Create Reports with Workday Data in SAP Crystal Reports

Crystal Reports has many options for offloading data processing to remote data; this enables real-time reporting. The CData ODBC Driver for Workday brings this capability to Crystal Reports. This article shows how to create a report on Workday data that refreshes when you run the report.

Getting Started

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Refer to the given table for the tools and versions used for this article:

Connect to Workday Data

If you have not already, specify 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.

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.

👁 Create the ODBC DSN connection.

When configuring the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Design a Report in SAP Crystal Reports

Follow the procedure below to use the SAP Crystal Reports tool to create the Workday connection and Design a Report.

1. File -> New -> Standard Report. 👁 Create a standard report.
   
2. Expand the ODBC (RDO) node under Create New Connection and double-click on "Make a New Connection". Select CData Workday Sys or any other source to prepare the report. Click on NEXT and FINISH. 👁 Data Source Selection
   
3. Configure the data source by selecting the tables needed in the report and clicking NEXT. 👁 Add the table.
   
4. You can also link tables from the Workday data in SAP Crystal Reports. Click on NEXT after adding the links between tables. 👁 Add multiple tables.
   👁 Link the tables.
   
5. After the tables are selected, select the fields you want displayed in the report from the selected table, followed by NEXT. 👁 Add the fields to display.
   
6. Select the "Group By" field to group the information on the report. 👁 Add the Group By field.
   
7. Sort the groups based on summarised totals and click on NEXT. 👁 Group Sorting
   

Create a Chart

After selecting a column to group by, the Standard Report Creation Wizard presents the option to create a chart. Follow the steps below to create a chart aggregating the Worker_Reference_WID column's values.

1. In the Standard Report Creation Wizard, select the Bar Chart option and select the column you grouped by in the "On change of" menu.
2. In the Show Summary menu, select the summary you created.
3. Select filters and a template, as needed, to finish the wizard. 👁 Select a chart type.
   

Select a template for the report to preview the finished report and view the chart populated with your data.

👁 Select a template type.

The Final Report

You can now see that the report contains all the fields specified.

👁 The final report.

Working with Remote Data

To ensure that you see updates to data, click File and clear the "Save Data with Report" option. As you interact with the report, for example, drilling down to hidden details, Crystal Reports executes SQL queries to retrieve the data needed to display the report. To reload data you have already retrieved, refresh or rerun the report.

You can offload processing onto the driver by hiding details elements and enabling server-side grouping. To do this, you need to select a column to group by in the report creation wizard.

1. Click File -> Report Options and select the "Perform Grouping On Server" option. 👁 Perform Grouping On Server option.
   
2. Click Report -> Section Expert and select the Details section of your report. Select the "Hide (Drill-Down OK)" option. 👁 Hide (Drill-Down OK) option.
   

When you preview your report with the hidden details, Crystal Reports executes a GROUP BY query. When you double-click a column in the chart to drill down to details, Crystal Reports executes a SELECT WHERE query that decreases load times by retrieving only the data needed.

At this point, you have created a SAP Crystal report built on top of live Workday data using SAP Crystal Reports and CData ODBC driver. Learn more about the CData ODBC Driver for Workday and download a free trial from the CData ODBC Driver for Workday page. Let our Support Team know if you have any questions.