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The Workday Excel Add-In is a powerful tool that allows you to connect with live Workday data, directly from Microsoft Excel.

Use Excel to read, write, and update Workday Cash Management, Compensation, Financial Management, Payroll, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

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Excel Spreadsheet Automation with the QUERY Formula


Pull data, automate spreadsheets, and more with the QUERY formula.

The CData Excel Add-In for Workday provides formulas that can query Workday data. The following three steps show how you can automate the following task: Search Workday data for a user-specified value and then organize the results into an Excel spreadsheet.

The syntax of the CDATAQUERY formula is the following: =CDATAQUERY(Query, [Connection], [Parameters], [ResultLocation]);

This formula requires three inputs:

  • Query: The declaration of the Workday data records you want to retrieve, written in standard SQL.

  • Connection: Either the connection name, such as WorkdayConnection1, or a connection string. The connection string consists of the required properties for connecting to Workday data, separated by semicolons.

    To connect, there are three pieces of information required: Authentication, API URL, and WSDL URL.

    Authentication

    To authenticate, specify your User and Password. Note that you must append your Tenant to your User separated by an '@' character. For instance, if you normally log in with 'geraldg' and your Tenant is 'mycompany_mc1', then your User should be specified as 'geraldg@mycompany_mc1'.

    API URL

    The API URL may be specified either directly via APIURL, or it may be constructed from the Tenant, Service, and Host. The APIURL is constructed in the following format: <Host>/ccx/service/<Tenant>/<Service>.

    WSDL URL

    The WSDLURL may be specified in its entirety, or may be constructed from the Service and WSDLVersion connection properties. The WSDLURL is constructed in the following format: https://community.workday.com/sites/default/files/file-hosting/productionapi/<Service>/<WSDLVersion>/<Service>.wsdl

  • ResultLocation: The cell that the output of results should start from.

Pass Spreadsheet Cells as Inputs to the Query

The procedure below results in a spreadsheet that organizes all the formula inputs in the first column.

  1. Define cells for the formula inputs. In addition to the connection inputs, add another input to define a criterion for a filter to be used to search Workday data, such as Legal_Name_Last_Name.
  2. In another cell, write the formula, referencing the cell values from the user input cells defined above. Single quotes are used to enclose values such as addresses that may contain spaces.
    3. =CDATAQUERY("SELECT * FROM Workers WHERE Legal_Name_Last_Name = '"&B5&"'","User="&B1&";Password="&B2&";Tenant="&B3&";Host="&B4&";Provider=Workday",B6)
  3. Change the filter to change the data.