How to compare data from 2 different modules that are child to a parent module?
I am trying to create a report using data from 3 modules: Account (parent module) and sales orders (child module) and distributor tracings (child module). I want to create a bar chart that shows by account owner (x-axis) how many items they have soldHelp with Multiple IF Statements with IFNULL and age_months functions included
This is not working, and I need help fixing it, please. if("Commission Type"='MRC',age_months(ifnull("MRC End Date",now()),"Closing Date"*-1,if("Commission Type"='Both',age_months(ifnull("MRC End Date",now()),"Closing Date","")))) Basically, if "CommissionCall Result from Calls Module
The " Call Result " from the calls module does not show up under the tables, everything else does, is there a way to recitfy this?Contacts (Zoho CRM) table not showing up in Lookup menu from Accounts (Zoho CRM) Table
I am trying to create a lookup column using the Zoho CRM tables. In our CRM we have added a field to the Accounts module that is a Contact lookup field. That data is imported into the analytics table via the ID of the contact that was selected for theCannot Reorder Columns in Pivot View
Hi, I've created a Pivot View with a few columns, including formula columns that reference each other. Now I need to change the order of the columns (that is, I need to rearrange their order so that the first column on the left becomes the third columnNumber of Days calculation between two dates
Hi, In Zoho analytics I want to make a custom function to calculate the number of days between the current day (today's date) and the created time date of a lead. Purpose is to track leads that haven't been converted in a long time in a pivot table. WhatReplicate Zoho Books Customer Balance report into Analytics
Hello Zoho Team, I am trying to replicate Zoho Books' "Customer Balance" report into analytics using Query Tables. I have written queries to achieve the expected result but have not been able to replicate it fully. 3 queries I wrote contain: 1. QuerySales plan vs realisation
Hi! I have 2 tables, one with sales plan per person per product per month and second one with realisation of sales. To keep it simple: Sales plan Month Seller ID Item ID Target Value Sales realisation Date Seller ID Item ID Target Value Is there any wayIncorrect Grand Summary
In the above picture I have a table of lead conversions sorted by lead source. The 'Total Cost of Leads' and 'Profit' columns are report formula columns. The data in the column is correct but the grand summary at the bottom is applying the formula toAssign Color/Category to Data & Get Cumulative Count
Hello! I have a graph that shows a Lead Source, and I'd like to be able to color code these to show whether we consider the Lead "Warm" or "Cold". Is there a way to say "If Lead Source = X Y Z, show as blue" and "If Lead Source = X Y Z, show as orange",Percentage of working days
Hi Guys, I am trying to create a query that calculates the percentage of working days. So for instance in feb 2023 there are 20 working days (Monday to Friday) given the current date is 23 feb we have already had 17 working days including today. WhatGA4 to Zoho Analytics
Hello Zoho Team, I'm trying to connect to GA4 (Google Analytics), but I'm seeing that Analytics in the data import list is Universal Analytics after connecting (UA). Could you please tell me how can I connect to GA4? Thank you in advance for your support.The Marine Lighting Market Detailed Analysis Of Current Industry Trends, Growth Forecast To 2026
Summary: According to the new market research report “Marine Lighting Market” is published by Whipsmartmi.com Keywords: marine lighting market, marine lighting industry, marine lighting report, marine industry, marine applications market, CompartmentImport from Zoho Books to Zoho Analytics
Hello, I am with an issue here. When I import Expenses module in Zoho books to Zoho Analytics, the problem here is that the transaction date does not show at the Zoho Analytics for this Item, how can I add this column at the importation process?Determining similarity of two strings
I am trying to compare two data sets to find addresses that do NOT match, but ignore small things like punctuation and capitalization. For example, if one address is 200 W. 200 N. in one data set and 200 West 200 North in the other, that's fine. I justCustomer Spotlight💡: Zoho Analytics empowered 'Renu Energy Solutions' with AI driven analytics & real-time insights
Based in Charlotte, NC since 2010, Renu Energy Solutions provides high-quality solar power, energy storage and electric vehicle charger installations for Residential and Commercial properties, as well as full maintenance services. As part of its digitalAnalyze Business Scenarios?
