Embedding dashboard for mobile browsing
Hello folks, i successfully embedded my dashboard in my website via iframe, and works fine from desktop but is stuck from mobile. We cannot scroll the iframe and the reports are very heavy for the browser. Does anyone have a workaround that doesn't involve using the Zoho mobile app?
New Features rolled out on July 26, 2022
Advanced Analytics for Teamwork CRM Advanced Analytics for Teamwork CRM empowers you by providing deep sales analytics over your CRM data. This integration helps you to keep track of your key sales performance metrics and optimize your sales team's execution.
[BLOG] 4 Shopify sales analytics reports to grow your online store
There are many benefits to selling on Shopify—a full-fledged website builder, easy set up, a customized online store, and an extensive marketplace to cater to any Shopify store needs. The question, however, is how can merchants better translate these
Scheduled import using local database option (file location) and htm files
I am having an issue with the import feature available for scheduled file imports Background: My quality team uses a system called Gagepack. Gagepack will automate scheduled reporting and save them to our network as htm files. Unfortunately there is
Pivot Table color is grayed out
Pivot Table color is grayed out on dashboards for some reason. Even though they were created with different 'theme' color in the report view See images provided below First image is view on dashboard, second image is view from the report screen
Underlying Data
Hi, When I made a Chart or a View I used to click on the data I want to consult, and it brought back the information detailed and ALL the columns that were on the report or view data base, I just found out that now the same reports are just showing the columns that are in the view...is this a bug? o how can I add columns to those underlying consults.
Open tickets per day
Hi, Day 1 of working with Zoho Analytics for me. I'm want to create a dashboard with multiple widgets and bar sets on it. One of them is a Line chart with the following info: X-axis = first day of the month untill the last day of the month (so if i select
Exclude alpha numeric characters
I have fields with both numbers and letters in them. The length of both numbers and letters can vary. I am looking for a way to return the information as two columns - one for numbers, one for letters. Can anyone help please?
Create Report of Zoho Project Tasks with a certain tag
In Zoho Projects we use the tag field. I am trying to create a report in Zoho Analytics that will list out the tasks across all projects that have a specific tag but I am having trouble figuring out how the tags are linked to the tasks in projects. Can
Zoho Books - Payments Made does not Connect to Invoices table?
Hello Zoho team, We have set up a sync from Zoho Books for most modules including Invoices and Customer Payments. All our payments are always applied to an invoice. Using API we can always find the invoices that a payment has been applied to. However,
Zoho Projects Integration - Project Completion %
Hi everyone I've connected our Zoho Projects to Zoho Analytics to pull specific types of reporting. One area I am battling with is finding the field data that shows completion % of specific projects. In Zoho Projects I can see the complete % per project
Report of the Week: Top Tags in Zoho Projects
Advanced Analytics for Zoho Projects now supports the "Tags" module. This enables you to create reports over the Tags in Tasks, Bugs, Milestone, Projects and Timesheet modules. This week let's see how to create a report over your Tags data. Follow the
Logical Operators in Zoho Analytics Query
if_case ( "Customer Address"."Item Wise Weight" > 100, ("Quantity Ordered" * "Weight") * 30) as "Zone Cost" Hello All, Requirement is to check the weight of the item and add a custom rate as a different column, but the above query is resulting in the
Any Changes to Source Data File Requires Remapping in Zoho Analytics
I have set up scheduled imports of various tables from a master Excel spreadsheet to perform various Zoho Analytics functions. The problem I have is that if I make any changes to the structure of the source spreadsheet, Zoho Analytics stops importing
How to Remove Time from Current Date Function in SQL Query?
Hi, I'm writing a query that counts rows where the value in a date column is equal to today. When I use getdate(), today(), current_date(), etc I get a total of 0, because all of those functions return the exact current date and time, whereas the values
Change font and/or font size?
Is it possible to change font and/or font size in any of the report views? I've seen a few older post indicating that it may be a feature in progress. Has there been any progress? -Ken
Issue with SalesIQ/Analytics integration
Hello, I'm facing an issue with the integration of SalesIQ and Zoho Analytic. Our goal is to export SalesIQ data into Analytics, to analyse the people coing to our website. It is a really vluable tool for us. Everything was working well, but one day
[WEBINAR] KPI dashboards—an indispensable business enabler
Here’s an interesting piece of trivia. IBM once reported that 2.5 quintillion bytes of data are created everyday, worldwide. However, nearly 90% of that structured data goes unanalyzed. This data is known as dark data. Now let’s switch gears to your business.
Converting to one currency within report
Hello - my business has sales in various currencies - ZAR, GBP, EURO, CAD and USD to name a few. I have created a report that shows monthly sales by rep. It's made up deals in all of these currencies. I would like each deal to be converted to USD. Is there a way to do this using a formula column? If so, i'd love some step by step guidance. Thank you!
