Concept: Custom Versions

By default, Workday provides the Accounting Center Journals version. You can also create additional or custom versions and name them clearly to describe the data they represent. Example: Actuals for 2025.

How many custom versions you create depends on your business use cases and reporting strategy. Example: You might have one version for Forecasts and another for Scenario Planning. They help in comparing different versions of data side-by-side, such as "Forecast" versus "Budgeting Scenarios".

In the reporting model, you can configure multiple data sources under a single version. This enables you to:

Record and report on the same data over time. Example:
2024 Actuals Data
2025 Actuals Data
Use multiple data sources to capture similar data that you want to consolidate.
Example: An insurance company uses 2 different systems to source its policy information.

If you source your data from multiple data systems, you can follow these guidelines to consolidate the data into a single Prism table or data source:

Create the Prism table that combines data from multiple data systems.
Use the Workday reference ID (WID) to create a join column that identifies which rows of data are sourced from which systems. You can then slice and dice this data by the different sources.
Match the reference ID for the custom version to the WID used in the join.
Example: You created a join in the table to combine data from:
System 1
System 2
System 3
When you create a custom version for the data in system 1, use a reference ID that matches the WID for system 1 in the join.
Create a report to extract the WIDs and the reference IDs for custom versions. The data source is
Prism Ledgers for Financial Reporting
.
Join the report with the existing table to create the custom version column. The business object is
Prism Ledger Type
.