Zoom Connector for Tableau
In this article you will learn how to integrate Using Zoom Connector you will be able to connect, read, and write data from within Tableau. Follow the steps below to see how we would accomplish that. The driver mentioned above is part of ODBC PowerPack which is a collection of high-performance Drivers for various API data source (i.e. REST API, JSON, XML, CSV, Amazon S3 and many more). Using familiar SQL query language you can make live connections and read/write data from API sources or JSON / XML / CSV Files inside SQL Server (T-SQL) or your favorite Reporting (i.e. Power BI, Tableau, Qlik, SSRS, MicroStrategy, Excel, MS Access), ETL Tools (i.e. Informatica, Talend, Pentaho, SSIS). You can also call our drivers from programming languages such as JAVA, C#, Python, PowerShell etc. If you are new to ODBC and ZappySys ODBC PowerPack then check the following links to get started. |
Connect to Zoom in other apps
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Create Data Source in ZappySys Data Gateway based on API Driver
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Download and install ZappySys ODBC PowerPack.
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Search for gateway in start menu and Open ZappySys Data Gateway:
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Go to Users Tab to add our first Gateway user. Click Add; we will give it a name tdsuser and enter password you like to give. Check Admin option and click OK to save. We will use these details later when we create linked server:
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Now we are ready to add a data source. Click Add, give data source a name (Copy this name somewhere, we will need it later) and then select Native - ZappySys API Driver. Finally, click OK. And it will create the Data Set for it and open the ZS driver UI.
ZoomDSN
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When the Configuration window appears give your data source a name if you haven't done that already, then select "Zoom" from the list of Popular Connectors. If "Zoom" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:
ZoomDSNZoom -
Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.
OAuth App must be created under Admin Console > Channel > API > Settings. [API Help..]
Steps to get Zoom Credentials : OAuth Authentication [OAuth]
Perform the following steps to get the Zoom OAuth credentials (i.e. Client ID and Client Secret)
- Go to Zoom Marketplace Portal and sign in there.
- Once you successfully login then select "Build App" option from Develop dropdown from top left on the page.
- Click on Create button of OAuth panel section of page.
- Enter the name for your application and choose app type (Recommneded "Account-Level App") option for your API
- Then proceed with clicking Create button.
- In Redirect URL for OAuth enter this https://zappysys.com/oauth as Redirect URI and add it to allow lists.
- Copy Client ID and Client Secret here and paste it into Connection Manager Required Paramters section in respective place holders
- Add appropiate scopes from the Scopes menu option to the right side of page for your API as below :
- meeting:read;
- meeting:write;
- user:read;
- user:write;
- user_info:read;
- meeting:read:admin;
- chat_channel:read;
- chat_channel:write;
- chat_contact:read;
- chat_message:read;
- chat_message:write;
- contact:read;
- pac:read;
- pac:write;
- phone:read;
- phone:write
- phone_call_control:read;
- phone_call_control:write;
- phone_call_log:read;
- phone_call_log:write;
- phone_e911:read;
- phone_recording:read;
- phone_recording:write;
- phone_sms:read;
- phone_sms:write;
- phone_voicemail:read;
- phone_voicemail:write;
- recording:read;
- recording:write;
- tsp:read
- tsp:write;
- user:read;
- user:write;
- user_info:read;
- user_zak:read;
- webinar:read;
- webinar:write
- Click Generate Token button on Connection Manager UI to generate tokens.
- That's it!
Fill in all required parameters and set optional parameters if needed:
ZoomDSNZoomOAuth Authentication [OAuth]https://api.zoom.us/v2Required Parameters ClientId Fill in the parameter... ClientSecret Fill in the parameter... RedirectUrl Fill in the parameter... TokenUrl Fill in the parameter... AuthorizationUrl Fill in the parameter... Optional Parameters Scope Fill in the parameter... RetryMode Fill in the parameter... RetryStatusCodeList Fill in the parameter... RetryCountMax Fill in the parameter... RetryMultiplyWaitTime Fill in the parameter... -
Once the data source has been configured, you can preview data. Select the Preview tab and use settings similar to the following to preview data:
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Click OK to finish creating the data source.
Read data in SQL Server from the ZappySys Data Gateway
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To read the data in SQL Server the first thing you have to do is create a Linked Server. Go to SQL Server Management Studio and configure it in a similar way:
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Then click on Security option and configure username we created in ZappySys Data Gateway in one of the previous steps:
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Optional: Under the Server Options, Enable RPC and RPC Out and Disable Promotion of Distributed Transactions(MSDTC).
You need to enable RPC Out if you plan to use
EXEC(...) AT [MY_LINKED_SERVER_NAME]
rather than OPENQUERY.
