#happy2022workday day-070

Happy 2022 day-070! Today’s additional reporting idea…

Today we add to yesterday’s Solution posted by sharing fan “Floyd from Tennessee”, a handy report for those who would like some help researching available report data sources for functional areas (recruiting, benefits, payroll, compensation, financials, learning, etc.)

1. Often the thought process starts with the Primary Business Object (PBO)
2. From the PBO choose a Report Data Source (this report helps you find the right data source, regardless if you know in advance which BO you want as the PBO)
3. In Floyd’s Solution, the PBO is called “Data Source”, which you can see in the list of some report fields on the right of the pic
4. A Related Business Object (RBO) on the Data Source PBO is used in the report, “Data Source Filters”
5. In a previous #happy2022workday post we have discussed Column Heading Overrides, and in this example it is used to provide a better name than the calculated field name (this one follows my zCF suggested Calculated Fields Naming Convention (CFNC), something I changed from Floyd’s Solution yesterday for my own use to follow my favorite CFNC)
6. Filter tab, today’s add which drives this updated post from yesterday…
   1. I added to the Filter in Floyd’s Solution the ability to search through the Data Source “Description” for…
   2. the purpose of listing those which “contains” the text supplied in the report prompt. This brings us to the next item…
7. Report Prompts tab
   1. Let’s configure the added filter prompt (6.1)…
   2. … to instead show “Description contains (word or phrase)”
   3. Shows what the user of your report sees, the text you provided in (7.2)
8. Bonus: A Reporting Friend reminded me that screenshots need not have so much white space if you modify the column width, which I did to practically remove entirely the column between (7.1) and (7.2).

Hope you enjoy using Floyd’s Handy Solution and today’s add of ability to also filter based on the description of the Data Source. The example I tested was entering “Ben” to find all the available Benefits data sources for ACA. There are many dozen Benefits data sources, but when adding in the filter for the word “ACA” in the Description the long list was reduced from over 60 to just 3 ACA report data sources!

p.s. Reminder: “The Sharing Show” Season IV kicks off on Wednesday (2022-03-16). Be sure to register at thesharingshow website to receive the link over email on Wed morning.