Copy Widget to another Dashboard
I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?Having Trouble with usign Alias with one Table
Hello, Recently I have started having trouble using Alias with a table. Even when using the most basic of Alias, I still get an errorWhy am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?
I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks"Temporary Error" in Zoho CRM Data Source sync
I edited my setup for the Zoho CRM to Zoho Analytics Data Source Import configuration to add some new fields. After I saved the changes, I clicked the (Sync Now) link. After a few minutes I got a Sync failure error. The only reason given is "A temporaryZoho 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 solutionTip of the Week - Dynamic URLs for Business Applications
Interactive data visualizations and dashboards help uncover and understand insights instantly. The dashboards created will be viewed and accessed by other organization members, so it's imperative for the dashboards and reports to be interactive. ThisJoin tables using date column
Hi, I understand lookups using the date column is not currently supported. The reason for my request is to join a Transaction fact table to a Time dimension table using the date column. The work around I can think of would be to use a Time Key which is an integer made up of the date (e.g. 13 December 2012 would be 20121213) and ensure that the dates in the Transaction fact have the Time Key value rather than the actual date value. However, this is additional work which could be overcome by providingAssign Color/Category to Data & Get Cumulative Count
Hello! I have a graph that shows a Lead Source, and I'd like to be able to color code these to show whether we consider the Lead "Warm" or "Cold". Is there a way to say "If Lead Source = X Y Z, show as blue" and "If Lead Source = X Y Z, show as orange",Add imported data from Zoho Analytics to report on Zoho Creator
Hello, I'm trying to find a workaround to give users the ability to search inside subforms in Zoho Creator app. As suggested from Zoho support team, I'm trying to use Analytics to create custom reports. I did the following: I connected Zoho Creator withConverting Lead per Type
Hello, We have an issue in Zoho analytics. it looks like the data is not imported correctly When we convert a lead => Account we then Edit the new created Account to update a custom field "Account Type" to 1 of 3 options: - active - non active -prospectHow to see Zoho Project Task List Table in Analytics
I have connected Z Project to Z Anlytics, but am not able to view the task list tableCreating Custom Thresholds
I created a bar chart showing the number of leads created each month of 2022 to compare to the number of leads created so far each month of 2023. I would like to create a threshold that is weighted for each month. If we created 100 leads in January 2022"maximum of 3 levels of Query over Query tables only allowed" when saving 3rd level query
I am getting the mentioned error when trying to save a Query Table that's 3 levels deep. My setup: Table A is an actual table, created importing CSV data Table B is created with: select extract( YEAR_MONTH FROM "date") AS "ym",site_id, count(1) as t from page_views group by extract( YEAR_MONTH FROM "date"), site_id Table C (the one that breaks when saving) is: select * from "Table C" where t >= 3Actually the only reason I have Table B is because I can't use the "t" column in the WHERE clause.[Product Update] Discontinuing some fields support in Xero - Zoho Analytics integration
Dear Customers, An update in the Xero - Zoho Analytics integration. The following fields will be discontinued from 31-January 2023 due to some technical limitations in Xero and Zoho Analytics. 1. 'Quantity On Hand' field in the Items module. 2. FieldModules Missing
I am not sure if I maybe deleted the "starter" modules when I first activated ZOHO CRM thinking I would not need them, or if they are hidden, or what. But the Sales Order Module, and the Products Module seem to be missing from my Account. Is there a waySharing dashboard permissions filter criteria
Hi, I have a question on how to apply filter criteria while sharing dashboard with multiple pages and filters on those pages should be based on different tables and columns? For example, on the first page, the viewer should see and be able to select fromQuery 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 'TicketQuery table - filter 'All Store sales' table to view 'Store 2 sales' table
Hi, I have a query table that is built from the 'union' of 5 other tables. Store 1 sales Store 2 sales Store 3 sales Store 4 sales Store 5 sales Each of these tables is the sales data from a store, made into a 'big' table that has all of the data. HowPurchase Order Items - Zoho Analytics Report
Hi, I am building a query table in Zoho nalytics to show my Purchase Order Items, I am trying to get some information from the Items (Zoho Finance) table by joining Purchase Order Items (Zoho Finance) and Items (Zoho Finance) on Item ID. But my fieldsWorkaround to mixing aggregate and non-aggregate formulae
I made an aggregate formula that works but then realised I need to take out VAT from personal contracts. The code for the formula that works is as follows:- sum_if("Vehicle Orders"."Status" = 'Delivery Arranged & Confirmed With Customer' OR "Vehicle Orders"."Status"Full Join between 2 or more tables
Hi, I am trying to join (say) 5 tables that each have the SAME columns but DIFFERENT data, and I want it all in a single table. There is NO overlap in data- each row is the details about a single computer in my fleet. What's the best way to join theseDashboard sharing filter
Hello, In Analytics I created a dashboard to see KPI's per salesperson. In that dashboard we have different reports created on visits (coming from Creator => "visit report owner"), Deals (coming from CRM => "Deal owner"). Currently I created this dashboardForecasts Analytics
Hello, I don't see the possibility to have Forecasts included in Analytics. In attachment I have an overview of our Closed Deals (we called it Hits in our company) but how is it possible to have it in comparison with a target column ? Would be usefulAdd a column with current date in each scheduled import
Hi Team, We have an excel file in a FTP that is updated every hour (overwritten) from another source. We would like to import this file into a table of our Zoho Analytics account once a month, and keep the historic data of each month (without overwrittingIncorrect Grand Summary
