Zoho Analytics 6.0 Beta

Zoho Analytics 6.0 Beta

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.

    • Sticky Posts

    • Announcing Zoho Analytics 6.0 Beta!

      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

    • What's New in Zoho Analytics - August 2024

      Hello Users! We are back with the latest updates and enhancements made to Zoho Analytics. Keep reading to learn more about them. Connect to the data hosted in the cloud without allow-listing the IP addresses Utilize Zoho Databridge to connect to the data

    • We are coming to your city! Zoho Analytics Community Meetup

      Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructing

    • Zoho Analytics: 2021 Look Back

      As we start a new year in 2022, here's some of our top moments from 2021. Zoho Analytics in 2021

    • [Customer Talk] PREMO Group's Analyst Interview at Zoho Day 2022

      Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution.  Hear more from Claudio Cabeza, Director at PREMO

    • Recent Topics

    • Pop Up

      Hello, I want to automatically display the information of the attached data in the product module in the related list section of my data in the lead module when the current time matches the "Call Time" field of my data in the leads module. How can I achieve

    • New feature alert: Witness signing is now available in Zoho Sign

      Hello! Getting documents signed with confidence in Zoho Sign just got a major boost! We're delighted to introduce witness signing, where other individuals or entities can be designated as witnesses to observe the signing process and add their signatures

    • How to report and analyze a multi-select field entries distinctly ?

      As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entries

    • Get the capability to convert documents to different formats

      Hello users, In this article, we'll be exploring the Conversion API in Zoho Office Integrator to understand how it can be used to convert documents to different formats right from your web app. Before we get to the details of the Conversion API, here's

    • Issues with certain CRM, Desk & webhook blocks in Guided Conversations

      Good day I have been attempting to add a block on our guided conversations, which give our customers relavent information based on their queries. The issue is that when I attempt to use a block that fetches data I get the following error popup: Cannot

    • Use Zoho Creator as a source for merge templates in Zoho Writer

      Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from

    • Can't delete/hide related lists

      Hi, Maybe I'm missing something, but I can't seem to find where I delete or hide related lists in a module. When I go to a record and click the little arrow on the right next to the related list, I only get the option to select what fields in that list

    • Make Widgets Clickable or Copiable

      Hi, I created a KPI Widget in Zoho Analytics whose content I would like the users that see my dashboard could copy or click and be redirected elsewhere. Yes, I'm aware I can create a Text Box for that instead of a Widget, but the problem is that the link

    • Address Autofill

      Hi I'm having issues with the address autofill tutorial (https://zurl.co/rGXQ). I have followed each step in the tutorial, but when i paste the code into a workflow/function, i'm getting the following error code: Improper code format Correct format :

    • Sync custom module ID to Lead module

      Hello, I am trying to sync Contract ID (custom module) from Deal module. I have an existing function that whenever a contract is created, it will automatically creating deals based on the frequency of the contract. Now i am having problem to show the

    • In Kiosk, please support "File upload field" in the "Field Update" action

      Hello. Supporting "File upload field" in the "Field Update" actions would be a great addition to Kiosk Studio. I would appreciate it if you could evaluate it. Saludos,

    • can I link a contacts to multiple accounts

      can I link a contacts to multiple accounts

    • Change Last Name to not required in Leads

      I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

    • For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.

      Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "

    • Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management

      Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since February

    • Power of Automation :: Automatically set the dependency between Parent task and the respective sub tasks

      A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

    • Spell Check default language

      Hello All, Is it possible to set the Spell Check default language? I can't find it in the settings. Thanks a lot! Levente

    • Function #4: Schedule Customer Statements

      Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over

    • Music files on Zoho Docs

      1) Uploaded a ma3 music file from Itunes.  When I click on the link, i go to the page and see a music player but it doesn't play.  Clicking on the play arrow does nothing.  How to fix???? 2) Also, when i put up a .zip file  and goto the page, anyone download it.  That's fine. But with a music file, all I get is that non functional player with no way to simply download the song. Do I have to zip every song so it can be downloaded?

