Created at Month (Relative) Filter
Hi, I'm having an issue with the 'Created at: Month' filter when it is set to relative. Instead of pulling data that has been created this month (April 2023) it is showing me data created in April 2022 when this filter is used. I assumed that this filterAdd a row in Analytics
I've been trying to add a row in Analytics using the below code. orgId = "-----"; workspaceId = "----"; viewId = "----"; headersMap = Map(); headersMap.put("ZANALYTICS-ORGID",orgId); columnsMap = Map(); columnsMap.put("User ID","Hello"); columnsMap.put("User[Upcoming Webinar] Driving product usage and growing revenue using embedded analytics
Hi there! Today, we're seeing a growing importance for contextual analytics, as software vendors rapidly leverage embedded analytics as a key business competency. By providing deep analytical capabilities in traditional workflows, software providers are【ZohoAnalyticsの質問】複合グラフでの2軸のグラフ作成または別手段の表現方法について
現在ZohoCRM、ZohoCampaignsで管理している2つのデータについて、 相関関係があるかをZohoAnalyticsの複合グラフで表現したく苦戦しています。 データは下記のような2つのものになります。 1．母数が1,000～100,000になるCampaignsのメール配信数 2．母数が1～100ほどになるCRMで管理しているコンバージョン数 Campaignsでメールを配信した後にCRMのコンバージョンが伸びるので、 それを複合グラフで表現することで配信後どれくらいの期間コンバージョンが増えるのかや、New Features rolled out on Apr 03, 2023
New Business Application Connectors We are excited to announce the release of two new business application connectors. Advanced Analytics for Odoo Advanced Analytics for Odoo enables you to gain a complete view about your business operations. It helpsHow to display ZohoSurvey question text and answers in ZohoAnalytics
I am using ZohoSurvey to send surveys to my customers and get responses, and I would like to create a report in ZohoAnalytics that shows the survey questions and answers. In addition, since the survey questions are different each time, I would like theFormatting and Displaying Time in Zoho Analytics
How do I format a column in my data set to correctly display time or duration? I import the data every day from an external Excel spreadsheet, and the format in the Excel sheet is "hh:mm:ss" but when I import it into Analytics it's formatted as "dd mmmScheduled Emails Failing
We've had multiple scheduled emails fail to send in the last 24 hours. We get a "Email schedule failure notification" email but no indication of what the problem is. Why have these scheduled emails started to fail?Refreshing Zoho analytics queries
I have one master table and multiple child tables derived from that table. If i update the master table or create new master table and change reference of this new master table in the child tables, it throws error : The table 'XYZ' does not exist in this[Product Update] Supporting Notes data in Zoho CRM - Zoho Analytics Integration
Dear Customers, We are glad to announce the support of Notes data in Zoho CRM - Zoho Analytics integration. Please access the Data Sources tab in the left pane of your Zoho Analytics workspace and edit the Zoho CRM integration setup to select the notesTask/Notes
Is there a way to include the lead "notes" field to a lead task/activity report?How to I report on CRM Notes related to a custom Module?
I have a custom module (called Agreements) that I'd like to show the last Note added to the CRM record. As far as I can tell, Zoho Reports allows you to import custom modules, activities, events etc, but not Notes. Does anyone know how to do this? (I want to create a tabular report, one Agreement per line with the last Note as a 'Comment' column at the end).Is Zoho Reports Advanced Analytic Add-on to sync NOTES module into Zoho Reports available now?
Is Zoho Reports Advanced Analytic Add-on to sync NOTES module into Zoho Reports available now?Can I sync "Notes"module from zoho CRM to analytics
Hello there, We are sync'ing zoho crm and analytics in the workspace. However, I cannot find the "Notes" module option in analytics sync set up while there is a "Notes" module in zoho crm. I would like to do some analysis in zoho analytics, however thisNotes in integration with Zoho Analytics
Will the "Notes" field in CRM be available to upload into Zoho Reports so we can add notes as a feild in the reports?[Upcoming Webinar] What's new in Zoho Analytics: Q1 2023
Hi there! Are you looking to level up your BI game and stay ahead of the analytics curve? Look no further, as we are back with another webinar on What's new in Zoho Analytics for Q1 2023! Register now In this webinar, our analytics experts will discussComposition graph combined with a line graph
I want to build a combo graph with a stacked bar and a line graph together but for some reasons zoho analytics won't let me do it. It would be nice to have this feature in future.Filter by Date where Date is NOT EMPTY or blank
I'm trying to filter a chart but I need to return results where the date is NOT EMPTY or blank. I can select all the years like 2022, 2023 etc., but future dates might get added in which case I will need to edit the filter again to include those dates.Enable to interact multiple graph at time
We have observed that while creating dashboard we could not find the interaction options with multiple graphs at a timeUse data from analytics to create a form output
Hi On our analytics tables we collect data (narrative and other pieces of data). I would like to turn some of that data into an output that could populate a form-like document ie place specific fields in specific places on a dashboard-like output butDates Skipping when value is NUll
I am trying to combine two tables so I can create a burndown report for marketing budget One Table is "Marketing Burn Down Budget - Daily 2023" which is just a table that contains each day of the year, and starts at $500k then drops incrementally eachDuration format when importing data
I need to import time duration data into Zoho Analytics, but it says my format is incorrect. The format in my Excel file is hh:mm:ss and the format in Zoho Analytics is %H:%m:%s What do I need to do to get this working?How do i create Target sales objectives?
