Build Dashboards with Zoho Inventory Data in Dundas BI



Create dynamic dashboards and perform analytics based on Zoho Inventory data in Dundas BI.

The CData ODBC Driver for Zoho Inventory enables access to live data from Zoho Inventory under the ODBC standard, allowing you work with Zoho Inventory data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to connect to Zoho Inventory data as a generic ODBC Data Provider and create charts, reports, and dashboards based on Zoho Inventory data in Dundas BI.

Connect to Zoho Inventory Data

  1. If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can configure the DSN using the built-in Microsoft ODBC Data Source Administrator. This is also the last step of the driver installation. See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

    In order to connect to Zoho Inventory, set the following connection properties:

    • OrganizationId: set this to the ID associated with your specific Zoho Inventory organization
    • InitiateOAuth: set the to "GETANDREFRESH"
    • AccountsServer (Optional): set this full Account Server URL (only when manually refreshing the OAuth token)

    The connectors use OAuth to authenticate with Zoho Inventory. For more information, refer to the Getting Started section of the Help documentation.

    When you configure the DSN, 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.

  2. Open the Dundas BI interface, open the menu, and click New Data Connector.
  3. Configure the Dundas BI Data Connector:
    • Name the Data Connector.
    • Select "ODBC generic" as the Data Provider.
    • Check the "Use System DSN" checkbox.
    • Select the appropriate System DSN.

Add Zoho Inventory Data to a Dashboard

You are now ready to create a dashboard with Zoho Inventory data.

  1. Navigate to the Home page.
  2. Click Explore Data.
  3. Expand the appropriate Data Connector.
  4. Drag the relevant data from the Connector to the panel.
    • You can select an entire "table" to add, but you may need to remove Measures/Rows from the Metric Set to build an appropriate visualization. Alternatively, you can select only the fields you wish to include in the visualization.
    • With the fields selected, you can add any filters or conditions on the Measures and Rows, further customizing the visualization.
  5. Click Re-visualize from the menu bar and select the appropriate visualization for the data.
  6. Click Add To New Dashboard to add the visualization to a new dashboard.
  7. Configure the dashboard, creating dynamic visualizations of Zoho Inventory data.

Ready to get started?

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

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Learn more:

Zoho Inventory Icon Zoho Inventory ODBC Driver

The Zoho Inventory ODBC Driver is a powerful tool that allows you to connect with live data from Zoho Inventory, directly from any applications that support ODBC connectivity.

Access Zoho Inventory data like you would a database - read, write, and update Zoho Inventory 0, etc. through a standard ODBC Driver interface.