White dashboards
Hello, Since a few days I cannot see the dashbaords anymore. Only white screens Can you help me please ? ThanksSalesIQ Operator Activity Reports in Zoho Analytics
I'm busy building a dashboard in Zoho Analytics and I want to include SalesIQ stats in the dashboard, but I'm unable to get the statistics mentioned in the attached image. Any idea where I can get the stats for Operator Activity?how to get median to work?
i can't seem to get the median custom formula to do anything. when i add it as an aggregate function, i get an error saying: "Sorry, cannot create a Aggregate Formula. You need to have an Aggregate function used in the formula. For other types of formula, use "Custom Formula" option." which is odd because median certainly feels like a function that would only apply in aggregate. when i create it as a custom formula field, it never gets any value.ZOHO analytics URL criteria on two tables
I'm trying to publish a dashboard for several companies by scheduling an email and giving them a URL for the dashboard per company. I have one dashboard with a user filter by company drop down on the whole dashboard. The dashboard consists of reportsTip of the Week - Improve Data Comprehension using Expand and Collapse option in pivot table
A pivot table is the best choice when you need to sort and summarize large amounts of data for analysis. A pivot table may have many levels of information grouped into categories and sub categories. This can make the pivot table look complex, and difficultHiding 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 nameHow to get a Daily Average for the Total Sum of Each Group in my data table
I am working with a rather large data set (aprox 50k data points per day), where each row is a record that has a VOLUME and a GROUP identified within each record. Approximately 10 groups in total, and the dataset is 90 days of info. I am needing to displayHow to use values of two widget in the third widget
Basically I want to use values of two widget in the 3rd widget. I have two widget with different values, I want the ratio of these two values in the 3rd widget. Help is really need. Thanks RavindraMatching dates of 2 columns (fields)
Hello, I want to make a table with the number of visit reports created per person (counted number of visit reports created in a custom module in CRM) and a second column with the target visits (this is filled in a field on a report on each month createdZOHO URL criteria on two tables
I'm trying to publish a dashboard for several companies by scheduling an email and giving them a URL for the dashboard per company. I have one dashboard with a user filter by company drop down on the whole dashboard. The dashboard consists of reportsDifferent values between Google Ads and data in Zoho Analytics
Hi. We've actived the Google Ads integration to Zoho Analytics. However, we see that there are different values in Zoho Analytics if we compare the same data to Google Ads. How is this possible? Is it possible that values are rounded off after they areWaterfall 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?Dashboards not loading
Anyone else been having an issue lately with dashboards not loading? Below is an example image. For a month now it has been getting increasingly worse, what happens is the dashboard will load the boundaries of the graphs, but no data will appear. AfterDashboard Filters Disappeared! -- Resolved
I have Dashboards embedded in several websites via the Embed API. Just today, the filter boxes are no longer showing up. I contact ZoHo support with no answers as of yet. Anyone else?Add Vertical Threshold
I would lik to suggest adding a vertical threshold so that a line can be drawn vertically and not just horizontally. This would be great to denote a certain event it time when time is the X axis. Can you please add this to the feature list? Makes the charts much more descriptive.Quick response appreciated - Vertical line on line graph
Hi, I need to present a line graph showing historical and future data points. What I'd like to do is add a vertical line to denote the current date - to clearly show what is past and what is future. How can I achieve this please? Thank you MarcHyperlinks 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 haveTrying to partition data from Zoho Desk into Analytics when a Contact is associated with multiple accounts
I have an interesting use case wherein a contact is associated with multiple accounts in Desk. I created Desk tickets for each account associated with that contact. I then went to Zoho Analytics to look at dashboards. I added an account filter but allAnalytics : Highlighting a single bar in a bar chart
I have a bar chart showing values across a year by week. I have a user filter to change the selected week, however the year graph will remain as showing the full year. Is there anyway to conditionally format or construct the year graph to highlight the selected week ?Creating accounts map
Hello, I have a database of companies (accounts) in ZOHO CRM linked with ZOHO ANALYTICS. I have several informations on them, including Zip Code, adress, etc. I really need to plot them on an interactive map, but i have a problem using Map Charts in analyticsReport of the Week - Pareto Chart
A Pareto Chart helps identify the frequency of a factor (count) and its cumulative impact. The chart is a combination of a bar and a line chart. The bar represents the count of the components being analyzed and the line represents the cumulative impactNew Features rolled out on May 23, 2023
ChatGPT Integration We're excited to bring you the ChatGPT Integration, designed to simplify complex tasks like writing queries and formulas. You can also find public datasets right within Zoho Analytics without switching tabs, get help in creating formulasRegarding Top 10 customers sales Manager wise
Hello, How to show top 10 customers Manager wise . I have row wise data customer and manager wise. But whenever i try to filter by top 10 rows , it shows only top 10 customers instead of Manager wise. I want to show data as below if suppose we have Manager A and Manager B : Manager Name- Customer Name -Row Total ----------------------------------------------------------------- Manager A -> customer 1 - > 10 Manager A -> customer 2 -> 30 . . . Manager A -> customer 10 -> 100 -------------------------------------------------Fetch Record From Second Table in Aggregate Function
Hi, I need an Aggregate Function that counts the number of records in the Calls table that: 1 - Are associated to a Deal; AND 2 - The Deal associated to that Call is in a stage called "6 - Proposal Presented to Client". I am using the following function,Analytics Report for Books Comments and History
I want to be able to pull a report in analytics that can spit out portions of comments and history in different modules of Zoho Books. For example, when estimates, sales orders, or purchase orders are rejected, I would like to be able to pull a list andSolution of the Week: Top N within categories
Consider the sales data spread across days, regions, product categories, products, customers. And you want to know the Top 10 products in each year. If you try to do a simple Top 'N' filter, it will club everything up and show the 10 rows with the mostWhat's wrong with this formula column?
