Connect to Workday Data in Jaspersoft Studio

This article shows how to connect to Workday from Jaspersoft Studio as a standard JDBC data source with the CData JDBC Driver for Workday. You will use the standard Jaspersoft wizards to build SQL queries to Workday. The queries are executed directly to the Workday APIs, enabling real-time connectivity to Workday data.

Connect to Workday Data as a JDBC Data Source

To create a JDBC data source in Jaspersoft Studio, create a data adapter:

1. In the Repository Explorer view, right-click the Data Adapters node and click Create Data Adapter.
2. Select Database JDBC Connection.
3. Enter a user-friendly name for the driver.
4. On the Driver Classpath tab, click Add. In the resulting dialog, navigate to the lib subfolder of the installation directory. Select the driver JAR.
5. On the Database Location tab, enter the class name of the JDBC driver: cdata.jdbc.workday.WorkdayDriver.
6. Enter the JDBC URL.

   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

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Workday JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.workday.jar

   Fill in the connection properties and copy the connection string to the clipboard.

   When you configure the JDBC URL, 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.

   Below is a typical JDBC URL for Workday:

   jdbc:workday:User=myuser;Password=mypassword;Tenant=mycompany_gm1;Host=https://wd3-impl-services1.workday.com

Create Reports with Workday Data

Follow the steps below to build an SQL query to Workday, the basis of a simple report:

1. Click File -> New Jasper Report. Select a template, select the parent project, and specify the report file.
2. In the Data Adapter menu, select the data adapter you created in the previous section.
3. In the Diagram tab, drag tables into the box and click the columns you want. Or, enter a custom query on the Texts tab. For example: SELECT Worker_Reference_WID, Legal_Name_Last_Name FROM Workers WHERE Legal_Name_Last_Name = 'Morgan'
4. Select the fields you want to include in the dataset. This example uses all fields.
5. Skip the Group By step and finish the wizard.

In the Preview tab, you can see the report as it would look with the current Workday data.

Create a Chart

The following sections show how to create a chart tied to its own SQL query. When retrieving the data from the remote data source, more restrictive queries, written for specific report objects, can result in faster performance.

Create a DataSet

Follow the steps below to create a new dataset to populate the chart:

1. In the report editing area, click the Design tab.
2. In the Outline view, right-click the root node for the report and click Create Dataset.
3. Enter a name for the dataset and click the option to create a new dataset from a connection or data source.
4. In the Data Adapter menu, select the data adapter you created in the first section.
5. Enter a query such as the following:
   SELECT Worker_Reference_WID, Legal_Name_Last_Name FROM Workers WHERE Legal_Name_Last_Name = 'Morgan'
6. Select the fields you want in the dataset. This example uses Worker_Reference_WID and Legal_Name_Last_Name.
7. Skip the step to group by fields and finish the wizard.

Configure the Chart

After adding the dataset, follow the steps below to map column values to the chart axes in the chart wizard:

1. Click the Summary node in the Outline view. In the Properties view, set the height to 400 pixels. The summary band is printed at the end of the report.
2. Drag a chart from the Palette onto the summary. The chart wizard is displayed.
3. Select the chart type. This example uses a bar chart.
4. In the Dataset menu, select the dataset you created for the chart.
5. In the Dataset tab, select the option to use the same JDBC connection used to fill the master report.
6. Specify the chart's series: Click the button next to the Series menu and click Add. In the Expression Editor that is displayed, double-click the Worker_Reference_WID column to set the expression to $F{Worker_Reference_WID}.

7. Specify the y-axis values: In the chart wizard, click the button next to the Value box. In the Expression Editor, double-click Legal_Name_Last_Name to set the expression to $F{Legal_Name_Last_Name}.

8. Specify the labels for the series elements: In the chart wizard, click the button next to the Label box. In the Expression Editor, double-click the Worker_Reference_WID column to set the expression to $F{Worker_Reference_WID}. If needed, convert the column type to string, as in the following expression: $F{Worker_Reference_WID}.toString()
9. Expand the chart to fill the summary section: right-click the chart and click Size to Container -> Fit Both.

Running the Report

You can now generate reports on Workday data just as you would any other JDBC data source. Jaspersoft Studio periodically refreshes the data across report runs.