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⇱ Create Reports from Twilio Data in Looker Studio


Create Reports from Twilio Data in Looker Studio

πŸ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to gain access to live Twilio data and create custom reports in Looker Studio.

Looker Studio, formerly known as Google Data Studio, empowers users to craft customized reports featuring data visualizations that can be shared with clients while reflecting your brand identity. When combined with CData Connect AI, you gain immediate cloud-to-cloud access to Twilio data to create visualizations, dashboards, and more. This article provides step-by-step instructions on establishing a virtual database for Twilio and generating reports from Twilio data within Looker Studio.

CData Connect AI offers a seamless cloud-to-cloud interface tailored for Twilio, making it straightforward to construct reports directly from live Twilio data within Looker Studio without the need for data replication. As you create visualizations, Looker Studio generates queries to retrieve data. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported query operations, including filters, JOINs, and more, directly to Twilio. This leverages server-side processing to swiftly provide the requested Twilio data.

This article requires a CData Connect AI instance and the CData Connect AI Connector for Looker Studio. Get more information on the CData Connect AI and sign up for a free trial at https://www.cdata.com/cloud.


Configure Twilio Connectivity for Looker Studio

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

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. πŸ‘ Adding a Connection
  3. Select "Twilio" from the Add Connection panel
  4. πŸ‘ Selecting a data source
  5. Enter the necessary authentication properties to connect to Twilio.

    Use the AccountSid and AuthToken connection properties to access data from your account. You obtain your live credentials on your Twilio account dashboard. Click Account -> Account Settings to obtain your test credentials.

    πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Twilio Connection page and update the User-based permissions. πŸ‘ Updating permissions

With the connection configured, you are ready to connect to Twilio data from Looker Studio.

Visualize Live Twilio Data from Looker Studio

The steps below outline connecting to CData Connect AI from Looker Studio to create a new Twilio data source and build a simple visualization from the data.

  1. Log into Looker Studio, click data sources, create a new data source, and choose CData Connect AI Connector.
  2. πŸ‘ Create a new connection in Looker Studio
  3. Click Authorize and allow access to your Google account. πŸ‘ Granting permissions to the Connector
  4. Click Authorize to authenticate with your CData Connect AI instance πŸ‘ Authenticating with CData Connect AI
  5. In the CData Connect AI Connector in Looker Studio select Connections to import from the dropdown and click Next
  6. πŸ‘ Importing from Connections
  7. Now select a Connection (e.g. Twilio1) and click Next πŸ‘ Selecting a Connection
  8. Select a Table (e.g. Calls) or use a Custom Query and click Connect to continue πŸ‘ Selecting a Table
  9. If needed, modify columns, click Create Report, and add the data source to the report.
  10. πŸ‘ Configuring column definitions
  11. Select a visualization style and add it to the report.
  12. Select Dimensions and Measures to customize your visualization.
  13. πŸ‘ Visualizing Twilio data in Looker Studio

Live Access to Twilio Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live Twilio data from your Looker Studio workbook. You can create more data sources and new visualizations, build reports, and more β€” all without replicating Twilio data.

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.