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Create Data Visualizations Based On Zuora Data in Mode



Use CData Connect Cloud to connect to Zuora from Mode and build visualizations using live Zuora data.

Mode is a collaborative data platform that combines SQL, R, Python, and visual analytics in one place. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Zuora data for use in data visualizations. This article shows how to connect to Zuora in Connect Cloud, connect to Zuora data in Mode, and create a simple visualization using that data.

CData Connect Cloud provides a pure cloud-to-cloud interface for Zuora, allowing you to build data visualizations from live Zuora data in Mode — without replicating the data to a natively supported database. In order to create visualizations, users write SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Zuora, leveraging server-side processing to quickly return the requested Zuora data.

Configure Zuora Connectivity for Mode

Connectivity to Zuora from Mode is made possible through CData Connect Cloud. To work with Zuora data from Mode, 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 does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

  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 Mode.

Connect to Zuora in Mode

The steps below outline connecting to CData Connect Cloud from Mode to create a new Zuora data source.

  1. Log-in to Mode
  2. In the top-left corner of the screen, click the down-arrow next to your name and select Connect a Database...
  3. On the next screen, select Microsoft SQL Server.
  4. Enter the Microsoft SQL Server credentials:
    • Display Name: the name for the connection.
    • Host/Port: enter tds.cdata.com in the Host field and 14333 in the Port field.
    • Database name: enter the Connection Name of the CData Connect Cloud data source you want to connect to (for example, Zuora1).
    • Username: 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
    Leave the rest of the connection settings at their default values unless you need to modify them.
  5. At the bottom of the page, click Connect to ensure that you can connect to CData Connect Cloud.
  6. Upon success, the following screen appears.

Your connection is now available for use in Mode. To connect to additional data sources from your CData Connect Cloud account, repeat the setup steps above, changing the value for Database for each data source.

Creating A Mode Visualization

To create a visualization in Mode, follow these steps:

  1. On the current screen, click New Report. The SQL query text editor appears. Enter the following query: SELECT * FROM [Zuora].[Invoices]; Click Run. The app now shows the query result:
  2. Running the query activates the New Chart tab. Click this tab and select Pie Chart.
  3. Now, drop a dimension in the Color section and a measure in the Angle section.

    We have now created a visualization of Zuora data in Mode using CData Connect Cloud!

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