Important Update: Facebook Metrics Deprecation & Impact on Zoho Analytics
Dear Zoho Analytics users, Facebook has deprecated a set of metrics from the Facebook Pages Insights API, effective November 15, 2025. As a result, these changes will affect any reports and dashboards in Zoho Analytics that rely on Facebook Pages data.Default to Current Date
I'm importing data from a excel spread sheet that does not have date column and I'd like the date column in the Zoho Database to default to the current date. Any way I can do this?[Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.
Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs areTip 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 applyTip 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 toGantt for 2 or more projects
Hello, I'm trying the free version of your produtc. It is veryyy good!!!! I don't know if in the Standard plan, I can overview a Gantt Graph for 2 or more Projects Milestone. This would be very helpfull for managing teams and taking decisions about who I will assign a task to. In the paid plan Do I have this possibility? Thank you.[Product update] Updated Data Synchronization Process for QuickBooks - Zoho Analytics Integration.
Dear QuickBooks integration users, We’re making an important update in the way data is currently synced in your QuickBooks integration within Analytics workspace. What’s changing: Previously, with every data synchronization, Zoho Analytics used to fetchTip of the Week - Extracting Data from JSON Columns
Let's say you are importing a CSV or Excel file into Zoho Analytics. What if the file contains a few columns in JSON format? This is where Zoho DataPrep, embedded right within Zoho Analytics, comes in handy. This week's tip explains how to extract data[Action Required] Zendesk - Zoho Analytics integration requires re-authentication
Dear Zendesk integration users, Zendesk is transitioning to a new OAuth model that uses refresh tokens for improved security and stability (read more). As a result, all Zendesk users in Zoho Analytics must re-authenticate their Zendesk connections onWriting SQL Queries - After Comma Auto Suggesting Column
When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? AnyoneKPI Widget would not load columns
My Zoho Analytics would not load columns on KPI Widgets, is there anyone who could help me on this?Geo-Powered Retail Intelligence with Zoho Analytics
In today’s highly competitive retail landscape, data-driven decisions are no longer optional — they’re essential. While businesses collect vast volumes of data across regions, stores, and customer segments, the real value lies in how effectively thisCreating email schedules with custom filters for Pivot/Summary Reports in Zoho Analytics
Hi Zoho, I have a Weekly Inventory Report that I'd like to send out to various vendors. Is it possible to create an email schedule for each vendor with customized filtering at the scheduling level? Currently, we generate two pre-filtered reports (copiesETL process employed by Zoho Reports
Hi, Can you please tell me what are the ETL processes and technologies employed by Zoho Reports ? Thank you.Customer Segmentation using RFM Analysis
How well do you know your customers? Whether you operate in a B2B or B2C space, chances are that 80% of your business comes from just 20% of your customers (Pareto's Principle). According to a study by Forbes, acquiring new customers costs five timesTip of the Week - Timeline User Filter for Dashboard
Does the Date User Filter in your Dashboard leave out a few reports from filtering? This happens when the reports are not created over the same table and the (time) column over which the user filter is created. To solve this, Zoho Reports has a Timeline User Filter. This filter applies the criteria on all reports, matching it with the best possible date column associated with a report. i.e., if your reports are based on a date column, then it will filter it for that data column. To know more on"Age in Days" calculation in Advanced Analytics
Hi Can someone advise how this is calculated? I am getting values on this report which I cannot understand. Thank you[Blog] Augmented Analytics in Healthcare
In Healthcare, achieving outcomes through innovation, at a lower cost, is more imperative now than ever. Find out more about how Analytics augmented with AI, can be an enabler in improving healthcare outcomes, from our ZohoAnalytics blog Read it fullySolution of the Week: Financial Reports with Impactful Visuals
Finance reporting is a critical part of understanding an organization’s financial health. With Zoho Analytics, you can easily create dynamic reports such as Balance Sheets, Budget Statements, and Profit and Loss Statements. Now, with the release of ZohoSolution of the Week - Multiple Organization Setup with Same Base Currency
You can use the Zoho Analytics integration with Zoho Finance to create financial statements like balance sheet or profit and loss statement easily. The integration setup can be done in two ways: Single Organization Setup Multiple Organizations Setup IfTip of the Week - Dynamic URLs for Business Applications
Interactive data visualizations and dashboards help uncover and understand insights instantly. The dashboards created will be viewed and accessed by other organization members, so it's imperative for the dashboards and reports to be interactive. ThisHow 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? ThanksTip 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 (creatingSolution of the Week : Consolidated Balance Sheet for Multiple Organizations with different base currencies
In the previous solution, we discussed in detail about creating a Multiple Organizations Setup with the same base currency. In this solution, we will be addressing the process of creating consolidated financial reports, such as a Balance sheet, for multipleMerging Cells
I wonder if someone could help me with this problem? I have looked through the forums and noticed that someone posted the same question as I'm about to last year, but it was not answered. OK....I have created a table with three columns and a number of rows. I would like to merge cells but can't seem to find a way to do it. Can anyone help with this?Date Last Modified
How does one set up a field to automatically record the time and date that its row was last modified?Request for Zoho Analytics Query Version history
Hi Team, As and When I am working on the Huge SQL Queries, I feel insecure especially, when i am making changes to the working query. If there is any improvements needed in the Current running query. Is there any plans for Version history for the QueriesReport of the Week - Packed Bubble Chart
