We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics team has meticulously developed these functionalities with a focus on current and future business needs, incorporating valuable user & market feedback.
New capabilities in Zoho Analytics 6.0 Beta includes more data connectors, new visualizations, new interactions, advanced analytical models , the ability to build custom ML models, and 60+ features.
Note: 6.0 Beta is now available in all paid plans to try out. Features available in specific plans are annotated inline.
1. Data Connectors & Data Management
New Connectors
We are expanding our already available 500+ data connectors with 25+ new connectors for big data platforms and business applications that includes Yellowbricks, ClickHouse, Dremio, Zoho Connect, Zoho Marketing Automation, Zoho Backstage, Amazon Seller Central, Airtable and many more.
Also, managing data has now become easier with the following features -- Audit history, Sync history, and Import roll back.
Audit History
Audit logs are crucial for maintaining security and troubleshooting issues. They provide a comprehensive record of user and system Actions, including details of the time when the action occurred and information about the administrator who performed the action.
Sync History
Sync history provides a detailed record of data synchronization activities, making it easy for the administrators to track the status of each data sync. The sync operations are color-coded for immediate recognition. Successful data syncs are indicated in green, and failed data syncs are marked in red with the reasons for failure along with the necessary action to be taken.
Import Rollback
Automated imports can sometimes have errors and inconsistencies in data, and this can affect the data quality and the results. The import rollback capability reverts the current data import version to its previous version without affecting the existing data flow and analysis, ensuring data integrity.
Unified Metrics
Workspace will have data imported from varied sources, and each data source or table will have different metrics (aggregates) computed for analysis. A unified metrics consolidates all the metrics used across the workspace, helps in standardization, promotes usage, and avoids duplication.
Data Bucketing
Categorize or group data points easily with the Bucket Columns options in Zoho Analytics. (Until now, users had to write formulas to achieve this; now, it is available as an inbuilt option.) Bucketing reduces the number of distinct values (cardinality). It facilitates the transformation of numerical data into different categorical bins and makes data analysis easier.
2. Visual Analytics
Zoho Analytics supports 7+ new chart types (on top of 50+ existing ones) with extensive customization options to enhance the presentation and interpretation of the data.
- Sankey charts are best suited for visualizing the flow of any process, as they clearly capture the movement of data from one point to another. It helps understand the movement of events through interconnected lines.
- Racing charts are animated views that are best suited for visualizing the changes in the data over a period of time where the relative ranking of categories is important. They highlight and help comprehend the fluctuations and progression in the data. These types of charts grab the user's attention instantly, providing an immersive experience and helping craft a compelling story about the data.
- Spark lines are compact charts that show the trends and variations in the data without taking up much space. They are widely used alongside pivot tables and help grasp trends and allow quick comparison of metrics across different fields. Zoho Analytics supports three variations that includes line chart, area chart, and bar chart.
- Geo Map Layering, add multiple data layers to the geo map to visualize various dimensions of information. This feature includes interactive options for enhanced data exploration.
- Sunburst charts represent hierarchical data through a series of rings, or concentric circles. Each ring corresponds to a level in the hierarchy. The central or innermost circle represents the root node, or the top-level category. Moving outwards, each subsequent ring represents a subcategory, where the outermost ring is the leaf node. The size of each arc in the ring is proportional to the value of the data.
- Conversion bar charts show the connected stages of a process and the gradual decrease in data as it moves through different stages of the process. Each stage is represented by a bar, with a step or stair case pattern indicating the shift in values (along with conversion percentage) at each stage.
- Tree Map is a visualization composed of differently-sized rectangles that represent your data values. This is beneficial when you want to depict the part to whole relationship among various categories.
Zia Suggestions
Now, with the new Zia Suggestions, you can effortlessly receive insightful chart recommendations while you are in the creation process. Zia suggests a variety of charts suggestions tailored to your data, allowing you to preview and apply them seamlessly with just a click.
Global User Filter in Dashboards
You can now have a common user filter across all tabs in the dashboard. Global user filter gets applied across all reports in all tabs of the dashboard.
3. Advanced Data Analytics
Zoho Analytics now supports two more advanced data analytics methods: Anomaly Detection and Cluster Analysis.
