Aggregate Forumula - Variance %
Hi, I have financial data with Actual and Budget $s. I need to create a Variance and Variance % calculation. I created the Variance calculation as an aggregate formula: Var. = SUM(Budget - Actual) I then tried to create a Var. % which using the aggregate forumula "Var.". Var. % = SUM(Var.) / SUM(Budget). I get an error. See attached screenshot. Thanks SunilAggregate formula in table not available in view
Hi, I created a few aggregate formulas in my table. I then would like to have a view on top of the table followed by pivot table. Prefer not to have a report (pivot or chart) directly connect to a table but to connect via a view. I noticed that aggregate formulas in a table do not transfer to the view. Is this correct? If yes, they do I rebuild the aggregate formulas in the view? Thanks SunilWhitelabel Solution Implementation
Hello! We've recently bought Zoho Whitelabel solution. We've implemented all the other technical things like domain mapping and all. Can anyone suggest how we can implement login for the solution?CloudSQL - Insert, Delete, Update operations
Hi, According to the online docs: SQL querying over HTTPS Currently it supports SELECT querying over HTTPS INSERT, UPDATE and DELETE statements will be supported soon Can you confirm if INSERT, UPDATE and DELETE operation is implemented, and if not, any thoughts on when this would be implemented? I can use the traditional SQL_ACTION=DELETE but I do prefer the native SQL structure that CloudSQL provides. Thanks SunilNew Features rolled out on Aug 30, 2017
Zoho Creator Advanced Analytics We at Zoho Reports are extremely thrilled to announce the general availability of the much awaited Zoho Creator Advanced Analytics Integration. Zoho Reports Advanced Analytics Add-on for Zoho Creator enables you to easily slice & dice your application data and create insightful reports & dashboards. Users can embed reports and dashboards within your Zoho Creator apps. Empower your creator applications with deeper analytical capabilities from Zoho Reports. This integrationQuery SQL with inner join
Hi, I have a transaction table with heaps of rows. I want to create a SQL script that gets all transactions with the minimum transaction date. Eventually I want to purge/delete old rows using the delete API. Logically this is two steps: 1. Get minimum trans date from transaction table. 2. Select all rows in the transaction table where trans date equals the minimum trans date from previous step. I tried the following 2 SQL statements but receive different errors messages: SELECT COUNT(*) FROMSQL Query for adding previous row with current row
Hi ZOHO Reports Team, I have the following table (See attached) that has 5 columns and each column has 4 rows. I want to create a new Column that will add the value from Previous Row to the current row and display. For Eg: For the column "Revenue Difference", the Rows should have the Formula like below: Row 1: April 2017 :: (Budgeted Revenue - Actual Revenue) = "Revenue Difference Row 1" Row 2: August 2017 :: "Revenue Difference Row 1" + (Budgeted Revenue - Actual Revenue) = "Revenue DifferenceNumber of rows used in a database
Hi, Is there any easy way to write a SQL or call an API to find out how many rows are used in a database i.e. sum the rows counts of each table (not view) in a database. I tried the SQL path as shown below. When click the Execute button it works. However, if I try to save the SQL as a view and error pops up - "Parsing of Query failed, please check the syntax ". SELECT SUM(rc.row_count) row_count FROM (SELECT count(*) as row_count FROM "event_log" UNION SELECT count(*) as row_count FROM "job_log")If statement Issue
I wrote this if statement in the Markup Qualified Formula Column if(("Type" = 'PV' and "Markup" > 0.3999), 1, (if(("Type" = 'HEAT' and "Markup" > 0.3999), 1, (if(("Type" = 'TANK' and "Markup" > 0.3999), 1, (if(("Type" = 'EV' and "Markup" > 0.3999), 1, (if(("Type" = 'BATT' and "Markup" > 0.1999),1, 0))))))))) I am trying to say: If (Type = PV or HEAT or TANK or EV) and Markup is greater than .3999 then 1 Else If Type = BATT and Markup > .1999 then 1 Else 0 However in the screenshot below itUsing variables in Pivot Reports' filter
Hello, Is there any way that I can use a variable, instead of a value or range or top/bottom %, when adding a filter to the report. Example: I would like to pass a variable from a script that calls a chart/table. The value in that variable will be used to filter the records to be displayed or charted. Any help would be appreciated Thank youGantt Chart not showing correct dates
I am importing a project report from ServiceDesk Plus into Zoho in hopes of creating a delivery schedule report (Gantt chart). We are using the schedule start and scheduled end dates, but everything on the chart is showing Jan. 1972 as the date. The date fields I imported and used the mm/dd/yyyy format in Zoho from a CSV file. I have attached a couple of screen shots. Screen01 shows my report and report config. Screen02 show what I get when I click on one of the bars in the chart, no data butLookUp and Relational Errors
