A Brief Description on Workday Calculated Fields

1. WORKDAY CALCULATED FIELDS © 2020 ERP Cloud Training

2. CALCULATED FIELDS Calculated fields allow users to perform simple arithmetic, date calculations, text concatenation, logical expressions, retrieval of related data, formatting and transformations of existing data. Calculated fields can be based on delivered Workday fields, other calculated fields, or available custom fields. OBJECTIVES 1. Calculated Field Concepts & Security 2. Configuring and Testing Available Calculated Field Functions 3. Managing Calculated Fields, Reports & Resources © 2020 ERP Cloud Training

3. Purpose of Calculated Fields Perform date calculations and formatting Perform simple math calculations Manipulate text with concatenate, substring and formatting functions Convert currency fields Derive range bands from numeric or currency fields Determine if a condition is true or not Drilldown and lookup levels and values in hierarchies and organizations Sum, count, aggregate information across related instances Lookup values in related objects © 2020 ERP Cloud Training

4. Who can create Calculated Fields? Give a striking overview of the problem and explain it briefly. To create, edit, or delete system-wide calculated fields, assigned to a security Elaborate on how this negatively impacts people an their experiences. group that is authorized for the Custom Field Management domain. To ensure control and consistency, and to avoid Frame the problems effectively as it will set the stage of your entire pitch. duplicate field definitions, access to that domain should be limited to key individuals in the organization. © 2020 ERP Cloud Training

5. Who can use and see values for a Calculated Field? Give a striking overview of the problem and explain it briefly. Users with access to the underlying secured fields can access and see the values for calculated fields. Underlying secured fields are Workday delivered report fields or Custom Fields. Elaborate on how this negatively impacts people an their experiences. Frame the problems effectively as it will set the stage of your entire pitch. © 2020 ERP Cloud Training

6. Calculated Fields – Tasks & Reports The Maintain Calculated Fields report can be used as a control center for tasks related to system-wide calculated fields. With this report we can: Give a striking overview of the problem and explain it briefly. •View all the calculated fields your company has defined in Workday. •Create a new calculated field using the Add New button at the bottom of the report. •Edit a calculated field using the Edit button, or by using Calculated Field > Edit from the related actions menu for the given Calculated field. •Delete a calculated field using the Delete button, or by using the Calculated Field > Delete option from the related actions menu for the given calculated field. Calculated fields already in use, such as in a custom report, cannot be deleted until all references within Workday have been removed for that calculated field. To determine if a calculated field is being used, view the Where Used tab in the calculated field definition. •Copy a field using Calculated Field > Copy from the related actions menu. •Check all the security groups required to access this field with Calculated Field > View Security Groups from the related actions menu. The groups listed are based on the security of all the Workday delivered (and/or Custom) fields used in the calculation. Elaborate on how this negatively impacts people an their experiences. Frame the problems effectively as it will set the stage of your entire pitch. © 2020 ERP Cloud Training

7. We can also directly run tasks such as edit, create, and delete calculated fields from the search box using: Give a striking overview of the problem and explain it briefly. Create Calculated Field Edit Calculated Field Delete Calculated Fields Elaborate on how this negatively impacts people an their experiences. Frame the problems effectively as it will set the stage of your entire pitch. © 2020 ERP Cloud Training

8. Available Calculated Fields Functions and Field Types 1. Aggregate Related Instances 2. Arithmetic Calculation 3. Build Date 4. Concatenate Text 5. Convert Currency 6. Convert Text to Number 7. Count Related Instances 8. Date Constant 9. Date Difference 10.Evaluate Expression 11. Extract Multi-Instance 12. Extract Single Instance 13. Format Date 14. Format Number © 2020 ERP Cloud Training

9. 15. Format Text 16. Increment or Decrement Date 17. Lookup Date Rollup 18. Lookup Hierarchy 19. Lookup Hierarchy Rollup 20. Lookup Organization 21. Lookup Organizational Roles 22. Lookup Range Band 23. Lookup Related Value 24. Lookup Translated Value 25. Lookup Value As Of Date 26. Numeric Constant 27. Prompt for Value 28. Substring Text 29. Sum Related Instances 30. Text Constant 31. Text Length 32. True/False Condition © 2020 ERP Cloud Training

10. CREATING A CALCULATED FIELD To create a system-wide Calculated Field, run the Create Calculated Field task. It will get prompted to enter a Field Name, select the Business Object (CFBO) and Function desired. © 2020 ERP Cloud Training

11. Format Date The Format Date function  Extracts the year, year-quarter, and year- month from a date and formats it as a text field.  Extracts and format fiscal period, fiscal year, fiscal year-period, and date-time fields.  Enables us to determine higher level time periods from a date © 2020 ERP Cloud Training

12. Fiscal Year and Period Schedule The Format Date function allows you to determine the fiscal period and period schedule information as it pertains to a date field. Returns either the Fiscal Posting Interval Name or the Fiscal Summary Interval Name you created with the Create Fiscal Schedule task depending on the Fiscal Period Return Type selected Fiscal Period Fiscal Year Returns a fiscal year name that you've created with the Create Fiscal Schedule task Returns a fiscal year name, followed by a hyphen, followed by either the fiscal posting interval name or the fiscal summary interval name, depending on the fiscal period return type Fiscal Year-Period Period Schedule Year-Period Number Returns the period year name, followed by a hyphen, followed by the period number Period Schedule Period End Date Returns the period year name, followed by a hyphen, followed by the month number, followed by a hyphen, followed by the day of the month. © 2020 ERP Cloud Training

