Learn how to maximize the reporting and analytics capability in Workday for finance and HR teams. This slide deck dives into the functionality of Workday Prism Analytics and Workday People Analytics.

1. Product Deep Dive: Navigating the Workday
Analytics and Reporting Ecosystem
September 2020

2. Will Rodger
Senior Solution Marketing
Manager
Manogna Bhargav
Principal Product Manager
Don Stacy
Master Principal Enterprise
Architect

3. Housekeeping Items
Help Slides Media Player Q&A Resource List Speakers Survey

4. Agenda
01 Analytics and Reporting with Workday
02 Discovery Boards for All!
03 Lightning Round FAQ
04 Product Deep Dive: Navigating the Workday
Analytics and Reporting Ecosystem
05 Q&A

5. This presentation may contain forward-looking statements for which there are risks, uncertainties, and
assumptions. If the risks materialize or assumptions prove incorrect, Workday’s business results and directions
could differ materially from results implied by the forward-looking statements. Forward-looking statements include
any statements regarding strategies or plans for future operations; any statements concerning new features,
enhancements or upgrades to our existing applications or plans for future applications; and any statements of
belief. Further information on risks that could affect Workday’s results is included in our filings with the Securities
and Exchange Commission which are available on the Workday investor relations
webpage: www.workday.com/company/investor_relations.php
Workday assumes no obligation for and does not intend to update any forward-looking statements. Any
unreleased services, features, functionality or enhancements referenced in any Workday document, roadmap,
blog, our website, press release or public statement that are not currently available are subject to change at
Workday’s discretion and may not be delivered as planned or at all.
Customers who purchase Workday, Inc. services should make their purchase decisions upon services, features,
and functions that are currently available.
Safe Harbor Statement

6. Navigating the New Normal

7. Return
to the
Workplace
Continuous
Scenario
Planning
Valuing
Inclusion,
Belonging &
Equity (VIBE)
Cash
Preservation
and Monitoring
Costs
Capital
Investment
Strategy
Understanding
Employee
Experience
Assessing
Skills
Strategy
Procurement
Disruptions
and Vendor
Risk
Top of Mind in our Customers’ New Normal

8. Credible Partnerships Built on Data

9. The Analytics Journey
BETTER
DECISIONS
DELIVERED
CONTENT
EXTERNAL
DATA
WORKDAY
DATA
FOUNDATION
SELF-SERVICE
AUGMENTED
ANALYTICS

10. Line of Business,
HR BP and Finance Partner
HR Analyst, Accounting,
FP&A and Data Science
IT Executive
REPORTS and WORKSHEETS
DATA PREP, GOVERNANCE and WQL
DATA DISCOVERY, DASHBOARDS, SLIDES and ANALYTICS APPLICATIONS
DATA INTEGRATION
Analytics Creators and Consumers

11. Navigating the Workday Ecosystem
Data Integration
Data Management
Data Preparation
Governance
Workday Adaptive
Planning
Web Reporting
OfficeConnect
Report Writer
Dashboards
Worksheets & Slides
Discovery Boards
Workday Prism
Analytics
Workday Core
Applications
Workday People
Analytics
Augmented Analytics

12. OFFICECONNECT
FOR MICROSOFT
OFFICE
WORKSHEETS
AND SLIDES
Workday
Data-as-a-Service
Workday Core
Transactional Data
Workday Prism
Operational Data
Workday Adaptive
Planning Data
WORKDAY
QUERY
LANGUAGE
Unified Analytics & Reporting Architecture
DISCOVERY BOARDS CANVAS
Analytic Applications
Operational,
Ad Hoc Reporting
Management,
Financial Reporting
ANALYTICS ENGINE AND DATA ACCESS LAYER
STORYTELLER ENGINE
Pattern Detection | Graph Processing | ML | NLG
Accounting Center
Accounting Engine | Error Handling | Auditability

13. Discovery Boards for All!

14. Provide a modern, intuitive
authoring experience for
published reports
Enable ad hoc analysis on
Workday core transactional data
sources
Discovery Boards

15. Improved User Experience
Efficient
Simpler process with fewer clicks
Powerful
3x faster to create reports
Intuitive
Minimal training or experience needed

16. Curated Data From Across Workday
Workforce
Management
& Payroll
Talent
Optimization
Financial
Management
Spend
Management
Student
Cross-Application Data Sources

