Visualize Live ZohoDesk Data in Power BI (via CData Connect AI)

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 use CData Connect to create a live connection to ZohoDesk, connect to ZohoDesk data from Power BI and then create reports on ZohoDesk data in Power BI.

Configure ZohoDesk Connectivity for Power BI

Connectivity to ZohoDesk from Power BI is made possible through CData Connect AI. To work with ZohoDesk data from Power BI, 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 Power BI.

Query ZohoDesk Tables

Follow the steps below to build a query to pull ZohoDesk data into the report:

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

Create ZohoDesk Data Visualizations

After connecting to the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Select the dimensions and measures you wish to visualize along with the chart type.

Click Refresh to synchronize your report with any changes to the data.

Live Access to ZohoDesk Data from Data Applications

With CData Connect AI you have a direct connection to ZohoDesk data from Power BI. You can import more data, create new visualizations, build reports, and more — all without replicating ZohoDesk data.

To get SQL data access to hundreds of SaaS, Big Data, and NoSQL sources (including ZohoDesk) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect AI page and start a free trial.