A Step-by-Step Method on How to Build Custom Dashboards with Workday Prism
In today’s data-driven business landscape, the ability to extract meaningful insights from your organization’s data is crucial. Workday Prism, a powerful data analytics and visualization tool, empowers HR and finance professionals to harness the full potential of their data. Custom dashboards are at the heart of this capability, allowing you to create tailored visualizations that provide actionable insights. In this comprehensive guide, we will take you through a step-by-step method on how to build custom dashboards with Workday Prism.
Understanding Workday Prism
Before we dive into the steps, let’s briefly understand what Workday Prism is and why it’s essential for organizations. Workday Prism is an extension of the Workday platform, designed to make data integration, analytics, and reporting more accessible. It enables you to combine data from various sources, transform it into valuable insights, and share those insights with stakeholders.
Step 1: Accessing Workday Prism
To get started with building custom dashboards, you’ll first need access to Workday Prism. If your organization is already using Workday, you can check with your administrator to ensure that Workday Prism Analytics Training is part of your subscription. If not, consider reaching out to Workday’s customer support or your account representative to inquire about adding it to your plan.
Step 2: Gathering Data Sources
The power of Workday Prism lies in its ability to consolidate data from multiple sources. To create a custom dashboard, you need to identify the data sources you want to include. These sources may include HR data, finance data, external data feeds, and more. Ensure that you have the necessary permissions to access and integrate data from these sources.
Step 3: Data Integration
Once you’ve identified your data sources, it’s time to integrate them into Workday Prism. Workday Prism provides connectors and tools for data integration. You can set up data pipelines to automate the process of fetching and updating data from various sources. This ensures that your custom dashboard always reflects the most up-to-date information.
Step 4: Define Key Metrics and KPIs
Before designing your custom dashboard, it’s essential to define the key metrics and key performance indicators (KPIs) that you want to track. Consider what insights are most valuable to your organization. Are you interested in employee turnover rates, revenue trends, or workforce demographics? Workday Prism allows you to define these metrics and KPIs based on your specific requirements.
Step 5: Designing the Dashboard
Now comes the exciting part — designing your custom dashboard. Workday Prism provides a user-friendly interface for creating dashboards. You can drag and drop visual elements, charts, graphs, and tables onto the canvas. Customize the layout to display your selected metrics and KPIs in a visually appealing and meaningful way.
Step 6: Adding Filters and Interactivity
To enhance the usability of your custom dashboard, consider adding filters and interactivity. Filters allow users to drill down into the data and view specific subsets of information. Workday Prism Analytics Training provides tutorials and resources on how to implement filters effectively.
Step 7: Testing and Validation
Before sharing your custom dashboard with colleagues or stakeholders, it’s crucial to thoroughly test and validate it. Ensure that the data is accurate, the visualizations are clear, and any interactive features function as intended. This step helps prevent errors and ensures that your dashboard delivers valuable insights.
Step 8: Sharing and Collaboration
Workday Prism makes it easy to share your custom dashboard with others in your organization. You can control access permissions to ensure that only authorized users can view or edit the dashboard. Collaboration features allow team members to work together on dashboard projects, fostering a data-driven culture within your organization.
Step 9: Ongoing Maintenance and Optimization
Building a custom dashboard is not a one-time task; it’s an ongoing process. Data sources may change, new metrics may become relevant, and user feedback should drive continuous improvement. Regularly review and update your dashboard to keep it aligned with your organization’s evolving needs.
Step 10: Workday Prism Analytics Training
To truly master the art of building custom dashboards with Workday Prism, consider investing in Workday Prism Analytics Training. This training program offers in-depth insights, best practices, and hands-on exercises to help you become a proficient user of the platform. Workday Prism Analytics Training will equip you with the skills needed to unlock the full potential of your custom dashboards.
Conclusion
Workday Prism is a valuable tool that empowers HR and finance professionals to transform data into actionable insights. Building custom dashboards with Workday Prism is a step-by-step process that begins with data integration and ends with meaningful visualizations. By following these steps and considering Workday Prism Analytics Training, you can harness the full power of Workday Prism to make data-driven decisions that drive your organization’s success. Start your journey toward becoming a data analytics expert today!
