Process & Analyze Workday Data in Databricks (AWS)

Databricks is a cloud-based service that provides data processing capabilities through Apache Spark. When paired with the CData JDBC Driver, customers can use Databricks to perform data engineering and data science on live Workday data. This article explains how to host the CData JDBC Driver in AWS, as well as connect to and process live Workday data in Databricks.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Workday data. When you issue complex SQL queries to Workday, the driver pushes supported SQL operations, like filters and aggregations, directly to Workday and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Workday data using native data types.

Getting Started

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Install the CData JDBC Driver in Databricks

To work with live Workday data in Databricks, install the driver on your Databricks cluster.

1. Navigate to your Databricks administration screen and select the target cluster.
2. On the Libraries tab, click "Install New."
3. Select "Upload" as the Library Source and "Jar" as the Library Type.
4. Upload the JDBC JAR file (cdata.jdbc.workday.jar) from the installation location (typically C:\Program Files\CData[product_name]\lib).

👁 Loading the JDBC JAR File into AWS

Access Workday Data in your Notebook: Python

With the JAR file installed, we are ready to work with live Workday data in Databricks. Start by creating a new notebook in your workspace. Name the notebook, select Python as the language (though Scala is available as well), and choose the cluster where you installed the JDBC driver. When the notebook launches, we can configure the connection, query Workday, and create a basic report.

Configure the Connection to Workday

Connect to Workday by referencing the JDBC Driver class and constructing a connection string to use in the JDBC URL. Additionally, you will need to set the property in the JDBC URL (unless you are using a Beta driver). You can view the licensing file included in the installation for information on how to set this property.

Step 1: Connection Information

driver = "cdata.jdbc.workday.WorkdayDriver"
url = "jdbc:workday:RTK=5246...;User=myuser;Password=mypassword;Tenant=mycompany_gm1;BaseURL=https://wd3-impl-services1.workday.com;ConnectionType=WQL;InitiateOAuth=GETANDREFRESH;"

Built-in Connection String Designer

For assistance in constructing the JDBC URL, use the connection string designer built into the Workday JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

java -jar cdata.jdbc.workday.jar

Fill in the connection properties and copy the connection string to the clipboard.

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.

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.

👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)

Load Workday Data

Once you configure the connection, you can load Workday data as a dataframe using the CData JDBC Driver and the connection information.

Step 2: Reading the data

remote_table = spark.read.format ( "jdbc" ) \
	.option ( "driver" , driver) \
	.option ( "url" , url) \
	.option ( "dbtable" , "Workers") \
	.load ()

Display Workday Data

Check the loaded Workday data by calling the display function.

Step 3: Checking the result

display (remote_table.select ("Worker_Reference_WID"))

👁 Displaying Workday Data

Analyze Workday Data in Databricks

If you want to process data with Databricks SparkSQL, register the loaded data as a Temp View.

Step 4: Create a view or table

remote_table.createOrReplaceTempView ( "SAMPLE_VIEW" )

With the Temp View created, you can use SparkSQL to retrieve the Workday data for reporting, visualization, and analysis.

% sql

SELECT Worker_Reference_WID, Legal_Name_Last_Name FROM SAMPLE_VIEW ORDER BY Legal_Name_Last_Name DESC LIMIT 5

👁 Displaying Workday Data

The data from Workday is only available in the target notebook. If you want to use it with other users, save it as a table.

remote_table.write.format ( "parquet" ) .saveAsTable ( "SAMPLE_TABLE" )

Download a free, 30-day trial of the CData JDBC Driver for Workday and start working with your live Workday data in Databricks. Reach out to our Support Team if you have any questions.