ZOHO Reports - Filter Logic?
Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. MarkGantt Chart - Zoho Analytics
Are there any plans to add Gantt Charts capabilities to Zoho Analytics?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 makePivot table with Text values - "Matrix Report"
User Story - As a user, I would like the ability to display textual data in a two-way table, matrix format (text datatypes, not numerical datatypes displayed as a dimension) One major feature missing from the Pivot tables in Zoho Analytics is the abilityNotes in integration with Zoho Analytics
Will the "Notes" field in CRM be available to upload into Zoho Reports so we can add notes as a feild in the reports?How can I remove duplicate entries in my Zoho Report?
I have a large database (of 80,000 records) and one of the columns contains duplicate values. How can I identify and remove these duplicate values? It's important that duplicates are identified in column "A" only. Thanks in advance.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.Instant Sync of Zoho CRM Data?
With how valuable Zoho Analytics is to actually creating data driven dashboards/reports, we are surprised that there is no instant or near instant sync between Zoho CRM and Zoho Analytics. Waiting 3 hours is okay for most of our reports, but there areSub 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 wayToggle Option for SQL Query Auto-Formatting
We all write SQL queries in a style that makes them clear and easy to understand. However, I’ve noticed that Zoho Analytics sometimes reformats queries in a way that reduces readability - especially when editing existing queries written in a specificRemove limitation to import only up to 100 fields from a single Zoho CRM module
Zoho CRM supports creating of over 300 fields per module. Zoho Analytics supports import of only 100 fields per Zoho CRM module. Please consider removing this limitation. Best regards, Mladen Svraka Zoho Consultant and Authorized Partner www.mladen-CRM User Table
Respectfully requesting you add the ability to sync the entire CRM Users Table including Custom fields as part of the CRM - in other words, under Data Sources, Edit Setup, please show the User Module and let me select the fields to sync. Thank-youNew visualisations
Hi Do you have any plans to launch Sankey charts or Chord charts as part of analytics visualizations? JoeAllowing subqueries in FROM clause
When building a Query table in Zoho Reports, I encountered an error when attempting to put a subquery in the "FROM" clause of my statement. Why isn't this currently supported? Is there a plan to implement this functionality in the future?zoho analytics to do 3D bar map like Excel 3D maps graphs
Hello, It would be nice to have Zoho analytics do a 3D bar map like Excel 3D maps graphs see images:Add "use filter" in the table query
For all reports is a function, and for queries only filter for each column. The users are not comfortable using it.Copy Widget to another Dashboard
I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?Using 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, SheilaConditional display and formatting of dashboard elements
It would be great if we could set conditions for whether or not to display dashboard elements and KPIs. For instance, in the settings for a given element, there could be an item that says "if the value/count/average/max/etc. of this columnNameData isGeo Cluster Mapping as a Chart
I'm interested in having a report that I can use in a dashboard that will be a cluster map of data. I would want each point to contain the meta data from the fields of the table. As of right now, I am having to use batchgeo.com for mapping data, but everything else is generated from Zoho. Here is a sample to a live map.Create charts / reports from pivot or summary tables
If reports or charts can be generated from the pivot or summary table, it would make analysis a lot simpler rather than to create views using the query table which is time consuming.Gradient Coloring for Conditional Formatting
It would be a good addition if for pivot tables (and other types of data tables) you added a conditional formatting option so that you can apply gradient color formatting based on the value being high to lowAdd Analytics function for Title case (capitalising each word in a string)
At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.Tooltip/ 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 meaningSpilt Axis for stacked column and line graph
Each month around this time I prepare a business review deck. One of the biggest annoyances I have with Zoho, also happens to be something that most other platforms have provided for a long time now, and that is being able to create a chart with stackedTip of the Week: Moving Calculation with Dynamic Window
Moving Calculations are ideal for analyzing data sets that fluctuate a lot. Be it stock prices, temperature, or daily sales trend, moving calculation allows you to identify the trend. It smoothens the noise of the random short-term fluctuations from yourAnalytics SQL Queries should allow # as comment
