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Build an OLAP Cube in SSAS from EDGAR Online Data

Connect to EDGAR Online data in an Analysis Services project using the EDGAR Online Data Provider and build OLAP cubes for use in analytics, reporting, and more.

SQL Server Analysis Services (SSAS) is an analytical data engine used in decision support and business analytics. It provides enterprise-grade semantic data models for business reports and client applications, such as Power BI, Excel, Reporting Services reports, and other data visualization tools. When paired with the CData ADO.NET Provider for EDGAR Online, you can create cubes from EDGAR Online data for deeper and faster data analysis.

This article walks through creating an Analysis Services project in Visual Studio to build and deploy a multi-dimensional model of EDGAR Online data. You will need to have an accessible SSAS instance and the ADO.NET Provider installed.

Creating a Data Source for EDGAR Online

Start by creating a new Analysis Service Multidimensional and Data Mining Project in Visual Studio. Next, create a Data Source for EDGAR Online 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 EDGAR Online, enter the necessary connection properties, and click Next.
    1. Navigate to https://developer.edgar-online.com/ and create an account.
    2. Register a new application and retrieve the AppKey. You should select one of the available Web APIs this application will use like HackPack, Insider Trades or Institutional Ownership.
      Note: HackPack is the most important Web API that an application can use since it supports a large number of endpoints. If you are getting the "Access Denied" error you must create a new app and select the correct Web API which supports the resource you are querying.
    3. After successfully creating a new app, you can access your keys through your "my account" area. Set the AppKey connection property value equal to the Key of your application.

    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 EDGAR Online 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 EDGAR Online Source) and click Next.
  3. Choose a foreign key match pattern that matches your underlying data source and click Next.
  4. Select EDGAR Online 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 EDGAR Online

The last step before you can process the project and deploy EDGAR Online 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 EDGAR Online 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 EDGAR Online.