CALCULATED FIELDS

REPORT STANDARD
PURPOSE
The purpose of this standard is to achieve consistency in naming of calculated fields within
reports and/or integrations.

This standard is to be adhered to at all times. Exceptions are listed in the Dispensation section.

STANDARD
A calculated field is a configurable data definition associated with a business object that uses
data in Workday. It enable a user to work with data on transactions throughout Workday,
including business processes, integrations, reporting and scheduling recurring processes.

Within a report, a calculated field can be used to derive values, group and transform data,
manipulate data, or retrieve values.

Calculated fields can only be created by a Report Administrator. If you cannot find a calculated
field for consumption in a report, reach out to the Integrated Service Centre (ISC). Before
creating a new calculated field, ensure there is no other field that currently exists for the
calculation.

Calculated Field Naming Convention

A calculated field name is a set of standardized acronyms and words incorporating meaningful
metadata for UBC data in Workday. The name must incorporate the following metadata in the
field name as shown in the structure below. All components are mandatory.

Naming convention for calculate fields in reports:

This is the standardized naming convention for data extracted from Workday for consumer who
uses data for query, analysis, and reporting.

<Calculation Scope Code – Calculation Function Code – Calculation Description >

Naming convention for calculated fields in integrations:

This is the standardized naming convention for data extracted from Workday for consumer who
uses data for a specific purpose.

<CFINT_SRC.TGT.xxx + [Calculation Function Code] + [Object] + [Calculation

Description]>

For integration calculated fields where the above standard is not applicable, use the generic
standard if conditions are met:

<CFINT_${Integration_ID} ${Identifier}>

A calculated field name is captured in the Field Name field in the Calculated Field or "Edit
Calculated Field" tasks. Each of the metadata is described in more detail in its respective
subsequent section.

Calculation Scope Code

Calculation scope refers to the classification of consumable calculated fields available in
Workday. Below is a table of accepted values, codes and their descriptions.

Calculation Scope Calculated Scope Description

Accepted Code Value Accepted Value
Name

zCF System-Wide This is a calculated field that will be made available on a

Calculated Field Business Object for end-users to leverage.

RCF Report-Specific This is a calculated field that will be put into a single report
 Calculated Field used as part of a filter criteria or other report function ONLY if
the calculation will not be leveraged outside of the report.
Otherwise use zCF.

CFINT_SRC.TGT.xxx1 Integration This is a calculated field that is used for integrations.

Calculated Field

1
 xxx = 3 digits
Calculation Function Code
Calculation functions are a relation from a set of inputs to a set of possible outputs. The
following table lists acceptable values for calculation functions along with the respective code to
be used in the calculated filed name.

Calculation Accepted Accepted Name Description

Function Type Code Value Value

Change Data CT Concatenate Text Concatenates a series of text fields within Workday to append text,
Format use in notifications, and so on.

Change Data CC Convert Currency Converts a currency to another currency.

Format

Change Data CTN Convert Text to Changes a text field number into a numeric data type so you can
Format Number perform calculations on that number.

Change Data FD Format Date Extracts part of a date field and formats it as a text field.
Format

Change Data FN Format Number Changes a numeric field as a text field to use in concatenations,
Format report notifications, and so on.

Change Data FT Format Text Changes the case of a single instance or text field to upper, lower, or
Format proper case.

Configure BD Build Date Enables a user to create a new date or time field by using components
Constant Values from other fields or from specified values.

Configure DC Date Constant Enables a user to create a date, time, or time zone constant for use in
Constant Values other calculations.

Configure NC Numeric Constant Enables a user to assign a numeric constant to a field so you can use
Constant Values it in other calculations.
Configure PV Prompt for Value Enables a user to create a field to prompt users for a value when
Constant Values running a report or to filter conditions.

Configure TC Text Constant Enables a user to create a text constant for use in other calculations.
Constant Values

Retrieve Data ARI Aggregate Related Lists all instances associated with a source field related to the
Instances business object.

Retrieve Data EE Evaluate Groups and transforms data by evaluating a series of boolean
Expression conditions.

Retrieve Data EEB Evaluate Specifies value for boolean condition and returns grouped instances.
Expression Band

Retrieve Data EMI Extract Multi- Extracts multiple instances from a related business object based on
Instance boolean conditions.

