Zoho Analytics Release 4.0

Zoho Analytics Release 4.0


We are happy to announce the much awaited Zoho Analytics 4.0 public release. Zoho Analytics comes with several exciting features and a fresh look that you will love. Here is a summary of what's new in Release 4.0

Reporting to Analytics


Zoho Reports is now renamed as Zoho Analytics!! Since we offer in-depth data analytics beyond reporting already, it is only fitting that we make this name change to reflect the power of the product.

Refreshed User Interface


Introducing an all new user interface with the following key features.

Home Page

All your workspaces in one place

Access all your owned and shared workspaces in one place. You can preview, search, sort and mark favorite for quick access.


Easily access your dashboards

Access Dashboards across all your workspaces. You can preview, filter and search.


View As

View items in the form of preview cards or as a list.

Connect to any data source

Our extensive import options are now grouped for convenience.


Theme support

Now we support to customize the Theme for overall product.


Learn More about the new Home page.

Workspace Explorer

Easy Navigation

Easily navigate across all your dashboards, reports and data tables in your workspace.


Global Search

Search across all your views in this workspace using the global search bar.


Rename Views

Easy inline renaming option for views and workspaces.


Learn More about the new Workspace Explorer .

Personalized Dashboards


Dashboards has got a major facelift. Here are the key highlights.

Flexible Dashboard Layouts


Dashboard now supports a flexible m x n layout. With this, you can add multiple views in a single row and have any number of rows.


Note: This feature will be incrementally enabled to users very soon.

Smart Align

With Smart align option, Zoho Analytics will intelligently auto align the components of the Charts embedded in a Dashboard depending on the space available. This removes clutter and enhances readability.

Dashboard Themes Presets

Dashboard now offers a set of cool preset themes along with a range of customization options to increase the visual appeal. Learn more

Merging User Filter

Now you can merge multiple user filters, based on similar text columns from different tables into a single filter. This reduces duplicate filters and enhances user interactions. Learn more

Colored KPI widgets

Now you can add background color for your KPI widgets.

Ask Zia - AI Powered Assistant



Ask Zia is the new search driven analytics assistant. Ask natural questions and get visualization answers. Zia is powered by machine learning and natural language processing.

Users can ask Zia questions such as, "What was my monthly sales for the last year across regions?" Zia converts such questions to complex SQL queries in the back end and gives answers in the form of visual reports, without users having to create them manually.


Zia can auto-blend data and understand questions that span across business apps - e.g., "Give me the revenue per employee" - where revenue comes from the accounting app, and employee count comes from the HR app. Zia comes up with multiple suggestions as possible answers, from which users can choose the relevant report.


Note: This feature will be incrementally enabled to users very soon.

Deep Analytics

Auto Blending of Data


Data is typically siloed in departmental business apps. If a CEO wants to see this month’s new sales, marketing spend, support tickets got, and invoices sent, she has to go to each of the different apps. Let’s say she also wants to know revenue (data in accounting or CRM app) per employee (data in HR app), it becomes even more arduous.


This is where Zoho Analytics can help with its intelligent auto-blending capability. Zoho Analytics makes it easier to analyze data from across apps by automatically identifying the connection between this apps and making it easy to create interactive reports and dashboards.

Forecasting


Forecasting enables you to easily predict your future data trends. It uses powerful forecasting algorithms which analyzes your past data deeply and comes up with the best forecast for the future. Learn more

Smart Data Alerts


Catch them before it's too late - smart data alerts notifies you of any anomaly or change in your key business metrics as it happens. Configure alerts in a snap, then sit back and relax. Learn More

Customizing Lookup Path

Custom lookup path selection for every report is now possible in instances where multiple lookups are used. Learn more

Report specific formulas

Create a report level formula using "Report Formula" feature to solve a wide range of aggregation challenges.

New Summary Functions for Pivot Table

New Advanced Summary Functions, % of Row in Group, % of Column in Group and Lookup Value, have been included in Pivot Table. Learn more

New Data Connectors


Zoho Analytics enriches its third-party integrations with seven new connectors for popular business apps, expanding the number of connectors to over 100. Each of these connectors come with more than 100 pre-built domain-specific reports and KPI dashboards that users can benefit from right away.

Enhanced Visualizations


What's analytics without cool visualizations? The following new visualization options have been added to Zoho Analytics to enable you narrate.

