Import UKG Pro HCM Data into the Power BI Service for Visualizations

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect AI, you get access to UKG Pro HCM data for visualizations, dashboards, and more. This article shows how to connect to UKG Pro HCM in CData Connect AI, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on UKG Pro HCM data in the Power BI service.

Configure UKG Pro HCM Connectivity for Power BI Service

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

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "UKG Pro HCM" from the Add Connection panel

3. 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.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add UKG Pro HCM Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to UKG Pro HCM data from the Power BI service.

Publish a Dataset from Power BI Desktop

Once you connect to UKG Pro HCM in Connect AI, you can create a dataset in Power BI desktop and publish the dataset to the Power BI service.

1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect AI and click "Connect"
2. Click "Sign in" and authenticate with your CData Connect AI account
3. After signing in, click "Connect"
4. Select tables in the Navigator dialog
5. Click Load to establish the connection to your UKG Pro HCM data from Power BI

6. Define any relationships between the selected entities on the Relationships tab.
7. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on UKG Pro HCM Data in the Power BI Service

Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:

1. Log in to PowerBI.com.
2. Click Workspaces and select a workspace.
3. Click Create and select Report.
4. Select the published dataset for the report.
5. Choose fields and visualizations to add to your report.

Live Access to UKG Pro HCM Data from Cloud Applications

Now you have a direct connection to live UKG Pro HCM data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating UKG Pro HCM data.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.