Visualize Charts Using Groupby and Aggregate functions

Visualize Charts Using Groupby and Aggregate functions

Hello!
 
Have you been using tables to present data in mail merged documents? If so, it maybe time to try a more interesting alternative. Charts help you present data in an exciting way, and make it easy to highlight specific aspects of your data.
 
With Writer, adding charts to mail merged documents is simple. Easily create and edit charts to meet your needs using different chart types, built-in aggregation functions, and chart customization options.
 

 

Aggregation in charts / Aggregate functions in charts
Pull data from your data source and choose an aggregate function to present it within your document. Writer offers Count, Count Distinct, Sum, Average, Min, Max, and Median functions to process your data however you need.

 

1. Numerical data aggregation
Data comprised entirely of numbers (such as the number of cars sold by a company) is numerical data. Compared with raw or individual data (like a list of all cars sold), aggregated data (such as the number of a specific type of car sold every month) is more useful. Writer helps you instantly aggregate data with built-in chart functions.



Writer's charts support the following aggregate functions: Count, Count Distinct, Sum, Average, Min, Max, and Median. For example, you can apply the Count function to the monthly sales data to get the number of cars sold per month. Similarly, the Average function will show the average number of sales per month. Click here to learn what each aggregation function does.

Aggregated data helps reveal patterns, and charts make the patterns easy to understand. In the case of our example, a chart provides an overview of the car company's monthly sales performance.

2. Non-numerical data aggregation
Any data without numbers (such as yes/no answers, or answers to open-ended questions) is non-numerical data. Let's say a fast food restaurant wants to add ice cream to its menu. It can run a survey among its customers asking for their favorite ice cream flavors. From there, it can use Writer to aggregate the responses, and present them in the form of a pie chart to easily understand customers' preferences.
 

 

3. Group By and Aggregate
For detailed analysis and insights, you may choose to split data into separate groups before aggregating them. For example, in addition to the total number of cars sold in a month, you might also want to know the number of hatchbacks, sedans, and coupes sold in a month. With Writer's Group By function in charts, segregating raw data into different groups and then aggregating them becomes simpler.

 



Advanced chart tools
Make your data visually appealing and easy to understand. After choosing a chart type, use various customization options, such as colors, wrap style, margins, position of legends and data labels, and font sizes.


That's all for now! Tryout Writer's charts, advanced chart tools, and aggregate functions in mail merge, and let us know what you think.

Need any help working with charts? Write to us at support@zohowriter.com or simply leave a comment.

Happy writing!

    • Sticky Posts

    • Easily perform calculations using dates with the new DATEDIF function

      Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:
    • Zoho Writer's WordPress extensions

      Hey Zoho Writer users! Say goodbye to all your WordPress content publishing woes with Zoho Writer's WordPress extensions. Publish content with all your formatting and images, republish content when you update a document, and more—from a single window
    • Date-based conditions and filters

      Configure conditions with date  Hi everyone! We are excited to announce that you can now compare and filter data with date-based conditions. This update lets you compare date fields in a document to a reference date and display a text or value if the
    • Introducing group by, aggregation, and repeating regions in mail merge templates

      Display data exactly the way you want and highlight key insights with Zoho Writer's enhanced merge templates. We've supercharged Zoho Writer's merge templates with the capability to dynamically group, aggregate, and repeat data as blocks. You can now
    • Say hello to an improved way to merge documents!

      Automating all your documents from start to finish is now easier than ever with Writer's new merge tools.   If you haven't seen it yet, you can read the main announcement here. Here is the full list of the features we've rolled out: 1. Dynamic Table Headers
    • Recent Topics

    • Introducing Data Bars: Graphically represent changes in data within the cells

      Conditional formatting has helped millions of spreadsheet users analyze and highlight their data more efficiently. In addition to the classic rules, color scales, and icon sets available in Zoho Sheet, you can now apply Data Bars, a convenient method
    • Default Font Size in Desk

      How do I set my default font size in Desk? It takes me about 45 minutes to find the place to set it, then, when I sign out of Zoho and log back in, it's back to font 10 again. Seems like this would be simple, but like everything with Zoho, it's buried
    • Tip #19 - Create checkbox tracker in your spreadsheet

