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Dundas BI でZoho CRM Data に連携するダッシュボードを構築

ダイナミックダッシュボードを作成し、Dandus BI からZoho CRM data データを分析

CData ODBC Driver for Zoho CRM を使って、ODBC 経由でリアルタイムZoho CRM Data にアクセスして、さまざまなBI ツール、レポート作成ツール、およびETL ツールからシームレスに連携。 ここでは、一般的なODBC データプロバイダーとしてZoho CRM data に接続し、Dundas BI でZoho CRM data データのチャート、レポート、およびダッシュボードを作成する方法について説明します。

Zoho CRM Data への接続

  1. If you have not already done so, provide values for the required connection properties in the data source name (DSN).You can configure the DSN using the built-in Microsoft ODBC Data Source Administrator.This is also the last step of the driver installation.See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

    You will need to obtain an AuthToken to authenticate to Zoho CRM. You can generate an AuthToken on the Zoho CRM website or by calling the GetAuthToken stored procedure. Note that when you generate an AuthToken from Zoho CRM, you can only generate an AuthToken for your user account. You can generate AuthTokens for other user accounts by calling GetAuthToken.

    See the "Getting Started" chapter in the help documentation for a guide.

    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.

  2. Open the Dundas BI interface, open the menu, and click New Data Connector.
  3. Configure the Dundas BI Data Connector:
    • Name the Data Connector.
    • Select "ODBC generic" as the Data Provider.
    • Check the "Use System DSN" checkbox.
    • Select the appropriate System DSN.

ダッシュボードにZoho CRM Data を追加

You are now ready to create a dashboard with Zoho CRM data.

  1. Navigate to the Home page.
  2. Click Explore Data.
  3. Expand the appropriate Data Connector.
  4. Drag the relevant data from the Connector to the panel.
    • You can select an entire "table" to add, but you may need to remove Measures/Rows from the Metric Set to build an appropriate visualization.Alternatively, you can select only the fields you wish to include in the visualization.
    • With the fields selected, you can add any filters or conditions on the Measures and Rows, further customizing the visualization.
  5. Click Re-visualize from the menu bar and select the appropriate visualization for the data.
  6. Click Add To New Dashboard to add the visualization to a new dashboard.
  7. Configure the dashboard, creating dynamic visualizations of Zoho CRM data.
 
 
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