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Workday User Guide
Last Updated: 2026-03-13
Steps: Create a Derived Dataset

Steps: Create a Derived Dataset

Security:
  • Prism Datasets: Create
     domain in the Prism Analytics functional area.
  • Any of these requirements:
    • Prism Datasets: Manage
       domain in the Prism Analytics functional area.
    • Dataset Viewer
       permission on the dataset to import into the derived dataset.
    • Dataset Editor
       permission on the dataset to import into the derived dataset.
    • Dataset Owner
       permission on the dataset to import into the derived dataset.
When you first create a derived dataset, Workday creates the Primary Pipeline. Import other datasets into the derived dataset so you can blend data together.
You can add a stage to any pipeline in the dataset. However, some stages, such as the Join stage, can only be added to the Primary Pipeline.
When you add a Join or Union stage to the Primary Pipeline, you must select another pipeline in the derived dataset to blend with the Primary Pipeline. Workday uses the last stage of that pipeline as the input to the Join or Union stage.
  1. Access the
    Data Catalog
     report.
  2. Select
    Create
    Derived Dataset
    .
  3. Select a table or dataset from the list.
  4. 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. See Reference: Naming Guidelines.
  5. (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.
  6. (Optional) Create or edit 1 or more tags to organize the dataset in the Data Catalog.
  7. (Optional) Add a description to help others understand the data in this dataset. You can change the description when you edit the dataset.
  8. Click
    Save
    .
  9. Click
    Quick Actions
    Edit Transformations
     to access the
    Edit Dataset Transformations
     task.
  10. The
    Edit Dataset Transformations
     task displays 1 pipeline (the Primary Pipeline) that contains an
    Import
     stage.
  11. Create 1 or more additional pipelines by importing an existing dataset.
  12. You can add any stage type to derived datasets, but you can add some stage types to the Primary Pipeline only. To blend data from 2 pipelines, consider adding a Join stage to the Primary Pipeline. For details on the stage types that you can add, see Concept: Dataset Stages.
  13. You can add a Prism calculated field to any stage in any pipeline.

This content is not part of the Workday Administrator Guide.