Data imported into CRM is not synced to Analytics
I set up the integration between Zoho Analytics and Zoho CRM, and imported data into Zoho CRM using CSV. However, the data imported using CSV is not synced to Analytics. Delete the data source and set up the integration again to synchronize. Is there
Saving Chart Titles in Zoho Analytics
I have files that I upload into a workspace that already has the charts, filters, and dashboards with the same file headers. After I create similar charts and table option, I go to the charts already in the dashboard and change the title name and it doesn,t
How to calculate Time Spent per Agent?
Hello community!! Any tips on how to have a column calculated with the total time spent by the agent? The time spent is added to the Ticket/Activity Time Entries. I was unable to create a column that would allow me to add up the hours spent and display
Urgent / Converted from Lead remove form potencials? / Synchronization stops
Hi Team I need support ASAP, I've just recived an email with the following message: Zoho CRM data synchronization with Zoho Analytics has stopped on 20 Sep 2023 10:49:12 AM GMT due to some columns being deleted in Zoho CRM which will be deleted in the
Aggregate formula
Aggregate formulas can be used to efficiently summarize and visualize vast datasets, enhance query performance, ensure data quality, simplify complex calculations, and facilitate historical analysis for better decision-making across our organization.
Sharing graphs and data tables between workspaces
I'm wondering if there is a way to share graphs and data tables between various workspaces? For instance, if I wanted to add a graph to several workspaces, is this possible or do I need to recreate the graph in each individual workspace?
Sync with Zoho CRM Not Working
For over 5 hours now the sync with Zoho CRM has not been work - it just remains stuck in 'Sync in Progress'. There is no way to stop or restart the sync. Have verified this is an issue in multiple accounts. Reported the problem hours ago but no response
Alert Message problem on Reports
I see this message when I try to: Filter with the range or dropdown items Enter a value in the search query Try to press reset button on the right Is zoho analytics facing any problems at the moment?
Tables as options in Pivot Table not showing lookup queries
I creates 3 query tables (Sales, Items, Customers) and setup lookup fields as follows Sales.CustCode > Customers.Custcode Sales.ItemCode > Items.ItemCode The model diagram below demonstrates the relationships I amm trying to create a pivot table from
Integration between Outlook and Zoho Analytics to analyze the number of e-mails sent/received
Hi, Is it possible to integrate Outlook and Zoho Analytics? I want to analyze the number of e-mails sent to and received from leads and clients. So it is not about the content of the e-mails, but only the number of e-mails per lead or client
Synchronize number of e-mails sent to a lead within CRM
Hi, We've set up the IMAP configuration within Zoho CRM to make e-mails sent to leads accessible for other colleagues. However, we want to measure how many e-mails are sent to each lead and create a dashboard in Zoho Analytics. Is it possible to synchronize
Z Books Inventory Balance
I am trying to prepare a list of the stock on hand for each item and looking for the table in Books that contains this information
New Features rolled out on Sept 15, 2023
Advanced Analytics for Mixpanel We're happy to introduce the Advanced Analytics connector for Mixpanel. It enables you to import data from all your events in Mixpanel and create reports to visualize trends. It'll help you get deep insights into your user
Forecasting
Zoho Analytics enables you to effectively predict your future data trends, using its forecasting feature. Forecasting in Zoho Analytics is based on powerful forecasting algorithms which analyze your past data deeply and come up with the best forecast
Zoho Analytics: Email schedule - dynamic filename
Hello, we have to send reports to our customers every day. The file names must therefore be dynamically structured (name including date) so that they can be easily saved, otherwise the customer has to rename them - not acceptable. Is there a solution
Gantt Chart - Zoho Analytics
Are there any plans to add Gantt Charts capabilities to Zoho Analytics?
Zoho Sheets: Can I Preset Formulas?
Hi, I'm looking for the best way to export Zoho Analytics Reporting. There is additional calculations that we want to make once the report is in Sheets/Excel. What we are wondering is if there's a way to preset formulas so that once a report is exported
Instant 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 are
Attributing revenue to Zoho Campaigns through Zoho Analytics
Hi, I've just recently setup Zoho Analytics for our account and have made a dashboard which includes Zoho Campaigns, Zoho SalesIQ and BigCommerce (Our Ecommerce Website). Trying to setup a report that details our revenue per campaign. (Linking BigCommerce
Google Analytics GA4 - Historical Data?