Hello, I'm trying to change the relational model of my database because they are improperly linked when I sync and no data is showing up- see attached proposed relationship. When I attempt to create a lookup I receive an error message- see attached. Any help would be greatly appreciated. Thanks!!Error 7309 when sending REST call to API
Hello, My compagny is currently starting to use Zoho report. We need to automaticaly send and get data from Zoho report so I am using the API. I ran into error 7309 which is not documented. I use the command curl : curl -d "ZOHO_ACTION=EXPORT&ZOHO_API_VERSION=1.0&authToken=fc7737f589d6ee8353b0fd396bbce16a&ZOHO_OUTPUT_FORMAT=HTML&ZOHO_ERROR_FORMAT=XML" https://reportsapi.zoho.com/api/bastien.a.meunier@capgemini.com/SalesTest/sales I am just trying to get table "sales" from database "SalesTest" whichWhat's New Monthly Digest: July and August 2017
August --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Zoho Desk Advanced Analytics The Zoho Desk Advanced Analytics integration which was previously in beta has been rolled out. This connector enables Zoho Desk users to easily analyze their help desk data and track their key help desk metrics. The Zoho Desk Advanced Analytics connector comes bundled with overNew Features rolled out on Aug 22, 2017
Zoho Desk Advanced Analytics We at Zoho Reports are happy to announce the general availability of Zoho Desk Advanced Analytics integration. This connector enables Zoho Desk users to easily analyze their help desk data and track their key help desk metrics. The Zoho Desk Advanced Analytics connector comes bundled with over 75+ domain specific default reports & dashboards such as agents' performance, customer analytics, deadline complience, satisfaction rating, and much more. You can also createColumn containing multiple values with a delimiter
Hi, I have a column containing multiple data values separated by a pipe delimiter. I know the number of values packed in the column. Is it possible to write a SQL query to extract the individual values? For example. Transaction Details (single column) =============== SUCS|$50|SALE|REF10291 We have a single column containing 4 pieces of information. Using SQL (or may be a column formula?) I would like to extract the four pieces of information as separate columns i.e. TransStatus, TransValue, TransType,Zoho Desk & Zoho Reports Integration
Need I say more? Ok, I'll explain further. It would be great to have access to our ticket data & happiness ratings in zoho reports. We use zoho reports to keep track of all of our key metrics & i'd love to see how our support interaction dataset influences items like lifetime value, etc.Need to create a report that reflects all the accounts with open activities as well as the activity description
Hi, I need to see the list of activities/ tasks that are pending (open activities) along with the activity description along with the due date (even if it has passed) Can you please tell me the exact procedure to pull this report out. Thanks!How to measure first reply time and solution time in woking day and hours
Hi, In order to measure our performance on SLAs, I need to get the first reply time and the resolution time calculated on a working days / hours base. Can you help on this? Thanks JeremyCreating Zoho Reports customized for specific industry verticals?
Is anyone creating Zoho Reports integrated with Zoho Books that are customized for specific industry verticals? Looking to do so for lawyers and would like to share and collaborate if others are interested. Earl RudolfoIntegration between Books and Proyects
Good day! I have both Books and Proyect databases imported into Reports. Books and Proyects are integrated so expenses can be registered on Proyects and be reflected in Books. I can see in both Books and Proyects that when I register an Expense (Proyect, Amount, Supplier, etc) this information can be seen on both apps. I need to make a report on Reports that shows how much has been spent per Proyect, but i cant see what ID or data lets me relate both databases, nor can i find a table/s on eitherZoho Report wanted: Invoices with line items
Hi, in Zoho Reports I am failing to create a report (database: Zoho Books) that shows all outgoing invoices with their respective line items. Please advise! Thanks and have a great day! MarkSum MAX values based on date
Hello, I am trying to sum max values based on the date column with aggregate formulas. I have the "Jobs" and "Date" columns and I would like to sum the max value of jobs for each year. Is there a way to do this directly with aggregate formulas? Thanks a lot KastriotIs there any way to hide or disable the share, export and publish button?