Geo Map chart

Zoho Analytics now supports location based analysis with Geo Maps. Learn More

Heat map chart

Heat map is pretty useful for categorizing and visualizing data based on factors like volume of occurence, intensity, performance scale (bad to good) etc., Learn More

Dial Widgets

Zoho Analytics now provides full and half dial charts as widgets in Dashboards. These dial charts are the best to visualize a key metric in comparison to the target . Learn More

New Color Palette

New vibrant color palates has been introduced for charts. Default color palate has also been changed.

Collaboration

Contextual Commenting


Collaborative analytics has taken a new form. No more paperwork or lost email threads. Start commenting in real time and make data driven decisions together. Learn more

Access Logs

Zoho Analytics now enables you to track the activity of all users in your account, from administrator to public users, through Audit Logs. Learn more

Column Level Sharing

You can control what data your users get to see and create reports upon by sharing selective columns alone. Learn More

Zoho Analytics On-Premise


Do you have concerns moving data to the cloud for analytics from in-house databases or applications? We heard you. Zoho Analytics now announces the on-premise edition, which can be installed in both Windows and Linux machines. You can easily setup and use in your private network or private cloud. Download now

Lots more

Not just the above, Zoho Analytics Release 4.0 is enriched with 50+ new features. As you use the product, you will come across a lot more features. Some key ones:

  • New version of mobile apps for iOS and Android, with new revamped interface and lots of new features. Learn more
  • Databridge, an independent utility that lets you connect easily to your on-premise/hosted data sources for data import. Learn More
  • Option to customize Tabs Position either on the top bar (default), or below the top bar is available.

Try the new Release 4.0. We are sure you will like it. Please do post us your valuable comments/feedback here or write to support@zohoanalytics.com . We would love to hear from you !!


Note: We are running webinars explaining about what’s new in Zoho Analytics. Please register here.


    Access your files securely from anywhere

          Zoho Developer Community




                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day



                                        Zoho Marketing Automation
                                                • Sticky Posts

                                                • Announcing Zoho Analytics 6.0 Beta!

                                                  We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics team
                                                • What's New in Zoho Analytics - August 2024

                                                  Hello Users! We are back with the latest updates and enhancements made to Zoho Analytics. Keep reading to learn more about them. Connect to the data hosted in the cloud without allow-listing the IP addresses Utilize Zoho Databridge to connect to the data
                                                • We are coming to your city! Zoho Analytics Community Meetup

                                                  Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructing
                                                • Zoho Analytics: 2021 Look Back

                                                  As we start a new year in 2022, here's some of our top moments from 2021. Zoho Analytics in 2021
                                                • [Customer Talk] PREMO Group's Analyst Interview at Zoho Day 2022

                                                  Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution.  Hear more from Claudio Cabeza, Director at PREMO


                                                Manage your brands on social media



                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • Creator Subform to CRM Subform

                                                                                                    Hello all, Has anyone successfully written data from a Creator Subform into CRM subform? I have a Creator form that once submitted creates a new Location in the CRM. Inside a Location there is a subform for hours of operation. I collect those hours in
                                                                                                  • not able to accept the Invitation

                                                                                                    not able to accept the Invitation
                                                                                                  • Inventory Management for Manufacturer

                                                                                                    Hello, We are a manufacturing company in the FnB industry. We want to use the inventory management system to manage our raw material stocks and at the same time once we produce items, we need to increase our final product inventory while decreasing the
                                                                                                  • Another nightmare experience with a "Zoho Partner": Cloud Z Technologies

                                                                                                    I found "CloudZTech" on fiverr and I hired them to do a simple $300-$500 task. They did not deliver on time and I was forced to fire them. You guys must watch out for these fake ZOHO PARTNERS, 99% of them don't have the expertise necessary to help. I
                                                                                                  • Produce application url to be common for all the Creator application Stages

                                                                                                    I am trying to develop an application using the 3 environments steps like development, stage, production. I am trying to pass in a variable url like which redirects to a Report inside the application URL = "https://creatorapp.zoho.eu/insurancemarket/environment/development/all/#Report:Sign_Up_Form_Report"
                                                                                                  • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

                                                                                                    Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 
                                                                                                  • Bill quantity received / PO quantity

                                                                                                    PO's are raised & often the quantity received is greater than the PO quantity, so when we receive the bill & adjust the quantity on the bill we get.... Quantity recorded cannot be more than quantity ordered. This necessitates the adjustment of the PO
                                                                                                  • Inventory API - How do I add a payment to a bill using the API?

