Steps: Create Visualizations

Security: These domains in the System functional area:

Drive

Discovery Boards: Create

You can explore and analyze data in a data source interactively by using a visualization (viz) in a discovery board.

Access

Drive

You can also access your discovery board as a worklet from the Home page.

Select the discovery board you want to edit.

(Optional) To enable live updates, select

Automatically Update

from the related actions menu of the discovery board. When you disable the automatic update, you can manually update the viz by clicking

Update Now

Set Up the Viz Data Source.

On the

Builder panel

, select a viz type.

See Concept: Visualization Types.

Drag and drop fields into the drop zones to analyze the data.

(Optional) To display only the fields administrators configured in curated field lists, enable

Show only curated fields

from the related actions menu of the discovery board. When you disable the curated field list, Workday displays all available fields to discovery board users.

Discovery board administrators can configure curated field lists for the primary business object of the data source.

You can:

Add a description to the viz by selecting

Add Description

from the related actions menu of the viz.

Change how Workday displays your vizzes by dragging the viz to a new location on the sheet to reposition it.

Modify your viz to change how Workday displays data.

Duplicate the viz by selecting

Duplicate

from the related actions menu.

Concept: Discovery Board Workspace

Concept: Using Drop Zones in a Viz

Concept: Interactive Viz Queries

Steps: Modify Visualizations

Set Up Curated Field Lists

Set Up Discovery Boards as Home Page Worklets

The Next Level: Discovery Boards Guidance

The Next Level: Quick Sheet: Create Discovery Boards