      Hello Sheet users! We are here with yet another tip to help you get the most out of Zoho Sheet. Spreadsheets can be used to handle a variety of tasks, but ever tried using checkboxes to track the progress of your action items dynamically? Here's a sample
    • Tip #20 - Three things you probably didn't know you can do with picklists

      Hello Zoho Sheet users! We’re back with another quick tip to help you make your spreadsheets smarter. Picklists are a great tool to maintain consistency in your spreadsheet. Manually entering data is time-consuming and often leaves typos and irregular
    • Per Level Approval for admins

      We need Process admins like Zoho CRM in Zoho Books for per stage approval Currently in books, admins only have the option for Final Approval But for example, in cases like when an employee is on leave, we can't just approval one level we only have option
    • Feature enhancement: Highlight rows based on a cell value

      Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw
    • Updating custom fields in Zoho Projects

      Hi I am wondering if anyone has experience with custom fields in Zoho Projects. I am struggling to update the field using either deluge or the api endpoint. My code is: //custom_Map = map(); custom_Map = {"UDF_DOUBLE_1":"0.27"}; update_Map = map(); update_Map.put("custom_fields",custom_Map.toList());
    • Markdown for Desk?

      Hi, my company wants to use markdown for formatting text in Desk (in all modules there, especially Tickets and Helpcenter). Zoho already offers use of markdown in several products (see https://help.zoho.com/portal/en/kb/backstage/microsite-guide/formatting-with-markdown/articles/formatting-with-markdo)
    • Change Currency symbol

      I would like to change the way our currency displays when printed on quotes, invoices and purchase orders. Currently, we have Australian Dollars AUD as our Home Currency. The only two symbol choices available for this currency are "AU $" or "AUD". I would
    • Calendar not working

      Are we the only ones. On any browser we cannot click on any of our calendar appointments and get them to open. They just make the browser loop. WE have reached out and have been told they are working on it. The office staff are really stuck. The point
    • WhatsApp Message Template Quick Reply Buttons

      Hello, I created my first Message Template to overcome the 24-hr messaging window and it was approved by WhatsApp/Meta. When I go to Meta, I also see that template brought from Zoho Desk, and used it via Zoho Desk IM. However, I notice that when in Meta's
    • Account in Quick View Filter

      I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any
    • Set Display for Numbers/Currency/etc with Client Script/Customization in Canvas List Page

      Is it possible to set a display mask for a number/currency field using Client Script or customization? I have custom fields that I would like to keep the decimal places for calculation purposes, but do not need them displayed to the user. So 101.3568
    • 136.143.188.51 blocked by spamcop

      Zoho mailserver seems to be blocked by spamcop. Cant send mail to my customer. Not sure what to do.
    • 🚀 WorkDrive 5.0: Evolving from a file sharing app to an intelligent content management platform: Phase 2

      Hello everyone, WorkDrive's primary focus has always been to provide an intelligent and secure content management platform, simplify collaboration, and be the central repository of files for all Zoho apps. In our previous announcement, we unveiled the
    • i keep see there is a connetion issue connecting 3rd party api on zoho when using zia

      hi there , i have set up open ai api to zoho zia (copied and pasted to zoho zia) but I keep getting notificaiton "there is a connetion issue connecting 3rd party api on zoho" when using zia on top when click zia and try to type in word there
    • Deleting Fields in CRM Deletes Views in Analytics

      Hey friends! I'm having some issues when we modify some fields within ZohoCRM. There are times where we need to sunset a field and eventually completely remove it. In these instances, it seems like a lot of views are removed in Analytics. This ranges
    • Zoho Desk Android and iOS app update: Access multilingual templates on the IM module

      Hello everyone! We have introduced multilingual templates on the IM module of the Zoho Desk mobile app allowing you to send IM template messages in translated versions. iOS: Android: Please update the app to the latest version directly from the App Store/
    • Does Zoho offer a full WhatsApp Marketing Platform (like WATI / GallaBox)?

      lm exploring WhatsApp marketing and I’d like to understand what options are available within the Zoho ecosystem. Currently, I see: Zoho SalesIQ has a broadcast option, but it seems very limited — for example, it doesn’t support uploading contacts via
    • Custom buttons

      Getting Error "You can only create 10 custom buttons per module" ! I already have more than 10 for 1 module before trying to create another. Is this a new restriction brought about by the all knowing what's best for businesses Zoho guru ? It would be
    • The Social Wall: October 2025

