Set Up the Viz Data Source

These domains in the System functional area:

Drive

Discovery Boards: Create

Every visualization (viz) in a discovery board analyzes data in a data source.

When you create a discovery board, you select the data source to analyze in the first viz. When you add a new viz or duplicate an existing viz, Workday automatically selects the same data source as the previously selected viz. You can change the data source used in a viz by using the Data Source panel.

When you select a data source and save the discovery board, Workday automatically creates a Recommended Data Sources
section in the Data Source panel. This list displays a maximum of 10 recommended data sources in alphabetical order based on the most recently used and most frequently used data sources. Users can disable show recommended data sources
from the discovery board related actions.

If your tenant has Prism Analytics enabled, Workday lists both Prism data sources and the supported Workday-delivered data sources you have access to.

For Workday-delivered data sources, you have more options to configure for the data source, such as data source filters and prompts built into data sources or fields.

Select a viz in a discovery board.

Click the data source panel icon on the left side of the discovery board workspace.

Select a data source from the list when creating a new discovery board.

Workday displays data sources that you have permission on. If your Discovery Boards administrator curated the list of data sources, then Workday lists the data sources you have permission on from that curated list. To view all data sources that you have permission on, disable

Show only curated data sources

from the discovery board related actions.

(Optional) Save the discovery board to view your selected data source in the Recommended Data Sources
list.

(Optional) Click the left arrow next to the data source name to select a different data source.

(Workday-delivered data sources) Select all required and any optional data source filters and prompts.

Workday applies the selected data source and displays the builder panel so you can analyze the data in the data source.