Free Practice Questions for Workday Workday-Pro-HCM-Reporting Exam

Discovery boards in Workday Prism or Analytics rely on underlyingdata sourcesto populate visualizations. Even if the manager has Can Edit or Can View access to the discovery board itself, they still needaccess to the domains or data sources used in the visualizations. Without this, placeholders appear instead of data.

From the Workday binder:“Discovery boards enforce Workday security. Users must have access to the underlying data sources or domains to view data in visualizations, regardless of board permissions.”

Giving “Can View” permissions on the visualization object itself or Drive access only affects sharing, not data. Discovery Boards: Create allows building new boards, not data access.

Therefore, the manager must haveA. The data source used in each visualization.

Reports in Workday respectdata source security constraints. Different users may see different results in the same report if their access is limited. For example, an HR analyst may have constrained access only to certain organizations or workers, while the Chief People Officer may also have constraints.

From Workday Reporting and Security documentation:

“Report results differ between users if security constraints apply. Constrained security groups grant access only to specific target data (e.g., workers in certain supervisory orgs), while unconstrained groups can view all data.”

Thus, the likely cause is thatboth the Chief People Officer and the HR analyst have constrained access to the data source. Correct answer:C.

TheTrended Workersdata source contains bothsnapshot records(period-end views of worker data) andevent/transaction records(such as hires, terminations, and job changes). When the reporting requirement is to displayonly snapshot data, the most efficient and least disruptive approach is to apply areport-level filterusing the Snapshot (or Record Type = Snapshot) field.

Workday HCM Reporting documentation explains that filtering at the report level allows the system to limit returned records without changing global trending configurations or requiring additional processing. This approach hasminimal performance impactbecause it operates on already-generated trended data rather than forcing the system to recalculate or regenerate records.

Relevant documentation guidance includes:

“Trended Workers includes both snapshot and transaction records. Use report filters to restrict output to snapshot data when required.”

“Avoid changing system-wide trending configurations when report-level filtering satisfies the business requirement.”

The other options are less appropriate:

Setting default prompt values still allows non-snapshot data to be retrieved.

Trended Workers for Planning is a different data source with a different purpose.

Running Maintain Trended Workers changes system configuration and impacts all trending reports.

TheLookup Related Valuefunction retrieves a value from a related business object. Since Compensation Group is not stored directly on the Worker object but instead through theJob Profilebusiness object, this function lets you traverse the relationship to return the related field into your report.

From Workday Reporting documentation:

“Lookup Related Value – Returns a field from a related business object. Use this to bring data from associated objects into a report when the field is not directly available on the primary object.”

Therefore, the correct answer isC. Lookup Related Value.

In Workday Discovery Boards, visualizations such aspivot tablesare based on summarized and grouped data. When you choose togenerate a report from a Pivot Table visualization, Workday converts the visualization into aMatrix Reportthat includesonly a table, preserving the row and column groupings and summarizations used in the pivot.

The Workday HCM Reporting documentation states:

“When generating a report from a pivot table visualization, Workday creates a matrix report that reflects the grouped and summarized structure of the pivot.”

“Charts are not included when generating reports from pivot table visualizations; the output is a table-only matrix report.”

Advanced Reports are generated from non-pivot, row-based visualizations. XpressO is not used for discovery board–generated reports. Matrix reports with charts are created only when the visualization includes a chart component, which pivot tables do not.

Therefore, the correct answer isB. Matrix Report (with only a table).

The correct choice isLookup Related Value, because this function allows you to retrieve a field from a related business object that is not directly stored on your primary object. In this scenario, theprimary business object is Performance Review, which holds performance-related data but not job-related data such as Job Title. Since Job Title resides on theWorker business object, you need to link from Performance Review to Worker and then retrieve Job Title.

The Workday reporting guide explains:“Lookup Related Value – Returns a field from a related business object. Use this to bring data from associated objects into a report when the field is not directly available on the primary object.”. This ensures the Performance Review data can be combined with Job Title for meaningful insights.

By contrast, Aggregate Related Instances is used to roll up multiple related values, Range Band applies thresholds, and Evaluate Expression Band is used for conditional ranges, not cross-object retrieval.

When creating custom reports and visualizations, calculated fields can transform values. To change positive counts into negative values (such as terminations in a waterfall chart), you use theArithmetic Calculationfunction. This function allows you to perform math operations (addition, subtraction, multiplication, division) on numeric fields. By multiplying the Termination Count by -1, the result displays as a negative number.

From Workday Reporting documentation:

“Arithmetic Calculation – Performs mathematical operations on numeric fields. You can create new numeric outputs such as percentages, ratios, or negatives by applying arithmetic logic.”

Thus, the correct answer isC. Arithmetic Calculation.

To evaluate year-over-year changes in benefit costs and enrollments, you need historical data comparisons over time. TheTrending Reporttype is designed for exactly this use case, leveraging data sources likeTrended Workersto display snapshots at periodic intervals and calculate variances between time periods.

From the Workday binder:“Trending reports allow you to track changes to worker data across time. These reports support analysis of headcount, demographics, benefit enrollments, and cost variances year-over-year or month-over-month.”

Advanced and Matrix reports provide strong analysis capabilities, but they are based on current or related effective-dated data, not time-series snapshots. Composite reports combine multiple subreports but do not inherently manage trending data or variance calculations across years.

Therefore, the only correct option for year-over-year benefit enrollment and cost variance isD. Trending Report.

When reports useIndexed Data Sources, performance issues can arise if sorting is attempted on fields that are not indexed. In the case of the Worker object, sorting directly by the Worker object field is slower. Workday best practice is to sort bytext-based fields such as the “Full Name (text)” field, which improves query performance because it leverages indexed fields.

From the Workday reporting materials:

*“For indexed data sources, performance improves when sorting by text fields such as Full Name (text), instead of object fields. Sorting by object fields causes slower performance, whereas text-based fields use the