Working with Zoho IDs in Sheets - Eliminate Scientific Notation
When exporting a data table to Sheets from Analytics, it seems the 18-digit Zoho record ID values get screwed up going back and forth from scientific notation. Actual ID value from Analytics: 586138000007735001 Comes to Zoho Sheets as: 5.86138000007735E17
Using the "Like" operator in Custom Formula
HI there, Can someone please explain the way to use the "LIKE" operator in an IF statement to compare strings? I have tried the following but am not getting the results I'm after. if( "CurrentStatus" like 'Rejected*','Unsuccessful','Pipeline') Thanks Matt
Compliance - ITAR
I was just reviewing your compliances, and noticed you do not have ITAR certification. Is this a certification you plan to get, if so what's the timeline? We currently use ZOHO for analytics, but some of your apps we cannot use due to your lack of ITAR
Query in Analytics for tracking Physical Available For Sale from Books
Need: a query in Analytics on which we can build reports related to Physical Stock from Books items. In Books, each item has an Accounting Stock and a Physical Stock. In the settings you can toggle the 'Mode of Stock tracking' option and we have selected
Quicker Data Sync for Zoho Apps
I know that the team has been working on trimming down the sync time for Zoho CRM. This is a huge deal and much appreciated. I was wondering if Zoho has the same intentions with other Zoho Apps. We would love to see 1 hour (or quicker) sync times for
Facebook Leads Table is not showing up in data source table list
Hi Team, We are doing facebook marketing and acquiring leads through it. So I would like to get the list of leads captured (form submissions) . We are getting the count of Form submissions in the table, but we are not getting the table for form submission.
Hyperlinks in tables and summary views
I would like to have columns in my tables that link to a specified url but display custom text instead of the link itself. For example, in Excel, Google Docs and even Zoho Sheets there is a formula to display text with a hyperlink: https://sheet.zoho.com/functions#HYPERLINK
How to know / reach a column's ID from a table in Zoho Analytics?
Hi, I'm trying to find all the views that are dependent on a column I have in a Data Table in Zoho Analytics. The issue is that I'm having sync problems with Zoho CRM because there was this field whose type was changed recently and the import error simply
Parsing of SQL query failed. Please check the SQL syntax.
I am trying to have Zoho Analytics recognize that if the a Deal is in Stage "Need Docs" it should also be counted as a Deal in the Stage "New Lead" /*New Lead*/ SELECT "ID" 'New Lead' AS "Stage" From "Deals" Where "Stage" = 'Need Docs' Union All Error
Tip of the Week - Dynamic URLs for Business Applications
Interactive data visualizations and dashboards help uncover and understand insights instantly. The dashboards created will be viewed and accessed by other organization members, so it's imperative for the dashboards and reports to be interactive. This
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
Exporting Pivot table in xlxs.
Good day everyone, I am trying to get 2 things done when exporting a pivot view to a xlsx format. First thing I would like to have templates like colors and other predefine choices. At the very leas I would like to be able to keep the color scheme we
How to send reports data in Slack integration alerts?
Hi, The data alert with slack integration is just sending the predefined message with link to view the report. Is there any provision to send the report data in the message body in Slack. For example, if the sales exceeds 10k, I would require to share
Zoho Analytics - Pivot: Lookup Column is showing IDs instead of their actual names
Hi, I'm new to Zoho and have no prior experience with the platform. Has anyone encountered a similar issue in a pivot table, where the values in the columns are showing as IDs instead of the actual names? See image: I am pulling these fields from a module
In Zoho Analytics picklist values are doubled because of translations
Hi, we have our CRM set in Italian by default, because of non Italian-speaking users we traslated all modules and fields in English, too. As a matter of fact, when I try and use picklist values as filters or dimensions in a chart in Zoho Analytics, the
How do I get a running total of active accounts in Zoho Analytic reports based on Layout change?
We currently have two types of layouts for accounts - "SQL Layout" & "Member Layout". Since we can't group multiple leads to a common point in Zoho, our work around is we now convert our leads after a demo to track all contacts associated with that company.
Gantt Chart - Zoho Analytics
Are there any plans to add Gantt Charts capabilities to Zoho Analytics?
Restricting usrs to access some sources
Hello, For one of my client, we want to have a new onboarding user to access Analytics to work on KPIs. However, we don't want him to have access to anything financial (ie Books, Invoices) What is the best way to set this user's permission in Analytics
Announcing Zoho Analytics 6.0 - An AI Powered Self-Service BI & Analytics Platform!
