Import ZohoDesk Data into the Power BI Service for Visualizations

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect AI, you get access to ZohoDesk data for visualizations, dashboards, and more. This article shows how to connect to ZohoDesk in CData Connect AI, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on ZohoDesk data in the Power BI service.

Configure ZohoDesk Connectivity for Power BI Service

Connectivity to ZohoDesk from Power BI Service is made possible through CData Connect AI. To work with ZohoDesk data from Power BI Service, we start by creating and configuring a ZohoDesk connection.

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

2. Select "ZohoDesk" from the Add Connection panel

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

   To connect to Zoho Desk, register a Server-based Application in the Zoho Developer Console (accounts.zoho.com/developerconsole). Set the Authorized Redirect URI to https://oauth.cdata.com/oauth/. Note the Client Id and Client Secret. Then set the following:

   • OAuth Client Id: The Client Id from your Zoho Developer Console application.
   • OAuth Client Secret: The Client Secret from your Zoho Developer Console application.
   • Organization: (Optional) The Id of your Zoho Desk organization, found in the Organizations table.
   • Domain: (Optional) Your Zoho region domain — .com (default), .eu, .com.au, or .in.

   Click Sign In to complete OAuth authentication.

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

With the connection configured, you are ready to connect to ZohoDesk data from the Power BI service.

Publish a Dataset from Power BI Desktop

Once you connect to ZohoDesk in Connect AI, you can create a dataset in Power BI desktop and publish the dataset to the Power BI service.

1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect AI and click "Connect"
2. Click "Sign in" and authenticate with your CData Connect AI account
3. After signing in, click "Connect"
4. Select tables in the Navigator dialog
5. Click Load to establish the connection to your ZohoDesk data from Power BI

6. Define any relationships between the selected entities on the Relationships tab.
7. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on ZohoDesk Data in the Power BI Service

Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:

1. Log in to PowerBI.com.
2. Click Workspaces and select a workspace.
3. Click Create and select Report.
4. Select the published dataset for the report.
5. Choose fields and visualizations to add to your report.

Live Access to ZohoDesk Data from Cloud Applications

Now you have a direct connection to live ZohoDesk data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating ZohoDesk data.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.