Different Widget Shapes
A different shape for widgets to make dashboard more attractive eg. Circle - shaped widget.Create a Menu in Long Dashboards
Hi, Kindly find a way to help users create a menu-like feature; where charts and data is displayed based on an item clicked. For example, I click the Name Sales figures; all sales charts drop down. I click the name Accounts, all accounts charts drop down and sales charts disappear. And an option for all charts to appear.Add A dial on Pie Chart
Hello Guys, I am super new in ZOHO analytics. I want to add a dial visual on Pie chart. How can I add a dial ? If there is any solution, then please share with me. I want this type of Dial on Pie Chart. Thank You !if Function for setting a Status with 1
Hello I have in the ZOHO CRM a status with different names ( "A - Lead Nurturing" or "Lead Nurturing beendet"). Now I wanna make a dashboard to know, how many leads have the status "A - Lead Nurturing" or "Lead Nurturing beendet". I need the formula in a pivot table, to write in the line, if the status is "A - Lead Nurturing" a number 1. If in Column "Status" is "A - Lead Nurturing" write in new cell "1" Thanks for help.Email Address in Query Table
I have a table in Zoho Analytics with the Primary Contact's Email Address as one of the fields. I get an error when attempting to change that column's data type to "E-mail"...the error I have also attempted to change my query to concatenate the field into a "mailto:" link using the URL data type. However, the "mailto:me@gmail.com" URL directs me to the gmail.com website instead of my local default email application. All I'm looking for is a query table with a list of email addresses that are hyperlinkedDashboards with UI buttons
are we able to create dashboards with buttons, like Push buttons, Radio buttons, etc?Pivot table column
I can create tables with three columns. Is it possible to place the second column below the first one and not next to it (as in xls)Show only before today
I have a widget that counts rows of data. I want to have a filter based upon a status and also a date filter that will only show data from before Today. These are filters on the widget. Is this possible? I can add the date filter but can't see something that gives the option of less than today. Thanks SteveHow can I display the last date time the data was imported
I would like to have a widget on the dashboard that displays the last time the data was updated or imported. I am running on-premise and have a scheduled import to run every hour. I could create a formula column in my data table and have it update to something like Now() to calculate the date and time the data was updated. But this actually refreshes on the widget to display Now. Let's say the import engine stopped for a few hours or days, the widget should pick up the last time the data was updatedBar with line sort on Y-value descesding and line as a % sum of running total (Pareto)
When i go from bar chart to Combo chart i cant sort on Y-value descesding, but only on x axis. Is there a way to change this? Also i add the line as a sum running total - but can i do this as a running total % ?Error Query
I need to calculate aggregate columns but not add them are independent calculations but whitin the same colum (sum(if(CTA IN ( 5405 , 5408 , 5409 , 5495 , 5496 ), debe01, 0)) + sum(if(CTA IN ( 5405 , 5408 , 5409 , 5495 , 5496 ), haber01, 0)) + (sum(if(cia_id = 66 AND (CTA IN ( 5410 , 5412 )) AND (SCTA = 10), debe01, 0))) + (sum(if(cia_id = 66 AND (CTA IN ( 5410 , 5412 )) AND (SCTA = 10), haber01, 0)))) (sum(if(CTA IN ( 5405 , 5408 , 5409 , 5495 , 5496Add option to select all modules and fields when importing data
When you want to add all modules and fields it takes a lot of manual clicking to add everything depending on different data sources. The example below if for Zoho Finance which involves a lot of modules and fields. Please consider adding a checkbox or some other way off selecting all modules and fields at once. Best regards, Mladen Svraka Zoho Consultant and Authorized Partner www.mladen-svraka.hrBest Dashboard
in zoho analytics it is possible to make this type of bullet and line graphics. Attached image...New Features rolled out on Nov 8, 2019
More Authentication Types for Web Import Zoho Analytics now extends to support the following Authentication types for importing data from Web URLs. AWS signature Digest Authentication Hawk Authentication For URL authenticated using OAuth 2 Authentication, you can now specify the Grant Type . Groups UI Revamped We have completely changed the Create Group and Manage Groups user interface for enhanced user experience. Now Manage Groups is also available as part of Workspace Settings forCan't find pivot chart option
Hi, where in the options can I create a pivot chart from an existing pivot table? I've searched the documentation but seems that the info is from an older version. ThanksTeamwork Integration requests.
