Comprehensive and Detailed Explanation From Exact Extract:
In Workday Prism Analytics, a matrix report in Workday is designed to display summarized data in a grid format, with built-in capabilities to calculate aggregations like minimum, maximum, total, average, and median. According to the official Workday Prism Analytics study path documents, to produce a Prism data source for a matrix report that needs to display the minimum, maximum, total, average, and median purchase order amount by location and month, you should publish your detail data and build the summarizations in the matrix report (option A).
Publishing the detail data (i.e., the raw purchase order data with fields like location, month, and amount) as a Prism data source allows the matrix report to access the granular data. The matrix report can then apply the required aggregations (MIN, MAX, SUM, AVG, MEDIAN) directly, grouping by location and month as specified in the report configuration. This approach leverages Workday’s reporting capabilities, reducing the need for additional transformations in Prism and ensuring flexibility for future reporting needs.
The other options are less efficient:
B. Add a Group By stage to your derived dataset: A Group By stage in the derived dataset can compute some aggregations (e.g., SUM, AVG), but Prism does not natively support calculating the median in a Group By stage, and it would require multiple stages or calculated fields to compute all metrics, making it less practical than using the matrix report.
C. Publish your detail data and build the summarizations in the advanced report: While an advanced report can perform some summarizations, it is not as well-suited as a matrix report for displaying multiple aggregations (like median) in a grid format by location and month.
D. Add two Group By stages to your derived dataset: Using two Group By stages is unnecessary and still does not address the limitation of calculating the median in Prism, making this approach overly complex.
Publishing the detail data and letting the matrix report handle the summarizations is the most efficient and effective way to meet the requirements.
[References:, Workday Prism Analytics Study Path Documents, Section: Publishing and Visualizing Data, Topic: Preparing Data for Matrix Reports, Workday Prism Analytics Training Guide, Module: Integrating Prism with Workday Reports, Subtopic: Leveraging Matrix Reports for Aggregations, ]
