Background

Workday Discovery Boards is a BI self-service and ad-hoc analytics tool that enables business users to do ad-hoc analysis, and visualize their data in real time without heavy report-writing.

Advanced Filter feature was born out of the need for robust filtering in Discovery Boards that often led users to export data from Workday or exchange tooling for further analysis.


Design Objective

// How might we enable Financial Analysts to create AND/OR filters and combine them to further restrict the data when running reports?
Timeline
2 months
Platform
Web Application
Team
  • 3 Designers
  • 2 Stakeholders
  • 2 Project Managers
  • 2 Design Directors
    • Responsibilities
    • UX/UI Design (Web)
    • Roadmapping & Frameworks
    • Cross-functional Collaboration
    • Information Architecture
    • Art Direction
    • Content Strategy
    • Wireframes & Prototyping
    • Custom Illustration
    • Generative AI
     
     

    Business Impact

    ↑ 25–35% increase in the ability to fully automate certain claims workflows, ↑ 15% improvement in data accuracy, and ↑ 20+ points improvement in user satisfaction scores.

     
     
     
     
     

    Discovery

     

    To expand on this, this was the original state of Discovery Boards, where filters only supported "AND" conditions (click). For example, users could filter by hire date in 2019 and California location, but not by hire date in 2019 or California. This was especially challenging for financial users with complex needs or use cases, often forcing them to export data or avoid the tool altogether. It also slowed performance when running the report due to large, unfiltered data sets.

     
     
     

    Business Value

    • Unlocks Complex Financial Use Cases

    • Reduced Data Exports and Workarounds

    • Improved Performance and Query Efficiency