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Workday User Guide
Last Updated: 2023-11-03
Share a Dataset with Others

Share a Dataset with Others

Any of these security requirements:
  • Prism Datasets: Owner Manage
    domain in the Prism Analytics functional area.
  • Dataset Owner
    permission on the dataset.
When you create a dataset, you're the dataset owner. Being the owner of a dataset means you have
Dataset Owner
permission on the dataset. As a dataset owner, you can share it with other users and security groups. The dataset sharing feature is a way to control access to individual datasets.
To share a derived dataset, you need owner permission on the current dataset and either:
  • Relax Sharing Rules enabled and functional on the current dataset, or
  • At least viewer permission on all upstream objects up until you reach the base datasets and tables, or until you reach a dataset with Relax Sharing Rules enabled and functional.
If you're new to Workday, you don't have access to create or edit base datasets.
You might want to share a dataset with someone else so they can edit it, or import it into another derived dataset.
If you want to share a derived dataset with someone, they must also have at least viewer permission on all upstream objects up until you reach the base datasets and tables, or until you reach a dataset with Relax Sharing Rules enabled and functional.
  1. Access the
    View Dataset Details
    report.
  2. Select
    Actions
    Security
    Edit Dataset Sharing
    .
  3. Add a new row to the table, and select the
    Permission
    to assign to a user or security group.
    You can configure these permissions:
    Option Description
    Dataset Viewer
    Users with this permission can:
    • View this dataset.
    • Import this dataset into a derived dataset.
    Dataset Editor
    User with this permission can do all tasks of a dataset viewer plus:
    • Make changes to (edit) this dataset.
    Dataset Owner
    User with this permission can do all tasks of a dataset editor plus:
    • Delete this dataset.
    • Share this dataset.
  4. (Optional) Share the dataset with more users, or remove access from users listed in the table.
  5. When you're done sharing the dataset with others, click
    OK
    .