outlining when a conditional value already exists on a cell. If you configure column outlining first, then Workday limits configuring conditional values to calculation cells.
  13. (Optional) Select
    Delete
     on a defined column to view up to 3 levels of cell dependencies for the column before deleting it from the report.