Tip #6: What are aggregated charts? How do they improve visualizations?
Charts, as we know, are vital data visualization tools. Pivot tables, on the other hand, are useful for giving you a summary of your entire data set. Aggregate charts, in turn, allow you to create visualizations of your pivot tables, giving you the best of both worlds!
What's the difference between an aggregated chart and a normal one?
Consider sales data from across three
Regions, by three agents, selling three
Items. Here's a regular chart on units sold by item.
Here's the same chart, after an aggregation.
Though both charts were based on the same range, the second chart has been aggregated based on the total number of units sold for each item. The chart is more insightful, and represents data better than the first chart.
How do I build an aggregated chart?
Zoho Sheet provides an option to aggregate charts based on different series and different formulas in the contextual side pane. To create an aggregated chart, you must first answer these two questions:
- Which series would you like to use to aggregate the chart?
- What function would you like to use to aggregate the series?
For instance, in the sample chart above, the series of
Units sold was aggregated using the SUM function. It would also help to place a series in the Axis, and the Legend part.
It's up to you if you want the other series in the data to be represented as either the Axis or the Legend of the chart. In our earlier example, the
Item series, was used as the Axis of the chart, so each item was taken as entries in a series, and the corresponding SUM of
Units sold has become the value of the entry.
What exactly is the difference between making a particular data series the Axis of the chart, or the Legend of a chart? Making one series the axis of the chart will mean that you want to represent the different entries in the series (Pen Sets, Binders, and so on) as the different values of a single, collective series.
Making a series the Legend will mean that you represent every unique entry in the data set as a different series. (Pen Set as a separate series, and Binder as a separate series in this case). No series can be named as both the Legend and the Axis of a chart.
What do I do if I have more than two series of data?
Here's an extension of the sample data. Now, in addition to the
Item and
Units sold series, we also have
Sales and the
Region. We've decided to add the
Region as the Legend, and make the
Item series be the Axis, aggregating the data based on Sum of
Units sold. The result? A chart that provides almost all of the insights you would need from the table alone!
Here's a variation of the same chart, but aggregating the data based on Sum of
Sales.
Play around with aggregated charts to get more insights out of your data! Follow our
community, and our
Twitter handle for more such spreadsheet tips and tricks.
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
Selva Sundaram M
Sticky Posts
Tip #18: 6 Trendlines and when to use them in your spreadsheet data?
Charts are a great tool for visualizing and interpreting large chunks of data in spreadsheets. Zoho Sheet offers you 35+ chart options, along with AI-powered chart recommendations based on the data set you select. There are various chart elements thatTip #16: Ask Zia your data-related questions and get powerful insights
Zoho Sheet provides a variety of tools and functionalities to help you analyze your data from end to end. But what if you could analyze all your data sets with a single AI-powered tool? Meet Zia, our smart virtual assistant who will answer all your data-relatedTip #17: Easily share spreadsheets with non-Zoho account users
With efficient, collaboration-friendly options, Zoho Sheet is a popular choice among users. Sheet's external share links help you collaborate more effectively by sharing your spreadsheets with anyone outside your organization, including users who do notTip #7: Four things you didn't know you can do with Conditional Formatting
Conditional formatting helps you highlight and visualize data in your spreadsheet based on provided rules. Zoho Sheet offers three types of conditional formatting: Classic, Color Scales, and Icon Sets. If you're already familiar with how Conditional Formatting works, here are some bonus tips for Classic formats: Customize rules with formulas Zoho Sheet allows you to create personalized rules based on formulas. For example, in a task list you can use customized formulas to highlight tasks which areTip #15: Stop guessing and start estimating with Zoho Sheet's Goal Seek
Goal Seek is an ideal spreadsheet tool for devising estimates, as it helps you retrieve your desired output value when the input values are not known. In other words, Goal Seek does back-solving to find input values once you've provided an output value.
