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Administrator Guide
Last Updated: 2023-06-23
Create Workday Instances with Prism Join

Create Workday Instances with Prism Join

  • Security: These domains in the System functional areas:
    • Custom Report Creation
    • Manage: All Custom Reports
  • Prism Datasets: Create
     domain in the Prism Analytics functional area when creating a dataset.
  • Any of these security requirements when editing an existing dataset:
    • Prism Datasets: Manage
       domain in the Prism Analytics functional area.
    • Dataset Editor
       permission on the dataset.
    • Dataset Owner
       permission on the dataset.
You can use Prism Join to derive an instance of a Workday business object for use in your accounting source configuration.
Examples:
  • You can match field values in your Prism dataset with custom list values. This matching enables you to populate the instances of the custom account posting rules dimensions created from these custom list values in your Prism dataset. You can then use these instances as custom dimensions for a custom accounting posting rule type configured for an accounting source.
  • If you have a text value in your Accounting Center source system that represents a Workday worktag value, you don't need to maintain a separate mapping table. You can instead use Join to instantiate it.
  1. Create a Custom Report
    Create a custom report to create a list of all values and instances of all those values.
    1. Access the
      Create Custom Report
       task.
    2. Enter:
      Field
      Value
      Report Name
      A unique name for your custom report. Workday recommends that you either name or tag reports that you want to use in Prism to identify them.
      Report Type
      Advanced
      Data Source
      Select an appropriate data source for the business object values you wish to instantiate.
      Example: Custom List Values for Custom List.
      Enable As Web Service
      Select
      Enable As Web Service
      .
    3. Click
      OK
      .
    4. On the
      Columns
       tab, enter:
      Field
      Value
      Business Object
      Select an appropriate business object.
      Business Object. Example: Custom List Value.
      Fields
      Select a value for the Business Object Value in these formats:
      • Text. Example: Custom List Value (Text)
      • Instance. Example: Custom Account Posting Rule Dimension Value (Single Instance).
    5. (Optional) On the
      Prompts
       tab, enter any desired prompts. If you don't require any prompts, enter:
      Field
      Value
      Default Type
      Select
      No Default Type
      .
      Do Not Prompt at Run Time.
      Check
    6. On the
      Advanced
       tab, enter:
      Field
      Value
      Enable as Web Service
      Confirm it's enabled.
      Enable for Prism
      Check
    7. Click
      OK
      .
    See Create Custom Reports.
  2. Create a Dataset from the Custom Report
    When you create a dataset from the custom report, Workday recommends that you consider using a run frequency to schedule updates to the values in the dataset.
  3. Create a Join Stage
    Create a Join stage to combine fields from the Custom Report dataset and your dataset.
    1. Access the
      View Accounting Source
       report.
    2. Select the accounting source for which you want to create a Join stage.
    3. From the related actions of the accounting source, select
      Accounting Source
      View Implementation
      .
    4. For the
      Enrichment
       stage, click to open the
      User Dataset
      .
    5. Click
      Edit
      .
    6. Click
      Add Stage
      .
    7. Select
      Join
      .
    8. As you create the Join, consider:
      Field
      Description
      Join Pipeline
      Select the dataset you created from the custom report.
      Match Rows
      • Primary Pipeline
        : Select the
        Text
         field in your Primary Pipeline to match with the
        Business Object Value Text
         field from your Custom Report dataset.
      • Custom Report Dataset
        : Select the
        Business Object Value Text
        field to match with the selected field from your Primary Pipeline.
      Include Rows That Exist In
      Select
      Primary Pipeline
      . You don't want to drop records that you’re unable to join.
      Select Fields
      Primary Pipeline
       tab: Select
      Select All
      .
      Custom List Report Dataset
       tab:
      • Select
        Instance
         and enter the Instance field from the custom report.
      • Include other fields from the report dataset as desired.
        Ensure that all fields have no spaces. If they do, replace the spaces with an underscore.
    9. Click
      Done
       and then
      Save
      .
  4. Synchronize Dataset Schema Changes in Enrichment
    Synchronize the schema to include fields added in the Join stage to the schema of the output dataset.
    1. Access the
      View Accounting Source
       report.
    2. Select the accounting source for which you created a Join stage.
    3. From the related actions menu of the accounting source, select
      View Implementation
      .
    4. From related actions menu of the
      Enrichment
       stage, select
      Accounting Source Stage
      Sync Schema
      .
    5. Select
      Confirm
       and then click
      OK
      .
    If you sync the schema for the last enrichment stage, you don't need to publish the system dataset for Detailed Accounting because Workday will automatically publish the system dataset.
  5. Edit Accounting Source
    Edit your accounting source configuration to use the instance fields added in the Join stage.
    The fields aren’t available in the accounting source configuration until you or Workday automatically publishes the system data for the Detailed Accounting stage. To confirm that the Schema Status for the Detailed Accounting stage has a status of
    Published
    , select
    View Implementation
     from the related actions menu of the accounting source.
  • When you run Enrichment, Workday populates on each transaction the instance derived through the Join stage.
  • When you run detailed accounting, Workday uses the field instances to drive accounting that is based on your accounting source journal header and journal line configuration.