A Complete Overview of Zoho Analytics
Zoho Analytics is one of the finest self-service BI and data analytics software that allows you to analyze data, create amazing data visualizations, and discover hidden insights within minutes. It provides cutting edge analytical solutions that are needed to transform raw data into actionable insights.
Zoho Analytics also allows users to fetch data from any data source and analyze it visually for making informed and data-driven decisions. In addition, it also allows the user to easily share insights and collaborate.
A great feature about Zoho Analytics software is that it allows the users to create visualizations and dashboards to present data via a quick, easy and self-service model. It also brings detailed insights and analysis to an organization’s business data on demand without any help of IT assistants or data analysts through extensive automation efforts all across the analytical process.
The users can crunch large datasets, clean and blend data, perform different analytical tasks and also visualize the results in dynamic graphics to extract insights. They can also make informed decisions in a stand-alone or embedded environment with the support of mobile devices. Additionally, it comes with a flexible on-premise and cloud deployment model.
Features of Zoho Analytics
1. Data Integration
You can get your data analyzed wherever it may be using over 250+ data sources of Zoho Analytics. You can connect to data from files, feeds, web URLs, databases, business applications, and much more.
- Files and Feeds: Zoho Analytics allows you to upload data from spreadsheets and flat files such as Microsoft Excel, HTML, CSV, XML, JSON, text files and more. The data can be easily fed from online storage services such as Zoho Docs, Box, Dropbox, Microsoft OneDrive, etc. It is easy to pull data from web URL feeds.
- Databases: You can connect with popular business applications in Sales, Marketing, Finance, Help Desk, IT, HR, and many more with the ready-made connectors.
- Custom Apps: Zoho Analytics software offers powerful data import and integration APIs for building a connector quickly, and getting data from any offline/online application for analysis.
2. Data Preparation and Management
You can use the self-service data and management application called Zoho DataPrep very easily with Zoho Analytics. This is a good way to get your data cleansed, transformed, enriched for easy and better analysis.
- Auto Model: Zoho Analytics is a business intelligence software that automatically identifies data types. You can get suggestions for joining datasets and create custom data types for identifying and fixing invalid data.
- Smart Cleanse: You can filter and cleanse data using intelligent suggestions. Improve the quality of your data by removing duplicates and invalid entries.
- Transform: You can format and change your data without any need for coding. This will also help you reshape your data using over 250+ functions like summary, pivot, unpivot, etc.
- Enrich Data: Zoho Analytics also allows you data with ML/AI-powered transforms such as sentiment analysis, keyword extraction, language detection and more.
- Catalog Data: The use of Zoho Analytics software also enables you to manage your datasets by categories, custom tags, data readiness, data quality, and more. You can also use the search capabilities of Zia which is Zoho’s smart AI assistant for performing system-wide metadata searches.
3. Visual Analysis
The data visualization is one of the best features of Zoho Analytics. With the use of this feature, it is possible to slice and dice your data while analyzing it visually with a wide range of visualization tools.
- Visualization Options: Zoho Analytics allows you to use a wide range of charts, widgets, summary, pivot, and tabular views for creating insightful reports and dashboards.
- Drag and Drop Report Creation: Zoho Analytics also enables the effortless creation of meaningful reports and dashboards with the intuitive drag and drop interface.
- Tabbed Dashboards: With Zoho Analytics, many reports can be combined into tabbed dashboards using a drag and drop designer. You can insert images, formatted texts, web components and widgets in a flexible designer layout. You can make this easy for your executives and users to track KPIs effectively.
- Dynamic and Interactive: Zoho Analytics is a reports and dashboards BI software that allows you to use a wide range of interactive options such as view underlying data, drill down, contextual filters and many more for performing ad-hoc exploratory analysis.
- Geo Visualization: You can analyze your geographical data with interactive map charts. You can compare and measure key metrics across countries, regions, states, postal codes, and latitudes and longitudes.
- Image-Based Visualizations: Zoho Analytics helps in plotting location data spread over custom image boundaries such as basketball courts, city parking lots, roads, etc. This includes image visuals in your reports to enhance visual appeal and readability.
4. Augmented Analytics
Zoho Analytics software augments your analysis of data with the technologies such as Artificial Intelligence, Machine Learning, natural language processing and generation, and getting quick insights from your data.
- Zia Insights: It is possible to get contextual and actionable insights that go way beyond visualizations in the form of digestible narrations with zero interactions.
- Conversational Analytics: Zoho Analytics allows you to engage in colloquial conversations with Ask Zia so that you can get relevant reports as answers.
- Automated Reports: With a single click, you can generate a valuable set of auto-generated reports on whatever data you may have when you are beginning your analysis.
