Import data from Panoply
- Data Import: Data in Panoply will be imported and stored in Zoho Analytics. You can setup periodic schedules to fetch the latest data automatically from your Panoply database. Report loading time will be faster as the data is stored in Zoho Analytics.
- Live Connect: In this mode, data will not be fetched from Panoply and stored in Zoho Analytics. Instead for the reports that you create Zoho Analytics will generate appropriate queries that will connect the required data live from Panoply to Zoho Analytics and show you the report. In this case the loading time will directly depend on the performance of Panoply.
Please note that the Live Connect option is exclusively available for Standard, Premium, and Enterprise plans only. Refer to the Live Connect section to learn.
Data Import
1. How do I import data from the Panoply database?
2. How can I edit the setup?
3. How long does it take for the data to be imported into Zoho Analytics?
After setup, you might have to wait sometime for the initial fetch to happen. This depends upon the amount of data to be imported into Zoho Analytics and also the response time of your Panoply server. You will receive an email notification once the import is complete. Please note that, if you access the workspace before the initial fetch, it will not display any data.
4. Can I import data from Views created in Panoply (apart from Tables) into Zoho Analytics?
Yes, you can import data from both Views and Tables into Zoho Analytics.
5. Will foreign keys defined between my tables in the Panoply database be linked in Zoho Analytics as well?
When importing multiple tables, the foreign keys defined between the tables in Panoply database will be linked in Zoho Analytics. The foreign keys will be created as Look-up columns in Zoho Analytics.
If you import data from one table at a time (choosing single table option) then the foreign keys will not be defined. However, you can manually link the tables in Zoho Analytics using the Look-up column feature. Click here to learn about the Look-up column feature.
6. Can I change the data-type of the columns imported in Zoho Analytics?
Yes, you can change the data type of the columns imported into Zoho Analytics. However, it is necessary that the data-type of your column is compatible with the data-type of the column in your Panoply database for successful data synchronizations. It is always recommended that you change the data type in both your Panoply database as well as your Zoho Analytics workspace.
7. I have synced data from a database into a table. Can I change the data source of this table?
Yes, you can change the data source of a table, into which the Panoply database has been synced.
Follow the below steps to import if the source is available in the same Panoply database that is imported into the table.
- Open the Workspace.
- Click Import Data> Import into this Table.
- The Select Data to Import tab of Import wizard will open.
- You can choose to import from a different table using the Select Table option or import using the Custom Query.
Follow the below steps to import if the source is available in a different local database.
- Open the Workspace.
- Click Data Source from the left bar.
- All data sources for this Workspace will be listed. Click the data source you want to edit.
- The Data Source page will open. Click Edit Connection.
- In the Cloud Database - Edit Connection dialog that open, modify the data source.
8. Can I import data from my Panoply database into an existing Zoho Analytics workspace?
Yes. Follow the below steps to import data into an existing workspace:
- Open the Workspace into which you wish to import the data.
- Navigate through Create > Import Data.
- Click the Cloud Databases option.
Configuring the import will be similar to the steps followed in this presentation.
9. Can I synchronize the data from my Cloud Database instantly?
Yes, you can synchronize your data from Cloud Database instantly when needed.
To synchronize your data instantly:
- Login to your Zoho Analytics account.
- Open the corresponding Workspace.
- From the home page, click Data Source tab. The Data Source page will open.
- Click Sync Now link.
10. How do I remove the Setup?
To remove the setup,
- Login to your Zoho Analytics account.
- Open the corresponding Workspace.
- From the home page, click Data Source tab. The Data Source page will open.
- Click the Settings icon.
- Select Remove Data Source from the drop-down menu that opens.
Please note that the data source connection will be removed, but the tables and the data will be retained in the workspace. As the data source connected is removed, no further synchronization will happen.
Live Connect [Beta]
1. How do I connect live with the Panoply database?
2. How can I edit the live connect setup?
3. How is Live Connect different from Data Import?
Tabulated below are the differences between the Data Import feature and Live Connect feature.
| Data Import | Live Connect |
| Data in Panoply will be imported and stored in Zoho Analytics. | Data from Panoply will be fetched live using appropriate reporting queries whenever you create or access a report in Zoho Analytics. |
| Filtered data set can be imported from Panoply using customized queries. | Custom Query feature is not available in Panoply Live Connect. |
| Multiple data sources (apart from Panoply) can be imported into the same workspace and they can be combined for reporting & analysis purpose. | Cannot import data from any other data source into the same workspace in which Live Connect from Panoply is setup. |
| Changes made to the columns such as addition/deletion will be synchronized automatically. | Any changes such as column addition/deletion/renaming will not be reflected. You will have to manually map the data using the Sync Design option. |
When importing multiple tables, the foreign keys defined between the tables in Panoply database will be linked in Zoho Analytics. The foreign keys will be created as Look-up columns in Zoho Analytics. If you import data from one table at a time (choosing single table option) then the foreign keys will not be defined. However, you can manually link the tables in Zoho Analytics using the Look-up column feature. |
Look-up relationship will be automatically created for tables that are linked via foreign keys in Panoply. However, you cannot manually link the tables in Zoho Analytics using Look-up column feature. |
| Users can create query tables. | Users cannot create query tables. |
| Report loading time will be fast as the data is stored in Zoho Analytics. | Report loading time directly depends on the Panoply server response time and the amount of data in Panoply. |