Anomaly Detection
Anomaly detection helps you to flag outliers in your data or metrics easily. You can now create charts which highlight anomalous points visually for your attention and action. Zoho Analytics deploys robust ML algorithms and various statistical models for detecting outliers.
Cluster Analysis
Cluster analysis groups similar data points together based on certain factors or conditions. Each cluster contains data points that are more similar to each other than to those in other clusters, reducing the complexity of the data. Zoho Analytics deploys K-means, K-modes and K-prototypes algorithms for clustering the data points.
Alerts Based on Threshold and Anomalies
Set data alerts based on thresholds and anomalies to ensure timely identification of vital change in the key business metrics and potential issues.
Ask Zia Bot in Microsoft Teams
Combine the generative AI capabilities of Zoho Analytics' Ask Zia with Microsoft Teams. Get answers to your data queries, access key business insights quickly, predict future trends, and build reports right from within Microsoft Teams with Ask Zia bot.
4. Build your ML Models with AutoML & Code Studio
Auto ML
Automated machine learning provides a code-free (low-code/no-code) experience to train, verify, and build custom machine learning models with high efficiency. The simple and user-friendly design makes it possible for people with varied data-level expertise to create ML models easily for their custom needs.
Code Studio
Python Code Studio enables you to build/import custom logic and ML models for your specific data preparation, transformation, enrichment, and analytical modeling needs.
5. Data Storytelling
BI Fabric
Create unified BI portals for your organization's business needs. Collate reports from other BI applications like Tableau and Power BI. Having a unified portal improves collaboration, promotes centralized accessibility, and makes it easy for C-level executives to make robust business decisions.
Visual Zia Insights
Zia Insights now provides visual narratives! Visuals help process information far more efficiently than lengthy text descriptions. These visuals facilitate multi-dimensional interpretations like comparison, contribution, distribution, trends and proportions.
Zia Insights -Multilingual Support
Zia Insights is now available in French and Spanish. Users can choose their preferred language when accessing Zia Insights for a specific report.
Export as PPT
Export multiple views as a Microsoft PowerPoint presentation. Enhance security by protecting the file with a password.
6. More enhancements
Rank within Filters
Identify and analyze top and bottom performers across various dimensions. The rank-based ability helps find the top or bottom performers within and across individual groups without having to write complex formulas.
Date and String data types in Aggregate Formula
Zoho Analytics now supports the date and plain text as return data types in aggregate functions. This improvement proves immensely beneficial in scenarios such as cohort analysis, project milestone tracking, and various other use cases.
White Label CSS Customization
Elevate the visual appeal of your white labeled product and align it with your brand through the CSS customization feature. This latest addition to Zoho Analytics enables you to customize text, colors, and more on pages, tabs, selections, hover options, enhancing the overall look and feel.
Right to left User Interface
Zoho Analytics now supports a right to left user interface. This option is best suited for languages like Arabic and Hebrew that are read from right to left.
Security
At Zoho Analytics, ensuring data privacy and security remains our topmost priority. We have implemented additional measures to strengthen security through the following enhancements.
Zoho Directory
Zoho Analytics' integration with Zoho Directory allows administrators to handle identity and user access management with ease. You can now easily setup Single Sign-on, setup Active Directory sync, manage user access, etc.,with Zoho Directory.
Workspace Level IP Restriction
Configure workspace-level IP restrictions for enhanced security and to prevent unauthorized access. Previously, IP restrictions were available only at the account level.
Zoho Analytics Mobile App
The Zoho Analytics Mobile app has been upgraded as a native app, optimized for your specific device. This enhancement provides faster loading times, high-quality visuals, and advanced security features specific to your device's operating system to protect your data.
Email Schedule APIs
A new set of APIs are now available for managing your email schedules. These APIs enable you to create, update, trigger and delete email schedules easily.
Features in Private Beta
ChatGPT in Ask Zia
Ask Zia now integrates with ChatGPT assisting you to write complex queries and formulas for effective data analysis.
Diagnostic Analysis
Zia insights now supports diagnostic analysis helping you understand the root causes for a certain outcome.
Custom Connector
Zoho Analytics now enables you create your own integration with third party applications.
Try Zoho Analytics 6.0 Beta!
Do try out the new features and share your valuable feedback with us at
support@zohoanalytics.com. Your suggestions are crucial to helping us improve and serve you better.
