Trying to Access all Zoho analytics data?
Hello, I am using post man at the moment to test the API connection to Zoho Anaylitics. When it comes to the URL and parameters, I think I am missing something or adding the wrong information in a step. This is currently what I am trying: GET: https://accounts.zoho.com/oauth/v2/auth?
Can we consolidate data from multiple Zoho Books organizations having different home currency in Zoho Analytics?
Hello, Can we connect Zoho Books account having multi organizations with Zoho Analytics to consolidate data from all organizations? Each Books organization has it's own home currency like INR, USD, GBP etc. How to consolidated Sales figure and show amount
Solution of the Week - Consolidated Balance Sheet for multiple orgs, multiple countries with different base currencies
In the previous posts, we discussed how to create a consolidated balance sheet for scenarios using Zoho Analytics where multiple outlets operate within a single country using the same base currency, and for cases where there is an organization with a
Custom Formula - Zoho Analytics
Hi, I want to see profit% for each customer. However the aggregate formula on the tool is not the most accurate as it ignores purchase discounts all together and gives the % on Sale Price and not Purchase Price. I tried adding custom formula but could
How can I calculate the physical stock available for sale?
Hey Zoho Team, I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics. Can you please let me know how the physical stock available for sale is calculated?
Waterfall Chart
Hello, I would like to create a waterfall chart on Zoho analytics which shows the movement in changes of budget throughout a few months, on a weekly basis. Should look something like the picture below. Does anyone know how to?
Date from a date field to today
Here is my query, but it's not calculating correctly. I'm trying to determine how many weekdays have occurred between "23-24 Start Date" and today, but I'm getting a number that's much too high. SELECT "Q_DataWalls_Time-Off_23-24"."Name", DATEDIFF(WEEKDAY,
Data imported through URL data sources will show HTML codes instead of special characters.
We have a data source configured to import information from a URL. Some of the data contains apostrophes that will not be displayed as the actual characters but as HTML code. Example: let's go will be displayed as let's go Is there an option in the
Import Pandas data frame into an existing table in ZOHO analytics
I need to import pandas dataframe into zoho analytics table which is already existing in ZOHO analytics. How should I do that?
Need Query to Output as Date
Hi, I'm new to Zoho/queries.....In my formula below, I need "23-24 Start Date" to output in a date format, but when i try to change the data type after I execute my query, it says it's not compatible. How do I fix that? SELECT "Staff Demographic Data
Analytics - String to Duration
Hey friends! Our calls module is logging the call duration automatically and it's coming into Zoho Analytics as a string. When I try to change the data type from the parent data set, I'm unable to as it's a system table. I'm trying to get around this
Query table count function
I am trying to create an SQL query table with the aim of producing the attached stacked bar chart in Zoho Analytics. I can count the number of S1 payments as follows: SELECT abs_month("S1 invoice received"), count(abs_month("S1 invoice received")) AS
First reply time in hours - Zoho Desk
Hi, We are trying to build a report to see the time it takes to reply to our customers when they create a ticket. We are using the "First Reply time in hours", but checking with the tickets does not seem to show the right value for some tickets. How can
ZOHO Reports is not Working !
This error is coming up: Please fix it ASAP. Sorry!! Unable to display this page Sorry, an unexpected error occured when performing this operation. The error has been logged and will be looked into. It would be of great help if you could provide us with additional information using the ''Feedback'' link at the top of this page. 1. The error has been logged and will be looked into. 2. It would be of great help if you could provide us with additional information using the feedback link.
Trial: Project Status Overview Report Not Showing All Projects
We use Zoho Projects to track our teams IT projects. I'm currently evaluating Analytics to get better reporting capabilities of our projects. Unfortunately, when I run the "Project Status Overview" report, only 2 projects of the 8 projects currently open
Zoho report aggregate function issue
Hi, I wanted to write a formula connecting 2 tables. But currently im facing this error Alert Message Sorry, you cannot create a formula column involving columns from multiple tables. This is my formula. Can you help me with a workaround. Infact, i have
Dashboard User Filters synchronize across all tabs
Is there a way to synchronize dashboard user filters across all tabs of a dashboard. For example, if I defined a user filter to allow the user to select a data range for the dashboard, I want that range to apply to all tabs of the dashboard so the user
Is there a way to remove the border color of widgets on a dashboard?
I have a dashboard with a multicolor theme. There are four pivots with detailed information, and Zoho auto-assigns a fill color to each of the headers. I added a widget that has summary information for each of the four pivots and made the fill color match
Compare differences between data in different groups (year, year/month)
Hi, I need to compare data in a pivot table. I found articles related to the % of, however it seems that this only allows comparison with values within the same group. Let's say I have my data segmented by Year, then Year & Month. If I want to compare
Completion age Tier Range - Zoho desk
Hello, we have built a graph about the resolved tickets by time and we would like to modify the range in the lagend, lo make different buckets but we are unable to find how. Thanks!