If don't enabled it, you will encounter theServer 'MY_LINKED_SERVER_NAME' is not configured for RPC
error.Query Example:
EXEC('Select * from Products') AT [MY_LINKED_SERVER_NAME]
If you plan to use
'INSERT INTO...EXEC(....) AT [MY_LINKED_SERVER_NAME]'
in that case you need to Disable Promotion of Distributed Transactions(MSDTC).
If don't disabled it, you will encounter theThe operation could not be performed because OLE DB provider "SQLNCLI11" for linked server "MY_LINKED_SERVER_NAME" was unable to begin a distributed transaction.
error.Query Example:
Insert Into dbo.Products EXEC('Select * from Products') AT [MY_LINKED_SERVER_NAME]
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Finally, open a new query and execute a query we saved in one of the previous steps:
SELECT * FROM OPENQUERY([MY_LINKED_SERVER_NAME], 'SELECT * FROM Products');
Create Linked Server using Code
In previous section you saw how to create a Linked Server from UI. You can do similar action by code too (see below). Run below script after changing necessary parameters. Assuming your Data Source name on ZappySys Data Gateway UI is 'ZoomDSN'
USE [master]
GO
--///////////////////////////////////////////////////////////////////////////////////////
--Run below code in SSMS to create Linked Server and use ZappySys Drivers in SQL Server
--///////////////////////////////////////////////////////////////////////////////////////
//Replace YOUR_GATEWAY_USER, YOUR_GATEWAY_PASSWORD
//Replace localhost with IP/Machine name if ZappySys Gateway Running on different machine other than SQL Server
//Replace Port 5000 if you configured gateway on a different port
--1. Configure your gateway service as per this article https://zappysys.com/links?id=10036
--2. Make sure you have SQL Server Installed. You can download FREE SQL Server Express Edition from here if you dont want to buy Paid version https://www.microsoft.com/en-us/sql-server/sql-server-editions-express
--Uncomment below if you like to drop linked server if it already exists
--EXEC master.dbo.sp_dropserver @server=N'LS_ZoomDSN', @droplogins='droplogins'
--3. Create new linked server
EXEC master.dbo.sp_addlinkedserver
@server = N'LS_ZoomDSN' --Linked server name (this will be used in OPENQUERY sql
, @srvproduct=N''
---- For MSSQL 2012,2014,2016 and 2019 use below (SQL Server Native Client 11.0)---
, @provider=N'SQLNCLI11'
---- For MSSQL 2022 or higher use below (Microsoft OLE DB Driver for SQL Server)---
--, @provider=N'MSOLEDBSQL'
, @datasrc=N'localhost,5000' --//Machine / Port where Gateway service is running
, @provstr=N'Network Library=DBMSSOCN;'
, @catalog=N'ZoomDSN' --Data source name you gave on Gateway service settings
--4. Attach gateway login with linked server
EXEC master.dbo.sp_addlinkedsrvlogin
@rmtsrvname=N'LS_ZoomDSN' --linked server name
, @useself=N'False'
, @locallogin=NULL
, @rmtuser=N'YOUR_GATEWAY_USER' --enter your Gateway user name
, @rmtpassword='YOUR_GATEWAY_PASSWORD' --enter your Gateway user's password
GO
--5. Enable RPC OUT (This is Optional - Only needed if you plan to use EXEC(...) AT YourLinkedServerName rather than OPENQUERY
EXEC sp_serveroption 'LS_ZoomDSN', 'rpc', true;
EXEC sp_serveroption 'LS_ZoomDSN', 'rpc out', true;
--Disable MSDTC - Below needed to support INSERT INTO from EXEC AT statement
EXEC sp_serveroption 'LS_ZoomDSN', 'remote proc transaction promotion', false;
--Increase query timeout if query is going to take longer than 10 mins (Default timeout is 600 seconds)
--EXEC sp_serveroption 'LS_ZoomDSN', 'query timeout', 1200;
GO
Create View in SQL Server
Finally, use this or similar query in a view or stored procedure, which you will be able to use in Tableau. We will create a view to return invoices:
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CREATE VIEW vwApiInvoices AS SELECT * FROM OPENQUERY([MY_LINKED_SERVER_NAME], 'SELECT * FROM Invoices')
Read data in Tableau from SQL Server
Actually, we will be getting data from SQL Server which in turn will be getting data from ZappySys Data Gateway data source. Let's begin and see how to accomplish that:
- Open Tableau Desktop and click File > New
- To create new Connection click More > Microsoft SQL Server > Enter your credentials to connect to SQL Server (in our example before we used tdsuser):
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Once connection is created for SQL Server we can read Zoom data 3 different ways:
- Query View which contains OPENQUERY to Linked Server for Zoom data
- Use direct SQL Query using OPENQUERY
- Use Stored Procedure (Mostly useful to parameterize calls
- See below example to pull data from Zoom in Tableau using SQL View approach:
- Once your data sources are created you can click on Sheet1 and drag fields to create visualizations for Tableau Dashboard:
Passing Parameters to Zoom calls in Tableau (Dynamic SQL)
Now let's look at scenario where you have to pass parameters to build Dynamic Dashboard. You can try to insert Parameters in your Direct SQL when you build Dynamic SQL but we found some issues with that so we are going to suggest Stored Procedure approach. For more information on Known issue on Dynamic Metadata Check this post.-
First lets create a stored procedure in SQL Server for Parameter Example. Notice how we added WITH RESULT SETS in the code to describe metadata.
