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Brief Description of Workday BIRT Training

Learn how to Build, Format, and Deploy Reports through Workday BIRT Training

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Brief Description of Workday BIRT Training

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  1. WORKDAY BIRT © 2020 ERP Cloud Training

  2. WORKDAY REPORT DESIGNER Workday Report Designer enables us 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.  Associate layouts with the custom reports, which is used to generate PDF files. The objective is to learn  How to connect to a Workday Report from the Report Designer tool to build a business form layout.  How to format the report design using various properties, expressions, report items and data sets.  Deploy to Workday and associate to the report as a Business Form Layout. © 2020 ERP Cloud Training

  3. OVERVIEW Workday helps 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. © 2020 ERP Cloud Training

  4. BUILDING CUSTOM REPORT • Use Workday's Custom Report Writer to get the data we want. • Use Report Designer to get the layout we want. Report Designer is a powerful tool, it includes the ability to filter and manipulate data.  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 ERP Cloud Training

  5. CREATING A REPORT PROJECT © 2020 ERP Cloud Training

  6. FORMATTING THE REPORT AND PROPERTIES Formatting is making a report visually appealing and effective. Format a report means • To highlight certain data • To change the display of dates, numbers, or currency values • To adjust the spacing between report elements • To 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. © 2020 ERP Cloud Training

  7. To Format the Report © 2020 ERP Cloud Training

  8. 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. © 2020 ERP Cloud Training

  9. 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. © 2020 ERP Cloud Training

  10. Deploy Report Design to Workday Provide the required information in the dialog box Once the tab deploy is selected, the layout will be deployed to Workday and a confirmation showing “Deployed Successfully” is displayed. © 2020 ERP Cloud Training

  11. 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 and 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 ERP Cloud Training

  12. FORMATTING LETTERS Formatting properties is used to 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, the data elements line up on the report design are controlled. Block will line fields up vertically and Inline will line fields up horizontally. © 2020 ERP Cloud Training

  13. PADDING By increasing the Padding values, space between report design elements are modified. © 2020 ERP Cloud Training

  14. MASTER PAGE  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.  The default master page layout includes the date on the footer, which it retrieves using the new Date() JavaScript function. © 2020 ERP Cloud Training

  15. WRITING EXPRESSIONS Expressions are written  To display information that is not in the data source  To display data differently from the way it appears in the data source  To sort data using a formula 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 the BIRT classes and their properties and functions when writing an expression. © 2020 ERP Cloud Training

  16. DATE FORMATTING The Expression Builder categorizes these functions under BIRT Functions> WorkdayFormat when expressions for data report items are edited. These Workday formatting functions include FormatDate, FormatDateTime, and FormatTime. © 2020 ERP Cloud Training

  17. LABELS AND TEXT  Textual information can be as short as a single word or multiple paragraphs.  Report Designer handles all lengths of text elegantly. When a textual element is inserted, calculate an element size to make it large enough to display all the text.  It adjusts the height of elements to accommodate their contents. © 2020 ERP Cloud Training

  18. WORKING WITH MULTIPLE DATA SETS Workday custom report  Includes both primary and secondary business objects  Include multi-instance fields, a data set for each business object and multi-instance field in the report are created. MULTI-INSTANCES Add a new column to the existing related object table, the multi-instance data set converts as an embedded table. To do so, select the column guide cell, right-click and select Insert> Column to the Right. © 2020 ERP Cloud Training

  19. AGGREGATES, SORTING AND GROUPING AGGREGATES 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. © 2020 ERP Cloud Training

  20. GROUPING The Report Designer's group-by feature allows to group a set of rows within a report. 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. © 2020 ERP Cloud Training

  21. DELIVERED REPORT DESIGNS Workday provides delivered Report Designs to 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  To Copy the report  To access the delivered report. © 2020 ERP Cloud Training

  22. A list of Report Design solutions will be displayed. The steps are to be followed- 1. Select the required solution 2. Download the .zip file. 3. Extract the contents of the zip file as .rptdesign file. 4. Import this file to the Report Designer Project. © 2020 ERP Cloud Training

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

  24. For more info +1 214 +1 214- -872 workday@erpcloudtraining.com workday@erpcloudtraining.com Workday BIRT Training Workday BIRT Training 872- -7517 7517 © 2020 ERP Cloud Training

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