report formula column can't show the total of value
Hallo Guys, I try to make two formula with name kriteria and total supreme with if function the function has running well but it's run with problem, the problem is function column can't shown total value, any one can help me ?Do ZoHo Query Tables support GROUP BY GROUPING SETS?
I am attempting to use the following: GROUP BY GROUPING SETS ( ("Salesperson", DATE_FORMAT("date created", '%Y-%m')), -- Individual month-level data ("Salesperson") -- Rollup for all months ); I have been unable to find a list of supported SQL commands.Create a Variance Column with comparison from 2 other columns in pivot table report
How to create a Variance Column with comparison from 2 other columns in pivot table report? So for example, would like to create Column # 1 with Current mth data and Column # 2 with Previous mth data with difference between these columns shown in ColumnTransacciones de bancos de Zoho Books
Buen día, Espero alguien me pueda ayudar en lo siguiente, estoy intentando sacar un reporte de las transacciones categorizadas de bancos de Zoho Books: La cuestión es que no encuentro como identificar estas transacciones en las tablas de Zoho Analytics,Get SUM of Amount based by remove the duplicate id
From the below table I want to sum collection amount based on the unique Opportunity-ID. If there are two duplicate opp ids I need to consider one row to count the sum. Note I cannot remove the duplicate rows as these rows merged with another table whichAggregate Formula Help
Hi - I'm trying to convert a working Aggregate formula in analytics to pull the data from CRM versus a data table. Here is my scenario - we need to pull sales numbers up to today's current date based on a previous sales cycle. I cannot use a basic YTD2 Modules combined
Hello, We have 2 modules : 1. Visit Reports 2. Hits I would like to make charts and widgets to see how many visits are done per hit and this ideally per user over the months. How can I do this because when I create "add aggregate formula" in the tableFailed Sync Shopify Data Source
Since last tuesday im having some troubles with the Shopify Data source as it won't sync properly, leading every attempt to a failed sync.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 easySharing Editing Rights of a Dashboard in Zoho Analytics
Hi, Being an Account/Org Admin how do we share the rights to edit a dashboard with with other people? Let's say with a workspace admin?Tip of the Week - Extracting Data from JSON Columns
Let's say you are importing a CSV or Excel file into Zoho Analytics. What if the file contains a few columns in JSON format? This is where Zoho DataPrep, embedded right within Zoho Analytics, comes in handy. This week's tip explains how to extract dataIncluding all data from weeks overlapping with range set in a dashboard's user filter
Problem: I have a dashboard that displays Deal analytics. Some of the reports summarize deals by week, however, since the endpoints of the user timeline filter may not necessarily fall on the first/last day of a week, those weekly reports will not show[Product Update] Zoho Projects and BugTracker Data Model Changes in Zoho Analytics Integration
Dear Zoho Projects and BugTracker integration users, As a continuous effort of enhancing our product with latest API versions, we are updating Zoho Projects and BugTracker APIs in the Zoho Analytics integration framework. As a part of this upgrade, theWhat's the best way to combine and chart data from two pivot tables?