17. Dual-Axis & Combination Charts
Provides a secondary axis
to plot two metrics at
different axis scales
Supports two different mark
types in the same chart

18. Scatterplot & Heatmap Charts
Enables comparisons
across 2-3 dimensions
Uses color to represent a
measure for two
dimensions
Sep
11
Prod
Aug
28
Preview

19. Copy Discovery Board
Increases adoption by
providing templates that
users can copy
Allows users to do their
own ad hoc analysis that is
specific to them
Sep
11
Prod
Aug
28
Preview

20. Admin-Curated Fields List
Curate a list of field of fields
from a Workday delivered
data source
Improve governance and
enforce standard data
definitions
Sep
11
Prod
Aug
28
Preview

21. Viz-Level Security
Ensures viewers and
editors only see data they
have permission to view
Eliminates duplicative work
of creating versions for
users with different access
Sep
11
Prod
Aug
7
Preview

22. Detail Data & Drill
Access details for a
particular data point
Customize dimensional
categories and Detail Fields
at the
Business Object level
Dec
21
Prod
Nov
30
Preview

23. Additional Calculated Field Support
Exposed Controls : Sheet-Level
Waterfall Chart
Pictogram Chart
KPI Visualization
Enhancements to Field Display
Management
Multi-Instance field support
Fields with Built-In Prompts
Drill Down Panel Enhancements
Workday-delivered Discovery Board**
Discovery Board Catalog**
What’s Next : Discovery Boards
Additional Workday-delivered Data
Sources
Additional Calculated Fields
Dual Axis & Combo Chart
Field Display Management
Viz-level Security
Copy Discovery Board
Drill-Down, BO-Level Detail Data*
Scatterplot & Heatmap
Drill Down, Viz-level Detail Data
Discovery Boards - Slides Integration
Discovery Boards - Global Search
Discovery Boards - PEX, Hubs
Integration
Customized Color Palettes
Advanced Charting Capabilities
Translations
Workday-delivered Discovery Boards
Support for additional Filter operators,
Summarization types
Logical Sorting
Additional Exposed Controls
2020
R2
2021
R1
Future
* 2020R2+
** 2021R1+

24. • Community Page
• Prepare for Discovery Boards Webinar
• 2020R2 What’s New Post | Roadmap
• Starter Use Cases
Workforce Analysis | Revenue Analysis
• Rising Sessions
Workforce Analytics | Financial Analytics
• Customer Enablement Offerings
• Customer Support | Admin Guide
Additional Resources

25. Lightning Round FAQ

26. Which tools are included with my core subscription,
and which are add-ons?
Thoughtful Leader

27. I already have reports that cover <insert topic>, why
should I invest in Workday Prism Analytics or
Workday People Analytics?
Seasoned Report Writer

28. Should I continue to invest in Report Writer, given
Discovery Boards are now available to everyone?
Concerned Analyst

29. How should I set up security for Discovery Boards?
Who should have access?
Forward-Thinking Innovator

30. What does a typical Workday analytics and reporting
team look like?
Visionary Builder

31. How long will it take to deploy Workday Prism
Analytics and/or Workday People Analytics?
Change Agent

32. DEMO
Navigating the Workday
Analytics and Reporting Ecosystem

33. • With Workday, it is always
about the data
• Different personas, partnering
and working together
• Learn from each other;
contribute to the community
Takeaways
Workday Confidential
Workday HCM
Workday Financial
Management
Workday Prism
Analytics

34. Thank you for joining us!
Join us in these upcoming sessions:
September 15, 2020
Tuesday 10 AM PT
Plans for Success: Emerging
Stronger in Uncertain Times
September 17, 2020
Thursday 11 AM PT
Belonging & Diversity: Mapping
Where You are Today and
Where You Want to Go
September 22, 2020
Tuesday 10 AM PT
Transform Legacy Data into
Accounting Entries: CNA’s
Journey to Workday Accounting
Center
September 24, 2020
Thursday 10 AM PT
Getting Creative with the
Workday Request Framework to
Solve Your Unique Business
Challenges
September 29, 2020
Thursday 10 AM PT
Supporting the Health and
Wellbeing of Your Workers in a
Post-Pandemic World

35. Q&A

36. Thank You