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.
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, disableShow only curated data sourcesfrom the discovery board related actions.
- (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.