An Introduction on Workday BIRT Training

WORKDAY BIRT

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WORKDAY REPORT DESIGNER Workday Report Designer is used to build custom reports that can run from My Workday home page. When the custom report runs, Workday displays the report results and it can be downloaded as a PDF version. Workday allows to associate layouts with the custom reports, which is used to generate PDF files. In Workday, these designs are known as business form layouts.

The objective is to learn how to connect to a Workday Report from the Report Designer tool to build a business form layout. Also, how to format the report design using various properties, expressions, report items and data sets. Finally, the report design will be deployed to Workday and associated to the report as a Business Form Layout.

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Overview Workday enables us to design and use business form layouts for meeting the exact layout specifications required by your organization. These specifications might include rich text formatting, headers and footers, page breaks, and exact placement of labels, data, spaces, and margins.

The Report Designer was originally created as part of the Business Intelligence and Reporting Tools (BIRT) Eclipse project.

When creating a report design for a Workday custom report, the description of the structure of the custom report and some sample data is needed. The structure of the report is defined by its XML Schema and the sample data as an XML file can be retrieved. Š 2020 Workday Training Online

BUILDING CUSTOM REPORT • Use Workday's Custom Report Writer to get the data you want.

• Use Report Designer to get the layout you want.

Report Designer is a powerful tool, it includes the ability to filter and manipulate data. It is critical that you keep your report definition (in Workday) in sync with your custom business form layout (in Workday Studio).

In Workday, use the Custom Report Writer to create an advanced report definition that completely satisfies the data reporting requirements for a given report, including any filters, calculated fields, etc.

In Workday Studio, use Report Designer to manipulate the layout of the report. It's generally best to avoid using Report Designer to manipulate data, filter report results, or make calculations. © 2020 Workday Training Online

CREATING A REPORT PROJECT

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FORMATTING THE REPORT AND PROPERTIES Formatting is making a report visually appealing and effective. Format a report, for example, to highlight certain data, change the display of dates, numbers, or currency values, adjust the spacing between report elements, or display data based on a specified condition or output format.

Report Designer provides many options for customizing the appearance of report elements. Using various formatting properties, you can change the alignment, color, font, size, and other properties of these report elements. You can also add background colors, draw borders around elements, etc. Š 2020 Workday Training Online

To Format the Report

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Selecting Items on the Report When an item on the report layout is selected, we can use the Property Editor- Report view of the report to manipulate

the selected item(s). When selecting an entire table or grid, click the Table button that appears.

When clicked, the Property Editor – Table view will appear.

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DEPLOY TO WORKDAY Deploy the report design for the custom report in Workday using the Workday Studio Deploy Report Design to Workday wizard. In the Navigator view, right-click the report design file, then select Deploy> Deploy to Workday.

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Deploy Report Design to Workday Provide the required information in the dialog box

Once you select deploy, the layout will be deployed to Workday and you will receive a confirmation showing “Deployed Successfully”. © 2020 Workday Training Online

CHANGES TO WORKDAY REPORT DEFINITION If the custom report in the Workday Report Writer is modified after a report design is created, for example, if new fields are added, renamed existing ones, or deleted fields, we need to update the report design file to handle the new report.  To update a report design, open the report design file in the Report Designer. In the Data Explorer view, right-click the data source, then select Edit.  Update both the Report Description and Sample Report Data.  Double-click each of the data sets to open the Edit Data Set dialog box. Click OK to close it again. The Report Designer updates the data set to show the new set of fields. © 2020 Workday Training Online

FORMATTING LETTERS Report Designer enables us to design letters, invoices and other documents. Using formatting properties, we can control the spacing and alignment of the objects on the report design.

GENERAL By using the Display field on the General tab of the Property Editor, we can control how the data elements line up on the report design.

Block will line fields up vertically and Inline will line fields up horizontally. Š 2020 Workday Training Online

PADDING We can add space between report design elements by increasing the Padding values.

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MASTER PAGE We can add report items such as grids, images, labels, and text to the header and footer areas at the top and bottom of the page to design the layout as in the Layout view. We can also define several properties that apply to the master page,

for example, header and footer height and master page width and height dimensions. The default master page layout includes the date on the footer, which it retrieves using the new Date() JavaScript function. Š 2020 Workday Training Online

WRITING EXPRESSIONS To display information that is not in the data source, or to display data differently from the way it appears in the data source, to sort data using a formula, rather than sorting on an existing field, expressions using JavaScript are written.

EXPRESSION BUILDER BIRT provides a powerful scripting capability that enables a report developer to create custom code to control various aspects of report creation. A report developer can access any of the BIRT classes and

their properties and functions when writing an expression. The BIRT classes appear in the expression builder’s Category list as BIRT Functions.

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DATE FORMATTING The Expression Builder provides several functions that mimic the behavior of the Workday application user interface when formatting various data types.

The

Expression

Builder

categorizes

these

functions under BIRT Functions> WorkdayFormat when expressions for data report items are edited. These Workday formatting functions include

FormatDate,

FormatTime. Š 2020 Workday Training Online

FormatDateTime,

and

LABELS AND TEXT Textual information can be as short as a single word, or span multiple paragraphs, even pages.

Report Designer handles all lengths of text elegantly. When a textual element is inserted, we do not need to calculate an element size to make it large enough to display all the text. Report Designer dynamically adjusts the height of elements to accommodate their contents.

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WORKING WITH MULTIPLE DATA SETS When the related Workday custom report includes both primary and secondary business objects, which also include multi-instance fields, a data set for each business object and multi-instance field in the report are created.

MULTI-INSTANCES We can add a new column to the existing related object table, so that the multi-instance data set as an embedded table has to be added.

To do so, select the column guide cell, then right-click and select Insert> Column to the Right. Š 2020 Workday Training Online

AGGREGATES, SORTING AND GROUPING AGGREGATES One of the key features of any report is the ability to display summary, or aggregate information. Aggregating data involves performing a calculation on a set of values rather than on a single value. For a simple listing report, aggregate calculations are performed on values in a specific field, over all the data rows in the report.

SORT When a report is created and preview the data, the report displays the data in the order in which the data source returns it. In most cases, the order in which data appears in a Report are changed. A customer phone list, for example, is easier to use if it is in alphabetical order. Š 2020 Workday Training Online

GROUPING The Report Designer's group-by feature allows us to group a set of rows within a report by the values of one particular column. The group-by feature also allows to:

 Aggregate and summarize a grouping and add this information to the printed report.  Add titles or other text to the beginning of each group.  Add averages, counts, subtotals, and other summary information to the beginning or

end of each group.  Insert a page break before or after each group.

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DELIVERED REPORT DESIGNS Workday delivers a set of Business Form Layouts. We can use these delivered reports. Workday provides delivered Report Designs that we can download, modify and apply to a custom report.

The tenant for "Delivered Business Form Layout“ is searched and use the View Delivered Business Form Layout task to view the report used in the delivered solution. We will need to copy the report to create the own custom report and access

to the delivered report or existing custom report. Š 2020 Workday Training Online

Once we have the report, we can access and download the report design. These solutions are available on the Community's Solution Catalog. Search for the Solution Type - Business Form Layout, then click Apply.

A list of Report Design solutions will be displayed. Select the solution that are interested in and download the .zip file. Next, extract the contents of the zip file. It will be the .rptdesign file.

This can be imported into your Report Designer Project. Š 2020 Workday Training Online

Workday Training Online Workday Training Online provides in-depth functional skills in the field of 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 has guided over 20,000 students who have been placed in reputed organizations. Š 2020 Workday Training Online

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