Set Zoho One users as a custom role.
A custom role has been created in 'Manage Roles' under Zoho Analytics settings, but in 'Manage Users,' only User, Organization Admin, and Viewer roles are available.How to generate a permalink for a dashboard that allows external access and how to send dashboards to non zoho users as link only (no attachment please) via scheduling mail?
We are a outsourcing company and we have lots of clients. We designed dashboard for each client in zoho analytics. Our clients are not zoho users and we want to schedule mail for them with only dashboard link (no attachment as view or pdf) How to generateGROUP BY error message with IF statement
Hi, I'm reasonably new to coding so this may be a really simple fix (i hope anyway!) I'm building a query table to identify cases for inclusion in a healthcare quality indicator as well as produce an output column that provides a true or false statementWorked hour report help.
Good day everyone, I need some advice with Zoho Analytics. I am trying to get a report that will show the work hours of a user. We are using Zoho People timesheet/time logs. I connected Zoho People and Zoho Analytics, and everything is working fine. So,Unknown table or alias 'A1'
I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement: SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers),Adding custom sort to sort options
Hi! Happy to connect! I am so excited to use Zoho analytics which is so easy to map the required data from marketing, new project development teams, clients, and vendors. I have the option of sorting either by ascending or descending. It would be of greaterAll Zoho Survey tables explained
Introduction Hey everyone! Sometimes, deciphering the structure and meaning of data in Zoho Analytics, especially when Zoho’s native syncs and integrations are activated, can be quite challenging. That’s why I’ve put together an overview, not only toTrying to Access all Zoho analytics data?
Hello, I am using post man at the moment to test the API connection to Zoho Anaylitics. When it comes to the URL and parameters, I think I am missing something or adding the wrong information in a step. This is currently what I am trying: GET: https://accounts.zoho.com/oauth/v2/auth?Import Pandas data frame into an existing table in ZOHO analytics
I need to import pandas dataframe into zoho analytics table which is already existing in ZOHO analytics. How should I do that?[Upcoming Webinar] Refined data and faster insights with data preparation
Data preparation forms the bedrock upon which insightful analyses and informed decision-making stand, directly impacting business revenue. However, preparing data is often perceived to be a complex and time-consuming task that often demands IT intervention.We 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 constructingAverage agent time reply - Zoho Desk
Hello, We are building a report where we would like to see the average time that an agent takes to reply to their customers. In Analytics we were using the measure "tiempo total de respuesta en horario laboral", but it does not show the correct valuesCan we consolidate data from multiple Zoho Books organizations having different home currency in Zoho Analytics?
Hello, Can we connect Zoho Books account having multi organizations with Zoho Analytics to consolidate data from all organizations? Each Books organization has it's own home currency like INR, USD, GBP etc. How to consolidated Sales figure and show amountCustom Formula - Zoho Analytics
Hi, I want to see profit% for each customer. However the aggregate formula on the tool is not the most accurate as it ignores purchase discounts all together and gives the % on Sale Price and not Purchase Price. I tried adding custom formula but couldDate from a date field to today
Here is my query, but it's not calculating correctly. I'm trying to determine how many weekdays have occurred between "23-24 Start Date" and today, but I'm getting a number that's much too high. SELECT "Q_DataWalls_Time-Off_23-24"."Name", DATEDIFF(WEEKDAY,Data imported through URL data sources will show HTML codes instead of special characters.
We have a data source configured to import information from a URL. Some of the data contains apostrophes that will not be displayed as the actual characters but as HTML code. Example: let's go will be displayed as let's go Is there an option in theNeed Query to Output as Date
Hi, I'm new to Zoho/queries.....In my formula below, I need "23-24 Start Date" to output in a date format, but when i try to change the data type after I execute my query, it says it's not compatible. How do I fix that? SELECT "Staff Demographic DataAnalytics - String to Duration
Hey friends! Our calls module is logging the call duration automatically and it's coming into Zoho Analytics as a string. When I try to change the data type from the parent data set, I'm unable to as it's a system table. I'm trying to get around thisFirst reply time in hours - Zoho Desk
Hi, We are trying to build a report to see the time it takes to reply to our customers when they create a ticket. We are using the "First Reply time in hours", but checking with the tickets does not seem to show the right value for some tickets. How canTrial: Project Status Overview Report Not Showing All Projects
We use Zoho Projects to track our teams IT projects. I'm currently evaluating Analytics to get better reporting capabilities of our projects. Unfortunately, when I run the "Project Status Overview" report, only 2 projects of the 8 projects currently openZoho report aggregate function issue
Hi, I wanted to write a formula connecting 2 tables. But currently im facing this error Alert Message Sorry, you cannot create a formula column involving columns from multiple tables. This is my formula. Can you help me with a workaround. Infact, i haveIs there a way to remove the border color of widgets on a dashboard?
