Connectors → Workday

About Workday

Workday is a leading provider of enterprise cloud applications for finance and human resources, helping customers adapt and thrive in a changing world. Workday applications for financial management, human resources, planning, spend management, and analytics have been adopted by thousands of organizations around the world and across industries – from medium-sized businesses to more than 45 percent of the Fortune 500.

About the Workday Connector

The Workday connector uses the CData JDBC Driver which offers the most natural way to connect to Workday data from Java-based applications and developer technologies. The driver wraps the complexity of accessing Workday data in an easy-to-integrate driver that applications can use to access Workday as a traditional database.

The Workday connector supports the following Incorta specific functionality:

Deployment Steps

The Workday connector requires the following JAR file:

• cdata.jdbc.workday.jar

The Workday connector requires the deployment of a JAR file to the Incorta Node hosts of the Analytics Service and the Loader Service. A systems administrator with root access to the host can deploy the JAR file. A CMC Administrator can restart the Incorta cluster.

Here the steps to copy the JAR file to standalone Incorta cluster:

• Secure copy the cdata.jdbc.workday.jar file to the host. Here is an example using scp:

INCORTA_NODE_HOST=100.101.102.103
cd ~/Downloads
scp -i ~/.ssh/host_pemkey.pem  cdata.jdbc.workday.jar incorta@${INCORTA_NODE_HOST}:/tmp/

• Secure shell into the host

ssh -i ~/.ssh/host_pemkey.pem incorta@${INCORTA_NODE_HOST}

• Copy the cdata.jdbc.workday.jar to the IncortaNode/runtime/lib/ directory in bash shell

sudo su incorta
INCORTA_INSTALLATION_PATH=/home/incorta/IncortaAnalytics
cp /tmp/cdata.jdbc.workday.jar $INCORTA_INSTALLATION_PATH/IncortaNode/runtime/lib/cdata.jdbc.workday.jar

Restart the Analytics and Loader Services

Here are the steps to restart the Analytics and Loader Services in an Incorta Cluster from the Cluster Management Console (CMC).

• As the CMC Administrator, sign in to the CMC.
• In the Navigation bar, select Clusters.
• In the cluster list, select a Cluster name.
• Select the Details tab, if not already selected.
• In the footer, select Restart.

Steps to connect Workday and Incorta

To connect Workday and Incorta, here are the high level steps, tools, and procedures:

• Create an external data source
• Create a physical schema with the Schema Wizard
• or, Create a physical schema with the Schema Designer
• Load the physical schema
• Explore the physical schema

Create an external data source

Here are the steps to create a external data source with the Workday connector:

• Sign in to the Incorta Direct Data Platform™.
• In the Navigation bar, select Data.
• In the Action bar, select + New → Add Data Source.
• In the Choose a Data Source dialog, in Application, select Workday.
• In the New Data Source dialog, specify the applicable connector properties.
• To test, select Test Connection.
• Select Ok to save your changes.

Workday connector properties

Here are the properties for the Workday connector:

Create a physical schema with the Schema Wizard

Here are the steps to create a Workday physical schema with the Schema Wizard:

• Sign in to the Incorta Direct Data Platform™.
• In the Navigation bar, select Schema.
• In the Action bar, select + New → Schema Wizard.

• In (1) Choose a Source, specify the following:

  • For Enter a name, enter the schema name.
  • For Select a Datasource, select the Workday external data source.
  • Optionally create a description.
• In the Schema Wizard footer, select Next.
• In (2) Manage Tables, in the Data Panel, first select the name of the Data Source, and then check the Select All checkbox.
• In the Schema Wizard footer, select Next.
• In (3) Finalize, in the Schema Wizard footer, select Create Schema.

Create a physical schema with the Schema Designer

Here are the steps to create a Workday physical schema using the Schema Designer:

• Sign in to the Incorta Direct Data Platform™.
• In the Navigation bar, select Schema.
• In the Action bar, select + New → Create Schema.
• In Name, specify the schema name, and select Save.
• In Start adding tables to your schema, select Workday.
• In the Data Source dialog, specify the Workday table data source properties.
• Select Add.
• In the Table Editor, in the Table Summary section, enter the table name.
• To save your changes, select Done in the Action bar.

Workday table data source properties

View the physical schema diagram with the Schema Diagram Viewer

Here are the steps to view the physical schema diagram using the Schema Diagram Viewer :

• Sign in to the Incorta Direct Data Platform™.
• In the Navigation bar, select Schema.
• In the list of schemas, select the Workday schema.
• In the Schema Designer, in the Action bar, select Diagram.

Load the physical schema

Here are the steps to perform a Full Load of the Workday physical schema using the Schema Designer:

• Sign in to the Incorta Direct Data Platform™.
• In the Navigation bar, select Schema.
• In the list of schemas, select the Workday schema.
• In the Schema Designer, in the Action bar, select Load → Load Now → Full.
• To review the load status, in Last Load Status, select the date.

Explore the physical schema

With the full load of the Workday physical schema complete, you can use the Analyzer to explore the schema, create your first insight, and save the insight to a new dashboard. To open the Analyzer from the physical schema, follow these steps:

• In the Navigation bar, select Schema.
• In the Schema Manager, in the List view, select the Workday schema.
• In the Schema Designer, in the Action bar, select Explore Data.

Additional Considerations

Types of Incremental Loads

You can enable Incremental Load for a Workday data source. There are two types of incremental extracts:

Last Successful Extract Time

Fetch updates since the last time the tables were loaded. It is determined by the difference between the current time and the database timestamp.

Maximum Value of a Column

The column-based strategy depends on an extra column called Incremental Column in each table. The Workday connector supports both timestamp and numeric columns. A timestamp column is of the type date or timestamp. A numeric column is of the type int or long.

Incremental Load Example

In this example, the invoices table must contain a column of the type Date or Timestamp in order to load the table incrementally with a last successful extract time strategy. In this case, the name of the date column is ModifiedDate and the format of the column is Timestamp.

Here are the data source property values for this example:

• Incremental is enabled
• Query contains SELECT * FROM invoices
• Update Query contains SELECT * FROM invoices WHERE ModifiedDate > ?
• Incremental Field Type = Timestamp