Connect to and Query Workday Data in QlikView over ODBC

The CData ODBC drivers expand your ability to work with data from hundreds of data sources. QlikView is a business discovery platform that provides self-service BI for all business users in an organization. This article outlines simple steps to connect to Workday data using the CData ODBC driver and create data visualizations in QlikView.

The CData ODBC drivers offer unmatched performance for interacting with live Workday data in QlikView due to optimized data processing built into the driver. When you issue complex SQL queries from QlikView 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 (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Workday data using native QlikView data types.

Getting Started

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Connect to Workday as an ODBC Data Source

If you have not already, first 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.

When you configure 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.

Populate a Chart with Workday Data

The steps below supply the results of an SQL query to a visualization in QlikView. In this article, you will create a bar chart with the query below:

SELECT Worker_Reference_WID, Legal_Name_Last_Name FROM Workers WHERE Legal_Name_Last_Name = 'Morgan'

1. Click File -> Edit Script (or click the Edit Script button in the Toolbar).
2. On the Data tab, select ODBC in the Database menu and click Connect. 👁 Connecting to an ODBC data source.
   
3. Select the DSN (CData Workday Sys) in the resulting dialog. 👁 Selecting a DSN (Salesforce is shown).
   A command like the following is generated:

   ODBC CONNECT TO [CData Workday Sys];
   

4. Enter the SQL query directly into the script with the SQL command (or click Select to build the query in the SELECT statement wizard).

   SQL SELECT Worker_Reference_WID, Legal_Name_Last_Name FROM Workers WHERE Legal_Name_Last_Name = 'Morgan';
   

   Where possible, the SQL operations in the query, like filters and aggregations, will be pushed down to Workday, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed client-side by the CData SQL engine embedded in the driver.

   👁 A script that connects and executes an SQL query. (Salesforce is shown.)
   
5. Close the script editor and reload the document to execute the script.
6. Click Tools -> Quick Chart Wizard. In the wizard, select the chart type. This example uses a bar chart. When building the chart, you have access to the fields from Workday, typed appropriately for QlikView, thanks to built-in dynamic metadata querying.
7. When defining Dimensions, select Worker_Reference_WID in the First Dimension menu.
8. When defining Expressions, click the summary function you want and select Legal_Name_Last_Name in the menu.

9. Finish the wizard to generate the chart. The CData ODBC Driver for Workday connects to live Workday data, so the chart can be refreshed to see real-time changes. Live connections are possible and effective, thanks to the high-performance data processing native to CData ODBC Drivers.

   👁 A chart populated with the results of a query. (Salesforce is shown.)