Recent Topics
Recorded imported goods
I have imported some goods from a foreign vendor called ABC. to Bahrain. My Customs duty and VAT are paid by an agency called XYZ to authorities. I have paid the amounts to XYZ and they have paid to authorities in behalf of us using our TRN Number. Now
Notes created in mobile app not syncing with web notebook
I have created certain notes in a new notebook in mobile app. The new notebook is also created using mobile app and when I logged in through web I am unable to see notebook that I have created using mobile app. there is no trace of notes in which i have created in mobile app on the web even after days of creating in mobile app This is not the case vise-a-versa. the notes and note book created on web are accessible on mobile app on real time. this is very inconvenient and big demotivating factor
Match Transaction > Filter | Allow wildcards in search
The Filter function is useful for narrowing down to a specific set of transactions. It would be useful to have the ability to use wildcards in search. e.g. customer name "starts with" or " * " as a placeholder. e.g. "National * " instead of "National
Marketing Automation Emails Going to Spam
Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get this
Convert Request to Forum Topic
I know you can convert a forum topic to a request and a request to a solution in the knowledge base, but how do you convert a request to a forum topic? Is this possible? If not is this a feature coming down the pipe in the near future? Thanks!
Zoho Sign / Prefill By You - Editable by Them!
Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent. What I would like is an option on the pre-filled by you fields, to leave them
Is the Contacts sync between Campaigns and CRM bi-directional?
Is the Contacts sync between Campaigns and CRM bi-directional?
Task does not syncing to google calendar shedual
Hi why does the tasks activities do not syncing with the google calendar like the event option does?
Bug with Zobot Human transfer
I have configured the brand, the operator, and the Zobot in Spanish. However, no matter what I do, it always says "YES" instead of "Sí" or "Sure, why not " instead of "Claro, ¿por qué no?" when asking if the user wants to contact a human operator. The
This mobile number has been marked spam. Please contact support.
Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?
Something went wrong. One or more fields contain errors
I am getting this error but there is no way to debug what field is causing the issue . I have over 100 fields. Everything was working fine and then i fixed some fields that should have the same field names but had a typo and i am getting this error. It
Integrating Zoho Desk Instances from two separate organizations
Is it possible to integrate Zoho Desk with an instance from another organization? For example, creating a ticket in one organization can cause the creation of a ticket in the second organization? Or certain tickets from one organization be viewable by
Knowledge base bug - Error: Article couldn't be updated.
It took me a while to figure this out, truly one of the most irritating bugs in Zoho. I hope you find this information helpful. When using the knowledge base to create articles, make sure your keywords are in lowercase and separated by commas. Otherwise,
Is this possible with Campaigns?
My company is currently moving CRM's from Monday to Zoho One. Currently, our marketing lead process is send out 7 sms messages over 14 days if the lead is in a certain status. If we don't get a response the lead is put into a "Closed" status. Do we buy
How to view two portals (Zoho CRM & Zoho Books) in single login
Hello there, I need to create a portal access for the Customers. Customer data present in two applications namely Zoho CRM & Zoho Books. My requirement is to show the two different portals(Zoho CRM Portal & Zoho books Portal) in single login. I could
Updating Bounced Contacts in Campaigns to the CRM
The article explains how to update Opt-outs from Campaigns to CRM, but not bounces. While Campaigns will automatically remove any bounced emails from future campaigns, is there a process by which a bounce will update or make a notification in the CRM
Bandwidth, voice and poor video
Dear Team, The webinar has made things quite easy and convenient for educators around the world. We are an art & culture-based organization where students and researchers are our major audience. While using the Zoho webinar platform, we have observed that the audio lags and the video is of poor quality and often freezes. Some participants don't hear what is being spoken. We also found that even a slightly slow internet connection disrupts the webinar while it should be working well even on lower
Zoho books and venmo
Hi, Is there a way to hook Venmo into zoho books? I have a Venmo business account and want to be able to sync that. I know you can do it with the paypal integration but I dont want to use paypal for the fees and that doesnt allow me use/integrate my current
Global Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
550 5.4.6 Unusual sending activity detected. Please try after sometime. <a href=https://www.zoho.com/mail/help/usage-policy.html target=_blank>Learn more.</a>
Please help me with this. Sending of mails is blocked.
