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Workday User Guide
Last Updated: 2026-03-13
Add an Instance Mapping Stage

Add an Instance Mapping Stage

Security:
  • Prism: Manage Analytic Dimensions
    domain in the Prism Analytics functional area (View permission).
    • Any of these security requirements:
      • Prism Datasets: Manage
        domain in the Prism Analytics functional area.
      • Dataset Editor
        permission on the dataset
      • Dataset Owner
        permission on the dataset.
You can use an Instance Mapping stage to convert a Text field to an Instance field using the dimension values in the specified business object. Workday compares the text value to the dimension values defined in the business object and assigns an instance value when it finds a match. The Instance Mapping stage supports analytic dimension business objects only. For more information, see Concept: Analytic Dimensions.
When you create and edit an Instance Mapping stage, you:
  • Can define 1 to 10 field mappings per Instance Mapping stage.
  • Must select a different business object for each field mapping in an Instance Mapping stage.
  • Must select a different Text field for each field mapping.
  • Must select an analytic dimension business object for the business object.
When you define a field mapping in an Instance Mapping stage, Workday:
  • Creates a new Instance field with the specified
    Output Field Name
    and assigns the specified
    Business Object
    .
  • Compares the Text field value to the business object
    Value ID
    for each row and performs a case-sensitive match.
  • Replaces each Text value with the business object
    Value Name
    in the new Instance field. Workday assigns NULL when it doesn’t find a matching value ID.
  • Retains the existing Text field in the dataset. You can keep the Text field or hide it with a Manage Fields stage.
  1. Access the
    Edit Dataset Transformations
    task for a dataset.
  2. Select a dataset pipeline.
  3. Add an Instance Mapping stage, and complete these options:
    Option Description
    Input Field Name
    Select a Text field that contains the dimension values you want to convert to instance values.
    Output Field Name
    Enter the name of the Instance field that Workday creates.
    Business Object
    Select the business object that contains the dimension values that correspond to the values in the selected input field. The Instance Mapping stage supports analytic dimension business objects only.
  4. (Optional) Select
    Preview
    to update the example data and view the new output field you defined in the stage.
  5. (Optional) Click
    Add Field Mapping
    to convert another Text field to an Instance field.
  6. Select
    Done
    after you have added all desired field mappings.
  7. Save the dataset.
Workday creates a new Instance field with the specified
Business Object
and replaces each Text value with the business object
Value Name
in the Instance field. Workday assigns NULL when it doesn’t find a matching value ID.
Optionally, you can add a Manage Fields stage to hide the original Text field.