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Want to learn about Workday Prism Analytics training and elevate your career in the Workday industry?

Workday Prism Analytics Training provides trainees with a full picture of their business by empowering analysts to enrich their analytics in Workday with data from any source.<br><br>Here is the complete guide to deep dive into the process!!

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Want to learn about Workday Prism Analytics training and elevate your career in the Workday industry?

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  1. WORKDAY PRISM ANALYTICS © 2020 ERP Cloud Training

  2. PRISM ANALYTICS  Prism Analytics is a tool that provides the ability to ingest, blend, and transform Workday data with external data and publish the output as a Prism data source.  This functionality enables business leaders to gain a full perspective of their financial and people performance.  With Prism Analytics, external data can be modelled, transformed, and combined with Workday data.  These insights can be securely distributed to executives and managers through a Workday report. © 2020 ERP Cloud Training

  3. OBJECTIVES The Objectives of this training are:  Identify the primary use cases for Prism Analytics.  Order the phases of the Prism Analytics process flow.  Define the terminology.  Identify the domains required to create, manage, and publish datasets. © 2020 ERP Cloud Training

  4. PROCESS FLOW © 2020 ERP Cloud Training

  5. PRISM SECURITY OVERVIEW  Prism Analytics is a functional area that includes several security domains.  These security domains allow for access to the Data Catalog and to tasks such as creating datasets and publishing Prism data sources.  Configure access to these domains to allow the Prism data analysts and Prism data administrators to perform needed responsibilities in Prism. © 2020 ERP Cloud Training

  6. DATA ACQUISITION OBJECTIVES List the datasets included in the activity use case.  Identify the joining fields of the activity use case.  Identify the options for ingesting data into the Data Catalog.  Upload an external file and parse the data.  Identify the inherent permissions granted to dataset owners, editors, and viewers.  List the requirements and limitations of importing data from Workday custom reports.  Create a dataset from a Workday report. © 2020 ERP Cloud Training

  7. IDENTIFY DATA Identify the external data that will be brought into Prism Analytics by determining the reporting needed. Once the data is identified, consider:  Where is the data located?  How often will the data change and need to be retrieved?  Who is responsible for the dataset?  Is the data clean and prepared for transformation? • How will external data be mapped to Workday data? A mapping dataset may be required. • What field will be used in the join? Numeric fields are preferred. © 2020 ERP Cloud Training

  8. © 2020 ERP Cloud Training

  9. DATASETS  A dataset is an object that controls the underlying data and describes processing logic needed to prepare the data for analysis.  A dataset is a description of the data, otherwise known as metadata that can describe Workday data, external data, or a combination of the two. TYPES OF DATASETS There are two types of datasets:  A base dataset is created by loading data into the Data Catalog from Workday or an external source.  A derived dataset is created from one or more existing datasets. © 2020 ERP Cloud Training

  10. FILE UPLOAD  One way to create a dataset from external data is by manually uploading a file.  You can change the data in the dataset by uploading a new file to the dataset.  Each time you upload a file, the data is replaced, and the dataset schema is resaved.  The maximum file size that can be uploaded as a dataset is 500 MB. PARSE DATA  When a dataset is created by uploading a file, or from an sFTP integration, users must complete the Parse Data configuration page.  Parsing describes the source data in a tabular format and the configurations tell Prism how to read and interpret the files. © 2020 ERP Cloud Training

  11. DATASET OWNERSHIP AND SHARING When a Prism Data Analyst creates a dataset, they are automatically assigned as the owner of the dataset and can optionally share the dataset with other users. Dataset sharing allows for view or edit access. © 2020 ERP Cloud Training

  12. SFTP INTEGRATION  Another way to create a dataset from external data is by importing a file from an sFTP server.  Each dataset imported from sFTP has its own sFTP integration independent of all other integrations.  The sFTP functionality supports compression and PGP encryption using the Workday tenant keys.  The frequency by which data is retrieved from the server is configurable. © 2020 ERP Cloud Training

  13. WORKDAY CUSTOM REPORT  Import Workday data into the Data Catalog using web service-enabled custom reports.  The custom report must be configured as follows:  Advanced report type  Enabled as a web service  Enabled for Prism Analytics  Shared with or owned by the user performing the import of the report data © 2020 ERP Cloud Training

  14. EDIT DATASETS AND FIELDS  Introduces the concept of derived datasets, and the transformation stages you can use to manipulate your data.  Introduces the use of Prism calculated fields to generate new values based on a calculation or condition, returning a value for each input row. OBJECTIVES • Identify the utility of creating a derived dataset. • List the types of transformation stages available. • Identify the uses of the Manage Fields stage. • Add Prism calculated fields to transform and derive new columns of data in dataset. © 2020 ERP Cloud Training

  15. DERIVED DATASETS  A derived dataset is created by importing an existing dataset.  The number of derived datasets depend on the degree of modularity and the complexity for maintenance, testing, and troubleshooting. © 2020 ERP Cloud Training

  16. TRANSFORMATION STAGES Stage Purpose Manage Fields Change field names, types, and visibility. Filter Reduce the number of records in a dataset by removing rows. Join Connect two datasets by merging matching rows and appending columns. Union Connect two datasets by appending rows from one dataset to rows from another, and lining up corresponding columns if applicable. Group By Reduce the number of records by summarizing groups of records within the dataset. © 2020 ERP Cloud Training