4. How long does it take for me to visualize my data in Zoho Analytics?
As there is no data import process involved, the loading time depends upon the amount of data stored in your Panoply database and also the response time of your Panoply server.
5. Can I connect Views created in Panoply (apart from Tables) to Zoho Analytics?
Yes, you can connect with both Views and Tables created in Panoply to Zoho Analytics.
6. Will foreign keys defined between my tables in Panoply database be linked in Zoho Analytics as well?
Yes. In case you have linked two or more tables in your Panoply database using foreign keys, they will be linked automatically using a Look-up column in Zoho Analytics as well.
7. I got an alert message "This view cannot be accessed due to some changes made in the table" while accessing my tables/reports in Zoho Analytics. What should I do?
This alert message will be displayed when Zoho Analytics is not able to access the information from Panoply. This could be because the tables/columns that you are trying to access in Zoho Analytics is deleted or renamed in Panoply.
In this case, it is recommended that you remap the table/column. Refer to this presentation to know how to remap a table.
8. What is a Mismatch?
When you have created reports in Zoho Analytics over the tables or columns which no longer have a direct mapping in Panoply database, it will be listed as mismatch.
So, ensure that the tables/columns in Zoho Analytics workspace and Panoply database matches. The tables/columns that do not match will be listed in the Mismatch tab of the Panoply ConnectionSettings page. Refer the next question to know more about mismatch.
9. When do Mismatches occur and how to resolve them?
10. How to reflect the meta data changes of individual tables from the cloud database instantly?
When you have meta data changes on any one of your tables or all the involved tables, you can instantly reflect those changes in Zoho Analytics. Changes in meta data include updates to the table such as column addition and deletion. Follow the steps below to do this.
Open the required workspace, and click the Data Sources tab from the side panel.
Navigate to the required data source, and click the Sync option that appears on mouse over the required table name.
The meta data changes of the selected table will be reflected instantly from the cloud database to the Zoho Analytics table.
You can also update the meta data of all tables from the cloud database together by clicking the Sync Design button.
11. Can I connect new columns added in my Panoply database to Zoho Analytics?
Yes, you can connect the new columns that are added in your Panoply database to Zoho Analytics from the Panoply Connection Settings page. Refer to this presentation to know more.
Note:
If there exists a mismatch between the already available data in your Zoho Analytics workspace and your Panoply database, Zoho Analytics will NOT be able to fetch the new column information. In this case, you need to first resolve the mismatches to connect to the new columns.12. Can I change the data-type of the columns in Zoho Analytics?
No, you cannot change the data type of the columns in Zoho Analytics.
13. Can I import data from other data sources into the same workspace that I have used to connect with Panoply?
No, you cannot import data from other data sources into the same workspace that you have used to connect with Panoply.
14. Can I create Query Tables over the Panoply data?
No, you will not be able to create Query Tables if you have setup the workspace using the Panoply Live Connect option. This is because this option does not fetch and store the data locally in Zoho Analytics. If you wish to create Query Tables, we request you to use the Data Import option.
15. What happens when I delete or rename the database in Panoply?
When you delete or rename a database in Panoply, Zoho Analytics loses its connectivity with Panoply. Thereafter, a warning message, as shown below, would be displayed. This error message will also be displayed if there are any connectivity issues or if your Panoply credentials have expired.
For more information regarding the same, refer to the Edit Connection presentation.
16. How do I remove the Setup?
You have to delete the workspace in Zoho Analytics to remove the connection setup.
To delete the workspace,
- Log in to Zoho Analytics
- Click the More Actions icon that appears on mouse hover adjacent to the workspace name that you want to delete
- Click the Delete Workspace option
17. What are the limitations of using the Panoply Live Connect?
Given below are a few short comings that one might face while using the Panoply Live Connect option.
- Data from your Panoply database will NOT be locally stored in Zoho Analytics. Zoho Analytics will generate appropriate queries to fetch the required data live from Panoply and show you the report. Hence, the loading time will directly depend on the performance of Panoply.
- Any changes such as column addition/deletion/renaming will not be mapped automatically. The user must manually map the updates made.
- Users cannot combine data from other data sources into the same workspace in which you have connected the Panoply database.
- Users cannot create query tables.
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