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Workday User Guide
Last Updated: 2023-06-23
Steps: Create Table from an Existing Table or Dataset

Steps: Create Table from an Existing Table or Dataset

Security:
  • Prism: Tables Create
     domain in the Prism Analytics functional area.
  • Any of these requirements:
    • Prism: Tables Manage
       domain in the Prism Analytics functional area.
    • Table Viewer
       or
      Dataset Viewer
       permission on the existing table or dataset.
    • Table Editor
       or
      Dataset Editor
       permission on the existing table or dataset.
    • Table Owner
       or
      Dataset Owner
       permission on the existing table or dataset.
You can create a table based on an existing dataset or other table by selecting an existing table or dataset as the schema source. Workday defines the new table schema based on the output schema of the existing table or dataset.
If the existing dataset includes a Double field, consider converting it to a Numeric field in the dataset before creating the table.
When you create a table from an existing table or dataset, you can:
  • Add other fields to the table schema.
  • Create a data change task to load data from the existing table or dataset into the new table.
  1. Access the
    Data Catalog
     report.
  2. Select
    Create
    Table
    .
  3. Enter the
    Table Name
    . You can change the table name when you edit the table.
  4. (Optional) Change the
    Table API Name
    .
    Workday automatically selects an API name based on the table name that you enter, modifying it to make it meet the name requirements. Click
    Change
     to change the API name. You can’t change this name after you finish creating the table.
  5. (Optional) Select
    Enable for Analysis
     to create a Prism data source using the data in this table.
    Workday recommends enabling a table for analysis after:
    • You apply the appropriate data source security to the table.
    • The table contains the data that you want and receives new and updated data from a data change task.
  6. (Optional) Create or edit 1 or more
    Tags
     to organize the table in the Data Catalog.
  7. (Optional) Add a
    Description
     to help others understand what data this table contains.
  8. On the
    Select Schema Source
     step, select
    Existing Table or Dataset
    .
  9. Select the dataset or table.
  10. On the
    Edit Schema
     step, review the fields Workday created based on the existing dataset or table, and modify the fields if necessary.
    Select a field in the list and view the field details in the inspector panel on the right side. You might want to:
    • Define some field constraints that ensure the accuracy and reliability of the data in the table, such as Required or Use as External ID.
    • Change other field attributes, such as Digits Before and Digits After, based on the field type.
  11. (Optional) Click
    Add Field
     to add 1 or more fields. In the inspector panel for the field, configure the field attributes.
Workday creates an empty table using the schema that you defined.
Create a data change task to load data into the table.

This content is not part of the Workday Administrator Guide.