Workday Training

 In this Workday Training Module, you’ll learn about the different types of Workday reporting, different data sources, and the Workday filter criteria.

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

 In this Workday Course Module, you’ll master all the Workday Integrations and their capabilities. You’ll understand how to connect with non-workday systems as well as tools used for custom integrations.

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

 This Workday learning module introduces you to different kinds of calculated fields offered in Workday.

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