Integrate with Zuora Data in JReport Designer

The CData JDBC Driver for Zuora data enables access to live data from dashboards and reports as if Zuora were a relational database, allowing you to query Zuora data using familiar SQL queries. This article shows how to connect to Zuora data as a JDBC data source and create reports based on Zuora data in JReport Designer.

Connect to Zuora Data

1. Edit C:\JReport\Designer\bin\setenv.bat to add the location of the JAR file to the ADDCLASSPATH variable:

   ...
   set ADDCLASSPATH=%JAVAHOME%\lib\tools.jar;C:\Program Files\CData\CData JDBC Driver for Zuora 2016\lib\cdata.jdbc.zuora.jar;
   ...
   

2. Create a new data source by clicking File New Data Source.
3. In the resulting dialog, create a name for the data source (CData JDBC Driver for Zuora), select JDBC, and click OK.
4. In the Get JDBC Connection Information dialog you will configure your connection to the JDBC driver:
   • Driver: Be sure that the Driver box is checked and fill in the name of the class for the driver:

     cdata.jdbc.zuora.ZuoraDriver

   • URL: Enter the JDBC URL. This starts with jdbc:zuora: and is followed by a semicolon-separated list of connection properties.

     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.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Zuora JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.zuora.jar
     

     Fill in the connection properties and copy the connection string to the clipboard.

     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     

     When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

     Below is a typical JDBC URL:

     jdbc:zuora:OAuthClientID=MyOAuthClientId;OAuthClientSecret=MyOAuthClientSecret;Tenant=USProduction;ZuoraService=DataQuery;InitiateOAuth=GETANDREFRESH;

   • User: The username to authenticate with; typically left blank.
   • Password: The password to authenticate with; typically left blank.
   👁 Configuring the connection to the JDBC Driver (Salesforce is shown.)
   

5. In the Add Table dialog, select the tables you wish to include in your report (or in future reports using this data source) and click Add.

   👁 Adding Tables. (Salesforce is shown.)
   

   Click Done once the dialog has completed loading the tables.

6. In the Catalog Browser, you can create the queries that you will use to populate your reports. You can do this now, or after you create your report. In either case, expand () the data source (CData JDBC Driver for Zuora), right-click on Queries, and select Add Query. 👁 Adding a query for data to be used in the report. (Salesforce is shown.)
   
7. In the Add Table/View/Query dialog, expand () the JDBC URL and Tables and select the table(s) you wish to use in the query and click OK. 👁 Selecting a table for the query. (Salesforce is shown.)
   
8. In the Query Editor dialog, you can select the columns you wish to include or simply click the SQL button and manually input your own query. For example:

   SELECT Id, BillingCity FROM Invoices WHERE BillingState = 'CA'
   

   👁 Editing the query. (Salesforce is shown.)
   

   With the query built, click OK to close the Query Editor dialog. At this point you are ready to add Zuora data to a new or existing report.

   NOTE: Now that the query is built, you can create a Business View based on the query. With a Business View, you can create Web reports or library components based on the query. For more information on this, refer to the JReport tutorials.

Add Zuora Data to a Report

You are now ready to create a report with Zuora data.

1. Create a new report (File New Page Report) or open the Chart Wizard for an existing report.
2. Select the Query (or create a new one; see above).
👁 Selecting the query to use. (Salesforce is shown.)

3. Assign a Category and Value for the chart from the columns in your Query and click Finish.
👁 Assigning columns to define the chart. (Salesforce is shown.)

4. Click the View tab for your report to see the chart.