How to access department data for each project and job from Zoho People
Using Zoho Analytics how can I see the departments that belong to each job and project from Zoho People? I don't see the related fields in Zoho Analytics.Sync failure with Zoho Desk
I've noticed today that my Zoho Desk integration with Zoho Analytics is in failure, and when it fails when I try to manually sync. I've tried also to Edit the Setup with my admin account, but the following error message appears. My admin account is anOAuth 2.0 API Requests
Hi team I'm having an issue while trying to pull data from Survey Monkey Apply, through their OAuth2.0 API I have generated the OAuth2 credentials through Survey Monkey Apply which creates: Client ID: xxx Client Secret: xxx Refresh Token: xxx AccessHelp with a Query formula - latest date from unique values in another column
I have a query table I am developing to show only unique value (Project Name) and most recent date (Last Modified) and total all of the time entries from all the values (Hours) in a report from the query, but I do not know how to do this. The data tablePremium User - Unable to use Advanced Slideshow
I am a premium user, and am trying to use the "Advanced Slideshow" option in Zoho Analytics. Unfortunately I am getting a prompt saying I need to uprgrade my plan to premium... except my plan already is premium. How can you fix this? ThanksCentering a table in a dashboard / Responsive Tables
I have a pivot table spanning roughly 2/3 of a dashboard page (left to right) with a widget next to it on the right. Depending on screen size, my pivot table may have scroll bars (smaller screens) or half of the area for the pivot table may be emptyMethod to merge Workspaces?
Is there a method to merge two workspaces? Or perhaps to copy a workspace into another workspace? I have two workspaces with somewhat similar data, and now I would like to build querys/reports using the query tables and data sources from both workspacesIntegration of Status Timeline from Zoho Projects to Zoho Analytics
In Zoho Projects, we have a way to find out the status timeline of each tasks in a specific project. Currently, we don't have a way to pull that information up in bulk, like being able to consolidate the status timeline of all tasks in one report. ButAssociated Blueprint Names of Zoho Projects Tasks
Hi, We developed some Zoho Projects reports in Analytics. We want to add the Associated Blueprint names of the tasks as a report column. We couldn't find this information in Tasks table. How can we read this information? Thanks.Incorrect Time in Reports
In the column I've set the column to current date. My time zone is EST, yet for some reason, if I edit a field, it's already so far ahead that it labels the cell as tomorrow (10/4 -- it's 10PM here 10/3)Schedule a report at the end of the month
Hi I would like to schedule a report to be sent at the end of each month. If I set this to be sent on the 31st of each month what would happen for months that only have 30 days? Would this send on day 30 instead? DanPicklist History in Reports or Zoho Analytics
Hi there, I am trying to track our Lead-Funnel Stages with a Picklist. While I see the history through the stages I cannot find a way to access the history in reports or Zoho Analytics. is there a way to do this? Thanks, HannesTip of the Week - Split Columns in Zoho Analytics Table
Want to split a column containing distinct values into multiple columns in your Zoho Analytics table? The below video demonstrates how you can split columns in a Zoho Analytics table.CRM/Reports Multi-select Lookup Fields
Hello, Is it possible that multi-select lookup fields (recently added to Zoho CRM) will become available within Zoho Reports? I have looked at adding them through Data Sources - Zoho CRM, but they do not show up under the modules in setup. This feature would be highly beneficial, as I need to create reports based on these fields and must currently export to a third service rather than doing all reporting within Zoho. Thanks! KaylaReport to see the sales cycle as a timeline
Hello, I am quite new to Zoho, we have a subscription, and I am curious if it is possible in Analytics to create a report in which I can see the time for each department or user between the moment the lead was created and the moment the lead was convertedPresent Deal Stage Duration report as table, but retain the actual stage order, not alphabetic.
Is there a way to change the default "Stage Duration" report to present as a table, but use the correct underlying Stage order?Need help getting my data out of Analytics into Mailchimp
OK so I have spent many many hours trying to crack this and just can't seem to resolve it - anyone able to offer me a solution? Will reward you with loving thoughts and, if you're close enough, beer. I make various sales on my website using a third partyClient birthday report
I list my client's birthdays in the database and want to send them a birthday card on the appropriate date. In creating a report and haven't been able to find a way to filter the birthdates down to month only and over a span of years to that I get all clients whose birthday is in January, for example. Any solution? Thank you. RandyCustom Date Range in Dashboard Widgets
When creating a widget, I can "group by" week, month, year, etc., but I can't figure out how to group by "the last X days". This can be done with a chart and pivot table. I can even set the timeline filter with a customer date range. Here is my use caseLinking to a tab
Greetings, I hope find all good and safe! I have a dashboard with a few tabs. I would like to make a tab called 'Home' and set links to other tabs. How can I do this?Can Zoho CRM Emails be used in Zoho Analytics in any capacity?
We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than justHow to add queries as Child Nodes in Model Diagram?
