Chart total amounts from start to end date
I have a created a table to track bonding by month. The table tracks the date a bond is issued, when it expires, the bond type, and bond amount. I wish to create a chart which displays the total amount of active bonds by type and month. In example if a bond was issued in the amount of $10,000 on 01/01/2010 and expires on 01/01/2011, I would like for the total to be reflected each month the bond is active (01/01/2010 – 01/01/2011) rather than the date it was issued.
Create Dashboard
Do we create dashboard just by dragging and dropping charts and tables? I can't seem to be able to drag and drop any of the items?
Authenticated share
Hi, I have created a chart view in Zoho Reports, now I'd like to embed it in another webapp. I don't want to be accessible to anyone having the link, but I need to do authentication to allow it to be displayed. This authentication would be managed by this other webapp. Is it possible to share but forcing authentication (for example sending credential in a HTTP POST request)? If not directly, can be done using Zoho API? Regards Asier
Set default date range on embedded report
Hi Guys I feel this should be quite easy, however when i search google i get some odd results. We have some reports that we embed in documents for viewing. What i would like to do is set a default date range for those reports. Currently it is using over two years of data which is annoying as it must be changed every time. any help would be appreciated. andy
Custom formula returning "NaN" and doc won't save. Help!
I created a simple custom formula that operates like: column1 / column2. The data in column 2 is occasionally 0 (it's click data from a PPC campaign and some days there are zero click on a particular ad) but this prevents me from saving my report because it reads as an error. Can someone please help me solve this issue? How can I tell Zoho to discard 0s when using this formula?
Uploading data from MS Access
Hi, I have issue uploading data from Microsoft Access. I searched the forum and could not find a suitable answer. The MS Access database is located at: C:\temp\OperationalDatabase.accdb. I set the configuration file database_connection_params.conf: # $Id$ DBTYPE=msaccess HOSTNAME= PORT= USERNAME=root PASSWORD= DBNAME=SalesDB MDBFILENAME=C:\temp\OperationalDatabase.accdb And I receive the following error in the logs: 2011/10/07 17:31:51 NZDT:TESTRUN :: false 2011/10/07 17:31:51 NZDT:2011-10-07 17:31:51.851
Asistance with Zoho Reports, CRM, Recruit
Hello: We are looking for a resource with experience with Zoho Reports, CRM, Recruit. Proven experience and credentials a must. Thanks, Raúl González Bleumasters Consulting . Technology . Outsourcing t us + 1 (956) 329-4535 t mx + 52 (81) 1808-1687 n 62*12*76688 www.slideshare.net/bleumasters
Advanced IF for BUDGET vs ACTUAL charting
I have the following table: DATE VALUE TYPE 01-01-2012 10 ACTUAL 01-01-2012 12 BUDGET 01-04-2012 11 BUDGET I need to calculate: BUDGET (as of 01-04-2012) = 23 (12+11) ACTUAL (as of 01-04-2012) = 21 (10+11) and chart it (see attached image) BUDGET data is already in table ACTUAL data is added daily Can you give me any idea.. should I create a new column formula? But then how do I chart the
Newbie needs help
I am trying to create my first report. I created a database and imported about 650 records. I am trying to create a report and it is telling me that it only allows 100 distinct values. My reports usually contain 300 records. How do I get around this or am I not understanding it correctly! Thanks. Also is there people on here who will create my basic database and reports like I want them for a reasonable rate? Thanks, Rena www.thepricematchreport.com
Query Table: Case sensitivity
Hi, I try to do a SQL query table where I match two strings: SELECT * form DBA, DBB, WHERE DBA.A = DBB.A The matching is case in-senstive, I'd need case sensitive matchin however. What can I do? best, Zoltan
Sorry, we are unable to regenerate this report
Hi, My reports are often not including all of the data. So when I notice this happen I regenerate the report. I've been trying to regenerate my reports throughout the day, but I keep getting the error message 'Sorry, we are unable to regenerate this report'. I tried re-creating a report with no filters but it still excluded data. Are you able to explain to me why there are often problems with reports not including all data requested and also why I cannot regenerate my reports.
Displaying Total for each chart
Hi there, I hope I'm not duplicating a previous thread by suggesting this. Would it be possible to have an option to display the Total for each chart (ie chart attached) as at the moment I can seem to only be able to have the details figures. Would be great therefore if we could display both details figures and Total figure. Thanks,
Weighted Means in Zoho Reports?
