Explore Geographical Relationhips in Zoho CRM Data with Power Map

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Zoho CRM ODBC Driver

Zoho CRM ODBC ドライバーは、ODBC 接続をサポートする任意のアプリケーションからリアルタイムなZoho CRM アカウントデータに直接接続できるパワフルなツールです。標準のODBC ドライバーインタフェースを使用して、データベースのようにZoho CRM データにアクセスし、潜在顧客、連絡先、営業案件、アカウントなどの読み、書き、更新を実行できます。



Create data visualizations with Zoho CRM data in Power Map.

The CData ODBC Driver for Zoho CRM 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 CRM data into Excel and start generating location-based insights on Zoho CRM data in Power Map.

Create an ODBC Data Source for Zoho CRM

To connect to Zoho CRM data, your application will use connection properties defined in the data source name (DSN).

Below is a typical connection string:

AuthToken=2ad3b3e719f6bed7368e5e7e26e4f988;

You can configure the DSN in the built-in Microsoft ODBC Data Source Administrator. This is the last step of the driver installation. See the "Getting Started" chapter in the help documentation for a guide to use the Microsoft ODBC Data Source Administrator to create and configure a DSN for Zoho CRM data.

Import Zoho CRM 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 CRM data, see the "Using the ODBC Driver" section in the help documentation.

Geocode Zoho CRM Data

After importing the Zoho CRM data into an Excel spreadsheet or into PowerPivot, you can drag and drop Zoho CRM 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.