Zoho project
Hello Team, I have linked Zoho Project data with Zoho analytics. Need help in building 1. No of users filling in Time sheet 2. Project planned v/s actual. Regards MuneshTabular View reports with filters don't apply the hidden column filters on the second usage
We have created a tabular view report from our Desk data and did hide some of the columns on the report. Then we do apply some filters which have been recorded. When we refresh data from Desk and just hit refresh on the report page then the hidden columns are not being applied to the report page. We first have to clear the filters and then re-apply the filter to be able to utilize the filter again. Could you please check out this issue.Create charts / reports from pivot or summary tables
If reports or charts can be generated from the pivot or summary table, it would make analysis a lot simpler rather than to create views using the query table which is time consuming.New Features rolled out on Oct 16, 2019
Introducing Data Snapshot We are happy to introduce the Data Snapshot feature. This allows you to capture and maintain historical data from a report. Data Snapshot periodically snapshots the data from a chosen report, and stores them in a table, for historical report creation & analysis. Let's say you have a report for Leads by Source and Status. With Data Snapshot, you can track the change in leads' status every month, week, day, or hour. Click here to learn more on Data Snapshot. Get DependencyCash Forecast
Hello, We need to have a cash forecast setup using Zoho Analytics. We are looking at three sources of data: a) Zoho Books Feed for Due Date for Bills b) Zoho Books feed for Due Date of Invoices c) Excel Sheet with other cash expenses d) Opening Bank Balance and ending Computed Balance We would like to have a report with Months as Columns and three rows (one row for cash expenses, one row for Invoices, one row for Vendor Bills) With the ability to drill down to the details. Zoho officially ays theyCreating heat map in Zoho Analytics
I have hierarchical data on market sectors at five levels of granularity. I have shown this as nested- data in the past (level 3 grouped by level 2 and by level 1) using other software packages, with the heat map squares and colours reflecting the size of a specific value. Try as I may, I cannot create any heat map in Zoho despite using all of the combinations of data on the x and y axes that I can think of. Neither could I find any examples online to instruct me. Is there an idiot's guide somewhereCannot View My Own Table
Hello, I created a workspace and inside a dashboard with some charts, etc. I provided a data source from a CSV file on my computer. Now, when I go back in to try to view what I created or modify anything, it says that I do not have permission to view (picture attached). The only thing I changed was after creating my workspace was I updated my email address and name, did that somehow revoke all of my permissions for my own content? Thanks!Join en Zoho Analytics
Tengo un problema con esta función. Tengo dos Tablas, A y B , en A los valores de columna id son unicos, sin embargo en B se repiten. Ahora bien al realizar la función SELECT * FROM A LEFT JOIN B ON A.ID=B.ID Me bota un error de duplicidad, ya que como mencione B tiene ID duplicados. Cual seria el arreglo para poder juntar ambas tablas??Underlying Data
Hi, I have embeed a Dashboard in my company's internal google site. Howerever, the columns of the underlying data are not showing in the same order as in the zoho reports aplication. Is there a way to display in the same order? ThanksCreate a new pivot table from multiple tables
I really need help. I am stuck on this for a week and now I have a deadline. I have two tables say Table A and Table B. I created aggregate formula for both the tables. Now, i want to present them in a new pivot table. When I drag aggregates for both the tables. The data for Table B (or any 2nd data column) is repeated for all the months.Line Chart Forecast
How should I go about creating a line chart of revenue with forecast based on my own numbers? I want to have the line look different where the forecast starts, is there any way to do that? Thank you.Pulling Data from Three Tables with No Similar Look-Up Column Using SQL Query Table?
Hi, I want to pull data from three tables, ('Companies, CRM', 'Tickets, Desk' and 'Timesheets, Projects'). Is this possible? I can't work out how I would be able to do this is as far as I'm aware, no identical column I can use as a look-up column across the three datasets. I have tried creating a formula column in each set of data, however I have now learnt that you cannot create a look-up column with a formula column. Any help on the matter would be great! Thanks, JoeCreate Inter linked dashboards within a single dashboard view
Dear Team, One of my customer wanted to have separate tabs on the dashboard and wants to access different KPI. Just like a website having Home/ About us/ Contact us. when he clicks on the link he must be redirected to a different dashboard having some information and so on. Is this possible with Zoho Analytics right now ?, I cant add pages or tabs to the dashboard and the reports can only be added as a long list in a single page view. Please let me know if it is possibleAnalytics Crashing on Safari 13 (MacOS)
Anyone else having Zoho Analytics crashing on them while working on reports? Causes my browser to hang and only happened when I upgraded to Safari 13. Zoho Projects also has some bugs too that are at least can be worked around. Zoho response was to acknowledge my request and then close it!combinations of items report
I am trying to build a report and I'm a bit stuck. I will try to simplify the example of what I'm trying to do, I wonder if someone may be able to help me. So I have a table looking like something like this: ID Product 1 A 1 B 1 D 2 B 2 C 3 A 4 A 4 C 4 D 4 E So a report would show, for each product, the number ofAre PIVOT and UNPIVOT available as SQL statements?
