Access Live Workday Data in Google Sheets



Use CData Connect Cloud to gain access to live Workday data from your Google Sheets.

Google Sheets is a web-based spreadsheet program provided by Google. When integrated with CData Connect Cloud, 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 your Connect Cloud instance and accessing live Workday data seamlessly within Google Sheets.

CData Connect Cloud offers a seamless cloud-to-cloud interface designed for Workday, enabling effortless access to live Workday data directly within Google Sheets. Use the dedicated Connect Cloud Google Sheets Plug-In to connect with live Workday data. With built-in optimized data processing, CData Connect Cloud efficiently channels all supported query operations, including filters, JOINs, and more, directly to Workday. This leverages server-side processing to promptly retrieve the desired Workday data.

This setup requires a CData Connect Cloud instance and the CData Connect Cloud Add-On for Google Sheets. To get started, sign up a free trial of Connect Cloud and install the free Connect Cloud 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 CData Connect Cloud. To work with Workday data from Google Sheets, we start by creating and configuring a Workday connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Workday" from the Add Connection panel
  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.

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Workday Connection page and update the User-based permissions.

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 CData Connect Cloud 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 CData Connect Cloud Add-On and install the Add-on.
  4. Authorize the Add-On.
  5. Back in Google Sheets, click Add-ons and open the CData Connect Cloud Add-On.
  6. In the Add-On panel, click Authorize to authenticate with your CData Connect Cloud instance
  7. In the CData Connect Cloud panel in Google Sheets, click Import
  8. Choose a Connection (e.g. Workday1), Table (e.g. Workers, and Columns to import
  9. Optionally add Filters, Sorting, and a Limit
  10. Click Execute 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.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.

Ready to get started?

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