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Sisense でリアルタイム Zoho Books データを連携してビジュアライズ

リアルタイムZoho Books へのデータ連携が可能なSisense ElastiCube を作成します。

Sisense を使用すると、データを結合、分析、および描画して、よりインテリジェントなビジネス上の意思決定を行い、効果的な戦略を立てることができます。CData JDBC Driver for Zoho Books を使用すると、Sisense からリアルタイムZoho Books を簡単に連携できます。ここでは、service に連携するElastiCube を作成し、ElastiCube を使用してSisense でZoho Books をビジュアライズする方法を説明します。

Zoho Books への接続を設定

Before creating the ElastiCube, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CDatat\CData JDBC Driver for Zoho Books\lib) or copy the jar file (cdata.jdbc.zohobooks.ZohoBooks.jar) to a new folder in the Sisense JDBC driver directory (typically C:\ProgramData\Sisense\DataConnectors\jdbcdrivers).

  1. In the Data page of the Sisense application, create a new ElastiCube (or open an existing one).
  2. In the Model Editor, click "+ Data" to open the Add Data dialog box.
  3. Click Generic JDBC to open the JDBC settings.
  4. Set the connection string property to the JDBC URL for Zoho Books, adding required properties.

    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.

    ビルトイン接続文字列デザイナー

    For assistance in constructing the JDBC URL, use the connection string designer built into the Zoho Books JDBC Driver.Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.zohobooks.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    When you configure the JDBC URL, 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.

    A typical example follows:

    jdbc:zohobooks:OAuthClientId=MyOAuthClientId;OAuthClientSecret=myOAuthClientSecret;CallbackURL=https://localhost:33333;OrganizationId=MyOrganizationId;InitiateOAuth=REFRESH
  5. Set the JDBC JARs folder property to the location of the CData JDBC Driver JAR file (see above).
  6. Set the driver's class name to the class name for the JDBC Driver: cdata.jdbc.zohobooks.ZohoBooksDriver
  7. Leave the username and password properties blank.
  8. Click Next.

ElastiCube にZoho Books Data を追加

Once you are connected to Zoho Books, you can add views to your ElastiCubes.

  1. From the Tables list, select the tables and/or views you wish to work with.
  2. (Optional) Click "+" to customize the data you want to import with SQL.
  3. Click Done.
  4. Click Build to build the ElastiCube for analytics.

Zoho Books Data を視覚化

With Zoho Books tables added to your ElastiCube, you can perform analytics on your Zoho Books data.

  1. Navigate to the Analytics page of the Sisense application
  2. Select a Dashboard (or create a new one)
  3. Select your Data Source and click Create
  4. Click "+ Select Data" and choose fields to add to your visualization.

With the CData JDBC Driver for Zoho Books, you can access live Zoho Books data right in Sisense for powerful visualization and analytics.Download a free, 30-day trial and start working with Zoho Books data in Sisense today!

 
 
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