Create Datasets from UKG Pro HCM in Domo Workbench and Build Visualizations of UKG Pro HCM Data in Domo

Domo helps you manage, analyze, and share data across your entire organization, enabling decision makers to identify and act on strategic opportunities. Domo Workbench provides a secure, client-side solution for uploading your on-premise data to Domo. The CData ODBC Driver for UKG Pro HCM links Domo Workbench to operational UKG Pro HCM data. You can build datasets from UKG Pro HCM data using standard SQL queries in Workbench and then create real-time visualizations of UKG Pro HCM data in the Domo service.

The CData ODBC Drivers offer unmatched performance for interacting with live UKG Pro HCM data in Domo due to optimized data processing built into the driver. When you issue complex SQL queries from Domo to UKG Pro HCM, the driver pushes supported SQL operations, like filters and aggregations, directly to UKG Pro HCM and utilizes the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze UKG Pro HCM data using native Domo data types.

Connect to UKG Pro HCM as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

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.

After creating a DSN, you will need to create a dataset for UKG Pro HCM in Domo Workbench using the UKG Pro HCM DSN and build a visualization in the Domo service based on the dataset.

Build a Dataset for UKG Pro HCM Data

You can follow the steps below to build a dataset based on a table in UKG Pro HCM in Domo Workbench using the CData ODBC Driver for UKG Pro HCM.

1. Open Domo Workbench and, if you have not already, add your Domo service server to Workbench. In the Accounts submenu, click Add New, type in the server address (i.e., domain.domo.com) and click through the wizard to authenticate.
2. In the DataSet Jobs submenu, click Add New.
3. Name the dataset job (i.e., ODBC UKG Pro HCM UserDetails), select ODBC Connection Provider as the transport method, and click through the wizard.
4. In the newly created DataSet Job, navigate to Source and click to configure the settings.
5. Select System DSN for the Connection Type.
6. Select the previously configured DSN (CData API Sys) for the System DSN.
7. Click to validate the configuration.
8. Below the settings, set the Query to a SQL query:

   SELECT * FROM UserDetails

   NOTE: By connecting to UKG Pro HCM data using an ODBC driver, you simply need to know SQL in order to get your data, circumventing the need to know UKG Pro HCM-specific APIs or protocols.
9. Click preview.
10. Check over the generated schema, add any transformations, then save and run the dataset job.

With the dataset job run, the dataset will be accessible from the Domo service, allowing you to build visualizations, reports, and more based on UKG Pro HCM data.

Create Data Visualizations

With the DataSet Job saved and run in Domo Workbench, we are ready to build visualizations of the UKG Pro HCM data in the Domo service.

1. Navigate to the Data Center.
2. In the data warehouse, select the ODBC data source and drill down to our new dataset.
3. With the dataset selected, choose to create a visualization.
4. In the new card:
   • Drag a Dimension to the X Value.
   • Drag a Measure to the Y Value.
   • Choose a Visualization.
   

With the CData ODBC Driver for UKG Pro HCM, you can build custom datasets based on UKG Pro HCM data using only SQL in Domo Workbench and then build and share visualizations and reports through the Domo service.