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URL: https://www.cdata.com/kb/tech/intacct-odbc-ssas-tabular.rst

⇱ Create SSAS Tabular Models from Sage Intacct Data

Create SSAS Tabular Models from Sage Intacct Data

👁 Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
How to build a SQL Server Analysis Service Tabular Model from Sage Intacct data using CData drivers.

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 Sage Intacct, you can create a tabular model from Sage Intacct data for deeper and faster data analysis.

Create a Connection to Sage Intacct 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 using the Login method, the following connection properties are required: User, Password, CompanyId, SenderId and SenderPassword.

User, Password, and CompanyId are the credentials for the account you wish to connect to.

SenderId and SenderPassword are the Web Services credentials assigned to you by Sage Intacct.

About Sage Intacct Data Integration

CData provides the easiest way to access and integrate live data from Sage Intact. Customers use CData connectivity to:

  • Access Sage Intacct without worrying about API updates or changes.
  • Access custom objects and fields in Sage Intacct with no extra configuration steps involved.
  • Write data back to Sage Intacct using embedded Web Services credentials with Basic authentication.
  • Use SQL stored procedures to perform functional operations like approving or declining vendors, inserting engagements, and creating or deleting custom objects or fields.

Users frequently integrate Sage Intact with analytics tools such as Tableau, Power BI, and Excel, and leverage our tools to replicate Workday data to databases or data warehouses.

To learn about how other customers are using CData's Sage Intacct solutions, check out our blog: Drivers in Focus: Accounting Connectivity.


Getting Started


Creating a Data Source for Sage Intacct

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 Sage Intacct 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 Sage Intacct 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 Sage Intacct.

Ready to get started?

Download a free trial of the Sage Intacct ODBC Driver to get started:

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👁 Sage Intacct Icon
Sage Intacct ODBC Driver

The Sage Intacct ODBC Driver is a powerful tool that allows you to connect with live data from Sage Intacct, directly from any applications that support ODBC connectivity.

Access Sage Intacct data like you would a database - read, write, and update Sage Intacct Contacts, Invoices, Transactions, Vendors, etc. through a standard ODBC Driver interface.