Hi, We are also proposing Zoho Reports to insurance agency in Japan.They are very strict about information security control with their financial industry background. Is there any way to hide or disable the share, export and publish button, as bellow , depending on the user profile etc.? It is also alright to hide or disable this whole organization by paying an additional fee. I thank you for your support! Regards, JunyaHow to add data from previous Row to current row in ZOHO Reports
Hi ZOHO Reports Team, I have a requirement that I need to create a Column by adding the Previous Row data to the current row to get the value. This is for a SQL Query Table. For Eg: Column Name: "Revenue Difference" Row 1: April 2017:: (Budgeted Revenue Row 1 - Actual Revenue Row 1) = "Revenue Difference - Row 1" Row 2: August 2017 :: "Revenue Difference - Row 1" + ((Budgeted Revenue Row 2 - Actual Revenue Row 2) = "Revenue Difference - Row 2" Row 3: June 2017 :: "Revenue Difference - Row 2" +Adddate - not adding
Hello, I am relatively new to Zoho, but the admin for my organization. I am trying to use the Adddate function in the web-based reports with the formula below. In the report, it is not adding the 90 days, just repeating the date. Any help is appreicated, this is the formula below: Adddate(${Deals.Implementation Date},90,'DAY') Thanks in advance! LaurieNew Features rolled out on Aug 7, 2017
New: Notifications Corner in Zoho Reports The Notifications feed in your Zoho Reports account will notify you instantly on any new activities in your account. This will also enable you to access the relevant information from the notifications feed itself. You can access the notifications feed by clicking the Notifications icon in the top right corner of your Zoho Reports account. Click here to learn more.Add custom fields - User Module
the organization of users that I have is complex across a number of subsidiaries. I am trying to create a number of teams for Zoho Analytic Reports that are spread across multiple roles, profiles, and territories. Instead of selecting list of users each time, I wanted to add a couple fields to the user screen in CRM so I can use them to define new groupings for the purposes of reporting in CRM and Analytics. Is this possible?Query table doesn't run
Hello, I am having difficulties running a custom query. The query works on my servers as well as different mysql clients but I am not sure why it isn't here. The query: SELECT t.month, t.year, SUM(CASE WHEN status = 'Churned' THEN 1 ELSE 0 END) as 'churned_no', SUM(CASE WHEN status = 'Active' THEN 1 ELSE 0 END) as 'active_no', SUM(CASE WHEN status = 'Resurrected' THEN 1 ELSE 0 END) as 'resurrected_no', SUM(cASE WHEN status = 'Inactive' THEN 1 ELSE 0 END) as 'inactive_no'Change relationship in Zoho Reports
HI, can i change the relationship from Event_Owner_ID to Created_By Regards HubertCan we export Sales Summary with item details in XML format.
We can only export sales summary, not with item details in existing Zoho application. Can I export sales items data with Sales Summary in XML format.New columns in Zoho form does not appear in Zoho Reports
Hello Folks, I have created a new application on Zoho Creator and linked the specific form to Zoho Reports, so that as in when we make changes to the form or add new rows, that should dynmically appear in reports. I have added a new column in the form and re fetched the data in zoho reports. Butaw the newly added column is not getting fetched into the reports ? What could have been the reason for this ? How to fix ? thank you.Dynamic filter with dropdown filter
Hi, I'm trying to use the dynamic filter passing in the URL a as explain here . The problem is because the dropdown filter is not been filtered according the parameter in the URL. I had already defined the dropdown filter to show only the "List only relevant values" as explained here . Example: https://reports.zoho.com/ZDBDataSheetView.cc?OBJID=1230135000000004357&STANDALONE=true&INTERVAL=-1&REMTOOLBAR=true&INCLUDETITLE=true&INCLUDEDESC=true&ZOHO_CRITERIA=user_id=11 I'm filtering only data whereSharing Filter Criteria
Hello, I created a report that shows what accounts have not been visited by a sales rep in their territory. The report works as intended. I want to share this report with each sales rep, so I created a private link. When I did this, each individual sales rep can see every sales rep's information: So, I then attempted to apply a filter criteria using User's Email = their login email, so, for example, if Jody Tucker logs in, he will only see Jody Tucker. When I logged in as Jody Tucker to see ifGet record from zoho reports
it is possible get particular record from zoho reports ?Has Zoho Reports crashed?
I'm not able to open any of my reports, let alone work on them. I had yesterday written to Support requesting urgent attention but no reply so far. Today the situation seems to have deteriorated. There is not even an error message. All I see is the below (Generating Report...). Recent experiences have left me look for alternatives. Does anybody here have a first-hand experience with Microsot Power BI or Amazon QuickSight and tell how they compare.New Features rolled out on July 25, 2017
New Customization options in Dashboard Themes 1. Dashboard Themes now allows you to customize the Font style and color of the title and description of individual reports embedded in a dashboard. To use this option, open your dashboard. Click the Themes button. Select the appropriate theme and click Customize . In the Dashboard Themes dialog that opens, you can customize the font style, size and color for the title and description. 2. Henceforth when you create a new dashboard by default theHow to show request id vs internal ticket id
Several of the reports come back with the internal ticket ID as opposed to the customer viewable request id. What am I missing? DaveGateway Zoho Reports
Hi, I need help with this, Iam try different BI intelligence software between Power BI and Zoho Reports, in lasted days i worked with Zoho Reports all intelligence BI of my company and the tool is good for me, but Power BI have something that i dont see of Zoho Report this is something call Gateway, this tool let me do a Direct Query to my database from cloud in real time see tha data of my SQlserver database. For upload data to Zoho Reports i use ZohoReportsUploadTool_Windows this import an queryWeek date range in pivot table
Hello, I need to create a report that breakouts the data by week. I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 28 2017' format. Is there anyway to get the actual dates in there? ex. 10/7/2017-16/7/2017 ThanksNext 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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