Use Dash to Build to Web Apps on UKG Pro WFM Data

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Create Python applications that use pandas and Dash to build UKG Pro WFM-connected web apps.

The rich ecosystem of Python modules lets you get to work quickly and integrate your systems more effectively. With the CData API Driver for Python, the pandas module, and the Dash framework, you can build UKG Pro WFM-connected web applications for UKG Pro WFM data. This article shows how to connect to UKG Pro WFM with the CData Connector and use pandas and Dash to build a simple web app for visualizing UKG Pro WFM data.

With built-in, optimized data processing, the CData Python Connector offers unmatched performance for interacting with live UKG Pro WFM data in Python. When you issue complex SQL queries from UKG Pro WFM, the driver pushes supported SQL operations, like filters and aggregations, directly to UKG Pro WFM and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations).

Connecting to UKG Pro WFM Data

Connecting to UKG Pro WFM data looks just like connecting to any relational data source. Create a connection string using the required connection properties. For this article, you will pass the connection string as a parameter to the create_engine function.

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.

After installing the CData UKG Pro WFM Connector, follow the procedure below to install the other required modules and start accessing UKG Pro WFM through Python objects.

Install Required Modules

Use the pip utility to install the required modules and frameworks:

pip install pandas
pip install dash
pip install dash-daq

Visualize UKG Pro WFM Data in Python

Once the required modules and frameworks are installed, we are ready to build our web app. Code snippets follow, but the full source code is available at the end of the article.

First, be sure to import the modules (including the CData Connector) with the following:

import os
import dash
import dash_core_components as dcc
import dash_html_components as html
import pandas as pd
import cdata.api as mod
import plotly.graph_objs as go

You can now connect with a connection string. Use the connect function for the CData UKG Pro WFM Connector to create a connection for working with UKG Pro WFM data.

cnxn = mod.connect("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;")

Execute SQL to UKG Pro WFM

Use the read_sql function from pandas to execute any SQL statement and store the result set in a DataFrame.

df = pd.read_sql("SELECT PersonNumber, UserName FROM Employees WHERE PersonId = '12345'", cnxn)

Configure the Web App

With the query results stored in a DataFrame, we can begin configuring the web app, assigning a name, stylesheet, and title.

app_name = 'dash-apiedataplot'

external_stylesheets = ['https://codepen.io/chriddyp/pen/bWLwgP.css']

app = dash.Dash(__name__, external_stylesheets=external_stylesheets)
app.title = 'CData + Dash'

Configure the Layout

The next step is to create a bar graph based on our UKG Pro WFM data and configure the app layout.

trace = go.Bar(x=df.PersonNumber, y=df.UserName, name='PersonNumber')

app.layout = html.Div(children=[html.H1("CData Extension + Dash", style={'textAlign': 'center'}),
	dcc.Graph(
		id='example-graph',
		figure={
			'data': [trace],
			'layout':
			go.Layout(title='UKG Pro WFM Employees Data', barmode='stack')
		})
], className="container")

Set the App to Run

With the connection, app, and layout configured, we are ready to run the app. The last lines of Python code follow.

if __name__ == '__main__':
    app.run_server(debug=True)

Now, use Python to run the web app and a browser to view the UKG Pro WFM data.

python api-dash.py
UKG Pro WFM data in a Dash web app (Salesforce is shown).

Free Trial & More Information

Download a free, 30-day trial of the CData API Driver for Python to start building Python apps with connectivity to UKG Pro WFM data. Reach out to our Support Team if you have any questions.



Full Source Code

import os
import dash
import dash_core_components as dcc
import dash_html_components as html
import pandas as pd
import cdata.api as mod
import plotly.graph_objs as go

cnxn = mod.connect("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;")

df = pd.read_sql("SELECT PersonNumber, UserName FROM Employees WHERE PersonId = '12345'", cnxn)
app_name = 'dash-apidataplot'

external_stylesheets = ['https://codepen.io/chriddyp/pen/bWLwgP.css']

app = dash.Dash(__name__, external_stylesheets=external_stylesheets)
app.title = 'CData + Dash'
trace = go.Bar(x=df.PersonNumber, y=df.UserName, name='PersonNumber')

app.layout = html.Div(children=[html.H1("CData Extension + Dash", style={'textAlign': 'center'}),
	dcc.Graph(
		id='example-graph',
		figure={
			'data': [trace],
			'layout':
			go.Layout(title='UKG Pro WFM Employees Data', barmode='stack')
		})
], className="container")

if __name__ == '__main__':
    app.run_server(debug=True)

Ready to get started?

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