Steps: Set Up Unified Spend Actuals Discovery Board

To help you make informed decisions on managed and unmanaged spending across your organization, you can use a

Unified Spend Actuals

discovery board. This discovery board enables you to view and customize visualizations (vizzes) of actual spend from:

Ad hoc payment lines.

Expense report lines.

Procurement card lines.

Supplier invoice lines.

The

Unified Spend Actuals

discovery board uses the

Unified Spend Actuals

analytic data source to aggregate data for vizzes. This analytic data source is available to Prism Analytics customers only.

Create a role-based security group for discovery board users. Workday secures data from the

Unified Spend Actuals

analytic data source by role on the cost center through the Reports: Unified Spend Transactions
domain.

Edit Domain Security Policies.

Grant the security group access to the Reports: Unified Spend Transactions
domain in the Procurement and Supplier Accounts functional areas.

Set up the

Unified Spend Actuals

analytic data source.

Make a copy of the

Unified Spend Actuals

discovery board.

Access your

Drive

Open your copy of the

Unified Spend Actuals

discovery board and click

Edit

Configure the required prompts on the

Data Source panel

To add depth to the information available on your discovery board, select Unified Spend Actuals
and configure

Drill By Fields

and

Show Details Fields

(Optional) Customize your visualizations and data.

Create your own visualizations.

Share the discovery board with other users.