Introduction

In this article we will delve deeper into Salesforce and SSAS integration, and will learn how to get report. We are continuing from where we left off. By this time, you must have installed ODBC PowerPack, created ODBC Data Source, and configured authentication settings in your Salesforce account .

So, let's not waste time and begin.

Use Query Builder to generate SQL query

1. The first thing you have to do is open Query Builder:

   

   ZappySys API Driver - Salesforce

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   SalesforceDSN

   

2. Then simply select the Get Report endpoint (action).

3. Continue by configuring the Required parameters. You can also set optional parameters too.

4. Move on by hitting Preview Data button to preview the results.

5. If you see the results you need, simply copy the generated query:

   Get Report

   Required Parameters
   Metrics	Select the value from the dropdown
   Optional Parameters
   Record Type	keywords
   State Filter
   Campaign Type
   Segment
   Report Date (yyyyMMdd)

   SELECT * FROM get_report
   WITH
   (
       "RecordType" = 'keywords',
       "ReportDate" = 'today',
       "Metrics" = 'abcd-1234-metrics'
   )

   

6. That's it! You can use this query in SSAS.

Let's not stop here and explore SQL query examples, including how to use them in Stored Procedures and Views (virtual tables) in the next steps.

SQL query examples

Use these SQL queries in your SSAS data source:

How to Get report

SELECT * FROM get_report
WITH
(
    "RecordType" = 'keywords',
    "ReportDate" = 'today',
    "Metrics" = 'abcd-1234-metrics'
)

Get Report in SSAS

1. Start by right-clicking on Data Source Views and then choosing New Data Source View...:

   

2. Select the previously created data source and click Next:

   

3. Ignore the Name Matching window and click Next.

4. Add the tables you will use in your SSAS cube:

   
   For cube dimensions, consider creating a Virtual Table in the Data Gateway's data source. Use the DISTINCT keyword in the SELECT statement to get unique values from the facts table, like this:

   SELECT DISTINCT Country FROM Customers

   For demonstration purposes we are using sample tables which may not be available in Salesforce.

5. Review your data source view and click Finish:

   

6. Add the missing table relationships and you're done!

   

More actions supported by Salesforce Connector

Learn how to perform other actions directly in SSAS with these how-to guides:

• Get Beta Report
• Get Profiles
• Test Connection
• Make Generic API Request
• Make Generic API Request (Bulk Write)

More integrations