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Model Zuora Data Using Azure Analysis Services



Leverage CData Connect Cloud to establish a connection between Azure Analysis Services and Zuora, enabling the direct import of real-time Zuora data.

Microsoft Azure Analysis Services (AAS) is a fully-managed platform-as-a-service (PaaS) offering that delivers enterprise-grade data models in the cloud. When combined with CData Connect Cloud, AAS facilitates immediate cloud-to-cloud access to Zuora data for applications. This article outlines the process of connecting to Zuora via Connect Cloud and importing Zuora data into Visual Studio using an AAS extension.

CData Connect Cloud offers a seamless cloud-to-cloud interface tailored for Zuora, enabling you to create live models of Zuora data in Azure Analysis Services without the need to replicate data to a natively supported database. While constructing high-quality semantic data models for business reports and client applications, Azure Analysis Services formulates SQL queries to retrieve data. CData Connect Cloud is equipped with optimized data processing capabilities right from the start, directing all supported SQL operations, including filters and JOINs, directly to Zuora. This leverages server-side processing for swift retrieval of the requested Zuora data.

Configure Zuora Connectivity for AAS

Connectivity to Zuora from Azure Analysis Services is made possible through CData Connect Cloud. To work with Zuora data from Azure Analysis Services, we start by creating and configuring a Zuora connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Zuora" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to Zuora.

    Zuora uses the OAuth standard to authenticate users. See the online Help documentation for a full OAuth authentication guide.

    Configuring Tenant property

    In order to create a valid connection with the provider you need to choose one of the Tenant values (USProduction by default) which matches your account configuration. The following is a list with the available options:

    • USProduction: Requests sent to https://rest.zuora.com.
    • USAPISandbox: Requests sent to https://rest.apisandbox.zuora.com"
    • USPerformanceTest: Requests sent to https://rest.pt1.zuora.com"
    • EUProduction: Requests sent to https://rest.eu.zuora.com"
    • EUSandbox: Requests sent to https://rest.sandbox.eu.zuora.com"

    Selecting a Zuora Service

    Two Zuora services are available: Data Query and AQuA API. By default ZuoraService is set to AQuADataExport.

    DataQuery

    The Data Query feature enables you to export data from your Zuora tenant by performing asynchronous, read-only SQL queries. We recommend to use this service for quick lightweight SQL queries.

    Limitations
    • The maximum number of input records per table after filters have been applied: 1,000,000
    • The maximum number of output records: 100,000
    • The maximum number of simultaneous queries submitted for execution per tenant: 5
    • The maximum number of queued queries submitted for execution after reaching the limitation of simultaneous queries per tenant: 10
    • The maximum processing time for each query in hours: 1
    • The maximum size of memory allocated to each query in GB: 2
    • The maximum number of indices when using Index Join, in other words, the maximum number of records being returned by the left table based on the unique value used in the WHERE clause when using Index Join: 20,000

    AQuADataExport

    AQuA API export is designed to export all the records for all the objects ( tables ). AQuA query jobs have the following limitations:

    Limitations
    • If a query in an AQuA job is executed longer than 8 hours, this job will be killed automatically.
    • The killed AQuA job can be retried three times before returned as failed.
  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Zuora Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that lacks support for OAuth authentication, you have the option to generate a Personal Access Token (PAT) for authentication purposes. It's advisable to follow best practices by creating a distinct PAT for each service to uphold access granularity.

  1. Click on your username at the top right of the Connect Cloud app and click User Profile.
  2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
  3. Give your PAT a name and click Create.
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured, you are ready to connect to Zuora data from Visual Studio using Azure Analysis Services.

Connect to Zuora in Visual Studio Using AAS

The steps below outline connecting to CData Connect Cloud from Azure Analysis Services to create a new Zuora data source. You will need the Microsoft Analysis Services Project Extension installed to continue.

  1. In Visual Studio, create a new project. Select Analysis Services Tabular Project.
  2. In the Configure your new project dialog, enter a name for your project in the Project name field. Fill in the rest of the fields.
  3. Click Create. The Tabular model designer dialog box opens. Select Workspace server and enter the address of your Azure Analysis Services server (for example, asazure://eastus.azure.windows.net/myAzureServer). Click Test Connection and sign in to your server.
  4. Click OK to create the project. Your Visual Studio window should resemble the following screenshot:
  5. In Visual Studio, in Tabular model Explorer, right-click Data Sources and select Import From Data Source.
  6. In the Table Import Wizard, select SQL Server database and click Connect. In the Server field, enter the Virtual SQL Server endpoint and port separated by a comma: e.g., tds.cdata.com,14333
  7. Click SQL Server Authentication and enter the following information:
    • User name: Enter your CData Connect Cloud username. This is displayed in the top-right corner of the CData Connect Cloud interface. For example, test@cdata.com.
    • Password: Enter the PAT you generated on the Settings page.
    Click Test Connection. If successful, choose from the Database name list and click Next.
  8. On the next screen, select Current User and click Next.
  9. Now, select the first option and click Next.
  10. On the next screen, select a table from the list and click Preview & Filter.
  11. You should now see the table from Zuora populated with data.

Now that you have imported the Zuora data into your data model, you are ready to deploy the project to Azure Analysis Services for use in business reports, client applications, and more.

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