Can the text data be displayed in the dashboard from a source table (inside a widget or text element?
In a KPI dashboard, wanted to show the customized comment about the filtered user from the source tableReports and Dashboard required on targets vs achieved -
We have a CRM module that has information about the targets and another module that stores information about the achievements. The target table has the target set for an entire year and has a field called target start date as 1st of April that year. ThereTip of the Week - Conditional Formatting Chart
Conditional formatting allows you to highlight your data series based on a pattern or a trend in your data. This makes it easy for you to identify when your data reaches certain values or when it deviates from the trend. Zoho Analytics allows you toHow to Duplicate a Dashboard and Point the Duplicated Dashboard to a New/Different Dashboard
Is it possible to duplicate a dashboard view, its reports and point the duplicated dashboard to a new/different dashboard? If so, how do I achieve this?Multi Select Filter off comma separated values
Hey friends! I have a query table for a couple of dashboards/ charts. In one of the dashboards, I'm trying to create a multi select filter for the service that is being sold. The way we look at services is by a CRM field titled, "Mail Lead Entities,"Drill down on Widget Number for underlying Data
I have a dashboard with single number Widgets that when shared the users can't see the "Underlying Data" when they click on them. Am I missing something? Thanks!Realtime Updates on Zoho Analytics
Hello, I'd like to ask, how do I do a real-time update on Zoho Analytics for query tables? Kindly advise.CRM fields not showing up in Zoho Analytics
We are using Zoho CRM + Analytics to run a student support program, and we are trying to build out basic reports in Analytics about this program. We keep encountering a problem where important fields do not show up in Analytics even though they are checkingQuery in Analytics for tracking Physical Available For Sale from Books
Need: a query in Analytics on which we can build reports related to Physical Stock from Books items. In Books, each item has an Accounting Stock and a Physical Stock. In the settings you can toggle the 'Mode of Stock tracking' option and we have selectedZoho Analytics - Deleted records are also showing
Hi, in Zoho Analytics, we've set up a form in Zoho Creator and synced both data sources. We’ve also created some reports and dashboards based on this data. However, deleted records are still appearing in Zoho Analytics. What should be done to resolveWhere is my domain? How do I login? Why is it so hard? Why is it separate from my email?
Where is my domain? How do I login? Why is it so hard? Why is it separate from my email?How to filter by null values
Is there a way to filter a widget by null? I want to get a list of records that don't have a date filled in and can't seem to see how without going through a query. Is it possible to do it through the widget filters? Thanks.Tracking History of Picklist Values - how to get data in Zoho Analytics
Hello! I've read that now I can Enable picklist history tracking in Zoho CRM (https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-fields/articles/picklist-history) That is exactly what I need to monitor leads status changing. HoweverFacebook Leads Table is not showing up in data source table list
Hi Team, We are doing facebook marketing and acquiring leads through it. So I would like to get the list of leads captured (form submissions) . We are getting the count of Form submissions in the table, but we are not getting the table for form submission.How to obtain data about outbound emails for Leads in Zoho Analytics
Hello! I'd like to monitor Sales persons activities regarding to Leads (to check if sales persons make any activities with Leads) in Zoho CRM. So I'd like to create report in Zoho Analytic and check how many emails were sent to clients by Sales personsDrill Down - Pivot Table
Is there anyway to have drill down options in pivot tables like in the chart function?Zoho Resource Usage Dashboard
Hello, I would love to know if there would be a dashboard that I can build or that is readily available in Zoho Analytics to track the resource usage of our tables. Information like Who created which tables, how big they are and how fast they are growingMessage "...does not support more than 100 distinct values..." WHY????
I get this message on one of my reports: Sorry, Zoho Reports currently does not support more than 100 distinct values in columns. 'Account Name * Sum(Amount),Count(Amount Tier)' contains more than 100 distinct values. Possibly, you can apply filter to reduce the number of distinct values in 'Account Name' or drop the 'Account Name' field in Rows. I want to list all ACCOUNT NAMES (about 500) with SALES BY ACCOUNT. What is blocking this?Everything is gone!
I set up Zoho Analytics over a year ago to pull data from Excel spreadsheets that are saved to my onedrive. I created reports that calculated scores based on the data and then dashboards to display these results. It took a long time to set up. I run theseHiding Empty Reports in Dashboard
I'd like to create a dashboard which summarizes all information related to an individual. As an example let's say there are 20 tables each with 1000 rows, person X appears in 5 of those tables. I've learned how to setup the dashboard with a url filterTooltip/ Explanation text on KPI Widget
Greetings! I have a report with multiples KPI widgets and I want to include a tooltip with a small text with an explanation of what that KPI means and where that value comes from. Is it possible? If not, there a way to explain to the final user the meaningZoho Projects Work Hours into Analytics
Since the most recent update, my Analytics reports that were comparing Zoho Projects Work Hours (estimate) against Timesheet Hours are gone. They were actually deleted. When I try to recreate them in Analytics there is no "Work Hours" field. WhereBalance Sheet and Trial Balance in Analytics Books Sample Not Balancing
I have connected Analytics to Books and when view the TB and Balance Sheet reports they are not in balanceTip of the Week - Split Columns in Zoho Analytics Table
Want to split a column containing distinct values into multiple columns in your Zoho Analytics table? The below video demonstrates how you can split columns in a Zoho Analytics table.Zoho analytics two column LookUp
If i have two tables that need to be joined matching two values from each table, lets say Columns 1 and 2 on both table. If i set in one table two lookups to the same table will it work? Or would I need to create a query table like so: SELECT Table1.[Columns]Create a live account count
Hi I am new to zoho analytics, trying to make a dashboard which is entirely customisable by date range. I want to create a widget with a count of live accounts. my accounts table has 3 columns which I need to reference. ID, created time, churn date IAnypone document a jdbc for databricks connection?
