Currency column showing $ symbol
Hello, I'm importing data from Zoho Projects to Zoho Analytics and I was wondering why "Budget amount" column is set in dollars even if the "Currency" column = EUR: Is there a way to get the budget amount as "EUR" + nnnnnn? Thank youHow to use if_case with expressions other than equals
I'm trying to define a formula column that implements logic like this case statement would: case when numfld1 is null then null when numfld2 > 0 then 100*numfld2 when numfld2 < 0 then numfld2 else 0.0 end In formula columns, the docs say you need to useZoho Analytics pulling data from Zoho Sheets and Zoho Forms
It would be smart to have Analytics import data from Zoho Sheets or Forms.Exporting Presentations with Embedded Integrations
I am embedding Zoho Analytics charts and tables - how can I export the presentations so that the embedded images show ? At the moment it just shows broken images . *note* I do not need the exports to have the live data or links - just a snapshot of whatEmbedding Zoho Analytics - is the data always 'live' ?
When embedding "live" Zoho Analytics data into a template with the intention of creating a monthly presentation - how are the embedded filters saved ? When a filter is applied to a presentation from a template is it then fixed for sharing or will it alwaysReusable Variables
I’d like to know if there’s a way to store variables in Zoho Analytics that I can use in metrics or calculations. For example, I have a Currencies table that stores the value of different currencies over time. I’d like to use the value of the US dollarCalculating Project Margins and Revenue per Hour in Zoho Analytics Using Data from Zoho Projects and Zoho Expense
Hello, I would like to know if it's possible to use Zoho Analytics to calculate taxes and margins for the projects available in Zoho Projects, while also including the expenses recorded in Zoho Expense. I’m looking to build a dashboard that calculatesQuick Books to Zoho Analytics integration issue
We have observed that few transactions are not flowing from Quick Books to Zoho Analytics when we integrate. There is no specific pattern observed. For Ex: In an accrual transaction a row is created for both Credit & Debit but for either of one row theAliasing Tables in Reports
I'm trying to build a Query Table in Zoho Reports using my Zoho CRM data, and I'm running into this error: Whenever a table alias is defined, kindly use table alias name before the respective columns used in SELECT query I'm trying to create a query table that joins several aliases of the Contacts table to the Opportunities table. For example, an Opportunity has a Primary Contact, a Referral Source, a Primary Liaison, and an Agent. All four of these are represented in the Opportunities tableRestrict Access to Dashboard Tab to some users
Is there a way to restrict the access to a specific tab of my dashboard to some users? Say I have a dashboard of HR with 3 tabs, and I want to allow some users to have access to only 2 tabs. How could I do this? Thanks[Webinar] Why AI Must Stand on the Solid Foundation of Analytics & Business Intelligence
Are you prepared for the age of AI? Organizations that have a solid foundation in analytics and business intelligence will be in a better position to harness GenAI, agentic apps, and intelligent automation. Join Doug Henschen and Mike Ni, VPs and PrincipalCreate and save user-specific filter views with Zoho Sheet
The filters in Zoho Sheet have become even more collaboration-friendly. Previously, whenever you filtered any data, the filtered view will be updated for all the spreadsheet collaborators. This disturbed the data for others working on the same file. With this new update, you can apply data filters without altering the view for other collaborators in the file. Collaborate with user specific filters Let us say you are working on a sales report spreadsheet in real time with two remote colleagues. IfManual sync is disabled in Zoho Analytics
I've been using Zoho analytics for quite a while. Every time I am adding a new table to my big query data source in Zoho analytics I do several manual syncs until I get everything in place. In the last few days I can not do the manual sync anymore andETL processes employed by Zoho
hi, I am an Informatica ETl developer. I would like to know what are the ETL processes employed by Zoho ?ETL process employed by Zoho Reports
Hi, Can you please tell me what are the ETL processes and technologies employed by Zoho Reports ? Thank you.In Zoho Analytics picklist values are doubled because of translations
Hi, we have our CRM set in Italian by default, because of non Italian-speaking users we traslated all modules and fields in English, too. As a matter of fact, when I try and use picklist values as filters or dimensions in a chart in Zoho Analytics, theDynamic Images in KPI
In Zoho Analytics, how can we change images based on the applied filter? For example, I want to dynamically update the logo or any other image based on the selected filter. Whatever filter is applied, the corresponding image should be displayed. I recently[UI Update] Mandating New UI for all Zoho Analytics Users
Dear Users, We’re pleased to share that the new and improved Zoho Analytics 6.0 user interface has already been embraced by many users, delivering a faster, cleaner, and more efficient experience. For the Zoho Analytics users who are still using the oldZOHO CRM Lead_Status_History
Hi, ZOHO CRM Lead_Status_History table is showing only ID and Modified Date. I want the history of status change in CRM LeadWeek 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,New User Invite Changes Email Address
Hello, When inviting a new user, I noticed that after I keyed in the email address and sent the invite, that the invite had changed the email address. Is this because the address may have been an alias? This was a gmail based account with a company domain.Gantt Chart - Zoho Analytics
Are there any plans to add Gantt Charts capabilities to Zoho Analytics?Creating email schedules with custom filters for Pivot/Summary Reports in Zoho Analytics
Hi Zoho, I have a Weekly Inventory Report that I'd like to send out to various vendors. Is it possible to create an email schedule for each vendor with customized filtering at the scheduling level? Currently, we generate two pre-filtered reports (copiesControlling Lookup Paths
When building pivot tables, Zoho automatically selects 'lookup paths' for you based on which columns are configured. Sometimes, I want zoho to not use a look-up at all between two tables.... but that doesn't seem to be an option, as long as any relationshipsHow to setup compare with same period last cycle ?