I'm just learning how to use PIVOT and UNPIVOT in SQL, but I'm getting an error when I try to use UNPIVOT: "Parse error at line 5, column 9. Encountered: FOR" I think I've otherwise got the query right. Are PIVOT and UNPIVOT operators allowed in Zoho Reports query tables? Thanks.Currency symbols in professional reporting
In financial reports, we generally do not want to see a currency symbol on every number. The standard going back my entire career is $ on the first record and then on the total, usually at the bottom. I know how to include or exclude currency symbols entirely. But I do not see how to do this for just top and bottom rows. Example: Product Category Sales Furniture $ 1,500 Groceries 1,200 Stationery 1,950 Total $ 4,650Unable to Change Column Data Type in Analytics to Date
I'm trying to change my column I created with a formula to a date type so it can be used correctly. However, when I change column to Date and select the correct format it fails to change the data type. I have made sure all data in the column is of the same format, so I do not understand the issue. Any help on this would be great.Unable to Execute query in query table
I am trying to convert a string into integer array everything work fine in postgres but when I am trying to excute the same in zoho analytics its showing an error QUERY I am trying to achieve SELECT round(sum(ear.chainage_to -ear.chainage_from) / 1000) as diff FROM tableear ear INNER JOIN tableH H ON H.ID=ANY(STRING_TO_ARRAY(ear.Comma_Separated_values,',')::interger[]) WHERE ear.status = '2'Error I am getting Error Details: Parsing of SQL query failed. Please check the SQL syntax. Some tips:Using Aggregate Formula to Take Specific Data
I have created a table in Zoho Analytics with four columns, Company Name, Support Start Date (Custom Field from CRM), Support Type (Custom Field from CRM), and Time (From Zoho Desk). I am trying to create an aggregate formula which takes the data from Time that has taken place only since the Support Start Date column. So in essence, I'm trying to filter each company's data by a different time period (the date in Support Start Date). Does anyone have any ideas?Ask the Experts #1: Five hours live Q&A session with Zoho Analytics product experts
Hello everyone, We're excited to host our first Ask the Experts session. Right from connecting your data sources to the visualizations, AI, forecasting and collaboration; our experts are keen to address your questions and collect your valuable feedbacks. We're going live on 18th September 2019 (Wednesday) at 5:30 am PDT for five hours straight. Start posting your questions right away in the comments section. A decade-old experienced Zoho Analytics team members are the panellist for this session.Projects - On hold time
Hi. I am trying to create a report which would show how much time a project is on hold. I would prefer not to create a custom date field for projects layout because we would have to manually fill it out... Is there any way to check that without adding fields? Unfortunately, I don't see any corresponding fields in Projects data tables :/Saving Sheet View formatting
From my dashboard; When I have a summary report setup and I go to Sheet view can I save the formatting so it is always formatted the way I want when I go to Sheet View from that particular summary report?How Best Can I Track Support Time Used?
Hi, My company keeps track of and charges for the support time we offer to clients in desk. I want to be able to track how much time each customer against how long they have left on their contract, ideally this process will end up being fully automated and integrated in Zoho. I have found the tickets data in Zoho Analytics and have set up a table showing how much support time each of our customers have used per month. However, I want to be able to track this against how much time they have availableConditional column formula
Hi Folks, I can't figure out to create a formula that returns me a value of 1, 2, 3, or 4 depending on the % value of another column. 0-50% = 1 >50%>=75% = 2 >75%>=90% =3 >90% = 4 Can you help me out with this? ThanksSave common filter for end user
Hi Team, I have users that want to filter on a set of choices. For example a filter that shows all Cost Centres, but they want to filter the data on a set of say 8 Cost Centres (out of say 100). The cost centres will always be the same that they want to filter on for their report. Is there a way that they can save the set of filters as a common or reuseable set that they can select at any time without having to manually select the 8 out of the 100. They may do this for various reports, (a secondUpdate Time for Databridge Sync
I have a Databridge set up to collect data from a remote database. We use this for metrics tracking for one of our customers, and I initially set up the Databridge to collect data at 6:00 PM, after their office closed for the day. They recently added a night shift from 5:00 PM - 2:00 AM, and want to include tracking metrics for the night shift's work, which means that I want the sync to run at 3:00 AM instead of 6:00 PM. I found that while I did have some options available to make minor adjustmentsMulti-Program Agency: Creating Report To Check for Program CrossOver?
