Visualize Live Zoho Books Data in Power BI (via CData Connect Cloud)

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect Cloud, you get access to Zoho Books data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to Zoho Books, connect to Zoho Books data from Power BI and then create reports on Zoho Books data in Power BI.

Configure Zoho Books Connectivity for Power BI

Connectivity to Zoho Books from Power BI is made possible through CData Connect Cloud. To work with Zoho Books data from Power BI, we start by creating and configuring a Zoho Books connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Zoho Books" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Zoho Books.

   Zoho Books uses the OAuth authentication standard. To authenticate using OAuth, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the OAuth section of the Getting Started guide in the Help documentation for an authentication guide.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Zoho Books Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Zoho Books data from Power BI.

Query Zoho Books Tables

Follow the steps below to build a query to pull Zoho Books data into the report:

1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect Cloud and click "Connect"
2. Click "Sign in" and authenticate with your CData Connect Cloud account
3. After signing in, click "Connect"
4. Select tables in the Navigator dialog
5. Click Load to establish the connection to your Zoho Books data from Power BI

Create Zoho Books Data Visualizations

After connecting to the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Select the dimensions and measures you wish to visualize along with the chart type.

Click Refresh to synchronize your report with any changes to the data.

Live Access to Zoho Books Data from Data Applications

With CData Connect Cloud you have a direct connection to Zoho Books data from Power BI. You can import more data, create new visualizations, build reports, and more — all without replicating Zoho Books data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources (including Zoho Books) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect page and start a free trial.