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
Display an image in Zoho reports report
I have a table report in which i'd like to display an image made up of data from another column, something like: <img src="records.photo"> However, when i do that, nothing happens. How do i pull it off?Two new updates to simplify your shift planning
We’ve introduced two small but handy enhancements in Zoho Workerly that aim to reduce steps and give you more flexibility while planning shifts. Here’s what’s new and why it matters: Toggle between weekly and monthly roster views Pain point Planning shiftsAndroid and iOS Feature Updates
The Zoho Desk mobile app (Android and iOS) provides agents with a platform to serve their customers from anywhere and at anytime. We are happy to introduce a few enhancements in the mobile apps that will support the users to be more productive and streamlineAgent form for car showroom
Hey all! I am trying to make a useful crm form in creator for a car showroom. However, I am struggling with the best way to configure the CRM modules so I can make the form useable. They need to be able to have say a basic top level of is it a drop downHow to get the call recording external ID via desk API
I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't containEasy way to create task from call
In Bigin I would like to have easy way of creating the tast directly from the call. Now after the call I need to enter company record and create task there. There must be some easier and more user friendly way to create new task after the call!Best practice : when to convert lead to Deal
Hello, I'm new to Zoho and run my own business. To make sure I'm using Zoho correctly, when do I press convert, from Lead to Deal, at what stage in the conversion funnel/conversation. I want to make sure I can a) monitor status of all pending lead orAn update to improve email delivery | Email Authentication & Relay
Update Rollout For Trial Users (signed up on or after April 8, 2025) If your email-sending domain is not authenticated, all emails will be sent from Zoho Recruit's authenticated domains by default. This update is now live across all data centers. OncePlease don't remove the option to modify tax.
Hi, I saw that the option to customize tax will be removed. This is VERY PROBLEMATIC for US companies who ship to different states because each zip code in the USA has its own tax rate for a single product. This is an awful idea. Please don't take this away.Cómo guardar datos de subformularios en filas individuales en Zoho Sheet o Google Sheets
Hola comunidad, Estoy trabajando con un formulario principal en Zoho CRM llamado Clientes, el cual incluye un subformulario llamado Productos (máximo 3 productos por cliente). En el formulario principal tengo los siguientes campos: Cliente Teléfono CorreoComo puedo mover un prospecto "Cliente" de modulo
Tengo un modulo llamado Seguimiento de Ventaa y otro llamado Cierre de Venta. Que cuando se marca como venta efectiva o venta no efectiva, pase a Cierre de Venta, Esto sin duplicarlo "Que esten en ambos modulos" ,Como esta en una base de datos "Excel"Se puede mover un Cliente de un modulo a otro personalizado
Hola, tengo una duda que me gustaría resolver: Actualmente trabajo con dos módulos: Seguimiento de Venta y Cierre de Ventas . Mi objetivo es que, cuando desde el módulo de Seguimiento se marca una venta como "Venta Efectiva" , el cliente sea movido alChanging Color Theme of Guided Conversations
Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!need a third party to fix email authentication dns records
at my wit's end - zoho began giving me spf, dmarc, dkim errors two weeks ago fussed with it since and now it seems dkim is the only problem and when i added the dkim record with the key from zoho mail it still wont work tired of this, need someone whoZoho Flow - Create CRM Meeting - Expected input type is jsonobject
I'm trying to use the Create Module Entry action in Zoho Flow to create a meeting in Zoho CRM. The participant field is throwing an error during debugging: "Zoho CRM says "Invalid input for invalid data. The expected input type is jsonobject." I've triedCanvas Flex Box containers should not require a width/height.
Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizationalCanvas responsive preview in different browser window causes re-authentication/verification
I'm trying to design a view in Canvas. I am testing in a tab with a desktop view, and another tab (on my same desktop/IP) with a responsive view of an iphone. Every time I refresh, it boots me out of the previously used tab. If I forget to refresh theWorkdrive Android - how can I open a file in its native app?
Hi, I'm testing Workdrive as a replacement for Onedrive. On a laptop/Windows this works fine. It syncs between devices and when I open a file, it opens the file in its native app. However, the Workdrive Android app seems to work differently. On a AndroidZoho SDK versioning and repositories need permanent naming/versioning changes moving forward
I spent all day on this, a simple problem. Add a note to a lead, retrieve the notes from the lead. Finding samples and documentation is VERY difficult BECAUSE the versioning is totally non-standard. The php SDK doesn't follow SemVer. I suppose it mayCall transcrition working for ringcentral?
I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: CallFilter by technical IDs that should not be displayed
Hello Zoho and Cumminity. I know I have already found similar requests elsewhere, but have not yet received a solution from Zoho. Therefore I would like to refresh the topic and hope that a solution can be found. I have reports in the Creator, which Iis 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 assignis Zoho desk down ?
