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Workday Reports-as-a-Service

Abstract

Connect your Symon.AI and Workday Reports-as-a-Service (RaaS) accounts to import your data.

Connect your Symon.AI and Workday Reports-as-a-Service (RaaS) accounts to import your data.

Before you begin

Before you can import your data using Workday Report-as-a-Service, there are some steps to complete in Workday. Ensure that you complete the following steps to work with Symon.AI:

  • Set the report options:

    In the Create Custom Report page, set your Workday report type to Advanced and select the Enable as Web Service option.

  • Locate the Report URL:

    In the View Custom Report page, click the menu beside the report name, then select Web Service > View URLs. Right-click on REST Workday XML and then select Copy.

To build a Workday connection, you must provide the endpoint of the JSON report and the credentials of the integration system user's username and password that has been granted access to the custom report's endpoint.

Supported data sources

This connector can import Reports-as-a-Service (RaaS) data from your Workday account. Your Workday account needs the Raas feature enabled.

To configure a compatible report with Workday, see Workday configuration.

Import

With the correct permissions in place, you can now import your data into Symon.AI.

Importing data

  1. In Symon.AI, go to the Data tab.

  2. Click Import data.

  3. In the Third-party sources section, click Workday RaaS.

  4. Click New connection.

  5. On the Connect to your database page, enter the following information:

    Field

    Description

    Connection name

    (Optional) The name of the connection.

    User name

    The user name to access the connection.

    Password

    The password to access the connection.

  6. Click Next.

  7. On the Connect to your Report page, enter the following information:

    Field

    Description

    Report URL

    The URL to the Workday XML REST link for the report that you want to extract.

    Report name

    The name of the Workday stream for the report.

  8. Click Next.

  9. On the Choose data sets page, the data sets load. After they load you'll be redirected to the next step.

  10. On the Import data page, select the data sets to include or obfuscate. Click Next.

    Note

    You cannot edit the Column type in the data set as it is set in Workday.

  11. On the Filter data page, optionally click Filter data to refine your data, or click Import data to continue.

    1. Filter the rows in your data by selecting the column to filter, the filter category and the value or text.

    2. Click Import data to continue.

    Note

    For more information about how to configure data filters, see: Filter data.

  12. On the Review page, review the data sets that you are importing.

  13. Click Import data. The data is available on the My Data page.

Usage examples

After creating the connection, you will be presented with the columns from your Workday RaaS table.

You can search for and select the specific columns that you want to analyze, complete the configuration steps, and start the import. Shortly after, your data will be available in Symon.AI, where you can view and start analyzing your data in a pipe.

Security and privacy

We use the standard username and password authentication practices to connect with Workday, and we securely store encrypted passwords.

Error handling

The following errors may appear during the import process:

Table 25. Workday RaaS import errors

Error

Description

Solution

Invalid username or password. Please update your connection credentials and try again.

There is an invalid username or password.

To fix this error, enter the correct username or password.

Invalid report URL

There is an invalid report URL.

To fix this error, enter the correct report URL.

Error from Workday: ${error details}

There is a Workday internal server error.

To fix this error, see your Workday account. This is a Workday error.