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
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! ExtremeWhat’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
Best way to share/download presentation files in Zoho without losing formatting?
Hello Zoho Community, I often work with PPT/PDF files in Zoho Docs and share them with colleagues. While PDFs usually give a direct download option, I’ve noticed that PPT/PPTX files sometimes only open in the viewer without a clear download link. Is thereWorkflow Failure - Notifications
Good afternoon, I have just experienced an error whereby a Workflow failed, for a reason currently unknown. The problem is that one of my users had to flag this manually (thankfully he's very thorough) and this otherwise would have flown under the radar.Introducing Bin Locations In Zoho Inventory
Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the featureError "Invalid client task found corresponding properties" only when triggered from workflow ?
Hi All, I am facing an error message I never encountered previously: Error in executing On Add - On Load script Error in executing thisapp.get_all_projects_api_call function. Line:(2) Error in executing thisapp.getAccessTokenFromRefreshToken function.How to interpret Campaign report statistics - definitions/explanation
I am trying to make sure I understand the Campaign report correctly Do you have a list of definitions for: Delivered - it has reached the recipient's inbox Campaign reach - is this the number that have opened the campaign email? Unique Opens Clicks/OpenFeature request - pin or flag note
Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less importantSchedule a Call by Date and Time when a specific lead status is selected
Hi Wanting to create a workflow where a call can be scheduled by date & time when a specific lead status is selected. Can only currently set the date by Due Date - Trigger Date - Plus 'x' day(s) ThanksZoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more
Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions HelloHow can I bold text on Zoho Forms submit buttons?
In the old theme builder, I could bold the text on a form's submit button. With the new theme builder, I can only change the text of the header or fields in the form, and not the button itself.5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (10/31)
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。 10月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら（無料）：https://us02web.zoom.us/meeting/register/BGYTysOnSqa9LA9eY2IKww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的としたHiding Pre-defined Views
You can enhance Zoho with custom views - but you cannot hide the pre-defined views. Most users focus on 4 or 5 views. Right now for EVERY user EVERY time they want to move to one of their 4 or 5 views - they have to scroll down past a long list of pre-defined views - we don't use ANY of the pre-defined views. Adding the feature to allow a predefined view to be hidden completely or only visible to certain users would be a big improvement in usability for Zoho CRM. This feature is already availableRich-text fields in Zoho CRM
Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile[Integration Edition] Deluge Learning Series – Third-Party Integrations with Deluge | October 2025
We’re excited to continue this three-month edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session 3 – Third-PartyFeature Request: Tag, Search, and Report on Individual Private Comments
Zoho Desk Team, First, I want to say that we are extensive users of Zoho Desk and it is a core part of our support operations. We rely heavily on the private comments feature for internal communication, knowledge sharing, and maintaining a clear historyZoho CRM Community Digest - August 2025 | Part 2
Hello Everyone! Here's a quick round-up of handy tips, clever workarounds, and product updates from late August. Product Updates: Meeting Enhancements in Zoho CRM! Track whether a meeting is online, in-office, or at the client’s location using the newAssistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk
Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s responseRound robin
Hi, I'm trying to set up a round robin to automatically distribute tickets between agents in my team but only those tickets that are not otherwise distributed by other workflows or direct assignments. Is that possible and if so which criteria should ITime Entry Notifications
Hi All - I have support staff who place notes of their work in the time entry section of Zoho Desk. Is there a specific workflow or setting I need to enable to have the ticket holder updated via email when an entry is saved?Change text in help desk
Hi, Please let me know how can i change the this text, see screenshot.Customer happiness customisation
Hi, I was wondering if it's possible to somehow customise to whom and when customer happiness request is sent? Can you enable it only for selected tickets for example based on workflow or any other criteria (customer name, tag or anything else)? AlsoNo Zoho Support Response in Months
I want to say that I love Zoho FSM, Books, and CRM, but the support is scary bad. About 2-3 months ago, I emailed Zoho FSM support with two specific issues I needed help with, and I have still not received one single response. I also submitted a supportHas anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?
Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. ItNull
If a result is null how do I make it so that a custom error pops up instead of the default error? Can someone write an example as if I were using the script builder?Format a "return" message
Good day, Is there a way to format the message of the "return" function in CRM deluge script?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 forHaving Trouble Opening The Candidate Portal
Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.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 applyHow do I duplicate / copy a campaign
I am evaluation Zoho Campaigns and sent an email to one of my personal email accounts from Zoho Campaigns. It went into my junk file in Hotmail. I want to duplicate that same (1-page) campaign and send it to another of my personal accounts to try toFor a Bill, can "Pay via Check" - Can we also "Pay via Check" when documenting refund for payment?
We really like when we have a Bill in Zoho Books that we can record payment by selecting "Pay via Check" and that will cut the check for us from Zoho Books. However, when we have to write checks as a result of invoice overpayment, we can not select "PayCreator Change History: Ways to improve
Hi Everyone, Recently been working in developing this change history(an idea from Zoho Forms) - unlike forms that you can this with a click but using Creator, we can use "old" keyword. The concept I come up with is to put the result in a table however,Suitability of Zoho One (Single User License) for Multi-State GST Compliance & Cost Analysis
Hello Zoho Team, I am an e-commerce business owner selling on platforms like Amazon, Flipkart, and Meesho, and I'm currently using their fulfillment warehouses. I have two GSTIN registrations and am planning to register for an additional 2-3 to expandadd employees and customiz
I want a Zoho software to track employees record. I logged in a demo so now I tried adding employee, first thing when I click on add employee it takes me to a page where it says add user maximum 10 users, my first doubt why users I don't want employeesInactive User Auto Response
We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similarZoho People Attendance Module - Split Shifts
Hello, Our business employs a number of college students who often split their workdays between work hours and class schedules, resulting in split shifts. For example: Employee 1 works 9am to 11:30am and then leaves for class, returning to work at 3pmZoho One subscription
we have got Zoho CRM for 3 users and we paid for the app , and we have still 9 months to go , but if we join Zoho one , does it mean the payment for that subscription would be a waste? Please help. Thanks.How Zoho CRM Can Enhance Your Faucets Accessories Business Operations?
In today's competitive market, having a reliable CRM system is crucial for managing customer relationships and streamlining business operations. For businesses in the faucets accessories niche, Zoho CRM offers powerful tools to help manage everythingDashboard
I’m currently working on a project using the Zoho IoT Cloud with an ESP32 and MQTT. I’ve successfully connected the ESP32 to Wi-Fi and MQTT, and the data from the ESP32 is displayed in the telemetry section of the cloud. However, when I try to createCan i connect 2 instagram accounts to 1 brand?
Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?Zoho Forms - Improved Sub-Forms
Hi Forms team, I'm helping a client move from JotForms to Zoho Forms and I've found another opportunity for improvement. In the below screenshot, JotForm left and Zoho Forms right. The Zoho Forms Sub-Form is quite a poor visually. There is no way to makeWhat's New in Zoho Billing | Q3 2025
Hello everyone, We are excited to share the latest set of updates and enhancements made to Zoho Billing in Q3 2025. From the latest GST updates to multi-level discounting, Zia-powered report summaries, and customizable web forms, these updates are designedNext Page