--DROP PROC dbo.usp_GetInvoicesByCountry --GO /* Purpose: Parameterize Zoom call via SQL. Call ZappySys Drivers inside SQL Server. */ CREATE PROC dbo.usp_GetInvoicesByCountry @country varchar(100) AS DECLARE @sql varchar(max) --//Escape single ticks carefully SET @sql = 'SELECT OrderID,CustomerID,Country,Quantity FROM $ WITH (Src=''https://services.odata.org/V3/Northwind/Northwind.svc/Invoices?$format=json@filter=Country eq '+ @country +''' ,Filter=''$.value[*]'' ,DataFormat=''OData'' )' DECLARE @sqlFull varchar(max) SET @sqlFull='SELECT * FROM OPENQUERY( [LS] , ''' + REPLACE( @sql, '''', '''''' ) + ''' )' PRINT @sqlFull --//For DEBUG purpose EXECUTE (@sqlFull) WITH RESULT SETS ( (OrderID int,CustomerID varchar(100),Country varchar(100),Quantity int) --//describe first result. If you don't do this then wont work in Tableau ) GO -- Example call EXEC dbo.usp_GetInvoicesByCountry @country='Germany'
- Once you create a stored procedure go to Tableau datasource and select Database which contains the stored procedure we just created.
- Now find your stored proc and drag it on the datasource pane. You will see parameters UI as below. You can create new parameter - Select New Parameter under Value Column.
- Thats it now you can reuse your parameterized datasource anywhere in Dashboard.
- If you have need to select Parameters from predefined values rather than free text then edit your parameter and select List option. Define values you like to select from as below.
- When you create Tableau Dashboard you will see Parameter dropdown (If you selected List) elase you may see Textbox to enter custom value.
Firewall settings
So far we have assumed that Gateway is running on the same machine as SQL Server. However there will be a case when ZappySys ODBC PowerPack is installed on a different machine than SQL Server. In such case you may have to perform additional Firewall configurations. On most computers firewall settings wont allow outside traffic to ZappySys Data Gateway. In such case perform following steps to allow other machines to connect to Gateway.
Method-1 (Preferred)If you are using newer version of ZappySys Data Gateway then adding firewall rule is just a single click.
- Search for gateway in start menu and open ZappySys Data Gateway.
- Go to Firewall Tab and click Add Firewall Rule button like below. This will create Firewall rule to all Inbound Traffic on Port 5000 (Unless you changed it).
- Search for Windows Firewall Advanced Security in start menu.
- Under Inbound Rules > Right click and click [New Rule] >> Click Next
- Select Port on Rule Type >> Click Next
- Click on TCP and enter port number under specified local port as 5000 (use different one if you changed Default port) >> Click Next
- Select Profile (i.e. Private, Public) >> Click Next
- Enter Rule name [i.e. ZappySys Data Gateway – Allow Inbound ] >> Click Next
- Click OK to save the rule
Advanced topics
Create Custom Stored Procedure in ZappySys Driver
You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.
Steps to create Custom Stored Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
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Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
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Enter the desired Procedure name and click on OK:
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Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored procedure in the ZappySys Driver:
Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here
CREATE PROCEDURE [usp_get_orders] @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>' AS SELECT * FROM Orders where OrderDate >= '<@fromdate>';
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That's it now go to Preview Tab and Execute your Stored Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:
Exec usp_get_orders '1996-01-01';
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Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC usp_get_orders @fromdate=''1996-07-30''')
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Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
Create Custom Virtual Table in ZappySys Driver
ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.
If you're dealing with Microsoft Access and need to import data from an SQL query, it's important to note that Access doesn't allow direct import of SQL queries. Instead, you can create custom objects (Virtual Tables) to handle the import process.
Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.
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Go to Custom Objects Tab and Click on Add button and Select Add Table:
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Enter the desired Table name and click on OK:
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And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.
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Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here
SELECT "ShipCountry", "OrderID", "CustomerID", "EmployeeID", "OrderDate", "RequiredDate", "ShippedDate", "ShipVia", "Freight", "ShipName", "ShipAddress", "ShipCity", "ShipRegion", "ShipPostalCode" FROM "Orders" Where "ShipCountry"='USA'
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That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:
SELECT * FROM "vt__usa_orders_only"
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Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.
SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')
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Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
Actions supported by Zoom Connector
Zoom Connector support following actions for REST API integration. If some actions are not listed below then you can easily edit Connector file and enhance out of the box functionality.Parameter | Description |
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UserId |
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Parameter | Description |
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UserId |
|
Parameter | Description |
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MeetingId |
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Parameter | Description |
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UserId |
|
MeetingId |
|
Parameter | Description |
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MeetingId |
|
Parameter | Description |
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MeetingId |
|
Parameter | Description |
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UserId |
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Parameter | Description |
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WebinarId |
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Parameter | Description |
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WebinarId |
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Parameter | Description |
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WebinarId |
|
Parameter | Description |
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Url |
|
Body |
|
IsMultiPart |
|
Filter |
|
Headers |
|
Zoom Connector Examples for Tableau Connection
This page offers a collection of SQL examples designed for seamless integration with the ZappySys API ODBC Driver under ODBC Data Source (36/64) or ZappySys Data Gateway, enhancing your ability to connect and interact with Prebuilt Connectors effectively.
List Users [Read more...]
Lists all available Users for organization level
SELECT * FROM Users
Get Settings [Read more...]
Get the user settings by by user id
SELECT * FROM UserSettings
WITH(
UserId='me' -- enter user id or email
)
--You can get UserId by selecting from 'list_users' endpoint and also this value available as dropdown value for UserId parameter.
List Meetings [Read more...]
List all the meetings for a selected User
SELECT * FROM Meetings
WITH(
UserId ='me' -- enter user id or email
)
--You can get UserId by selecting from 'list_users' endpoint and also this value available as dropdown value for UserId parameter.
Get Meeting [Read more...]
Select a meeting from the list_meetings by providing meeting id
SELECT * FROM Meetings Where id=1234
--You can get id by selecting from 'list_meetings' endpoint and also this value available as dropdown value for MeetingId parameter.
List Meeting Registrants [Read more...]
Select a meeting registants for the specific meeting id
SELECT * FROM MeetingRegistrants
WITH(
MeetingId='1234'
)
--You can get MeetingId by selecting from 'list_meetings' endpoint and also this value available as dropdown value for MeetingId parameter.
List Past Meeting Registrants [Read more...]
Select a past meeting registants for the specific meeting id
SELECT * FROM PastMeetingRegistrants
WITH(
MeetingId='123456'
)
--You can get MeetingId by selecting from 'list_meetings' endpoint and also this value available as dropdown value for MeetingId parameter.
List Registration Questions [Read more...]
Select a meeting registants questions for the specific meeting id
SELECT * FROM RegistrationQuestions
WITH(
MeetingId='123456'
)
--You can get MeetingId by selecting from 'list_meetings' endpoint and also this value available as dropdown value for MeetingId parameter.
List Webinars [Read more...]
Lists all available Webinars for a selected User with webinars access rights
SELECT * FROM Webinars
WITH(
UserId='test' -- enter user id or email
)
--You can get UserId by selecting from 'list_users' endpoint and also this value available as dropdown value for UserId parameter.
List Webinar Registrants [Read more...]
Select a webinar registants for the specific webinar id
SELECT * FROM [WebinarRegistrants]
WITH(
WebinarId='123456'
)
--You can get WebinarId by selecting from 'list_webinars' endpoint and also this value avialable as dropdown value for MeetingId parameter.
Get Webinar [Read more...]
Select a webinar from the list_webinars by providing webinar id
SELECT * FROM Webinars Where id=1234
--You can get id by selecting from 'list_webinars' endpoint and also this value available as dropdown value for WebinarId parameter.
Get Webinar Settings [Read more...]
Select a webinar from the list_webinars by providing webinar id
SELECT * FROM WebinarSettings
WITH(
WebinarId='85463711883'
)
--You can get WebinarId by selecting from 'list_webinars' endpoint and also this value available as dropdown value for WebinarId parameter.
Conclusion
In this article we discussed how to connect to Zoom in Tableau and integrate data without any coding. Click here to Download Zoom Connector for Tableau and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).
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