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Workday User Guide
Last Updated: 2024-03-08
Steps: Create a Table by File Upload

Steps: Create a Table by File Upload

Security:
Prism: Tables Create
domain in the Prism Analytics functional area.
You can create a table by uploading 1 or more delimited files.
Workday:
  • Uses the field information in the first file to define the table fields.
  • Loads the data in the files into the table.
When you create a table by file upload, you can:
  • Upload up to 100 files. All files must use the same schema.
  • Modify the field type that Workday guesses for each field. Example: You can change the field type from Numeric to Text, or from Text to Multi-Instance.
  • Add other fields to the table schema.
  • Create a data change task to load data from files you upload 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
    File Upload
    .
  9. Select 1 or more delimited files to upload.
    When you upload multiple files, each file must use the same schema. Workday supports delimited files that are RFC 4180-compliant. For more information, see RFC 4180.
  10. On the
    Edit Parsing Options
    step, define how to parse the data in the file.
  11. On the
    Edit Schema
    step, review the fields Workday created based on the parsed file, 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:
    • Change
      the field API Name. You can’t change the API name after you save the table.
    • Change the
      Field Type
      if Workday assigned the wrong field type. Example: Workday assigned the Numeric field type to a field with zip code data because the example rows it evaluated only contained numerals. But you know that some zip code values might contain letters or a hyphen, so you change the field type to Text.
    • Change other field attributes, such as Date Format, based on the field type.
    • Define some field constraints that ensure the accuracy and reliability of the data in the table, such as Required or Use as External ID.
  12. (Optional) Click
    Add Field
    to add 1 or more fields. In the inspector panel for the field, configure the field attributes.
Workday creates the table and starts loading the data in the files into the table. To view the data load progress you can go to:
  • The
    Activities
    tab on the
    View Table Details
    report.
  • The
    Activities
    tab on the
    Prism Management Console
    report.
Refresh
the page to get the most recent status.
To load data from a delimited file to the table again, create a data change task for the table.
If there were errors loading data into the table, download the error file from the data load from these locations:
  • The
    Activities
    tab of the
    View Table Details
    report.
  • The
    Activities
    tab of the
    Prism Management Console
    report.