Explore Geographical Relationships in Zoho Inventory Data with Power Map

The CData ODBC Driver for Zoho Inventory is easy to set up and use with self-service analytics solutions like Power BI: Microsoft Excel provides built-in support for the ODBC standard. This article shows how to load the current Zoho Inventory data into Excel and start generating location-based insights on Zoho Inventory data in Power Map.

Create an ODBC Data Source for Zoho Inventory

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.

In order to connect to Zoho Inventory, set the following connection properties:

• OrganizationId: set this to the ID associated with your specific Zoho Inventory organization
• InitiateOAuth: set the to "GETANDREFRESH"
• AccountsServer (Optional): set this full Account Server URL (only when manually refreshing the OAuth token)

The connectors use OAuth to authenticate with Zoho Inventory. For more information, refer to the Getting Started section of the Help documentation.

When you configure the DSN, 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.

When you configure the DSN, 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.

Import Zoho Inventory Data into Excel

You can import data into Power Map either from an Excel spreadsheet or from Power Pivot. For a step-by-step guide to use either method to import Zoho Inventory data, see the "Using the ODBC Driver" section in the help documentation.

Geocode Zoho Inventory Data

After importing the Zoho Inventory data into an Excel spreadsheet or into PowerPivot, you can drag and drop Zoho Inventory entities in Power Map. To open Power Map, click any cell in the spreadsheet and click Insert -> Map.

In the Choose Geography menu, Power Map detects the columns that have geographic information. In the Geography and Map Level menu in the Layer Pane, you can select the columns you want to work with. Power Map then plots the data. A dot represents a record that has this value. When you have selected the geographic columns you want, click Next.

Select Measures and Categories

You can then simply select columns: Measures and categories are automatically detected. The available chart types are Stacked Column, Clustered Column, Bubble, Heat Map, and Region.