Hi! My NGO currently has 4 programs tied to Extended Reach. As an administrator, I can see, run reports on, and manage all of them. Functionally, all programs are separate, collect different data, provide separate services, etc and quite frequently we have a client that is receiving services from 2 or more of these programs. We can see these client's program files are tied within Extended Reach, but we can't seem to find a way to run a report under zoho that captures/shows an overview of thisCustom IF - Zoho Analytics
I am trying to get a formula that returns a negative number if a field is marked with a certain value. Otherwise it gives the positive value. Whatever I try, I'm only getting a positive return ... This is the formula I'm using - whereby if policy status = lapsed, the return is negative - otherwise it is positive. If_case("Policy Status",'Lapsed', '("PC (£) Lapse Reserve" *-1)', ["PC (£) Lapse Reserve"]) Can anyone tell what I am doing wrong? Thanks in advance JamesReport of the Week - Horizontal Bar Chart
Ploting a bar chart horizontally looks better when you view a chart in a narrow layout such as mobile view. This can be easily done in Zoho Analytics. To create a horizontal bar chart, drop columns in the fields as given below. Y-Axis - Drop the dimension column (to categorize the data). X-Axis - Drop the metric column. The following animation illustrates how to create a bar chart that shows High Priority Tasks that are Overdue. You can also create a horizontal stacked bar by categorizing the dataNew Features rolled out on Aug 28, 2019
Import Data from Statistical Files You can now import data from statistical files, generated by statistical applications like SAS (*.sas7bdat), SPSS (*.sav), and R (*.rdata), into Zoho Analytics for reporting & analysis. These files can be imported from Local drives, FTP servers, or Web. Import from more Local Databases with Zoho Databridge Zoho Databridge now extends to support importing data from the following databases. DB2 Exasol Greenplum Vertica Actian Vector Denedo Pervasive SQL Any DatabaseCan't add Costum Formular to Summary View table
Hi I have a problem. I want to calculate the difference between two columns (two dates) and return the value in a new column. However, i cant seem to ad a custom function, only aggregate functions. Can anybody please help? ThanksImport Data to Zoho Analytics from Zoho Creator
Hello, I am experiencing a problem importing data from Zoho Creator to Zoho Analytics. Specifically, when I import tables that have Lookup fields inside those Lookup columns display incorrectly inside Zoho Analytics. For example: Lookup value "SmithJ4" shows up as "3806741000000037551" and column type becomes a number '#' Am I missing something here? Thanks!Multiple Administrators
Is it possible to have multiple users who have full administrative right to the database? Currently I only see the option to enable read/write for certain users.Multiple fields on x-axis
Hi I'm new to Analytics. I'm trying to create a chart that counts the number of leads on the y axis. Along the x axis I would like to display multiple fields ie. We have 4 date fields. I want to display the count of leads where a particular date field is not empty as one column and then replicate that for each date field. Is this possible? Thanks, BiancaEmail schedule - Zoho CRM contact
Hi, Here is the use case: I want to send a report as an email. When I chose "pick a user" I am presented with the following options: I would like to select an existing contact from Zoho Mail and Zoho CRM. Zoho Contacts does not contain all my Zoho Mail or CRM contactsPending Sales Order Reports
Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.Sending multiple reports as a pack
I would like to know if there is an option to send multiple reports as a bundle or pack.We're sorry to inform you that the data synchronization has failed
Submitted this to the Analytics support email but did not hear back. Anyone else getting this error? Hi, We're sorry to inform you that the data synchronization of Zoho CRM data with Zoho Analytics into the workspace '[workspace name]' has failed on 28 Aug 2019 08:07:06 PM GMT due to an internal error. We appreciate your patience and understanding. Please contact us at support@zohoanalytics.com for any further clarifications. We appreciate your patience and understanding. Thank you and Have a greatInternal error While making api call
I am getting the following error while making api call to add row to my table Sorry, an unexpected error occurred when performing this operation. The error has been logged and will be looked into.nnIt would be of great help if you could provide us with additional information using the ''Feedback'' link. Error_code: 7005 Can you please check why am i getting the following error?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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