WorkDay Tutorial-Custom Report Transformation

Available now in Workday is the ability to configure custom report transformation as alternative to developing a custom XSLT file. To use this feature you must have created an outbound EIB that uses a web service enabled custom report as its data source (RaaS) and is configured with Custom Report Transformation selected for the Transform step. 

When configuring the Custom Report Transformation: 

·       Configure as much as you can in the custom report, rather than the transformation. 

·       Use a custom report that already has the fields you want, in the order that you want. 

·       If you add report fields to or remove report fields from the custom report definition, Workday automatically adds or removes the corresponding columns in the transformation when you select

Enterprise Interface > Configure Transformation. 

·       If you make other changes to the custom report after creating the transformation, you may need to edit the transformation to accommodate these changes. When you change a custom report, you should test any EIBs or Studio integrations that are dependent on it. 

·       Use of Delimiter characters and fixed column width should usually be exclusive of each other. 

STEPS TO CONFIGURE 

1.       Access the EIB that includes the Custom Report Transformation 

2.       As a related action on the EIB, select Enterprise Interface > Configure Transformation. 

After a custom report transformation is first created, the grid will display a source and target column for each report field in the Custom Report. 

3.       Click on any Source Column that you want to format. 

4.       Specify formatting options for the column: 

5.         (Optional) Select the Header tab and format the output file header: 

6.       (Optional) Select the Footer tab and enter an Optional Report Footer. 

7.       Specify the Delimiter character such as (,) or (;) that should separate each column in the 

output file.    You can enter \t for tab characters or \s for space. 

If you need to delete your Custom Report Transformation, select Custom Report Transformation > Delete as a related action on the transformation (not the EIB). If you then run the EIB, Workday does not transform the output file.