Dashboard KPI widget: quarter versus same quarter last year.
Hi, I would like to set up KPI Widgets that track sales quarter v quarter. So I would need one widget that tracks the current quarter versus the same quarter last year. Then I would also need Q1 sales for this year versus q1 the previous year. (Then
Replace Lookup fields ID value with their actual name and adding inormation from subforms
Hi everyone, I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below. To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving
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?
HELP please. I need a widget that is NOT dependant upon the Timeline filter
Hi Team, I want to have a widget that does NOT refresh based upon the timeline filter. I need a widget that shows the count for something for this current month. I don't want it to change if the user changes the timeline filter to look at other information.
New Features rolled out on May 12, 2022
Enhancements for Business Application Connectors Business Application Connectors in Zoho Analytics are enhanced with the following options. Advanced Analytics connector for Zoho Forms We are happy to announce that Advanced Analytics for Zoho Forms is
%Percentage
I don't know how to divide and have total in percentage, as I explain in the following image. https://www.screencast.com/t/oNZTctOG If someone have an idea, I will appreciate.
warehouse level inventory valuation
Currently i have multiple warehouses in an organisation. When i select inventory valuation, i can view organisation level valuation. But i would like to filter it down to warehouse level inventory valuation. I was informed that i can create custom reports
Compliance - ITAR
I was just reviewing your compliances, and noticed you do not have ITAR certification. Is this a certification you plan to get, if so what's the timeline? We currently use ZOHO for analytics, but some of your apps we cannot use due to your lack of ITAR
New Features rolled out on April 13, 2016
Use 'Look-up' Fields in Formula columns Zoho Reports now supports 'Look-up ' fields in formula columns. Previously, it was not possible to use formulas on a lookup field. You can refer to the Defining lookup section in this help documentation to learn about creating a lookup. Note This functionality will be applicable only if the lookup column has been created with the delete criteria set as No Action on this (child) table . You can use the lookup field to create both custom and aggregate
Dashboard - Report scroll bar
Dear Zoho Staff, Would it be possible to scroll chart report horizontally. Other BI Tool also have this feature and I expect Zoho Analytic would have too. But I cannot find a way to achieve. Best Regards, Karanig Nititham
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?
Change Default Currency in Zoho Reports
Is it possible to default all currency fields in my Reports and Tables to my local currency without having to reformat them every time?
Splitting delimited values into multiple rows
Hello, I'll try to briefly explain the problem I am facing in Zoho Analytics. So, I created several forms in Zoho Forms, integrated it with Zoho CRM and then created a module in Zoho Analytics to receive the filled data. Let's say I have three columns
ZOHO Reports - Filter Logic?
Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. Mark
Query in Analytics for tracking Physical Available For Sale from Books
Need: a query in Analytics on which we can build reports related to Physical Stock from Books items. In Books, each item has an Accounting Stock and a Physical Stock. In the settings you can toggle the 'Mode of Stock tracking' option and we have selected
Remove HTML Tag from a column
Hi all, I'm looking for a solution to remove html tags from a column. Example: <div>Test Worklog<br /></div> Expected Output: Test Worklog Many thanks for your help in advance. Regards Anish
[Product Update] Change in Zoho Analytics Business Apps Integration Data Sync Notification Settings
Dear Customers, In our continuous effort to improve the Zoho Analytics product with new features and enhancements, we are making some updates to the business apps integration data sync notification settings. Currently, the Zoho Analytics account admin
Responsive charts on imbedded website
Has anyone figured out the trick to having the reports/charts responsive when embedding? I'm using bootstrap as a framework but when changing the browser size on a desktop or mobile, the chart sometimes runs off of the screen depending on the browser/desktop
Aggregate Formula Using SumIF(Column A) When Column B Contains 'ABC'
I have a text column A with different values and a column B with numeric values. I would like to sum column B for all the different text values in column A (i.e. column A = 'ABC', sum(column B)) How do I create an aggregate formula for this? I've tried
Query Assistance
Hi, Wonder if I could get a bit of help, I want to create a new column within a query table and am going round in circles, I want a new column to be that of "Acquisition Type" and if a Lead Source is Facebook it goes down as Social, if Adwords its PPC.
