Analyze Procore Data in SAP Analytics Cloud

SAP Analytics Cloud is a cloud-based business intelligence platform. The CData Connect Server creates a virtual database for Procore and can be used to generate an OData API (natively consumable in Analytics Cloud) for Procore. By pairing SAP Analytics Cloud with the CData Connect Server, you get direct connectivity to all of your SaaS and cloud-based Big Data and NoSQL sources — no need to migrate your data or write your integrations. Simply connect to Connect Server as you would any other OData service and get instant, consolidated access to all of your data.

In this article, we walk through connecting to Procore in Connect Server and connecting to Connect Server from Analytics Cloud to create a model and build a simple dashboard.

Configure Connect Server to Connect to Procore

To connect to Procore data from SAP Analytics Cloud, you need to configure Procore access from your Connect Server instance. This means creating a user, connecting to Procore, adding OData endpoints, and (optionally) configuring CORS.

Add a Connect Server User

Create a User to connect to Procore from Analytics Cloud through Connect Server.

1. Click Users -> Add
2. Configure a User
3. Click Save Changes and make note of the Authtoken for the new user

Connect to Procore from Connect Server

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Open Connect Server and click Connections
2. Select "Procore" from Available Data Sources
3. Enter the necessary authentication properties to connect to Procore.

   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
4. Click Save Changes
5. Click Privileges -> Add, and add the new user (or an existing user) with the appropriate permissions (SELECT is all that is required for Reveal)

Add Procore OData Endpoints in Connect Server

After connecting to Procore, create OData Endpoint for the desired table(s).

1. Click OData -> Tables -> Add Tables
2. Select the Procore database
3. Select the table(s) you wish to work with and click Next
4. (Optional) Edit the resource to select specific fields and more
5. Save the settings

(Optional) Configure Cross-Origin Resource Sharing (CORS)

When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in OData -> Settings.

• Enable cross-origin resource sharing (CORS): ON
• Allow all domains without '*': ON
• Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
• Access-Control-Allow-Headers: Authorization

Save the changes to the settings.

Create a Model of Procore Data in SAP Analytics Cloud

With the connection to Procore configured and the OData endpoint(s) created, we can create a Model for Procore data in SAP Analytics Cloud.

1. Log into your Analytics Cloud instance and click Create -> Model from the menu.
2. Choose "Get data from a datasource" and select "OData Services"
3. Choose an existing connection to your Connect Server OData or Create a new one:
   • Set "Connection Name"
   • Set "Data Service URL" to the Base URL for your OData API (typically: CONNECT_SERVER_URL/api.rsc)
   • Set "Authentication Type" to Basic Authentication
   • Set "User Name" to the Connect Server user you configured earlier
   • Set "Password" to the Authtoken for the above user
4. Choose "Create a new query" and click Next
5. Name the Query, select an OData endpoint (like apidb_Companies) and click Next
6. Drag the columns you wish to work with into the Selected Data workspace and click Create
7. At this point, a Draft Data source is created; click the draft to finalize the model
8. Perform any transformations, including creating calculated dimensions, location dimensions, and combining data sources, then click Create Model
9. Name your model and click OK

Build a Dashboard in SAP Analytics Cloud

With the model created, you are ready to create a dashboard in SAP Analytics Cloud based on Procore data.

1. From the menu, click Create -> Story
2. Click an SAP Analytics Template (this article uses the "Dashboard" template)
3. Choose a layout and click Apply
4. From the More menu, select a visualization to insert (Chart)
5. Select a model to visualize
6. Select a structure and the required Measures and Dimensions
7. Save the story

More Information & Free Trial

Now, you have created a simple but powerful dashboard from live Procore data. For more information on creating OData feeds from Procore (and more than 200 other data sources), visit the Connect Server page. Sign up for a free trial and start working with live Procore data in SAP Analytics Cloud.