Create Reports from Xero Data in Google Data Studio

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CData Connect



Use CData Connect Cloud to create a virtual MySQL Database for Xero data and create custom reports in Google Data Studio.

Google Data Studio allows you to create branded reports with data visualizations to share with your clients. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Xero data for visualizations, dashboards, and more. This article shows how to create a virtual database for Xero and build reports from Xero data in Google Data Studio.

CData Connect Cloud provides a pure cloud-to-cloud interface for Xero, allowing you to easily build reports from live Xero data in Google Data Studio — without replicating the data. As you build visualizations, Google Data Studio generates queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Xero, leveraging server-side processing to quickly return Xero data.

This article requires a CData Connect Cloud instance and the CData Connect Cloud Connector for Google Data Studio. Get more information on the CData Connect Cloud and sign up for a free trial at https://www.cdata.com/connect.


Connect to Xero from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Log into Connect Cloud and click Databases.
  2. Select "Xero" from Available Data Sources.
  3. Xero uses OAuth to authenticate. Click Test Database to authenticate with Xero.
  4. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Xero data from Google Data Studio.

Visualize Live Xero Data in Google Data Studio

The steps below outline connecting to CData Connect Cloud from Google Data Studio to create a new Xero data source and build a simple visualization from the data.

  1. Log into Google Data Studio, click data sources, create a new data source, and choose CData Connect Cloud Connector.
  2. Authorize the Connector to connect to an external service (your Connect Cloud instance).
  3. Use your instance name (myinstance in myinstance.cdatacloud.net), username, and password to connect to your Connect Cloud instance.
    • Username: myinstance/username
    • Password: your Connect Cloud password
  4. Select a Database (e.g. Xero1) and click Next.
  5. Select a Table (e.g. Items) and click Next.
  6. Click Connect.
  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.

Optional: Connect with the MySQL Connector

If you need to work with data from a custom SQL query, you can use the MySQL Connector. Connect using the server information for your Connect Cloud instance (server address, port, username, and password).

SQL Access to Xero Data from Cloud Applications

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

Try the CData Connect Cloud and get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.