I have a dashboard with a multicolor theme. There are four pivots with detailed information, and Zoho auto-assigns a fill color to each of the headers. I added a widget that has summary information for each of the four pivots and made the fill color matchCompare differences between data in different groups (year, year/month)
Hi, I need to compare data in a pivot table. I found articles related to the % of, however it seems that this only allows comparison with values within the same group. Let's say I have my data segmented by Year, then Year & Month. If I want to compareCompletion age Tier Range - Zoho desk
Hello, we have built a graph about the resolved tickets by time and we would like to modify the range in the lagend, lo make different buckets but we are unable to find how. Thanks!Mapping Date Columns in Filters
Hi Team, I created a chart where I am tracking USD in proposals per month by their sent date, won date, and projected close date. Those dates are all fields in the proposal record. On the x axis I am using sent date. On the y axis I have a sum_if formulaCreating a staked bar chart in Zoho Analytics where the x axis is the date of two different fields
Hi, i would like to create a staked bar chart in Zoho Analytics where the x axis is the date of two different dependent date ranges. The first date range is the date when a stage one payment is received in the CRM. The second date range is the date whenI need help with a column
I need to help me to make a formula for a column, it is to determine that when the data is greater within a specific column, is a type of retention, if it is less, is another type of retention, and if it is much less, is another type of retention, I getHow to put a dashboard offline?
Hi, I have a dashboard which is shared to several people within the organisation. I need to make some significant changes to the dashboard. What is the easiest way to make the dashboard offline during development of new features and put them live againHow to compare data from last 7 days to previous period?
I would like to create Widget that shows data - counts the number of specific contacts that changed their Stage to a Win Stage in the last 7 days. After that, and at the same widget, I would like to see same data from the previous period. Can I do that?Pivot chart - Formula (customisable) rows
Currently, the Pivot chart has a "grand total" bottom row that adds the values in the chart. However, I need this row to perform a different calculation. Specifically, I'm building a multi-dimensional income statement which need to subtract expenses fromEditing data sources as workspace admin?
Hi there, is there any way to allow workspace admins to edit data sources? I am a primary user of the account (across two workspaces), but not the account admin, so whenever I need to change import settings for data sources, I need to contact the account admin first and wait until they make the changes I asked for. This is very frustrating and time consuming. Please advise! Thanks, GerickeExporting Analytics Dashboards as PDF Reports
I am trying export PDF reports from analytics reports/dashboards that are aesthetically pleasing enough to send to clients. The native export has been a clunky process for me and the formatting has been inconsistent. Is there a 3rd party app that I canWhat kind of SQL uses Analytics?
Hello, I find confusing how the SQL queries work in Zoho Analytics. Coming from other platforms, these queries have sometimes different results with the same query. Does Zoho Analytics use personalize SQL? Also, some queries fail without any kind of information,Add column with logic function
Hello, Please, i need help for the following function in Analytics I have a column TIME with difrent numbers from 0 to 23. I have other 2 colums DAY and NIGHT with random numbers I nead an other column with following conditions. If the value in the TIMEChange database settings
Hello, I recently created a new database and created some queries. However when I'm trying to change one of the queries, I get the following error message: Performed changes in the query is not allowed due to following reason(s): Column 'totaltransactions'How to retain Currency formatting in the concatenated the column
Hi Support Team, I would like to keep the Thousand Separator for the " Refund Amt" column. This " Refund Amt" column has been concatenated with the "Bill no" Column. The Table is generated via SQL Query. SELECT DISTINCT (VC."Vendor Credit Number") asStarting y axis at 0 on line graph
Hi, Is it possible to change the default start point of a y axis on a line graph to 0 and not the minimum detected value? I can see that you can manually define the start and end of the range but this means that if I manually define the start as 0 then I also have to continually update the upper range limit when the data is refreshed. Cheers, JamesFormula Column 'aaa' cannot be removed.
how do i remove a Formula Column? this product is frustrating... Table reportSpark Line in Zoho Analytics
Dear Team, I just noticed the Spark Line option within Zoho Analytics. However at Face Value I can not see what criteria are being used to group the data. Apart from the graphical representation I also did not find anything on this in the settings page.Conditional display and formatting of dashboard elements
It would be great if we could set conditions for whether or not to display dashboard elements and KPIs. For instance, in the settings for a given element, there could be an item that says "if the value/count/average/max/etc. of this columnNameData isNext Page
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What’s New in Zoho Analytics – September 2025
Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded[Webinar] The Transformative Power of Gen BI
Traditional decision-making tools are no longer enough. The integration of generative AI into business intelligence (BI) is proving to be a true game changer—enabling businesses to make faster, smarter, and better informed decisions. Early adopters ofUpcoming Change: Snowflake Username/Password Authentication Deprecation – Action Required
Hello Users, Snowflake has officially announced that username and password-based authentication will be deprecated by November 2025. You can find the official announcement [here]. If you're using a Snowflake connection in Zoho Analytics to import data,Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience
Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that youAnnouncing Agentic AI - Ask Zia!
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Zoho Analytics - Make text clickable in underlying data
Hi Community, I have a simple sales report based on a Invoice query table. I have included a link on to each invoice on the table and sent the Invoice number URL to the link. This works find in the query table, but when I click underlying data on theIs it possible to create a word cloud chart in ZoHo Analystics?
Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be ableIs it possible to pull the Zoho desk data into Zoho analytics in real time
Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?Missing information data Zoho inventory
there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les
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Tip of the Week - Spot Risky Sales with Conditional Formatting
In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to applyWhat’s New in Zoho Analytics – September 2025
Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expandedAnnouncing Agentic AI - Ask Zia!
We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.Invitation-Based User Access in Zoho Analytics
Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve securityZoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience
Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you
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