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DataBind Charts to Zoho CRM Data


Use the standard ADO.NET procedures for databinding to provide bidirectional access to Zoho CRM data from controls in the Visual Studio toolbox. This article demonstrates a graphical approach using wizards in Visual Studio, as well as how to databind with only a few lines of code.

DataBinding facilitates two-way interaction with data through UI controls. Using the CData ADO.NET Provider for Zoho CRM streamlines the process of binding Zoho CRM data to Windows Forms and Web controls within Visual Studio. In this article, we will demonstrate using wizards to establish a binding between Zoho CRM data and a chart that dynamically updates. Additionally, the code walk-through section will guide you through the creation of a chart using just 10 lines of code.

DataBind to a Chart

DataBinding consists of three steps: Instantiate the control, configure the data source, and databind.

Configure the Connection and Select Database Objects

To create a chart control and establish a connection to Zoho CRM, follow the steps outlined below using the Data Source Configuration Wizard. Within the wizard, you'll have the option to choose the specific Zoho CRM entities you wish to bind to.

  1. In a Windows Forms project, drag and drop a Chart control from the toolbox to the form. In the Data section of the Chart properties, select DataSource and then select Add Project Data Source from the menu.
  2. In the Data Source Configuration Wizard that appears, select Database -> Dataset.
  3. In the Choose Your Data Connection step, click New Connection.

  4. In the Add Connection dialog, click Change to select the CData Zoho CRM Data Source.

    The connector is already registered with Zoho CRM as an OAuth application. As such, OAuth Credentials are embedded by default. If you would prefer to use your own custom OAuth app, see the Custom Credentials section in the Help documentation.

    When you configure the connection, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

  5. Choose the database objects you want to work with. This example uses the Accounts table.

DataBind

After adding the data source and selecting database objects, you can bind the objects to the chart. This example assigns the x-axis to Account_Name and the y-axis to Annual_Revenue.

  1. In the Chart properties, click the button in the Series property to open the Series Collection Editor.
  2. In the Series properties, select the columns you want for the x- and y-axes: Select columns from the menu in the XValueMember and YValueMember properties.

The chart is now databound to the Zoho CRM data. Run the chart to display the current data.

Code Walk-through

DataBinding to Zoho CRM data requires only a few lines of code and can be completed in three easy steps.

  1. Connect to Zoho CRM.
  2. Create the ZohoCRMDataAdapter to execute the query and create a DataSet to be filled with its results.
  3. DataBind the result set to the chart.

Below is the complete code:

ZohoCRMConnection conn = new ZohoCRMConnection("InitiateOAuth=GETANDREFRESH"); ZohoCRMCommand comm = new ZohoCRMCommand("SELECT Account_Name, Annual_Revenue FROM Accounts", conn); ZohoCRMDataAdapter da = new ZohoCRMDataAdapter(comm); DataSet dataset = new DataSet(); da.Fill(dataset); chart1.DataSource = dataset; chart1.Series[0].XValueMember = "Account_Name"; chart1.Series[0].YValueMembers = "Annual_Revenue"; // Insert code for additional chart formatting here. chart1.DataBind();