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Workday User Guide
Last Updated: 2026-03-13
Steps: Create a Dataset with External Data (Upload a File)

Steps: Create a Dataset with External Data (Upload a File)

Security:
Prism Datasets: Create
domain in the Prism Analytics functional area.
Workday recommends that you use tables to ingest data into Prism Analytics instead of base datasets, to take advantage of the many performance and feature benefits.
You can create a base dataset using external data by uploading a file. You might want to create a base dataset by uploading a file when the data in the file is less likely to change over time.
When you create a base dataset by uploading a file, the source data in the dataset remains the same over time. However, you can change the data in the dataset later by uploading a new file to the dataset. See Upload a New File to a Dataset.
If you're new to Workday, you don't have access to create or edit base datasets.
  1. Access the
    Data Catalog
    report.
  2. Select
    Create
    from File
    .
  3. Navigate to a file on your local machine and open it.
    The maximum size file you can upload is 500 MB.
  4. Define how to parse the data in the file.
  5. Specify a unique name for the dataset.
    The dataset name is what displays in the Data Catalog. You can change the name when you create, edit, or copy the dataset.
  6. (Optional) Change the dataset API name. Workday automatically selects an API name based on the dataset name you enter, modifying it to make it meet the name requirements. You can’t change this name after you finish creating the dataset.
  7. (Optional) Create or edit 1 or more tags to organize the dataset in the Data Catalog.
  8. (Optional) Add a description to help others understand the data in this dataset. You can change the description when you edit the dataset.
  9. You can add only some stage types to base datasets.
  10. You can add a Prism calculated field to any stage.