EBOOK

WORKDAY
CALCUATED
FIELDS
 EBOOK WORKDAY CALCULATED FIELDS

These chapters will provide a comprehensive understanding of Workday Calculated Fields and
equip readers with the necessary skills to create, troubleshoot and use them effectively.

1. Introduction to Workday Calculated Fields

● What are Calculated Fields?
● Benefits of using Calculated Fields
● Types of Calculated Fields in Workday

2. Creating Workday Calculated Fields

● Prerequisites for creating Calculated Fields
● Creating Calculated Fields using the Workday Studio
● Creating Calculated Fields using the Workday Cloud Connect

3. Workday Calculated Field Functions

● Overview of Workday Calculated Field Functions
● Commonly used functions in Calculated Fields
● Creating Custom Functions in Calculated Fields

4. Troubleshooting Workday Calculated Fields

● Common errors in Calculated Fields
● Debugging Calculated Fields
● Best practices for troubleshooting Calculated Fields

5. Advanced Workday Calculated Field Concepts

● Conditional logic in Calculated Fields
● Using Variables in Calculated Fields
● Best practices for Calculated Fields performance

6. Workday Calculated Field Examples

● Examples of Calculated Fields for HR, Finance and other modules
● Tips for designing effective Calculated Fields

7. Conclusion
● Summary of key points
● Future of Workday Calculated Fields
● Resources for further learning

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Chapter 1: Introduction to Workday Calculated Fields

1.1 What are Calculated Fields?

Calculated Fields are a powerful tool in Workday that allow users to create custom fields by
applying formulas to existing fields. These fields can be used to automate calculations, improve
reporting capabilities, and create more flexibility in the Workday system. Calculated Fields can be
used in any module of Workday, including HR, finance, and supply chain.

1.2 Benefits of using Calculated Fields

Calculated Fields offer several benefits to organizations, including:

● Increased flexibility: Calculated Fields allow users to create custom fields that meet their
specific business needs.
● Improved reporting capabilities: Calculated Fields can be used to create more detailed and
accurate reports.
● Increased automation: Calculated Fields can automate calculations, reducing the need for
manual input and decreasing the risk of errors.

1.3 Types of Calculated Fields in Workday

There are two types of Calculated Fields in Workday: Calculated Fields and Composite Fields.
Calculated Fields are used to create custom fields based on a single data source, while Composite
Fields can be used to create custom fields that combine data from multiple sources. In addition,
Calculated Fields can be classified as either formula-based or event-based, depending on how they
are triggered.

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Chapter 2: Creating Workday Calculated Fields

2.1 Prerequisites for creating Calculated Fields

Before creating Calculated Fields in Workday, users must have access to the Workday Studio or the
Workday Cloud Connect. They must also have the appropriate permissions to create and edit
custom fields.

2.2 Creating Calculated Fields using the Workday Studio

The Workday Studio is a powerful tool that allows users to create, test, and deploy Calculated
Fields. This section will provide step-by-step instructions for creating Calculated Fields using the
Workday Studio, including:

● Creating a new Calculated Field

● Defining the data source for the field
● Writing a formula for the field
● Testing the field
● Deploying the field to the Workday tenant

2.3 Creating Calculated Fields using the Workday Cloud Connect

The Workday Cloud Connect is a lightweight tool that allows users to create Calculated Fields
without the need for the Workday Studio. This section will provide step-by-step instructions for
creating Calculated Fields using the Workday Cloud Connect, including:

● Creating a new Calculated Field

● Defining the data source for the field
● Writing a formula for the field
● Testing the field
● Deploying the field to the Workday tenant

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Chapter 3: Workday Calculated Field Functions

3.1 Overview of Workday Calculated Field Functions

Workday Calculated Field Functions are built-in functions that can be used to manipulate data
within Calculated Fields. This section will provide an overview of the different functions available in
Workday, including:

● Text functions
● Date functions
● Time functions
● Math functions
● Logical functions
● Conditional functions

3.2 Commonly used functions in Calculated Fields

This section will cover the most commonly used functions in Workday Calculated Fields, including
functions for manipulating text, dates, and numbers. Examples of commonly used functions
include:

● Concatenation
● Substring
● Upper/Lower case
● Date difference
● Age calculation
● Sum/Average

3.3 Creating Custom Functions in Calculated Fields

Users can create their own custom functions in Workday Calculated Fields using the Function
Builder in the Workday Studio. This section will provide step-by-step instructions for creating
custom functions, including:

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● Defining the function parameters
● Writing the function formula
● Testing the function
● Deploying the function to the Workday tenant

Chapter 4: Troubleshooting Workday Calculated Fields

4.1 Common errors in Calculated Fields

This section will cover the most common errors that can occur in Workday Calculated Fields,
including errors related to syntax, data types, and permissions. Examples of common errors
include:

● Incorrect formula syntax

● Mismatched data types
● Incorrect permissions
● Circular references

4.2 Debugging Calculated Fields

This section will provide tips and techniques for debugging Calculated Fields, including how to use
the Workday Studio to troubleshoot issues. Examples of debugging techniques include:

● Checking formula syntax

● Tracing formula dependencies
● Using the Debug mode in the Workday Studio

4.3 Best practices for troubleshooting Calculated Fields

This section will cover best practices for troubleshooting Calculated Fields, including how to test
Calculated Fields and how to involve other teams or support if needed. Examples of best practices
include:

● Testing Calculated Fields in a sandbox environment before deploying to production

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● Collaborating with other teams, such as IT or finance, to identify and resolve issues
● Logging and documenting issues for future reference

Chapter 5: Advanced Workday Calculated Field Concepts

5.1 Conditional logic in Calculated Fields

Conditional logic allows users to create more complex Calculated Fields by adding if/then
statements. This section will cover the syntax and use cases for conditional logic in Calculated
Fields, including examples of how to use conditional logic to:

● Calculate bonuses based on performance ratings

● Determine eligibility for benefits based on job classification
● Calculate taxes based on income and location

5.2 Using Variables in Calculated Fields

Variables can be used in Calculated Fields to store values that can be used in multiple formulas.
This section will provide an overview of how to use variables in Calculated Fields and how to create
custom variables, including examples of how to use variables to:

● Store fixed values, such as tax rates or employee discounts

● Simplify complex formulas by storing intermediate values
● Reduce the risk of errors by storing values in a centralized location

5.3 Best practices for Calculated Fields performance

This section will cover best practices for improving the performance of Calculated Fields, including
tips for optimizing formula complexity and reducing unnecessary calculations. Examples of best
practices include:

● Avoiding overly complex formulas that require multiple calculations

● Limiting the use of event-based Calculated Fields, which can be resource-intensive

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● Reducing the number of Calculated Fields used in reports or dashboards to improve
performance

Chapter 6: Workday Calculated Field Examples

6.1 Examples of Calculated Fields for HR, Finance and other modules

This section will provide examples of Calculated Fields that can be used in various modules of
Workday, including HR, finance, and supply chain. These examples will illustrate how Calculated
Fields can be used to automate calculations and improve reporting capabilities, and will include
step-by-step instructions for creating and testing the fields.

6.2 Tips for designing effective Calculated Fields

This section will cover tips for designing effective Calculated Fields, including how to optimize
formula complexity, how to use variables to store values, and how to use conditional logic to create
more complex calculations. Examples of tips include:

● Avoiding redundant calculations by using variables to store intermediate values

● Simplifying formulas by breaking them down into smaller, more manageable components
● Using conditional logic to create more complex calculations without increasing formula
complexity

Chapter 7: Conclusion

7.1 Summary of key points

This section will provide a summary of the key points covered in the eBook, including an overview
of Calculated Fields, how to create them, and best practices for troubleshooting and optimization.

7.2 Future of Workday Calculated Fields

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This section will provide an overview of the future of Workday Calculated Fields and how they may
evolve to meet the changing needs of businesses. Examples of potential future developments
include:

● Enhanced functionality for event-based Calculated Fields

● Integration with external data sources for more complex calculations
● Improved performance and scalability for large datasets

7.3 Resources for further learning

This section will provide resources for readers who want to continue learning about Workday
Calculated Fields, including links to additional documentation, online courses, and user
communities. Examples of resources include:

● Workday Community, where users can connect with other Workday users and experts
● Workday Learning, which offers courses on Workday functionality and best practices
● Workday Help, which provides detailed documentation and technical support for Workday
Calculated Fields

Chapter 8: Workday Calculated Fields Best Practices

8.1 Overview of Workday Calculated Fields Best Practices

This chapter will provide an overview of best practices for creating and managing Workday
Calculated Fields, including:

● Documenting Calculated Fields

● Naming Conventions
● Testing in Sandbox before deploying
● Monitoring Calculated Fields
● Clean-up of unused fields

8.2 Documenting Calculated Fields

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This section will discuss the importance of documenting Calculated Fields and provide examples
of what information should be included in the documentation, such as:

● Field name and description

● Data source and formula
● Formula dependencies
● Testing results and troubleshooting notes

8.3 Naming Conventions

This section will cover best practices for naming Calculated Fields, including:

● Using a descriptive name that accurately reflects the purpose of the field
● Following a consistent naming convention
● Avoiding abbreviations or acronyms that may be unclear or confusing

8.4 Testing in Sandbox before deploying

This section will discuss the importance of testing Calculated Fields in a sandbox environment
before deploying to production, and provide guidelines for testing, including:

● Creating test scenarios that cover all possible inputs and outputs
● Testing the field in isolation and in conjunction with other fields or business processes
● Reviewing the results and making any necessary adjustments

8.5 Monitoring Calculated Fields

This section will cover best practices for monitoring Calculated Fields once they have been
deployed, including:

● Tracking usage and performance of the field over time

● Reviewing the field periodically to ensure it remains relevant and accurate
● Identifying and addressing any issues or errors that arise

8.6 Clean-up of unused fields

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This section will discuss the importance of periodically reviewing and cleaning up unused
Calculated Fields, including:

● Identifying fields that are no longer needed or are duplicative

● Disabling or deleting unused fields to improve system performance
● Documenting the reasons for removing the field

Chapter 9: Workday Calculated Fields Integration

9.1 Overview of Workday Calculated Fields Integration

This chapter will provide an overview of how Workday Calculated Fields can be integrated with
other systems or tools, including:

● Integration with external databases

● Integration with other Workday modules
● Integration with third-party reporting tools

9.2 Integration with external databases

This section will cover how Calculated Fields can be integrated with external databases, such as:

● Creating a Calculated Field that pulls data from an external database

● Writing a script that updates data in an external database based on values in a Calculated
Field
● Using a third-party integration tool to connect Workday and an external database

9.3 Integration with other Workday modules

This section will discuss how Calculated Fields can be integrated with other modules in Workday,
such as:

● Creating a Calculated Field in one module that uses data from another module
● Writing a formula that combines data from multiple modules

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● Using a Composite Field to create a custom field that combines data from multiple modules

9.4 Integration with third-party reporting tools

This section will cover how Calculated Fields can be integrated with third-party reporting tools,
such as:

● Exporting data from Workday to a reporting tool for analysis

● Creating a Calculated Field in Workday that is designed to work with a specific reporting tool
● Using a third-party integration tool to connect Workday and a reporting tool

Chapter 10: Conclusion

10.1 Summary of key points

This section will provide a summary of the key points covered in the eBook, including an overview
of Calculated Fields, how to create them, and best practices for troubleshooting, optimization, and
integration.

10.2 Future of Workday Calculated Fields

This section will provide an overview of the future of Workday Calculated Fields and how they may
evolve to meet the changing needs of businesses. Examples of potential future developments
include:

● Improved integration with external data sources for more complex calculations
● Enhanced performance and scalability for large datasets
● Continued expansion of available functions and formulas

10.3 Resources for further learning

This section will provide resources for readers who want to continue learning about Workday
Calculated Fields, including links to additional documentation, online courses, and user

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communities. Examples of resources include:

● Workday Community, where users can connect with other Workday users and experts
● Workday Learning, which offers courses on Workday functionality and best practices
● Workday Help, which provides detailed documentation and technical support

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 EBOOK WORKDAY CALCULATED FIELDS

Final Thoughts

This section will provide final thoughts on the importance of Workday Calculated Fields and how
they can help organizations improve efficiency, reduce errors, and gain insights into their data. It
will also encourage readers to continue exploring and learning about Calculated Fields to unlock
their full potential.

Overall, Workday Calculated Fields is a powerful tool that can help organizations automate
calculations, improve reporting capabilities, and create more flexibility in the Workday system. By
following best practices for creating, testing, and managing Calculated Fields, organizations can
ensure that they are accurate, reliable, and optimized for performance.

As the Workday platform continues to evolve, Calculated Fields are likely to become even more
important for businesses looking to gain insights into their data and streamline their operations. By
staying up-to-date with the latest developments in Workday and investing in training and education
for their teams, organizations can maximize the value of Calculated Fields and stay ahead of the
competition.

Whether you are just getting started with Workday Calculated Fields or are an experienced user
looking to take your skills to the next level, there are many resources available to help you succeed.
With the right knowledge, tools, and best practices, you can create custom fields that meet your
specific business needs and achieve your goals with Workday.

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