Workday Calculated Field Overview

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Calculated Fields in Workday are custom fields that perform calculations on existing fields within Workday. The data for these calculated fields are determined at runtime, which is why they can cause reports to run more slowly. In terms of Excel terminology, you might think of a calculated field as similar to writing a formula in an Excel cell. Workday’s calculated fields can be used to perform a range of functions, from basic arithmetic to complex conditional logic, enabling dynamic data manipulation and analysis directly within Workday.

Calculated Filed Types:

Workday has more than 30 calc fields time and are some of the key Workday calculated fields by field data types.

  1. Text
    1. Text Constant (TC)- helps to define text value in report or integration.
    2. Substring Text (ST)
    3. Format Text (FT)
    4. Text Length (TL)
    5. Concatenate Text (CT)
  2. Number
    1. Number Constant (NC)
    2. Convert Text to Number (CTN)
    3. Arithmetic Calculation (AC)
    4. Count Related Instance (CRI)
    5. Sum Related Instance (SRI)
  3. Date
    1. Date Constant (DC)
    2. Format Date (FD)
    3. Build Date (BD)
    4. Increment or Decrement Date​ (IDD)
    5. Date Difference (DD)
  4. Boolean
    1. True/False Condition
  5. Instance
    1. Extract Single Instance (ESI)
    2. Extract Multi-Instance (EMI)
    3. Aggregated Related Instance
  6. Organization
    1. Lookup Organization​
    2. Lookup Hierarchy Rollup​
    3. Lookup Hierarchy​
  7. Universal
    1. Evaluate Expression (EE)
    2. Lookup Related Value (LRV)
    3. Prompt for Value (PV)
    4. Lookup Field with Prompt (LFP)

Use Case of Workday Calculated Fields

Use Case 1: An HR department wants to have a report showing employees who are nearing retirement age 65. To meet the requirement we can use the date difference field to get the age of employees of employees and use it in filter criteria to get employee who reached 65.

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