Create Zoom Dashboards in Bold BI

Bold BI allows you to create, share, and collaborate on interactive BI dashboards. When paired with CData Connect Server, you get instant access to Zoom data for visualizations, dashboards, and more. This article shows how to create a virtual database for Zoom and build reports from Zoom data in Bold BI.

CData Connect Server provides a pure SQL Server interface for Zoom, allowing you to easily build reports from live Zoom data in Bold BI — without replicating the data to a natively supported database. As you build visualizations, Bold BI generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to Zoom, leveraging server-side processing to quickly return the requested Zoom data.

Create a Virtual SQL Server Database for Zoom Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Login to Connect Server and click Connections.
2. Select "Zoom" from Available Data Sources.
3. Enter the necessary authentication properties to connect to Zoom.

   Start by setting the Profile connection property to the location of the Zoom Profile on disk (e.g. C:\profiles\Zoom.apip). Next, set the ProfileSettings connection property to the connection string for Zoom (see below).

   Zoom API Profile Settings

   To authenticate to Zoom, you can use the OAuth standard to connect to your own data or to allow other users to connect to their data.

   First you will need to create an OAuth app. To do so, navigate to https://marketplace.zoom.us/develop/create and click Create under the OAuth section. Select whether or not the app will be for individual users or for the entire account, and uncheck the box to publish the app. Give the app a name and click Create. You will then be given your Client Secret and Client ID

   After setting the following connection properties, you are ready to connect:

   • AuthScheme: Set this to OAuth.
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage the process to obtain the OAuthAccessToken.
   • OAuthClientID: Set this to the OAuth Client ID that is specified in your app settings.
   • OAuthClientSecret: Set this to the OAuth Client Secret that is specified in your app settings.
   • CallbackURL: Set this to the Redirect URI you specified in your app settings.
4. Click Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Zoom data from Bold BI.

Visualize Live Zoom Data in Bold BI

The steps below outline connecting to CData Connect Server from Bold BI to create a new Zoom data source and build a simple visualization from the data.

1. Log into your Bold BI instance, click the data sources tab, create a new data source, and choose the SQL Server connector.
2. Choose the basic configuration and set the connection properties:
   • Name: Name your connection
   • Server name: Your Connect Server instance (CONNECT_SERVER_URL)
   • Port: 1433
   • Username: Your Connect Server username
   • Password: Your Connect Server password
   • Mode: Choose Live to query Zoom on-demand or choose Extract to load the data into Bold BI
   • Database: Choose the database you created from the drop-down menu (zoomdb)
3. Click Connect
4. Select the table to visualize and drag it onto the workspace.
5. Select a visualization style and add it to the report.
6. Click the gear icon for the visualization to configure the visualization properties and assign columns to the visualization.

SQL Access to Zoom Data from Applications

Now you have a direct connection to live Zoom data from your Bold BI workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Zoom data.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, see the CData Connect page.