Hi, Is is possible to have the IncludeProjectOwner field changed from False to True on your standard integrations so the project owner will appear in the data please? Can you also please add to your standard API a call to retrieve the project updates from API? /projects/{projId}/updates.json https://developer.teamwork.com/projects/reference/project-updates/get-projects-projid-updates-json Many ThanksAllow us to Embed KPI Widgets on my website
I am embedding reports directly on my website to create an admin analytics page which is awesome... but it is very difficult to show KPI widgets on my site. I tried creating a dashboard of KPIs and then embed the dashboard, but I can't get it to look the way I want. Can we get a way to embed KPI widgets like we can embed reports?New Features rolled out on Sep 13, 2019
Introducing Geo Heat Map Zoho Analytics now provides a new geo chart type: Geo Heat Map chart. This can be used to display data in a geo-map, color-coded based on the density of points in a particular area. Geo Heat Maps makes it easier to identify spatial patterns in geographic data. This map can be used when you want to draw attention to the pattern of occurrence, for example, region with most deforestation and climatic changes, density of traffic by location, region with most sales, etc.Move from Analytics Plus to Zoho Analytics
Hello, We have a license of Analytics plus with a lot of custom graphics and data imported from our ERP. Is there any easy way to migrate the information to Zoho Analytics? we don't want to create everything from scratch. Also, what is the IP range that we have to give permission so Zoho Analytics can see our database? RegardsLEFT JOIN not working on Query tables
Say I have DAILY_SALES and DAILY_INVENTORY data tables. If I use LEFT JOIN on both tables (for SSR measurement) only with <=> operator and group-by, the result is correct. If I have sales data but not inventory on certain date, it will return NULL. However, if I have DAILY_SALES_SUMMARY (query table of DAILY_SALES) and DAILY_INVENTORY_SUMMARY (query table of DAILY_INVETORY) then I make another query table say SSR2 querying both query tables, with the same method using LEFT JOIN and <=> operator,Amazon sales data
Relational reports from disparate sources: Business Use case 1) The reports on amazon associates affiliate site do not provide an amazon Seller Order ID: # XXX-XXXXXXX-XXXXXXX 2) The amazon associates affiliate reports do provide a time/date stamp for when the order was placed. 3) the amazon associates affiliate report contains a sales order time stamp for the conversion: Date YYYY-MM-DD HH:MM:SS 4) The amazon associates affiliate report and the amazon seller central Sales order data containHours & Minutes difference between 2 dates is not correct
End Date is 03-06-2011 05:30:00 PM Start Date is 03-06-2011 08:47:11 AM Formula that i'm using (saw on the forum board) is ((("Ready for Dispatch"-"Correct Data/CSV Received Time") / (1000 * 60 * 60))) The result i'm getting is 0.0245247.... Whereas it should be 08:43 in HH:mm formatRequired date format for Zoho import over API
For A client we have build an API connection to ZOHO. Therefore we use: ZohoReportPHPClient Importing, updating etc works fine. But we have only one strange issue with the some date fields. We are offering the date like this: 31-03-2011 But then it's converted to this: 03-07-2013 This only happens when we use the API, when importing the same csv file manually we don't have the issue. Is there any specific date format that is expected when importing with the api? While writing this issue I see thatChart Font size increase
Would it be possible to use a large font size on charts greater than 18px and the ability to use other methods of font size like pt or em - I use these dashboards on large screens to be displayed in an office and it is hard to read the text. up to 5em is requiredArrangement of selected items in legend
It could be very useful if the selected items in a legend are moved to the top of the legend in any chart view. In simple words, the legend must be sorted in real-time, with the selected items first, followed by the unselected ones. This would be extremely useful when we would have to share screenshots of reports in a chat group or a post. There might be a lot of items in the legend and the user might not be able to fit everything in the available column height, which can be mitigated to an extentCOLUMNS ADDED
ADD COLUMNS ADDED WITH THE SUM AGREGATION FUNCTION WITH UNIQUE WHERE CRITERIA FOR EACH OF THE AGGREGATED COLUMNS HOW I DO IN A QUERYadd column added
add columns added with the sum aggregation function with unique where criteria for each of the aggregated columns as I do in a queryZoho 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 possibleNext Page
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[Product Update] Locations module migration in Zoho Books integration with Zoho Analytics
Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho BooksImportant Update: Mandatory Email Domain Verification for Zoho Analytics Users
To enhance the security and reliability of email notifications, we are implementing an important update. Starting February 1, 2025, verifying your email domain will be mandatory to continue sending email notifications via Zoho Analytics. Failure to verifyWhat's New in Zoho Analytics - December 2024
Hello Users! We’re excited to bring you a roundup of the latest features and improvements in Zoho Analytics. These updates are designed to elevate your data analytics experience, making it more powerful, interactive, and seamless. Let’s dive in! Expanded[Product update] Instagram Profile Integration with Zoho Analytics
Dear Customers, We want to inform you about an update affecting the Instagram Profile integration with Zoho Analytics. Meta will deprecate certain metrics from January 8, 2025 as per their announcement in this document. To ensure uninterrupted syncs inZoho Analytics in 2024: A look back
Happy new year to everyone in the Zoho Analytics community! As we welcome 2025, here's a look back of important happenings in 2024.
Most Discussed Topics
User Filter for Dynamic Date Dimensions in Zoho Analytics
One challenge I frequently encounter is the need to create multiple versions of the same report—one for yearly data, another for quarterly data, another for monthly, and so on. While this works, it leads to unnecessary duplication, making maintenanceCase and Left Join Problem
I am attempting to find the cost per lead, however they are on different tables. I am using the Case and Left Join Functions to do so. The following Queries are working correctly. These are below: SELECT "Campaign", COUNT("Id") AS 'total_leads' FROM "Deals"Sending two different reports through one e-mail schedule
Hi. I have two different reports which I want to send to someone. However, I don't want two separate emails, but only one. Is this possible?Create Dashboard with information pulled from multiple modules?
I am looking to create an overview dashboard for each account we have within the CRM. This will need to include information from Books, Bookings, Analytics (want to see the graphs). I am new to using Zoho but am trying to help streamline our processesAnalytics report issue
Hey, does anyone know why suddenly our Analytics report goes blank whenever we add a field from the contacts module? It shows when adding fields from all other modules. Thanks.
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Zoho Analytics in 2024: A look back
Happy new year to everyone in the Zoho Analytics community! As we welcome 2025, here's a look back of important happenings in 2024.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
As we start a new year in 2022, here's some of our top moments from 2021. Zoho Analytics in 2021
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