                                                                                                    I can update the "notes" field but I don't know how to add a payment to an existing bill. Is this possible? Does someone have a working example?
                                                                                                  • Why Doesn't TrueSync Desktop App Have an Auto-Update Feature?

                                                                                                    I have to manually update the app myself. I think it's a big shortcoming.
                                                                                                  • Link Zoho Inventory to Clover POS

                                                                                                    Is it possible to link zoho Inventory to Clover POS?
                                                                                                  • How can I start trial version without any example data?

                                                                                                    I am lazy to manually delete each data in every section. Is there any button to fresh start my account from zero?
                                                                                                  • Building a custom site

                                                                                                    do we have an option in Zoho to build custom sites like adding custom functionalities? want to make a site like https://trackscourier.com/jnt-tracking-ph/. Is it doable? Please assist.
                                                                                                  • Confirmation prompt before a custom button action is triggered

                                                                                                    Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
                                                                                                  • Selecting ZOHO Help Desk Plan for Startup

                                                                                                    Hello everyone, We at unisouk are setting up a Product support team for our platform. and probably we will be team of 3-5 people. Which plan would cater my needs to address customer technical queries and maintain the inflow of various channel queries
                                                                                                  • Where do we manage tags?

                                                                                                    Where is the page where we can view all tags and manage them (like change a tag name to something else or merge tickets under a particular tag with another)?
                                                                                                  • Possibilité de créer des boutons de raccourci dans les tickets Zoho Desk

                                                                                                    Bonjour, J'ai développé plusieurs automatisations avec Zoho Deluge pour optimiser la gestion des tickets. Je souhaiterais savoir s’il est possible de créer des boutons de raccourci directement accessibles dans l’interface des tickets afin de déclencher
                                                                                                  • Update to the Merge Tickets Functionality

                                                                                                    This is to inform you about a significant update to the Merge Tickets functionality in Zoho Desk.  Until now, while merging tickets, a user could set one ticket as the master ticket and choose the final value for any field from any of the secondary tickets too. As a result of this provision, many a time, crucial details related to the master ticket faced the risk of being excluded in the final, merged ticket. To overcome this challenge, we have decided to make the value of some critical fields unchangeable,
                                                                                                  • Setting up CRM for RFP workflow management

                                                                                                    This will be the first time our organization uses an off-the-shelf CRM, transitioning from our homegrown custom solution, and I would appreciate general thoughts on how to get started in general with our workflow using Zoho CRM. The main question: if
                                                                                                  • Integrating Calendly with Zoho Calendar in Zoho Mail

                                                                                                    I moved my office into a business incubator space that uses Calendly for meeting management and events. Calendly doesn't have a integration with Zoho Calendar and vice versa. I was directed to Zapier for integration but it doesn't have an integration
                                                                                                  • Unable to access Zoho Desk at all - has an extreme slow load and then just remains blank

                                                                                                    This is all I see:
                                                                                                  • Demande : Épingler automatiquement un commentaire via Deluge

                                                                                                    Bonjour, Je suis utilisateur de Zoho Desk et j'ai développé une fonction avec Zoho Deluge permettant d'ajouter automatiquement un type de commentaire à chaque création de ticket. Cependant, j'aimerais pouvoir épingler ces commentaires directement depuis
                                                                                                  • Unknown error occurred

                                                                                                    Hi, When we want to publish or edit a page in our website, we encounter with "Unknown error occurred" problem. I share a screenshot here. Our website is www.essoft.com. It happens every page. We want to solve this ASAP.
                                                                                                  • Using Creator API access tokens in deluge script

                                                                                                    I am working on generating download urls for files that are uploaded via a creator form. I want to include these urls in record templates so they can be easily accessed. The goal is to make downloading multiple attachments in a record as quick and easy
                                                                                                  • Option to Re-order from past orders

                                                                                                    Customers would like to place a repeat order with the business entity. Currently there is no option to support this and everytime the customer has to check out following the same process. Can a option be given to reorder from the past orders?
                                                                                                  • Display your zoho contact name when they call your mobile number

