Note: Zoho Analytics currently has direct connections with cloud services such as Amazon RDS, Amazon Redshift, Amazon Athena, Microsoft Azure, Google BigQuery, Google Cloud SQL, Snowflake, Oracle Cloud, IBM Cloud, Heroku PostgreSQL, and Panoply. If you have your data stored in any of them you can import your data into Zoho Analytics directly by using the appropriate options. It is mandatory that you whitelist Zoho Analytics IP addresses in your cloud service. This is because only post whitelisting will Zoho Analytics be allowed to access the information stored in the database. Click here to get the complete list of IP addresses that need to be whitelisted.
Please do note that trying to import data into Zoho Analytics before whitelisting the IP addresses will result in import failure.
After setup, you might have to wait sometime for the initial fetch to happen. This depends upon the amount of data fetched from the cloud database and also the response time of the server. You will receive an email notification once the import is complete. If you access the Workspace before the initial fetch, it will not display any data.
When importing multiple tables, the foreign keys defined between the tables in your cloud service 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.
Yes, you can change the datatype of the columns imported into Zoho Analytics. However, it is necessary that the datatype of your column is compatible with the datatype of the column in your Cloud database for successful data synchronizations. It is always recommended that you change the data type in both your cloud service as well as your Zoho Analytics database.
Yes, follow the below steps to import data into an existing workspace:
Configuring the import will be similar to the steps followed in this Setup presentation.
To remove the setup,
Please do note that this only removes the connection. You can still continue accessing the Workspace in Zoho Analytics.
It is mandatory that you whitelist Zoho Analytics IP addresses in your cloud service. This is because only post whitelisting will Zoho Analytics be allowed to access the information stored in the database. Click here to get the complete list of IP addresses that need to be whitelisted.
Please do note that trying to import data into Zoho Analytics before whitelisting the IP addresses will result in import failure.
Tabulated below are the differences between the Data Import feature and Live Connect feature.
| Data Import |
Live Connect |
| Data in the cloud service will be imported and stored in Zoho Analytics. |
Data from cloud service 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 cloud service using customized queries. |
Custom Query feature is not available in cloud service Live Connect. |
| Multiple data sources can be imported into the same workspace and they can be combined for reporting & analysis purposes. |
Cannot import data from any other data source into the same workspace in which Live Connect from the cloud service 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. |
| 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 cloud service server response time and the amount of data in cloud service. |
As there is no data import process involved, the loading time depends upon the amount of data stored in your cloud service database and also the response time of your cloud service server.
This alert message will be displayed when Zoho Analytics is not able to access the information from the cloud service. This could be because the tables/columns that you are trying to access in Zoho Analytics is deleted or renamed in cloud service.
In this case, it is recommended that you remap the table/column. Refer to this presentation to know how to remap a table.
When you have created reports in Zoho Analytics over the tables or columns which no longer have a direct mapping in cloud service database, it will be listed as mismatch.
So, ensure that the tables/columns in Zoho Analytics workspace and cloud service database matches. The tables/columns that do not match will be listed in the Mismatch tab of the Amazon RDS Connection Settings page. Refer the next question to know more about mismatch.
Yes, you can connect the new columns that are added in your cloud service database to Zoho Analytics from the Amazon RDS 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 cloud service 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.
No, you cannot change the data type of the columns in Zoho Analytics.
No, you cannot import data from other data sources into the same workspace that you have used to connect with the cloud service.
No, you will not be able to create Query Tables if you have setup the workspace using the Other Cloud Service 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.
When you delete or rename a database in your cloud service, Zoho Analytics loses its connectivity with your cloud service. 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 cloud service credentials have expired.
For more information regarding the same, refer to the Edit Connection presentation.
You have to delete the workspace in Zoho Analytics to remove the connection setup.
To delete the workspace,
Given below are a few shortcomings that one might face while using the Other Cloud Services Live Connect option.
This error occurs in the following scenarios:
| Scenario |
Solution |
| Incorrect connection settings are specified |
Ensure that the correct Endpoint/Hostname, Port, and user credentials are specified. |
| Your cloud database service does not recognize Zoho Analytics as an authenticated agent to fetch the data |
To import data from your cloud service, you need to whitelist Zoho Analytics IP address. |
You will be able to connect live in Zoho Analytics only if,
Note: Zoho Analytics does not permit the import of data into an existing Workspace using the Live Connect option.