Visualize UKG Pro WFM Data in TIBCO Spotfire through ADO.NET

TIBCO Spotfire is a data visualization and business intelligence software developed by TIBCO Software Inc. It allows users to connect, visualize, and share insights from various data sources in real-time. Spotfire provides interactive dashboards, data analytics, and predictive analytics capabilities, enabling users to explore data, uncover trends, and make data-driven decisions. It is commonly used in businesses and organizations to analyze large datasets, gain valuable insights, and improve decision-making processes. Learn more at https://www.tibco.com/analytics.

In this article, we will guide you through the process of utilizing the CData ADO.NET Provider for UKG Pro WFM within TIBCO Spotfire. You will learn how to establish a connection and build a basic dashboard.

1. Add the CData ADO.NET data source by clicking Add Data Tables.
2. Click Add -> Database.
3. Select the provider and click Configure.
4. Define the connection settings. Below is a typical connection string:

   Profile=C:\profiles\UKGProWFM.apip;AuthScheme=OAuthPassword;ProfileSettings='Host=yourcompany.mykronos.com;User=your_username;Password=your_password;';OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;

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

   UKGProWFM API Profile Settings

   UKG Pro Workforce Management uses OAuth 2.0 with the Resource Owner Password Credentials grant (grant_type=password) to authorize access to the API. Unlike most OAuth-based profiles, this does not use a browser redirect/authorization-code step: the driver exchanges your UKG Pro WFM username, password, client ID, and client secret directly for an access token.

   Set the following connection properties to authenticate:

   • AuthScheme: Set this to OAuthPassword.
   • Host: Set this to the hostname of your UKG Pro Workforce Management datacenter/tenant (for example, yourcompany.mykronos.com). Do not include the protocol (https://) or a trailing slash.
   • OAuthClientId: Set this to the client ID issued for your UKG Pro Workforce Management OAuth application.
   • OAuthClientSecret: Set this to the client secret issued for your UKG Pro Workforce Management OAuth application.
   • User: Set this to your UKG Pro Workforce Management username.
   • Password: Set this to your UKG Pro Workforce Management password.

   Access tokens are obtained from https://{Host}/api/authentication/access_token. Refresh tokens issued by UKG Pro Workforce Management expire after 7 days; if a refresh attempt fails because the refresh token itself has expired, the driver must re-authenticate with your User/Password credentials to obtain a new access token.

   When you configure the connection, 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.

   
5. Select the tables that you want to add to the dashboard. This example uses Employees. You can also specify an SQL query. The driver supports the standard SQL syntax.
6. If you want to work with the live data, click the Keep Data Table External option. This option enables your dashboards to reflect changes to the data in real time.

   If you want to load the data into memory and process the data locally, click the Import Data Table option. This option is better for offline use or if a slow network connection is making your dashboard less interactive.

7. After adding tables, the Recommended Visualizations wizard is displayed. When you select a table, Spotfire uses the column data types to detect number, time, and category columns. This example uses UserName in the Numbers section and PersonNumber in the Categories section.

After adding several visualizations in the Recommended Visualizations wizard, you can make other modifications to the dashboard. For example, you can apply a filter: After clicking the Filter button, the available filters for each query are displayed in the Filters pane.