Order Entry KPI
Hello, Trying to add to dashboard a KPI centered on number of days for order entry. I can easily chart the the average of number of days to enter order from receipt, but want to count number of orders entered same day vs. next day, etc. Is there an easy method to accomplish? Thank you,Sum by different values in a group
Hi, we are triying to use Analytics to visuallize an inventory in Zoho Inventory. Our main table is Inventory Mapping, and the columns we are interested in are "Product ID" (item's ID), Inventory Lot ID and Quantity On Hand. We know that if we group the data as Product ID->Inventory Lot ID->Quantity On Hand, we get the different quantities on hand and their sum is the same quantity in stock that Zoho Inventory gives to us. In the given picture you can see what we are talking about: the column withSolution of the week: Leads-to-Invoices funnel chart
Measure the effectiveness of your sales pipeline with the help of Data Blending. Using this feature, you can fetch data from multiple data sources and combine them to build powerful visualizations. Example: Leads to invoices funnel. You can blend the Leads data from Zoho CRM and Invoices data from Zoho Books to create a Leads-to-Invoices funnel. This funnel chart will help you understand your sales pipeline and significantly improved the conversion rates. In addition, you can also quickly checkRecords Created Today
I am working on a Pivot Table to compare the performance of sales people in certain date ranges. For each data set i have created an aggregate formula using the iscurrentweek, iscurrentmonth, ect. countif(iscurrentyear("Appointments"."Created Time")) countif(iscurrentmonth("Appointments"."Created Time")) countif(iscurrentweek("Appointments"."Created Time")) I now need a column for Todays data, but am unable to find an istoday or iscurrentday function. This all needs to be on the same pivot table.How to change ownership of the reports integration
Is there away to change ownership of the Zoho reports intergartion from one CRM admin to another? Scenario: In the process of demotiing on user as Admin - but this user has been setup as the Zoho Reports integrated owner. We can deactivate the integration but then everyhting will be deleted in Reports, which is a bit odd: evrything or nothing it seems to me. As a by the way, there doens't seem away to change the main admin in reports either. Would be nice if there was one central place you couldUpload Table from Json File C# API
Hi I'm trying upload json file to Zoho Analytics table, I used the code below : public IReportClient getClient() { IReportClient RepClient = new ReportClient("****************************************"); return RepClient; } try { string tableURI = RepClient.GetURI("my_mail", "Data", "Reports"); Dictionary<string, string> ImportConfig = new Dictionary<string, string>(); ImportConfig.Add("ZOHO_ON_IMPORT_ERROR",Referrals differences
What is the difference between referrals from potential: google.cl and google.comLink projects to zoho books invoices
Hi, I'm a happy Zoho One user. We'd need to link projects to zoho books invoice. Because, this is the way we work: we first create the zoho books invoice, and then, maybe after a few weeks, we create and work on the relative project. We'd like to link the projects to the zoho books invoice/customer. I've seen a table in Zoho Analytics, "Project Client Mapping", but they are listing the Client in Projects Portal Client Company :-/ Starting from a list on month invoice, I'd need to create (and print)Can I sync from Zoho CRM from my own Workspace?
I've created a new workspace where I'm syncing from Zoho Creator and a couple of other sources. Now I would like to use data from Zoho CRM. Could I do this? I can't find it under available data sources. Thanks in advance.DMARC Compliance
Hi! We have a very strict policy regarding DMARC (reject=100), so we are not receiving emails from Zoho Analytics when our reports are configured to be send from our domain account. (they work when from=notifications@zohoanalytics.com). There is a chance you could set SPF and/or DKIM on your end? Attached you will find a screenshot with more details. Thanks in advance,.Performed changes in the query is not allowed due to following reason(s)
I have a pivot table that is not updating because of an increment in our Fiscal Year. I discovered that the table is built on many different query tables. Following that to the bottom, I found the source. A table that has a formula column with a date value hard-coded. When I try to change that formula, I get an error that it cannot be changed because it would affect other tables. I know that it will do that, and I am okay with it because I know that I am just updating the year. My next thought wasTO_INTEGER + TO_INTEGER generate a String not a Number
In a Query Table I put a formula like TO_INTEGER(IFNULL(MAX(xxx), 0)) + TO_INTEGER(IFNULL(MAX(yyy), 0)) AS "xxx + yyy". xxx and yyy are numeric columns with empty values. And the problem is that that formula output value like "014" or "080" instead of 14 or 80. Any idea ?Find if a parameter exists across any contacts for a given account