# and // are very common for commenting in SQL. Not sure why analytics only allows /* and */ for commenting. Especially when # grays the line as if it's being commented out. This should be added for sure.Speedometer on Dashboard
Can you add a speedometer to the dashboard?Sharepoint Excel synchronization with Zoho Analytics
Hello, Is there any possibility to synchronize an Excel File on Sharepoint via Zoho Analytics? OneDrive is user-dependent and therefore problematic. Best,PDF Export for Dashboard
How about having a PDF Export for Dashboard instead of HTML because sometimes not all of the images showPivot Table Calculated Formula Columns
Currently, you can use formulas in the pivot table chart to create new calculated columns. I think it would be a good idea, and extremely useful to than run other calculations off those new calculated columns (currently unavailable as a feature). Example: Data Set Column 1 + Data Set Column 2 = Calc Column 1. (currently available) Data Set Column 3 + Calc Column 1 = Calc Column 2. (feature request)Add a zoho analytics workspace as a data source in Zoho Analytics
Given the large number of data sources that analytics can support, it would make sense if it could support its own data sources. eg get data from other analytics workspaces (either on the same or different zoho account). That would allow businesses to take a subset of data from lots of existing analytics workspaces to build an executive view of the business in a new workspace. That would be an elegant solution as you could then manage user access and permissions based on each workspace. For exampleSingle Number Reports
I would love the ability to create a single number report. Something that shows just the pertinent single number. For example. Sales for last month: $14,365. This is a very popular trend now with reporting services. See what they do here? http://www.geckoboard.com/statusboard-features/ I would love for this to be added to zoho reports. Thanks!Filtering a View Based on User Identity
I am creating a report that contains data from several clients: A, B, C and D. I want each client to only see their own data when they login. Is there any way to automatically filter a view or dashboard in this way? For example, each row of data will contain a Client column, indicating which client it relates to. If I can indicate which client each user works for (jsmith@acme.com works for A corp), then I could match the user to the Client column. The alternative is to create a different sharedWidgets 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 orsplit y-axis (or any axis) by attribute and dimension
this idea is based on how tableau treats axis and the ability to split an axis by an attribute. example: - i have 3 companies and i want to see the running total of widgets they purchased from me over time - if i set up the x-axis with date and the y-axis with widgets purchased and running total i can see the total widgets purchased over time, great - now to see it per company, this is not possible - in tableau for reference, if i were to drop an attribute on the y-axis ahead of the # of widgetsMultiple Axis Graphs
Hi, It would be great if you could pick which axis a series will be plotted on rather than each on their own or all on one as is current. Eg 2 series measuring volume plotted on one axis with a percentile line plotted on a second axis (currently you would have to have all 3 series on 3 separate axis or all on the same one).Magento 2 as data source for Analytics
I see that Shopify is in Beta as a data source, any change that Magento 2 is in the works? We currently use Metrilo to parse our eCommerce data for marketing and would love to keep that inside our Zoho ecosystem. Thank you!Widgets
Hi Zoho, Two suggestions for enhancing the widgets. - A duplicate widget option for report dashboards would save us lot's of time. - Multi-data type widget with the main value pulling from one table/column source and the second value pulling from aAdd Vertical Threshold
I would lik to suggest adding a vertical threshold so that a line can be drawn vertically and not just horizontally. This would be great to denote a certain event it time when time is the X axis. Can you please add this to the feature list? Makes the charts much more descriptive.Next Page
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December is a special time of the year to celebrate progress, reflect on what we have achieved, and prepare for what’s ahead! As we wrap up the year, this month’s updates focus on refining experiences, strengthening analytics workflows, and setting theWhat's New in Zoho Analytics - November 2025
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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?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'sBest practice to structure reporting to include events covering multiple months / quarters.
Hi, I'm new to Zoho, have some experience of more "enterprise" tools, looking for some input from the community. I'm looking to create a report that includes events that cover a long period, each event has a start / end date and I'm struggling undertanding
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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!
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