Build an OLAP Cube in SSAS from Salesforce Pardot Data

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Establish a connection to Salesforce Pardot data data from SQL Server Analysis Services, and use the Salesforce Pardot 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 ADO.NET Provider for Salesforce Pardot, you gain the capability to generate cubes from Salesforce Pardot 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 Salesforce Pardot 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 Salesforce Pardot

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

    Salesforce Pardot supports connecting through API Version, Username, Password and User Key.

    • ApiVersion: The Salesforce Pardot API version which the provided account can access. Defaults to 4.
    • User: The Username of the Salesforce Pardot account.
    • Password: The Password of the Salesforce Pardot account.
    • UserKey: The unique User Key for the Salesforce Pardot account. This key does not expire.
    • IsDemoAccount (optional): Set to TRUE to connect to a demo account.

    Accessing the Pardot User Key

    The User Key of the current account may be accessed by going to Settings -> My Profile, under the API User Key row.

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

The last step before you can process the project and deploy Salesforce Pardot 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 Salesforce Pardot 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 Salesforce Pardot.