Zoho Reports allows you to display large data points efficiently packed within a small space using the Packed Bubble Chart. Packed Bubble charts display the data as a cluster of bubbles. Data in the columns plotted define the size and color of the individual bubble. This provides an effective visualization in easily comparing the categories by looking at the size of the bubble. The below illustration shows how to create a packed bubble chart. The following are a few sample Packed Bubble Charts.Solution of the Week - Consolidated Balance Sheet for multiple orgs, multiple countries with different base currencies
In the previous posts, we discussed how to create a consolidated balance sheet for scenarios using Zoho Analytics where multiple outlets operate within a single country using the same base currency, and for cases where there is an organization with aAll Zoho Survey tables explained
Introduction Hey everyone! Sometimes, deciphering the structure and meaning of data in Zoho Analytics, especially when Zoho’s native syncs and integrations are activated, can be quite challenging. That’s why I’ve put together an overview, not only toExporting Analytics Dashboards as PDF Reports
I am trying export PDF reports from analytics reports/dashboards that are aesthetically pleasing enough to send to clients. The native export has been a clunky process for me and the formatting has been inconsistent. Is there a 3rd party app that I canQuery doesn't refresh if subquery value change
Hi Zoho People, I run through a simple problem of a query not being refreshed. I have a table called "Params" with a column "Mois". The table has a unique row with the value of say "8". I have written this Query statement : SELECT "Date", "Qui", "Jour" , count(1) 'Nb Vis' FROM "Visites" where month("Date") = (select "Mois" from "Params") group by "Jour", "Qui" This statement runs without problems and reports all rows whose date is the 8th month. If I update the table "Params", changing the valueSort/Filtering on List of Import Tables (Data Sources)
I would like to see at least some sorting (filtering would be nice too) in the 'Data Sources' tab, on any given data source, where you are provided a grid of your imported/synced tables. This would make sync troubleshooting and analysis much easier.Understand Customer Purchase Behavior and Boost Sales with Market Basket Analysis
Delivering a personalized purchase experience is the key differentiator for businesses to increase sales and brand loyalty. Market basket analysis, also called affinity or association analysis, is a data mining technique that helps discover significantShare with Support
I had recently shared my Workspace with support as part of troubleshooting (ticket #1). The problem is still under investigation and has been over 2 weeks now. Following another issue (ticket #2) I noticed that support were able to access my workspace. I then realized that my Workspace was still shared (as part of Ticket #1). It would be better for the Admin to be aware that the Workspace is being Shared with Support by some indication/mark/colour etc on the Workspace. Best regards, SonyReport of the Week - Stage Analysis
Potential stage history analysis helps you track the stage movement of each potential. Tracking the wins and fails helps you avoid repeating the mistakes of the past and define better processes to convert more potentials into wins. This week, let's seeTip of the Week - Embed View into Zoho CRM with Dynamic Filter
You can embed the views created in Zoho Analytics into Zoho CRM as a Web Tab using the Permalink of the view. Zoho Analytics allows you to dynamically filter your embedded views based on the user logged in. You can achieve this using Variable. Using Variables you can embed the same report with different filters for each user thereby controlling the data that could be accessed by the users dynamically. The following video illustrates how to embed with a dynamic filter based on the users' email address.Website Alarm Monitoring
Watch this video to learn about the importance of aligning the alarms metric with your business goals, and how it can be achieved using Zoho Analytics and Site 24X7 integrationHow to publish and share portals?
Portals are an advanced way of data storytelling. In this video, you will learn about how to publish and share portals on Zoho Analytics.Monitoring the Operational Health of an E-commerce Platform
In the dynamic landscape of e-commerce, ensuring the seamless operation of an online platform is paramount for sustained success. Watch this video to know about critical aspects of Operational Health.Next Page
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Announcements
What's New in Zoho Analytics - November 2025
We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What'sWhat's New in Zoho Analytics - October 2025
Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! ExtremeWhat’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,
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Can I use a Standalone CRM Function as the Callback URL For Async Export Data API?
I am creating an export job using this API https://www.zoho.com/analytics/api/v2/bulk-api/export-data-async/create-export/view-id.html There is a "callbackUrl" key in the CONFIG object. I tried copying the URL for a standalone function in CRM which canIs it possible to sync data every 5–10 minutes in Zoho Analytics (CRM or Excel imports)?
Hello Team, I want to know if Zoho Analytics supports near real-time syncing of data from different sources. My requirements: I am importing data from Zoho CRM → Zoho Analytics I also have some datasets maintained in Excel/CSV I want both data sourcesHow to Rank Tables by Row Count in Descending Order
I am trying to understand the consume of lines that grow up so fast in the last week. Is there any way to create a pivot table or query to get TABLE NAME LINES in descending order?Google Analytics import data inaccurate (as of October 11, 2025)
We have Zoho Analytics connected to GA4 to import daily event data. This has been running without issue for a couple of years. However, a month ago we started noticing discrepancies. All data until October 10 lines up perfectly - October 11 onward isPrinting Multi-Page Reports (PDF Export)
Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experience
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What's New in Zoho Analytics - November 2025
We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What'sWhat's New in Zoho Analytics - October 2025
Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! ExtremeTip 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.
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