It seems it takes hours to find a fix to every problem and once I find a fix there is a new issue, have not even gotten data into Zoho yet and there is no documentation on the topic. Anyone attempt to connect to databricks using a jdbc driver and haveAnnouncing 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 teamNeed a working ODBC/JDBC driver to get Zoho Data into Crrystal Reports XI
Need a working ODBC/JDBC driver to get Zoho Data into Crystal Reports XI WilliamAverage Leads Created per month/year/quarter
HI, I have recently integrated Zoho CRM with Zoho Reports for Advance Analytics. I created a report for Leads that shows me Leads created per week in a month say Week1: 10 Week2: 20 Week3: 30 Week4: 40 It shows the grand total i.e. 100 Now I also need to show average leads created this month that would be (10+20+30+40)/4 = 25. I tried using formulas but not successful. Can you please explain me how can I do that ? Please note I'm using a user filter for time period like user can select This Month,Zoho Analytics - Custom Design
Is it possible to customize the design of Zoho Analytics by integrating it with Figma? I need more design flexibility for the dashboard, similar to what other BI platforms like Tableau offer.Constant color of a legend value
It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to makeDuplicate dropdown items
When there are duplicates in the dropdown items, selection isn't working properly. I've added attachment for your reference.Create a race chart to show phase changes over time?
I would like to create a race chart showing the different phases an Account has been over time. Is it possible to do this with Zoho Analytics? If so, what do I put in the different fields: X, Y, colour, text, size, and the data (actual value, count, distinctCreate lookup between two module is not allowed
Hi , May I ask what is this msg means for?How do I create a report for emails sent out
I want to create a report that shows the emails that were sent out to Leads. I see it can be done with Call but not with Emails. Any help? ThanksZ Books Inventory Balance
I am trying to prepare a list of the stock on hand for each item and looking for the table in Books that contains this informationzoho analytics
Good day, Zoho team. I would like your help to find out if anyone, when creating a dashboard, can separate the chart by owner. In other words, can each owner have their own metric in the dashboard, or can it only be generated as a whole? I greatly appreciate"The above query cannot be saved, a maximum of 3 levels of Query over Query tables only allowed."
Did this ever get fixed? Since we can't nest select functions, I need to do different group by clauses in separate queries to get data into one table. For example, I need the 6mo aggregate average and another calculation to get another number based onFailed Sync Shopify Data Source
Since last tuesday im having some troubles with the Shopify Data source as it won't sync properly, leading every attempt to a failed sync.Next Page
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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 data[Upcoming Webinar] Fostering a data-first culture with enterprise analytics
Businesses today are fully aware of the importance of being data-driven, and there are countless companies catering to their needs. Technology and software vendors, specialized management firms, and more enable businesses to set up and maintain theirNew Features rolled out on April, 2024
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Multi Select Filter off comma separated values
Hey friends! I have a query table for a couple of dashboards/ charts. In one of the dashboards, I'm trying to create a multi select filter for the service that is being sold. The way we look at services is by a CRM field titled, "Mail Lead Entities,"CRM fields not showing up in Zoho Analytics
We are using Zoho CRM + Analytics to run a student support program, and we are trying to build out basic reports in Analytics about this program. We keep encountering a problem where important fields do not show up in Analytics even though they are checkingTracking History of Picklist Values - how to get data in Zoho Analytics
Hello! I've read that now I can Enable picklist history tracking in Zoho CRM (https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-fields/articles/picklist-history) That is exactly what I need to monitor leads status changing. HoweverEverything is gone!
I set up Zoho Analytics over a year ago to pull data from Excel spreadsheets that are saved to my onedrive. I created reports that calculated scores based on the data and then dashboards to display these results. It took a long time to set up. I run theseReports and Dashboard required on targets vs achieved -
We have a CRM module that has information about the targets and another module that stores information about the achievements. The target table has the target set for an entire year and has a field called target start date as 1st of April that year. There
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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[Customer Talk] PREMO Group's Analyst Interview at Zoho Day 2022
Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution. Hear more from Claudio Cabeza, Director at PREMO
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