- Predictive Analytics: You can also apply custom forecast models and forecast values of business metrics while predicting the upcoming trends.
- What if Analysis: Zoho Analytics helps in simulating complex scenarios, and finding optimal business outcomes with the use of what-if analysis.
- Data Alerts: With the Zoho Analytics self-service BI, you can get notified automatically on important changes to your KPIs, anomalies, goal achievement, etc. This helps in staying on top of your business.
5. Unified Business Insights
It is possible to unify the business data across an organization from various functions such as marketing, support, finance, sales, etc. You can easily analyze this unified data and unearth end to end insights.
- Easy Connectors: Connect to 50+ popular business applications within a few clicks. Auto-sync and unify data from various business applications in hourly intervals only.
- Pre-built Analytics: Zoho Analytics software helps you instantly begin your analytics journey with much valuable pre-built visualization that offer a comprehensive view of business health. You can build your own ad hoc reports and dashboards to suit your specific needs perfectly.
- Data Blending: Zoho Analytics also helps in the automatic blending of data from various applications. It is also possible to define metrics that span across the data from multiple departments. You can create reports and dashboards with these metrics and offer end to end insights across a business.
6. Collaborative Analysis
Zoho Analytics is a business intelligence software that makes collaboration an important part of data analytics. You can easily democratize data, allow pervasive BI and analytics in your organization.
- Share Reports and Dashboards: Zoho Analytics allows you to share reports and dashboards that you create with your colleagues, and collaborate with them.
- Best Access Control: You have complete control over what your colleagues can see and do with the data and reports that you share with them. The fine access control with specific options such as read-only, read-write, report authoring, export, and drill down is excellent assistance.
- Easy Commenting: Zoho Analytics helps you to share contextual comment threads and instantly collaborates with peers on a report or dashboard. You can add and annotate images or go back to see the entire document history anytime and anywhere.
- Printing and Emailing: With the use of Zoho Analytics, it is also possible to schedule your reports and dashboards to be emailed automatically. You can export and print reports for offline access as well.
7. Data Storytelling
Zoho Analytics allows you to tell interesting stories by using the data. You can present and publish analytical insights in the context of familiar business workflows. This will make the process of data analytics a lot more efficient and enjoyable.
- Slideshows: Zoho Analytics is an excellent tool to craft immersive analytics presentations with the use of Zoho Show, an online presentation service. You can add rich narratives in the form of text, images, shapes, etc along with reports and dashboards. This helps in weaving data stories to your audience.
- Web Portals: You can create purpose-built data analytics portals using the site builder called Zoho Sites. This will make it easy and exclusive for your users to analyze the data with visualizations.
- Ask Zia: It is possible to embed the AI assistant of Zoho Analytics called Ask Zia along with Zia insights anywhere in the business workflow. You can allow data-driven decision making at all endpoints.
8. Mobility
Zoho Analytics helps in accessing and interacting with data, reports, and dashboards from phones and tablets.
- Mobile Applications: It is possible to access and interact with the reports and dashboards that you have created in Zoho Analytics on the move from your iOS and Android powered mobile devices.
- Dashboards Application: This one is a purpose-built and immersive mobile application to access and explore the dashboards that you have in Zoho Analytics. Creative features support the inviting fluid interaction and analysis.
- Conversational Analytics: This feature allows you to speak with Zia on the go. You can ask questions and get precise insights as answers in the form of reports and widgets.
- Mobile Collaboration: Zoho Analytics helps you add comments to reports, and hold meaningful conversations with your peers.
9. Embedded Business Intelligence
Using Zoho Analytics software, you can offer a white-labelled BI and analytics application under your brand name. You can also set up a standalone analytics portal and embed it within your application.
- Embedded Analytics: It is possible to integrate a full-featured analytics platform within an application using the single sign-on API and SAML authentication.
- Self Service Analytics Portal: You can set up a rebranded analytics portal and customize it with rich design elements while seamlessly making it accessible with the use of web and native mobile applications.
- Augmented Business Intelligence: Zoho’s smart AI assistant called Zia can be easily embedded for getting automated insights from any reports and dashboards. You can take advantage of Zoho Analytics by using features such as smart forecasting and ML-based predictive analysis.
10. Security and Governance
Zoho Analytics software is used by strong Zoho security practices including the support for redundancy, backup, confidentiality, and privacy. This helps in ensuring that the data is safe and secure.
- Data Security: Zoho Analytics has a privacy by design model which allows the customers to have better control over the data. The time tested and accredited enterprise grade security features and governance framework makes sure that continuous data is managed.
- Data Backup: The data can be stored in Zoho Analytics cloud version and it can be backed up each day in the data centres. You can do a periodic backup as well.