I have two tables of raw data: "product sales" (raw individual product sales) and "product work" (raw time log entries) I want to create a chart that contains total revenue (sum of all sales) and total cost (sum of all work) on a monthly basis. What is the best way to do this? I can easily create a pivot view for sales and a pivot view for work, but what I want to do is create a view that combines two pivot views. One challenge is that the pivot view cannot be queried by a query table, nor can itImport data into Zoho Analytics - Part 2
Welcome back! Here's Part 2 of our help documentation series for importing files. In our previous post, Import data into Zoho Analytics - Part 1, we covered importing data from local files [CSV, XLS (Excel), JSON, HTML and XML] In this series let's lookNew Features rolled out on July 10, 2023
Advanced Analytics for LiveAgent We are happy to announce the Advanced Analytics connector for LiveAgent. It enables you to probe and identify bottlenecks within the support process, take measures to solve recurring problems, and optimize resource allocationPeople - Leave Tracker
I need to create a report that contains the leave tracker of the people in Zoho Analytics, but when integrating People I do not see the table with the information.Filter exlude person from certain month
Hello, We are tracking the visits of several salespeople on Zoho Analytics in a Pivot Table We use filter to include/exclude persons on this Table. How is it possible to include person X for several months and exclude that person starting from a specificRefreshing/Syncing Data from Excel Spreadsheet
I have a Vertical CRM with Zoho vAnalytics. I am trying to create reports/dashboards using an Excel spreadsheet as a data source that is updated daily by production employees. I can import the spreadsheet just fine and create a report, but I don't seem[Upcoming Webinar] What's new in Zoho Analytics: Q2 2023
Calling all data enthusiasts! Join us for our upcoming webinar, where our analytics experts unveil the newest features and updates in Zoho Analytics for Q2 2023. With these new additions, you can supercharge your decision-making and take your analyticsFormula 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?Adding Chargebee as a Connector
Is it possible to get Chargebee added as an Advanced Analytics integration?Adding Chargebee as a Data Connector
Is it possible to get Chargebee added as a Zoho Analytics data connector?Average amount of tickets per customer each year
Hey all, Can someone help me on how to generate a report from Zoho Desk in Analytics that would give me the average amount of tickets per customer each year for the past 3 years?How to get Number of Responses?
Good day, how do I get the Number of Responses as per the "Response Time" dashboard in Zoho Desk? I'm trying to do this in Zoho Analytics but again I'm not getting the same results. Can I please get some assistance on how to replicate this exactly andTarget vs actual chart
I am trying to create a line chart in Analytics to show our forecasted lead targets per month vs the actual number of leads, for example: Please can someone let me know the best way to do this? Thank youFilter dashboards on logged in user
Hello, I have a dashboard with several reports and widges. We want that these data is filtered and is correctly showed only to the logged in person. We use this : Variable X =${system.login.fullname} which is working and filtering report X perfectly toAbility 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"Perform Count of another column based on another column date range
Hi, I would like to count distinct "Deals.ID" column based on "Deals.Created Time" column, any inputs, I tried existing threads I didn't find any reference. I am trying to use this in Pivot Table (formula)What is wrong with my Include_GroupBy Code
AVG(include_groupby(avg(count_if(MONTH("Opp+paymentinfo+users"."Opportunities.Closing Date") = MONTH('2023-06-06') and ("Opp+paymentinfo+users"."Opportunities.Stage" = 'Deal Won') and ("Opp+paymentinfo+users"."Opportunities.Deal Type" = 'New Deal'))Solution of the Week : Consolidated Balance Sheet for Multiple Organizations with different base currencies
In the previous solution, we discussed in detail about creating a Multiple Organizations Setup with the same base currency. In this solution, we will be addressing the process of creating consolidated financial reports, such as a Balance sheet, for multipleImport data into Zoho Analytics - Part 1
Zoho Analytics provides various options to import the data that you have in local files, feeds, Cloud drives (Google Spreadsheets, Google Docs etc), Local/Cloud databases, popular business applications and from your custom applications into Zoho AnalyticsHow do I create a report for emails sent out
I want to create a report that shows the emails that were sent out to Leads. I see it can be done with Call but not with Emails. Any help? ThanksChart background color
How can I change the background color of a chart? Probably a silly question but I have tried several things and can't seem to figure it out. Our app has a grey background color throughout and the charts have a plain white background and it sticks out.Data Storytelling with Zoho Analytics
Zoho Analytics is a unique self-service BI tool that comes with unique benefits. It is a reporting and analysis tool that targets at helping business users in a comprehensive way. With the use of individualized dashboards, over 76% of Zoho analytics businessesCreating a rolling financial forecast in Zoho Analytics
