Creating email schedules with custom filters for Pivot/Summary Reports in Zoho Analytics
Hi Zoho, I have a Weekly Inventory Report that I'd like to send out to various vendors. Is it possible to create an email schedule for each vendor with customized filtering at the scheduling level? Currently, we generate two pre-filtered reports (copiesDynamic Date Filtering for KPI Widgets – Need Help with Query Table
Hello, I'm seeking help with setting up dynamic date filtering for my KPI widgets in Zoho Analytics. Below is an overview of my setup and the issues I'm facing: Why: I need my KPI widgets to update dynamically based on a date range selected via a dashboardShowing ALL missing data
Hi, When I create a chart, I noticed that even when enabling the "show missing values" option, if, let's say, the current time period will not show as "0" on the chart if there's no data (rows) in the table. For example, I have this data: Week 1: 0 rowsEdit Transformation
How do I edit the transformation of an existing data source? I am trying to Cluster/Merge a column of data. I can't find that option now that the data has been imported.Connect to Zoho Reports via MS-SQL Server
Hi there, I have a premises MS-SQL Server and we are trying to get all tables/fields information about our current subscription we have and I wondering how can I connect from my local DB to your ZOHO DB to begin extracting information and combining with different datasets to generate an internal analytic dashboard. What would be the best approach? Or is there any way that I can download report on a weekly basis, if so. How can I generate it? Thanks for your helpColumns language changed
Hello, As you can see in attachment in Zoho analytics some colums of field have change from language to french and some are still in English. We have no idea why but we would like it to be in English all again. how can we do that please ? ThanksReusable Variables
I’d like to know if there’s a way to store variables in Zoho Analytics that I can use in metrics or calculations. For example, I have a Currencies table that stores the value of different currencies over time. I’d like to use the value of the US dollarAsk Zia to update a number
Hi, Quick question....... Is it possible to use Ask Zia to update a number in a table, for instance if I have a field with $1M and would like that updated to $10M can I do that via Ask Zia? Thanks in advanceDoes funnel chart in Zoho Analytics have an option of deciding the order of the stages of funnel in custom manner?
I want to build a funnel chart for my recruitment process. I have data from Zoho Recruit synced with Analytics. Upon creating the funnel chart with 'Stage' in X-axis and 'distinct count of candidate ID' in Y-axis, I can create a funnel chart. However,User filter in Analytics Report
We have connected Projects to Analytics so we can generate have a dashboard on task progress and completion. I've added a "User Name" user filter, with the intention that we will be able to quickly see tasks per task owner and what the statuses of thoseMissing Custom Fields in ZOHO Reports
Hi, I am currently attempting to generate some reports using the programme. However, I have met some obstacles in the form of missing custom fields from the field selection panel when creating charts etc. Please advise. There are plenty of custom fields which is rather important to creating these reports. Thank you.What's New in Zoho Analytics - March 2025
Hello Users, We're back with the latest set of enhancements and improvements aimed at improving your analytics experience. Common Query Table Expression (CTE) support in Query Tables We’ve added support for Common Table Expressions (CTE) in Query Tables,Conditional formatting - Making negative numbers red
Is it possible to make negative numbers red? Or even better, is it possible to add conditional formatting to cells or to the text?Zoho Analytics and Linked Workspaces
I have a main workspace that contains all of the data for my company. I have need to allow users to build dashboards and reports for their departments, BUT I can't give them access to the main workspace as it contains all the company financial and employeeConnexion Woo / Zoho Analytics . API
Hello, I'm trying to set up the Zoho Analytics and Woocommerce connector but when I enter the user key and the secret key, I get this error message: Error building/reading/writing data. we've changed the path to access the /wp-json/ API to /secu_api/[Product Update] Locations module migration in Zoho Books integration with Zoho Analytics
Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho BooksCustom Field in Zoho Projects pulling into Analytics
We have a client that we have built our their new business process using Zoho Projects, and we have build a lot of custom fields with their their Projects where they are capturing specific data points that we want to be able to track and pull data, asHow to Calculate Trimmed Average
How can I calculate a trimmed average by using percentile ranks? I would like to eliminate the top and bottom 5% of my data in order to get a more accurate average. For example, if I have: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10 in my data I want to exclude theAccess to what Products are associated with which accounts
