Visualize Live Zuora Data in Tableau

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for Zuora, you can easily get access to live Zuora data within Tableau. This article shows how to connect to Zuora in Tableau and build a simple chart.

The CData Tableau Connectors enable high-speed access to live Zuora data in Tableau. Once you install the connector, you simply authenticate with Zuora and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing Zuora data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to Zuora data.

NOTE: The CData Tableau Connectors require Tableau 2020.3 or higher. If you are using an older version of Tableau, you will need to use the CData JDBC Driver. If you wish to connect to Zuora data in Tableau Cloud, you will need to use CData Connect AI.

Connect to Zuora in Tableau

Open Tableau and click More under Connect -> To a Server. Select "Zuora by CData," then configure the connection and click "Sign In."

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.

👁 Configuring the Connector (Sage Intacct is shown)

Discover Schemas and Query Data

1. Select CData from the Database pull-down menu.
2. Select Zuora from the Schema pull-down menu.
3. Drag the tables and views you wish to visualize onto the join area. You can include multiple tables. 👁 Selecting table(s)
   
4. Select Update Now or Automatically Update. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). Automatically Update automatically reflects the changes in the preview area.
5. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData Tableau Connector discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
6. Drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
7. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.
👁 Visualizing live Zuora data

Using the CData Tableau Connector for Zuora with Tableau, you can easily create robust visualizations and reports on Zuora data. Download a free, 30-day trial and get started today.