Concept: The Discovery Board Workflow

The first phase is to create a discovery board that you can use as your workspace for analyzing data. There are multiple methods available for creating a discovery board:

Discovery boards contain 1 or more vizzes where you analyze data in data sources. When you create a new discovery board, Workday creates a single empty viz by default. You can edit, copy, and delete existing vizzes, and create new ones.

Each viz analyzes data in a single data source. To analyze data in a viz, you:

Select the data source.
Select and configure prompt values for data sources that include built-in prompts.
Select data source filters for data sources that include them.

You can analyze data in different types of data sources:

Workday-delivered data sources. Workday makes some Workday-delivered data sources available for use in discovery boards.
Prism data sources. If your tenant is enabled for Prism Analytics, you can use any Prism data source.
Extend application data sources. If an Extend app is installed on your tenant, you can also use the app's data sources, including those from:
Business objects
Business processes (event business objects)

After you select a data source for a viz, you can select the fields to analyze, configure how the fields are used, and modify the overall appearance of the data in the viz.

Most of the time you spend on creating and editing discovery boards is for this phase.

When you configure and modify a viz, you:

Select what type of viz to create, such as Chart, Donut Chart, Waterfall, or Pivot Table.
Select which fields to include in the viz. The fields you use either measure quantitative values or group together multiple data records into a single data point (referred to as a mark). For more information, see Concept: Summarization and Attribute Viz Fields.
Modify the appearance of the selected viz type. Example: Depending on the viz type, you can:
Override display names in the viz.
Change the formatting of numeric and currency data.
Change the color palette applied to a viz.
Adjust the size of each mark based on a measurement (summarization field).
Group data by color.
Select a horizontal or vertical orientation for the marks on the viz.
Select the Grouping of the marks on the viz, such as Cluster, Overlay, Stack, or Stack to 100.
Select the type of marks for each y-axis, such as area, bar, or line.
Create a dual axis chart.
Create a combination chart by selecting different mark types for each y-axis in a dual axis chart.
Highlight data in a Table viz.
Filter data in a viz at either the viz-level or sheet-level.
Limit and sort the data in the viz to focus on what’s important.

You need to prepare the board and vizzes on it for users who will view it. Discovery board viewers can include other users and even yourself. Users who view a discovery board can’t perform all the functions that a discovery board editor can, but editors can choose to make some lightweight capabilities available to viewers.

To prepare a discovery board for viewers, you can:

Prepare each viz. You can:
Rename.
Add a description.
Resize.
Arrange the vizzes. You can:
Create up to 10 vizzes on a sheet.
Arrange the vizzes on a sheet. Discovery boards use a grid layout.
Create multiple sheets to contain different vizzes.
Rename each sheet.
Give viewers lightweight control over the data returned in a viz by creating controls. When you create controls for any of the vizzes in a board, Workday displays a Control panel that enables viewers to filter the data they see based on the available controls.

You can share the insights you find in a discovery board with others. You can:

Share a specific discovery board with individual users or all users in a security group.
Create a custom report using the data and configurations from some viz types.
Download vizzes as CSV or PNG image files to your local computer.

Discovery Board Administrators have additional functionality available to them that’s not available to discovery board editors and viewers. Depending on your access, you can:

Curate the data sources that are displayed on the Data Source panel in discovery boards for editors. This list makes it easier for editors to see the data sources available to them. Editors can choose to display all data sources.
Curate different lists of fields so that it's easier for discovery board editors to find the right fields to use when building vizzes. You can curate these types of field lists:
Data source fields
Drill By fields
Show Details fields
You can add discovery boards as worklets on the Home page. This enables users to access their most commonly used discovery boards without needing to go to Drive.