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Analyze Zoho Projects Data in Infragistics Reveal
Use the CData API Server to create an OData API on top of Zoho Projects data and visualize live Zoho Projects data in Ingragistics Reveal.
Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live Zoho Projects data. The CData API Server generates an OData API for Zoho Projects, which is natively consumable in Reveal. In this article, we walk through connecting to Zoho Projects in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.
Connect to Zoho Projects from API Server
CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
- Open API Server and click Settings -> Connection -> Add Connection
- Select "Zoho Projects"
- Enter the necessary authentication properties to connect to Zoho Projects.
The connector uses OAuth to authenticate with Zoho Projects. CData Software has already registered an OAuth application with Zoho Project which is embedded and used to authenticate.
If you use the embedded credentials, set the InitiateOAuth connection property to "GETANDREFRESH".
If you would prefer to use your own custom OAuth app, see the Help documentation.
Add Zoho Projects Resource Definitions in API Server
After connecting to Zoho Projects, create Resources, which represent API endpoints for Zoho Projects data.
- Click Settings -> Resources -> Add Resource
- Select the Zoho Projects connection
- Select the table you wish to retrieve and click Next
- (Optional) Edit the resource to select specific fields and more
- Save the settings
Add an API Server User
Create a User to connect to Zoho Projects from Reveal through API Server.
- Click Settings -> Users
- Click Add
- Configure a User with access to the Zoho Projects Connection and Resource(s)
(Optional) Configure Cross-Origin Resource Sharing (CORS)
When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.
- Enable cross-origin resource sharing (CORS): ON
- Allow all domains without '*': ON
- Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
- Access-Control-Allow-Headers: Authorization
Save the changes to the settings.
Create a Dashboard in Reveal
With the API Server configured, we can visualize Zoho Projects data in Reveal.
- Log into Reveal and click Dashboards -> New
- Click Data Source -> OData Feed
- Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc
- Select Generic Credentials and specify the API Server username and authentication token
- Select the entity you wish to visualize
- Select fields and choose a chart type
More Information & Free Trial
At this point, you have created a simple dashboard from live Zoho Projects data. For more information on creating OData feeds from Zoho Projects (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Zoho Projects data in tools that consume OData APIs.
