Starting y axis at 0 on line graph
Hi, Is it possible to change the default start point of a y axis on a line graph to 0 and not the minimum detected value? I can see that you can manually define the start and end of the range but this means that if I manually define the start as 0 then I also have to continually update the upper range limit when the data is refreshed. Cheers, James
Waterfall Chart
Hello, I would like to create a waterfall chart on Zoho analytics which shows the movement in changes of budget throughout a few months, on a weekly basis. Should look something like the picture below. Does anyone know how to?
ZoHo Reports / ZoHo CRM Realtime Data
ZoHo CRM is always being updated with data required by a remote sales team, this data is real-time in ZoHo CRM. Whilst the dashboards in ZoHo CRM meet basic requirements, ZoHo Reports add that additional layer of information representation. It baffles me why ZoHo Reports doesn't have real-time integration with ZoHo CRM. This would be a huge advantage for our business and I'm sure others. I'm forever being asked by our sales team, "why is the data out of date?" in this dashboard. Is realtime reporting
Notes in integration with Zoho Analytics
Will the "Notes" field in CRM be available to upload into Zoho Reports so we can add notes as a feild in the reports?
Unable to filter by pipeline in Zoho Analytics
Hi there, I want to create a report that shows the expected revenue per pipeline but there is no option to do it in Analytics.
Extracting to file removes filters
Everytime i want to extract data board which i have filtered to send someone. The pdf automatically removes all filters. Please help
Grid lines for widget reshaping and placement
hi can you give grid lines in backround of in dashboard when we input widget line speedometer its size remains same for all speedometer grid line will help to keep all widgets in same size.
Comparator in Analytics
I would like to create a Comparator in Zoho Analytics, similar to that in Zoho CRM (see the attached screenshot). Any idea how I can go about doing that?
Role Management
I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-based
Fill Null Values in Query with previous dates value
I am trying to combine two tables so I can create a burndown report for marketing budget One Table is "Marketing Burn Down Budget - Daily 2023" which is just a table that contains each day of the year, and starts at $500k then drops incrementally each
Having Relative Date filter and Date Range filter in a dashboard
Is it possible to have both a Relative Date filter and Date Range filter in a dashboard? I have a Dashboard and by default all of my charts show yesterday's data, based on the default value of the Relative Date filter at the top of the page. I want to
Display value of latest date in chart
Hello I am making a chart that sums dated numeral values. like so the X axis is a string corresponding to tax year and not a full date. however each record is dated by a date field. each record also contains a Stock Value numeral field. I want to display
[Action Required] Requesting LinkedIn Ads integration users to re-authenticate your LinkedIn account in Zoho Analytics
Dear LinkedIn Ads integration users, This is an important update from Zoho Analytics. Due to some recent changes in the authentication process and policy in LinkedIn Ads - Zoho Analytics integration, we request users to re-authenticate their existing
[Upcoming Webinar] 5 HR strategies for managing dynamic career trends with analytics
Hi there! As we move further into 2023, we can look back on the roller coaster that was the past few years, where businesses saw the peak of success as well as crushing lows. As a result of massive global events, businesses are witnessing an ever-evolving
Hiding the base field graph for a formula from the report legend
We are creating some KPI reports from our Desk data and some of the fields on the Y-axis require formulas for them to be user friendly. For example the "Total Response Time in Business Hours" data is normally in milliseconds (ms) unit despite its name being "hours" and we need to use a formula on the Y-axis to transform this data into hours (hr) unit. When you utilize 2 fields where one of them is a calculated from the other one then Analytics doesn't allow you to hide the original data field from
Cannot drag and drop reports into dashboards
I have been building a new dashboard for awhile now. Today I went to add a new report to an existing dashboard and it just has a red x when I drag it over. I thought it might be report or dashboard specific. I then tried standard reports on the existing
Added a field in CRM, and not showing up in my database
Hello, I recently added an equation field to the Potential module of our CRM that I need for reporting. Unfortunately it does not show that column in the database. How do I get an added field to show up so that I can bring it into Reports? I don't see that option. Thanks. ***After some searching, found the answer. 5. Can I add custom columns or new fields? Yes, you can add custom columns or new fields. Follow the steps given below to synchronize your custom columns into the Advanced Analytics Add-on
Cannot locate specific field in Zoho CRM data table inside Zoho Analytics
On Zoho CRM there is a field called "Validated date" (see screenshot) when viewing a customer's account details, and I cannot seem to locate that field / column in Zoho Analytics when trying to build my report. Any idea where I can find this field or
Formula and blank fields bug?
I have a table with 3 columns. Sometimes 1 of the 3 columns can be blank. The third column is a formula column where I basically do "Sales - Costs" to get "Profit". But if the Sales or Costs column is blank on a ny row the Profit column stays blank. Where it should be: Sales | Costs | Profit ---------------------------- 100 | 50 | 50 100 | 0 | 100 Any solution to this behaviour?