I am trying to build reports after integration with GA4. The setup seemed simple enough, but event tracking is only going back a couple days per property (30-40 rows each). Has anyone else encountered this, and if so how did you get older data? We've
How To Give Access for Zoho Analytics
We are using Zoho Analytics for Prestige Park Grove to monitor our client's activity But We Need to Share the Access With Our Crew Members and maximize how many people can have access to that Please Help Us to resolve with this issue
Hyperlinks in tables and summary views
I would like to have columns in my tables that link to a specified url but display custom text instead of the link itself. For example, in Excel, Google Docs and even Zoho Sheets there is a formula to display text with a hyperlink: https://sheet.zoho.com/functions#HYPERLINK e.g. HYPERLINK(linkaddress; celltext) Is there a workaround for this without having to create two columns for both the text field and the url? Is there any way to make this available for Zoho Reports? This would be great to have
Zoho Analytics Dashboard Inconsistent Sizing
Hi there, When building a dashboard, the size and spacing of graphs, widgets and text does not change relative to the screen it is being viewed on. Attached are some examples. They are the same dashboard, but look different depending on the size of the
Double quotes in the header of the query table
Hello. I have created a query table in analytics and exported it as a csv file. Then the header row values are converted to double quoted values and output. English values are not enclosed in double quotes, but Japanese values are enclosed in double quotes.
Limit Forecast Values Below Certain Value
Hi, Just wondering if there is a way to limit the forecasted values from going above a certain value. What we are measuring should never go above 100%. Can I set it so that anything predicted that is over 100% just defaults to 100%? Thank you!
Data 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 from url not working
I have this Url that is from freshservice that is basically a CSV file that gets updated periodically. when I try to add it is says that is not accessible. Any other way to accomplish this or idea why this does not work? https://corefone.freshservic
Ask Zia
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Filtering email PDF Dashboard layout
I have created one dashboard for ZOHO DESK tickets that we handle for different companies. I have also scheduled emails that send the managers the dashboard layout via PDF and a URL that uses a variable COMPANY to filter the dashboard data and show only
How refresh the dashboard everyday
How to display data properly each day on zoho analytics across multiple graphs please tell me how to do
Filter group
Good afternoon, I would like to know if it is possible to create groups of filters. For example, offering users an "English traffic" dashboard filter, corresponding to the addition of several unique filters from several fields or even do tables
Month-on-month Growth Chart
I want to create a month-on-month growth chart but I'm not sure how to go about it. For example: Jan 2023: 100 customers Feb 2023: 200 customers (100 signed up) Mar 2023: 220 customers (20 signed up) Apr 2023: 210 customers (10 cancelled) May 2023: 280
Get Zoho Analytics Data from the Table by Analytics API
Hello If you are looking for a solution to get the data of Zoho Analytics Data by the API, Please have a look below email = Zoho Analytics Owner Email workspaceName = Zoho Analytics Work Space Name viewName = Table / Report Name Scope will be use:- ZohoAnalytics.data/
emailed as inline message cuts off table
Hello, I am facing a problem, please help 【emailed as inline message cuts off table】 please see following screen shot from the eamil recipient
Row usage on Zoho Analytics
Dear community, I've found out that my Zoho Analytics is not syncing due the limit of rows present on my plan. I've checked and found out the following: But I have no idea which tables of mine are using such a great quantity of rows. Is there an easy
Google Analytics 4 (GA4) data is duplicating in the imported tables of Zoho Analytics after each import
I am importing Google Analytics 4 (GA) data into Zoho Analytics and Scheduled it for daily import. But the data in each tables are duplicated after each import from GA4. How to solve this issue of duplication of data after each import. Thanks and Regards,
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
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Dashboard emailed as inline message cuts off table
Hi I have a dashboard that consists out of a pivot and a few charts. When I email this view the pivot gets cut off and only the charts are visible. If I remove the charts from the dashboard the pivot is sent out complete. Thanks in advance!
Zoho Analytics to Zoho Sheets - automatic update?
Hi all, If I create a zoho sheet from an Analytics Report or Analytics Data, is there a way for the zoho sheet to automatically update as the Report / Data in analytics updates?
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