  17. MANAGE FIELDS © 2020 ERP Cloud Training

  18. PRISM CALCULATED FIELDS A Prism calculated field is a user-created field that generates its values based on a calculation or condition, and returns a value for each input row. It is used to: • Derive meaningful values from base fields. • Cleanse data, such as by substituting one value for another. • Compute new data values based on a number of input variables. © 2020 ERP Cloud Training

  19. BLEND DATASETS Joins and unions are transformation stages that blend datasets together. OBJECTIVES • Identify the outcome of each type of join. • Join multiple datasets into a blended dataset. • Identify the purpose of adding a union stage. © 2020 ERP Cloud Training

  20. PIPELINES  A pipeline is a container of stages that models the flow of how data should be transformed.  Base datasets contain one pipeline, and derived datasets can contain one or more pipelines. © 2020 ERP Cloud Training

  21. JOIN  Joins are typically used to enrich a dataset with attributes from another dataset based on a match condition.  A join transformation can only occur between existing pipelines within a derived dataset.  To define a join, add a join stage to a derived dataset: 1. Select a dataset pipeline to join with the primary pipeline. 2. Next, select one or more fields whose values should match. 3. Select which rows from each dataset pipeline to include in the join result. 4. Select which fields from each pipeline to include in the join result. © 2020 ERP Cloud Training

  22. DATASET LINEAGE Complex workflows containing multiple datasets can result from transforming and blending datasets as you build your use cases. © 2020 ERP Cloud Training

  23. UNION  Unions are typically performed to transform disparate datasets into one uniform layout and then append them together.  You can include two datasets in a union stage, and add additional union stages in the pipeline if you need to combine multiple datasets. © 2020 ERP Cloud Training

  24. FILTER AND GROUP BY  Prism transformations can reduce the number of rows in a dataset based on defined filter conditions or aggregations.  Filter stages involve one or more filter conditions to reduce the number of rows. OBJECTIVES Add a Filter stage to reduce the number of rows. Add a Group By stage to reduce the number of rows and fields to only the defined groupings and summarizations. Identify when dataset changes flow downstream to later datasets. © 2020 ERP Cloud Training

  25. FILTER Add a Filter stage to remove rows based on the conditions specified This mode is `helpful for less technical users who do not want to learn the details of the Prism Analytics expression language to write a filter expression manually. © 2020 ERP Cloud Training

  26. GROUP BY  The Group By stage aggregates multiple values in a dataset by the groups specified using an aggregate function.  An aggregate function groups the values of multiple rows together and returns a single value for that group. The following aggregation functions are available: •Average •Count •Max •Min •Sum © 2020 ERP Cloud Training

  27. PUBLISH AND REPORT ON PRISM DATA  Once a dataset has been transformed to meet your requirements, publish it to a Prism data source to use in Workday reporting.  The Prism data source can be used in reports, scorecards, and dashboards just like any other data source. OBJECTIVES Edit data source security and select a domain. Publish a Prism data source for use in Workday reports. Identify the options for reporting on Prism Analytics data in Workday. © 2020 ERP Cloud Training

  28. DATASET PUBLISHING When a dataset is published, the source data is transformed according to the defined transformation stages and calculated fields, and a Prism data source is created that is populated with the data. PRISM DATA SOURCE SECURITY Workday recommends that the security administrator determines who has access to the data in the Prism data source. Edit the data source security for the Prism dataset and specify one or more security domains. © 2020 ERP Cloud Training

  29. STEPS TO PUBLISH To publish a dataset, access the View Dataset report and perform the following steps: 1. Click the Publish button. 2. Click Submit. 3. Click View Publishing Details to view the details. 4. Click Go to Activities to view the Dataset Activities report. The Publishing tab displays the progress. 5. Click Refresh to refresh the progress bar. © 2020 ERP Cloud Training

  30. PRISM CALCULATED FIELDS VS. WORKDAY REPORT CALCULATIONS Best practice is to use Prism to create calculated fields where possible so that processing time occurs during dataset publishing rather than report runtime.  To calculate percentage  For non-aggregatable metrics  To provide more filtering options in the report  For lookup date format and rollup date fields © 2020 ERP Cloud Training

  31. DATA DISCOVERY Data Discovery tool allows to perform ad hoc analysis on Prism data sources and create visual analytics using discovery boards that can be exported for consumption as Workday reports. OBJECTIVES Identify the utility of Data Discovery. Outline the process flow of using Data Discovery with data from Prism Analytics. Use discovery boards to create a visualization from a Prism data source. © 2020 ERP Cloud Training

  32. SECURITY AND SHARING © 2020 ERP Cloud Training

  33. MAINTENANCE • Identify the requirements for deleting a Prism dataset. • Unpublish a dataset and delete published rows. • List strategies for managing Prism data. • Troubleshoot common issues. © 2020 ERP Cloud Training

  34. PRISM DATA MANAGEMENT © 2020 ERP Cloud Training

  35. ERP Cloud Training ERP Cloud Training provides in-depth functional skills in the field of cloud- based ERP training software. We are giving training for various modules of Workday like Workday HCM, Integration, Finance, Reporting, Payroll, and Studio Training and more. Our trainer has guided over 40,000 students who have been placed in reputed organizations. © 2020 ERP Cloud Training

  36. For more info +1 214-872-7517 workday@erpcloudtraining.com Workday Prism Analytics Training © 2020 ERP Cloud Training

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