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Build Workday Visualizations in Tableau Cloud
Use CData Connect Cloud to connect to live Workday data and build visualizations in Tableau Cloud.
Tableau Cloud is an analytics platform fully hosted in the cloud. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Workday data for visualizations, dashboards, and more. This article shows how to connect to Workday and build visualizations from Workday data in Tableau Cloud.
CData Connect Cloud provides a pure SQL Server, cloud-to-cloud interface for Workday, allowing you to easily build visualizations from live Workday data in Tableau Cloud without installing connectors or publishing worksheets and data sources from Tableau Desktop. As you build visualizations, Tableau Cloud generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc) directly to Workday, leveraging server-side processing to quickly return Workday data.
About Workday Data Integration
CData provides the easiest way to access and integrate live data from Workday. Customers use CData connectivity to:
- Access the tables and datasets you create in Prism Analytics Data Catalog, working with the native Workday data hub without compromising the fidelity of your Workday system.
- Access Workday Reports-as-a-Service to surface data from departmental datasets not available from Prism and datasets larger than Prism allows.
- Access base data objects with WQL, REST, or SOAP, getting more granular, detailed access but with the potential need for Workday admins or IT to help craft queries.
Users frequently integrate Workday with analytics tools such as Tableau, Power BI, and Excel, and leverage our tools to replicate Workday data to databases or data warehouses. Access is secured at the user level, based on the authenticated user's identity and role.
For more information on configuring Workday to work with CData, refer to our Knowledge Base articles: Comprehensive Workday Connectivity through Workday WQL and Reports-as-a-Service & Workday + CData: Connection & Integration Best Practices.
Getting Started
About Workday Data Integration
CData provides the easiest way to access and integrate live data from Workday. Customers use CData connectivity to:
- Access the tables and datasets you create in Prism Analytics Data Catalog, working with the native Workday data hub without compromising the fidelity of your Workday system.
- Access Workday Reports-as-a-Service to surface data from departmental datasets not available from Prism and datasets larger than Prism allows.
- Access base data objects with WQL, REST, or SOAP, getting more granular, detailed access but with the potential need for Workday admins or IT to help craft queries.
Users frequently integrate Workday with analytics tools such as Tableau, Power BI, and Excel, and leverage our tools to replicate Workday data to databases or data warehouses. Access is secured at the user level, based on the authenticated user's identity and role.
For more information on configuring Workday to work with CData, refer to our Knowledge Base articles: Comprehensive Workday Connectivity through Workday WQL and Reports-as-a-Service & Workday + CData: Connection & Integration Best Practices.
Getting Started
Configure Workday Connectivity for Tableau Cloud
Connectivity to Workday from Tableau Cloud is made possible through CData Connect Cloud. To work with Workday data from Tableau Cloud, we start by creating and configuring a Workday connection.
- Log into Connect Cloud, click Connections and click Add Connection
![]( "Adding a Connection")
- Select "Workday" from the Add Connection panel
![]( "Selecting a data source")
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Enter the necessary authentication properties to connect to Workday.
To connect to Workday, users need to find the Tenant and BaseURL and then select their API type.
Obtaining the BaseURL and Tenant
To obtain the BaseURL and Tenant properties, log into Workday and search for "View API Clients." On this screen, you'll find the Workday REST API Endpoint, a URL that includes both the BaseURL and Tenant.
The format of the REST API Endpoint is: https://domain.com/subdirectories/mycompany, where:
- https://domain.com/subdirectories/ is the BaseURL.
- mycompany (the portion of the url after the very last slash) is the Tenant.
Using ConnectionType to Select the API
The value you use for the ConnectionType property determines which Workday API you use. See our Community Article for more information on Workday connectivity options and best practices.
API ConnectionType Value WQL WQL Reports as a Service Reports REST REST SOAP SOAP
Authentication
Your method of authentication depends on which API you are using.
- WQL, Reports as a Service, REST: Use OAuth authentication.
- SOAP: Use Basic or OAuth authentication.
See the Help documentation for more information on configuring OAuth with Workday.
![]( "Configuring a connection (Salesforce is shown)")
- Click Create & Test
- Navigate to the Permissions tab in the Add Workday Connection page and update the User-based permissions.
![]( "Updating permissions")
Add a Personal Access Token
If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your PAT a name and click Create.
![]( "Creating a new PAT")
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
With the connection configured, you are ready to connect to Workday data from Tableau Cloud.
Visualize Live Workday Data in Tableau Cloud
The steps below outline creating a new data source in Tableau Cloud based on the virtual Workday database in Connect Cloud and building a simple visualization from the data.
- Log into Tableau Cloud, select a account, and create a new workbook.
- In the new workbook, choose the Microsoft SQL Server Connector from the data wizard and fill in the values for your Connect Cloud instance.
- Set Server to tds.cdata.com,14333
- Set Database to the Workday connection you created (e.g. Workday1)
- Set Username to your Connect Cloud username (e.g. user@mydomain.com)
- Set Password to a PAT for the above user
- Check the Require SSL checkbox
![]( "Connect to Connect Cloud from Tableau Cloud")
- Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINad tables as needed).
- Select Dimensions and Measures and configure your visualization.
Real-Time Access to Workday Data from Cloud Applications
At this point, you have a direct, cloud-to-cloud connection to live Workday data from your Tableau Cloud workbook. You can create new visualizations, build dashboards, and more, with no need to publish data sources and workbooks from Tableau Desktop. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Tableau Cloud, refer to our Connect Cloud page.
