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Administrator Guide
Last Updated: 2026-08-07
Create Visualizations

Create Visualizations

You can build Discovery Board visualizations that use your external tables and the derived datasets.
  1. Create a Discovery Board
    .
    1. From the Workday header, select your profile picture and then select
      Drive
      .
    2. Navigate to a folder.
    3. Select
      + New > Discovery Board
      .
    4. Enter a name such as ZeroCopy_Analysis_.
    5. Click
      Create
      .
    A new Discovery Board opens with a single blank visualization.
  2. Add a visualization using only external data
    .
    1. In the Discovery Board, open the Data Sources panel.
    2. In the Search Data Sources box, search for the external data source associated with your external catalog.
    3. Select this external data source.
    4. Open the Builder Panel to view available fields.
    5. To the right of the Search Fields box, select the down arrow next to the default visualization type and choose a chart that fits your data (for example, a bar chart, column chart, or donut chart).
    6. Drag one or more numeric measures from the external source into the appropriate blocks (for example, Y-Axis or Angle).
    7. Drag a dimension field (such as a category, organization, or level) into the X-Axis, Color, or Filter blocks to segment the measure.
    This creates a visualization that uses only the external data queried via Zero Copy.
    Click
    Save
    .
  3. Add a visualization using the blended dataset
    .
    1. On the Discovery Board, select
      Add Viz
       to add another visualization.
      In the Data Sources panel, select the Back arrow and search for the published dataset you created.
    2. Select that dataset (for example, a dataset that blends Workday and external data).
    3. Open the Builder Panel to display the dataset fields.
    4. Choose a chart type that helps compare your key measures across categories or over time (for example, a column chart).
    5. Drag your primary measure (for example, a total or sum) into the Y-Axis block.
    6. Drag a relevant dimension (for example, a category, period, or organization field) into the X-Axis block.
    7. Optionally add more dimensions to Color or Filter to allow users to segment the results.
    This creates a visualization that showcases the blended dataset.
    Click
    Save
    .
  4. Review and refine the board
    .
    Review the Discovery Board:
    Confirm that the first visualization is based only on external data.
    Confirm that the second visualization uses your published, blended dataset.
    Check that labels, titles, and legends make it clear what each visualization represents.
You can:
  • Add filters (such as time period, organization, or population).
  • Adjust formatting and layout so the board is easy to interpret.
  • Share the board according to your needs.