WORKDAY-PRO-HCM-REPORTING practice question 7 of 10

You only want to show snapshot data on a custom trending report that uses the Trended Workers data source. How can you achieve this with minimal impact to report performance?

Full set: 50 questions

Domain Reporting and Analytics Fundamentals

Answer options
A: Run the Maintain Trended Workers task and configure the default record type.
B: Add a report filter using the Snapshot field. Correct answer
C: Configure the default value of the Record Type prompt.
D: Use the Trended Workers for Planning data source filter.
Correct Answer:
B. Add a report filter using the Snapshot field.
Explanation

The Trended Workers data source is designed to capture both point-in-time snapshots and transactional events (e.g., hires, promotions). This data source includes a specific boolean field, typically named Is Snapshot? or Snapshot, to distinguish between these record types. To display only snapshot data, the most efficient and direct method is to add a filter in the report definition where this Snapshot field is equal to "Yes" or "True". This approach filters the data at the source, ensuring that only the relevant records are processed, which is the best practice for minimizing performance impact.

Why Incorrect

A. Run the Maintain Trended Workers task and configure the default record type. This task configures the system-wide behavior for how trending data is captured, not how a single report displays data.
C. Configure the default value of the Record Type prompt. Setting a default prompt value does not restrict the user; they can still select other record types at runtime, failing the "only show" requirement.
D. Use the Trended Workers for Planning data source filter. This option is incorrect because the question specifies the report uses the Trended Workers data source, not the Trended Workers for Planning data source.

References

1. Workday Documentation: Custom Reports and Report Writer Guide. The section on "Report Performance Best Practices" emphasizes filtering data as early as possible to reduce the data set the report needs to process. It states, "Use filters to return only the data you need. The more specific your filters, the better your report will perform." (Reference: Workday Reporting & Analytics Documentation, Section: Performance Considerations for Custom Reports).

2. Workday Documentation: Data Sources Reference Guide. The documentation for the Trended Workers data source details its primary business object and available fields. It explicitly lists the Is Snapshot? (or Snapshot) boolean field and describes its purpose as identifying records generated by the snapshot process versus those generated by transactional events. (Reference: Workday Standard Data Sources Documentation, Entry for Trended Workers).

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