Concept: The Discovery Board Workflow
Workday makes some Workday-delivered data sources available for use in discovery boards. If
you configure your tenant for Workday Prism Analytics, you can also use Prism data
sources.
A discovery board is your starting point for data analysis, similar to a project workspace.
The discovery board is the canvas for discovering and sharing data insights.
You can create discovery boards from Workday Drive and opening the document opens the
workspace in Workday where you can create visualizations.
Visualizations
A visualization (viz) is a graphical or textual representation of certain fields selected
from a data source. Vizzes might be charts, tables, or more. Use vizzes to explore and
analyze your data interactively.
Discovery boards have 1 or more sheets, and each sheet can display up to 10 vizzes. The
individual vizzes on a sheet can be:
- Related, meaning they use the same underlying data source and data source filter.
- Unrelated, meaning they use different data source and data source filter.
To create a viz on your discovery board, select a data source. To display data in a viz,
drag and drop fields into the various drop zones. Vizzes display inside panels (or boxes) in
the workspace area of a discovery board sheet.
The drill panel gives you more control over your vizzes by enabling you to:
- Add vizzes to a sheet, and each sheet can display up to 10 vizzes.
- Display the details of a data point to the transaction level.
- Export vizzes to the Report Writer.
- Use different dimensions to drill into viz measure data.