New Features rolled out on Jan 20, 2020

New Features rolled out on Jan 20, 2020

Happy New Year!

Zoho Analytics welcomes 2020 with some cool new options.

Embed / Publish UI Revamped with Lot More Options!


The Embed / Publish URL dialog has been revamped for better usability and has also introduced a good set of additional functionalities. 

The new UI captures the following:

  • Embed and Publish options merged in a single screen
  • Access with Login, Access without Login, and Access within Organization / External Users permission controls in the same dialog
  • Status of the already published types
  • New option to specify URL criteria

Make Views Public Within Organization



You can now choose to make views public only within your organization. Using this option will make a view accessible only to the users within your organization.




URL Criteria


A new option to
Specify URL Criteria
has been made available in the
Embed / Publish URL
dialog. Using this option you can apply dynamic filters. 


By default, the criteria you provide here will be appended as part of the URL. You can mask the same using
Mask Criteria in URL
option if required.



Customize Auto-Blending in Connectors


Zoho Analytics has the capability to blend data across connectors for business apps automatically. Now, you can customize auto blending suggestions by customizing the look-up columns suggested between these connectors.

Auto blending is now available for a couple of connectors. You can also define your own look-ups manually, as required.


Data Snapshot Supports Charts with Forecasted Values


Now you can snapshot data from your charts which contains forecasts. You can then create reports on the predicted values across timelines and compare them with your actual data.

New Modules and Fields Supported in Connectors

Zoho Analytics supports new modules and fields for existing connectors. Provided below is the list of newly added modules and fields.

New Modules Supported:

Connector Name
Supported Modules
Shopify
  • Abandoned Checkouts
  • Abandoned Checkout Note Attributes
  • Abandoned Checkout Shipping Lines
  • Abandoned Checkout Line Items
  • Abandoned Checkout Discount Codes
  • Abandoned Checkout Tax Lines
  • Abandoned Checkout Line Items Tax Lines
  • Abandoned Checkout Tax Lines
  • Abandoned Checkout Line Items Applied Discounts
  • Abandoned Checkout Line Items Properties
Zoho Campaigns
Campaigns vs Contacts vs URL
Xero
Quotes
Quote LineItems

New Fields Supported:
Connector Name
Module
Supported Fields
Zoho Projects & Bug Tracker
Milestone 
Budget
Threshold
Users 
Profile
Status
YouTube Channel
Time Sheets 
Is Timer
Start Time
End Time
Videos
Duration (video duration in seconds)
Facebook Ads
Ad Insights
40+ new fields
Adset Insights
40+ new fields
Account Insights
40+ new fields
Campaigns Insight 


40+ new fields



Workspace Explorer Enhancements

Moving views across folders has now become easy. You can select multiple views from across folders, and move them to a folder within a Workspace. Also, you can now move the parent folder as a sub-folder and move sub-folders from one folder to another within a Workspace.

Another handy feature that has been added is that you can favorite your most accessed reports and dashboards from the left navigation menu bar.


Similar to Another Table now considers connected tables as well!

Similar to another table has been a handy feature, which helps you to create similar reports on a single click, over a new table, similar to the ones already created over an existing table. So far it has supported creating reports only on a single table, not considering the connected tables. This limitation has been removed. From now on, you can create similar reports based on connected tables as well.

Shortcuts to Create New Dashboards and Reports


A shortcut link Create New Dashboards / Create New Reports is now available in the left side navigation menu bar of Dashboards / Reports tabs respectively.

With the ease of a single click, you can now create a new report or dashboard. 

Click here to learn more about Dashboards and Reports.


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