Mapping Date Columns in Filters
Hi Team, I created a chart where I am tracking USD in proposals per month by their sent date, won date, and projected close date. Those dates are all fields in the proposal record. On the x axis I am using sent date. On the y axis I have a sum_if formula
Creating a staked bar chart in Zoho Analytics where the x axis is the date of two different fields
Hi, i would like to create a staked bar chart in Zoho Analytics where the x axis is the date of two different dependent date ranges. The first date range is the date when a stage one payment is received in the CRM. The second date range is the date when
I need help with a column
I need to help me to make a formula for a column, it is to determine that when the data is greater within a specific column, is a type of retention, if it is less, is another type of retention, and if it is much less, is another type of retention, I get
Average agent time reply - Zoho Desk
Hello, We are building a report where we would like to see the average time that an agent takes to reply to their customers. In Analytics we were using the measure "tiempo total de respuesta en horario laboral", but it does not show the correct values
How to put a dashboard offline?
Hi, I have a dashboard which is shared to several people within the organisation. I need to make some significant changes to the dashboard. What is the easiest way to make the dashboard offline during development of new features and put them live again
How to compare data from last 7 days to previous period?
I would like to create Widget that shows data - counts the number of specific contacts that changed their Stage to a Win Stage in the last 7 days. After that, and at the same widget, I would like to see same data from the previous period. Can I do that?
Pivot chart - Formula (customisable) rows
Currently, the Pivot chart has a "grand total" bottom row that adds the values in the chart. However, I need this row to perform a different calculation. Specifically, I'm building a multi-dimensional income statement which need to subtract expenses from
Apply Filter to multiple tabs in a Dashboard
Like the subject says, I have a Dashboard with 6 tabs across the top first tab is an overview Subsequent tabs are different views of the same data, to show computers that are out of compliance ie. needs operating system upgrade, not enough RAM etc. All
Editing data sources as workspace admin?
Hi there, is there any way to allow workspace admins to edit data sources? I am a primary user of the account (across two workspaces), but not the account admin, so whenever I need to change import settings for data sources, I need to contact the account admin first and wait until they make the changes I asked for. This is very frustrating and time consuming. Please advise! Thanks, Gericke
Exporting Analytics Dashboards as PDF Reports
I am trying export PDF reports from analytics reports/dashboards that are aesthetically pleasing enough to send to clients. The native export has been a clunky process for me and the formatting has been inconsistent. Is there a 3rd party app that I can
What kind of SQL uses Analytics?
Hello, I find confusing how the SQL queries work in Zoho Analytics. Coming from other platforms, these queries have sometimes different results with the same query. Does Zoho Analytics use personalize SQL? Also, some queries fail without any kind of information,
Add column with logic function
Hello, Please, i need help for the following function in Analytics I have a column TIME with difrent numbers from 0 to 23. I have other 2 colums DAY and NIGHT with random numbers I nead an other column with following conditions. If the value in the TIME
URL data type - Link name & link address
Hi, I have a url data type filed called "link" in a table. I currently store the url address in this field. e.g. http://www.google.com I would like to show a link name instead, e.g. "Google" - Which points to http://www.google.com Is it possible to do
Change database settings
Hello, I recently created a new database and created some queries. However when I'm trying to change one of the queries, I get the following error message: Performed changes in the query is not allowed due to following reason(s): Column 'totaltransactions'
How to retain Currency formatting in the concatenated the column
Hi Support Team, I would like to keep the Thousand Separator for the " Refund Amt" column. This " Refund Amt" column has been concatenated with the "Bill no" Column. The Table is generated via SQL Query. SELECT DISTINCT (VC."Vendor Credit Number") as
Starting y axis at 0 on line graph
Hi, Is it possible to change the default start point of a y axis on a line graph to 0 and not the minimum detected value? I can see that you can manually define the start and end of the range but this means that if I manually define the start as 0 then I also have to continually update the upper range limit when the data is refreshed. Cheers, James
Formula Column 'aaa' cannot be removed.
how do i remove a Formula Column? this product is frustrating... Table report
Solution of the Week : Consolidated Balance Sheet for Multiple Organizations with different base currencies
In the previous solution, we discussed in detail about creating a Multiple Organizations Setup with the same base currency. In this solution, we will be addressing the process of creating consolidated financial reports, such as a Balance sheet, for multiple
Spark Line in Zoho Analytics
Dear Team, I just noticed the Spark Line option within Zoho Analytics. However at Face Value I can not see what criteria are being used to group the data. Apart from the graphical representation I also did not find anything on this in the settings page.
Conditional display and formatting of dashboard elements
It would be great if we could set conditions for whether or not to display dashboard elements and KPIs. For instance, in the settings for a given element, there could be an item that says "if the value/count/average/max/etc. of this columnNameData is
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