Trying to create a Rolling Forecast Report that would include columns on a Profit and Loss Statement for the fiscal YTD Actual (Column 1) and the remaining YTD forecast (Column 2) to arrive at a revised Total (column 3) based on the 2 columns combinedGoogle Analytics and Zoho CRM
I want to track the amount of users that successfully made a purchase by combining Google Analytics data with Zoho CRM data. Right now I don't see any user specific information in the Google Analytics modules within Zoho Analytics, like email addresses,Tip of the Week: Monitor your Business with Data Alerts
Data alerts are the go-to solution when it comes to enhanced monitoring of a business. They help us identify the outliers, the anomalies, unusual potentially dangerous circumstances, and take decisions swiftly. For example, using data alerts you can startHTML embedding in Zoho Analytics Dashboard
Hello, I am attempting to embed social media posts in a dashboard, however this is proving tricky. For example, if I want to embed an Instagram post, I copy the embed code from Instagram, but the result looks like the attached screenshot "Instagram Embedding".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 ITARNext Page
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New Features rolled out on July 10, 2023
Advanced Analytics for LiveAgent We are happy to announce the Advanced Analytics connector for LiveAgent. It enables you to probe and identify bottlenecks within the support process, take measures to solve recurring problems, and optimize resource allocation[Upcoming Webinar] What's new in Zoho Analytics: Q2 2023
Calling all data enthusiasts! Join us for our upcoming webinar, where our analytics experts unveil the newest features and updates in Zoho Analytics for Q2 2023. With these new additions, you can supercharge your decision-making and take your analytics[UPCOMING WEBINAR] Connecting BI to AI in the time of Generation AI
Generative AI is taking the markets by storm. It's paving the way for groundbreaking innovations across industries—and the data and analytics industry is no exception. We're truly witnessing a new era of democratization and self-service in data and analytics.[Upcoming Webinar] Win with Analytics: Overcoming 5 critical sales challenges
According to a Harvard Business Review study, companies that excel in sales pipeline management witness a remarkable 28% increase in revenue growth. To clock such accelerated growth rates, sales teams must adopt a comprehensive approach that enables themNew Features rolled out on Jun 15, 2023
Advanced Analytics for ShipStation We are happy to announce the release of Advanced Analytics connector for ShipStation. The connector comes with 50+ hand-picked reports and dashboards that provide deep insight into your order and shipping management
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Changing a column datatype to currency
Hello I need to change a column from decimal to currency. I have looked through all the resources and videos but everything is either outdated or unrelated. Thanks!New Features rolled out on July 10, 2023
Advanced Analytics for LiveAgent We are happy to announce the Advanced Analytics connector for LiveAgent. It enables you to probe and identify bottlenecks within the support process, take measures to solve recurring problems, and optimize resource allocationHow to get Number of Responses?
Good day, how do I get the Number of Responses as per the "Response Time" dashboard in Zoho Desk? I'm trying to do this in Zoho Analytics but again I'm not getting the same results. Can I please get some assistance on how to replicate this exactly andGet SUM of Amount based by remove the duplicate id
From the below table I want to sum collection amount based on the unique Opportunity-ID. If there are two duplicate opp ids I need to consider one row to count the sum. Note I cannot remove the duplicate rows as these rows merged with another table whichFilter dashboards on logged in user
Hello, I have a dashboard with several reports and widges. We want that these data is filtered and is correctly showed only to the logged in person. We use this : Variable X =${system.login.fullname} which is working and filtering report X perfectly to
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Zoho Analytics | Quarterly Newsletter | Q3 2022
Hello Everyone! We hope all of you are safe and well! Zoho Analytics - Q3 Quarterly Newsletter is out! Check out the newsletter (attachment) to know all about our new features, recognitions, webinars, blogs, and many more exciting things. Do let us know[Customer Talk] PREMO Group's Analyst Interview at Zoho Day 2022
Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution. Hear more from Claudio Cabeza, Director at PREMOAnnouncing 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 PreparationZoho Analytics | Quarterly Newsletter | Q2 2022
Hello Everyone! I hope all of you are safe and well! Zoho Analytics - Q2 Quarterly Newsletter is out now! Check out the newsletter (attachment) to know all about our new features, recognitions, webinars, blogs, and many more exciting things. Do let usZoho Analytics: 2021 Look Back
As we start a new year in 2022, here's some of our top moments from 2021. Zoho Analytics in 2021
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