Build Zoho Books-Connected Dashboards in Redash

Redash lets you connect and query your data sources, build dashboards to visualize data and share them with your company. When paired with CData Connect Server, you get instant, cloud-to-cloud access to Zoho Books data for visualizations, dashboards, and more. This article shows how to create a virtual database for Zoho Books and build visualizations from Zoho Books data in Redash.

CData Connect Server provides a pure SQL Server interface for Zoho Books, allowing you to easily build reports from live Zoho Books data in Redash — without replicating the data to a natively supported database. As you build visualizations, Redash generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to Zoho Books, leveraging server-side processing to quickly return the requested Zoho Books data.

Create a Virtual SQL Server Database for Zoho Books Data

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

1. Login to Connect Server and click Connections.
2. Select "Zoho Books" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Zoho Books.

   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.

4. Click Save Changes
5. 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 Zoho Books data from Redash.

Visualize Zoho Books Data in Redash

The steps below outline creating a new data source in Redash based on the virtual Zoho Books database in Connect Server and building a simple visualization from the data.

Create a New Data Source

1. Log into Redash, click on your profile and click "Data Sources"
2. Click the " New Data Source" button
3. Select "Microsoft SQL Server" as the Data Source Type
4. On the configuration tab, set the following properties:
   • Name: Name the data source (e.g. Zoho Books (CData Connect))
   • Host: The full URL to your CData Connect instance (e.g. https://connect_server_url)
   • Port: The port of the CData Connect SQL Server endpoint (e.g. 1433)
   • User: A CData Connect user
   • Password: The password for the above user
   • Database name: The name of the virtual database for Zoho Books (e.g. ZohoBooks1)
   • Click the checkbox to Use SSQL
5. Click Create
6. Click the "Test Connection" button to ensure you have configured the connection properly

With the new Data Source created, we are ready to visualize our Zoho Books data.

Create a Zoho Books Data Visualization

1. Click Create -> New Query
2. Select the newly created Data Source (you can explore the data structure in the New Query wizard)
3. Write a SQL statement to retrieve the data, for example:
   SELECT InvoiceId, InvoiceNumber FROM INVOICES WHERE CustomerName = 'NewTech Industries'
4. Click the "Execute" button to load Zoho Books data into Redash via CData Connect
5. Use the Visualization Editor to create and analyze graphs from Zoho Books data
6. You can schedule the query to refresh and update the visualization periodically

SQL Access to Zoho Books Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to Zoho Books data from Redash. You can create new visualizations, build dashboards, and more. For more information on gaining SQL access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Redash, refer to our Connect Server page.