Connect to Live Zuora Data in MicroStrategy through CData Connect Cloud

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Create a virtual database for Zuora in CData Connect Cloud and connect to it from MicroStrategy.

MicroStrategy is an analytics and mobility platform that enables data-driven innovation. When you pair MicroStrategy with CData Connect Cloud, you gain database-like access to live Zuora data from MicroStrategy, expanding your reporting and analytics capabilities. In this article, we walk through creating a virtual database for Zuora in Connect Cloud and connecting to Connect Cloud in MicroStrategy to create a simple visualization of Zuora data.

As a cloud-based integration platform, Connect Cloud is ideal for working with cloud-based BI and analytics tools. With no servers to configure or data proxies to set up, you can simply use the web-based UI to create a virtual database for Zuora and connect from MicroStrategy to start performing analytics based on live Zuora data.

Configuring Connect Cloud

To work with live Zuora data in MicroStrategy, we need to create a virtual database for Zuora in Connect Cloud.

Create a Virtual MySQL Database for Zuora in Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and create virtual databases.

  1. Open Connect Cloud and click Databases
  2. Select "Zuora" from Available Data Sources
  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 Test Database
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions

Connect to and Visualize Zuora Data Using MicroStrategy

You can connect to Zuora in MicroStrategy by adding a data source based on the native MySQL functionality. Once you have created a data source, you can build dynamic visualizations of Zuora data in MicroStrategy.

  1. Open MicroStrategy and select your project.
  2. Click Add External Data, select Databases, and use Select Tables as the Import Option.
  3. In the Import from Tables wizard, click to add a new Data Source.
  4. Select MySQL in the Database menu and select MySQL 5.x in the Version menu.
  5. Set the connection properties as follows:
    • Server Name: the URL for your Connect Cloud instance (i.e.: myinstance.cdatacloud.net)
    • Port Number: the port for your Connect Cloud MySQL service (3306 by default)
    • Database Name: the name of your virtual Zuora database (i.e.: Zuora1)
    • User: a Connect Cloud user with permissions to access your Zuora database
    • Password: the password for your Connect Cloud user
    • Data Source Name: a name for the new external data source, like "Connect Cloud Zuora"
  6. Expand the menu for the new data source and choose "Edit Catalog Options"
  7. Edit the "SQL statement retreive columns ..." query to include TABLE_SCHEMA = '#?Schema_Name?#' in the WHERE clause, and click Apply and then OK (the complete query is below).

    SELECT DISTINCT 
      TABLE_SCHEMA NAME_SPACE, 
      TABLE_NAME TAB_NAME, 
      COLUMN_NAME COL_NAME, 
      (CASE 
        WHEN 
          (DATA_TYPE LIKE '%char' AND (CHARACTER_SET_NAME='utf8' OR CHARACTER_SET_NAME='ucs2')) 
        THEN 
          CONCAT('n',DATA_TYPE) 
        ELSE 
          DATA_TYPE 
      END) DATA_TYPE, 
      CHARACTER_MAXIMUM_LENGTH DATA_LEN, 
      NUMERIC_PRECISION DATA_PREC, 
      NUMERIC_SCALE DATA_SCALE 
    FROM 
      INFORMATION_SCHEMA.COLUMNS 
    WHERE 
      TABLE_NAME 
    IN 
      (#TABLE_LIST#) AND TABLE_SCHEMA='#?Schema_Name?#' 
    ORDER BY 
      1,2,3
    
  8. Select the new data source and select the Namespace that corresponds to your virtual Zuora database (like Zuora1).
  9. Drag tables into the pane to import them. Note: Since we create a live connection, we can import whole tables and utilize the filtering and aggregation features native to the MicroStrategy products to customize our datasets.
  10. Click Finish, choose the option to connect live, save the query, and choose the option to create a new dossier. Live connections are possible and effective, thanks to high-performance data processing native to CData Connect Cloud.
  11. Choose a visualization, choose fields to display, and apply any filters to create a new visualization of Zuora data. Data types are discovered automatically through dynamic metadata discovery. Where possible, the complex queries generated by the filters and aggregations will be pushed down to Zuora, while any unsupported operations (which can include SQL functions and JOIN operations) will be managed by the CData SQL engine embedded in Connect Cloud.
  12. Once you have finished configuring the dossier, click File -> Save.

Using CData Connect Cloud with MicroStrategy, you can easily create robust visualizations and reports on Zuora data. For more information on creating virtual databases for Zuora (and more than 200 other data sources), visit the Connect Cloud page. Sign up for a free trial and start working with live Zuora data in MicroStrategy.