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Administrator Guide
Last Updated: 2023-06-23
Create Data Sets

Create Data Sets

Create a report design data source.
Data sets define which data is available to a report design from a data source.
  1. In the
    Data Explorer
     view, right-click the
    Data Sets
     folder and select
    New Data Set
    . The
    New Data Set
     wizard opens.
  2. Under
    Data Source Selection
    , select a data source. You can filter the available data sources by entering text in the filter field.
  3. Enter a
    Data Set Name
    , then click
    Finish
     to open the
    Edit Data Set
     window.
  4. As you complete the task, consider:
    Option Description
    Data Source
    Displays the data source that the data set is based on. You can only use 1 data source in Report Designer, so there are no options in the
    Select Data Source
     drop-down list.
    Output Columns
    Displays the XML schema element values for each of the columns that you added as rows to your custom report in Workday. Select an output column and click
    Edit
     to change
    Type
    ,
    Alias
    ,
    Display Name
    , or
    Display Name Key
    .
    Computed Columns
    Displays each of the computed columns that you added as rows to your custom report in Workday. Select a computed column and click
    Edit
     to change its
    Column Name
    ,
    Data Type
    ,
    Expression
    ,
    Aggregation
    , or
    Filter
    . You can also click
    New
     to add new computed columns but this is bad practice. Always add new computed columns in Workday.
    Filters
    Displays any filters you defined in Workday to reduce the number of rows included in the output document. Select a filter and click
    Edit
     to change its
    Expression
    ,
    Operator
    , or
    Value
    . You can also click
    New
     to add a new filter but this is bad practice. Always add new filters in Workday.
    Settings
    Enables you to change the number of rows that Report Designer retrieves from the report data source. By default, it retrieves every row. To set a limit, clear the
    Fetch all rows from data source
     check box and enter your preferred maximum number of rows in the
    Max number of rows to fetch from data source
     field.
    Preview Results
    Enables you to preview the data set results that Report Designer retrieves from the specified data source.
  5. The newly created data set displays in the
    Data Explorer
     view, with 1 element for each of the fields in the relevant custom report. Expand the data set element to view the data fields that it contains.