Create Reports from Zoho Books Data in Looker Studio

Looker Studio, formerly known as Google Data Studio, empowers users to craft customized reports featuring data visualizations that can be shared with clients while reflecting your brand identity. When combined with CData Connect Cloud, you gain immediate cloud-to-cloud access to Zoho Books data to create visualizations, dashboards, and more. This article provides step-by-step instructions on establishing a virtual database for Zoho Books and generating reports from Zoho Books data within Looker Studio.

CData Connect Cloud offers a seamless cloud-to-cloud interface tailored for Zoho Books, making it straightforward to construct reports directly from live Zoho Books data within Looker Studio without the need for data replication. As you create visualizations, Looker Studio generates queries to retrieve data. With its inherent optimized data processing capabilities, CData Connect Cloud efficiently channels all supported query operations, including filters, JOINs, and more, directly to Zoho Books. This leverages server-side processing to swiftly provide the requested Zoho Books data.

Configure Zoho Books Connectivity for Looker Studio

Connectivity to Zoho Books from Looker Studio is made possible through CData Connect Cloud. To work with Zoho Books data from Looker Studio, 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 Looker Studio.

Visualize Live Zoho Books Data from Looker Studio

The steps below outline connecting to CData Connect Cloud from Looker Studio to create a new Zoho Books data source and build a simple visualization from the data.

1. Log into Looker Studio, click data sources, create a new data source, and choose CData Connect Cloud Connector.
2. Click Authorize and allow access to your Google account.
3. Click Authorize to authenticate with your CData Connect Cloud instance
4. In the CData Connect Cloud Connector in Looker Studio select a Connection (e.g. ZohoBooks1) and click Next
5. Select a Table (e.g. INVOICES) or use a Custom Query and click Connect to continue
6. If needed, modify columns, click Create Report, and add the data source to the report.
7. Select a visualization style and add it to the report.
8. Select Dimensions and Measures to customize your visualization.

Live Access to Zoho Books Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live Zoho Books data from your Looker Studio workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Zoho Books data.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.