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Product Deep Dive: Navigating the Workday
Analytics and Reporting Ecosystem
September 2020
Will Rodger
Senior Solution Marketing
Manager
Manogna Bhargav
Principal Product Manager
Don Stacy
Master Principal Enterprise
Architect
Housekeeping Items
Help Slides Media Player Q&A Resource List Speakers Survey
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
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
Navigating the New Normal
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
Credible Partnerships Built on Data
The Analytics Journey
BETTER
DECISIONS
DELIVERED
CONTENT
EXTERNAL
DATA
WORKDAY
DATA
FOUNDATION
SELF-SERVICE
AUGMENTED
ANALYTICS
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
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
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
Discovery Boards for All!
Provide a modern, intuitive
authoring experience for
published reports
Enable ad hoc analysis on
Workday core transactional data
sources
Discovery Boards
Improved User Experience
Efficient
Simpler process with fewer clicks
Powerful
3x faster to create reports
Intuitive
Minimal training or experience needed
Curated Data From Across Workday
Workforce
Management
& Payroll
Talent
Optimization
Financial
Management
Spend
Management
Student
Cross-Application Data Sources
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
Scatterplot & Heatmap Charts
Enables comparisons
across 2-3 dimensions
Uses color to represent a
measure for two
dimensions
Sep
11
Prod
Aug
28
Preview
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
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
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
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
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+
• 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
Lightning Round FAQ
Which tools are included with my core subscription,
and which are add-ons?
Thoughtful Leader
I already have reports that cover <insert topic>, why
should I invest in Workday Prism Analytics or
Workday People Analytics?
Seasoned Report Writer
Should I continue to invest in Report Writer, given
Discovery Boards are now available to everyone?
Concerned Analyst
How should I set up security for Discovery Boards?
Who should have access?
Forward-Thinking Innovator
What does a typical Workday analytics and reporting
team look like?
Visionary Builder
How long will it take to deploy Workday Prism
Analytics and/or Workday People Analytics?
Change Agent
DEMO
Navigating the Workday
Analytics and Reporting Ecosystem
• 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
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
Q&A
Thank You
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Navigating the Workday Analytics and Reporting Ecosystem

  • 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
  • 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
  • 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
  • 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
  • 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