Zoho Analytics Dashboard - Export to PDF
Hi, I have previously created a number of dashboards that are shared via email as PDF attachments. The PDFs are all exported using the Layout as Dashboard option, generally this has been reliable. The latest dashboard isn't behaving correctly on export,Looking for someone good with Zoho Analytics
Looking for someone good with Zoho Analytics, can organize tables, create relationships and ensure database is up to standard.White dashboards
Hello, Since a few days I cannot see the dashbaords anymore. Only white screens Can you help me please ? ThanksDashboards 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. AfterCreating 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 analyticsDashboard widget for same day last week
Hi, Just wondering if it was possible to have a dashboard widget that would get the data of a sales amount from yesterday, say Wednesday in this case, and compare it to the same day, Wednesday, from the previous week only? ThanksHTML links in column
I am importing this date from a Zoho Creator view via a CSV feed. The Link column is from a field in the Creator view that is of "URL" type. How do I get the column to display the link as a HTML clickable link? I do not see an option to set a column to 'Link' type.How 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 displayAggregate Formula for rolling 12 months
Hi I'm trying to change this YTD formula to be for the last rolling 12 months. I though that I could use a calculation on the Fiscal Month Number parameter but I can't find the right formula: YTD(count_if("Tasks (Zoho Projects)"."Status" = 'Closed' ANDEnhancement Suggestion: Tabular View Report Adj Header Row Height, Text Wrapping
The Tabular View Report is incredibly useful. However, even if you adjust a query to display a shorter version of the field name at the top of the column using the "As" statement, often the width of the field name is much wider than the data in the column. So it would be really helpful if you could have either adjustable row height for the top row or text wrapping with an automatic top row height adjustment that would allow for the field name to be displayed at any column width. This way youQuery That Is NOT A CASE SENSITIVE QUERY
Hi, How do you create a query that is not a case sensitive and will show all data that has the same value from the first word? For Example ================= | ID | Account Name | --------------------------- | 1 | Mike Studio | | 2Limiting Access to Specific Tables in Analytics
I have multiple lead resources that need to create/maintain reports/dashboards for their areas. I want to limit the data tables they have access to, they should not see sensitive data, etc. from other areas. I don't want to manage multiple workspaces.Migrating Zoho Analytics Integration from Google Universal Analytics (UA) to Google Analytics 4 (GA4)
Dear Customers, As Google announced, the deadline for migrating from Universal Analytics (UA) to Google Analytics 4 (GA4) is approaching. In light of this, we would like to provide you with updated instructions on how to handle the migration of reports[Upcoming Webinar] 5 key practices for building informative analytics dashboards
Hi there! In today's data-driven world, the ability to deliver and consume insights in a concise yet effective way is crucial for businesses. A well-defined dashboard serves this need by facilitating a central hub of data insights that provide an at-a-glanceZoho Analytics report alerts - support emailing a CSV file
In Zoho Analytics report alerts, there is ability to send an automated email with an attachment but the system does not give you an option for what file type to use for the report. It defaults to an HTML attachment. Instead, can you provide capabilityUnderstanding trend line coefficients
I have a graph where i need to understand the trend. The graph is fairly simple, and the trend analysis should be linear, so y = ax + b. So for the below graph i would expect something like y = 16x + 5 (approximately) When I look at the details for theHow 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 RavindraNew 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 formulasReport 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 impactMap-Pie chart / Slice Sizes all equal
Hello I am using the Map-Pie chart with a custom image. The image is below, and is a blueprint of my manufacturing floor for my machine shop. Each Box represents a different machine. Inside each box I have mapped out pie's charting the hours worked byIntegrating Page Speed into Reports
Does anyone know how to integrate Page Speed Insights into Zoho Analytics reports?Is there any table or field to find out which projects are associated with a recurring invoice in Zoho Finance?
Is there any table or field to find out which projects are associated with a recurring invoice in Zoho Finance?SalesIQ 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.Tip 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 difficultMatching 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 reportsDashboard 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 MarcTrying 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 allRegarding 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,Solution 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, HasanTip 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 businessesTip 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 appliedNext Page
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[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 inZoho 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.
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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 maintenanceCase and Left Join Problem
I am attempting to find the cost per lead, however they are on different tables. I am using the Case and Left Join Functions to do so. The following Queries are working correctly. These are below: SELECT "Campaign", COUNT("Id") AS 'total_leads' FROM "Deals"Sending two different reports through one e-mail schedule
Hi. I have two different reports which I want to send to someone. However, I don't want two separate emails, but only one. Is this possible?Create 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 processesAnalytics report issue
Hey, does anyone know why suddenly our Analytics report goes blank whenever we add a field from the contacts module? It shows when adding fields from all other modules. Thanks.
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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 constructingZoho 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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