We have not received any tickets via email on the Zoho desk for the past hour. I also tried sending several test emails, but as of right now, no new ticket has been created on the desk.A few Issues when using "Pay Bill via Check"
We have quite a bit of issues with how paying for Bills via Check works. Would love some feedback from the Zoho team in case we are doing something incorrectly. 1. When we go from a vendor and select "Pay Bill via Check" option, we see ALL the outstandingBooks Not Matching Transactions from Feed - "The total amount does not match with that of the transaction"
Recently, transactions that are transfers from a foreign currency (FCY) account to a base currency (BCY) account are not allowing for matches with transactions from the bank feed. Please see the screenshots below: As one can see, the amount is in theAbility to Initiate WhatsApp Template Messages in Zoho SalesIQ Without Preexisting Chat
Hi Zoho SalesIQ Team, I hope you're doing well. I understand that with the WhatsApp integration in SalesIQ, clients can contact us via WhatsApp, and we can use WhatsApp templates to send messages outside of the 24-hour window by reopening an existingHow to make one code flow run for multiple people in the org
Hi Folks, I have built a flow to transfer a Zoho calender event as Zoho CRM module record. The code works perfectly as needed. But the issue is I want the same functionality for others in our org. It is showing only my calendar in the selection trigger.For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.
Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "Subject: Urgent: Unrelated Email Automation Issue – Request for Immediate Resolution
Dear Zoho One Support Team, We are currently facing a critical issue with email automation in our Zoho One account. Despite deleting the associated templates and workflows, the same email templates are still being sent to our customers. This has becomeZoho Sites
Does anyone have experience building Zoho sites or know how I can find someone who does?Tip of the week 63- Know your contacts well with polls in Zoho Campaigns
Communication in its true form is characterised by feedback. In email campaigns there are a few avenues via which you can achieve this. Using polls in Zoho Campaigns is one such way. With polls enabled in campaigns, your contacts can interact with your emails and help you understand them well. There are three types of polls available to be enabled in your email campaigns: Basic poll Rating based poll Reaction based poll Basic poll- Provide a question and allow the email recipients toWeek date range in pivot table
Hello, I need to create a report that breakouts the data by week. I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format. Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,CRM->INVENTORY, sync products as composite items
We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,Relocating from Zoho Connect External to Zoho Connect Internal or Zoho CommunitySpaces... or move off of Connect completely.
This conversation is aimed at Zoho clients that currently use Zoho Connect's External network platform. As I discovered in the comment section of another post, Zoho Connect is halting development of Zoho Connect EXTERNAL networks in favor of the new ZohoLimited review (/questions) for Bookings 2.0
Hi all, I'm writing this review of Bookings 2.0 for two reasons: 1) it may be of interest to others, and 2) I'd like to be corrected if I'm wrong on any points. It's a very limited review, i.e. the things that have stood out as relevant, and particularlyRecurring Events Not Disappearing from Zoho Calendar When Canceled by Organizer
I receive a recurring meeting invitation to my Gmail address, The event correctly appears in my Zoho Calendar, since I have Gmail calendar integrated/viewable via Zoho Mail. When the organizer cancels one occurrence, the canceled meeting does not disappearCreate Funnel to Track Email Outreach Conversion
Hello, We would like to create a funnel that measures: N° of emails sent -> N° of emails opened -> N° of emails responded We would like to measure this email response conversion rate for each of our SDRs. We use the analytics tool of Zoho CRM and notRelay Mail Failed
Hello, We are using SMTP Relay Settings in ZOHO CRM for sending emails using office 365 server. But every time we are receiving below errors. The Relay Configuration for the domain Domain.com and feature WorkFlow has failed 3 times today . Mails willCan't lock timezone in new Zoho Bookings
Hi, since the new Zoho Bookings has been changed, I cannot seem to lock the timezone in for the meetings. I have set the working hours and location, but when I got on the link, it automatically gives me slots in my timezone. I want to lock it for an in-personLeverage layout rules to customize workflow
Layout rules in Zoho Sprints primarily aim to customize the field layout of your creation forms to meet complex requirements. But it doesn't stop there. Its customization can push the boundaries of how your fields behave, how data is gathered, how processesNext Page