Visualize Live Workday Data in Tableau

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for Workday, you can easily get access to live Workday data within Tableau. This article shows how to connect to Workday in Tableau and build a simple chart.

The CData Tableau Connectors enable high-speed access to live Workday data in Tableau. Once you install the connector, you simply authenticate with Workday and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing Workday data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to Workday data.

NOTE: The CData Tableau Connectors require Tableau 2020.3 or higher. If you are using an older version of Tableau, you will need to use the CData JDBC Driver. If you wish to connect to Workday data in Tableau Cloud, you will need to use CData Connect AI.

Getting Started

---

Connect to Workday in Tableau

Open Tableau and click More under Connect -> To a Server. Select "Workday by CData," then configure the connection and click "Sign In."

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.

👁 Configuring the Connector (Sage Intacct is shown)

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select Workday from the Schema pull-down menu.
3. Drag the tables and views you wish to visualize onto the join area. You can include multiple tables. 👁 Selecting table(s)
   
4. Select Update Now or Automatically Update. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). Automatically Update automatically reflects the changes in the preview area.
5. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData Tableau Connector discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
6. Drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
7. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.
👁 Visualizing live Workday data

Using the CData Tableau Connector for Workday with Tableau, you can easily create robust visualizations and reports on Workday data. Download a free, 30-day trial and get started today.