I can easily setup in CRM, but I dont know how to set it up in analytics.Expanded Data Preparation and Modeling Capabilities in Zoho Analytics
Since launch, the integration of Zoho DataPrep within Zoho Analytics, has significantly enhanced the ETL (Extract-Transform-Load) capabilities. This integration allows users to connect, clean, transform, and enrich their data effortlessly—all from withinAccess to what Products are associated with which accounts
Is there a table that can be accessed to report on Products associated with accounts in the CRM?Pivot Sql Query
This query isn't working and I can't understand why. It comes up with the error message "Unknown table or alias 'Source1' used in select query." when it is clearly defined in Line 12. If I remove "Source1." from in front of the columns in the select listCustomer Segmentation using RFM Analysis
How well do you know your customers? Whether you operate in a B2B or B2C space, chances are that 80% of your business comes from just 20% of your customers (Pareto's Principle). According to a study by Forbes, acquiring new customers costs five timesUnknown JSON attribute(s) found in the parameter CONFIG - Error Code 8542 - Facing this while try to update a row in analytics
temp.put("NeedAlyz",NeedAlyz); finalBody = Map(); finalBody.put("columns",temp); //info open+" "+closed+" "+answered+" "+awaitCusRes+" "+wfl+" "+solution+" "+onhold+" "+high+" "+medium + " view id : "+vid+" contact id : "+conid; //info overDue+" conidInstant Sync of Zoho CRM Data?
With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there areZoho Projects Work Hours into Analytics
Since the most recent update, my Analytics reports that were comparing Zoho Projects Work Hours (estimate) against Timesheet Hours are gone. They were actually deleted. When I try to recreate them in Analytics there is no "Work Hours" field. WhereIt would be very helpful to be able to use variables in the formula columns
Currently, variables can be used only in aggregated formulas. It would be great to be able to use them in regular formulas as wellHow to filter by null values
Is there a way to filter a widget by null? I want to get a list of records that don't have a date filled in and can't seem to see how without going through a query. Is it possible to do it through the widget filters? Thanks.Edit Transformation
How do I edit the transformation of an existing data source? I am trying to Cluster/Merge a column of data. I can't find that option now that the data has been imported.Dynamic Date Filtering for KPI Widgets – Need Help with Query Table
Hello, I'm seeking help with setting up dynamic date filtering for my KPI widgets in Zoho Analytics. Below is an overview of my setup and the issues I'm facing: Why: I need my KPI widgets to update dynamically based on a date range selected via a dashboardShowing ALL missing data
Hi, When I create a chart, I noticed that even when enabling the "show missing values" option, if, let's say, the current time period will not show as "0" on the chart if there's no data (rows) in the table. For example, I have this data: Week 1: 0 rowsConnect to Zoho Reports via MS-SQL Server
Hi there, I have a premises MS-SQL Server and we are trying to get all tables/fields information about our current subscription we have and I wondering how can I connect from my local DB to your ZOHO DB to begin extracting information and combining with different datasets to generate an internal analytic dashboard. What would be the best approach? Or is there any way that I can download report on a weekly basis, if so. How can I generate it? Thanks for your helpColumns language changed
Hello, As you can see in attachment in Zoho analytics some colums of field have change from language to french and some are still in English. We have no idea why but we would like it to be in English all again. how can we do that please ? ThanksAsk Zia to update a number
Hi, Quick question....... Is it possible to use Ask Zia to update a number in a table, for instance if I have a field with $1M and would like that updated to $10M can I do that via Ask Zia? Thanks in advanceNext Page
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Are you prepared for the age of AI? Organizations that have a solid foundation in analytics and business intelligence will be in a better position to harness GenAI, agentic apps, and intelligent automation. Join Doug Henschen and Mike Ni, VPs and PrincipalCreate and save user-specific filter views with Zoho Sheet
