Visualize Live Zoho Inventory Data in Power BI (via CData Connect AI)

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 Inventory data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to Zoho Inventory, connect to Zoho Inventory data from Power BI and then create reports on Zoho Inventory data in Power BI.

Configure Zoho Inventory Connectivity for Power BI

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

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

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

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

   In order to connect to Zoho Inventory, set the following connection properties:

   • OrganizationId: set this to the ID associated with your specific Zoho Inventory organization
   • InitiateOAuth: set the to "GETANDREFRESH"
   • AccountsServer (Optional): set this full Account Server URL (only when manually refreshing the OAuth token)

   The connectors use OAuth to authenticate with Zoho Inventory. For more information, refer to the Getting Started section of the Help documentation.

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

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

Query Zoho Inventory Tables

Follow the steps below to build a query to pull Zoho Inventory data into the report:

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 Inventory data from Power BI

Create Zoho Inventory Data Visualizations

After connecting to the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Select the dimensions and measures you wish to visualize along with the chart type.

Click Refresh to synchronize your report with any changes to the data.

Live Access to Zoho Inventory Data from Data Applications

With CData Connect AI you have a direct connection to Zoho Inventory data from Power BI. You can import more data, create new visualizations, build reports, and more — all without replicating Zoho Inventory data.

To get SQL data access to hundreds of SaaS, Big Data, and NoSQL sources (including Zoho Inventory) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect AI page and start a free trial.