Integrate Zoho Creator Data in the Pentaho Report Designer



Publish reports based on Zoho Creator data in the Pentaho BI tool.

The CData JDBC driver for Zoho Creator data enables access to live data from dashboards and reports. This article shows how to connect to Zoho Creator data as a JDBC data source and publish reports based on Zoho Creator data in Pentaho.

Connect and Create a Report

  1. Copy the JAR file of the driver, located in the lib subfolder of the installation directory, to the \Report-Designer\lib\jdbc\ folder in the Pentaho directory.
  2. Run the report-designer.bat file in the \Report-Designer\ folder to open the Report-Designer UI.
  3. Create a new data source with the driver by clicking Data -> Add Data Source -> Advanced -> JDBC (Custom) and then creating a new Zoho Creator connection. In the resulting dialog, configure the connection properties as shown below.

    • Custom Connection URL property: Enter the JDBC URL. This starts with jdbc:zohocreator: and is followed by a semicolon-separated list of connection properties.

      The connector is already registered with Zoho Creator as an OAuth application.

      If you would prefer to use your own custom OAuth app, see the Help documentation.

      Built-in Connection String Designer

      For assistance in constructing the JDBC URL, use the connection string designer built into the Zoho Creator JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

      java -jar cdata.jdbc.zohocreator.jar

      Fill in the connection properties and copy the connection string to the clipboard.

      When you configure the JDBC URL, 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.

      Below is a typical JDBC URL:

      jdbc:zohocreator:AccountsServer=AccountsServer;InitiateOAuth=GETANDREFRESH
    • Custom Driver Class Name: Enter cdata.jdbc.zohocreator.ZohoCreatorDriver.
    • User Name: The username to authenticate with.
    • Password: The password to authenticate with.

Add Zoho Creator Data to a Report

You are now ready to create a report with Zoho Creator data.

  1. Add the Zoho Creator source to your report: Click Data -> Add Data Source -> JDBC and select the data source.

  2. Configure the query. This article uses the one below:

    SELECT ID, Leave_Type FROM Leave_Types WHERE Leave_Type = 'Sick'
  3. Drag a chart onto your report and double-click it to edit the chart. Run the report to display the chart. You can use the results of this query to create a simple chart for the Leave_Types table.
  4. Finally, run the report to see the chart.

Ready to get started?

Download a free trial of the Zoho Creator Driver to get started:

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