Publish Reports with UKG Pro WFM Data in SAP Crystal Reports

Crystal Reports has many options for offloading data processing to remote data; this enables real-time reporting. With the support for JDBC in Crystal Reports, the CData API Driver for JDBC brings this capability to Crystal Reports. This article shows how to create a report on UKG Pro WFM data that refreshes when you run the report.

Refer to the given table for the tools and their versions used in this article:

Deploy the JDBC Driver

Install the CData API Driver for JDBC by including the driver JAR in the Crystal Reports classpath: Add the full file path, including the .jar, to the paths in the ClassPath element under the DataDriverCommonElement.

The default location for the CRConfig.xml file is C:\Program Files (x86)\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\java — the path might be slightly different based on your installation. The driver JAR is located in the lib subfolder of the installation directory.

After you have added the JAR to the ClassPath, restart Crystal Reports.

Connect to UKG Pro WFM Data

After deploying the JDBC driver for UKG Pro WFM, you can use the Report Wizard to add UKG Pro WFM data to a new report.

1. Click File -> New -> Standard Report.
2. Expand the JDBC (JNDI) under Create New Connection and double-click Make a New Connection.
3. Create a connection string using CData API Driver for JDBC.

For assistance constructing the JDBC URL, use the connection string designer built into the UKG Pro WFM JDBC Driver. Double-click the JAR file or execute the jar file from the command line.

java -jar cdata.jdbc.api.jar

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.

Fill in the connection properties and copy the connection string to the clipboard.



When configuring the JDBC URL, 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.

4. In the wizard, enter the JDBC connection URL:

   
   jdbc:api: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;
   

5. Set the driver class name:

   
   cdata.jdbc.api.APIDriver
   

   
6. Select the tables needed in the report.
7. You can also link tables from the UKG Pro WFM data in SAP Crystal Reports. Click on NEXT after adding the links between tables.
8. After the tables are selected, select the fields you want displayed in the report from the selected table, followed by NEXT.
9. Select the "Group By" field to group the information on the report.
10. Sort the groups based on summarised totals and click on NEXT.

You can then configure grouping, sorting, and summaries. See the following section to use the aggregate and summary to create a chart.

Create a Chart

After selecting a column to group by, the Standard Report Creation Wizard presents the option to create a chart. Follow the steps below to create a chart aggregating the PersonNumber column's values.

1. In the Standard Report Creation Wizard, select the Bar Chart option and select the column you grouped by in the "On change of" menu.
2. In the Show Summary menu, select the summary you created.
3. Select filters and a template, as needed, to finish the wizard.

Select a template for the report to preview the finished report and view the chart populated with your data.

The Final Report

You can now see that the report contains all the fields initially specified.

Working with Remote Data

To ensure that you see updates to the data, click File and clear the "Save Data with Report" option. As you interact with the report, for example, drilling down to hidden details, Crystal Reports executes SQL queries to retrieve the data needed to display the report. To reload data you have already retrieved, refresh or rerun the report.

You can offload processing onto the driver by hiding details elements and enabling server-side grouping. To do this, you need to select a column to group by in the report creation wizard.

1. Click File -> Report Options and select the "Perform Grouping On Server" option.
2. Click Report -> Section Expert and select the Details section of your report. Select the "Hide (Drill-Down OK)" option.

When you preview your report with the hidden details, Crystal Reports executes a GROUP BY query. When you double-click a column in the chart to drill down to details, Crystal Reports executes a SELECT WHERE query that decreases load times by retrieving only the data needed.

At this point, you have created a SAP Crystal report built on top of live UKG Pro WFM data using SAP Crystal Reports and a CData JDBC Driver. Learn more about the CData API Driver for JDBC and download a free trial from the UKG Pro WFM JDBC Driver page. Let our Support Team know if you have any questions.