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Workday Prism Analytics Training in Bengaluru
Custom Report Creation with Workday Prism Analytics
We’ll start by addressing the common pitfalls of selecting an inappropriate report type, which has been the source of all our problems with previous attempts at reporting.
To solve this issue and enhance our skills during the training, a fresh start was taken by creating a brand-new custom report from scratch.
Additionally, we will create two contextual reports: one will serve as a sub-report, while the other will list the standard reports available within Workday Prism Analytics Training in Bengaluru.
This training aims to equip participants with the right tools and knowledge to create effective reports and improve their overall reporting capabilities within Workday Prism Analytics.
Extra Summarisation within Workday Prism Analytics
Workday Prism Analytics enabled an additional summarisation feature on custom reports.
Standard reports only feature one summarisation option count. However, for custom reports, there was also introduced the temporary count summarization which counts temporary employees and calculates how many are present on an assigned shift.
Workday Prism Analytics allows for the use of Eval expressions that enable temporary report identification. When used against temporary reports, such as temporary status reports or newer version reports, an expression returns one when necessary; otherwise, it returns zero; adding all temporary counts gives us their total count.
This is especially relevant for Workday Prism Analytics training in Bengaluru, where understanding these expressions can enhance report management skills.
Composite Reports in Workday Prism Analytics
Workday Prism Analytics makes creating composite reports straightforward once the concept has been grasped.
Simply choose “Composite” as the report type and configure a business object so as to link both subreports together.
Standard reports were represented as standard reports, while custom reports were represented as ‘custom report’ in Workday Prism Analytics Training in Bengaluru.
To create cohesive composite reports, the report type was utilised as the linking object to link each of them together into one cohesive composite report.
Workday Prism Analytics and Custom Reports
When working with Workday Prism Analytics, selecting an appropriate field to group is of utmost importance for creating custom reports – for instance, when picking out business objects as report types, for example.
This selection enables the grouping parameter and functions similarly to how report types operate.
When different metrics reports require different groupings–for instance, one might group by country while the other groups by state–both types must be selected accordingly.
Workday Prism Analytics Training in Bengaluru ensures compatibility even when multiple reports feature different grouping parameters, provided all relevant fields have been selected.
Key Fields in Workday Prism Analytics
Establishing key fields is one of the first steps when designing custom reports in Workday Prism Analytics, since without them, the composite report cannot link with subreports properly and pull relevant subreports for analysis.
Workday Prism Analytics relies heavily on this step for optimal report creation.
When creating a composite report, one key field in Workday Prism Analytics Training in Bengaluru must serve as the control field to link its individual reports together.
If these have different grouping fields than expected, then more control fields may need to be created as necessary.
However, if all grouping fields are consistent, then just creating one control field may suffice.
Simplifying Parameter Management with Prompt Sets
Workday Prism Analytics features prompt sets to simplify parameter management, making it an essential topic for those attending the Workday Prism Analytics Training in Bengaluru.
Example: When working with three reports that use “company” as a parameter, prompt sets can be created to manage that parameter across them all simultaneously.
Instead of configuring each parameter individually in every report separately, prompt sets enable central management within a composite report.
Prompt sets in Workday Prism Analytics are optional but only necessary when multiple reports share similar selection parameters.
By creating composite reports with prompt sets defined in them, parameters can efficiently be passed to all associated reports. Deliberating Control Fields within Workday Prism Analytics.
Control Fields in Workday Prism Analytics
Workday Prism Analytics makes creating custom reports easy by providing an initial step: selecting and configuring a control field as the starting point for custom report development.
In the Workday Prism Analytics Training in Bengaluru, learners will understand how to choose the control field based on which business object was selected during the creation of their report.
Workday Prism Analytics automatically assigns each business object selected as a report type as a control field; if multiple objects are chosen as report types, however, individual control fields will need to be defined for each object selected as well. Named control fields provide flexibility and accuracy in reporting.
