Visualize Live UKG Pro HCM Data in Power BI (via CData Connect AI)

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 use CData Connect to create a live connection to UKG Pro HCM, connect to UKG Pro HCM data from Power BI and then create reports on UKG Pro HCM data in Power BI.

Configure UKG Pro HCM Connectivity for Power BI

Connectivity to UKG Pro HCM from Power BI is made possible through CData Connect AI. To work with UKG Pro HCM data from Power BI, 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 Power BI.

Query UKG Pro HCM Tables

Follow the steps below to build a query to pull UKG Pro HCM data into the report:

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

Create UKG Pro HCM Data Visualizations

After connecting to the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Select the dimensions and measures you wish to visualize along with the chart type.

Click Refresh to synchronize your report with any changes to the data.

Live Access to UKG Pro HCM Data from Data Applications

With CData Connect AI you have a direct connection to UKG Pro HCM data from Power BI. You can import more data, create new visualizations, build reports, and more — all without replicating UKG Pro HCM data.

To get SQL data access to hundreds of SaaS, Big Data, and NoSQL sources (including UKG Pro HCM) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect AI page and start a free trial.