Build Charts with PingOne Data in Clear Analytics



Create dynamic charts and perform analytics based on PingOne data in Clear Analytics.

The CData ODBC driver for PingOne enables access to live data from PingOne under the ODBC standard, allowing you work with PingOne data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to use Clear Analytics, a Microsoft Excel Add-In, to connect to PingOne as an ODBC source and create queries, tables, and charts (including PivotTables) based on PingOne data.

Connect to PingOne Data


Configure the ODBC Data Source Name

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can use the built-in Microsoft ODBC Data Source Administrator to configure the DSN. This is also the last step of the driver installation. See the "Getting Started" chapter in the help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

To connect to PingOne, configure these properties:

  • Region: The region where the data for your PingOne organization is being hosted.
  • AuthScheme: The type of authentication to use when connecting to PingOne.
  • Either WorkerAppEnvironmentId (required when using the default PingOne domain) or AuthorizationServerURL, configured as described below.

Configuring WorkerAppEnvironmentId

WorkerAppEnvironmentId is the ID of the PingOne environment in which your Worker application resides. This parameter is used only when the environment is using the default PingOne domain (auth.pingone). It is configured after you have created the custom OAuth application you will use to authenticate to PingOne, as described in Creating a Custom OAuth Application in the Help documentation.

First, find the value for this property:

  1. From the home page of your PingOne organization, move to the navigation sidebar and click Environments.
  2. Find the environment in which you have created your custom OAuth/Worker application (usually Administrators), and click Manage Environment. The environment's home page displays.
  3. In the environment's home page navigation sidebar, click Applications.
  4. Find your OAuth or Worker application details in the list.
  5. Copy the value in the Environment ID field. It should look similar to:
    WorkerAppEnvironmentId='11e96fc7-aa4d-4a60-8196-9acf91424eca'

Now set WorkerAppEnvironmentId to the value of the Environment ID field.

Configuring AuthorizationServerURL

AuthorizationServerURL is the base URL of the PingOne authorization server for the environment where your application is located. This property is only used when you have set up a custom domain for the environment, as described in the PingOne platform API documentation. See Custom Domains.

Authenticating to PingOne with OAuth

PingOne supports both OAuth and OAuthClient authentication. In addition to performing the configuration steps described above, there are two more steps to complete to support OAuth or OAuthCliet authentication:

  • Create and configure a custom OAuth application, as described in Creating a Custom OAuth Application in the Help documentation.
  • To ensure that the driver can access the entities in Data Model, confirm that you have configured the correct roles for the admin user/worker application you will be using, as described in Administrator Roles in the Help documentation.
  • Set the appropriate properties for the authscheme and authflow of your choice, as described in the following subsections.

OAuth (Authorization Code grant)

Set AuthScheme to OAuth.

Desktop Applications

Get and Refresh the OAuth Access Token

After setting the following, you are ready to connect:

  • InitiateOAuth: GETANDREFRESH. To avoid the need to repeat the OAuth exchange and manually setting the OAuthAccessToken each time you connect, use InitiateOAuth.
  • OAuthClientId: The Client ID you obtained when you created your custom OAuth application.
  • OAuthClientSecret: The Client Secret you obtained when you created your custom OAuth application.
  • CallbackURL: The redirect URI you defined when you registered your custom OAuth application. For example: https://localhost:3333

When you connect, the driver opens PingOne's OAuth endpoint in your default browser. Log in and grant permissions to the application. The driver then completes the OAuth process:

  1. The driver obtains an access token from PingOne and uses it to request data.
  2. The OAuth values are saved in the location specified in OAuthSettingsLocation, to be persisted across connections.

The driver refreshes the access token automatically when it expires.

For other OAuth methods, including Web Applications, Headless Machines, or Client Credentials Grant, refer to the Help documentation.

When you configure the DSN, 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.

Configure the Data Source in Clear Analytics

  1. Open Excel and navigate to the CLEAR ANALYTICS ribbon. Once there, open the Data Manager.
  2. Select Database as the data source.
  3. In the Set Connection section, click the option to create a new database.
  4. Select Microsoft ODBC Data Source as the data source and click OK.
  5. Select the DSN you already configured from the drop-down menu.
  6. Back on the Set Connection section, select Standard (ANSI ODBC) Query Builder as the SQL Builder Provider and click Next.
  7. Select the Schema/Owner and choose the domains (tables) that you wish to use in Clear Analytics.
  8. Prepare your data objects as needed by customizing the display names and descriptions of the tables and columns.
  9. For the vast majority of the CData ODBC Drivers, you will not set a key date for your domains.
  10. In the Domain Relations section, add any relational information between tables.
  11. In the Domain Tree section, create groups for your data and add the available items to the groups.
  12. Review the summary of your data and click Finish.

Create a Chart with PingOne Data

You are now ready to create a chart with PingOne data.

Create a New Query

  1. Click Repository in the CLEAR ANALYTICS ribbon.
  2. Create a new query.
  3. Select the columns you wish to retrieve.
  4. Set the aggregation type for your data (use the blank entry if you do not wish to aggregate the data).
  5. Set filters and formulas by dragging columns to the lower window.
  6. Name your query and click Save.

Build a Chart Based on a Query Report

With the query created, you are now ready to execute a report and display a chart.
  1. Click Report Explorer in the CLEAR ANALYTICS ribbon.
  2. In the Report Explorer pane, click the 'New Report' icon in the toolbar.
  3. Select the query you just created.
  4. Name the report and click 'Save and Execute'.
  5. Click the Results tab within the Report Explorer
  6. Expand your report and drag the chart to the Excel spreadsheet.
  7. In the resulting PivotChart window, drag the fields (columns) to the Filters, Legends, Axis (Categories), and Values windows.

With a new data source in Clear Analytics established and a chart created, you are ready to begin analysis of PingOne data. With the ODBC Driver for PingOne and Clear Analytics, you can perform self-service analytics in Excel with live data, directly from PingOne.

Ready to get started?

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PingOne Icon PingOne ODBC Driver

The PingOne ODBC Driver is a powerful tool that allows you to connect with live data from PingOne, directly from any applications that support ODBC connectivity.

Access PingOne data like you would a database - read, write, and update PingOne 0, etc. through a standard ODBC Driver interface.