Build an OLAP Cube in SSAS from Epicor Kinetic 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 Epicor Kinetic, you gain the capability to generate cubes from Epicor Kinetic 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 Epicor Kinetic 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 Epicor Kinetic

Start by creating a new Analysis Service Multidimensional and Data Mining Project in Visual Studio. Next, create a Data Source for Epicor Kinetic 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 Epicor Kinetic, enter the necessary connection properties, and click Next.

   To successfully connect to your ERP instance, you must specify the following connection properties:

   • Url:the URL of the server hosting your ERP instance. For example, https://myserver.EpicorSaaS.com
   • ERPInstance: the name of your ERP instance.
   • User: the username of your account.
   • Password: the password of your account.
   • Service: the service you want to retrieve data from. For example, BaqSvc.

   In addition, you may also set the optional connection properties:

   • ApiKey: An optional key that may be required for connection to some services depending on your account configuration.
   • ApiVersion: Defaults to v1. May be set to v2 to use the newer Epicor API.
   • Company: Required if you set the ApiVersion to v2.

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

The last step before you can process the project and deploy Epicor Kinetic 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 Epicor Kinetic 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 Epicor Kinetic.