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workday R & A

Workday Reporting & Analytics

This training program will impart skills in building, customizing, and optimizing Workday reports and analytics to deliver actionable business insights. You will learn how to create Advanced, Matrix, and Composite reports; configure dashboards; leverage Workday Prism Analytics; and apply security best practices. The course also covers data sources, calculated fields, and the use of Workday’s reporting tools for both operational and strategic decision-making.

Who This Is For

  • IT professionals transitioning into Workday technical roles
  • Developers seeking expertise in Workday Reporting and Analytics
  • Project team members responsible for delivering analytics solutions in Workday

Important Disclaimer

This program is independently developed by MPOVR based on publicly available information and professional experience. It is not affiliated with, sponsored by, or endorsed by Workday, Inc. “Workday” is a registered trademark of Workday, Inc.

Learning Objectives

By the end of this program, you will be able to:

  • Core concepts of Workday reporting architecture
  • Building and customizing different Workday report types
  • Using calculated fields for data transformation
  • Designing dashboards for user adoption and business insight
  • Leveraging Prism Analytics for external data integration
  • Applying Workday security for reporting and analytics
Key Modules

Workday Reporting Fundamentals

  • Understanding Workday data sources and objects
  • Report types: Advanced, Matrix, Composite, Transposed, and Trending reports
  • Navigation and user interface basics for reporting

Calculated Fields

  • Core calculated field functions
  • Text, numeric, date, and conditional expressions
  • Chaining calculated fields for complex logic

Advanced Reports

  • Configuring filters, prompts, and sorting
  • Leveraging sub-filters and related business objects
  • Using drill-down and hyperlinks for navigation

Matrix & Composite Reporting

  • Designing grouped and pivot-style reports with Matrix reporting
  • Combining multiple datasets with Composite reports
  • Creating aggregated summaries and KPIs

Dashboards & Worklets

  • Creating custom dashboards for different user roles
  • Adding charts, graphs, and visual KPIs
  • Best practices for layout, usability, and adoption

Report-as-a-Service (RaaS)

  • Publishing reports as REST or SOAP web services
  • Consuming RaaS outputs in integrations
  • Managing report performance and refresh schedules

Workday Prism Analytics

  • Ingesting external datasets into Prism
  • Building data pipelines and transformations
  • Creating combined datasets for reporting across sources

Security in Reporting

  • Domain and business process security for reports
  • Row-level security and data access controls
  • Testing and validating report security

Performance Optimization & Best Practices

  • Reducing runtime and load issues
  • Choosing the right data source and report type
  • Common pitfalls and how to avoid them

Real-World Case Studies & Exercises

  • Building a headcount and turnover dashboard
  • Supplier spend analysis report
  • Integrating external benchmarks with Workday data

Key Modules

Workday Reporting Fundamentals

  • Understanding Workday data sources and objects
  • Report types: Advanced, Matrix, Composite, Transposed, and Trending reports
  • Navigation and user interface basics for reporting

    • Calculated Fields

  • Core calculated field functions
  • Text, numeric, date, and conditional expressions
  • Chaining calculated fields for complex logic

    • Advanced Reports

  • Configuring filters, prompts, and sorting
  • Leveraging sub-filters and related business objects
  • Using drill-down and hyperlinks for navigation

    • Matrix & Composite Reporting

  • Designing grouped and pivot-style reports with Matrix reporting
  • Combining multiple datasets with Composite reports
  • Creating aggregated summaries and KPIs

    • Dashboards & Worklets

  • Creating custom dashboards for different user roles
  • Adding charts, graphs, and visual KPIs
  • Best practices for layout, usability, and adoption

    • Report-as-a-Service (RaaS)

  • Publishing reports as REST or SOAP web services
  • Consuming RaaS outputs in integrations
  • Managing report performance and refresh schedules

    • Workday Prism Analytics

  • Ingesting external datasets into Prism
  • Building data pipelines and transformations
  • Creating combined datasets for reporting across sources

    • Security in Reporting

  • Domain and business process security for reports
  • Row-level security and data access controls
  • Testing and validating report security

    • Performance Optimization & Best Practices

  • Reducing runtime and load issues
  • Choosing the right data source and report type
  • Common pitfalls and how to avoid them

    • Real-World Case Studies & Exercises

  • Building a headcount and turnover dashboard
  • Supplier spend analysis report
  • Integrating external benchmarks with Workday data