Retrieve Data ESI Extract Single Extracts a single instance from a multi-instance field based on
Instance boolean conditions.

Retrieve Data LDR Lookup Date Aggregates, groups, or summarizes data for a time period, fiscal
Rollup schedule, or weekly schedule.

Retrieve Data LFP Lookup Field with Enables a user to enter values for a Workday-delivered field with
Prompts built-in prompts.

Retrieve Data LH Lookup Hierarchy Retrieves data from Workday objects with a hierarchical structure
and returns a single instance field containing the hierarchy node.

Retrieve Data LHR Lookup Hierarchy Rolls up report data based on an organization hierarchy, starting at
Rollup the topmost level of the hierarchy.

Retrieve Data LO Lookup Determines a worker's organization level or node based on the
Organization assigned organization and criteria setup using one of the following
business objects:

- Employee
- Worker

Retrieve Data LOR Lookup Determines organization role assignments based on the criteria setup
Organizational using one of the following business objects:
Roles
- Employee
 - Organization
- Worker

Retrieve Data LRB Lookup Range Determines where a specified value falls in relation to a set of ranges
Band that are set up.

Retrieve Data LRV Lookup Related Returns the value of a field on a related business object. Fields can be
Value promoted from a related business object to the primary business
object so these actions can be performed on the following fields:

- Filter
- Group
- Report
- Sort
- Summarize

Retrieve Data LTV Lookup Translated Returns the value of a text field in a specified language.
Value

Retrieve Data LVA Lookup Value as Determines the value of a field as a specific date and determines
of Date whether a change occurs before, on, or after the effective date.

Retrieve Data ST Substring Text Extracts a portion of text from a single instance or text field and
returns the result as a text field.

Retrieve Data TF True/False ReturnsTrueorFalsebased on boolean conditions.

Condition

Simple AC Arithmetic Performs the following calculations to derive values:

Calculations Calculation - Addition
- Multiplication
- Division
- Subtraction

Simple CRI Count Related Dynamically counts the number of instances in a related business
Calculations Instances object based on a condition.

Simple DD Date Difference Computes the number of days, months, or years between two dates.
Calculations

Simple IDD Increment or Computes a date in the form of a number of days, months, or years
Calculations Decrement Date before or after the value of a date field.

Adds or subtracts a number of hours, minutes, seconds, and

 milliseconds to or from a date.

Simple SRI Sum Related Sums the value of a field in instances of a related business object
Calculations Instances based on a condition.

Simple TL Text Length Returns the number of characters and spaces in a single instance or
Calculations text field.
Calculation Description
The calculation description should be descriptive enough that someone with little knowledge of
the field could get a general understanding of its use. Include the subject (i.e. worker, translated
debit minus credit, position) and the action (i.e. as of prompted date) and/or
the adjective (i.e.active worker, translated debit minus credit, primary position).

A meaningful description of what the calculated field provides including any limitations must be
provided. Fields with same content should not be duplicated in any situation. They are to be
considered reusable data points that can enable more than one business functionality.

A calculated field is a data point in itself. It means that it has a particular business meaning, and
any process (integration, report, business workflows, etc.) in need of that data point should be
able to leverage it as a reusable attribute.
Calculation Category and Authorized Usage
Unless directed otherwise by the Report Business Owner, do the following:

 The Category field should be left as 'Uncategorized'

 The Authorized Usage field should be left as 'Default Areas'

Intermediate Calculations
Where a calculation field is for an intermediate calculation, ensure you check the box
for Intermediate Calculation in the Additional Info tab of the "Create Calculated Field or "Edit
Calculated Field" tasks.
Reference Id
Follow the Workday Reference IDs Data Standard. Workday automatically assigns a reference
ID to calculated fields consisting of the object name concatenated with the calculated field name
upon initial save of the calculated filed.

However, if there are subsequent changes to the calculated field name, the reference id is not
updated. As such, we recommend assigning Reference IDs manually.

COMPLIANCE
This standard must be complied with every stage of report development and maintenance with
the exception of any dispensations (see Dispensation section)

DISPENSATION
None.