Visualize UKG Pro WFM Data from Tableau

With CData Drivers for UKG Pro WFM, you can use data access standards to unlock connectivity to business intelligence tools like Tableau. The CData API Driver for JDBC allows you to connect from Tableau on Windows and macOS. This article covers how to discover schemas and query UKG Pro WFM data data in real-time.

Connect to UKG Pro WFM in Tableau

Before starting Tableau, make sure you've placed the .jar file in the correct folder:

• Windows: C:\Program Files\Tableau\Drivers
• MacOS: ~/Library/Tableau/Drivers

Once your .jar file is in place, establishing a connection is straightforward.

1. Start Tableau.
2. Under To a Server, select More.
3. Select Other Databases (JDBC)
4. Enter the JDBC connection string in the URL field.

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.

Built-in Connection String Designer

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

From Windows:

java -jar 'C:\Program Files\CData\CData API Driver for JDBC\lib\cdata.jdbc.api.jar'

From MacOS:

java -jar cdata.jdbc.api.jar

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



When you configure 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.

The following is a sample URL created in the designer:

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. Select Sign in.

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select CData from the Schema pull-down menu.
3. Drag the table onto the join area. You can include multiple tables.

4. Select Update Now or Automatically Update. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). Automatically Update automatically reflects the changes in the preview area.
5. In the Connection menu, select the Live option, so that you skip loading a copy of the data into Tableau and instead work on real-time data.
6. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData Driver discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.

7. Click and drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
8. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.

Using the CData API Driver for JDBC with Tableau, you can easily create robust visualizations and reports on UKG Pro WFM data. Download a free, 30-day trial and get started today.