Compare sales YTD with same period last year
Hi How do I compare sales to date this year with the same period to date last year? ThanksGlitches on dropdowns
Hello I have a couple dashboard published. Some of my buttons and drop downs are not working - clicking on them does nothing. When I use the dashboard in the development space everything works fine, when editing and viewing. My dashboards are added toColumn 'Goal category' missing in data connector between Bing Ads and Zoho Analytics
Hi, I've set up the data connection between Bing Ads and Zoho Analytics. All kind of tables and columns are synchronizing at the moment. However, I am missing the column 'Goal category' to determine what kind of conversion it is. Where can I find thisHow to use OR when filtering using two fields
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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 andreports Zoho analytics
hello need a customised report showing sales order value and purchase order value , please look at the attachment and advice if that is possible with Zoho analytics or any other way , thanks.Conditional sum with average
Hello I have date, value, and category columns. I need to create a formula where I sum the values for every month for each category in the data set . I then need an average of all these months for the given year (or period), separated by category, whichCities appear in the wrong countries
Hi, I have a small problem/question. I'm making a graph to show the cities where parcels are shipped to, but the problem is that South Africa have a lot of names that also appear in other countries in the world and it selects them over South Africa. DoesAdding marker to timeline on graph
Hi, Is it currently possible to add a marker to a graph? eg tracking (y) over time and an anomalous spike occurs it would be great to be able to add a marker at this point and a note detailing a related event. Cheers, JamesHow to get tickets violated and non-violated stats?
I'm trying to build my own SLA Dashboard in Zoho Analytics, as per the SLA Dashboard in Zoho Desk. However, I'm not getting the same stats as the SLA Dashboard in Zoho Desk. I would like to know how the SLA Dashboard in Zoho Desk is calculated and howAny Way to embed report on website (wordpress) and show dynamic data to different users based on wordpress login email?
I know that when we share a report/dashboard, we can set filter parameters that take dynamic values, such as filtering the dashboard data based on zoho login id/email. Is there any way we can similarly embed a report on our website, but dynamically filterShow percentage of constant value threshold in bar chart?
Is there a way to show a bar, in a bar chart as the percentage of a constant value-threshold rather than just show a value of the bar itself? IE, if I have a sales goal of 1,500,000 per day, and the bar chart shows the total sales sum of each day - isHow to: Create Tabular report of non-matching column headers from header table and deals import
We have a vendor that we need to provide sales data to in a nightly report csv file. We need to produce a csv file of all Deals created for the day within certain criteria. As in: "Form Type = wexham" and "Deal Disposition = Approved" for the date ofFormula of Average
i have a column of permit_number and first_approval_date i need to show the bar report of average count of permit_number per month wise in that what can i do, for example if i need to add a new formula column for the average count of permit_number byDescription not showing in dashboard
I created a report that has a description and after adding the report to my dashboard, the description is not showing in the dashboard, but in view and edit mode. When I shared the report publicly, the description shows but not when the report is partAverage based on Distinct Values
I have a table that looks like this: JcId Days 214 4 214 4 210 0 When building a new chart, I want to find out the average days based on the distinct values of the JcId column. How can I achieve this as an aggregate formula? If I just drag the Days toIssue connecting to API on another site
Hello, I'm new to SQL and calling API's - it looks like Zoho Analytics can help me a lot. I'm wanting to import my data from https://convexvalue.com/l The SQL/API documentation can be found here - they have an example JSON query. https://convexvalue.com/docs/#/sqlAPI problem request
I'm Brazilian and I don't speak English, I'm sorry if the grammar is incorrect. I'm trying to consume Zoho Analytics API to send data to a table. The idea is to make a routine that will be executed every day to send the updated data. But when I try toPrivate Links Available In Basic & Standard Package
Hi Everyone, I would like to know how many private links are available in the Basic & Standard package.Missing fields in Zoho Analytics for Overdue Tickets
I'm looking for two fields in Zoho Analytics namely Is Overdue Is Response Overdue These fields exist in Zoho Desk but not in Zoho Analytics, and I require them in order to replicate a report in Zoho Analytics that I built in Zoho Desk. Any idea whereB2b Sales timeline filter issue
Hello Team, We are into b2b our sales cycle if minimum 3 month, I am trying to create report to get the conversion ratio as follows Deal Created Date Deal Close Date Conversion Ratio 10 deals ceated 2 deals closed xxx Now the challenge is when I applyChanged Lead Source in Zoho CRM not syncing to Zoho Analytics
Hi, I've setup Zoho CRM. I've setup Zoho Analytics. I've added Zoho CRM as a data source for Zoho Analytics. The information has synced across. I have now had several days of automatic updates between Zoho CRM and Zoho Analytics. Most data seems to be[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 themSort a pie chart legend by the count
Is it possible to change the sort order on a pie chart to list the values in order by the count vs. alphabetically by the name?Pause All Imports
Is there a way to easily pause all imports into a workspace? Like a toggle off switch? ThanksAnalytics : 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 ?Aggregate function to count current month leads.
count_if(date(("Join Leads & Opportunity"."Leads.Time")) = 'current month')How to get data based on current month using queries
My time field has date and time both. SELECT count("Id") FROM "Leads" where "Time" = month(now())New 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 managementHow 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.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 reportsData Validation - Date Range
I have a table in Zoho Analytics that I manually add records to: UserName - StartDate - EndDate ExampleData: JoeSmith - 1/1/20 - 6/1/20 JoeSmith - 6/1/20 - 1/2/22 JoeSmith - 7/1/20 - 1/2/22 Is there a way to prevent the last entry from being entered/savedZoho Analytics Pivot Table
We are trying to generate a sale analysis reports for all the customers in Zoho Analytics Format of Report: <Customer Name><Invoice Numbers><Items> But when we are generating the report, we are taking base table as invoices. We can see only customer IDGraph Data Load Time
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Currently Zoho Analytics is failing to sync from an AWS source as the process is placed in the status 'In Queue' and remains in that status for so long that the sync fails due to "Taking Too Long". This seems to happen every 7 to 10 days and can lastFormatting and conditional formatting for multiple columns
Dear Zoho, we're building user retention views where large tables have data where we need to color code the background depending on value in a field. We also have to change the data format (to percentage), and set the digits shown (to 1), and then createNext Page
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How to create comparison time periods like these examples
In a Pivot Report I would like to be able to select any date range and show a set of metrics for that date range e.g. revenue, orders, units sold. I would then like to be able to compare to the previous period based on the amount of days on the selectedIs it possible to have an Aggregate or a formula data column that only sums subtotals?
So I am trying to make a data columns that would only sum the subtotal. let me explain, I want to sums the hours worked of employes. I also need to split the hours when they reach 40 hours into another column. I can make this work perfectly with formulaMake Widgets Clickable or Copiable
Hi, I created a KPI Widget in Zoho Analytics whose content I would like the users that see my dashboard could copy or click and be redirected elsewhere. Yes, I'm aware I can create a Text Box for that instead of a Widget, but the problem is that the linkContextual Information when Apply Filters
Hello, Let's say I had a pivot report looking at an "Accounts" table, if I had a user filter to select a specific account. When a user hover overs an individual option in the "Accounts" user filter, is it possible to have a pop-up display with additionalHow can I find invisible characters in my Deals table?
Hi, I'm using Zoho Analytics to investigate some formatting issues we've come across in our Deals from Zoho CRM and it seems that something's wrong with some of our records. Although we defined a global set to pick from in our "Lead Channel" picklist,
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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 constructingZoho Analytics: 2021 Look Back
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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 PREMO
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