13. Increment or Decrement Date The Increment or Decrement Date function Calculates a date that is a specified number of milliseconds, seconds, minutes, hours, days, months, and/or years before or after the value of a date field. Returns a Date field type. © 2020 ERP Cloud Training

14. The Increment or Decrement Date calculated field function is commonly used on Global date fields (e.g. Today, Report Effective Date). The following are examples of incrementing and decrementing dates using calculated fields: Calculate two months from now for use in a report filter to select the employee certifications that expire in the next two months. Dynamically calculate the “First day of the month, three months ago,” for use as a parameter for scheduling a recurring report. Subtract one millisecond from the date/time a business process event was completed, so you can look up the prior value of a field one millisecond before the change to the business process was applied. © 2020 ERP Cloud Training

15. Date Difference The Date Difference function computes the number of days, months, years, hours, minutes or seconds between two date or date time related field types. © 2020 ERP Cloud Training

16. Build Date Build Date is a function that allows us to build a Date or Time or Date and Time or Date TimeZone field from its components (e.g. year, month, day). Date Components Year Month Day Time Components Hour Minute Second Millisecond © 2020 ERP Cloud Training

17. True / False Condition The True/False Condition function determines if a condition is true or not. The return value is a Boolean type field, whose value is either true or false, and can be used in custom reporting, condition rules, and as a condition for other calculated fields. © 2020 ERP Cloud Training

18. Convert Currency Function The Convert Currency function determines the equivalent value of field in a different currency. In Workday, all monetary fields have an associated currency code. To convert currencies, ensure to setup conversion rates for all the valid Source Currency/ Target Currency/ Currency Rate Type. © 2020 ERP Cloud Training

19. CREATING LOGICAL CALCULATED FIELDS Function Prerequisites Some calculation functions have prerequisites that are necessary to be set up using other calculated fields before the desired calculated field can be entered. The two most common prerequisites are • Defining constants Such as specific dates, numeric values, and text strings, must be defined as field constants. • Defining test conditions Test conditions must be defined as a calculated field using the True/False Condition function. © 2020 ERP Cloud Training

20. The Workday Calculated Field Pyramid © 2020 ERP Cloud Training

21. Evaluate Expression The Evaluate Expression function Groups and Transforms data Evaluates a series of conditions and returns the value associated with the first condition that is true. Using Evaluate Expression, encapsulate information by evaluating existing data across different fields and returning values in one Calculated Field © 2020 ERP Cloud Training

22. Calculation Hierarchy To view a hierarchy of all the fields used in the calculation and all the fields those fields use, use the Calculated Field > View Calculation Hierarchy related actions menu item. © 2020 ERP Cloud Training

23. LOOKUP RANGE BAND The Lookup Range Band function enables to lookup a specific value and determine where it falls in relation to a set of ranges that you define. Only numeric or currency fields can be evaluated. This function returns a single instance field type that corresponds to the range band (the range of values) in which the source field falls. If the value of the field does not meet a defined band, the calculated field will return a blank instance. © 2020 ERP Cloud Training

24. LOOKUP DATE ROLLUP The Lookup Date Rollup is a calculated field function •Similar to Format Date that is primarily targeted for Financial Composite Reports. •When created, it will return a single instance field type that can be used in Composite Reports for Control field groupings. © 2020 ERP Cloud Training

25. WORKING WITH TEXT FUNCTION TYPES Substring Text The Substring Text function extracts the specified portion of the text within a field. It is also used to extract a substring from a text or single instance field. Substrings can be based on fixed positions or delimiters. Concatenate Text The Concatenate Text function concatenates one or more text (or single instance) fields together and returns a text field type. © 2020 ERP Cloud Training

26. Format Text The Format Text function allows you to change the case of a Text or Single Instance field to Upper Case, Lower Case, or Proper Case. Text Length Text Length returns the length of either a text field or a single instance field. It is used as filter criteria in a custom report to list any employees whose data will be truncated during an integration. Convert Text to Number The Format Number calculated field enables to convert the data type of a numeric field to its text form, formatted in the specified way. © 2020 ERP Cloud Training

27. WORKING WITH RELATED BUSINESS OBJECTS © 2020 ERP Cloud Training

28. LOOKUP RELATED VALUE The Lookup Related Value function Looks up the value of a field from a related business object. Allows to promote fields from a related business object to the primary business object. © 2020 ERP Cloud Training

29. EXTRACT SINGLE INSTANCE The Extract Single Instance function  Returns a single instance field from a related business object  Allows to extract once instance out of many, used to retrieve the ‘last’ or ‘first’ or specific instance of a given object. This function type requires both a Condition field and a Sort field and the Occurrence to be returned. © 2020 ERP Cloud Training

30. EXTRACT MULTI-INSTANCE The Extract Multi-Instance function returns a multi-instance field from a related business object. It allows to extract a multi-instance type field from another instance-based field. © 2020 ERP Cloud Training

31. The Extract Multi-Instance function determines the return value as follows: 1. The function accesses the related business object(s) associated with the Source Field(s) you specify and the Operation type selected. 2. The function applies the filter Condition(s) to the instances in the related business object(s) to narrow the results. The filter condition(s) must be defined prior to entering this function. 3. The function returns the instances that meet the specified criteria and operation type. © 2020 ERP Cloud Training

32. ERP Cloud Training ERP Cloud Training provides in-depth functional skills in the field of this cloud-based ERP training software. We are giving training for various modules of Workday like Workday HCM, Integration, Finance, Reporting, Payroll, and Studio Training and more. Our trainer guided over 40,000 students who have been placed in reputed organizations. © 2020 ERP Cloud Training

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