Skip to main content
Workday User Guide
Last Updated: 2023-11-03
Concept: Relax Sharing Options

Concept: Relax Sharing Options

By default, to access the current dataset, you must have access to all upstream datasets and tables. Example: To share a derived dataset, you must have owner permission on the derived dataset and at least viewer permission on all upstream datasets and tables.
However, you can relax some permission requirements so that users require access on fewer upstream datasets and tables to have access to the current dataset.
To relax the sharing restrictions with tables and datasets, Workday provides these options when you edit dataset sharing and table sharing:
Option Name
Description
Relax Sharing Rules
When you enable Relax Sharing Rules on a table or dataset:
  • Owners of datasets derived from this table or dataset only need a viewer role on this table or dataset to share their derived dataset.
  • (Derived datasets only) Owners of this dataset can share it with other users without requiring those users to have a role on any upstream datasets or tables.
You can protect sensitive data in upstream datasets and tables by eliminating the need for access by using Relax Sharing Rules in downstream datasets.
Prevent Relax Sharing on Derived Datasets
When you enable Prevent Relax Sharing on Derived Datasets, Workday revokes the Relax Sharing Rules functionality on all downstream derived datasets.
You might want to enable Prevent Relax Sharing on Derived Datasets to prevent others from sharing derived datasets they own without requiring your permission on this table or dataset.
The Relax Sharing Rules option is only functional when no dataset or table upstream from it has Prevent Relax Sharing Rules on Downstream Datasets enabled.
To configure these options, you must have access to the
Prism: Manage Relax Sharing
domain in the Prism Analytics functional area.
Example: You create a table called Payrolls that contains sensitive data, and you create a derived dataset off of it called Filtered Payrolls that filters out the sensitive data. You want Norman Chan to view the Filtered Payrolls dataset, but not the Payrolls table. To accomplish this sharing scenario, you enable Relax Sharing Rules on Filtered Payrolls, and then assign Norman Chan viewer permission on it. Now, Norman can view Filtered Payrolls and create a derived dataset from it even though he doesn’t have viewer permission on the Payrolls table. Also, he can share the derived dataset he created without having owner permission on Filtered Payrolls or Payrolls.
To do this...
You must have...
  • View the current dataset details or table.
  • Import the current dataset or table into a derived dataset.
At least viewer permission on the current dataset or table, and either:
  • Relax Sharing Rules enabled and functional on the current dataset or table, 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.
  • View the current dataset transformations.
  • Copy the current dataset (derived datasets only).
At least viewer permission on the current dataset, and either:
  • Relax Sharing Rules enabled and functional on the current dataset or table and at least viewer permission on each dataset or table that is imported into 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.
Edit the current dataset or table.
At least editor permission on the current dataset or table, and either:
  • Relax Sharing Rules enabled and functional on the current dataset or table and at least viewer permission on each dataset or table that is imported into 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.
Share the current dataset or table (the action that is specific to owners).
Owner permission on the current dataset or table, and either:
  • Relax Sharing Rules enabled and functional on the current dataset or table, 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.
View the lineage of the current table or dataset.
At least viewer permission on the current dataset or table.
Note that when you view lineage, you only see the upstream or downstream tables and dataset on which you have viewer permission (or better).
If you're new to Workday, you don't have access to create or edit base datasets.