Build an OLAP Cube in SSAS from Act CRM Data

SQL Server Analysis Services (SSAS) serves as an analytical data engine employed in decision support and business analytics, offering high-level semantic data models for business reports and client applications like Power BI, Excel, Reporting Services reports, and various data visualization tools. When coupled with the CData ADO.NET Provider for Act CRM, you gain the capability to generate cubes from Act CRM data, facilitating more profound and efficient data analysis.

In this article, we will guide you through the process of developing and deploying a multi-dimensional model of Act CRM data by creating an Analysis Services project in Visual Studio. To proceed, ensure that you have an accessible SSAS instance and have installed the ADO.NET Provider.

Creating a Data Source for Act CRM

Start by creating a new Analysis Service Multidimensional and Data Mining Project in Visual Studio. Next, create a Data Source for Act CRM data in the project.

1. In the Solution Explorer, right-click Data Source and select New Data Source.
2. Opt to create a data source based on an existing or new connection and click New.
3. In the Connection Manager, select CData ADO.NET Provider for Act CRM, enter the necessary connection properties, and click Next.

   The User and Password properties, under the Authentication section, must be set to valid Act! user credentials. In addition to the authentication values, see the following:

   • Connecting to Act! Premium

     In addition to the authentication values, the URL to Act! is also required; for example https://eup1-iis-04.eu.hosted.act.com/.

     Additionally, you must specify the ActDatabase you will connect to. This is found by going to the About Act! Premium menu of your account, at the top right of the page, in the ? menu. Use the Database Name in the window that appears.

   • Connecting to Act! Premium Cloud

     To connect to your Act! Premium Cloud account, you also need to specify the ActCloudName property. This property is found in the URL address of the Cloud account; for example https://eup1-iis-04.eu.hosted.act.com/ActCloudName/.

   Note that retrieving ActCRM metadata can be expensive. It is advised that you set the CacheMetadata property to store the metadata locally.

   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.

4. Set the impersonation method to Inherit and click Next.
5. Name the data source (CData Act CRM Source) and click Finish.

Creating a Data Source View

After you create the data source, create the data source view.

1. In the Solution Explorer, right-click Data Source Views and select New Data Source View.
2. Select the data source you just created (CData Act CRM Source) and click Next.
3. Choose a foreign key match pattern that matches your underlying data source and click Next.
4. Select Act CRM tables to add to the view and click Next.
5. Name the view and click Finish

Based on the foreign key match scheme, relationships in the underlying data will be automatically detected. You can view (and edit) these relationships by double clicking Data Source View.

Note that adding a secondary data source to the Data Source View is not supported. When working with multiple data sources, SSAS requires both sources to support remote queries via OpenRowset which is unavailable in the ADO.NET Provider.

Creating a Cube for Act CRM

The last step before you can process the project and deploy Act CRM data to SSAS is creating the cubes.

1. In the Solution Explorer, right-click Cubes and select New Cube
2. Select "Use existing tables" and click Next.
3. Select the tables that will be used for measure group tables and click Next.
4. Select the measures you want to include in the cube and click Next.
5. Select the dimensions to be created, based on the available tables, and click Next.
6. Review all of your selections and click Finish.

Process the Project

With the data source, data source view, and cube created, you are ready to deploy the cube to SSAS. To configure the target server and database, right-click the project and select properties. Navigate to deployment and configure the Server and Database properties in the Target section.

After configuring the target server and database, right-click the project and select Process. You may need to build and deploy the project as a part of this step. Once the project is built and deployed, click Run in the Process Database wizard.

Now you have an OLAP cube for Act CRM data in your SSAS instance, ready to be analyzed, reported, and viewed. Get started with a free, 30-day trial of the CData ADO.NET Provider for Act CRM.