Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Strategic Sourcing Savings Discovery Board

Steps: Set Up Strategic Sourcing Savings Discovery Board

You can view realized and projected savings information derived from sourcing projects using the
Spend - Strategic Sourcing Savings
 discovery board. The discovery board enables you to view and customize visualizations (vizzes) using data from the
Strategic Sourcing Savings
 report data source. You populate this report data source by integrating with Workday Strategic Sourcing.
  1. Select
    Workday Strategic Sourcing: Savings
     from the
    New Using Template
     prompt.
  2. From the related actions menu of the integration system, select
    Integration System → Configure Integration Attributes
    .
    Enter these attributes:
    • WSS API URL
      : Enter the Strategic Sourcing endpoint URL for the WSS API. For up-to-date URLs, see Workday Strategic Sourcing API Documentation.
    • User Email
      : Enter the email address that you used in your Strategic Sourcing user profile.
    • API Key
      : Enter the company-wide API token that you generated on your Strategic Sourcing profile.
    • User Token
      : Enter the user-specific API token that you generated on your Strategic Sourcing profile.
    Security: These domains in the Integration functional area:
    • Integration Build
    • Integration Configure
  3. Create an Integration System User (ISU) and grant the ISU
    Get
     and
    Put
     access to these domains:
    • Integration Event
       in the Integration functional area.
    • Reports: Strategic Sourcing Savings
       in the Procurement functional area.
    See Steps: Grant Integration or External Endpoint Access to Workday.
  4. Set up a schedule for the integration to retrieve data from Strategic Sourcing.
  5. Configure the
    Reports: Strategic Sourcing Savings
     domain in the Procurement functional area. This domain enables discovery board users to access the
    Strategic Sourcing Savings
     report data source.
  6. Make a copy of the
    Spend - Strategic Sourcing Savings
     discovery board.
  7. Access your
    Drive
    .
    Open your copy of the
    Spend - Strategic Sourcing Savings
    discovery board and click
    Edit
    .
  8. (Optional) Customize your visualizations and data.
  • Create your own visualizations.
  • Share the discovery board with other users.