      Hello everyone, As we head toward the end of the year, we’re bringing you a few updates to help give your social media efforts a strong finish. This month, we’re rolling out new enhancements across both the web and mobile app. Post Preview Have you ever
    • Client Script | Update - Support for List Page (Canvas) and Notes

      Hello everyone! We are glad to announce two exciting updates in Client Script. Client Script support for List Page (Canvas) Client Script support for Notes These open the door to more dynamic and interactive customizations! 1. Client Script support for
    • Pincode Based Pricing

      We want to give extra discount to customers within city limits because our shipping and packing costs are less. My proposal is assign list of pincodes to price list and assign the price list to customers whenever they sign up with pincodes. Also show
    • feature question: lookup field in Projects task layout

      Hello, Below we have interface to configure a custom task layout, however, we need a lookup field to let pickup data from other apps, such as Zoho CRM Products module, is that possible or already in your roadmap? or a workaround to achieve it? Thanks in advance.
    • What's New in Zoho Analytics - October 2025

      Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme
    • Zoho Analytics & SQL Server - Live connect

      Below are the steps I did Created a fresh database and table in my own virtual server Created a new data source connection with live connect I was able to select the tables and created the data source successfully I am getting the error when I try to
    • Explore the Redesigned Quotes Module in Zoho Billing

      Dear users, We’re excited to introduce a refreshed look for the Quotes details page in Zoho Billing! This update brings you a more efficient user interface experience without changing your existing workflow. We've enhanced layouts with organized tabs,
    • Latest updates in Zoho Meeting | Create departments, Share PDF files

      Hello all,   You can now create departments to group team members within your organization. This will make it easier for you to organize department-level meetings and invite members. In webinars, use the Share material feature to share PDF files directly
    • Unify All Zoho Video Meeting Experiences into One Standardized Platform

      Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho
    • Import VAT Kenya

      Hi. I am quite lost on how to account for VAT when importing. We are an import and distribution company and when importing we get a customs entry with VAT which we pay and claim for this VAT as we do our monthly sales. My question is how to record this
    • [Free Webinar] Product Updates: Quick Catch-Up Session - Part I - Creator Tech Connect

      Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar featuring deep-dive technical sessions designed for developers, administrators, and app builders.
    • Project expenses in Zoho Books

      Just the way timesheet is used to calculate labour cost for a particular project, how do i record other expenses against a project such as materials and consumables used for the project? So that under report, I can view the total amount expended on each
    • Blueprint status change

      I want to change the Blueprint status of a workflow. The status is completed automatically when I added the record through API call. But I want to make it active, I don't see any options for this. Even if I draw transition from any stage , it is not visible
    • What is going on with GMail extension.

      Suddenly, it is popping up and saying "Please wait while we work our magic... 10%" and it sits there. Yesterday I waited for an entire hour call and it never got further. Today, it's not resolved. Is there a fix I can do? I've tried all the typical
    • Marketing Tip #6: Cross-sell with related products

      Don’t let customers stop at just one product. Suggesting related or complementary items improves the shopping experience and increases order value. Try this today: Use the Item Recommendations feature in Zoho Commerce and add two to three suggested items
    • i cannot use <b></b> to bold the message in Creator C6!!!!???What?

      Dear experts and friends, Now Creator 6 blocking us from using <b></b> Anyone facing this issue? I faced it on Creator C6 Previously, it used to work. Now failed to work. Faint~ Seek guidance from everyone on how to bold the message. The super simple
    • Zoho Writer - Option to Export as .zdoc format

      I've noticed that it's not possible to export a Zoho Writer Document in the .zdoc format. Isn't zdoc, Zoho Writer's own format? My use case is that I sometimes need to create quite complex documents with floating elements, which sometimes need to become
    • [Announcement] Enhanced Merge APIs of Zoho Writer for automating document generation using Zoho Apps data

      Hi users, With the record_id parameter in Zoho Writer's Merge APIs, fields related to the given record id is automatically fetched from the Zoho app. You don't have to spend time manually mapping the records and fields in the Deluge code. Here is a sample
    • Pin multiple columns and adjust column widths in CRM subforms

      Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's
    • [Webinar] Automate sales and presales workflows with Writer

      Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales
    • Next Page