Expanded Data Preparation and Modeling Capabilities in Zoho Analytics

• Topic Participants

• Rakesh Ramkumar B

  

• Sticky Posts

• What's New in Zoho Analytics - November 2025

  We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What's

• 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

• What’s New in Zoho Analytics – September 2025

  Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded

• Announcing Agentic AI - Ask Zia!

  We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.

• Invitation-Based User Access in Zoho Analytics

  Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security

• Recent Topics

• How can I trigger a flow action only once while updating contact?

  Hi, we have a trigger to merge&mail file when the field YYY is filled out. For this acion I used "Create or update module entry". But unfortunately we get tens of email on a day with this merged file, because the contact is being regularly updated. The

• Copy a Record Template from one Form to another

  I have a Creator application with several forms.  I developed a record template for one of the reports/forms but want to use most of it for another of the form/report combinations in the application. Is there a way to copy the template (code or otherwise) to another form?

• Tip of the Week #70 – Create common team signatures for your shared inboxes

  Did you know that a small detail, such as an email signature, can make a big difference in how your brand is perceived? One simple yet smart way to enhance your team’s communication is by creating common team signatures for your shared inboxes. Instead

• Enhanced data export features: XLSX format, custom character encoding, and selective record export

  Greetings all, Here are a few enhancements related to exporting CRM data, including the ability to export data in XLSX file format now. The Export feature under Data Administration now offers new options that expand its flexibility and enable users to

• Tip #42 – How to manage data security with Privacy Settings – 'Insider Insights'

  Data privacy is a cornerstone of trust in remote support. Through Privacy Settings in Zoho Assist, you can set up how data is gathered, stored, and handled in your organization. These settings ensure compliance, data protection for sensitive details,

• Zoho DataPrep and File Pattern configuration

  I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex

• Ticketbai! en el Pais Vasco

  Hola a todos, En enero de 2.022 se va a implantar en el país vasco un nuevo sistema de facturación, denominado ticketbai!, ¿hay alguna previsión de realizar las adaptaciones en zoho books o zoho invoices? Ignoro la cantidad de clientes que tienen estas

• Zoho CRM mobile app feature update: home page widgets, field tooltips and user image upload

  Hello everyone! Your business doesn't pause when you're on the move, and neither should your CRM. That's why in our latest update, we've introduced a few new features to make your mobile CRM experience smoother and more efficient. Let's take a quick look

• Zoho CRM Plain Text Template: Line Breaks and Formatting Issue

  Hello, I'm following the instructions to create email templates in Zoho CRM, but I'm having a problem with the plain text version. https://help.zoho.com/portal/en/kb/zoho-sign/integrations/zoho-apps/zoho-crm/articles/zoho-crm-email-templates#Steps_to_create_a_custom_email_template

• Optimizing Task Handling: Auto-Remove Recurrence for cancelled Tasks.

  Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

• Important updates to your connectors

  Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the

• Create, collaborate, and manage agreements with Zoho Sign

  Agreements drive business. We launched Zoho Sign in 2017 as a simple digital signature tool to sign agreements from anywhere, at any time. Over the years, we've learned that most agreements go through last-minute changes before they're signed. Our users

• Function #25: Automatically generate purchase orders from a sales order

  We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is

• hiding a topic from all but one segment (or list)

  My organization sends out a number of newsletters using Zoho Campaigns. One of those newsletters is for volunteers. In order to become a volunteer, a person has to first go through our volunteer orientation (training). After that, they can receive newsletters

• How do I set up this automation correctly?

  When contacts enter my Subscribers list, I want it to reference a custom field to see if it is empty. Then I want it to do two things: If empty: Assign a tag based on a different custom field. If that custom field is empty, assign a different tag. If

• Function #62: Display associated Quote on Invoice details screen

  Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you to

• Desk x CRM Integration

  Howdy! We currently use SalesIQ but we are considering moving across to Desk as it seems to have more functionality that we want. One of the pulls is the ability for our customers to self serve. But, I might be getting over excited and not actually need

• Issue with Save & Share Link – Works for Others but Not Creator

  I’ve enabled the "Save and Share" feature in Zoho Forms, and it works correctly for all users accessing the public link—except for me (the form creator). Issue Details: When I save and share the link, recipients see a “no permission” error. The form is

• Save the pdf report from a registration form in a Folder

  Through Zoho Forms I created a registration form with quite a lot of rules to handle different variables (TEAM types, payment in installments, etc.), and the result is pretty good. The automatic PDF that is sent to the respondent upon submission is already

• zoho forms integration to zoho work drive

  Scenario: A user fills out a Zoho Form, entering details such as email, mobile number, and other required information, and uploads supporting documents like PAN, Aadhaar, etc. Upon submission, the data is available in Zoho Forms Reports. Requirement:

• Zoho Forms to Zoho CRM Integration failed - can I restart it?

