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Workday User Guide
Last Updated: 2023-06-23
Steps: Create Table from a Workday Report

Steps: Create Table from a Workday Report

Security:
Prism: Tables Create
 domain in the Prism Analytics functional area.
You can create a table based on an existing Workday custom report by selecting a report as the schema source. Workday retains only the fields with field types that tables currently support.
When you create a table from a report, you can:
  • Add other fields to the table schema.
  • Create a data change task to load data from the report 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
    Workday Report
    .
  9. Select the Workday custom report.
  10. On the
    Edit Schema
     step, review the fields Workday created based on the report, 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.
  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 defined in the report.
Create a data change task using the same report as the source to load data into the table from the report.

This content is not part of the Workday Administrator Guide.