Create SSAS Tabular Models from JD Edwards Data

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 ODBC Driver for JD Edwards, you can create a tabular model from JD Edwards data for deeper and faster data analysis.

Create a Connection to JD Edwards Data

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.

The driver connects to JD Edwards through your Application Interface Services (AIS) Server. Set the following connection properties:

• URL: The base HTTPS URL of your AIS Server (e.g., https://jde-ais.example.com:8300).
• User: Your JD Edwards username.
• Password: Your JD Edwards password.
• Environment (optional): The JD Edwards environment to use (e.g., PD920 for production or DV920 for development). If not specified, the AIS Server's default environment is used.
• Role (optional): The JD Edwards role for the session. If not specified, the AIS Server's default role is used.
• DeviceName (optional): An identifier for the connecting device or application, used for auditing and logging on the AIS Server.
• Jasserver (optional): The specific Java Application Server (JAS) instance to route requests through, useful in clustered environments.

Choosing Which Data Is Exposed

JD Edwards organizes tables and business views by System Code, and the driver exposes each System Code as its own schema. Use these properties to control which schemas are available:

• DataModel: One or more ERP modules (comma-separated) whose System Codes are exposed as schemas, or All to expose every System Code in the connected instance. Defaults to FinancialManagement.
• SystemCodes: A comma-separated list of additional System Codes to expose alongside those from DataModel (e.g., 42,43).

When you connect, the driver sends your credentials to the AIS Server to obtain a session token and caches it. The driver requests a new token automatically before the session expires.

Creating a Data Source for JD Edwards

Start by creating a new Analysis Services Tabular Project in Visual Studio. Ensure that you select a Compatibility Level of 1400 or higher in the Tabular model designer dialog. Next create a Data Source for JD Edwards in the project.

1. In the Tabular Model Explorer, right-click Data Sources and select "New Data Source"
2. Select "ODBC" from the Other tab and click "Connect"
3. Select the DSN you previously configured
4. Choose "Default or Custom" as the authentication option and click "Connect"

Add Tables & Relationships

After creating the data source you are ready to import tables and define the relationships between the tables.

1. Right-click the new data source, click "Import New Tables" and select the tables to import
2. After importing the tables, right-click "Relationships" and click "Create Relationships"
3. Select table(s), and choose the foreign keys, cardinality, and filter direction

Create Measures

After importing the tables and defining the relationships, you are ready to create measures.

1. Select the column in the table for which you wish to create a measure
2. In the Extensions menu -> click "Columns" -> "AutoSum" and select your aggregation method

Deploy the Model

Once you create measures, you are ready to deploy the model. Configure the target server and database by right-clicking the project found in the Solution Explorer and selecting "Properties." Configure the "Deployment Server" properties and click "OK."

After configuring the deployment server, open the "Build" menu and click "Deploy Solution." You now have a tabular model for JD Edwards data in your SSAS instance, ready to be analyzed, reported, and viewed. Get started with a free, 30-day trial of the CData ODBC Driver for JD Edwards.