Change over Time Graph (or Trend Line Graph) of Daily Average of Staging Duration
I'm not sure if my question title does explain my issue but I will try to explain it in detail. We are creating dashboards which include staging reports created with data from Zoho Desk. The main report on these dashboards has a bar chart which shows
Spread value between start and finish dates
hi there. I have a project value, start date and finish date. I'm hoping to spread the project value evenly over the months in a chart, rather than the entire value being in Jan 2022 just because this is the start date. See attached what the chart looks
Relative Date Filter
The Tabular View report is a useful reporting tool, except you are unable to use 'relative date filters.' Can you please add a feature that allows for relative date filtering while using the tabular view report
Using chosen user filter as a parameter
Hi I have a report that is used to calculate profit over a period. One of the custom fields I have in "Accounts" is "Monthly rate". In the report I have a user filter that allows to choose the period of the records (work log) to show. However, if for
[Webinar] Project analytics: 360° insights for successful project delivery
Hi there! Project management is a key enabler for efficiently managing the volume and velocity of business efforts and delivering ambitious growth rates. By adding a layer of 360° analytical insights, project managers are better empowered to successfully
Highlight and Copy from Reports/Dashboards
The most recent round of updates has removed the ability to highlight and copy data from reports and dashboards. You can export or view underlying data and copy from there, but that is not very efficient when I just want to copy some basic info to an
How to apply a text-display formula on an aggregated value?
Hi, I've been struggling with a display issue on a report for quite some time now, but I can't seem to find a solution... Basically, my report has the X-axis with time-based values (weeks of the year), and the Y-axis with duration values (in milliseconds).
Tip of the Week - Report as Filter
" My dashboard is comprised of marketing data from multiple countries. I want the countries plotted in the reports to act as filters. Say, when I click on a particular country name, I want only the values corresponding to this country to be displayed
How to read backend data for reports?
Hi All - How do I analyze the data behind the "Average First Reply Time - Tier Report"? For example, we want to look at tickets that took over 24 hours to send a first time reply to. I clicked the icon that shows the reports that create the graph but
Union 2 tables
Hi Guys! Its me again.. I was trying to use the union all or union instruction but looks like there is an error there. Basically I have one table: Table 1: Document date / document type / customer / product / sales amount / Quantity / Margin / Cost /
Custom Percentage Formula as Data Label
Hello, I have a chart with 2 lines from 2 different custom formulas. One shows the $ amount of sales from our Top 5 Customers and the other shows the $ amount of sales from our Top 10 Customers. Right now the data labels just show the amount spent. I
Tip of the Week - View Underlying Data
The View Underlying Data option in Zoho Analytics allows you to view the underlying data of any data point in your view. To view the underlying data of a point (or bar, or cell) in your view, mouse hover the data point. The related information to that
Need help with date conversion - extract Month()
Need help with date conversion/math. Here's my code. The "Predicted Receive" is a simple CRM date field in a custom module. current_date() must be return a date-time and extracting "month" from "Predicted Receive" is incorrect...I think. SELECT Vendors."Vendor
If I want to schedule data into Analytics from Workdrive, do I need to keep the file the same?
I'm trying to draw in data from my Workdrive from a file that is updated once a day. However the file is larger than 10MB so the only way I can see to update the file is to delete the old file and replace it with a new one in the same place, with the
Sending scheduled reports multiple times a day
We are sending scheduled reports of tables. However, I can only send the report once a day if I choose the daily option. Since the data changes during the say, I want to send the report twice a day. Is that possible?
Error syncing data with Zoho Desk
Hello I am getting data synchronization error and I get the following error message. Currently the owner of Zoho analytics is the same as Zoho Desk and we are still having this issue. I need a quick fix as the issue directly affects the metrics we track.
Can you see custom fields created in Quickbooks in Zoho Analytics?
I have custom fields I've created in the invoice in Quickbooks Online that I'd like to use in Zoho Analytics but I can't seem to sync these fields in the Quickbooks/Zoho Analytics integration. Is this not possible?
Your Zoho Finance account does not have the required access.
I'm trying to create sales reports using Analytics, synced with our Book. However, the sync keeps failing. When I try to edit the connection I get the following error message "Your Zoho Finance account does not have the required access.".
Invoice Item and Description Field In Zoho Reports
In Zoho books, we populate item & description fields for our invoices. See screen shot attached. We do not use invoice items, we simply write in the details of the products (we make custom products). In Zoho reports, it doesn't appear that this information is available. Ideally, these would be available as columns within the Invoice Item table. Right now "item name" exists, but it is only populated if it is linked to an invoice item. I'd love to know where these values are made available in Zoho
Warning [400] Bad Request: POST https://analytics.zoho.com/connwebhook?ZOHO_ACTION=WOOCOMMERCENOTIFY&CONNDBINFOID=
hello i am trying to integrate my woocommerce store to zoho analytics. for months now every time i tried, we are gettings thosands of: Warning [400] Bad Request: POST https://analytics.zoho.com/connwebhook?ZOHO_ACTION=WOOCOMMERCENOTIFY&CONNDBINFOID=XXXXXXXXXXXXXXXXXX
How to embed the same chart multiple times in a dashboard but with different filters
I have 6 machines... and a chart that shows multiple temperatures for each. I want a dashboard that shows the same chart 6 times, once for each machine. Seems like the only way is to create 6 copies of the same chart with a hard-coded filter in each.
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