Was wondering if someone could possible look over this and tell me what is wrong with it. Please note that my aim is to have the bonus item, followed by its quantity in brackets, each on a new line, but only if there is a bonus item on that level, sort see what i mean? if("Bonus Item 5"='',if("Bonus Item 4"='',if("Bonus Item 3"='',if("Bonus Item 2"='',concat("Bonus Item 1 (Home-bred animal)",' (',"Bonus Item 1 Quantity",')')),concat("Bonus Item 1 (Home-bred animal)",' (',"Bonus Item 1 Quantity",')',CHAR(10),"BonusContinuous Failed Import
I have an import that continues to fail. It used to have a data prep step, but I deleted the data prep. Since I deleted the data prep (because it was failing), now the whole report continuously fails to import. I REALLY don't want to have to delete theReports Deleted
Hi Team, I login this morning and saw my Leads Dahsboard showing "View Deleted" on each report. I logged in and checked, Except three reports, each report under "Leads" folder of "Experitest CRM Reports" is deleted. I have like around 15 reports in there. Can you please quickly check what just happened and how can I recover those ? Thanks, HasanCRM/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! KaylaCentering 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 emptyTip of the Week - How Zoho Analytics' variables can be a constant handy Filter?
Want to share only selected/partial data from your chart to a particular group/users? For e.g., say you want to share a chart containing complete details of the company to the employees with access only to their department data, or say you want to share[Upcoming Webinar] 5 common data & analytics pitfalls businesses should avoid
Hi there! A study by Forbes revealed that 87% of organizations believe that data is their most underutilized asset. In order to bring down that percentage, BI vendors, analytics users, and other stakeholders are exploring many ways to enable businessesCan Google Analytics GA4 be connected to Zoho Analytics?
Hi Team, I am trying to connect to GA4 (Google Analytics) but I am not able to find it in the list. Can you please advise me where I can connect? Many thanks in advance for your support. Best Regards!Tip of the week: Forecasting options and examples
Zoho Analytics offers a lot of forecasting functions. You can read a detailed help document explaining the forecasting features in Zoho Analytics. In addition to it, we have made a slide show that shows how the different options available when appliedNeed help on reports (Actuals vs Plan)
Hey guys, I need some assistance on a problem im facing. Currently we have our actual numbers for our billable hours and revenue that we generate. We wanna compare this to our planned revenue and billable hours accross 2023. We have added a new datasetSchedule 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? DanTip of the Week: Nested If Function
Zoho Analytics allows you to define your own powerful formulas to meet your specific reporting requirements. Among the various other in-built formulas available in Zoho Analytics, this segment is about the Nested If function. The Nested If function returns different values for different conditions. They are used to test multiple criteria and take action based on the test results. For example, you can use the Nested If function to categorize: The customer ratings as detractors, passives, and promotersMultiple IF calculation
I'm trying to write an if statement that is fairly complex. In Excel, the formula looks like this: +IF(E2<0.2,(F2*0.05)*0.7,IF(E2<0.4,(F2*0.15)*0.7,IF(E2>0.39,(F2*0.2)*0.7))) Using the value of a specific cell (depending upon if it is lower, between or above a certain value) I am applying one of 3 mathematical operations to a different cell for the result. When trying to "map" this style over to the "IF" statements in Analytics, I am receiving errors. Here is an example of the data I'm tryingWon / Lost Amount not showing
Hi there, No figures show up for won amount / lost amount even though there is data in the won / lost swimlanes in the CRM. We have an auto sync every 3 hours. Regards, SarahNext Page
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Using "NOT IN" in WHERE clause
I'm trying to exclude records from a query by using a "NOT IN" clause, but it's not giving me what I want. I even tried "NOT LIKE" I need to exclude the string 'Dev or internal testing' from a column with a mixture of blank cells, but when I run the queryContinuous Failed Import
I have an import that continues to fail. It used to have a data prep step, but I deleted the data prep. Since I deleted the data prep (because it was failing), now the whole report continuously fails to import. I REALLY don't want to have to delete theDashboard Filters Disappeared! -- Resolved
I have Dashboards embedded in several websites via the Embed API. Just today, the filter boxes are no longer showing up. I contact ZoHo support with no answers as of yet. Anyone else?ZOHO analytics URL criteria on two tables
I'm trying to publish a dashboard for several companies by scheduling an email and giving them a URL for the dashboard per company. I have one dashboard with a user filter by company drop down on the whole dashboard. The dashboard consists of reportsNeed help on reports (Actuals vs Plan)
Hey guys, I need some assistance on a problem im facing. Currently we have our actual numbers for our billable hours and revenue that we generate. We wanna compare this to our planned revenue and billable hours accross 2023. We have added a new dataset
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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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