Hi Guys, I'm hoping someone can help me with a report I'm trying to build. We have a sales journey for our salespeople in this order: Apps Passed Packaged Offered What I need to do is create the current month's KPI based on the previous month's performance.Add a zoho analytics workspace as a data source in Zoho Analytics
Given the large number of data sources that analytics can support, it would make sense if it could support its own data sources. eg get data from other analytics workspaces (either on the same or different zoho account). That would allow businesses to take a subset of data from lots of existing analytics workspaces to build an executive view of the business in a new workspace. That would be an elegant solution as you could then manage user access and permissions based on each workspace. For exampleUnable to filter by pipeline in Zoho Analytics
Hi there, I want to create a report that shows the expected revenue per pipeline but there is no option to do it in Analytics.Extracting to file removes filters
Everytime i want to extract data board which i have filtered to send someone. The pdf automatically removes all filters. Please helpGrid lines for widget reshaping and placement
hi can you give grid lines in backround of in dashboard when we input widget line speedometer its size remains same for all speedometer grid line will help to keep all widgets in same size.Comparator in Analytics
I would like to create a Comparator in Zoho Analytics, similar to that in Zoho CRM (see the attached screenshot). Any idea how I can go about doing that?Role Management
I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-basedFill Null Values in Query with previous dates value
I am trying to combine two tables so I can create a burndown report for marketing budget One Table is "Marketing Burn Down Budget - Daily 2023" which is just a table that contains each day of the year, and starts at $500k then drops incrementally eachHaving Relative Date filter and Date Range filter in a dashboard
Is it possible to have both a Relative Date filter and Date Range filter in a dashboard? I have a Dashboard and by default all of my charts show yesterday's data, based on the default value of the Relative Date filter at the top of the page. I want toDisplay value of latest date in chart
Hello I am making a chart that sums dated numeral values. like so the X axis is a string corresponding to tax year and not a full date. however each record is dated by a date field. each record also contains a Stock Value numeral field. I want to display[Action Required] Requesting LinkedIn Ads integration users to re-authenticate your LinkedIn account in Zoho Analytics
Dear LinkedIn Ads integration users, This is an important update from Zoho Analytics. Due to some recent changes in the authentication process and policy in LinkedIn Ads - Zoho Analytics integration, we request users to re-authenticate their existing[Upcoming Webinar] 5 HR strategies for managing dynamic career trends with analytics
Hi there! As we move further into 2023, we can look back on the roller coaster that was the past few years, where businesses saw the peak of success as well as crushing lows. As a result of massive global events, businesses are witnessing an ever-evolvingAdded a field in CRM, and not showing up in my database
Hello, I recently added an equation field to the Potential module of our CRM that I need for reporting. Unfortunately it does not show that column in the database. How do I get an added field to show up so that I can bring it into Reports? I don't see that option. Thanks. ***After some searching, found the answer. 5. Can I add custom columns or new fields? Yes, you can add custom columns or new fields. Follow the steps given below to synchronize your custom columns into the Advanced Analytics Add-onCannot locate specific field in Zoho CRM data table inside Zoho Analytics
On Zoho CRM there is a field called "Validated date" (see screenshot) when viewing a customer's account details, and I cannot seem to locate that field / column in Zoho Analytics when trying to build my report. Any idea where I can find this field orCustomer spotlight: Norman Australia saves substantial time and money using Zoho Analytics
Norman manages sales and marketing in Australia, and has about 500 retailers around the country. The company uses multiple apps like CRM, financing software (Xero), Aircall, and an in-house company app. Their main objective is to categorize sales dataCombination Line and Bar Chart?
This very basic report option still isn't available. A year ago, this was "one of the most requested feature by our customer." Will we ever see this new reporting option? https://help.zoho.com/portal/en/community/topic/additional-graph-optionsWill I lose any queries, reports, etc if I re-authenticate in Zoho Analytics
I have a sync failure between Zoho People and Zoho Analytics. If I try to "Re-Authenticate" will I lose or corrupt any queries/reports that reference Zoho People?ZOHO CRM Campaigns Module > Reports
Is it possible to get Zoho CRM campaigns data into reports the same way that other CRM data is imported? We'd like to do some analysis on our campaigns activity and it would be much easier to do it in reports. thanks GuyNext Page
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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 data
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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
As we start a new year in 2022, here's some of our top moments from 2021. Zoho Analytics in 2021[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 PREMO
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