Validate Workday Data with QuerySurge



Access and validate Workday data in QuerySurge using the CData JDBC Driver.

QuerySurge is a smart data testing solution that automates data validation and testing. When paired with the CData JDBC Driver for Workday, QuerySurge can work with live Workday data. This article walks through connecting to Workday data from QuerySurge.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Workday data. When you issue complex SQL queries to Workday, the driver pushes supported SQL operations, like filters and aggregations, directly to Workday and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Workday data using native data types.

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


Connecting to Workday Data in QuerySurge

To connect to live Workday data from QuerySurge, you need to deploy the JDBC Driver JAR file to your QuerySurge Agent(s) and add a new connection from the QuerySurge Admin view.

Deploy the JDBC Driver

  1. Download the CData JDBC Driver for Workday installer, unzip the package, and run the JAR file to install the driver.
  2. Once the driver is installed, stop the Agent Service.
  3. Copy the JAR File (and license file if it exists) from the installation location (typically C:\Program Files\CData\CData JDBC Driver for Workday\lib\) to your Agent(s) (QuerySurge_install_dir\agent\jdbc).
  4. Restart the Agent Service.

For more information on deploying JDBC drivers for QuerySurge, refer to the QuerySurge Knowledge Base.

Configure a New Connection to Workday

  1. Log into QuerySurge and navigate to the Admin view.
  2. Click Configuration -> Connections in the Administration Tree.
  3. Click Add to create a new connection.
  4. In the QuerySurge Connection Wizard, click Next.
  5. Name the connection (e.g. CData JDBC Connection to Workday).
  6. Set the Data Source to "All Other JDBC Connections (Connection Extensibility)" and click Next.
  7. Set the Driver Class to cdata.jdbc.workday.WorkdayDriver and click Next.
  8. Set the Connection URL using the necessary connection properties to authenticate with Workday. Your Connection URL will look something like the following:

    jdbc:workday:User=myuser;Password=mypassword;Tenant=mycompany_gm1;BaseURL=https://wd3-impl-services1.workday.com;ConnectionType=WQL;InitiateOAuth=GETANDREFRESH

    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.

    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.

  9. Set the Test Query to enable the Test Connection button for the Connection (e.g. SELECT * FROM Workers LIMIT 1) and click Next.
  10. Click Test Connection to ensure the connection is configured properly and click Save to add the connection.

Once the connection is added, you can write SQL queries against your Workday data in QuerySurge.

Compare Workday Data Queries with a QueryPair

With the connection configured, you can follow the steps below to compare querying Workday data with a QueryPair.

  1. Select "Design Library" from the Design Menu
  2. Click QueryPairs under QuerySurge Design
  3. Click "Create New QueryPair"
  4. Name the QueryPair and click Save
  5. In either the Source or Target panes, select the connection created above (select the same connection to query Workday twice or another connection to perform a comparison)
  6. Write queries in the Editor for each pane, e.g. SELECT * FROM Workers
  7. Click the "Design-Time Run" tab to execute the queries
  8. When the query execution is finished, click "View Query Results" to see the Workday data returned by the query

Download a free, 30-day trial of the CData JDBC Driver for Workday and start working with your live Workday data in QuerySurge. Reach out to our Support Team if you have any questions.

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