Is there a table that can be accessed to report on Products associated with accounts in the CRM?Pivot report with SUM for months and AVG across months
Hi I am looking to create what I think should be a simple report but I cannot seem to get it right. I have a table filled with Expenses spanning multiples months. I want to create a Pivot report (or something that works) where each month is displayedKPI Widget dashboard select periods
I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selectsData refreshed X mins ago
How can I permanently have the "Data refreshed X mins ago" in my dashboards? It would be nice to know how old the data is since the minimum refresh time is every 3 hours. So when you open the dashboard you can immediately see the data is X hours oldTip of the Week - Timeline User Filter for Dashboard
Does the Date User Filter in your Dashboard leave out a few reports from filtering? This happens when the reports are not created over the same table and the (time) column over which the user filter is created. To solve this, Zoho Reports has a Timeline User Filter. This filter applies the criteria on all reports, matching it with the best possible date column associated with a report. i.e., if your reports are based on a date column, then it will filter it for that data column. To know more onMap view - Zoho Analytics
In Zoho Analytics, the Overall Map is duplicating, with the global map appearing twice, which makes it hard to view clearly. Let me know what needs to be doneCombine Small Pie Slices in Pie Chart
Hello, I am trying to make a pie chart showing our sales in each of our product categories. The problem is that we have over 80 product categories, and not that much room from which to look at it. I am wondering if there is a way to combine the smallestMantener visible solamente el primer nivel de la vista dinámica.
Saludos. En esta ocasión ocupo su atención para preguntar de que forma puedo mantener solamente visible el primer nivel de la información colocada en el campo filas de la tabla dinámica y que se visualice únicamente esa etiqueta y su consiguiente sub total. En el caso del ejemplo que adjunto, allí quisiera ver los estados con el sub total de cada uno de ellos. Como siempre, Gracias por su atención. Saludos. Adel Bahsas El Maaz.User Filter for Dynamic Date Dimensions in Zoho Analytics
One challenge I frequently encounter is the need to create multiple versions of the same report—one for yearly data, another for quarterly data, another for monthly, and so on. While this works, it leads to unnecessary duplication, making maintenanceZoho Analytics - Only show certain data labels
How do I only show certain data labels on my charts? I have a combo chart with 3 data bars and 1 data line. I only want to show the data label for the data line, not the data bars. How can I do that?Zoho Analytics - Level on level queries
I am facing a limitation of having too many level on level queries however some of my queries are complex and rely on multiple joins to get my desired output. How can I bypass this limitation as this is hindering my report creation.Create/Update Query Tables through API
We need an API to edit the query tables. Currently if columns are added/removed from a normal table, we have to edit the query tables made on top of that table manually to reflect the changes. We want to automate this task to automatically update theCreate Dashboard with information pulled from multiple modules?
I am looking to create an overview dashboard for each account we have within the CRM. This will need to include information from Books, Bookings, Analytics (want to see the graphs). I am new to using Zoho but am trying to help streamline our processesNeed Marketing specialist for Zoho client
HI, I am looking for someone to help a client with their social media marketing. I have set up Zoho for them, but they want to start various social media campaigns and are looking for a referral. This is for a marketing person who is familiar with ZohoZOHO 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. MarkZoho Analytics - Values gets Duplicated
In Zoho Analytics, I have two tables: one for Country-wise Sales and another for Country-wise Budget with Region. I am attempting to create a stacked bar chart to compare the Region-wise Budget and Sales Revenue. I have set up a lookup between the twoAggregate Formulas with Multiple Tables
I get a 'Communications link failure...last packet successfully received..." error when trying to create an Aggregate formula that references two separate tables. I've made sure they are connected properly. It almost seems like it might be timing out?Zoho Analytics - CRM Sync Failure
We have experienced consistent sync failures between our Zoho CRM and Analytics apps, but there aren't any details provided as to why this failure might be occuring. Please advise on troubleshooting steps so we can figure out how to restore the sync.Duplicate Column Data with Individual Filters
Is it possible to create a report using the Zoho Desk Connector which would look something like this: | Account Name | Ticket Count (filtered by department 1) | Ticket Count (filtered by department 2) | For Example: Where Dept. 1 = Support Tickets, andKPI Widget - last month sales vs same period last year
