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⇱ Build MongoDB-Connected Dashboards Using Zoho Analytics

Build MongoDB-Connected Dashboards Using Zoho Analytics

👁 Dibyendu Datta
Dibyendu Datta
Lead Technology Evangelist
Use CData Connect AI to connect to MongoDB Data from Zoho Analytics and import live MongoDB data.

Zoho Analytics is a modern BI and Analytics platform that allows you to connect and analyze your data, while also creating visualizations and dashboards to discover hidden insights. When paired with CData Connect AI, Zoho Analytics provides instant, cloud-to-cloud access to MongoDB data for reporting and analytics. This article demonstrates how to connect to MongoDB using Connect AI and analyze MongoDB data by creating dashboards in Zoho Analytics.

CData Connect AI provides a pure cloud-to-cloud interface for MongoDB, allowing you to analyze MongoDB data in Zoho Analytics — without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to MongoDB, leveraging server-side processing to return the requested MongoDB data quickly.

About MongoDB Data Integration

Accessing and integrating live data from MongoDB has never been easier with CData. Customers rely on CData connectivity to:

MongoDB's flexibility means that it can be used as a transactional, operational, or analytical database. That means CData customers use our solutions to integrate their business data with MongoDB or integrate their MongoDB data with their data warehouse (or both). Customers also leverage our live connectivity options to analyze and report on MongoDB directly from their preferred tools, like Power BI and Tableau.

For more details on MongoDB use case and how CData enhances your MongoDB experience, check out our blog post: The Top 10 Real-World MongoDB Use Cases You Should Know in 2024.


Getting Started


Configure MongoDB Connectivity for Zoho Analytics

Connectivity to MongoDB from Zoho Analytics is made possible through CData Connect AI. To work with MongoDB data from Zoho Analytics, we start by creating and configuring a MongoDB connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "MongoDB" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to MongoDB.

    Set the Server, Database, User, and Password connection properties to connect to MongoDB. To access MongoDB collections as tables you can use automatic schema discovery or write your own schema definitions. Schemas are defined in .rsd files, which have a simple format. You can also execute free-form queries that are not tied to the schema.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add MongoDB Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  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 and a PAT generated, you are ready to connect to MongoDB data from Zoho Analytics.

Connect to MongoDB in Zoho Analytics Using CData Connect AI

To establish a connection from Zoho Analytics to CData Connect AI, follow these steps:

  1. Log in to Zoho Analytics.
    2. 👁 Logging into Zoho Analytics
  2. Create a new connection and select Cloud Databases to open the connection modal.
    3. 👁 Creating a new connection
  3. Enter the following information:
    • Database Type - select MS SQL Server.
    • Endpoint - enter tds.cdata.com
    • SQL Server Instance Name - leave this blank.
    • Port - enter 14333
    • Username - enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
    • Password - enter the PAT you generated.
    • Database Name - enter the Connection Name of the CData Connect AI data source you want to connect to (for example, MongoDB1).
    • Click Next.
      • 👁 Displaying configuration settings
  4. Choose the table that you would like to import from, e.g. restaurants.
    5. 👁 Choosing table to import
  5. A Data Preview of the table should pop up. Next, enter a Workspace Name and Table Name to be able to refer to in Zoho Analytics. Click Next.
    6. 👁 Displaying data preview
  6. There is an option to schedule the import periodically. After configuring, click Create.
    7. 👁 Scheduling the import
  7. Now, the import has been initiated. Click OK.
    8. 👁 Initiating the import
  8. View your new connection in the Zoho Analytics Explorer.
    9. 👁 Viewing new connection
  9. Click on the new connection to see the table.
    10. 👁 Viewing the table
  10. Zoho Analytics can auto-generate dashboards for the user, as seen here:
    11. 👁 Auto-generating a dashboard

We have successfully imported MongoDB data into Zoho Analytics and created dashboards.

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