New visualisations
Hi Do you have any plans to launch Sankey charts or Chord charts as part of analytics visualizations? Joe
Customer spotlight: Norman Australia saves substantial time and money using Zoho Analytics
Norman manages sales and marketing in Australia, and has about 500 retailers around the country. The company uses multiple apps like CRM, financing software (Xero), Aircall, and an in-house company app. Their main objective is to categorize sales data
Combination Line and Bar Chart?
This very basic report option still isn't available. A year ago, this was "one of the most requested feature by our customer." Will we ever see this new reporting option? https://help.zoho.com/portal/en/community/topic/additional-graph-options
Will I lose any queries, reports, etc if I re-authenticate in Zoho Analytics
I have a sync failure between Zoho People and Zoho Analytics. If I try to "Re-Authenticate" will I lose or corrupt any queries/reports that reference Zoho People?
ZOHO CRM Campaigns Module > Reports
Is it possible to get Zoho CRM campaigns data into reports the same way that other CRM data is imported? We'd like to do some analysis on our campaigns activity and it would be much easier to do it in reports. thanks Guy
How to compare data from 2 different modules that are child to a parent module?
I am trying to create a report using data from 3 modules: Account (parent module) and sales orders (child module) and distributor tracings (child module). I want to create a bar chart that shows by account owner (x-axis) how many items they have sold
Help with Multiple IF Statements with IFNULL and age_months functions included
This is not working, and I need help fixing it, please. if("Commission Type"='MRC',age_months(ifnull("MRC End Date",now()),"Closing Date"*-1,if("Commission Type"='Both',age_months(ifnull("MRC End Date",now()),"Closing Date","")))) Basically, if "Commission
Call Result from Calls Module
The " Call Result " from the calls module does not show up under the tables, everything else does, is there a way to recitfy this?
Contacts (Zoho CRM) table not showing up in Lookup menu from Accounts (Zoho CRM) Table
I am trying to create a lookup column using the Zoho CRM tables. In our CRM we have added a field to the Accounts module that is a Contact lookup field. That data is imported into the analytics table via the ID of the contact that was selected for the
Cannot Reorder Columns in Pivot View
Hi, I've created a Pivot View with a few columns, including formula columns that reference each other. Now I need to change the order of the columns (that is, I need to rearrange their order so that the first column on the left becomes the third column
Number of Days calculation between two dates
Hi, In Zoho analytics I want to make a custom function to calculate the number of days between the current day (today's date) and the created time date of a lead. Purpose is to track leads that haven't been converted in a long time in a pivot table. What
Replicate Zoho Books Customer Balance report into Analytics
Hello Zoho Team, I am trying to replicate Zoho Books' "Customer Balance" report into analytics using Query Tables. I have written queries to achieve the expected result but have not been able to replicate it fully. 3 queries I wrote contain: 1. Query
Sales plan vs realisation
Hi! I have 2 tables, one with sales plan per person per product per month and second one with realisation of sales. To keep it simple: Sales plan Month Seller ID Item ID Target Value Sales realisation Date Seller ID Item ID Target Value Is there any way
Incorrect Grand Summary
In the above picture I have a table of lead conversions sorted by lead source. The 'Total Cost of Leads' and 'Profit' columns are report formula columns. The data in the column is correct but the grand summary at the bottom is applying the formula to
Assign Color/Category to Data & Get Cumulative Count
Hello! I have a graph that shows a Lead Source, and I'd like to be able to color code these to show whether we consider the Lead "Warm" or "Cold". Is there a way to say "If Lead Source = X Y Z, show as blue" and "If Lead Source = X Y Z, show as orange",
Use data from analytics to create a form output
Hi On our analytics tables we collect data (narrative and other pieces of data). I would like to turn some of that data into an output that could populate a form-like document ie place specific fields in specific places on a dashboard-like output but
Percentage of working days
Hi Guys, I am trying to create a query that calculates the percentage of working days. So for instance in feb 2023 there are 20 working days (Monday to Friday) given the current date is 23 feb we have already had 17 working days including today. What
GA4 to Zoho Analytics
Hello Zoho Team, I'm trying to connect to GA4 (Google Analytics), but I'm seeing that Analytics in the data import list is Universal Analytics after connecting (UA). Could you please tell me how can I connect to GA4? Thank you in advance for your support.
How to work on separate files created on different dates
I have different set of tables updated on different dates Table 1 - Location 1, Work Done %, Date A - Location 2, Work Done %, Date A - Location 3, Work Done %, Date A - Location 4, Work Done %, Date A Table 2 - Location 1, Work Done %, Date B - Location
The Marine Lighting Market Detailed Analysis Of Current Industry Trends, Growth Forecast To 2026
Summary: According to the new market research report “Marine Lighting Market” is published by Whipsmartmi.com Keywords: marine lighting market, marine lighting industry, marine lighting report, marine industry, marine applications market, Compartment
Import from Zoho Books to Zoho Analytics
Hello, I am with an issue here. When I import Expenses module in Zoho books to Zoho Analytics, the problem here is that the transaction date does not show at the Zoho Analytics for this Item, how can I add this column at the importation process?
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