How to fetch Vendor Bank Details i.e. Bank Name, A/c No, IFSC from Zoho Books to Zoho Analytics
Hi, I want to generate a report of Vendor Payments containing Venodr''s Bank details with Bank Name, A/c No and IFSC. But, can't see such fields in ZOHO FINANCE Data Source.Passing Parameters to Report URLs
I was wondering if it is possible to pass a parameter to a report so you could filter based on the parameter. So let's say you have a report that has different Codes....High, Medium, Low...and you only want to show data that has a code of High. So you have a link to the report as such:- http://reports.zoho.com/ZDBDataSheetView.cc?OBJID=1111111111111&STANDALONE=true&privatelink=2222222222&ZDB_THEME_NAME=blue&REMTOOLBAR=true&Code=None Would be good if there was the ability to pass the Code=None queryRestore data of ZOHO Analytics
I did a data synchronization of ZOHO CRM to ZOHO Analytics where I unmarked a some tables in the synchronization, this action deleted graphics, dashboards and querys in my ZOHO Analytics account. In the trash are my graphics, dashboards and querys but I can't restore. I received this error: Sorry, view(s) cannot be restored. All or some of the selected view(s) have dependency over deleted columns of tables in a integration workspace (setup pulling data from another application), hence cannot be restored.Zoho Analytics - Conditional Formatting in a Table
Conditional formatting can be done only against absolute value and not relative value when creating a table. This is quite misleading when we are looking at data for a set of time periods. The red/green up/down arrows are all showing in comparison with an absolute value that we feed in the background and not in relation to the value of previous time period. Please suggest if there is any way to do conditional formatting with relative values.Remove unnessary date-time from X axis
How can I remove the unnecessary date-time from the X axis and only display the date-time for actual points on the chart? With Analytics randomly filling them in, it make the chart very difficult to read (see attached screenshot).Ask the Experts #10: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We're hosting the online community event Ask the Experts #10 on 24th June 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. Start posting your questions right away! We're looking forward to have an interactive session. Note: This isn't a webinar. This Q&A discussion happens right here on the online community forum. To participate, post your questions as a comment belowMargin calculation in pivot
Hi, I'm trying to add an aggregate calculation to a pivot table to calculate margin percentage. I'm adding the following formula: sum(("Sales Price" / "Cost Price" - 1) * 100) This does not seem to be working on aggregated levels. I have for an example a sales price of 10027 and cost of 9780. The calculation ends up with a result of 87.51 (would expect 2.5). Are there another solution to do this?[Webinar] Align IT monitoring metrics and business KPIs using Advanced Analytics
Hi there! The rapid shift in the way organizations function in the current business world is driving them towards data-driven decisions to ensure uninterrupted operations. Join this webinar to learn how integrating Site24x7 (an IT monitoring solution) with Zoho Analytics (BI and analytics software), gives you a complete overview of your IT monitoring metrics and relevant business KPIs. These exhaustive business intelligence reports and dashboards can be used to correlate data and make better businessLoad all data not only filtered data on refresh
Hi, Currently I do auto refreshes from Excel files i have on my OneDrive, sometimes those Excel files can have a filter on one of its columns and when ZOHO refreshes only the filtered data is loaded into the table, is there a way that all the data from the Excel file is refreshed every time nonetheless it has a column filtered or not? Thanks in advance!New Features rolled out on June 11, 2020
Fill Chart with Pattern Now you can apply attractive patterns over your chart to enhance the visual appeal of your chart. You will find a set of prebuilt, pattern-based palettes. You can also create your own pattern palette to apply in your chart. This feature is of immense benefit for users with difficulty in identifying colors. Click here to learn more about the Pattern Palette. Import Data from Cloud Databases into an Existing table So far, Cloud Databases were listed as data source only whenHow do I change the default date format for the entire organization?
We're located in the US but Analytics is showing dates in dd/MM/yyyy format which isn't the US format. How can I change the default date format to MM/dd/yyyy for the entire organization in Analytics? I know how to format a specific date column in a table but I don't want to have to do that for every date column every table we create. I need it to default to MM/dd/yyyy. Thanks!Date issues with INNER JOIN
Experiencing a date issue when using INNER JOIN with zero results appearing. My table looks like the following and with a sub-query to find the latest "entry_date", then grouped by year and month and finally joined to the table to display the latest_date, type and amount. Original table entry_date (Date) amount (Currency) type (String) 2020-01-31 $1000 Income 2020-02-04 $2500 Income 2020-02-29 $3200 Income 2020-03-10 $2600 Income 2020-03-31 $4400 Income 2020-04-10 $2100 Income Expected output latest_dateHow to add numbers instead of concatenating them?