The filters in Zoho Sheet have become even more collaboration-friendly. Previously, whenever you filtered any data, the filtered view will be updated for all the spreadsheet collaborators. This disturbed the data for others working on the same file. With this new update, you can apply data filters without altering the view for other collaborators in the file. Collaborate with user specific filters Let us say you are working on a sales report spreadsheet in real time with two remote colleagues. If[UI Update] Mandating New UI for all Zoho Analytics Users
Dear Users, We’re pleased to share that the new and improved Zoho Analytics 6.0 user interface has already been embraced by many users, delivering a faster, cleaner, and more efficient experience. For the Zoho Analytics users who are still using the oldExpanded Data Preparation and Modeling Capabilities in Zoho Analytics
Since launch, the integration of Zoho DataPrep within Zoho Analytics, has significantly enhanced the ETL (Extract-Transform-Load) capabilities. This integration allows users to connect, clean, transform, and enrich their data effortlessly—all from withinWhat's New in Zoho Analytics - March 2025
Hello Users, We're back with the latest set of enhancements and improvements aimed at improving your analytics experience. Common Query Table Expression (CTE) support in Query Tables We’ve added support for Common Table Expressions (CTE) in Query Tables,
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Calculating Project Margins and Revenue per Hour in Zoho Analytics Using Data from Zoho Projects and Zoho Expense
Hello, I would like to know if it's possible to use Zoho Analytics to calculate taxes and margins for the projects available in Zoho Projects, while also including the expenses recorded in Zoho Expense. I’m looking to build a dashboard that calculatesRestrict Access to Dashboard Tab to some users
Is there a way to restrict the access to a specific tab of my dashboard to some users? Say I have a dashboard of HR with 3 tabs, and I want to allow some users to have access to only 2 tabs. How could I do this? ThanksCustomer Segmentation using RFM Analysis
How well do you know your customers? Whether you operate in a B2B or B2C space, chances are that 80% of your business comes from just 20% of your customers (Pareto's Principle). According to a study by Forbes, acquiring new customers costs five timesManual sync is disabled in Zoho Analytics
I've been using Zoho analytics for quite a while. Every time I am adding a new table to my big query data source in Zoho analytics I do several manual syncs until I get everything in place. In the last few days I can not do the manual sync anymore andExporting Presentations with Embedded Integrations
I am embedding Zoho Analytics charts and tables - how can I export the presentations so that the embedded images show ? At the moment it just shows broken images . *note* I do not need the exports to have the live data or links - just a snapshot of what
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[Webinar] Why AI Must Stand on the Solid Foundation of Analytics & Business Intelligence
Are you prepared for the age of AI? Organizations that have a solid foundation in analytics and business intelligence will be in a better position to harness GenAI, agentic apps, and intelligent automation. Join Doug Henschen and Mike Ni, VPs and PrincipalCreate and save user-specific filter views with Zoho Sheet
The filters in Zoho Sheet have become even more collaboration-friendly. Previously, whenever you filtered any data, the filtered view will be updated for all the spreadsheet collaborators. This disturbed the data for others working on the same file. With this new update, you can apply data filters without altering the view for other collaborators in the file. Collaborate with user specific filters Let us say you are working on a sales report spreadsheet in real time with two remote colleagues. If[UI Update] Mandating New UI for all Zoho Analytics Users
Dear Users, We’re pleased to share that the new and improved Zoho Analytics 6.0 user interface has already been embraced by many users, delivering a faster, cleaner, and more efficient experience. For the Zoho Analytics users who are still using the oldCustomer Segmentation using RFM Analysis
How well do you know your customers? Whether you operate in a B2B or B2C space, chances are that 80% of your business comes from just 20% of your customers (Pareto's Principle). According to a study by Forbes, acquiring new customers costs five timesWhat's New in Zoho Analytics - March 2025
Hello Users, We're back with the latest set of enhancements and improvements aimed at improving your analytics experience. Common Query Table Expression (CTE) support in Query Tables We’ve added support for Common Table Expressions (CTE) in Query Tables,