How to Build Custom Reports with Workday Prism: A Step-by-Step Tutorial

How to Build Custom Reports with Workday Prism: A Step-by-Step Tutorial

Written by Deepak Bhagat, In How To, Published On
August 24, 2023
, 195 Views

Are you ready to harness the full potential of your workforce data through custom reports? Workday Prism Analytics Training is your gateway to unlocking actionable insights that can steer your organization’s decision-making in the right direction. In this comprehensive tutorial, we’ll guide you through the process of building custom reports using Workday Prism, empowering you to extract valuable information tailored to your unique business needs.

Steps to build Custom reports using Workday Prism

Step 1: Navigating the Workday Prism Dashboard

To embark on your journey of creating custom reports, start by logging into your Workday Prism Analytics account. Once inside the dashboard, you’ll be greeted by an array of data visualization options. From charts and graphs to tables and metrics, Workday Prism offers a versatile toolkit to help you build insightful reports.

Step 2: Selecting Your Data Sources

Before you dive into report creation, identify the data sources you wish to analyse. Workday Prism seamlessly integrates with your HR and financial systems, making it easy to access real-time data. Click on the “Data Sources” tab and select the relevant datasets to include in your custom report. This step lays the foundation for the insights you’ll uncover.

Step 3: Drag-and-Drop Interface for Data Modelling

The beauty of Workday Prism lies in its user-friendly interface. Using a simple drag-and-drop approach, you can model your data to fit your reporting needs. Arrange data fields, apply filters, and customize parameters to zero in on the exact information you require. This intuitive process ensures that your custom reports are tailored precisely to your business objectives.

Step 4: Crafting Visualizations

Now comes the exciting part – transforming your data into visual representations that convey meaning at a glance. Whether you opt for bar charts, pie graphs, or line plots, Workday Prism offers an extensive selection of visualization styles. Choose the one that best suits your data and enhances its clarity. Don’t forget to label your axes, add titles, and include legends for a polished finish.

Step 5: Adding Calculations and Metrics

Elevate your custom reports with calculated fields and metrics that offer deeper insights. With Workday Prism, you can create formulas that perform calculations on your data, such as calculating growth percentages, averages, or ratios. These calculations can provide a new layer of understanding, enriching your reports with actionable intelligence.

Step 6: Report Formatting and Styling

A well-designed report not only conveys information effectively but also leaves a lasting impression. Workday Prism lets you format your reports with various styles, fonts, and color schemes. By applying consistent branding, you ensure that your reports align with your organization’s visual identity, enhancing professionalism and readability.

Step 7: Interactive Elements and Drill-Down Functionality

Take your custom reports to the next level by adding interactive elements. With Workday Prism, you can enable users to explore data on their own terms. Incorporate drill-down functionality that allows viewers to dive deeper into specific data points. This empowers users to make informed decisions by interacting directly with the data.

Step 8: Sharing and Collaboration

Your custom reports are a goldmine of insights that deserve to be shared across your organization. Workday Prism enables easy collaboration by allowing you to share reports with specific teams or individuals. Choose between view-only or editing permissions to maintain data integrity while fostering collaboration and knowledge sharing.

Step 9: Schedule and Automate Reports

Why manually generate reports when Workday Prism can do it for you? Leverage the scheduling and automation features to ensure that your custom reports are generated and distributed at regular intervals. This not only saves time but also keeps stakeholders informed with up-to-date insights.

Step 10: Workday Prism Analytics Training: Continuous Learning

As you dive into the world of custom report creation with Workday Prism, remember that learning is an ongoing process. Enroll in Workday Prism Analytics Training to deepen your understanding of advanced features, data modeling techniques, and best practices. This Workday training equips you with the skills to derive maximum value from your data analytics endeavors.

Conclusion

Workday Prism Analytics Training empowers you to build custom reports that align with your organization’s unique goals and challenges. By following this step-by-step tutorial, you’re well on your way to harnessing the power of data-driven decision-making. Create, analyze, and share custom reports that drive your business forward – all with the intuitive and robust capabilities of Workday Prism.

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