Enable Drill Down in Dashboard Views...
Hello, I am trying to make drilldown available on dashboards viewed view permalink You can check this link for an example: https://analytics.zoho.com/open-view/1497532000000156243/85c2726b127a59455d349bd912bec856 For this dashboard, under settings I have "Enable Drilldown" Checked! But, as you can see, there is no drill down functionality in the dashboard, unless it's actually inside of the Zoho Analytics Workspace. How can I turn on the Drill down function for dashboards accessed via link?Burndown report empty
Hello all, I'm new to Zoho analytics, and I would need to simply use the default burndown chart. I follwoed all steps described here : https://www.zoho.com/analytics/setting-up-zoho-projects-analytics-add-on.html : please see the last slides at bottom page. So: - I added to the burn down milestone entry table - template my milestone (which is a sprint), like that - According to the tutoial, the milestone burndown calculation query should be filled automatically, which is not the case - And as aUpload Tool for MS ACCESS - URGENT
Hi There. I'm facing some troubles to configure the upload tool to import a MS Access table from my PC to Zoho. Here is the error: 2019/02/14 20:27:53 ART: OS : Windows 8.1 6.3 x86 2019/02/14 20:27:53 ART: JVM Version : 1.8.0_51 2019/02/14 20:27:53 ART:System Properties os.arch :: x86 java.version :: 1.8.0_51 TESTRUN :: false CONN_PARAMS_FILE :: conf\database_connection_params.conf user.dir :: C:\Users\jy8694\Desktop\ZohoAnalytics\UploadTool os.name :: Windows 8.1 os.version :: 6.3 CONFFILE :: conf\common_params.confColumns - titles
Hello, I have created a tabular view and would like to change the column titles. I did that for my source table which I use in my tabular view. Titles changed in the table but not in tabular view. Is there any possibility to update the titles or do I have to build my tabular view from the scratch (hope not, it was a lot of work and titles are the last issue..) Best regards, Magdalena OsysReport for Individuals?
When I have looked at the numerous pre-built reports in ZA, all of them are mainly for company wide data such as total sales, total service tickets in a month etc. Is it possible to use AI to generate dashboards for employees that show list of their CRM tasks, CRM opportunities, Desk tasks, Project tasks and so on? Right now if you are a small business where one employee might use both CRM, Projects and Desk, there is no single place to go to see all your work. I would like to know if it would beHow do I get a unique list?
I have a "database" with a number of customer names. Most there multiple times. I'd like to have a report to show the list of unique names and the order in which they are. Eg. 1 - Tom Jones 2 - Jake Smith . . . . 567 - Betty Jean How do I create a report like that? So no name should be shown more than onceZoho Subscriptions
Hello, Are there any plans in the near future to add Zoho Subscriptions to Reports? Bob Lozinak Twelve/Three Marketing, Inc. Zoho Certified Solution providerSAML/SSO with Azure AD
Is it possible to set up single sing-on through Azure AD with Zoho Analytics? I see several other Zoho applications listed as "enterprise applications" with an integration there but not Analytics. ThanksAnalytics isn't syncing all of the CRM data I need...