At Zoho Analytics, our mission is to democratize analytics for everyone. We recognize that team members across an organization rely on data to make both simple and complex decisions every day. These tasks shouldn’t require ongoing support from IT and
Container - Zoho Analytics
Is it possible to use a container in Zoho Analytics to group reports and charts together for better visualization?
Summary Table Export Issue - CSV only shows header row & no data
Hi there, I'm having an issue where my new Summary Report does not export correctly, if I export to CSV, the resulting file only contains the header row & no data. Any ideas what could be the issue here? Thanks, A
Requesting option to export PDFs in landscape format
Kindly requesting option on this screen to choose landscape format for the PDF output
Import Hidden Excel Worksheets
Hi All, Seems a bit of a simple one however I have ran into some difficulty, we are wanting to automate the import of our sales data from our Point of Sale system into Zoho Analytics. Due to other complexities the only method that we can achieve this
Zoho Analytics Dashboard Inconsistent Sizing
Hi there, When building a dashboard, the size and spacing of graphs, widgets and text does not change relative to the screen it is being viewed on. Attached are some examples. They are the same dashboard, but look different depending on the size of the
[Fireside Chat on 6.0] Experience the AI powered self-service BI & Analytics platform
Ballooning data volumes at breakneck speed, expanding data diversity, the increasing importance of data management and governance, and the emerging complexities in analytics—BI vendors and customers are turning to cutting-edge technologies to address
Geo chart with few fields on the same coordinate
Hi, I have a data with 500 clients that I want to show on a map as a geo chart. I placed the clients with the name of the city but the problem is that when there is 2 or more clients with the same city name, all of them placed in the city center and they
ZIA in Zoho Cliq
Is It possible to use the ZIA feature from Zoho Analytics in the Zoho Cliq?
Average Leads Created per month/year/quarter
HI, I have recently integrated Zoho CRM with Zoho Reports for Advance Analytics. I created a report for Leads that shows me Leads created per week in a month say Week1: 10 Week2: 20 Week3: 30 Week4: 40 It shows the grand total i.e. 100 Now I also need
Dashboard into New Workspace
I created a dashboard in my current workspace, but due to access issues, I need to transfer the dashboard and all associated reports to a new workspace. How can I do this?
How to Sync data on Table in shorter period
Hello there, Currently, the time frame on data sync for MSSQL tables I have created is 3 hours. I would need a shorter time frame for my data to sync to enable my reports to be rendered real-time. Kindly advise. Thank you.
Create a live account count
Hi I am new to zoho analytics, trying to make a dashboard which is entirely customisable by date range. I want to create a widget with a count of live accounts. my accounts table has 3 columns which I need to reference. ID, created time, churn date I
How to Duplicate a Dashboard and Point the Duplicated Dashboard to a New/Different Dashboard
Is it possible to duplicate a dashboard view, its reports and point the duplicated dashboard to a new/different dashboard? If so, how do I achieve this?
Can the text data be displayed in the dashboard from a source table (inside a widget or text element?
In a KPI dashboard, wanted to show the customized comment about the filtered user from the source table
Reports and Dashboard required on targets vs achieved -
We have a CRM module that has information about the targets and another module that stores information about the achievements. The target table has the target set for an entire year and has a field called target start date as 1st of April that year. There
Drill down on Widget Number for underlying Data
I have a dashboard with single number Widgets that when shared the users can't see the "Underlying Data" when they click on them. Am I missing something? Thanks!
Realtime Updates on Zoho Analytics
Hello, I'd like to ask, how do I do a real-time update on Zoho Analytics for query tables? Kindly advise.
CRM fields not showing up in Zoho Analytics
We are using Zoho CRM + Analytics to run a student support program, and we are trying to build out basic reports in Analytics about this program. We keep encountering a problem where important fields do not show up in Analytics even though they are checking
Zoho Analytics - Deleted records are also showing
Hi, in Zoho Analytics, we've set up a form in Zoho Creator and synced both data sources. We’ve also created some reports and dashboards based on this data. However, deleted records are still appearing in Zoho Analytics. What should be done to resolve
Where is my domain? How do I login? Why is it so hard? Why is it separate from my email?
Where is my domain? How do I login? Why is it so hard? Why is it separate from my email?
How to filter by null values
Is there a way to filter a widget by null? I want to get a list of records that don't have a date filled in and can't seem to see how without going through a query. Is it possible to do it through the widget filters? Thanks.
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