Workday BIRT Training teaches how to connect to workday report from the report designer tool to build a business form layout. Students will learn 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. Before undergoing this training, it is essential that you are familiar with Workday HCM Training to understand the basics, essentials and navigations in Workday.
Various concepts with respect to BIRT are taught during the course of this training including building custom reports, report designer, project, data source, report design, formatting, expressions, deploying to Workday, workday with multiple business objects and data sets, aggregates, sorting and grouping, working with delivered report designs.
WORKDAY BUSINESS FORM LAYOUTS
Workday BIRT Training enables learners to design and use business form layouts for meeting the exact report layout specifications required by your organization. Using the Workday Report Writer, students will learn to build custom reports that they can run from their 'My Workday home page', 'your Favorites' page, or as the results of a search. When the custom report is run, Workday displays the report results and students would be taught how they can download a PDF version of the report. These designs are known as business form layouts.
OVERVIEW OF WORKDAY REPORT DESIGNER
Workday BIRT enables you 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. In Workday, these designs are known as business form layouts. A business form layout can be defined using the report designer tool provided as part of Workday Studio Eclipse development environment. Report Designer in Workday Studio also enables you to use all these types of layout features and more. It is a graphical layout tool designed specifically for this purpose.
Report Designer is a powerful tool, and it might be tempting to use all of its capabilities, including the ability to filter and manipulate data. Students would learn how to 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.
The new Workday Data Source Profile wizard in the Report Designer allows trainees to easily browse their Workday tenant to retrieve the description and sample data. Additionally, they can also import the required files directly into the report project.
FORMATTING THE REPORT & PROPERTIES
Formatting is done to make 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.
After the completion of report design and review of the result in the preview tab, the next step is to deploy the report design for the custom report in Workday using the Workday Studio Deploy Report Design to Workday wizard.
CHANGES TO WORKDAY REPORT DEFINITION
For modifying custom reports in Workday Report Writer after the creation of a report design, for example, addition of new fields, renaming existing ones, or deleted fields, students will learn to update the report design file to handle the new report.
Report Designer enables Workday professionals to design letters, invoices and other documents. Using formatting properties, students can learn how to control the spacing and alignment of the objects on the report design.
WORKING WITH MULTIPLE DATA SETS
Workday custom report includes both primary and secondary business objects, which also include multi-instance fields, trainees can create a data set for each business object and multi-instance field in the report.
AGGREGATES, SORTING AND GROUPING
One of the key features of any report is the ability to display summary, or aggregate, information. For example, a sales report can show the overall sales total, sales subtotals by product type, region, or sales representatives; average sales figures; or the highest and lowest sales figures. Concepts covered include aggregates, sorting and grouping of data in the reports.