Hi - I am trying to write a query that will find any account that purchases a certain Brand from our company but does not have any contacts identified as Buying for that Brand. Brands are listed in a custom multi-select "Brands" field in the Accounts Module. These brands have been split out in a query table "***NEW*** Account Brands Table" so that each Account-Brand combination has its own row. The same brand options are also available for selection in the Contacts Module under the custom multi-selectUser Filter search Pivot Tables choose per text search
For user searches in pivot tables, you can enter text to get a list of records containing that text. Unfortunately those choices do not become automatically chosen as the search criteria (or a choice to uncheck all). This is a problem when your search results in many records, all of which you would like to look at. It would be great if this functionality worked similar to how the same functionality in excel works. Please let me know if this is possible, or if not, please consider this a suggestionAlertas en los indicadores y gráficos
Sería genial que se pudiera configurar alertas cuando un campo, fuera mayor, menor o igual que otro, y te dejara configurar también a quién quieres que le llegue la alerta vía mail.Import from feed fails for a common source that does work in Googl-Sheets
This source (https://analytics.usa.gov/data/live/os.csv) can easily be imported in google-sheets. But import fails in Zoho Analytics. It also fails in ZoHo Sheets. (sheets gets the encoding wrong or thinks it is an encrypted file) It is a very simple text-file.Multi Level Hierarchical Query
Hi guys I have a situation where i am trying to extract the descendants of a particular entry. So long story short, i have the Account table with Agency (A) id = 1, and that has child Agency (B) id = 2. This child agency (B) has a child agency (C) id = 3. This child agency (C) has a child agency (D) id = 4. So in essence we have have a pyramid setup where each level has other child agencies underneath. The number of levels differ per the preceding Agency. My question now is, in Analytics how doSQL limit 1.000.000 lines
Hi. I'm facing a problem with the limit of 1.000.000 lines foe a SQL table. Is there any way to avoid this restriction? I really need to expand this limit. Please confirm. Kind Regards MatiasCan I add an auto-number column to a query table
Hi everyone, I'm working on creating an efficient database schema for my Zoho Analytics reports. I want to create auto-number columns in my tables as IDs to be used as primary keys so that my queries run faster. Right now I have unique columns that I'm using as PKs but most are plain text so as I join the tables through reports the response time is fairly slow. Is there a way to add a new auto-number column into a query table? Thanks! KatieCharting Comparison: This month vs. This Month last Year
Hoe can i chart the following: - This month vs. This Month last Year - This week vs. This week last Year etc. Any help would be greatly appreciated!Solution of the week - Forecasting in Reports
Zoho Analytics now enables you to predict future events, using its forecasting feature. Forecasting in Zoho Analytics uses your past data and comes up with the best prediction for the future. You can set up a forecast in minutes, without worrying about the underlying complexity. To do this, Open the desired chart. Click the Settings icon and select the Forecast tab. The Add Forecast drop down will list all the possible Y-axis series that can be forecasted. Select the desired Y-axis series ForecastJoin Tables in Live Connection
So my understanding is that it's not possible to join tables (or create lookup columns) for Live Connections with cloud databases (like Amazon Redshift). I know I can set up Data Import instead, but that's not ideal because I would quickly run into trouble with reaching the row count quota. This is the one and only reason why I can't completely replace Tableau with Zoho Analytics and it's very unfortunate. Is it possible that I'm missing something? Or if not, is this something that may be developedQuickbooks API with Zoho Analytics (Profit and Loss Report)
Hi There! We're currently using Quickbooks Advanced Analytics to create reports. I'm wondering if there's a way for us to use Quickbooks' API so we can grab our Profit & Loss report directly instead of creating the report in Zoho Analytics. We have journal entries that makes it difficult to identify if they are credit or debit with Zoho Analytics. I'm wondering if any user here has experienced the same issue and found a workaround or a way to display the report. Any suggestion you may have is greatlyLine Chart
I have a line chart showing volume over the span of 4 years on a monthly basis. What I would like is to show each year with a different line. So 2016 will show Jan, Feb, Mar, etc on one line. 2017, on another, 2018 on another and 2019. I am not sure how to accomplish this though, can anyone help? Thanks ChadZoho Analytics -financial reports YoyComparison
Hi, Can you please include the year on year(month-on month) (Q on Q) comparison reports in Zoho analytics? all the required data for P and L, Balance sheet, revenue, expense and cashflow are already present in the tables. The comparison reports will add a lot of value into the systemHow do you join tables?
I am trying to join tables to create a report combining them, but any documentation explaining it or instructional videos are showing "Edit Design" button which needs to be clicked in order to create lookup columns. However, I simply don't have that button on any of my tables. What am I missing?How can I create a report based on users roles?
