Single Zoho Analytics connection to multiple QB Online Accounts
We have a requirement from Bookkeeping firm using Zoho Analytics to fetch data from multiple client QB Online accounts using single Zoho Analytics Account. Can you please confirm if single Zoho Analytics Account datasource can connect to multiple QB OnlineWhat'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 dataLooking for help with Pivot tables.
Good day everyone, I am playing with some test data now, and I have a question. So I am using data that comes from Zoho Projects. I made a SQL query to combine 4 tables together and it all work fine. Now this is an image of the test data. I got all theCalls module deleted on CRM, Sync Failures on Zoho Analytics
Recently the calls and meetings module was removed on crm side. Since it was removed, our zoho analytics sync is resulting in failures. I tried removing calls and meetings from the data sources edit setup menu but neither of them show up. Do I need toUsing Conditional Formatting in a Pivot Table (Zoho Reports)
Hi When will Conditional Formatting be available on Pivot Tables? Also, will we be able to format a column by comparing it to a value in another column e.g. If Service Level >= Target, Then GREEN Else RED Thanks, SheilaHow to capture the agent details first responded in chat
Hello, We're looking to run a report in Analytics against Desk that will identify the agent who responded first to a customer in Chat. Is there a way to extract these details from the tables linked from Desk to Analytics? Thanks for any advice, AjeePeople - Leave Tracker
I need to create a report that contains the leave tracker of the people in Zoho Analytics, but when integrating People I do not see the table with the information.How to match colors for same label names in different charts on the same dashboard?
Hi, I'm having trouble with matching colors between two pie charts on the same dashboard. The issue is that I would like both charts to use the same colors for the same label names ("books", "crm_and_desk", etc), but I'm not able to do so neither usingShowing % of total share for top ten buyers
Hi Guys I am trying to generate a report for Top 10 buyers and using the default Top 10 filter. But when I try sum > % of total, it only considers share among the top 10. I want to show the buyer's share of the total amount sold E.g. Total Sales: 1M TopSync failing with AWS RDS Aurora
Previously working sync is now often failing with the error: All is fine at the AWS end - maybe Zoho Analytics can't work with AWS anymore?Dashboard last time refresh indicator
I have some dashboards open all day on the browser, and I refresh them several times on the day. It would be great to know when the dashboard was last refresh. Maybe we could have a widget that, when the dashboard is refresh, the widget get and display the time (a fixed time, not a clock), so we could have a "Last Time Refresh" indicator on the dashboard.Performing calculations with data in widgets
Hi there, I would like to know if it is possible to create custom summary widgets that rely on aggregate data from columns. For example, I want to calculate the ratio of qualified leads to sales, so if I have 40 sales and 400 qualified leads, the ratioMerging 2 columns
Hi, I would like to merge two columns together (in the same table). One is a date type column and the other is a number type column.How to show 2 date fields on the same line chart?
I have a projects table. The table has 2 date fields. One for when the task is started and one for when the task is completed. I want to show the total for each date field per year month. It works if I put one of them in the X-axis but I obviously canEmpty Cells and line counts
Good day, How can I present cells with no value\empty blank? When i have a total is there a way to hide the individual line count "1" and only show the total Thanks RudyHow to capture last communication with customer
Hello, We're looking to run a report in Analytics against Desk that will identify the last public comment or the last reply to a customer. Is there a way to extract the last public comment date from tickets as well as the last reply to the contact? ThanksHow do I remove a data source from Zoho Analytics?
I am unable to find a delte option on a datasource that i put in the system as an error. On teh web it refers to a setup icon but I do not see that on my interface?How to change a table's Data Source (ex: from MariaDb to MongoDb)?
Hi, I have a table that receives it's data through a Custom Query performed on a MariaDb database and I would like to change the data source to a MongoDb collection (with the exact same columns/fields), but I can't find the option to do this (creatingAnalytics not listening on 8443
Hi I've installed Zoho Analytics on-prem on Windows 10 a couple of times now and everything seems to go to plan and the service runs. I'm leaving the setup on the default port 8443, although I have changed this to try another port. But when I check listeningMissing data rows in Zoho QuickBooks Analytics
Dear All, We seems to be experiencing an issue where we are missing data rows at least one of the tables synced via Zoho Analytics QuickBooks Analytics. The Budget Details, and related Budgets, tables are not synced by default when establishing/settingUrgent: Transferring Zoho Analytics organisation ownership and migrating Workspaces
Hi, we have quite a complicated issue to explain, so please bear with me as we urgently request support on it if anyone can please help us. Our contact at Zoho Analytics is on leave today so I'm really hoping someone here can help with the answer in theirReporting on who booked a meeting
Good afternoon, We're using Analytics to pull data directly from CRM. One of the reports I'm trying to create is a 'Booked By'. In Leads we have a 'Meeting Date' (Date/Time) and 'Booked By' (User) field, which we use to generate a report on all meetingsI want Date Difference in Days
Hi I have a table where i want to calculate TAT from 2 columns one is from the date of submission of document to Claim paid date and another is Date of submission of document to till date. I am unable to achieve it with formula column please help me toQuickbooks Profit & Loss
I wonder if anyone here has experienced any difficulty creating their Profit and Loss report in Zoho Analytics from Quickbooks. At first, I've synced our Invoices, Credit Memos, Journal Entries, and Deposit table along with their line items to createHow can I list all views (tables, queries, etc) related to a single dashboard?
