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Analyze Workday Data in Infragistics Reveal
Use the CData API Server to create an OData API on top of Workday data and visualize live Workday data in Ingragistics Reveal.
Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server and Workday ADO.NET Provider to build dynamic dashboards from live Workday data. The CData API Server generates an OData API for Workday, which is natively consumable in Reveal. In this article, we walk through connecting to Workday in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.
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
Connect to Workday from API Server
CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
- Open API Server and click Settings -> Connection -> Add Connection
- Select "Workday"
- 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.
Add Workday Resource Definitions in API Server
After connecting to Workday, create Resources, which represent API endpoints for Workday data.
- Click Settings -> Resources -> Add Resource
- Select the Workday connection
- Select the table you wish to retrieve and click Next
- (Optional) Edit the resource to select specific fields and more
- Save the settings
Add an API Server User
Create a User to connect to Workday from Reveal through API Server.
- Click Settings -> Users
- Click Add
- Configure a User with access to the Workday Connection and Resource(s)
(Optional) Configure Cross-Origin Resource Sharing (CORS)
When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.
- Enable cross-origin resource sharing (CORS): ON
- Allow all domains without '*': ON
- Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
- Access-Control-Allow-Headers: Authorization
Save the changes to the settings.
Create a Dashboard in Reveal
With the API Server configured, we can visualize Workday data in Reveal.
- Log into Reveal and click Dashboards -> New
- Click Data Source -> OData Feed
- Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc
- Select Generic Credentials and specify the API Server username and authentication token
- Select the entity you wish to visualize
- Select fields and choose a chart type
More Information & Free Trial
At this point, you have created a simple dashboard from live Workday data. For more information on creating OData feeds from Workday (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Workday data in tools that consume OData APIs.
