Create Workday Dashboards in Bold BI

Bold BI allows you to create, share, and collaborate on interactive BI dashboards. When paired with CData Connect Server, you get instant access to Workday data for visualizations, dashboards, and more. This article shows how to create a virtual database for Workday and build reports from Workday data in Bold BI.

CData Connect Server provides a pure SQL Server interface for Workday, allowing you to easily build reports from live Workday data in Bold BI — without replicating the data to a natively supported database. As you build visualizations, Bold BI generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to Workday, leveraging server-side processing to quickly return the requested Workday data.

Create a Virtual SQL Server Database for Workday Data

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

1. Login to Connect Server and click Connections.
2. Select "Workday" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Workday.

   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

4. Click Save Changes
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 connect to Workday data from Bold BI.

Visualize Live Workday Data in Bold BI

The steps below outline connecting to CData Connect Server from Bold BI to create a new Workday data source and build a simple visualization from the data.

1. Log into your Bold BI instance, click the data sources tab, create a new data source, and choose the SQL Server connector.
2. Choose the basic configuration and set the connection properties:
   • Name: Name your connection
   • Server name: Your Connect Server instance (CONNECT_SERVER_URL)
   • Port: 1433
   • Username: Your Connect Server username
   • Password: Your Connect Server password
   • Mode: Choose Live to query Workday on-demand or choose Extract to load the data into Bold BI
   • Database: Choose the database you created from the drop-down menu (workdaydb)
3. Click Connect
4. Select the table to visualize and drag it onto the workspace.
5. Select a visualization style and add it to the report.
6. Click the gear icon for the visualization to configure the visualization properties and assign columns to the visualization.

SQL Access to Workday Data from Applications

Now you have a direct connection to live Workday data from your Bold BI workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Workday data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, see the CData Connect page.