Workday Custom Reports
The Workday Custom Reports component uses the Workday RaaS (Reporting as a Service) API to retrieve and store data—such as employee, financial, and business related data—from Workday to be either referenced by an external table or loaded into a table, depending on your cloud data warehouse. You can then use transformation components to enrich and manage the data in permanent tables.
To extract data via Workday Web Services, use the Workday Extract component instead.
Using this component may return structured data that requires flattening. For help with flattening such data, we recommend using the Extract Nested Data component for Snowflake.
Note
Matillion has resolved an issue with Workday Custom Reports that was causing this component to time out on long requests. As a result, these requests will no longer time out; however, larger requests may take a long time and lead to "Out of memory" errors.
Properties
Name = string
A human-readable name for the component.
Authentication = drop-down
Select an OAuth entry to authenticate this component. An OAuth entry must be set up in advance. To learn how to create and authorize an OAuth entry, read Workday Extract Authentication Guide.
API = drop-down
Select REST API or SOAP API.
Report Owner = drop-down
Select the Workday user who owns the report you want to extract data from. The default is All, meaning all reports created by all users will be available to the component.
Report Name = drop-down
Select the report you want to extract data from.
Location = filepath
Provide an Amazon S3 bucket path, Google Cloud Storage (GCS) bucket path, or Azure Blob Storage path that will be used to store the data. The data can then be referenced by an external table. A folder will be created at this location with the same name as the target table.
Integration = drop-down
(GCP only) Choose your Google Cloud Storage Integration. Integrations are required to permit Snowflake to read data from and write to a Google Cloud Storage bucket. Integrations must be set up in advance of selecting them in Matillion ETL. To learn more about setting up a storage integration, read our Storage Integration setup guide.
Warehouse = drop-down
The Snowflake warehouse used to run the queries. The special value [Environment Default] uses the warehouse defined in the environment. Read Overview of Warehouses to learn more.
Database = drop-down
The Snowflake database. The special value [Environment Default] uses the database defined in the environment. Read Databases, Tables and Views - Overview to learn more.
Schema = drop-down
The Snowflake schema. The special value [Environment Default] uses the schema defined in the environment. Read Database, Schema, and Share DDL to learn more.
Target Table = string
A name for the new table. Upon running the job, this table will be recreated and will drop any existing table of the same name.
Name = string
A human-readable name for the component.
Authentication = drop-down
Select an OAuth entry to authenticate this component. An OAuth entry must be set up in advance. To learn how to create and authorize an OAuth entry, read Workday Extract Authentication Guide.
API = drop-down
Select REST API or SOAP API.
Report Owner = drop-down
Select the Workday user who owns the report you want to extract data from. The default is All, meaning all reports created by all users will be available to the component.
Report Name = drop-down
Select the report you want to extract data from.
Location = filepath
Provide an Amazon S3 bucket path that will be used to store the data. The data can then be referenced by an external table. A folder will be created at this location with the same name as the target table.
Type = drop-down
- External: The data will be put into your chosen S3 bucket and referenced by an external table.
- Standard: The data will be staged on your chosen S3 bucket before being loaded into a table. This is the default setting.
Standard Schema = drop-down
The Amazon Redshift schema. The special value [Environment Default] uses the schema defined in the environment. Read Schemas to learn more.
External Schema = drop-down
The table's external schema. Read Getting Started with Amazon Redshift Spectrum to learn more.
Target Table = string
A name for the new table. Upon running the job, this table will be recreated and will drop any existing table of the same name.
Name = string
A human-readable name for the component.
Authentication = drop-down
Select an OAuth entry to authenticate this component. An OAuth entry must be set up in advance. To learn how to create and authorize an OAuth entry, read Workday Extract Authentication Guide.
API = drop-down
Select REST API or SOAP API.
Report Owner = drop-down
Select the Workday user who owns the report you want to extract data from. The default is All, meaning all reports created by all users will be available to the component.
Report Name = drop-down
Select the report you want to extract data from.
Table Type = drop-down
Select whether the table is Native (by default in BigQuery) or an external table.
Project = drop-down
Select the Google Cloud project. The special value [Environment Default] uses the project defined in the environment. For more information, read Creating and managing projects.
Dataset = drop-down
Select the Google BigQuery dataset to load data into. The special value [Environment Default] uses the dataset defined in the environment. For more information, read Introduction to datasets.
Target Table = string
A name for the new table. Upon running the job, this table will be recreated and will drop any existing table of the same name.
New Target Table = string
A name for the new external table. Only available when the table type is External.
Cloud Storage Staging Area = Google Cloud Storage bucket
The URL and path of the target Google Cloud Storage bucket to be used for staging the queried data. Only available when the table type is Native.
Location = Google Cloud Storage bucket
The URL and path of the target Google Cloud Storage bucket. Only available when the table type is External.
Load Options = multiple drop-downs
- Clean Cloud Storage Files: Destroy staged files on Google Cloud Storage after loading data. Default is On.
- Cloud Storage File Prefix: Give staged file names a prefix of your choice. The default setting is an empty field.
- Recreate Target Table: Choose whether the component recreates its target table before the data load. If Off, the component will use an existing table or create one if it does not exist. Default is On.
- Use Grid Variable: Check this checkbox to use a grid variable. This box is unchecked by default.
Strategy
Connect to an existing Workday Custom Report to retrieve data from that report. The results of the operation are streamed into cloud storage and loaded into a target table.
| Snowflake | Delta Lake on Databricks | Amazon Redshift | Google BigQuery | Azure Synapse Analytics |
|---|---|---|---|---|
| ✅ | ❌ | ✅ | ✅ | ❌ |