Hello, I am having a very strange issue where two Decimal Numbers are being concatenated instead of added together. In my query I do the following: SELECT "A", "B", "A"+"B" FROM Table An example result that I get is: A B A+B 2 5 25 The expected result for A+B should be 7, not 25. It seems that the SQL is treating the columns A and B as strings instead of numbers. I've tried wrapping them in the to_decimal(), or cast(), and they have the same result. Does anyone have any ideas?Schedule Email Help
Hi If I select email schedule for a report to go every 4 weeks do I need to set the report schedule that week to start? As I have 4 reports that are rotating (Report 1 - Week 1, Report 2 - Week 2, Report 3 - Week 3, Report 4 - Week 4) - they just rotate like that, not according to the week number of the month. For example, I have one report to be scheduled to be sent this friday and every 4 weeks after that. I assume I can set this report schedule today for this week. But I have another reportCustom Group of States Filter
Newbie here to Analytics. I've built a basic dashboard that gives us a good amount of what we need for a project, but I'm struggling with something that I'm not sure is possible. We have reps who handle groups of states and I'd like to create a custom filter for each of these groups that filters the Dashboard data to the relevant data. For Example: Group 1: NY, CA, TX, FL Group 2: NC, GA, MI, OH I'd like to create a filter labeled `Division` that has options of Group 1, Group 2, etc which updatesSQL Cumulative sum.
Hello guys, how are you doing? Thanks for the time answering this. I want to make a cumulative sum using a sql statement. Can you help me telling whats the error in this formula: select "data da operação","Cliente", (select sum(x."saldo inicial") + IF(x."TIPO"='SALDO INICIAL',0,if(sum(x."Quantidade")=0,sum(x."profit"),0))as "Patrimônio" from "Futura Completo" x where x."DATA DA OPERAÇÃO"<= "DATA DA OPERAÇÃO") as teste from "Futura Completo" order by t."DATA DA OPERAÇÃO" ? Tks Guys Leonardo HermosoAsk the Experts #9: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We're hosting our next online community event Ask the Experts #9 on 27th May 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. Start posting your questions right away! We're looking forward to have an interactive session. Note: This isn't a webinar. This Q&A discussion happens right here on the online community forum. To participate, post your questions as a commentTip of the Week - Auto Analysis
Are you left pondering over a pile of data tables often, and thinking where and how to start creating reports and dashboards in Zoho Analytics? With Zoho Analytics' Auto Analysis option, you need not have to worry about it anymore. What is this Auto Analysis option all about? Well, Auto Analysis is one of the many areas where Zoho Analytics uses MI and AL techniques to automatically generate a variety of most relevant reports and dashboards on a given data set. This helps in reducing the time takenQBO Profit Margin Formula
I am trying to get a column to display Profit Margin as a %. I can get the right amount in $$ but the % is showing up inaccurately. Any Ideas? The Est Revenue is $18750, the cost is $8052.50 - Profit is $10697.50 and corresponding Profit should be 57.05%. This formula returns a value of 7.28??Email Schedules
Hi Is it still the case you can only have 5 recipients for each email schedule (so if I require 10 people to receive a remport every week, I need to have 2 schedules) - this is a little ridiculous given that we would need to pay for extra email schedules because you can not send to as many recipients as you want like in the CRM Thankyou NatashaCreatng/Updating a Table via API using a JSON (PHP)
Hello! So I've been attempting to import/update data into Analytics in PHP via its API, but I haven't been able to make the functions from the Library file (ReportClient.php) provided by the documentation (https://www.zoho.com/analytics/api/#php-library) work. For example, when trying to use the createTable() method, it says it needs these 2 parameters: - The workspace URI - How exactly?: "https://analytics.zoho.com/workspace/XXXXXXXXXXX"? Just the workspace ID? Or is it something else? - Table structureSum of aggregate formula column?
Hi! I created an aggregate column to take quantity * cost. The table however is not summing the total of individual items, rather it is multiplying the sum of items by the sum of cost. Is there a different way to set this up? Quantity Ordered Cost Total (Aggregate formula) Product 1 6 22.65 135.90 product 2 24 21.65 519.60 Product 3 42 2.25 94.50 Grand Summary: 72 47 3351.60ZOHO Expense Integration with ZOHO Analytics
Dear Team, we like to integrate the ZOHO Expense with the ZOHO Analytics. Kindly guide us for the same.SAP Business One SQL connector
Hello, is some solution to connect ZOHO Analytics to SAP Business One database? We wanna analyse data via ZOHO. There is any connector prepared for SAP B1? Anybody knows? Any idea? Thanks.Zoho Analytics Average issue
Hi guys, hope you're well.. I was trying to create chart with average price, average cost but there is a problem with the average in Zoho analytics.. If I create the same table in excel but in Zoho Analytics there is a few difference .. and in this point cents are important. 23 Zoho 1.91 .69 2.60 23 Excel 1.73 .63 2.73 same table, same information.. anyone with the same problem ? At this point I don't trust in Zoho anymore..Report of the week - Geo map chart
Geo map chart, as the name suggests allows you to visualize data with geographical coordinates. Currently, Zoho Analytics can auto-identify Continents, Countries, Counties, States/Provinces, and Cities. Apart from this, you can also create a map chart using the Latitude, Longitude and Zip Code data I have geographic information in my dataset, can I create a map chart? Yes, you can. To do this, you first need to change the data type of the column. Right-click the column name and select Change DataZoHo vs Microsoft Access