- Roles: The users, viewers, and administrators role at the workplace, organization, and accountant labels are present. There is a clear segregation on who can do what based on the roles.
- Logging: Zoho Analytics software offers all user activity and access within the application. Hence, it is possible to know which user logged in at what time, which user has access to which functions and much more. All this ensures security and accountability while the auditing is going on.
11. Deployments
You can effectively deploy Zoho Analytics according to the needs that you have. It is also possible to subscribe to Zoho Analytics cloud, and install it on premise in your servers. It can also be deployed in public clouds such as Azure, Google, and AWS. Lastly, you can also use the white labeled version of Zoho Analytics.
- Cloud: Zoho Analytics offers easy access to a full fledged self service BI and analytics service that is hosted in Zoho Cloud with just a browser and a mobile application. There is no upfront cost and you can pay as you go ahead with either monthly subscriptions or a yearly lock in.
- Onpremise: You can easily install Zoho Analytics behind the firewalls and on your own servers. This also helps you analyze the data in house.
- Public Cloud: Zoho Analytics software can be deployed on the public cloud of your choice. This is similar to AWS, Google Cloud and Microsoft Azure.
- Embedded: Zoho Analytics offers a complete analytics application in your brand name. There is a choice to either go with the standalone analytics portal or an embedded one with your own application. The white-labelled version is available in the cloud and on-premise models both.
12. Extensibility and Elasticity
Zoho Analytics is an excellent data analytics application that is a full-fledged, scalable, and powerful analytics platform. It helps the developers and system integrators to develop and deploy custom analytics applications and integrations.
- APIs: You can use a robust set of APIs for the purpose of authorization, custom styling, data integration, and dynamic reportings embedding to build custom analytical applications of integrations. This also allows you to maximize the potential of extensible low code or no-code integration with a tech stack.
- Zoho Marketplace: You can choose to complement your analytical abilities with a wide range of analytical applications available in the Zoho partner driven Marketplace. There are domain-specific and purpose-built native analytics applications also available in third-party marketplaces.
- Big Data: Zoho Analytics allows you to analyze your big data with ease and derive key business insights. The data can be present in big data sources such as relational, NoSQL and cloud databases or popular business applications.
Conclusion
Zoho Analytics is designed to benefit businesses from deep analytics using data interpretations, auto-generation of reports and other such features that can help in automatically blending data from various apps for cross-functional analysis. This helps the user to get a comprehensive view of the business.
The implementation of Zoho Analytics can help you derive business metrics and capture key performance indicators as well. You can plan for future events with forecasting and predictive capabilities, ask questions and get analysis from Zia, and do much more.
If you haven’t already got Zoho Analytics implemented, now is the time. You will be amazed at what all you can do with the use of Zoho Analytics and how it can benefit your business.
I hope that you learned something new today :)
Stay Tuned for more!
Cheers!
Abhi
(Seasoned Zoho Authorized and Certified Partner)
Feel free to contact me if you have any queries
Email: abhishek(@)encaptechno(dot)com
Call: +1-416-405-8185
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Abhishek - Zoho Partner
Sticky Posts
Tip of the Week - Spot Risky Sales with Conditional Formatting
In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to applyWhat’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, expandedAnnouncing 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 securityZoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience
Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Project Management Bulletin: October, 2025
Every need leads to innovation. Project Management tools were developed out of sheer necessity to drive large projects. With wide usage, the specifications grew precise, and so did the refinement. Over years we’ve crafted one of the best project managementEmail Recall Feature In Zoho Mail Which Should Also Work For Outside Organisation Members
Add a feature to recall or undo sending an email within a configurable short time window (e.g., 30 seconds to 2 minutes) after hitting send, similar to Gmail’s undo send. Currently the sent email can not be recall If the recipient is not from within yourZoho Sheets saying locked when not locked
Zoho Sheets won't let me add more rows to sheet because it's saying the sheet is locked, but the sheet is not locked. I tried using a different browser but I still have the same issue.Identifying and Merging Accounts with Similar (Non-Exact) Names
Hello everyone, I’m aware of the built-in deduplication feature in Zoho CRM that allows merging records with exactly matching values for selected fields. However, I’m running into a situation where our migrated data contains multiple variations of theOption for super admin to recover the deleted chats in Zoho Cliq
Currently, in Zoho Cliq, if a user accidentally deletes their chats, there is no option for the Super Admin to recover or view those deleted messages. I believe it would be helpful if Super Admins had a recovery option, perhaps within a certain time frame,Zoho CRM iOS app updates: the Homepage, Zoho Survey integration, and support for multiple file uploads in subform
Hello everyone! The Zoho CRM mobile app continues to evolve to bring you a smoother and more powerful CRM-on-the-go experience. We're excited to share some important updates now available in the iOS app. Here's what's new: Homepage support Zoho SurveyI am trying to integrate my module in sandbox environment to add data via API
I went through the documents and tried to setup the API for adding the module via the api but the problem is the token setup is done on "https://accounts.zoho.in/oauth/v2/token" domain and the bulk write is done on "https://content.zohoapis.com/crm/v8/upload"Is anyone else having trouble saving a custom image in their email signature, or is it just me?