Can't Delete Imported Tables
I have some old imported tables from "Survey Monkey" - I no longer am using Survey Monkey and would like to delete these tables, but am getting an error forbidding me from doing so The error is: is a system table and cannot be deleted How do I get around
Roll-up Dashboard
Hi Brainstrust, I have several (about 10) workspaces that are used for different Regions. Each region has it's own discrete data, although the data tables are the same structure in each of the workspaces. Each region makes bookings, and has costs associated
Filtering the date as in write query
Hi Zoho Team, iam experiencing to cannot resolve how to filtering the date as in Query as below e.g date filter in query "2022-02-01 between Date_Arrive and Date_Depart OR 2022-02-05 between Date_Arrive and Date_Depart" in this filtering we can have
Query to bring back last business day
Hi all, Wondering if anyone has written one, or can point me in the right direction, or an Analytics query to return rows of the last business day? I currently have the following (which may be wrong..) SELECT "Time Entry (Zoho Desk)"."Request" AS 'Ticket
I do not want "-No Value-" to appear in the pivot report.
I do not want "-No Value-" to appear in the pivot report. Can this behavior be suppressed? Please help.
Funnel Chart Percentage Decimal Point
Hi, I am trying to round up to the nearest percentage on a funnel report, but whatever I do it isnt playing ball, any ideas?
Integration between Analytics and Marketing Automation
Dear Team, I would like to create dashboards email marketing performance of Marketing Automation in Zoho Analytics but I cannot find the connection. Is it possible to integrate those 2 apps? Please advise me. Many thanks in advance. Regards!
Sum - Running Total
I am having trouble creating a nice "Running Total" graph in Zoho Analytics. The problem is the source data doesn't necessarily have an entry for each month. The code below is how I create a Query Table which I use for the Graph. But for example they
highlight current period in bar chart
I have a bar chart the shows the current value of bookings/appointments for past and future weeks along the horizontal axis. There are roughly 40 weeks shown on the chart with the current week somewhere in the middle. Is it possible to highlight or change
New Features rolled out on April 13, 2022
Enhancement in White Label Solution White Label users can now do the domain mapping and domain verification from Zoho Analytics' user interface itself. This allows them to configure the White Label Solution in a secured and user-friendly manner. Click
Calculate Average based of date filter
Hello, We want to calculate the average of rows that appear when a date filter is applied in a dashboard. Is there any way to achieve this? Thanks,
Displaying total seconds as HH:MM:SS in widgets
Hello, I have a table that contains all of our call data including call length in seconds. I've used the sec_to_time function to convert the seconds to HH:MM:SS format within the table but I would like to be able to aggregate call length and display in
Showing total number of records on a stacked bar graph
Zoho Desk always displays the total number of records in the title of its stacked bar graphs. Is something similar also possible to achieve in Analytics?
Sharepoint Excel synchronization with Zoho Analytics
Hello, Is there any possibility to synchronize an Excel File on Sharepoint via Zoho Analytics? OneDrive is user-dependent and therefore problematic. Best,
Google Ads - Zoho Analytics Integration API Update
Dear Customers, As Google suggested to upgrade the AdWords service API to the latest Ads API, on 22 April 2022, we have upgraded the APIs used in the Google Ads integration framework in Zoho Analytics. Google's Official Notice: https://ads-developers.googleblog.com/2021/04/upgrade-to-google-ads-api-from-adwords.html
Spilt Axis for stacked column and line graph
Each month around this time I prepare a business review deck. One of the biggest annoyances I have with Zoho, also happens to be something that most other platforms have provided for a long time now, and that is being able to create a chart with stacked
How to split the y axis on a combo graph?
I have a stacked combo graph where the 2 bar graph items are sums and the line is a percentage (count % of total). The line is showing really low, because it's comparing the percentage to the count. Is this currently possible? According to the post in this topic it is: https://help.zoho.com/portal/en/community/topic/split-axis-combo-chart
Merge Pivot Table Columns to count as one column
I am new to using Zoho Analytics and I am trying to run some simple pivot tables. Basically I need to know how I can merge columns together so I can count them as one. We use Deal stages to track a record progress. Some deal stages need to be rolled
StatusIQ
Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten
Sending emails to the share group using Apply filter Criteria
I am looking forward to sending emails to multiple users using Apply corresponding share filter criteria. Whenever I add a new member or a group in the 'To' column, the following error pops up - "Apply filter Criteria is not available when email reports to Share Group.". I would like to know the options available for sending emails to multiple users using Apply corresponding share filter criteria. I have attached the screenshot of the error message for your reference. Thank you.
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