The Social Wall: November 2024
Hey everyone, As we move into December, we're excited to share all the updates that went live in Social during November. View, monitor, and respond to your WhatsApp and Telegram messages from Inbox Take your communication a step further by integrating
Segmenting Contacts Based on Product Purchased
I am trying to organize our main Marketing Automation email list in a way that segments contacts based on products they have purchased (for example in this case it is 3 different products). To my knowledge, this would require the sync from Zoho CRM to
Urgent Assistance Needed with DKIM Verification
Hi, I have been trying to verify the DKIM for the past month using your instructions as well as other resources. Unfortunately, I have not been able to resolve the issue, and it remains persistent. I need to address this problem as soon as possible so
How do I attach tasks from one task to other tasks in the same project
How do I attach tasks from one task to other tasks in the same project
Incorrect Handling of XLSX data
Trying to import an XLSX schedule of bills into Zoho Books I ran across the problem of date formatting. To replicate: Build a CSV file with bill dates in whatever format you like and import it - this should work if you match the "dd/MM/yyy" etc. format
Zoho Books Invoice Salesperson: requires ID but there is no "Fetch salesperson" action
Hi, I am trying to attach a Salesperson to a Zoho Books invoice. In Zoho Flow, the salesperson field required an ID. However, I only have the salesperson name, I need to fetch salesperson by name and then provide the ID. There is no option to fetch salesperson...
Change format of quantity format
Hi, I would like to change the qunatity format from 1,00 to 1. Is this possible? thanks!
Ticket Views: filter criteria -> dynamic date values in relation to the current date
Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,
Captchas: No support for Google reCAPTCHA or similar
Hi all, The current captcha integrated into Creator is very basic, and often near-impossible to read. I'm building an app for a charity which includes a couple of public-facing forms, and this is a real issue for people with dyslexia and related conditions - it's effectively excluding them if you want any form of spam protection at all on your published forms (and that being said, the current captcha doesn't even seem very effective - bots can often read it more easily than humans). I've raised this
Maintain consistency in ticket responses with shared snippets
Hello everyone! We are excited to announce that our highly anticipated snippet sharing feature is now available to all users. As you know, snippets are pre-defined message templates, or canned messages, that help agents respond to tickets with efficiency.
Tickets - Zoho Desk
Hi Team, My Clients need to see their tickets created and the status of the ticket in the Zoho Support Desk itself. How can I do this? My Client doesn't have a Zoho Account. They need to access the ticket by the provided link without signing in.
Automatically assign Contacts to Account owners
Hi, I have a finite number of accounts set up in the CRM, and each new contact that comes in is automatically assigned to an Account according to a rule I set up. I want the Contact owner in the Contacts module to be assigned to the relevant Account owner.
Making Copies/Duplicates of Zoho Forms (Shared)
Question to the community: is there a way to take a 'shared form' , make a duplicate copy and save under My Forms, so that i can use that which was already created as a template to make updates to and use as a test form and be able to have full access,
Using IMAP configuration for shared email inboxes
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
Can you help us creating a customised form with payment link?
I would like to create a customised Transport form where the user will be asked to make payment basis the drop/ pick up they select.
Deleting or disabeling predefined ticket list views
Is it possible to delete or disable predefined views or is this still not possible? For instance, we are not using the chat function and therefore have no use for the "Missed Chats" view. Thanks!
Email an Invoice from API
When calling the API to email an invoice, it seems it does not actually send it. Below is a screen shot where I used an API call for the bottom record, and it updated its' status to "Due Today", but no email was actually sent. The top record, I hit the
Unable to load your extension. Please check your plugin-manifest or Resources.json.
Hi Team, I am using the config module with multiple fields of different types, such as checkboxes and picklists. However, I am encountering the following issues: Error Message: When loading the extension, I get the error: "Unable to load your extension.
Layout Rules / Quick create
Hello, is there a way to create a layout rule for quick create option? Regards, Katarzyna
Issue with Create Note Button and Popup Form in Leads Module
Hello Zoho Community, I am trying to implement a "Create Note" button in the Leads module with the following functionality: 1. When the button is clicked, a form should pop up with fields to add notes. 2. After filling out the form and clicking Send,
Next Page