Create Reports from UKG Pro HCM Data in Looker Studio

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to gain access to live UKG Pro HCM data and create custom reports in Looker Studio.

Looker Studio, formerly known as Google Data Studio, empowers users to craft customized reports featuring data visualizations that can be shared with clients while reflecting your brand identity. When combined with CData Connect AI, you gain immediate cloud-to-cloud access to UKG Pro HCM data to create visualizations, dashboards, and more. This article provides step-by-step instructions on establishing a virtual database for UKG Pro HCM and generating reports from UKG Pro HCM data within Looker Studio.

CData Connect AI offers a seamless cloud-to-cloud interface tailored for UKG Pro HCM, making it straightforward to construct reports directly from live UKG Pro HCM data within Looker Studio without the need for data replication. As you create visualizations, Looker Studio generates queries to retrieve data. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported query operations, including filters, JOINs, and more, directly to UKG Pro HCM. This leverages server-side processing to swiftly provide the requested UKG Pro HCM data.

This article requires a CData Connect AI instance and the CData Connect AI Connector for Looker Studio. Get more information on the CData Connect AI and sign up for a free trial at https://www.cdata.com/cloud.


Configure UKG Pro HCM Connectivity for Looker Studio

Connectivity to UKG Pro HCM from Looker Studio is made possible through CData Connect AI. To work with UKG Pro HCM data from Looker Studio, we start by creating and configuring a UKG Pro HCM connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "UKG Pro HCM" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to UKG Pro HCM.

    Start by setting the Profile connection property to the location of the UKGProHCM Profile on disk (e.g. C:\profiles\UKGProHCM.apip). Next, set the ProfileSettings connection property to the connection string for UKGProHCM (see below).

    UKGProHCM API Profile Settings

    UKG Pro HCM uses Basic authentication combined with a customer API key to authorize access to the API. To connect, you will need your UKG Pro HCM credentials and a customer API key issued by UKG.

    Set the following connection properties to authenticate:

    • AuthScheme: Set this to Basic.
    • User: Set this to your UKG Pro HCM username.
    • Password: Set this to your UKG Pro HCM password.
    • ProfileSettings: Set this to a semicolon-separated list containing:
      • Host: Your UKG Pro HCM tenant hostname (e.g., yourcompany.ultipro.com).
      • CustomerAPIKey: Your UKG customer API key. This is passed as the US-CUSTOMER-API-KEY request header on each API call.

    To obtain your customer API key, contact your UKG Pro HCM administrator or refer to the UKG Developer Portal at https://developer.ukg.com.

    Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add UKG Pro HCM Connection page and update the User-based permissions. Updating permissions

With the connection configured, you are ready to connect to UKG Pro HCM data from Looker Studio.

Visualize Live UKG Pro HCM Data from Looker Studio

The steps below outline connecting to CData Connect AI from Looker Studio to create a new UKG Pro HCM data source and build a simple visualization from the data.

  1. Log into Looker Studio, click data sources, create a new data source, and choose CData Connect AI Connector.
  2. Create a new connection in Looker Studio
  3. Click Authorize and allow access to your Google account. Granting permissions to the Connector
  4. Click Authorize to authenticate with your CData Connect AI instance Authenticating with CData Connect AI
  5. In the CData Connect AI Connector in Looker Studio select Connections to import from the dropdown and click Next
  6. Importing from Connections
  7. Now select a Connection (e.g. API1) and click Next Selecting a Connection
  8. Select a Table (e.g. UserDetails) or use a Custom Query and click Connect to continue Selecting a Table
  9. If needed, modify columns, click Create Report, and add the data source to the report.
  10. Configuring column definitions
  11. Select a visualization style and add it to the report.
  12. Select Dimensions and Measures to customize your visualization.
  13. Visualizing UKG Pro HCM data in Looker Studio

Live Access to UKG Pro HCM Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live UKG Pro HCM data from your Looker Studio workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating UKG Pro HCM data.

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.

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