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 - 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'sWhat'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 security
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
Add Full-Screen Viewing for Quartz Recordings in the Client Interface
Hi Zoho Team, We would like to request an enhancement to the Zoho Quartz client interface when viewing submitted recordings. Current Limitation: When viewing a Quartz recording from the client (user) interface, there is currently no option to switch the2025 Recap: A Year to Remember | Zoho Inventory
Important Update : Pipedrive deprecated fields no longer supported in Zoho Analytics
Dear Pipedrive users, We would like to inform you about a recent update related to your Pipedrive integration with Zoho Analytics. The Pipedrive team has deprecated certain fields from their application. You can find more details in the official PipedriveProduct Updates in Zoho Workplace applications | November 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this November. Zoho Mail Format comments easily using Slash Commands With Slash commands, you can easily format text, insertRight-Click Pipeline to Open in New Tab
Please add the ability to right-click on a pipeline to open it in a new tabAdjusting Physical Inventory
Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to beHow to install Widget in inventory module
Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?Deluge date time issue
The deluge function info zoho.currentdate.toString("MMM/YYYY") returns Dec 2026 instead of 2025Sending automated messages that appear in the ticket's conversation thread
Good morning, esteemed Zoho Desk community, warm greetings Today I am here to raise the following problem, seeking a solution that I can implement: I need to implement an automation that allows me to send reminder messages to customers when I am waitingIssue with Zoho Creator Form Full-Screen View in CRM Related List Integration
Hi Team, We have created a custom application in Zoho Creator and integrated it into Zoho CRM as a related list under the Vendor module, which we have renamed as Consignors. Within the Creator application, there is a form named “Pickup Request.” Insidesync views to sheet
Im looking to sync my views aka reports in analytics to zoho sheets, when data is updated in analytics it also should be updated in sheets, till now zoho sheets only offer raw data connection and it is not enough as these reports are difficult to re-doHow to update the Status in a custom module?
Hi, I have a custom module "cm_payment_registry" in Billing, I am trying to change the status which is "Draft" with: array = {"custom_status":"Approved"}; zoho.billing.update("cm_payment_registry",organization.get("organization_id"), XXXXXXXXXXXXXX, array,"connectionname");how to add email to existing organization i w
I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?
so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assignReplace Zoho Invoice with QuickBooks
We are implementing Zoho FSM for a cleaning business in the US with 50+ field workers. This business has been using Quickbooks for accounting for decades and will not migrate to Zoho Books. A major issue in the integration is the US sales tax calculation.2025 Highlights: A Year of Steady Progress and Significant Developments
As we come to the end of 2025, let's take a moment to reflect on the significant progress and developments we've made to improve your travel and expense management. In the Spotlight Introducing Online Booking (US edition only - Early access) Enable onlinee-mail bloqueado
Estou com meu e-mail lucas@peplus.me bloqueado, preciso desbloquear para retorno de usos em minhas atividades.¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes?
¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes? La razón por la cual contraseña estas no deben caducar es porque su actualización depende de mi cliente y no de mí.Function #42: Show the actual rate of items on invoices
Hello everyone, and welcome back to our series! In Zoho Books, you have the ability to create Price Lists, wherein you can mark up and mark down the item rates by a specific percentage or set custom rates. Generally, when you apply a price list to anAbility to Set Text Direction for Individual Cells in Zoho Sheet
Dear Zoho Sheet Team, We hope you are doing well. We would like to request an enhancement in Zoho Sheet that allows users to set the text direction (right-to-left or left-to-right) for individual cells, similar to what is available in Google Sheets. UseNew in CRM: Dynamic filters for lookup fields
Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this formWarehouse fast processing
Hey guys, would anyone be interested in something like the attached image ? If there's any interest I'd be willing to develop it further for others to use, it's much faster than using Zohos native solutions, it can part pack, pack in full, part ship,Can't change form's original name in URL
Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the newStart/Stop Timmer in Chrome Extension
The chrome extension is great and allows you to do allot however one of the most common things employees working on projects need to do is track their time. Having an easy start/stop timer to track time would be great.Invalid collection string
I haven't changed anything in one of my functions. I'm trying to run it manually and suddenly "Invalid collection string" appears. My code has 6 lines and the error says that the error is on 7th line. Why? What does this error mean? Nothing has been changedZoho Directory 2025: New Features | Security Enhancements | Enriched UI
Hello everyone, Greetings from the Zoho Directory team! 2025 has been a highly successful year for Zoho Directory. We are delighted to introduce a fresh set of features, an enriched UI, and major product enhancements. These updates aim to deliver a smootherBulk Schedule for Posting TikTok
Hallo, We have a client whose business is a social media agency specifically TikTok. Currently they are handling 30 TikTok accounts from. I think zoho Social can handle it with Agency License + with Add on 10 Brands. Their concern is related to postingzoho people 5 report
How do I customize my report in Zoho People Report? I understand that I can get the results of multi-table queries through SQL join statements, but I don't know the relationship between each table. I tried to create a report using Attendance User ReportLeave Report Emailed Weekly
I am wondering if someone knows how to have a report generated either weekly or monthly or both for department heads and ownership of upcoming employee leave. For instance, it would be nice to get an emailed report on Friday for the upcoming week of whoZoho Flow Decision Continuing Despite Not Meeting Conditions
I have a picklist field called Lead Status in the leads module, with the following lead Statuses: New Lead Attempted Contact - 1 Attempted Contact - 2 Attempted Contact - 3 Attempted Contact - 4 Attempted Contact - 5 Attempted Contact - 6 Attempted Contactzoho labels api not working
We're using n8n to automte email reply using zoho api. I'm facing issue with label api. I added the required scopes but its not working. i followed zoho api documentation but didn't work. also, where do i find/how do i create zoho oauth token mentioneeedZoho Books Sandbox environment
Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need aTip #55- Accessibility Controls in Zoho Assist: Exploring Vision Settings- 'Insider Insights'
As we approach the end of the year, it’s a good moment to reflect on how we can make our tools more inclusive and easier to use for everyone. Remote support often involves long hours in front of screens, varied lighting conditions, and users with differentZoho Recruit Slow and Freezing on all screens
We have had an issue with Zoho Recruit for weeks being extremely slow and at times freezing. We have 100 mega internet, and I went into each computer and updated the virtual memory so there is more available. Also restarted all computers daily. Still having the issues. Almost unable to work.Credit Management: #2 Configuring Right Payment Terms for Credit Control
Think about the last time you ordered something online and saw that little note at the checkout, "Pay on Delivery" or "Pay later". It's simple, but it actually sets the tone. As a business owner, you know exactly when payment is expected. Now, imagineDependent (Conditional) Fields in Zoho Bookings Forms
Hello Zoho Bookings Team, Greetings, We would like to request the ability to create dependent (conditional) fields in Zoho Bookings registration forms. Current Limitation: There is currently no way to make one field’s available options depend on the valueBug Report: Search fails to find existing notes after Evernote import
Hello, I recently migrated from Evernote (~2600 notes across 23 notebooks), but the search functionality is currently broken. The Issue: I can manually browse to a specific note and see it exists. However, when I type the exact or partial title of thatMarketing Tip #13: Win repeat customers with post-purchase emails
The relationship with your customer doesn’t end after the sale; that’s when it begins. A thoughtful post-purchase message shows customers you appreciate them, keeps your brand top of mind, and can even lead to another sale. You can thank them, ask forZoho Form
I have problem with Zoho Form. One of form i don't received the PDF version. Others okay except this one. W904533Create & Update Zoho Vault Passwords via Zoho Flow
Hi Zoho Flow / Zoho Vault Team, We’d like to request an enhancement to the Zoho Vault integration in Zoho Flow. Current Limitation: At the moment, Zoho Flow supports only the following selected Zoho Vault actions, such as: Fetch passwords, Share passwordsNext Page