I need to create a report based on CRM showing the accounts per user role. I don't see any way to get the users roles on reports. Can this be done? How could I achieve that?A report value created from the Desk data is wrong despite it being correct on Desk reports
I'm not sure about when this problem did occur. It was displaying the same value as the Zoho Desk report. My guess is that I did check it for the last time about a week ago and it was correct at the time. I have synchronized the data for more than one time to be sure that it wasn't a synchronization issue. Could you please check the reason for it. The total ticket count on the Analytics report should be 59 instead of 15. The total ticket count is being displayed as 762 on the Analytics report whereasData source ZOHO CRM is not available in My Analytics Project
Hello, I have a project_a where it have a data source with ZOHO CRM. I cloned project_a to project_b, but my project_b do not have data sources and I can not to add data source of ZOHO CRM, it is possible add it? Thanks.Using one dashboard filter for more than 2 tables
Hi Guys. Can you please help me with the following issue?... I need to have one dashboard filter that applies to several tables shown in the same dashboard (some of them are SQL tables). The columns of these tables have the same data but different names. How can I achieve this? Please help me. Kind Regards MatiasUser filter search
I have a user filter which has a list of more than 100 items. To search through this, I need to "select" the search box in the dropdown and type. Would it be possible to search as soon as I dropdown by typing without having to select the search box? SonyIs it possible to hide unnecessary fields from the drilldown options on a stacked bar report ?
When you select the "Drill Down By ..." option on a stacked bar graph then you are presented with all of the fields available on the related module (We are analyzing the Zoho Desk data therefore I'm calling the tables used on the report as 'modules'). Is there a way to hide the unnecessary fields from the drilldown list or change the order of the fields listed ? It would also be useful to have a predefined drilldown option separate from the standard "Drill Down By ..." option.Export as PDF Function in the embedded code
Good day! We have just recently tried the Zoho Analytics Application. Based on what we've explored that the exportation to PDF of a chart or a table is only done in the Zoho Analytics Application. Is there a feature in Zoho Analytics that can export the pdf version of charts or tables generated when it is already embedded in the website we are using? Thank you and I hope you can help me regarding this matter.Access rights on Zoho Analytics report and dashboard folders and datasources
Hello, We have created a single workspace containing all datasource for our organisation. We would like to open it to everyone but we would like to secure access to some folders or datasources. Is it possible ? Thanks, LeonardUpdated Mongo DB Java Driver
I see the Zoho Analytics Upload Tool uses the mongo-java-driver-2.14.1.jar version of the driver. It doesn't look like that version is not compatible with MongoDB 4.0. Is there a work around on how we can update that JAR file? Or does Zoho not support the most recent versions of Mongo? https://docs.mongodb.com/ecosystem/drivers/java/#mongodb-compatibilityPivot table not reflecting correct data
I have created a pivot table making Zoho poject as data source and it is not puling data correctly for the custom fields that are created in tasks of the projectsReport of the Week - Magic Number
The Magic Number helps you analyse the growing revenue compared with your customer acquisition costs in one year timeframe. This is a widely used formula to measure sales growth (typically start-ups). Zoho Analytics enables you to calculate the magic number using Report Formula. The following presentation gives step by step explanation on how to calculate the Magic Number.How to show average time in a panel
Hello, We currently have a requirement to build a label in a dashboard that shows the average wait time for a clinic. Our data is stored in Seconds (integer), so what we need is to calculate this column's average and show it in a formatted way (HH:mm:ss) inside a panel, simply as a label. How can we achieve that?Error when using formula column with nested if conditions in a chart
While testing one of our multi-axis charts I've created a formula column in order to group up a few categories. My scenario considers data about public education, considering student enrollments. My formula nests 3 IF conditions and when checking the data by visualizing the table's data, everything looks fine, however every chart where I try to use it, the app crashes. Formula: if( "situacaomatricula" = 'Aprovado' or "situacaomatricula" = 'Aprovado por Conselho de Classe' or "situacaomatricula" =Thames Valley Expo - Ascot, England, May 22, 2019
Our partner Matraxis is having a booth and exhibiting Zoho Analytics at the Thames Valley Expo in Ascot, England on May 22, 2019. If you are in the UK and want to know how Zoho Analytics can help in visualising your data and in taking informed business decisions, please do meet Matraxis at the Expo. Links Expo - http://www.greatbritishexpos.co.uk/thames-valley-expo-ascot/ Matraxis - https://www.matraxis.co.ukNext 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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