Build an OLAP Cube in SSAS from Outlook Data

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Establish a connection to Outlook data data from SQL Server Analysis Services, and use the Outlook Data Provider to build OLAP cubes for use in analytics and reporting.

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 API Driver for ADO.NET, you gain the capability to generate cubes from Outlook 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 Outlook 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 Outlook

Start by creating a new Analysis Service Multidimensional and Data Mining Project in Visual Studio. Next, create a Data Source for Outlook 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 API Driver for ADO.NET, enter the necessary connection properties, and click Next.

    Using OAuth Authentication

    Microsoft Graph API uses OAuth 2.0 for authentication. You must register an application in the Microsoft Azure Portal to obtain OAuth credentials (Client ID and Client Secret).

    Obtaining OAuth Credentials

    1. Log in to the Azure Portal.
    2. Navigate to Azure Active Directory > App registrations.
    3. Click New registration to create a new application.
    4. Enter an application name and select the appropriate account types.
    5. Set the Redirect URI to your application's callback URL (e.g., http://localhost:33333 for desktop apps).
    6. Click Register to create the application.
    7. On the application overview page, copy the Application (client) ID - this is your OAuthClientId.
    8. Navigate to Certificates & secrets and create a new client secret.
    9. Copy the client secret value - this is your OAuthClientSecret.
    10. Navigate to API permissions and add the required Microsoft Graph API permissions:
      • Mail.Read - For accessing email messages
      • Contacts.Read - For accessing contacts
      • Calendars.Read - For accessing calendar events
      • Tasks.Read - For accessing To Do tasks
      • offline_access - For obtaining refresh tokens
    11. Click Grant admin consent to grant these permissions.

    Connecting with OAuth

    After setting the following connection properties, you are ready to connect:

    • AuthScheme: Set this to OAuth.
    • InitiateOAuth: Set this to GETANDREFRESH. The CData API Profile for Outlook will automatically walk through the OAuth process in order to obtain the access token.
    • OAuthClientId: Set this to the Application (client) ID from Azure Portal.
    • OAuthClientSecret: Set this to the client secret value from Azure Portal.
    • TenantId: Set this to your Azure AD tenant identifier (GUID or domain name like 'contoso.onmicrosoft.com').
    • CallbackURL: Set this to the Redirect URI you specified in your app registration (e.g., http://localhost:33333 for desktop apps).

    Example connection string

    Profile=C:\profiles\Outlook.apip;AuthScheme=OAuth;InitiateOAuth=GETANDREFRESH;OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;TenantId=your_tenant_id;CallbackUrl=http://localhost:33333;
    

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

The last step before you can process the project and deploy Outlook 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 Outlook data in your SSAS instance, ready to be analyzed, reported, and viewed. Get started with a free, 30-day trial of the CData API Driver for ADO.NET.

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