I would like a KPI Widget that might compare data with the following date ranges: This month to date (meaning all of February through the current date, for example the 14th, if today was the 14th. So Feb 1-14th 2018)vs. last year this month to date (ShowingI need to add difference for Average Row at the end
(Confidential data hidden here) Guys, hello! I have this graph, it calculates the averages of Retention and then shows the delta (2024 - 2023). In the 3rd column with delta Churn %, I want to show the difference between averages too, which would be (16.99Unable to import data into zoho analytics using the post man APIs of udemy for business
Hi Can some one help me with the following Unable to import data into zoho analytics using the post man APIs of udemy for business through API beta feature, I have created the sample report in zoho analytics through the table structure but i am unableNext Page
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Announcements
What's New in Zoho Analytics - March 2025
Hello Users, We're back with the latest set of enhancements and improvements aimed at improving your analytics experience. Common Query Table Expression (CTE) support in Query Tables We’ve added support for Common Table Expressions (CTE) in Query Tables,[Product Update] Locations module migration in Zoho Books integration with Zoho Analytics
Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho BooksImportant Update: Mandatory Email Domain Verification for Zoho Analytics Users
To enhance the security and reliability of email notifications, we are implementing an important update. Starting February 1, 2025, verifying your email domain will be mandatory to continue sending email notifications via Zoho Analytics. Failure to verifyWhat's New in Zoho Analytics - December 2024
Hello Users! We’re excited to bring you a roundup of the latest features and improvements in Zoho Analytics. These updates are designed to elevate your data analytics experience, making it more powerful, interactive, and seamless. Let’s dive in! Expanded[Product update] Instagram Profile Integration with Zoho Analytics
Dear Customers, We want to inform you about an update affecting the Instagram Profile integration with Zoho Analytics. Meta will deprecate certain metrics from January 8, 2025 as per their announcement in this document. To ensure uninterrupted syncs in
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Dynamic Date Filtering for KPI Widgets – Need Help with Query Table
Hello, I'm seeking help with setting up dynamic date filtering for my KPI widgets in Zoho Analytics. Below is an overview of my setup and the issues I'm facing: Why: I need my KPI widgets to update dynamically based on a date range selected via a dashboardUser filter in Analytics Report
We have connected Projects to Analytics so we can generate have a dashboard on task progress and completion. I've added a "User Name" user filter, with the intention that we will be able to quickly see tasks per task owner and what the statuses of thoseWhat's New in Zoho Analytics - March 2025
Hello Users, We're back with the latest set of enhancements and improvements aimed at improving your analytics experience. Common Query Table Expression (CTE) support in Query Tables We’ve added support for Common Table Expressions (CTE) in Query Tables,Does funnel chart in Zoho Analytics have an option of deciding the order of the stages of funnel in custom manner?
I want to build a funnel chart for my recruitment process. I have data from Zoho Recruit synced with Analytics. Upon creating the funnel chart with 'Stage' in X-axis and 'distinct count of candidate ID' in Y-axis, I can create a funnel chart. However,Creating email schedules with custom filters for Pivot/Summary Reports in Zoho Analytics
Hi Zoho, I have a Weekly Inventory Report that I'd like to send out to various vendors. Is it possible to create an email schedule for each vendor with customized filtering at the scheduling level? Currently, we generate two pre-filtered reports (copies
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What's New in Zoho Analytics - March 2025
Hello Users, We're back with the latest set of enhancements and improvements aimed at improving your analytics experience. Common Query Table Expression (CTE) support in Query Tables We’ve added support for Common Table Expressions (CTE) in Query Tables,Zoho Analytics in 2024: A look back
Happy new year to everyone in the Zoho Analytics community! As we welcome 2025, here's a look back of important happenings in 2024.Announcing Zoho Analytics 6.0 Beta!
We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics teamWhat's New in Zoho Analytics - August 2024
Hello Users! We are back with the latest updates and enhancements made to Zoho Analytics. Keep reading to learn more about them. Connect to the data hosted in the cloud without allow-listing the IP addresses Utilize Zoho Databridge to connect to the dataWe are coming to your city! Zoho Analytics Community Meetup
Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructing
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