I have a lot of Queries related among them, but when I try to see the Model Diagram or the Dependency Details of a Query, none of its Child Queries is displayed. As an example the images below show the Dependency Details and Model Diagram of a Query IData Sync
Hi, is there any scope for live data synchronization with CRM and Analytics, especially as TV channels for motivator is unable to provide charts, dashboards within Analytics seems the obvious solution?Data Comparison in Widget
Hi Team, I would like to display data with the comparison of the previous date range according to a user-selected. Examples: Week - 36 (user selected) vs Week - 35 (auto detected) 6th September - 12th September (user selected) vs 30thUsing user filter with tabular view
hi, I would like to know if it is possible to add a filter specifically for the table view , I mean not in the users filter field but next to the search bar? thanks .How to use absweek and absmonth to get previous week/month
I've got some case statements in my analytics query that I want to return something different based on a date being last week or last month. I can do this week or this month using absweek() and absmonth(). if i do these -1 though it just removes a dayinvalid url while create "grand Code" to make access token
Hi Team , I was trying to genarate the Code by using php with this https://www.zoho.com/analytics/api/?php#generating-grant-token and I have choosen REDIRECT METHOD In this I got below url to genarete CODE https://accounts.zoho.com/oauth/v2/auth?scope=<SCOPE>&client_id=<CLIENT_ID>&state=testing&response_type=code&redirect_uri=<REDIRECT_URI>&access_type=offline&prompt=consentCustom Predefined Date Range Filter?
I need to hardcode pre-defined date ranges in a dashboard. I want my user to be able to select "Year 1" or "Year 2". However, Year 1 is not a January - December calendar year, it begins on March 16. I must be missing something, because I do not seeAbility to split a field into ROWS based on a delimiter
Hi folks. I have a spreadsheet from a client that has several (about 10!) different fields containing multiple values separated by commas. Each field represents a multiple-choice field option is a survey. For example: Field Name: "Priority Tech Investment" Row 1 Value: "Cybersecurity, Hybrid Cloud, Digital Transformation, Skills" Row 2 Value: "Cybersecurity, Governance" In the above case, I would like to split the table by the delimiters into 6 rows: Field Name: "Priority Tech Investment" RowWrong ticket owner name imported form Desk to Analytics
I've just noticed that if a ticket used to have an agent as its owner, but now it's unassigned, as shown in that image below of a ticket with this description. But when the data is imported to Zoho Analytics, the ticket owner remains the last one beforehow many maximum we can create data source in zoho analytics
How many data we can add "data source" (google sheet) in zoho analytics, example : i want create every outlet and division have own spreadsheet , so every spreadsheet must have 1 data source setting in zoho analyticsCollapse groups in a summary view?
How do you collapse group rows in a summary view? Or to collapse a section in a pivot view? Is there anything like a tree control? This would seem like basic functionality for display of grouped data. For example, suppose I have a pivot view with a summary[Webinar] How a Modern BI & Analytics platform is the key to insights-driven business
Hi there, To become market leaders, organizations need to make sense of their data. An insights-driven business model helps companies make better decisions underpinned by data. In this webinar Senior Evangelist Chandrashekar LSP and a guest speaker, ForresterFormula of Aggregated values from Different Tables
Hi, Lets say i have these 2 tables, Revenue and Expenses. I have created an aggregated formula to sum the Total Revenue which is attached to table Revenue, and Total Expenses which is attached to table Expenses Now i want to create a KPI Widget on myReports on yesterday's numbers
Hi! I'm building a dashboard for a client, previous day's data is loaded once a day, during the night. Now, this means they never have today's data. I need to do a comparisons between cumulated previous month and current month but when I do that it takesIs there a way to access the ticket page from Zoho Analytics?
