Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-07-14
Edit an Enrichment Dataset

Edit an Enrichment Dataset

  • Create a derived dataset.
    Create Worktag Mapping. See Steps: Create Instance Mapping.
  • Create any datasets or tables to join in additional data to instantiate Workday values.
Workday recommends you create a new dataset for enrichment between the System Filter {_UnprocessedForBatch} and the User dataset {_UserConfiguration}.
You can edit an enrichment dataset to prepare further your data for detailed and summarized accounting. Example: Adding worktag types (cost center) to each individual transaction for greater granularity.
  1. Access the
    View Accounting Source
     report.
  2. Select an accounting source.
  3. From the related actions menu of the accounting source, select
    Accounting Source
    View Implementation
    .
  4. For the
    Enrichment
    stage, click to open the
    User Dataset
    .
  5. Click
    Edit
    .
  6. As you edit your derived dataset, consider these guidelines:
    1. To add worktag mapping to enrich your data, see Include Mapping in a Dataset.
    2. To add validation rules for your enriched data, see Create Validation Stages for Enrichment.
    3. Adding Fields: When adding fields to the enriched dataset, ensure that the field names don't contain spaces. Also, ensure that the field name, field type, and business object are the same on the dataset and table.
      Select the new fields when you edit the accounting source. Workday adds the fields to the detail accounting table when you next run the Accounting Center Process.
    4. When defining numeric attributes, ensure that the numeric values have a maximum of 15 digits to the left of the decimal place and 3 digits to the right of the decimal place. If the numeric value exceeds these limits, you'll receive an error during the Detailed Accounting Stage.
    5. Removing Fields: Before you manually remove a field from a table, consider if the table contains data. Removing a field will remove all of its data.
      Workday recommends you shouldn't remove fields in a production environment.
    6. Reuse Existing Enrichment Pipelines: Workday creates an enrichment user dataset as a single blank dataset. You can reference the user dataset on the accounting source enrichment stage, as there’s currently no way to reference another enrichment dataset.
      Where there’s an existing enrichment dataset, or enrichment rules are complex that you need to break them into multiple datasets, you must reconfigure the dataset relationships. This enables the enrichment dataset to import your custom dataset, so that your custom dataset can import the system filter dataset.
    7. Enrichment is a continuous process. Therefore, you must manually add and remove fields if you want to include the fields down stream.
  7. From related actions menu of the
    Enrichment
     stage, select
    Accounting Source Stage
    Sync Schema
    .
    You can add fields to the User dataset {_UserConfiguration} at the enrichment stage and run the
    Sync Schema
     task to automatically add new fields even when there is data in the Enrichment output tables.
    Workday synchronizes the schema of the Enrichment table to include or exclude fields added or removed in your User dataset.