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Extract, Transform, and Load Workday Data in Informatica PowerCenter
Create a simple Workflow for Workday data in Informatica PowerCenter.
Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData ODBC Driver for Workday, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to create a simple Workflow in Informatica PowerCenter to extract Workday data and load it into a flat file.
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
Add Workday as an ODBC Data Source
If you have not already, install the driver on the PowerCenter server and client machines. On both machines, specify the connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.
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.
Create an ETL Workflow in PowerCenter
Follow the steps below to create a workflow in PowerCenter to pull Workday data and push it into a flat file.
Create a Source Using the ODBC Driver
- In the powrmart.ini file found in %INFA_HOME%\clients\PowerCenterClient\client\bin, add the following line to the ODBCDLL section:
CData=PMODBC.DLL
- In PowerCenter Workflow Manager, add a new ODBC relational connection, set the user name and password properties to the user for the machine on which the ODBC Driver is installed, and set the connect string to the System DSN for the driver (CData Workday Sys).
![]( "Create a Relational Connection to the DSN (QuickBooks Online is shown.)")
- In PowerCenter Designer, connect to your repository and open your folder.
- Select the Source Analyzer, click the sources menu, and select Import from Database...
![]( "Import from Database")
- In the drop-down menu for ODBC data source, select the DSN you previously configured (CData Workday Sys).
- Click connect and select the tables and views to include.
- Click OK.
![]( "Select DSN and Tables/Views to Import (QuickBooks Online is shown.)")
Create a Flat File Target Based on the Source
- Select the Targets Analyzer and drag and drop the previously created source onto the workspace. Using the existing source copies the columns into the target.
- Right-click the new target, click edit, and change the database type to flat file.
![]( "Create a Flat File target for the Workflow.")
Create a Mapping to Between Workday Data and a Flat File
- Click on the Mapping Designer.
- Drag the source and target to the workspace (name the new mapping, if prompted).
![]( "Create a new Mapping.")
- Right-click on the workspace and select Autolink by Name.
- Drag the columns from the source qualifier to the target definition.
![]( "Link columns from source to target.")
- Save the folder (Ctrl + S).
Create Workflow Based on the Mapping
With the source, target, and mapping created and saved, you are now ready to create the workflow.
- Right-click the mapping and select generate workflow to open the Workflow Generation wizard.
- Create a workflow with a non-reusable session.
- Ensure that you have properly configured the connection object (to the relational connection we created earlier) and set the prefixes.
- Configure the Connection as needed.
- Review the Workflow and click Finish.
With a workflow created, you can open the PowerCenter Workflow Manager to access and start the workflow, quickly transferring Workday data into a flat file. With the ODBC Driver for Workday, you can configure sources and targets in PowerCenter to integrate Workday data into any of the elegant and powerful features in Informatica PowerCenter.
Ready to get started?
Download a free trial of the Workday ODBC Driver to get started:
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Workday ODBC Driver
The Workday ODBC Driver is a powerful tool that allows you to connect with live data from Workday, directly from any applications that support ODBC connectivity.
Access Workday data like you would a database - read, write, and update Workday Cash Management, Compensation, Financial Management, Payroll, etc. through a standard ODBC Driver interface.