Hi, I have a module in CRM that I am trying to get to sync and link with my CRM accounts for reporting in Analytics, but it's not pulling the data. The module is called "Negative Reviews" which is associated with each individual account in the CRM. I've attached screenshots of my Sync settings and of the data I am gettingNew Features rolled out on Feb 8, 2019
Enhancements to Zoho Projects and Zoho Bugtracker connectors The Zoho Projects and Zoho Bugtracker connectors has been enhanced with the following options. The User Rates module is supported in the connectors. Now, users need not manually enter the user rate value in the Zoho Analytics Workspace to create revenue based reports. From now on, the custom fields added in the Zoho Projects the Zoho Bugtracker modules will be synchronized into Zoho Analytics workspace. If you have set the Custom ProjectLinking 5 tables in 1 new query table :-O
Hi, I need to create a query table relating several different tables (all in the same database). This is the specific case: TABLE 1 columns (transaction data): - Transaction ID - Specific data columns TABLE 2 columns (client data): - Transaction ID - Specific data columns TABLE 3 columns (invoice data): - Transaction ID - Specific data columns TABLE 4 columns (paid transactions data): - Transaction ID - Specific data columns TABLE 5 columns (cancelled transactions data): - Transaction ID - SpecificNotice board
I have an external notice board with the info pulled via the api which gives me all of the relevant information I need at a glance. It would be great if Zoho would give us a feature like this where we can build reports & save them to this notice board which would update automatically. See attached ....Exclude Weekends
I have created some first response reports for the last 30 days. My Helpdesk is only open 07:30 - 17:30 Monday to Friday but people will log requests out with this time. I need the report to reflect only the times the Helpdesk is actually open. The report is skewed because it is counting 24x7 and not just open times.Create sections in dashboards that you can show or hide based on dashboard filters
Hi I'd love to be able to create sections in my dashboard and set display rules based on my dashboard filters.Reports & analytics
We have been using Zoho for a year and want to start receiving Sales, Conversion and Forecasting analytical reports. Reports at this time are weak and tell us nothing. Is there a service that we can enlist to help us with obtaining these tasks?New Features rolled out on Jan 24, 2019
Country Specific Map Chart Zoho Analytics now allows you to plot a country-specific map chart. So far, Zoho Analytic displays the entire global map even if you have data for one country alone. Zoho Analytics will auto focus on the specific region alone. However, the neighbouring regions will be visible. Now Zoho Analytics allows you to choose a country specific map. This allows you to highlight the relevant region alone. Click here to know more on this. Support to Choose Multiple Lookup ColumnEmbed Dashboard into a Web Page using iframe
Hi, I have a Wordpress web site page behind a login for our company users. I want to be able to embed a dashboard view onto a page for our small company and let them drill down as required. I have the Standard Plan - I presume this will work OK please ? I have tried it and found that sometime it does and sometimes it doesn't show and to help problem solve the issue - I just want to make sure that my membership will allow this - I think it does but am checking. Thanks for the help StephenTotal (sum) of each bar in a stacked bar chart
Hi, does anyone know of a way to add the total (sum) of the numbers in each bar of a stacked bar chart?Cost Per square meter Calculation
I have the following data; IssueNo Consumeddivision Week Year IssueValue Area Period 1056492 CHEP 13 2013 5169 149615 4 1056492 CHEP 13 2013 7236.6 149615 4 1056492 CHEP 13 2013 15507 149615 4 1056492 CHEP 13 2013 24122 149615 4 1056493 SIMO 13 2013 7236.6 178349 4 1056499 CHEP 13 2013 758.12 149615 4 1056500 CHEP 13 2013 87.6 149615 4 1056501 KAP 13 2013 17.52 92480 4 1056502 SIMO 13 2013 26.28 178349 4 1055524 CHEP 7 2013 2146.2 149615 2 1055525 TOR 7 2013 1620.6 199100 2 1055525 TOR 7 2013 3540.1error synchronization tool
: Lamentamos informarle de este error al invocar la herramienta de sincronización de datos de Advanced Analytics. Puede obtener los archivos de registro de errores desde la pestaña Soporte haciendo clic en el enlace Archivo de soporte en la aplicación ServiceDesk Plus.Custom fields not showing current information in reports
We have custom project field called "Current Status Summary" which we update every few days and reports come out bi-weekly showing this information. The reports that came out this morning show the right information for some projects but for others the report shows information form last week and possibly even before that. The fields were updated yesterday so the report should be reflecting that information but it is not form many of the projects. Please helpMerging Axis, but not ALL axis
Is there a way to merge only some of the axis on a report ? I have a report, where I'd like to display - Cohort revenue averages - Cohort revenue summations - Cohort Count And I want 2 axis, one for the "Cohort Count" and a merged one for the two revenue data series. It seems to me that merge axis is either all or nothing. Is there a way to merge axis for only subset of data series? Thanks.Working out Same Store Sales
Hi There, I am trying to work out a way in Zoho Analytics to calculate same store sales vs last year on the condition that the store traded the full month the prior year. For example if the store opened 7th January 2018 I don't want this to be included in comparing 2018 to 2019 January. Any help would be greatly appreciated Thanks, PaulResizable 'User Filters' Card?