Hi All, We are a small museum consultancy that works with small to medium-sized museums on business planning, strategic planning, and museum master planning. We are currently using spreadsheets to do this work. I am imagining analytics that could buildCustom Zoho CRM Fields Not Appearing in Zoho Reports
Hello, I added four custom fields to the Events module in Zoho CRM, which are important to us: When I went to Zoho Reports to build a report using this module, these fields are not available for me to select, as can be seen from this grouping of screen shots from the "Show/Hide/Reorder Columns" pop-up: I have created custom fields before and these always show up in Zoho Reporting. Please advise if there is a way to resolve this issue. Thank you, John GalichI am unable to understand IFNULL formula
Hiii I am trying to used IFNULL formula in zoho reports Please make a formula for calculation of sales amount Greater than 100 less than 200 condition in IFNULL Formula I have Attach my screen short for Your reference Waiting for positive ResponseCannot Share Dashboard to Viewer Roles
Hi, We have all Zoho Analytics users set up with the "Viewer" role/profile. I'm trying to share a dashboard view to only certain users (not all), but those users don't show up in the contacts list within the share form (please see the screenshot below).'Undefined' instead of a number in a chart
Hello, I have a table in one workspace (Workspace 1), which I imported in a second workspace (Workspace 2). I have created a chart from this table, however in Workspace 2, instead of numbers in the tooltip, it just shows 'undefined'. There are also noAdd imported data from Zoho Analytics to report on Zoho Creator
Hello, I'm trying to find a workaround to give users the ability to search inside subforms in Zoho Creator app. As suggested from Zoho support team, I'm trying to use Analytics to create custom reports. I did the following: I connected Zoho Creator withDashboard sharing filter
Hello, In Analytics I created a dashboard to see KPI's per salesperson. In that dashboard we have different reports created on visits (coming from Creator => "visit report owner"), Deals (coming from CRM => "Deal owner"). Currently I created this dashboardAnalytics Permalink Data Update Takes 20-30 Minutes On Small Record Set
Hi, I'm attempting to use Analytics Permalinks / Embed urls to deliver some charts and dashboards to a page on our site. My issue is the time it takes for the embeded dashboards to update once the underlying data is changed (either via API, import ofFill missing Values in data tables in order to show blank values on report
Greetings I'm working on a report to show employee attendance on meetings (based on time logs from zoho projects), when the employee hasn't attended a meeting (no timelog on task) there should be a blank left on the report on that task's point, but that'sFormula Column Assistance
Hi, I have a table with a date column consisting of 365 days. I want to add a column that converts our revenue goal per month to a daily goal and applies it to only the business days of the corresponding month. Thanks in advance!Forecasting with Analytics?
Hi I'm curious if anyone is using Analytics to do their financial forecasting, taking data from Zoho Invoices, CRM Deals, CRM Forecasts, and Zoho Subscriptions to provide an overall business forecast, or if this is even possible. We currently do a lotData Prep Suddenly Replacing Dates with Blanks in Tables upon Scheduled Import
This report is setup on a scheduled import I have not changed any settings, and the import has worked fine for weeks until today. All the date columns are being imported as blanks into the tables, but inside the data prep there is data. How do I fix?Do I have access to custom fields in SQL queries?
Hi all, Quick question hopefully: I have a custom field in Zoho Books: Credit Notes. The custom field is called "RMA". I'd like to create a simple SQL query that shows all credit notes that have "false" in that field. Query below: SELECT "Credit Notes"."CreditXL Lookup Function in Zoho Analytics
Hi I have a sales table and a fee structure table. The fee structure table sets out a monthly charge based on the volume of sales for a given customer. So, for example, I have: Fee Structure Table Customer Name Sales From Sales To Charge Customer 1 0Data Source fields with Zoho People
I am trying to change the fields which my Zoho People data source pulls in, however, it doesn’t allow me to change this. I can change fields for other Data Sources such as CRM and Desk. But the Data Source for Zoho People is fixed. I cant add or removeDesk FAQ Article views in Analytics
Hi, I am trying to report on the success of various FAQ (Knowledge Base) articles we have created in Zoho Desk. One of the metrics we wanted to track was the view count for each article. I can't see view count as a default option in the FAQ table in theHaving Trouble with usign Alias with one Table
Hello, Recently I have started having trouble using Alias with a table. Even when using the most basic of Alias, I still get an errorReport to Switch Columns and Rows
Hi, I am struggling to figure out how to put my data into a specific layout as I would like one row per question. So for example my data comes through per entry: Date Added Qu1 Qu2 Qu3 etc 14/01/23 3 5 7 15/01/23 1 2 4 16/01/23 4 5 7 etc I would likeIs it possible to make certain axis on charts ignore filters?
Greetings I was wondering if there was a way to make certain columns on axis ignore filter? i'm looking for something that is similar to the aggregate function "ignore filter" but it would be applied to column inserted on the chart, is there such a thing?Nested if
Hello, I'm trying to use a nested if as an agregate formula with an existing agregate formula, however I´m getting a message the specified formula is invalid if("SETTLEMENTS_ENC"."Testing" >= 600,1500,if("SETTLEMENTS_ENC"."Testing">=525,1000,500))SQL retrieving different data
case 1 - https://analytics.zoho.eu/workspace/143206000000002008/edit/143206000021753342 when I use text in the CASE statement, it retrieves only part of the data (being 90 the max. no. of lic.) case 2 - https://analytics.zoho.eu/workspace/143206000000002008/edit/143206000021753342New Features rolled out on Feb 21, 2023
Overview Effect for Charts To visualize reports with large data sets, Zoho Analytics has enhanced charts with new interactive options: the overview and scroll bar effects. These enable you to plot large data on a chart to get a clear picture of the peaks[Webinar] Humanizing insight delivery with modern BI & analytics platforms
Hi there! BI and analytics today extends beyond crunching numbers to deliver business insights, covering every aspect of a user's analytics experience. In that context, users are now looking for more consumerized experiences when interacting with dataCreating dashboard in zoho creator
Hi Folks, How to create a dashboard in zoho creator app using zoho analytics?Next 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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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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