In the above picture I have a table of lead conversions sorted by lead source. The 'Total Cost of Leads' and 'Profit' columns are report formula columns. The data in the column is correct but the grand summary at the bottom is applying the formula toSplit Axis Combo Chart
Hello, I am trying to split the axis between a number and a percentage. Is there a way to to this? Arron Robles Blue Pumpkin Hosting | Solutions Made Simple http://bluepumpkinhosting.com[Product Update] Discontinuing the support of 'Google Click Id' field in the Visitors table in Zoho SalesIQ - Zoho Analytics Integration
Dear Customers, As a part of update in Zoho SalesIQ, we are planning to discontinue the support of 'Google Click Id' field in the Visitors table from 31-March-2023 in Zoho Analytics integration. Post that, the data synchronization will not happen in the[Upcoming Webinar] 7 BI trends to watch in 2023
Hi there! In today's digital age, data is everywhere—and more and more businesses are looking for ways to leverage it. BI and data analytics have emerged as essential components for businesses to analyze this data and up their game in today's market conditions.Analytics Permalink Data Update Takes 20-30 Minutes On Small Record Set
Hi, I'm attempting to use Analytics Permalinks / Embed urls to deliver some charts and dashboards to a page on our site. My issue is the time it takes for the embeded dashboards to update once the underlying data is changed (either via API, import ofFill missing Values in data tables in order to show blank values on report
Greetings I'm working on a report to show employee attendance on meetings (based on time logs from zoho projects), when the employee hasn't attended a meeting (no timelog on task) there should be a blank left on the report on that task's point, but that'sUploading File with less lines than allowed....but an error occurs...
I am a basic subscription user. I am trying to upload a file with just under 84,000 rows. Well under the .5 million limit. I am getting an error that says I am over the .5 million limit. Any help as to why that would be happening would be appreciated.Zoho analytics delete api
Hi, I am trying delete few records based on criteria, I was able to generate & refresh token however I am unable to delete records from the tables, receiving config params error. Thanks, MadhuriKPI Widget use Pivot View's data column?
I couldn't get the column data from Pivot View for KPI Widget Value 1. Is it possible to do that? I created the query for % of Billable hours but it doesn't work well with Widget.Dashboard user filters are causing bug in dashboard widgets
Greetings i'm trying out the "Tasks Dashboard" from the zoho projects analytics integration, at the top of the board we have widgets that show overall tasks' statistics, the dashboard also includes user-filters, one of which is the user name filter toAnalytics reports- Format of time duration in RESOLUTION TIME IN BUSINESS HOURS not in total hours
We are in the pocess of compiling reports and the format of the time duration is not formated in total hours. There are entries that are formated: 1mon 2w 4d ... 1y 2mon ... 2w 2d ... 5d 4h ... We need the report to pull these values in total number ofDeal Activities Query
I found this Deal Activities query in analytic. Apparently, it ran a long time ago, but now does not find a table called "Activities." This would be a highly useful query table for me. Can it be revised to work with however CRM stores the underlying "activities"Report to Switch Columns and Rows
Hi, I am struggling to figure out how to put my data into a specific layout as I would like one row per question. So for example my data comes through per entry: Date Added Qu1 Qu2 Qu3 etc 14/01/23 3 5 7 15/01/23 1 2 4 16/01/23 4 5 7 etc I would likeIs it possible to make certain axis on charts ignore filters?
Greetings I was wondering if there was a way to make certain columns on axis ignore filter? i'm looking for something that is similar to the aggregate function "ignore filter" but it would be applied to column inserted on the chart, is there such a thing?Formula Column Assistance
Hi, I have a table with a date column consisting of 365 days. I want to add a column that converts our revenue goal per month to a daily goal and applies it to only the business days of the corresponding month. Thanks in advance!How would you create a report that shows last week's Deal Stages to Now Deal Stages?
This is not achievable with CRM Reports. It might be possible in Analytics. It looks like it might require hand-coded SQL. I welcome your input and ideas.Next Page
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Tip of the Week - Dynamic URLs for Business Applications
Interactive data visualizations and dashboards help uncover and understand insights instantly. The dashboards created will be viewed and accessed by other organization members, so it's imperative for the dashboards and reports to be interactive. ThisSharing dashboard permissions filter criteria
Hi, I have a question on how to apply filter criteria while sharing dashboard with multiple pages and filters on those pages should be based on different tables and columns? For example, on the first page, the viewer should see and be able to select fromAdd a column with current date in each scheduled import
Hi Team, We have an excel file in a FTP that is updated every hour (overwritten) from another source. We would like to import this file into a table of our Zoho Analytics account once a month, and keep the historic data of each month (without overwrittingModules Missing
I am not sure if I maybe deleted the "starter" modules when I first activated ZOHO CRM thinking I would not need them, or if they are hidden, or what. But the Sales Order Module, and the Products Module seem to be missing from my Account. Is there a wayPurchase Order Items - Zoho Analytics Report
Hi, I am building a query table in Zoho nalytics to show my Purchase Order Items, I am trying to get some information from the Items (Zoho Finance) table by joining Purchase Order Items (Zoho Finance) and Items (Zoho Finance) on Item ID. But my fields
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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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