Does ZoHo have an app that is comparable to Access? I am currently using ZoHo Analytics, but I want to be able to go further. I would like to use my database of info to run some queries, that would display a list of info based on specific parameters, perform a simple mathematical equation and export the info. I'd appreciate any info or help possibleCalculate Pareto Diagram
Please, It is possible to have an example of how to calculate or create a PARETO DIAGRAM, in a scenario of Customers and Sales for a certain period. Thank you.[Webinar] Bridging the 4 gaps in Social Media before Business As Usual
Hi there! Recent shifts in the business world have brought about a new era in marketing. Social media marketing is back in vogue, and it will continue to impact online marketing for the foreseeable future. With minimal business operations running across the globe, now is the time to revisit your social media marketing metrics to realign your efforts for a changing world. Join this webinar to learn how teams can utilize this time to bridge the 4 gaps in social media marketing before business normalcy,New Feature rolled out on May 28, 2020
Option to Disable Dynamic Drill Down An option to enable/disable Dynamic Drill Down in Charts is now available in the Chart Settings page. By default, the Dynamic Drill Down option will be enabled for the charts you create. You can now choose to disable it if needed, from the Settings page. Click here to learn more. Workspace & Explorer Enhancements Converting a sub-folder to a parent folder is now possible. You can now convert a sub-folder to a parent folder with just a single click. AnotherIs that any document that provides the limitations of Zoho Analytics?
e.g. How many columns can be in a table.Problem on setting data type from plain to "date and time"
Hi, folks. I have a table imported (and updating every hour) via API from my business platform. There is a column "CreatedAt" with a date and time of order creation. Example data in this column: 2020-05-28T02:10:35+0200 Seems normal, but ZOHO does not recognise this as a "date&time" column and imports as plain text. So, I try to set a new data type for this column. Here is how I do this and the problem I get. 1. Call the "change data type" command for a column, which is supposed to contain date&time.Reporting on Reoccuring Tasks in Zoho Analytics
I am trying to report on Project Tasks that are created via reoccurrence. I am unable to see them when using Analytics to pull all task created for projects with duration time.Zoho Analytics - Business Hour reporting doesn't use Business Hours
Hi, I've been having an issue where metrics that state they are reporting based on business hours, like "First response time (in Business Hours)" and "Total response time (in Business Hours)" but are being calculated based on 24 hour days (instead of the 9-5 business hours we have setup). Any help would be much appreciated. I've provided an example and more details in this ticket: https://help.zoho.com/portal/en/ticket/39690706SQL Statement didn´t work
Dear community, for this SQL Statement: SELECT "TIME_PROPERTIES für USER"."USR_NAME.NAME", "TIME_PROPERTIES für USER"."TIME_PROPERTIES.Date", sum (case when "TIME_PROPERTIES für USER"."TIME_PROPERTIES.Date" = '2019' then "TIME_PROPERTIES für USER"."TIME_PROPERTIES.QTY" else 0 end) as "Summe 2019", sum (case when "TIME_PROPERTIES für USER"."TIME_PROPERTIES.Date" = '2020' then "TIME_PROPERTIES für USER"."TIME_PROPERTIES.QTY" else 0 end) as "Summe 2020" FROM "TIME_PROPERTIESHow do you report on the most recent stage change?
I'm trying to create a report that answers the question: When was this potential updated to its current stage? I have a report that draws on the Accounts, Potentials and Stage History tables synced from ZohoCRM. The problem is that if I am showing a report of open Potentials, the join with the Stage History table means that each stage is represented by a date. I only want to show the current stage and the date the Potential was changed to that stage. How do I do this?Scheduled email report: sender is displayed with '...@mail.zohoanalytics.com'
Hi I have a few reports that I send out with scheduled emailing but on receiving the mail (as I am in cc) the senders name is displayed like this: Is there a way that only the pure email address appears? Thanks a lot in advance!Combining Invoices and Credit Notes in Reports
Working on a Report using data from Zoho Books. I am trying to create a Monthly Revenue by Customer Summary Report which should include all Invoices and Credit Notes for a selected month, but as soon as I drop a Total from Credit Notes into Summarize column, only Customers with at least one Credit Note are showing in the table, all others who never had a Credit Note are gone. How can I avoid this, to include everyone?SOLVED - Scroll Bar on Pivot Table Report
Hi Team, Does anyone know how to show the scroll bar on a Pivot table? I have a pivot table report in my dashboard, and the data scrolls below the end of the chart/report. I can see 17 rows based upon the height of the report in the dashboard. But I know there are more rows. I need to be able to scroll the pivot table without having to expand the report. Thanks SteveCopy table/query result into other database
Hi, it's is possible to import data from other sources via a schedule into zoho database, but is it also possible to import data from another zoho database. I've got a table in another database which i want to import every x interval. Can someone help me? Regards, OsmanNext 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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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
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