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Workday User Guide
Last Updated: 2026-02-06
Steps: Modify Visualizations

Steps: Modify Visualizations

Security: These domains in the System functional area:
  • Drive
  • Discovery Boards: Create
You can change discovery board visualizations (vizzes) to control the way Workday displays viz data.
  1. Access the viz in a discovery board.
  2. (Optional for Area Chart, Bar Chart, Chart, and Line Chart viz types) To compare metrics with different scales, select
    Dual
     on the Y-Axis drop zone to enable the Y-Axis (Left) and Y-Axis (Right) drop zones.
    Drag and drop summarization fields in both Y-Axis drop zones to display values on opposite axes of the chart.
  3. (Optional for Bar Chart or Waterfall viz types) Select a horizontal or vertical
    Orientation
     for the marks on the viz.
  4. (Optional for Area Chart and Bar Chart viz types) Select the
    Grouping
     of the marks on the viz, such as Cluster, Overlay, Stack, or Stack to 100.
    To group by date, create a Lookup Date Rollup calculated field. You can create a hierarchy of Lookup Date Rollup calculated fields for more granular grouping. Example: Create a field for Year, and then a field for Month. See Lookup Date Rollup.
  5. (Optional for the Chart viz type) Select the type of
    Marks
     for each y-axis, such as area, bar, or line.
    When you create a dual axis chart, you can make a combination chart by selecting different mark types for each y-axis.
  7. (Optional) Change Viz Colors.
  13. (Optional for the KPI viz type.) Set Up KPI Viz Options.
  14. (Optional for the Waterfall viz type.) Set Up Waterfall Viz Options.
  15. (Optional for the Donut Chart viz type.) Set Up Donut Chart Options.
  17. (Optional) Sort Data in a Viz.

This content is not part of the Workday Administrator Guide.