How to USE SUM in Reports
Hello Zoho Analytics Team: Is their anyway to use the sum created in this report in formula? I can't seem to be able to access this Sum at the amount columns can you please help! Thank YouCalculate Sales comission by vendor data from Zoho Books
Hi, I am trying to create a report with the sales comission by vendor. The data comes from Zoho Books but I am unable to do the logic The sales report has to be like this - A table with the actual month and the month before - If the invoice amount onHow to view dependency of a table - the FAQ article method is not working
I have already read this article: https://www.zoho.com/analytics/help/onpremise/database/viewing-database.html#dependency-details which explains how to go to More > Dependency Details. This is not working for me. I am on Table A and the Dependency DetailsAn item with the same key has already been added.
i am using zoho analytics for fetching data. I have used sql queries for fetching data. I have 45 tables and I have used for loop for getting data from all tables. I can get data for the first iteration. For the second iteration I am getting error as,New Features rolled out on Jan 08, 2021
Zoho Expense - New Addition to Zoho Finance Analytics Now Zoho Finance Analytics extends support for Zoho Expense services (in addition to Zoho Books, Zoho Invoice, Zoho Subscriptions, and Zoho Inventory). With the Zoho Expense advanced analytics connector,New Features rolled out on Dec 14, 2020
Merging User Filters Enhancement Merge User Filters in Dashboard has been enhanced to support all data types. Previously, only text column based user filters could be merged. Now you can merge user filters with all data types such as number, date, email,SQL Help - Find number of days it took to pay off an invoice
I would like to collect data on how long it takes to pay off invoices. Ultimately, it will be aggregated by customer but for now should return each invoice. For example I would like to see results along the lines of: Invoice ID - Days to pay 123456789How can one make a copy of a table?
I have a table that contains custom formulas. I would like to make a copy of that table, so that the new table contains all of the same column definitions and formulas as the parent table. Is it possible to do this?Zoho Books data source - Cancelled write-offs and adjustment dates
Where can I find log information for cancelled write-offs and adjustment dates? I see both of those pieces of data in Zoho Books but I can’t find them in any data source. Is there a log table I can use in Zoho Books? SellersCNAME mapping in AWS
Can we do CNAME mapping for white label solution on AWS?What is Vendor ID for Analytics
I have data imported from Zoho Finance and all the invoices have a "Vendor ID" associated. I checked and it is not the User ID of the users in Zoho Books. Where can I find this Vendor ID?Cant seem to Add Data Source for SQL Server using 2nd Database ?
Problem : I have added an SQL server data source with the connection to an SQL Database "1" , imported tables etc etc , all good Now I want to Add a new data source so that I can connect and import data from a different SQL database "2" (on the samePopulate a column with specific text based on numerical number in another column ?
Hi there , very new to ZA sop forgive me if this seems simple !? I have an imported table accounting entries with one column in the table being "Account Code" I have added a new column ("Account Group" which I would like to contain derived text (beingZoho Analytics connector to Zoho Books - Create Invoices from Data in Analytics
I have created a View in Zoho Analytics that is a summary of "Previous Month" support Hours by "Account Name" - I want to ingest this data into Zoho Books and produce a single invoice for each "Account Name" with each unique TicketID (ROW) as an itemCompare 2 years of data
Hi there How do I create a report that shows me the sales revenue for 2019 and 2020 and then a column that shows me the difference. I have everything except knowing how to calculate the differences between actual columns Thanks MikeSame report, multiple times (with different filters) on one dashboard
I have a sales report that I want to put on a dashboard 3 times, showing different filters – 1 showing yesterday, 1 showing week to date, 1 showing month to date. Do I need to create 3 different reports from scratch or can I save the same report 3 timesConnect Airtable to ZOHO Analytics
Hello everyone, Excited to share a new tool we built to connect Airtable to Zoho Analytics - Sync Inc (https://syncinc.so). With a couple clicks, we'll setup a hosted Postgres follower database containing all your Airtable data. We keep your databaseHelp with dashboard creation in Desk
Hi There, We currently use Spiceworks and I am now testing Zoho Desk as it has more features especially SLAs and reports. Attached is a dashborad we use quite a lot as our agents need to make sure they complete 8 hours or work Mon-Thurs and 6.5 on a Friday.Tip of the Week: Numeric, Currency, and Date Range Filters
Zoho Analytics' chart filters allow you to filter numeric, currency, and date values on a range basis. When you add a numeric and currency column as a filter, the Range section of the Filters tab will allow you to filter data based on numeric ranges intoAnyway to join CRM Accounts in Zoho CRM to Projects in Zoho Projects?