I need to display a weighted mean in a chart report that recalculates when user filters change. There is a formal definition of the weighted mean at http://en.wikipedia.org/wiki/Weighted_mean#Mathematical_definition. But here is an example: Category Value Frequency California 25 100 Arizona 35 50 Nevada 10 25 The weighted mean of the unfiltered data would be (2500 + 1750 + 250) / (100 + 50 + 25) = 25.71. The arithmetic mean would be (25 + 35 + 10) / 3 =
Count of Unique Occurances in Pivot table
I am looking for a way in Zoho Reports to display "counts" of a unique value in a pivot table or summary table. I can display total number that occur in a data set. Is there a work around or any new features coming up ?
Unable to regenerate reports ...
Hello, Since last week, I get "Sorry, we are unable to regenerate the report" when trying to do so ... very annoying ! Also, my report doesn't refresh when data is added thru one of my form (vote) carmar01\solumax (public app) Marcel
May 17, 2010 Update - Thresholds and Show/Hide Options in Pivot Tables
Here's what the latest update to Zoho Reports brought in new. Thresholds in Charts You can now set threshold markers in a chart for better visualization of your key performance data. You can add a maximum of 4 threshold values and also name each of these thresholds too. Click on 'Settings' option of a chart and you'll see a new 'Thresholds' tab in the dialog for creating thresholds. For example, say your Sales team has a monthly minimum target of $25,000 and a maximum target of $40,000. You can
Calculated value in Summary View
I am trying to work out how to get percentage of 'Appointment' to calls when Summarising by a week. I can do this per day by using a custom formula by in the Summary View I can only group data by SUM or AVG which does not give me the correct value. Table Fields Date, Calls, Appointments Percentage of 'Appointment' to 'Calls' formula Appointments / Calls Example 05 Jan 2012, 20, 8 (40% 'Appointment' to 'Calls') 06 Jan 2012, 10, 7 (70% 'Appointment' to 'Calls') Total 30 Calls, 15 Appointments The
Multiple criteria filter for a single column
Hi I have a column consisting of a spread of data as well as some empty rows. I need to filter out all the empty rows and also filter out specific values. I therefore need a filter criteria such as "Is Not Empty AND not equal to Value". I potentially need this to scale to "Is Not Empty AND not equal to Value AND not equal to Value AND not equal to Value". How can I do this? Thanks Brendon
How do you build relations with imported Creator main and subform data?
Zoho Creator parent form records that contain subform data store the subform record ID's in a multi-line or memo type field with commas delimiting the subform ID's. The normal SQL database way would be to wright the parent form ID to the child/subform record and relate it that way, but Creator doesn't do that. So how can I do relational queries with Zoho creator data between a parent and subform?
Export a table to other Zoho Accounts
I would like to copy a table I created from one account to a permanent Zoho account. Is there a way I can do this
HOW TO CALCULATE A TRACKING NUMBER FOR END OF MONTH
SO I have 1 salesperson. They work 20 shifts a month. They complete 4 sales on 01/12/2011 and 3 sales on 02/12/2011. Total of their 2 shifts was 7 sales I want to work out how to show them what is the forecast monthly result. I could do this using a formula in google sheet. Can some one help with how to help on this one in zoho reports. Btw: it is for a table 14 salespeople. Thanks Reuben
Multiple Databases or not
Currently I am developing a report solution so customers can login and see reports regarding his stores (one or multiple). and I want to use the best approach. - We will upload the same tables to ZOHO from multiple locations - A customer can have one or multiple stores that needs to see on ZOHO. What will be the best approach. 1) Have only one database receiving data from all customer/stores with a UniqueID and filter by SQL statement (maybe UserId) for the reports. 2) Create multiple databases
Combine similar name data
I have information in Reports on several branches of the same company. ie: Coy 1 , Coy 2 , Coy 3 I simply wish to do a lookup for any "Company Name" that begins with "Coy" and prepare an amalgamated sales list.
Operations on folders
Hi, Is there any way to execute operations on folders apart from creating them ? Like delete a folder, move folders up / down, rename a folder, ... ? Thanks, Cimballi
Zoho Reports - New features rolled out in January
Multiple Language Support Zoho Reports user interface is now available in nine different languages. The languages supported are: Chinese [zh] English [en] French [fr] German [de] Italian [it] Japanese [ja], Portuguese [pt] Portuguese (Brazil) [pt_BR] Spanish [es] Note: When a user logs in to Zoho Reports, one of the above languages gets set based on the browser's locale setting. Users can switch to any of the other languages, from their Zoho Accounts (https://accounts.zoho.com) Profile page.