Workday Prism Analytics Control Fields and Sub Reports
Workday Prism Analytics uses control fields to define report types or column names, which serve as report types, making it possible to select subreports that pull data for custom reports.
With these control fields in place, sub-reports may also be selected to pull this information for reporting purposes.
By creating custom reports using sub-reports selected within Workday Prism Analytics Training in Bengaluru.
Eventually, this feature becomes essential when producing complex business analyses with multiple dimensions or views on one source system (report type/column name combination or multiple sources), making reporting much faster for business users than before.
Select Sub Reports in Workday Prism Analytics
Workday Prism Analytics’ next step involves selecting sub-reports. Sub reports allow relevant data to be extracted for custom reports.
Sub reports with identical grouping fields to those selected on a control field appear when clicking prompts; an array of reports built using similar grouping fields as the control field appear upon clicking prompts.
Aggregating Workday Prism Analytics Data Fields
Aggregating data fields is easy in Workday Prism Analytics. In the first column, standard reports are chosen as sub reports, then the field is aggregated by count within the sub report itself.
Addition of additional data columns is simple by selecting custom reports as second sub-reports and setting their aggregation to count or temporary count.
Creating Workday Prism Analytics Composite Reports
Workday Prism Analytics allowed us to develop a composite report by compiling data from two subreportsstandard reports, and custom reports.
Running these sub-reports simultaneously gives visibility into how many standard and custom advanced reports contain data from diverse business objects.
Workday Prism Analytics gives users the power to easily edit, duplicate and delete data columns as desired, redefine parameters or create entirely new columns effortlessly – providing maximum flexibility so users can customise reports according to their specific requirements.
Adding Empty Columns and Formatting in Workday Prism Analytics
Workday Prism Analytics allows for easier formatting by inserting empty columns as necessary.
Gaps help organise data visually without showing redundant details; for instance, an empty column was added after totalling up totals to create a cleaner layout.
Process is straightforward: click ‘Define,’ choose Empty Columns, and you have yourself an easily spaced layout! Though this feature might appear minor, it adds sophistication to reports while making them more reader-friendly.
Performing Calculations with Workday Prism Analytics
Let’s dive in with Workday Prism Analytics calculations now! One of its greatest assets is being able to easily handle different forms of calculations with its intuitive software platform.
Workday Prism Analytics also features tools for finding differences, dividing, multiplying, calculating percentages and creating ranges.
Workday Prism Analytics’ sum range feature was utilised in one instance to calculate values across several columns from C2 all the way through C10.
Such flexibility makes Workday Prism Analytics an essential component of data analysis. Utilising Customisable Summarising Methodologies with Workday Prism Analytics
Customizing and Summarizing Data in Workday Prism Analytics
Workday Prism Analytics makes report summarisation effortless by going beyond simple calculations, for example, bringing temporary report data from another subreport and creating a column called Temporary Report Count to summarise it all in one column.
This column displayed numbers such as 326, 75 and 20 calculated directly from a subreport. Not only were counts summarised, but formatting could also help increase readability by grouping control columns for easier navigation of reports.
Workday Prism Analytics allows for customisations that enable reports that are both practical and visually attractive, thus offering users more choices in report design.
Enhancing Reports with Workday Prism Analytics
What sets Workday Prism Analytics apart is its ability to organise data using advanced matrix trending, which allows seamless grouping of rows.
Control columns provide a quick way of aligning data, while additional columns offer further insights.
Even minor adjustments, such as adding duplicate column names or formatting control columns, can be completed quickly and seamlessly.
Workday Prism Analytics Training in Bengaluru ensures no detail goes overlooked and every report is tailored precisely.
Style Reports with Workday Prism Analytics Styles
Have you ever considered how a little styling can completely change the appearance of reports? With Workday Prism Analytics’ wide array of standard and customised styles available to elevate the way data is displayed.
