Create SSAS Tabular Models from Adobe Target Data

SQL Server Analysis Services (SSAS) is an analytical data engine used in decision support and business analytics. It provides enterprise-grade semantic data models for business reports and client applications, such as Power BI, Excel, Reporting Services reports, and other data visualization tools. When paired with the CData ODBC Driver for Adobe Target, you can create a tabular model from Adobe Target data for deeper and faster data analysis.

Create a Connection to Adobe Target Data

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

To connect to Adobe Target, you must provide the Tenant property along with OAuth connection properties mentioned below. Note that while other connection properties can influence processing behavior, they do not affect the ability to connect.

To determine your Tenant name:

1. Log in to Adobe Experience. The URL will look similar to: "https://experience.adobe.com/#/@mycompanyname/preferences/general-section".
2. Extract the value after the "/#/@". In this example, it is "mycompanyname".
3. Set the Tenant connection property to that value.

User Accounts (OAuth)

You must set AuthScheme to OAuthClient for all user account flows.

Note: Adobe authentication via OAuth requires updating your token every two weeks.

All Applications

CData provides an embedded OAuth application that simplifies OAuth authentication. Alternatively, you can create a custom OAuth application. Review Creating a Custom OAuth App in the Help documentation for more information.

Obtaining the OAuth Access Token

Set the following properties to connect:

• InitiateOAuth: Set to GETANDREFRESH to automatically perform the OAuth exchange and refresh the OAuthAccessToken as needed.
• OAuthClientId : Set to the client Id assigned when you registered your app.
• OAuthClientSecret : Set to the client secret assigned when you registered your app.
• CallbackURL : Set to the redirect URI defined when you registered your app. For example: https://localhost:3333

With these settings, the provider obtains an access token from Adobe Target, which it uses to request data. The OAuth values are stored in the location specified by OAuthSettingsLocation, ensuring they persist across connections.

Creating a Data Source for Adobe Target

Start by creating a new Analysis Services Tabular Project in Visual Studio. Ensure that you select a Compatibility Level of 1400 or higher in the Tabular model designer dialog. Next create a Data Source for Adobe Target in the project.

1. In the Tabular Model Explorer, right-click Data Sources and select "New Data Source"
2. Select "ODBC" from the Other tab and click "Connect" 👁 Selecting ODBC as the connector
   
3. Select the DSN you previously configured 👁 Selecting the DSN (Salesforce is shown)
   
4. Choose "Default or Custom" as the authentication option and click "Connect" 👁 Connecting to the DSN (Salesforce is shown)
   

Add Tables & Relationships

After creating the data source you are ready to import tables and define the relationships between the tables.

1. Right-click the new data source, click "Import New Tables" and select the tables to import 👁 Importing the tables (Salesforce is shown)
   
2. After importing the tables, right-click "Relationships" and click "Create Relationships"
3. Select table(s), and choose the foreign keys, cardinality, and filter direction 👁 Configuring relationships between tables (Salesforce is shown)
   

Create Measures

After importing the tables and defining the relationships, you are ready to create measures.

1. Select the column in the table for which you wish to create a measure
2. In the Extensions menu -> click "Columns" -> "AutoSum" and select your aggregation method 👁 Creating measures (Salesforce is shown)
   

Deploy the Model

Once you create measures, you are ready to deploy the model. Configure the target server and database by right-clicking the project found in the Solution Explorer and selecting "Properties." Configure the "Deployment Server" properties and click "OK."

👁 Configuring the deployment database

After configuring the deployment server, open the "Build" menu and click "Deploy Solution." You now have a tabular model for Adobe Target data in your SSAS instance, ready to be analyzed, reported, and viewed. Get started with a free, 30-day trial of the CData ODBC Driver for Adobe Target.