Use the OData Connector for ZohoBooks to Access Zoho Books データ in Microsoft PowerPivot

こんにちは！ウェブ担当の加藤です。マーケ関連のデータ分析や整備もやっています。

This article will explain how to use the OData Connector for ZohoBooks to provide Zoho Books データ as OData services and then consume the data in Microsoft Excel's PowerPivot business intelligence tool. Follow the steps below to retrieve Zoho Books データ in Power Pivot.

1. If you have not already connected successfully in the OData Connector for ZohoBooks administration console, see the "Getting Started" chapter in the help documentation for a guide.
2. In Excel, click the PowerPivot Window icon in the PowerPivot tab to open PowerPivot.
3. Click "From Other Data Sources". In the Table Import Wizard that is displayed, select the "Other Feeds" option in the "Data Feeds" section of the list.

4. Enter the OData URL of the CData OData Connector for ZohoBooks, http://localhost:8032/api.rsc.

   You will also need to add authentication options in this step. Click Advanced and set the Integrated Security option to Basic. You will need to enter the User Id and Password of a user who has access to the CData OData Connector for ZohoBooks.

5. Select which tables you want to import and click Finish.

You can now work with Zoho Books データ in Power Pivot.