It would be nice if we could adjust the size of our 'User Filters' card, the same way we can with others. Here, I only have a few, and it'd be nice to throw in a header image to the right, instead of having a bunch of empty space. Is this doable? ThanksReport over estimates excluding certain items
Hello there Is it possible to build a report from the estimates and it's subtotals, but exclude some of the items in these estimates? Kind regards RetoCreating a percentage report for a subset of textual string containing values from a Desk ticket table
I'm trying to create a percentage report to compare a subset of textual string containing values which were imported from a Desk ticket table. I can't find the proper syntax which allows the selection of specific values from this column. I want to compare the count of this subset of values to the count of another subset from the same column. Could you please help me out about this issue.Journey in 2018 - A Zoho Analytics Travelogue
2018 was an eventful year for Zoho Analytics, as we had the Zoho Analytics 4.0 release in November. The product has moved more into the Analytics realm with a lot of key features such as Ask Zia, Forecasting, Auto-data Blending, Data Alerts, Contextual Commenting, Geo Map Charts, and Dashboards with flexible layouts. We have revamped the interface completely too, to enhance user interactions. We introduced a good many connectors to popular business apps over the course of the year. We take this opportunityGet a Median Line in Zoho Reports Chart?
Hello, Is there a way to get a median line in zoho reports bar chart? Thanks and Regards, Atul Jain.Craete report of timeline (history) using zoho report for all modules.
Hi, we want to create a report in zoho report which will show the history of records. We need this report for all modules. Can we do this in zoho reports? If yes can anyone share the steps for this.Constant Contact Api Sync
Hi, I wanted to know when or if it possible that Zoho Analytics will be able to pull Constant Contact live data from the account? I know it is possible with the exel and csv files imports but I wanted the more automated sync option. Thanks.Share Permission
Hi, this is my first question in this forum , it seems to be very easy ,but i cant figure out .can any tell me how to give shareable permission to any user, i tried some options from share icon, but user are not able to see any enabled option/button on this view, can any tell me what i m missing your help would be highly appreciatedCombining Data from Multiple Zoho Apps?
I am just starting to learn Zoho Analytics and would like to know if it is possible to create dashboards and reports that pull data from several different Zoho apps. So far I only see how to connect to one Zoho app at a time. Example: I would like to create a report or dashboard that shows my open tasks across the main Zoho apps I use - Desk, CRM and Projects. Is this possible? Thank YouPivot Table Sub Totals Average decimal place
Hi, I have created a pivot table that does quarterly sub totals. Instead of sum I have changed it to average. How do I make it show with 1 decimal place? I the decimal only in the subtotals as I am doing average. The data set I have is a count. Thanks SonyODBC Connectivity please!
A way to connect to ODBC database drivers would be wonderful!!!!Pivot Table - hide column
Hi, I have a pivot table with rows to generate a report that is text based. I want to use a column that has numbers to do the sort order. However I do not want this column to be displayed. Is it possible to hide a column in pivot tables? Thanks SonyTrying to apply countif function to accounts instead of opportunities
I am trying to create a formula which counts the number of accounts where a particular condition is met but the output is instead counting opportunities relating to those accounts The formula I have is "countif("Accounts"."ATS Contract Go Live Date"<(currentdate()-90))" I want the number of accounts which are over 90 days old but the above formula keeps counting the total number of opportunities relating to these accounts which obviously gives a higher figure than it should Thanks SarahIntegration with CRM & Project - missing fields
Hi CRM: I am trying to create reports in Analytics from data in CRM which I would like to filter by User role. Role isn't included in the Analytics User table and when I looked at the configuration in CRM the User table was shown in the list of modules you can select additional fields for. Projects: I want include the users' project portal rate in reports but again I can't see any way of pulling this data in from projects (only the User Hourly Rates table which would require manual data entry). IfCustom Defined Parameter
I've been using Zoho for the past few days. One of the things missing is a Custom Defined Parameter that I can use in functions as well as user settings. I could list multiple use cases for this but YTD and MTD would be my biggest requirement. So for example - On the user filters I have Report Date - Which shows a date picker and I can select 2018-11-15 for example. This is linked to the User Parameter I have created paramReportDate Now in my functions I can create Sales_YTD with something like thisPivot View - Custom Sort
I have created a Pivot View. I am trying to apply a custom sort for the rows. The list that I have has more than 500 values. It would be nice to be able to drag and reorder multiple items. At present it is only possible to do so one at a time.Merging Only Certain Axes - Combo Bar
Would it be possible to implement a feature (specifically on the Combo Bar), where we can choose which axes to merge into groups? For example, I want to have a graph with two bars for "current year" and "previous year" sales, both on a merged axis, and then a line representing the variance percentage going through them on its own axis. Currently it seems like I can only merge all of them together or have them all separate, both of which are problematic. I can set identical manual ranges on my twoNext Page
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Make 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 linkHow 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 formulaContextual 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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