Zoho Report // How to round digits
Hello, I have the problem in Zoho-Report that I the report shows too much digits behind the comma, but in just some data. It shows something like 67.67999999999999. Although I just used the SUM function in the report and all is shown correct in the views. How can I round it to 2 digits (like 67.68)? Thanks in advance. Best Markus
Saved changes not recognized
Greetings: I made changes to data in a table, clicked the save button and then clicked the X on the tab for that table. When I do, Reports displays this dialog: When I click Yes, it it displays a the message "Already saved. No modification found." Once this message is dismissed, the table tab remains open. If I click No, the table closes, so I can work around the problem, but this behavior is confusing. I'm setting up tables for other users to edit, and I know I'll get calls about this issue. Keith
How to copy one specified chart from one database to the other database?
Two databases in the different Zoho Reports accounts have the same data structure. I have already created lots of charts in one database. How to copy one specified chart from one database to the other database? Thanks a lot.
Dynamic filter based on day name
I have a list of account we deliver to each day of the week. Different accounts are serviced on different days. I need to email our staff daily a list of the accounts serviced that day. I've added a calculated field named CurrDay with this expression: weekday( currentdate( )) Then I tried to create a filter in the DeliveryDay field where its value In CurrDay, (or In [CurrDay], or In =CurrDay, or In =[CurrDay]), none of which worked. Then I tried putting the calculation in the filter itself (In weekday(
Back Up Not Functioning - Not Backing Up and Not Scheduling
Scheduled backups are not executing. In addition, I am not able to schedule backups on new databases.
Sorry, column name should not exceed 100 characters
Hi, I have a table in my database called England. For the last few months, I have been uploading data into the table using the csv upload tool and have had no problems. However, the last couple of days, the import has been stopping after 89993 rows. The error message says "Sorry, Column name should not exceed 100 characters" I have read the help section which mentions specifying the delimiters but before changing that, I thought I should report the issue to you to see whether there is anything else
Published Report won't allow for column sorting
I've published a Zoho Report pivot table to the web. With the exception of the first column, no other column is sortable. The sort arrows appear, but they don't work. I'm sure I've done something wrong, but I can't figure it out. Can someone please advise? You can see the published Report here: http://www.aprilmassie.com/test.htm
Using variables in SQL Query Table
I'd like to create a query table making use of variables (dates). I'm unable to use DECLARE to set variables due to the SELECT only restriction. How should I go about analyzing data based on date ranges without modifying 50 lines of code each time I want to adjust the statement? Additionally, is it possible to access a zoho db from my desktop using SSMS? Thanks!
Calculated average in report
I have created a simple log application, in one form field I store the time (in hours) and in another store the number of successful events (Number). In the form I have a calculated field (Events / Time) giving the number of events per hour for the individual line records, I am looking for the ability to calculate the total average events per time from the sum of events and sum of time in the pivot report across all filtered records Any idea’s?
import Excel file from online storage (humyu.com - steekr.com)
Hello, Can we import data from online storage like humyo.com or steekr.com ? thanks in advance for your feedback. example : http://www.steekr.com/n/50-17/share/LNK304249f970a30a0c7/ Sylvain Schaffhauser.
User Filters Format
Hi again! On several of my charts I have user filters. And I've embedded them into a website of mine. Since I have three cascading user filters (set up by using the "show only relevant values), my users and drill down to the data. I love this feature. My issue is that when the user gets to the third filter and they select the drop down to pick what they want, half of the text is cut off along with being able to visually see the scroll bar to know to scroll. Basically the user is stuck looking
password Upload Tool when using google
Hi, I am testing the Upload Tool, but keep getting the error wrong username/password, and I started to wonder. I am using Zoho reports logging in using google apps. What is then the username/password that I am suppose to provide to Upload tool?
access denied
why i cant sign up??i try to register for make a database online..then it say..access denied..lololo..
New TO Zoho
I love the idea of Zoho.... and would like to learn more. I am looking to build my own data base of stocks in the Stock market. I will be recording Daily price changes in a selection of different stocks which i will then analyze using the criteria in the fieldds i have created. My questions are.... 1. Can Zoho automatically create a field by date - daily. Example if i am following a stock every day i will load the prices and & change in price into the field. Can this be done automatically.
Export Excel Date Format Issue
Hi, I have some tables created on Zoho. When I Export the tables to Excel format, all columns of Date have an issue. (The date displayed on Zoho Screen is correct but the exported one is wrong). Ex: Date: 26/10/2011 (dd/MM/yyyy) is exported as 10/03/2013 . Can you help me ? Its very urgent. Thanks, Delio Tomaz
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