I don't see any ID or field besides using the name to perform a SQL join between the Accounts table and any table in Zoho Projects?[Webinar] 2020 Rundown: 40 Key Features In 40 Minutes
Hi there, Let's gear up for 2021! At Zoho Analytics, we're consciously realigning our efforts to meet your ever-changing business needs, amidst today's looming uncertainty. We're more excited than ever before to help you transform your business with powerfulAuto Decimal Function
I'm just wondering if anyone else is affected by this? Following an update last week a lot of my already created reports have suddenly started showing decimal points at the end of a table row. e.g. If a table was showing 2 visits - it's now showingLogical Problem Parsing Data
I'm having a problem conceiving of a solution to this problem and I'm hoping someone out there can solve this one. I am trying to display attendance data (in this case it's weekly, although that's not really relevant). My data looks something like this:Adding Totals to Summary View
I have created a table using the summary view, but I cannot find how to add a total to the columns. You can easily do this in the pivot view, but you lose the ability to do conditional formatting in the pivot view. The theme in the summary view appears to show a total row, but no total exists. Please see attached picture for reference. Thanks for your help.Make a graph out of a table
Can you make a graph out of a table? Essentially treating the table as a data set? If not, can that be changed?Distinct Count with Nested If Aggregate Formula
I'm trying to build an aggregate formula to tell us how many Policies we have that are in Active Status (Insurance Policy Data). I need it to be an aggregate formula so I can use it in pivot tables in conjunction with other formulas, and build other formulasPivot Table User Filter Missing Values
Hi, I have created a pivot table report in Zoho Reports and added a user filter (very cool feature). Unfortunately, the filter does not show all available values. It only shows the first 100 values out of 123 possible. Thanks, JeanneHow can I resolve an Unix Time Stamp?
I extract data from a database and place it directly into a table in Zoho reports where I can then make my reports I require. All was going well till they updated the database for the application I extract data from. The date stamps use to be YYYY-mm-dd but now they have made the Unix or epoch based. As a result I cannot seem to get the date columns in my Zoho table to populate with the date and time :( Is there a format the I can set up the columns for dates to be so that when I extract and upload,CRM & Analytics Lookup
Guys, This seems to obvious I must be missing something. After designing and populating our CRM database, I'm now ready to jump into creating reports and dashboards. I created a Zoho CRM datasource and synced all tables modules and fields in my testAsk the Experts #14: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We're hosting the online community event Ask the Experts #14 on 21 October 2020 between 05:00 AM - 10:00 AM PDT. If you've had any questions about the Zoho Analytics features or prefer to learn more, join the discussion with our product experts.Duplicating and referencing datasets
I am moving from PowerBI to Zoho Analytics and while I find Zoho easier to use in many ways, there is one function that I use in PowerBI that I have not been able to find in Zoho. I have several data sets that I need to modify in different ways to getAnyone else have their tables, reports, queries, etc deleted last night
Last night Zoho deleted over 200 of my queries and reports. I have been able to recover some. I believe it has something to do with the Zoho CRM data source. Did anyone else have this issue?sum columns and convert the total to h: m: s
hi, I have a column containing a few SECONDS, is there a possibility to add the entire column and turn the result into TIME (h: m: s)? I saw that using the aggregate formula to add to the sum () function, and using the sec_to_time function, I can convertMatching a package with sales order table
HI, I imported Zoho Finance (sales order, package, package items tables) into Analytics. I need to know which package is linked to which sales order (as displayed in Books). Which table I am missing to import ? I need to tell my superadmin to enable it.Convert hh: mm: ss (STRING) to second in Zoho Analytics
Hi, I have a variable of type STRING containing information hh: mm: ss, is there any formula to transform this STRING into seconds of type INT in Analytics?Microsoft Dynamics CRM connector. Issues.
Hello. We are trying to establish connection with Microsoft Dynamics CRM and experienced issues. Our version is: Microsoft Dynamics 365 Version 1612 (8.2.5.4) (DB 8.2.5.4) on-premises. After entering of login credentials to Microsoft auth form we getMapping customer data by Indian Zip Code
I have a large customer base from India, and as part of their KYC, collect their zip codes. I would like to get a visual map of where my customer concentration is, and other customer related stats. Is it possible to use zip code to create a spatialEmbed Zoho Analytics Dashboard to Sharepoint
Hello, I created a dashboard, then I want to embed this DB to my sharepoint site and share to my colleagues who have permission on this site. I already added analytics.zoho.com & zoho.com also to allowed list of Sharepoint settings site followed the instructionAsk the Experts #15: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We're hosting the online community event Ask the Experts #15 on 25 November 2020 between 05:00 AM - 10:00 AM PST. If you've had any questions about the Zoho Analytics features or prefer to learn more, join the discussion with our product experts.[Webinar] 5 Ways Augmented Analytics Will Drive Faster & Better Decision Making
Hi there, Over the last decade, self-service business intelligence has brought analytics to more users, but data-driven decision making still isn’t as pervasive as it should be. Next-generation, "augmented analytics" capabilities are finally emergingNext 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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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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