Workday Prism Analytics features predefined styles such as centre alignment, right alignment and bolding – as well as providing users with the option of customising styles according to individual needs.
Once, styles were defined using colour and bold options that made report headers truly stand out – this small tweak made all the difference in report performance.
Adding Custom Styling in Workday Prism Analytics
Workday Prism Analytics’ flexibility makes it ideal for custom styling experiments; standard styles or even innovative ones, such as making certain fields blue when their value equals zero, can easily be implemented or experimented with.
Workday Prism Analytics’ styling features can be particularly advantageous when creating composite reports, since additional formatting options might otherwise not be possible in other contexts.
The styling tools offer extensive control for customising these reports to deliver additional formatting possibilities that might otherwise not exist in their other forms of reporting.
By pulling data directly from custom reports into composite ones, styling can be easily updated at both row and column levels.
Filtering and Calculations with Workday Prism Analytics
One of the outstanding features of Workday Prism Analytics is its row-level customisation feature, which enables dynamic filtering of data or calculation of specific values.
Filters at the row level can quickly be set in order to access only advanced and matrix reports, without disturbing other forms.
Workday Prism Analytics’ lookup data feature operates similarly to VLOOKUPs in that it allows retrieving specific data points or setting filter criteria easily and effortlessly, keeping reports organised while providing access to just what’s necessary for report creation. It gives easy access to isolated pieces of information while remaining clutter-free and uncluttered.
Streamlining Totals with Workday Prism Analytics
Workday Prism Analytics’ ability to streamline totals calculations at both row and column levels is another game-changer, offering seamless addition of row totals – like adding 10 and 33 together for 43! Row totals can also be subtracted using Workday Prism Analytics seamlessly; for example, summing 10 with 33 equalling 43 is seamless!
When column totals are needed as well, an update at either row or column level makes this easy to achieve.
Slicing up reports into separate tabs to compare side-by-side is another effective strategy, helping users see how changes impact data presentation; Workday Prism Analytics makes these updates straightforward to implement.
Customising Reports with Workday Prism Analytics
Customising Reports with Workday Prism Analytics. One of the main strengths of Workday Prism Analytics lies in its flexibility; exploring options to add look-up fields or group data together so as to detect trends was possible.
Workday Prism Analytics enabled organisations to easily add fields, format data and sum rows efficiently using calculations.
Utilising empty rows with a sum range ensured that totals were updated when rows changed automatically.
Workday Prism Analytics provided easy styling options when it came to formatting reports, such as labelling cash totals or altering column width.
By giving reports, a professional and polished appearance, it was simple for customers to give reports an impressive, polished feel.
Filtering and Formatting in Workday Prism Analytics
Conditional formatting with Workday Prism Analytics is unreal. Imagine setting rules like red highlighting data when values fall under 200 this gives reports extra layers of intelligence!
Workday Prism Analytics stands out with its intuitive design when creating calculations or applying conditional rules, providing users with an excellent user experience.
Stepping deeper into matrix reports and composite reports provides additional insights. Although composite reports don’t support charts, they make great showcases for data. Workday Prism Analytics excels at providing raw numbers in an easily understandable form.
Conditional Formatting in Workday Prism Analytics
Working with Workday Prism Analytics opens your eyes to the power of conditional formatting.
Report management allows users to customise certain cells depending on their values; for instance, when conditions evaluate true, data could appear bolded, underlined, and grey for immediate clarity and visual engagement.
With such control comes an array of visual displays designed to present data efficiently.
One particularly useful capability of Workday Prism Analytics is its ability to dynamically hide or show data based on conditions.
If the condition is evaluated as true, visibility can be seamlessly adjusted accordingly, ensuring only relevant information is highlighted to keep reports clear and focused.
Testing this feature involved applying grey, bold, and underline styles when certain conditions were fulfilled.
If the condition was false, a left-align style allowed for greater visual control over visual representations.