  The integration of Zoho Form to Zoho CRM has failed. Is there a way for me to restart it for the impacted entry?

• insert an equation, but in document, it shows an image not available.

  I'm new to Zoho writer and used Zoho writer in desktop app version . When I inserted an equation, I got an image not available sign. Any help is appreciated. Thanks, Charles

• Zoho Desk Android app update - Swipe action customization

  Hello everyone! We have brought in support for the swipe action customization in latest version(v2.9.13) of the Zoho Desk Android app update, enabling you to configure left and right swipe gestures on tickets to carry out the actions swiftly without opening

• Import KB template OR Export template for zoho desk?

  Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possible

• XML format to import knowledgebase into Zoho Desk

  Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.

• Arranging Ticket Templates

  Is there any way to arrange our ticket templates? It doesn't look very organised when it's just arranged according to when they were created. We want the list to look more organised, by arranging/grouping them by topics, or even just by alphabetical

• What they mean with "Portal"?

  I just downloaded this app to take my personal notes on digital art studio because it seemed to me the most comfortable app to do it, I use it very often, what do they mean by “no activity on your portal”? I have about 1 year of work here and I don't

• favorites no longer listed

  Hello, I can no longer navigate to my Favorites from the pulldown at the top of my grid view (see attached screenshot). I wasn't able to find it anywhere! Please help me display my Favorites. Thank you!

• Notecards Disappeared

  Got a new phone. Downloaded and signed in Zoho Notebook. Not finding the Note cards. Just Empty Note books. Frustrating.

• Table Errors

  Hello, I'm new to Zoho Notebook and using it on several Mac/Apple devices. My question is regarding tables: Why do they become broken, and how to fix the error without retyping all my data? (Please see the screenshot attached.)

• Online Calculator with Zoho Forms?

  I'd like to build a custom calculator on my website. Zoho Forms seems to offer all the fields for basic calculations performed live without pressing any "Calculate" buttons. Unfortunately, there is still that "Submit" button at the bottom. There is nothing

• Zoho Tables instead of Zoho Creator Spreadsheet reports <3

  That would make my day for sure. Zoho Creator is create, but miss data entering as AirTable/Spreadsheet can. Seeing Zoho putting effort in this makes me think maybe one day we could see a similar interface for Zoho Creator spreadsheet reports. B.

• Notebook Stack

  Hi Everyone I Hope you´re fine, I´m sorry if this idea was posted before (I made a search but I haven´t find anything related). So, Having the possibility of stacking notebooks would be an interesting way to order notebooks that correspond to the same

• Writing on sketch cards is bugged when zoomed in

  When zoomed in, it writes a noticeable distance above or to the side of where you're actually trying to write. The further you're zoomed in, the more noticeable it is. Zooming is also entirely absent on the desktop version.

• Swipe between notes on iPhone

  It'd be convenient if I could move from one note to the next in a notebook simply by swiping left to right.

• Sales IQ chat is not working in signed android apk

  I have integrated ZOHO sales IQ support chat and i have followed each step and its working fine in my development build but when i create signed APK for it. Chat does not work in it and showing awaiting for detail. I previously asked the same query but

• COQL order by COUNT not working

  Dear community, I am trying to get a list of deal amounts per planner working on it and sorted to get see who has the least amount of deals. For some reason, I am unable to use sort by in combination with a COUNT. My original code was: query = "select

• I want to duplicate a report and name it something else

  Hi, I have created a report, and now want to reproduce it and call it something else. so that I will end up with TWO separate reports with different titles. Please tell me how do I copy / reproduce a report please

• Zoho CRM: Sales Rep Professional Certification Program on Coursera

  We are happy to share that we have published the Zoho Sales Representative Professional Certificate in partnership with Coursera, a leading platform for online learning and career development that offers access to courses and degrees from leading universities

• OS X Notebook quits immediately upon launch

  NoteBook for OS X (Sequoia, but also under Sonoma) always quits immediately upon launch (so I cannot use the "Attach user log" option). I've restarted my MacBook but the problem persists. If it helps, attached is a diagnostic report from Library>Log

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