Build Visualizations of Workday Data in Birst

Birst is a cloud business intelligence (BI) tool and analytics platform that helps organizations quickly understand and optimize complex processes. When paired with the CData JDBC Driver for Workday, you can connect to live Workday data through the Birst Cloud Agent and build real-time visualizations. In this article, we walk you through, step-by-step, how to connect to Workday using the Cloud Agent and create dynamic reports in Birst.

With powerful data processing capabilities, the CData JDBC Driver offers unmatched performance for live Workday data operations in Birst. When you issue complex SQL queries from Birst 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). With built-in dynamic metadata querying, the JDBC driver enables you to visualize and analyze Workday data using native Birst data types.

Configure a JDBC Connection to Workday Data in Birst

Before creating the Birst project, you will need to install the Birst Cloud Agent (in order to work with the installed JDBC Driver). Also, copy the JAR file for the JDBC Driver (and the LIC file, if it exists) to the /drivers/ directory in the installation location for the Cloud Agent.

With the driver and Cloud Agent installed, you are ready to begin.

1. Create a new project in Birst.
2. Name the connection (e.g. CDataWorkday).
3. Choose Live Access.
4. Select an agent.
5. Set Database Type to Other.
6. Set SQL Type to MSSQL
7. Set the Connection string.

   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

   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.

   When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

   Below is a typical JDBC connection string for Workday:

   jdbc:workday:User=myuser;Password=mypassword;Tenant=mycompany_gm1;Host=https://wd3-impl-services1.workday.com
8. Set the Driver Name: cdata.jdbc.workday.WorkdayDriver and click Save.

NOTE: Since authentication to Workday is managed from the connection string, you can leave Security Credentials blank.

Configure Workday Data Objects

Now that the connection is configured, we are ready to configure the schema for the dataset, choosing the tables, views, and columns we wish to visualize.

1. Select the Schema (e.g. Workday).
2. Click on Tables and/or Views to connect to those entities and click Apply.
3. Select the Tables and Columns you want to access and click Done.

With the objects configured, you can perform any data preparation and discover any relationships in your data using the Pronto Prepare and Relate tools.

Build a Visualization

After you prepare your data and define relationships between the connected objects, you are ready to build your visualization.

1. Select the Visualizer tool from the menu.
2. Select Measures & Categories from your objects
3. Select and configure the appropriate visualization for the Measure(s) you selected.

Using the CData JDBC Driver for Workday with the Cloud Agent and Birst, you can easily create robust visualizations and reports on Workday data. Download a free, 30-day trial and start building Birst visualizations today.