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

Create Data Sources

Create a report design file.
To create a report design, you must provide a description of the custom report in the form of an XSD schema and, if you want to preview the design locally, some sample data in the form of an XML file.
  1. In the
    Data Explorer
     view, right-click
    Data Sources
     and select
    New Data Source
    .
  2. You must first specify the custom report XSD schema that you would like to use with your report design. Accept the default selection of
    Create from a data source type in the following list
    . From the list of data source types, select
    Workday Report Data Source
    .
  3. Enter a
    Data Source Name
    .
  4. If you are not already connected to your Workday environment, click
    Update Your Connection Details
    . Specify your connection details.
  5. To select a report description from your Workday tenant, click
    From Workday
    . If you have previously downloaded an appropriate XSD schema, click
    Local Description File
     to select it from your local machine.
  6. If you click
    From Workday
    , the
    Report Browser
     dialog box opens on the
    Filter Custom RaaS Reports
    section. Here you can use the
    Environment
     drop-down list and the
    Reports owned by me
     check box to filter the reports that Studio offers for your selection. You can also enter the report name, or part of it, in the
    Report name
     field.
  7. From the list of filtered reports in the
    Select Report
     section, select the one that you want to use in your report design.
  8. If you wish to preview your design locally without deploying to Workday, you must specify sample data for the report design. To select sample data from your Workday tenant, click
    From Workday
    . If you have previously downloaded an appropriate XML file, click
    Local Data File
     to select it from your local machine.
  9. If you click
    Download from Workday
    , the
    Download Sample XML Report
     dialog box opens. Specify the report design
    Project
     you're working on and enter a
    File name
     for the sample data XML file. Note that by default, the
    Download Report Subset
     check box is selected, which limits the downloaded report to 10 entries. Click
    Download
    .
  10. After you specify the XML schema and sample XML for your Workday Report Data Source, click
    Test Connection
    . Report Designer checks that the XSD and XML files exist, the XSD schema file is valid, and the sample XML is valid.
  11. The new data source displays in the
    Data Explorer
     view.
    One efficient way to unit test is to download a custom report run's data and schema (XML and XSD files, respectively) and assign them as the data source for a BIRT report design. Doing so enables you to assess the result as you add each data element to the design. You can test various scenarios by adding new fields (update both the XSD and XML files) or by manipulating the XML data.