Build Paylocity Visualizations in Tableau Online

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CData Connect



Use CData Connect Cloud to create a virtual SQL Server Database for Paylocity data and build visualizations in Tableau Online.

Tableau Online is an analytics platform fully hosted in the cloud. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Paylocity data for visualizations, dashboards, and more. This article shows how to create a virtual database for Paylocity and build visualizations from Paylocity data in Tableau Online.

CData Connect Cloud provides a pure SQL Server, cloud-to-cloud interface for Paylocity, allowing you to easily build visualizations from live Paylocity data in Tableau Online without installing connectors or publishing worksheets and data sources from Tableau Desktop. As you build visualizations, Tableau Online generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc) directly to Paylocity, leveraging server-side processing to quickly return Paylocity data.

Create a Virtual SQL Server Database for Paylocity Data

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Login to Connect Cloud and click Databases.
  2. Select "Paylocity" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Paylocity.

    Set the following to establish a connection to Paylocity:

    • RSAPublicKey: Set this to the RSA Key associated with your Paylocity, if the RSA Encryption is enabled in the Paylocity account.

      This property is required for executing Insert and Update statements, and it is not required if the feature is disabled.

    • UseSandbox: Set to true if you are using sandbox account.
    • CustomFieldsCategory: Set this to the Customfields category. This is required when IncludeCustomFields is set to true. The default value for this property is PayrollAndHR.
    • Key: The AES symmetric key(base 64 encoded) encrypted with the Paylocity Public Key. It is the key used to encrypt the content.

      Paylocity will decrypt the AES key using RSA decryption.
      It is an optional property if the IV value not provided, The driver will generate a key internally.

    • IV: The AES IV (base 64 encoded) used when encrypting the content. It is an optional property if the Key value not provided, The driver will generate an IV internally.

    Connect Using OAuth Authentication

    You must use OAuth to authenticate with Paylocity. OAuth requires the authenticating user to interact with Paylocity using the browser. For more information, refer to the OAuth section in the Help documentation.

    The Pay Entry API

    The Pay Entry API is completely separate from the rest of the Paylocity API. It uses a separate Client ID and Secret, and must be explicitly requested from Paylocity for access to be granted for an account. The Pay Entry API allows you to automatically submit payroll information for individual employees, and little else. Due to the extremely limited nature of what is offered by the Pay Entry API, we have elected not to give it a separate schema, but it may be enabled via the UsePayEntryAPI connection property.

    Please be aware that when setting UsePayEntryAPI to true, you may only use the CreatePayEntryImportBatch & MergePayEntryImportBatchgtable stored procedures, the InputTimeEntry table, and the OAuth stored procedures. Attempts to use other features of the product will result in an error. You must also store your OAuthAccessToken separately, which often means setting a different OAuthSettingsLocation when using this connection property.

  4. Click Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to build visualizations in Tableau Online.

Visualize Live Paylocity Data in Tableau Online

The steps below outline creating a new data source in Tableau Online based on the virtual Paylocity database in Connect Cloud and building a simple visualization from the data.

  1. Log into Tableau Online, select a project, and create a new workbook.
  2. In the new workbook, choose the Microsoft SQL Server Connector from the data wizard and fill in the values for your Connect Cloud instance.
    NOTE: Be sure to check the "Require SSL" checkbox.
  3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINed tables as needed).
  4. Select Dimensions and Measures and configure your visualization.

SQL Access to Paylocity Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Paylocity data from your Tableau Online workbook. You can create new visualizations, build dashboards, and more, with no need to publish data sources and workbooks from Tableau Desktop. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Tableau Online, refer to our Connect Cloud page.