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URL: https://www.cdata.com/kb/tech/workday-spreadsheets-google-sheets.rst

⇱ Access Live Workday Data in Google Sheets through Connect Spreadsheets

Access Live Workday Data in Google Sheets through Connect Spreadsheets

👁 Cameron Leblanc
Cameron Leblanc
Senior Technology Evangelist
Use Connect Spreadsheets by CData to gain access to live Workday data from your Google Sheets.

Looking for Connect AI instructions?

Your Connect AI account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!


Google Sheets is a web-based spreadsheet program provided by Google. When integrated with Connect Spreadsheets by CData, you can effortlessly gain access to Workday data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Workday within Connect Spreadsheets and accessing live Workday data seamlessly within Google Sheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

This setup requires a Connect Spreadsheets account and the Connect Spreadsheets Add-On for Google Sheets. To get started, sign up a free Connect Spreadsheets account and install the free Connect Spreadsheets Google Sheets Add-On.


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


Configure Workday Connectivity for Google Sheets

Connectivity to Workday from Google Sheets is made possible through Connect Spreadsheets. To work with Workday data from Google Sheets, we start by creating and configuring a Workday connection.

  1. Log into Connect Spreadsheets, click Sources and 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.

    APIConnectionType Value
    WQLWQL
    Reports as a ServiceReports
    RESTREST
    SOAPSOAP

    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 (OData is shown)
  4. Click Create & Test

With the connection configured, you are ready to connect to Workday data from Google Sheets.

Access Live Workday Data from Google Sheets

The steps below outline connecting to Connect Spreadsheets from Google Sheets to access live Workday data.

  1. Log into Google Sheets, create a new sheet (or open an existing one).
  2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
  3. Search for Connect Spreadsheets Add-On and install the Add-on. 👁 Install the Add-On
  4. Authorize the Add-On. 👁 Authorize the Add-On
  5. Back in Google Sheets, click Add-ons and open the Connect Spreadsheets Add-On. 👁 Opening the Add-On
  6. In the Add-On panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account 👁 Authenticating with Connect Spreadsheets
  7. In the Connect Spreadsheets panel in Google Sheets, click Import 👁 Connect Spreadsheets panel in Google Sheets
  8. Choose a Connection (e.g. Workday1), Table (e.g. Workers, and Columns to import 👁 Choosing a Connection, Table, and Columns
  9. Optionally add Filters, Sorting, and a Limit 👁 Filters, Sorting, Limits
  10. Click Execute to import the data and opt to overwrite the existing sheet or create a new one. 👁 Opting where to import the data

Live Access to Workday Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Workday data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

👁 Imported data (Salesforce is shown)

Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.