Hi, I was wondering if it is possible to list all files / views related to each of my dashboards so that I can best relocate them in folders.Monthly averages based on "FULL" weeks in month
My data is set for a start day of the week being Monday. I want to pull monthly averages for our events that run on Mondays, Wednesdays, Thursdays and Sundays. The problem I run into is a monthly average for January 2024 runs Monday Jan 1st - WednesdayWidgets Compare Values
Is there any way to compare 2 columns rather than just the latest and previous based on a date filter. So for example I have Sales Value and Sales Target. As part of the Widget I would like to compare the difference between these 2 based on the Year orReport Data Table in Microsoft Excel or Zoho Sheet
we are built automatically generate po order as per our item qty reorder level etc... in excel sheet prepared for po import in zoho book. I create item-related report in zoho analyst. i was daily report download excel sheet in my folder and this excelPie Chart: Top 10 Values
Hi there. I am creating a pie chart where the sections (the x-axis) each represent a company, and the section sizes (the y-axis) represent the the sum of the respective company's revenue. I have added a filter that only includes the 10 companies withWhat am I doing wrong or is not do able?
I am trying to create a report and group by specific field with a total count. If all I want is a total for the "full name," why is it giving a total for other fields? I would greatly appreciate any help. This is my pivot This is the result;Hiding row in pivot table
In a pivot report it is possible to show/hide coloumns, but if i want to hide a specific row I can not get it to work without doing it mannually. I have 6 data rows showed each month. By removing the same check each month, I can in the end remove theSub Folders
It would be great if there could be sub-folders in reports. We have a ton of individual reports and folders that would be easier to navigate this wayWorking with Monthly averages
Hi everyone! I am trying to work out an issue...our church has a week of Monday through Sunday. I am trying to do averages on our months (which is dicated by Sundays) For example, the first Sunday in February is 2/4, so I want Monday - Sunday to be aCreating a Report using a multi-line text
How do I create a report to determine to distinct count from two columns: (i) a unique ID column and (ii) multi-text column (with a ; delimiter) For example User ID Colour Preferences 1001 Blue; Black 1002 Black; Red I want to create a chart that countsHow to make LAG function work?
The Add Formula column modal shows that Lag, Lead, etc. window functions are available. When I try to add the formula as lag( MAX("Date"), 1), it gives this error: Please use aggregate formula option to create aggregate formula. But the function descriptionChart showing Age in Months for each month
Hello. I have a Client record with a field for Date of Most Recent Enquiry (RecentDate). I want to track the number of clients with RecentDate between 12-24 months each month. So I can see, for example, in May 24 we had 1000 Clients aged 12-24 months,Frequent Zoho Analytics Sync Failures
Analytics sync is continuing to frequently fail - every 2 or 3 days we'll have a sync failure with unhelpful messages like this: When you try a manual sync on the failed table it typically says "sync already in process" even though it's clearly erroredTip of the Week - Geo Chart from Text Column
When your dataset contains geographical data columns (continent, country, county, state or city), Zoho Analytics automatically sets them to the corresponding Geo data type. However, there may be cases where the auto-identification may not happen. Like when too many data values are mis-spelt, or are empty, the Geo column may get identified as a Text column. You can still use the Text column and specify it as Geo data type in the Chart editor. The following animation explains how this is done (creatingwarehouse level inventory valuation
Currently i have multiple warehouses in an organisation. When i select inventory valuation, i can view organisation level valuation. But i would like to filter it down to warehouse level inventory valuation. I was informed that i can create custom reportsERROR DECLARING DATEFORMAT IN ZOHO ANALYTICS
I am using the Zoho Analytics API (https://www.zoho.com/analytics/api/v2/data-api/add-row.html) and, as mentioned in the documentation, to record date and time data, the data must be formatted if you want to store it in a custom format. By default, theNext Page
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Announcements
What’s New in Zoho Analytics – September 2025
Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded[Webinar] The Transformative Power of Gen BI
Traditional decision-making tools are no longer enough. The integration of generative AI into business intelligence (BI) is proving to be a true game changer—enabling businesses to make faster, smarter, and better informed decisions. Early adopters ofUpcoming Change: Snowflake Username/Password Authentication Deprecation – Action Required
Hello Users, Snowflake has officially announced that username and password-based authentication will be deprecated by November 2025. You can find the official announcement [here]. If you're using a Snowflake connection in Zoho Analytics to import data,Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience
Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that youAnnouncing Agentic AI - Ask Zia!
We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.
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Zoho Analytics - Make text clickable in underlying data
Hi Community, I have a simple sales report based on a Invoice query table. I have included a link on to each invoice on the table and sent the Invoice number URL to the link. This works find in the query table, but when I click underlying data on theIs it possible to create a word cloud chart in ZoHo Analystics?
Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be ableIs it possible to pull the Zoho desk data into Zoho analytics in real time
Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?
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Sticky Posts
Tip of the Week - Spot Risky Sales with Conditional Formatting
In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to applyWhat’s New in Zoho Analytics – September 2025
Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expandedAnnouncing Agentic AI - Ask Zia!
We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.Invitation-Based User Access in Zoho Analytics
Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve securityZoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience
Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you
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