Build an OLAP Cube in SSAS from Procore 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 API Driver for ADO.NET, you gain the capability to generate cubes from Procore 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 Procore 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 Procore

Start by creating a new Analysis Service Multidimensional and Data Mining Project in Visual Studio. Next, create a Data Source for Procore 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.

   Start by setting the Profile connection property to the location of the Procore Profile on disk (e.g. C:\profiles\Procore.apip). Next, set the ProfileSettings connection property to the connection string for Procore (see below).

   Procore API Profile Settings

   To authenticate to Procore, and connect to your own data or to allow other users to connect to their data, you can use the OAuth standard.

   First, you will need to register an OAuth application with Procore. You can do so by logging to your Developer Account and going to Create New App. Follow all necessary steps to register your app. First you will need to create a new version of Sandbox Manifest and then promote it to Production in order to get your Production Crendentials. Your Oauth application will be assigned a client id and a client secret.

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

   • AuthScheme: Set this to OAuth.
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
   • OAuthClientId: Set this to the client_id that is specified in you app settings.
   • OAuthClientSecret: Set this to the client_secret that is specified in you app settings.
   • CallbackURL: Set this to the Redirect URI that is specified in your app settings

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

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