Create SSAS Tabular Models from Klipfolio 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 API Driver for ODBC, you can create a tabular model from Klipfolio data for deeper and faster data analysis.

Create a Connection to Klipfolio 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.

Start by setting the Profile connection property to the location of the Klipfolio Profile on disk (e.g. C:\profiles\Klipfolio.apip). Next, set the ProfileSettings connection property to the connection string for Klipfolio (see below).

Klipfolio API Profile Settings

In order to authenticate to Klipfolio, you'll need to provide your API Key. You can generate an API key from the Klipfolio Dashboard app through either the My Profile page or from Users if you are an administrator (you must have the user.manage permission). Set the API Key in the ProfileSettings property to connect.

Creating a Data Source for Klipfolio

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 Klipfolio 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."

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