Reporting documentation

Workday HCM Reporting Definition Site

A business and technical guide to the synthetic Workday-style reporting stack: what each Lightdash chart answers, how its metrics are calculated, where its data comes from, and how the design is governed.

How to use this site: Lightdash is the presentation layer. The complex business logic lives in dbt staging models and reporting marts. Each chart is documented by its decision purpose, grain, denominator, Workday source objects, and quality controls.

Portfolio at a glance

16Workday-style source extracts
45dbt models
37Lightdash charts
9Dashboards
271Passing dbt checks/build results

Architecture and lineage

1. Raw Workday-style extracts

RaaS-inspired CSVs use display headers such as Worker ID and Learning Enrollment Status.

seeds/wd_*.csv
2. Staging normalization

Quoted source headers are cast, standardized, null-handled, and exposed as stable snake_case fields.

models/staging/stg_wd_*.sql
3. Governed marts

Joins, denominators, effective dates, cohort logic, and business rules are implemented once.

models/marts/fct_*.sql
models/marts/rpt_*.sql
4. Lightdash consumption

Charts are intentionally thin: select published fields, apply presentation filters, and order results.

lightdash/charts/*.sql.yml
Workday objectRaaS extractstg_wd modelfct/rpt martLightdash chart

Governance principle: A metric is not trusted merely because the SQL runs. It is trusted when the grain, denominator, population rules, reconciliation checks, and ownership are documented.

How to read a chart definition

FieldWhat to explain
Business purposeThe decision or operational question the chart supports.
GrainWhat one output row represents: a business unit, worker, course, requisition, month, or reporting cell.
Source martThe governed dbt model that owns the business logic.
FiltersPopulation rules, date windows, minimum cell sizes, or status restrictions.
Metric definitionNumerator, denominator, date logic, exclusions, and rounding.
QA controlThe test or reconciliation proving the result is complete and valid.

Interactive chart catalog

Metric definition quick reference

MetricDefinitionGovernance note
HeadcountWorkers active at a point-in-time snapshot: hire date is on/before the snapshot and termination is null or after it.Always state the snapshot date and whether contingent workers are included.
12-month attritionTrailing terminations divided by the current headcount in this demonstration.This is a planning rate, not a formal annualized average-headcount turnover rate.
Enrollment rateEnrolled elections divided by eligible elections.Benefits eligibility must reconcile to enrolled plus waived.
Completion by due dateRequired Learning enrollments completed on or before due date divided by required assignments.Do not confuse completed eventually with compliant completion.
Overdue rateRequired assignments with overdue status divided by required assignments.Document whether future-due incomplete assignments are excluded.
Pay gapMale median pay minus female median pay, divided by male median pay.This is an aggregate screening metric, not a controlled pay-equity analysis.
Time to fillDays from requisition creation to filled date.It measures requisition lifecycle; it is different from candidate time to hire.
Span of controlDirect reports assigned to a manager.The 3–12 band is a screening heuristic, not a universal target.