Analyze Workday Data in Infragistics Reveal

Reveal, an offering from Infragistics, serves as a data visualization tool that seamlessly integrates with CData Connect AI. Together, they empower users to deliver dynamic dashboards using real-time data from a diverse range of data sources, including Workday data. In this article, we will guide you through the process of connecting to Workday via Connect AI and subsequently linking Connect AI with Infragistics Reveal to construct a straightforward dashboard.

Getting Started

---

Connect to Workday from Infragistics Reveal

To work with live Workday data in Infragistics Reveal, we need to connect to Workday from Connect AI, provide user access to the connection, and create a Workspace for the Workday data.

Connect to Workday from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Workday" from the Add Connection panel
👁 Selecting a data source

3. 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.
   For example, in the REST API endpoint https://wd3-impl-services1.workday.com/ccx/api/v1/mycompany, the BaseURL is https://wd3-impl-services1.workday.com and the Tenant is mycompany.

   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)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Workday Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure Workday Endpoints for Infragistics Reveal

After connecting to Workday, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). 👁 The Workspaces page.
   👁 Adding a new Workspace.
   
2. Click Add to add new assets to the Workspace.
3. Select the Workday connection (e.g. Workday1) and click Next. 👁 Selecting an Asset (Salesforce is shown).
   
4. Select the table(s) you wish to work with and click Confirm. 👁 Selecting Tables (Salesforce is shown).
   
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to Workday data from Infragistics Reveal.

Create a Dashboard in Reveal

With Connect AI configured, we can visualize Workday data in Reveal.

1. Log into Reveal and click Dashboards -> New 👁 Adding a new dashboard
   
2. Click Data Sources -> OData Feed 👁 Adding a new OData data source
   
3. Specify the Connect AI OData API endpoint URL (found on the OData page): https://cloud.cdata.com/api/odata/{workspace_name} 👁 Configuring the OData URL
   
4. Select Generic Credentials and
   • Set Username to a Connect AI username (e.g. [email protected])
   • Set Password to the PAT for the user
   👁 Configuring the credentials
   
5. Select the entity you wish to visualize 👁 Selecting an entity to visualize (Salesforce is shown.)
   
6. Select fields and choose a chart type 👁 Visualizing data in Reveal (Salesforce is shown.)
   

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 100 other sources), visit the Connect AI page. Sign up for a free trial and start working live Workday data in tools that consume OData APIs.