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Import Workday Data into the Power BI Service for Visualizations

Use the CData Cloud Hub to create an OData feed for Workday and create custom reports in the Power BI Service.

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with the CData Cloud Hub, you get access to Workday data for visualizations, dashboards, and more. This article shows how to use the CData Cloud Hub to generate an OData feed for Workday, import Workday data into Power BI and then create reports on Workday data in the Power BI service.

NOTE: You can also use the on-premise data gateway and the SQL interface in Cloud Hub to connect to Workday data in real-time (instead of importing the data). Read how in the related Knowledge Base article.

Create a Virtual SQL Database for Workday Data

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

  1. Login to Cloud Hub and click Databases.
  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 Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

Connecting to the Cloud Hub from Power BI

To import and visualize your Workday data in the Power BI service, add a Cloud Hub API user, add Workday OData endpoints in the Cloud Hub, and create & publish a dataset from Power BI Desktop to the service.

Add a Cloud Hub User

Create a User to connect to Workday from Power BI through Cloud Hub.

  1. Click Users -> Add
  2. Configure a User.
  3. Click Save Changes and make note of the Authtoken for the new user.
  4. Click Database and select the Workday virtual database.
  5. On the Privileges tab, add the newly created user (with at least SELECT permissions) and click Save Changes.

Add Workday OData Endpoints in Cloud Hub

After connecting to Workday, create OData Endpoints for the desired table(s).

  1. Click OData -> Tables -> Add Tables.
  2. Select the Workday database.
  3. Select the table(s) you wish to work with and click Next.
  4. (Optional) Edit the table definition to select specific fields and more.
  5. Save the settings.

Publish a Dataset from Power BI Desktop

With OData endpoints added to the Cloud Hub, you can create a dataset in Power BI descktop using OData connectivity and publish the dataset to the Power BI service.

  1. Open Power BI, click Get Data -> More, then select OData feed, and click Connect.
  2. Set URL to the Base URL of your Cloud Hub instance (e.g.: https://www.cdatacloud.net/myinstance/api.rsc) and click OK.
  3. Set User name and Password to user name and Authtoken from above.
  4. Select the full Base URL (https://www.cdatacloud.net/myinstance/api.rsc) as the level to apply the settings to/
  5. Select the table(s) to visualize in the Navigator dialog.
  6. Click Load to pull the data into Power BI.
  7. Define any relationships between the selected entities on the Relationships tab.
  8. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on Workday Data in the Power BI Service

Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:

  1. Log in to PowerBI.com.
  2. Click Workspaces and select a workspace.
  3. Click Create and select Report.
  4. Select the published dataset for the report.
  5. Choose fields and visualizations to add to your report.

SQL Access to Workday Data from Cloud Applications

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

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, see the CData Cloud Hub.