When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t workingSetting up primary mobile number.
Hi Sir Earlier I joined IIFL team and got an organizational email of zoho services. Later i quit and now my account is deactivated with IIFL but i am unable to link my mobile number to my own email id with zoho.Add Custom Reports To Dashboard or Home Tab
Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! ChadAccount in Quick View Filter
I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes anyIn arattai received message can't be deleted
The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a receivedZoho sheet for desktop
Hi is zoho sheets available for desktop version for windowsZoho Analytics - Make text clickable in underlying data
Hi Community, I have a simple sales report based on a Invoice query table. I have included a link on to each invoice on the table and sent the Invoice number URL to the link. This works find in the query table, but when I click underlying data on theTables for Europe Datacenter customers?
It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?Guided Conversations - Ticket Creation
Hi there, Using Guided Conversations to Take Customer Data and apply it into a Support Ticket for internal use, Is there a way to take multiple Textual Variables Inputs (A series of questions), and have the answers all appear in the Description of theHow to send certain invoices for Approval based on condition?
To streamline operations, I need the invoices to go for approval when certain conditions are met. For example, if my staff gives a discount of x amount, it must go for approval. If there is no discount, then the invoice will be approved automatically.Unable to continue payment
Hi, I want to make a payment for my email subscription, but I cannot proceed with the payment because my NITKU is invalid. In Indonesia, the NITKU consists of 22 digits, but Zoho only provides 20 digits, causing my NITKU to be invalid. Please help meIs there a way to show contact emails in the Account?
I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detailMassive spam pretending to come from our address – is this a Zoho security issue?
Hi, We’ve been receiving more and more suspicious emails lately — many of them clearly look like scams. But yesterday, we got an email that appeared to be sent from our own address, which was very concerning. We're starting to wonder if this might beSystem flaws and lack of response from Zoho
I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually calledCant recieve mails
I’m having an issue with my external IMAP account not fetching any emails into Zoho Mail, even though the connection test says “Success”. I can send, if someone sends an email to me. my original directory (home.pl host) recieves it in their portal butZoho Sheet Autofit Data
While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.Enhancements to finance suite integrations
Update: Based on your feedback, we’ve updated the capabilities for integration users. In addition to the Estimates module, they can now create, view, and edit records in all the finance modules including Sales Order, Invoices, Purchase Order. We're alsoEdit 'my' Notes only
The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this sameHow do I filter contacts by account parameters?
Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information alreadyJob Alerts for Candidates
hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. CanAdd multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesmanEnhancing Task Accuracy: Automatically notify the owners upon Task duplication.
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. The requirementHow to export all line-item descriptions for a specific item in Zoho Books?
I am trying to audit a specific item (“Item X”) that has been invoiced multiple times with different line-level descriptions. Here’s the situation: I am using Zoho Books (Professional). Each invoice may contain the same item but with different descriptionsShow/ hide specific field based on user
Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it justWhere are Kanban swimlanes
So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one. Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some researchTip 19: How to display images in Pages using ZML snippets
Hi folks, We're back with another tip on how to use Zoho Markup Language (ZML) to create interactive pages in Zoho Creator. You can use ZML snippets to add various kinds of components to your pages and structure them in meaningful ways. That's not all, though—using ZML you can ensure your application is automatically compatible with all kinds of devices without any inconsistencies. We often get questions from users about how to invoke Deluge scripts within ZML code. Here's a simple use case for addingCan zoho swign format block text spacing automatically when prefilled from zoho crm?
I'm sending zoho sign template from zoho crm, so that zoho crm pre-populates most fields. I have existing pdf documents that i am having signed. I have no ability to change the pdf documents, they are standardized government forms. The problem I am facingForced Logouts - Daily and More Frequent
In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field
I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.Reference lookup field values in Client script
hello all, I'm using a "ZDK.Apps.CRM.Products.searchByCriteria" function call, which is returning the matching records correctly; however, one of the fields is a lookup field which I need the associated data. I believe there is a way to get this dataIn App Auto Refresh/Update Features
Hi, I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users. The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps. I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With theCRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage filesEvery time an event is updated, all participants receive an update email. How can I deactivate this?
Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happeningNext Page