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Workday User Guide
Last Updated: 2023-11-03
Manage Dataset Integration Schedules

Manage Dataset Integration Schedules

Security:
Prism Datasets: Manage
domain in the Prism Analytics functional area.
You can manage how you set up integration schedules for base datasets created from:
  • SFTP
  • Custom reports
You can schedule the integration to run:
  • Once in the future.
  • On a recurring basis (Example: daily, weekly, or monthly).
  • Only if another Prism scheduled process completes at a status you specify.
If you're new to Workday, you don't have access to create or edit base datasets.
  1. Access the
    View Dataset Details
    report for the dataset.
  2. From the related actions menu, select
    Dataset
    Edit Integration Details
    .
  3. (Recurring schedules) As you set up the schedule, consider:
    Option Description
    Catch Up Behavior
    Select how many times the scheduled integration runs after maintenance issues cause errors.
    Example: If you schedule an integration to run multiple times in a week when your environment is down for maintenance, you can limit the process to run once instead of catching up all missed occurrences.
  4. (Dependent schedules) As you set up the schedule, consider:
    Option Description
    Dependency
    Select a Prism-related schedule on which the dataset integration schedule depends.
    Trigger on Status
    Select the status of the scheduled future process that causes the dataset integration to run.
    Workday recommends using one of the completed statuses.
    Example: You select
    Prism Integration
    and an integration schedule called
    Dataset Integration Schedule: Monthly Acquisition Expenses.
    In the
    Trigger on Status
    field, you select
    Completed
    .
    Workday brings data into the dataset only after the
    Dataset Integration Schedule: Monthly Acquisition Expenses
    integration successfully completes.
    Time Delayed Configuration
    (Optional) Specify the number of days, hours, or minutes to delay running the dataset integration after the trigger. You might want to delay integration to review the latest source files.
  5. (Optional) Change the name of the schedule in the
    Request Name
    field. Workday assigns a name to the schedule based on the name of the dataset and prepends
    Dataset Integration Schedule:
    to the name.
  6. (Optional) Perform actions such as transferring ownership of the schedule or editing 1 scheduled occurrence.
    1. Access the
      View Integration Details
      report for the dataset.
    2. Find the integration schedule in the
      Request Name
      column on the
      Schedules
      tab.
    3. From the related actions menu of the integration schedule, select
      Schedule Future Process
      and then the desired action.
Workday imports data into the dataset based on the criteria you specified.
You can view the status of all scheduled integration processes in the
Process Monitor
and
Scheduled Future Processes
reports. The status includes the date and time of the last successful integration. The last successful integration date informs you about the freshness of the data brought into the dataset. Example: If the last successful integration date is 1 week ago, but your integration schedule is set to run daily, this discrepancy could indicate a failure in the integration process.