My Zoho Desk and Zoho Analytics are integrated, so I can analyse all my tickets data with the Zoho Analytics, but one feature I miss is a way to link the ticket data, as its ID or Subject, for example, with the ticket page inside Zoho Desk. This wouldsubquery not working
Hi! I'm trying to make a subquery and the system will not let me, I've tried several ways with no result, Annex consultation to see if I can help SELECT DISTINCT "A"."Semanas", (SELECT SUM(CASE WHEN "Código"='SI' THEN "Saldo inicial del banco" ELSE 0 END ) FROM "Juan sql" WHERE "Semana anterior"= "A"."Semana anterior") AS "Saldo inicial del banco", "A"."Semana anterior" FROM "Juan sql" as 'A' GROUP BY "A"."Semanas","A"."Semana anterior" tells me that does not identify the alias thanks....Importing newly added tables
DataBridge was installed on the cloud postgres server and is syncing well on schedule. however, we added more tables on the source DB and I cannot find a way to include these to the sync. The databridge is missing from seting-> Manage databridges DataZoho Analytics data upload through databridge
Hi, i'm new to Zoho Analytics and evaluating the free-trial. I want to visualise data from my local Postgres database. I installed the databridge and uploaded 10 tables that i wanted to visualise. The entire data sync took a lot of time and additionally,Spread a Number (Hours) Evenly Across multiple days (Start and End Date)
We have hundreds of active jobs at any given time, all with different budgeted hours, across dozens of processes, and all with varying process start and end dates. Below is a table with just a few lines containing our active jobs by job number. What INext Page
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[Webinar] How a Modern BI & Analytics platform is the key to insights-driven business
Hi there, To become market leaders, organizations need to make sense of their data. An insights-driven business model helps companies make better decisions underpinned by data. In this webinar Senior Evangelist Chandrashekar LSP and a guest speaker, ForresterZoho Reports - New features rolled out on Nov. 12, 2013
Support to Control the underlying data visibility Till now, when you provide the permission to view the underlying data of a report your users will be able to see all the columns of the underlying table on which the report has been created. Now Zoho Reports allows you to select the columns that has to be listed in the underlying data. By default, columns used in the reports alone will be included in underlying data. You can select or unselect required columns. With this you will be able to setFinal Notice - Deprecating Authtokens in Zoho Analytics
In our commitment to continuous improvement, we've been working on to upgrade Zoho's authentication method from authtokens to a more secure OAuth. We have been communicating about this important migration process in the recent post. This is the final[Webinar] 5 Growth Drivers a Modern Analytics Platform Delivers
Hi there, With a massive explosion of data across sources, businesses have embraced analytics to extract meaningful insights out of their data. While many organizations have adapted to modern BI platforms, some are still in their very early stages ofYou can now choose to login via the On-Premise application in the Zoho Analytics mobile app!
Hello Everyone, In the latest version (v3.5.0) of the Zoho Analytics iOS & Android mobile app, we now support both the Cloud and On-Premise applications. You can select either to login to the Cloud application (using the 'Sign in/ Sign in with Apple'
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Sync failure with Zoho Desk
I've noticed today that my Zoho Desk integration with Zoho Analytics is in failure, and when it fails when I try to manually sync. I've tried also to Edit the Setup with my admin account, but the following error message appears. My admin account is anLinking to a tab
Greetings, I hope find all good and safe! I have a dashboard with a few tabs. I would like to make a tab called 'Home' and set links to other tabs. How can I do this?Spread a Number (Hours) Evenly Across multiple days (Start and End Date)
We have hundreds of active jobs at any given time, all with different budgeted hours, across dozens of processes, and all with varying process start and end dates. Below is a table with just a few lines containing our active jobs by job number. What IIs there a way to access the ticket page from Zoho Analytics?
My Zoho Desk and Zoho Analytics are integrated, so I can analyse all my tickets data with the Zoho Analytics, but one feature I miss is a way to link the ticket data, as its ID or Subject, for example, with the ticket page inside Zoho Desk. This wouldWrong ticket owner name imported form Desk to Analytics
I've just noticed that if a ticket used to have an agent as its owner, but now it's unassigned, as shown in that image below of a ticket with this description. But when the data is imported to Zoho Analytics, the ticket owner remains the last one before
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Announcing Zoho Analytics 5.0 -- A Modern Self-service BI & Analytics Platform
We are extremely delighted to unveil Zoho Analytics 5.0 - A Modern Self-service BI and Analytics platform to the public. Experience analytics like never before with the following new capabilities and enhancements: Comprehensive AI-Powered Data PreparationAsk the Experts #18: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We are excited to host the next online community event - Ask the Experts #18 on 24 March 2021 between 05:30 AM - 10:30 AM PDT. If you've had any questions about the Zoho Analytics features or prefer to learn more, join the discussion withFree Webinar: 5 Must have inventory reports for online sellers | Zoho Analytics & Zoho Inventory
Hello All, Selling goods online? These 5 inventory reports will help you make better informed decisions. Join us on this free webinar hosted by Zoho Analytics and Inventory domain experts to learn more. Register now! Friday, December 13th: 9am PSTZoho Reports to be renamed and launched as Zoho Analytics 4.0
We made the Zoho Reports 4.0 Beta announcement a few months back. As we worked on new features in 4.0, we realized we are moving away from just Reporting, and getting more and more into the Analytics realm. And that's the reason why we have decided to rename Zoho Reports as Zoho Analytics. This post is just to give you a heads up on the Zoho Analytics 4.0 launch in mid November 2018. As present users of Zoho Reports, be assured that the new product will continue to work the same as the current one.Zoho Reports Release 4.0 Beta
We are delighted to announce the new Zoho Reports Release 4.0 Beta. Your favorite Zoho Reports now comes with a fresh new-look and exciting features. The new Zoho Reports 4.0 includes the following features: Dashboards in Single Click The UI has been completely revamped focusing on easy navigation. Now you can access any dashboard in a single click using the Preview Cards. Easy Navigation The main navigational elements are made bolder and bigger now. The analytics elements are organized into three
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