Salesforce Connector for SSAS How to Test Connection

Introduction

In this article we will delve deeper into Salesforce and SSAS integration, and will learn how to test connection. 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
    Amazon Ads Connector can be used to get Amazon advertisements using Amazon Advertisements API, download various advertisement-related reports.
    SalesforceDSN
    Open Query Builder in API ODBC Driver to read and write data to REST API
  2. Then simply select the Test Connection 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:

    Test Connection
    This Endpoint has no parameters.
    SELECT * FROM test_connection
    Query Builder
  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 Test connection

SELECT * FROM test_connection

Test Connection in SSAS

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

    Create new data source view in SSAS to read API data
  2. Select the previously created data source and click Next:

    Connect to ZappySys Data Gateway in SSAS to read API data
  3. Ignore the Name Matching window and click Next.

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

    Select tables to read API data in 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:

    Successful data source view creation in SSAS
  6. Add the missing table relationships and you're done!

    Create additional table relationships in SSAS to read API data

More actions supported by Salesforce Connector

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

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