Build Zuora Visualizations in Tableau Cloud

Tableau Cloud is an analytics platform fully hosted in the cloud. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to Zuora data for visualizations, dashboards, and more. This article shows how to connect to Zuora and build visualizations from Zuora data in Tableau Cloud.

CData Connect Cloud provides a pure SQL Server, cloud-to-cloud interface for Zuora, allowing you to easily build visualizations from live Zuora data in Tableau Cloud without installing connectors or publishing worksheets and data sources from Tableau Desktop. As you build visualizations, Tableau Cloud generates 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 Zuora data.

Configure Zuora Connectivity for Tableau Online

Connectivity to Zuora from Tableau Online is made possible through CData Connect Cloud. To work with Zuora data from Tableau Online, 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 Tableau Cloud.

Visualize Live Zuora Data in Tableau Cloud

The steps below outline creating a new data source in Tableau Cloud based on the virtual Zuora database in Connect Cloud and building a simple visualization from the data.

1. Log into Tableau Cloud, select a account, and create a new workbook.
2. In the new workbook, choose the Microsoft SQL Server Connector from the data wizard and fill in the values for your Connect Cloud instance.
   • Set Server to tds.cdata.com,14333
   • Set Database to the Zuora connection you created (e.g. Zuora1)
   • Set Username to your Connect Cloud username (e.g. user@mydomain.com)
   • Set Password to a PAT for the above user
   • Check the Require SSL checkbox
3. Select your newly created database and the table(s) you wish to visualize (defining relationships for JOINad tables as needed).
4. Select Dimensions and Measures and configure your visualization.

Real-Time Access to Zuora Data from Cloud Applications

At this point, you have a direct, cloud-to-cloud connection to live Zuora data from your Tableau Cloud workbook. You can create new visualizations, build dashboards, and more, with no need to publish data sources and workbooks from Tableau Desktop. For more information on gaining live access to data from more than 100 SaaS, Big Data, and NoSQL sources from cloud applications like Tableau Cloud, refer to our Connect Cloud page.