    • Restrict Employees Access to Zoho Support

      Dear Zoho Support Team, Greetings! I am the focal point for all Zoho-related matters in our organization, and I would like to request the following features to help us streamline and centralize our support interactions. We request that zoho one support

    • How to import timesheets or entries into a projecgt

      How can one import timesheets into a project via a csv file?

    • Issues with Agent Forwarding Card in Zobot

      I implemented an Agent Forwarding Card in a Zobot that I created. There are a few issues with the way the card functions in an actual chat. The way it is designed right now is not easy to use and is not intuitive. Here are a few of the issues I have with

    • Automatic License Management Upon User Deactivation in Zoho One

      Dear Zoho Team, We would like to propose a feature enhancement for Zoho One regarding license management. Currently, when a user is deactivated, their license is not automatically downgraded or removed from our account. Zoho explains this behavior by

    • Shared Snippets Everyone

      Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippets

    • Introducing parent-child ticketing in Zoho Desk [Early access]

      Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

    • How to suppress display of "USD" of currency field?

    • When is Zoho Vault getting fuzzy search?

      Seeing posts on here dating back as far as 3 years complaining about Vaults search functionality. It’s terrible. Please include fuzzy search, and sorting of results according to “most applicable”; not just alphabetically.

    • Automation#22 Track Ticket Duration at Specific Status

      Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s

    • Self-Support Portal invites

      I'm a one man operation and I'm using the free version of the Zoho Desk for now, but I am in need of help. When I do test tickets, I get a reply from the system inviting me to join the Self Service portal. I don't plan on using that, so I wonder if there

    • Tip #10: Automatically add tags to Zoho CRM records using form responses

      You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include a

    • Understanding response time

      We have the following set up for our SLA. When a contact first writes in, the response due and resolution due dates are set. When one of our agents responses, the response due goes away. When a ticket gets a response from the contact, it appears to reset

    • Publish multiple languages at once in Knowledge Base

      Does anyone know if it is possible to publish multiple translated articles at the same time? My knowledge base has about 35 languages, and while I have them set up to automatically translate, I still have to go in and select each language and manually

    • Canvas and Related lists

      Hi, As much as I like canvas, when adding in a asection with related lists,it doesnt mimic the same functionality as the standard view within the CRM e.g left hand panel will show the module and total number of records. Is there a way of indicating this

    • Email address ZOHO suggestions in replying - how to delete unwanted suggestions?

      Hi, I have some "unwanted" email addresses suggestions by ZOHO, and made some mistakes by replying for some tickets already. How can I clear this in ZOHO directly, I deleted all web browser history and cookies . Did not help :/ Below example, where one

    • Subform edits don't appear in parent record timeline?

      Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

    • Zoho Learn vs. Trainer Central

      Hi, I'm currently using Zoho One with a WordPress-based website and WooCommerce to manage my online courses. I would like to know what is the difference between Zoho Learn and Trainer Central and if it's possible for these two platforms to replace WP

    • How to Display a Logo Image on a Public Form?

      I would like to display a logo image in the header of a form. To achieve this, I added an Add Notes field to the form. The code below works perfectly for Zoho users accessing the form. However, when the form is made public, the image does not load properly:

    • Creating a Zoho Online Meeting in a Blueprint

      We are looking for an easy solution to schedule online meetings in a blueprint and ran into the same problem discussed in this topic: https://help.zoho.com/portal/en/community/topic/custom-function-to-set-meeting-to-online-meeting (After connecting Zoho

    • Enabling 'From Number' and 'To Number' fields in the Calls module

      Hello everyone, We've added "To Number" and "From Number" fields in the Calls module as part of our latest update to provide users with the option to enable or disable them through the Calls Preferences tab. When enabled, these fields will be displayed

    • Workaround for Zoho Inventory changing previous Fiscal Year Trial Balance in QBO

      We've run into an issue where Zoho Inventory syncs to QBO and makes adjustments to journal entries from previous fiscal years. Fiscal Year End reporting has been long completed, but the Trial Balance keeps changing. Zoho does not have a fix for this,

    • Next Page