Import Zoho Books Data into the Power BI Service for Visualizations

Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect AI, you get access to Zoho Books data for visualizations, dashboards, and more. This article shows how to connect to Zoho Books in CData Connect AI, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on Zoho Books data in the Power BI service.

Configure Zoho Books Connectivity for Power BI Service

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

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Zoho Books" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Zoho Books.

   Zoho Books uses the OAuth authentication standard. To authenticate using OAuth, create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the OAuth section of the Getting Started guide in the Help documentation for an authentication guide.

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

With the connection configured, you are ready to connect to Zoho Books data from the Power BI service.

Publish a Dataset from Power BI Desktop

Once you connect to Zoho Books in Connect AI, you can create a dataset in Power BI desktop and publish the dataset to the Power BI service.

1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect AI and click "Connect"
2. Click "Sign in" and authenticate with your CData Connect AI account 👁 Authenticating with Connect AI
   
3. After signing in, click "Connect" 👁 Connecting to Connect AI
   
4. Select tables in the Navigator dialog 👁 The available tables. (Salesforce tables are shown)
   
5. Click Load to establish the connection to your Zoho Books data from Power BI
6. Define any relationships between the selected entities on the Relationships tab.
7. Click Publish (from the Home menu) and select a Workspace.

Build Reports and Dashboards on Zoho Books Data in the Power BI Service

Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:

1. Log in to PowerBI.com.
2. Click Workspaces and select a workspace.
3. Click Create and select Report.
4. Select the published dataset for the report. 👁 Select a dataset
   
5. Choose fields and visualizations to add to your report. 👁 Visualizing Zoho Books data in the Power BI service
   

Live Access to Zoho Books Data from Cloud Applications

Now you have a direct connection to live Zoho Books data from the Power BI service. You can create more data sources and new visualizations, build reports, and more — all without replicating Zoho Books data.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.