Steps: Create a Discovery Board
These domains in the System functional area:
- Discovery Boards: Create
- Drive
Discovery boards enable you to perform drag and drop analysis by iteratively asking questions
around data in a data source. Use a discovery board to create 1 or more
visualizations, which are graphical representation of certain data fields selected
from a data source.
- Access the Drive Home page.
- Select .You can also duplicate an existing discovery board by right-clicking it and selectingMake a Copy.
- Enter a name.
Workday creates a discovery board and adds it to your list of documents on the
My
Files
view in Drive. The discovery board contains 1 empty
visualization to begin your analysis.You can:
- Enter an explanatory description below the board title to help viewers understand the board's purpose and scope.
- Open the discovery board and edit the empty visualization, and add more visualizations as desired.
- Add your discovery board as a worklet on the Home page.
- Share the board with other users and assign their access to the board.
- Permanently delete discovery boards by accessing theDrive Permanent File Deletetask.