Explore Geographical Relationships in PingOne Data with Power Map

The CData ODBC Driver for PingOne is easy to set up and use with self-service analytics solutions like Power BI: Microsoft Excel provides built-in support for the ODBC standard. This article shows how to load the current PingOne data into Excel and start generating location-based insights on PingOne data in Power Map.

Create an ODBC Data Source for PingOne

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.

To connect to PingOne, configure these properties:

• : The region where the data for your PingOne organization is being hosted.
• : The type of authentication to use when connecting to PingOne.
• Either (required when using the default PingOne domain) or , configured as described below.

Configuring WorkerAppEnvironmentId

is the ID of the PingOne environment in which your Worker application resides. This parameter is used only when the environment is using the default PingOne domain (auth.pingone). It is configured after you have created the custom OAuth application you will use to authenticate to PingOne, as described in Creating a Custom OAuth Application in the Help documentation.

First, find the value for this property:

1. From the home page of your PingOne organization, move to the navigation sidebar and click Environments.
2. Find the environment in which you have created your custom OAuth/Worker application (usually Administrators), and click Manage Environment. The environment's home page displays.
3. In the environment's home page navigation sidebar, click Applications.
4. Find your OAuth or Worker application details in the list.
5. Copy the value in the Environment ID field. It should look similar to:
   

   WorkerAppEnvironmentId='11e96fc7-aa4d-4a60-8196-9acf91424eca'

Now set to the value of the Environment ID field.

Configuring AuthorizationServerURL

is the base URL of the PingOne authorization server for the environment where your application is located. This property is only used when you have set up a custom domain for the environment, as described in the PingOne platform API documentation. See Custom Domains.

Authenticating to PingOne with OAuth

PingOne supports both OAuth and OAuthClient authentication. In addition to performing the configuration steps described above, there are two more steps to complete to support OAuth or OAuthCliet authentication:

• Create and configure a custom OAuth application, as described in Creating a Custom OAuth Application in the Help documentation.
• To ensure that the driver can access the entities in Data Model, confirm that you have configured the correct roles for the admin user/worker application you will be using, as described in Administrator Roles in the Help documentation.
• Set the appropriate properties for the authscheme and authflow of your choice, as described in the following subsections.

OAuth (Authorization Code grant)

Set to OAuth.

Desktop Applications

Get and Refresh the OAuth Access Token

After setting the following, you are ready to connect:

• : GETANDREFRESH. To avoid the need to repeat the OAuth exchange and manually setting the each time you connect, use .
• : The Client ID you obtained when you created your custom OAuth application.
• : The Client Secret you obtained when you created your custom OAuth application.
• : The redirect URI you defined when you registered your custom OAuth application. For example: https://localhost:3333

When you connect, the driver opens PingOne's OAuth endpoint in your default browser. Log in and grant permissions to the application. The driver then completes the OAuth process:

1. The driver obtains an access token from PingOne and uses it to request data.
2. The OAuth values are saved in the location specified in , to be persisted across connections.

The driver refreshes the access token automatically when it expires.

For other OAuth methods, including Web Applications, Headless Machines, or Client Credentials Grant, refer to the Help documentation.

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.

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.

Import PingOne Data into Excel

You can import data into Power Map either from an Excel spreadsheet or from Power Pivot. For a step-by-step guide to use either method to import PingOne data, see the "Using the ODBC Driver" section in the help documentation.

Geocode PingOne Data

After importing the PingOne data into an Excel spreadsheet or into PowerPivot, you can drag and drop PingOne entities in Power Map. To open Power Map, click any cell in the spreadsheet and click Insert -> Map.

In the Choose Geography menu, Power Map detects the columns that have geographic information. In the Geography and Map Level menu in the Layer Pane, you can select the columns you want to work with. Power Map then plots the data. A dot represents a record that has this value. When you have selected the geographic columns you want, click Next.

👁 A map showing dots for represented states. (Salesforce is shown.)

Select Measures and Categories

You can then simply select columns: Measures and categories are automatically detected. The available chart types are Stacked Column, Clustered Column, Bubble, Heat Map, and Region.

👁 A stacked column chart. (Salesforce is shown.)