                                                                                                    As per the title If a contact calls the office number, the contacts name shows on mobile as long as I have their contact details registered in my crm. Is there a way that if the contact calls my mobile, their name can be displayed? Currently just their number shows when they call.
                                                                                                  • US to EU Data Migration done / Workflows and Custom Functions stopped working

                                                                                                    Hello, I need help to restore my workflow rules and custom functions to work. My data was transferred from the US to the EU (Data center migration). Now all Workflow Rules and Custom Functions not working. I have no idea how to restore them to work again.
                                                                                                  • Custom view for Milestones

                                                                                                    Hi, Just an idea for the future... would it be possible to create custom views for the Milestones view under Work Overview ? I usually need to look at this view filtered by project group but the filter doesn't remain when navigating away. A custom view
                                                                                                  • Getting error during inserting a record in form of zoho people using zoho api

                                                                                                    import requests import json # Set your access token and Zoho People API base URL access_token = '1000.XXXXXXXXXXXXXXX.XXXXXXXXXXXXXXXXXXXXX' api_base_url = 'https://people.zoho.in/people/api/' # Set the form name and data to be inserted form_link_name
                                                                                                  • Email an Invoice from API

                                                                                                    When calling the API to email an invoice, it seems it does not actually send it. Below is a screen shot where I used an API call for the bottom record, and it updated its' status to "Due Today", but no email was actually sent. The top record, I hit the
                                                                                                  • How to delete Email Sent From CRM from Contact Records

                                                                                                    I can't figure out how to delete email sent form CRM from contact records. Can you please advise? 
                                                                                                  • Is there a Kanban view of Tasks across all Projects?

                                                                                                    As the title indicates, I could use a Kanban view of my Tasks across my Projects. If it's there, I don't see it. If it isn't there, I'd like to submit this as a feature request. Thx.
                                                                                                  • CRM Deluge how can link attach file with workdrive file.

                                                                                                    Hi, We have create file at workdrive and would like to link to attachment at crm module by deluge. Right now can only upload it to attachment but can not link the file from workdrive. Thank you
                                                                                                  • Tropicalize Books

                                                                                                    Books is an incredibly powerful tool that works well in many countries. But I feel that it is a product that is not yet "tropicalized" for Brazil as we speak (this would be like adapting the local reality). We have many strong competitors who do more
                                                                                                  • Refund of a check distribution fee...

                                                                                                    I use cashiers checks, from my local credit union, to pay some bills very occasionally. They charge me a 5.00 fee for this service, but then refund me that same amount at the end of the month on my statement. How would I record this transaction in Zoho
                                                                                                  • Usuários do Zoho Recruit no Brasil

                                                                                                    Gostaríamos de interagir com outros usuários do Zoho Recruit. Acabamos de completar um ano de utilização. Quem mais usa? se usa outra qual é?
                                                                                                  • Zoho Creator Upcoming Updates - December 2024

                                                                                                    Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multi
                                                                                                  • Questions about To Do

                                                                                                    1. I created a To Do note on Android and there is a line sorting option in the options drop down menu. But I didn’t find such an option in the PC client. I really need this option. 2. Why is there no search in To Do on the PC client? 3. Why is there no
                                                                                                  • Introducing Offer Details Sync to Zoho People

                                                                                                    We've introduced a new option for the Zoho People integration that allows you to push offer details when a candidate is converted to an employee. This simplifies your recruitment-to-onboarding process by seamlessly syncing critical offer information,
                                                                                                  • Conversion of functions from Google Spreadsheets

                                                                                                    Hello! I use this formula "=QUERY(ResumoOrdemVencimento!A3:O38;"SELECT A,B,C,D,E,F,G,H,I,J,K,L,M,N,O WHERE C != '' ORDER BY C,G")" in Google Sheets but when importing my spreadsheet into Zoho Sheets the formula was not converted. The QUERY function brings data from another spreadsheet, and then I sort and apply conditional formatting. The order of data will change automatically as I update the source spreadsheet. What Zoho Sheets function is equivalent to QUERY? I have some other spreadsheets to
                                                                                                  • Copy, Duplicate, or Clone a Custom View?

                                                                                                    I searched the forums and didn't see anything on the subject. Is there a way to copy, duplicate or clone a custom view? I want a custom view similar to one I've already created. I just want the columns in different order.
                                                                                                  • Next Page