Create Prism Analytics Table
- Set up your tenant for Prism Analytics.
- Review these topics to familiarize yourself with Prism Analytics terminology, such as tables, datasets, Prism data sources, stages, and so on:
- Security: These domains in the Prism Analytics functional area:
- Prism Datasets: Manage.
- Prism Datasets: Create.
- Prism Datasets: Publish.
Prism Analytics enables you to bring in non-Workday data, such as business
transactions, and enrich and transform it without exporting it into separate
applications. You can then combine external accounting transactions with
Workday-generated accounting and include them in your Workday ledger.
You can create a Prism Analytics table to bring in your external accounting
transactions.
- (Optional): Create custom dimensions and custom account posting rule types. See Create Custom Dimensions and Custom Account Posting Rule Types.
- As you create the table, consider these guidelines:
- When naming columns, ensure you that don't use these column names:
- AND
- AS
- ASC
- BY
- dataSourceFilter
- DESC
- effectiveMoment
- EMPTY
- entryMoment
- FROM
- GROUP
- HAVING
- id
- IN
- IS
- LIMIT
- NOT
- NULL
- OR
- ORDER
- SELECT
- WHERE
- Use version 2 of the Prism Analytics dataset REST API.
- Use the REST API or the Prism web interface to both create the table and load data into the table.
- SelectAppendwhen loading incremental data into the table.
- Use the table as your Ingestion Source prompt when you create the accounting source.
Enrich your data to create detailed and summarized accounting.