Create Reports from Talkdesk 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 AI, you gain immediate cloud-to-cloud access to Talkdesk data to create visualizations, dashboards, and more. This article provides step-by-step instructions on establishing a virtual database for Talkdesk and generating reports from Talkdesk data within Looker Studio.

CData Connect AI offers a seamless cloud-to-cloud interface tailored for Talkdesk, making it straightforward to construct reports directly from live Talkdesk 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 AI efficiently channels all supported query operations, including filters, JOINs, and more, directly to Talkdesk. This leverages server-side processing to swiftly provide the requested Talkdesk data.

Configure Talkdesk Connectivity for Looker Studio

Connectivity to Talkdesk from Looker Studio is made possible through CData Connect AI. To work with Talkdesk data from Looker Studio, we start by creating and configuring a Talkdesk connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Talkdesk" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Talkdesk.

   Talkdesk uses the OAuth 2.0 Client Credentials grant. There is no browser-based authorization step and no callback URL.

   Set the following connection properties:

   • AccountName: The name of your Talkdesk account.
   • Region: The region where your Talkdesk instance is deployed. Supported values are US (default), EU, CA, AU, UK, and FedRamp.
   • OAuthClientId: The Client Id assigned when you registered your custom OAuth application.
   • OAuthClientSecret: The Client Secret assigned to your custom OAuth application.

   Creating a Custom OAuth Application

   1. Log in to your Talkdesk account and select OAuth Clients from the navigation menu.
   2. Click Create OAuth Client and give the client a descriptive name.
   3. Set Grant Type to Client Credentials.
   4. Click Add scopes and select the scopes for the data you want to access.
   5. Click Create and copy the Client Id and Client Secret.

   When you connect, the driver automatically requests an access token from Talkdesk, caches it, and refreshes it when it expires. Make sure the scopes selected for the application match the views you plan to query, or the token request can fail.

   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Talkdesk Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Talkdesk data from Looker Studio.

Visualize Live Talkdesk Data from Looker Studio

The steps below outline connecting to CData Connect AI from Looker Studio to create a new Talkdesk 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 AI Connector.

2. Click Authorize and allow access to your Google account.
3. Click Authorize to authenticate with your CData Connect AI instance
4. In the CData Connect AI Connector in Looker Studio select Connections to import from the dropdown and click Next

5. Now select a Connection (e.g. Talkdesk1) and click Next
6. Select a Table (e.g. Users) or use a Custom Query and click Connect to continue
7. If needed, modify columns, click Create Report, and add the data source to the report.

8. Select a visualization style and add it to the report.
9. Select Dimensions and Measures to customize your visualization.

Live Access to Talkdesk Data from Cloud Applications

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

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.