Currency column showing $ symbol
Hello, I'm importing data from Zoho Projects to Zoho Analytics and I was wondering why "Budget amount" column is set in dollars even if the "Currency" column = EUR: Is there a way to get the budget amount as "EUR" + nnnnnn? Thank youHow to use if_case with expressions other than equals
I'm trying to define a formula column that implements logic like this case statement would: case when numfld1 is null then null when numfld2 > 0 then 100*numfld2 when numfld2 < 0 then numfld2 else 0.0 end In formula columns, the docs say you need to useZoho Analytics pulling data from Zoho Sheets and Zoho Forms
It would be smart to have Analytics import data from Zoho Sheets or Forms.Exporting Presentations with Embedded Integrations
I am embedding Zoho Analytics charts and tables - how can I export the presentations so that the embedded images show ? At the moment it just shows broken images . *note* I do not need the exports to have the live data or links - just a snapshot of whatEmbedding Zoho Analytics - is the data always 'live' ?
When embedding "live" Zoho Analytics data into a template with the intention of creating a monthly presentation - how are the embedded filters saved ? When a filter is applied to a presentation from a template is it then fixed for sharing or will it alwaysReusable Variables
I’d like to know if there’s a way to store variables in Zoho Analytics that I can use in metrics or calculations. For example, I have a Currencies table that stores the value of different currencies over time. I’d like to use the value of the US dollarCalculating Project Margins and Revenue per Hour in Zoho Analytics Using Data from Zoho Projects and Zoho Expense
Hello, I would like to know if it's possible to use Zoho Analytics to calculate taxes and margins for the projects available in Zoho Projects, while also including the expenses recorded in Zoho Expense. I’m looking to build a dashboard that calculatesAliasing Tables in Reports
I'm trying to build a Query Table in Zoho Reports using my Zoho CRM data, and I'm running into this error: Whenever a table alias is defined, kindly use table alias name before the respective columns used in SELECT query I'm trying to create a query table that joins several aliases of the Contacts table to the Opportunities table. For example, an Opportunity has a Primary Contact, a Referral Source, a Primary Liaison, and an Agent. All four of these are represented in the Opportunities tableRestrict Access to Dashboard Tab to some users
Is there a way to restrict the access to a specific tab of my dashboard to some users? Say I have a dashboard of HR with 3 tabs, and I want to allow some users to have access to only 2 tabs. How could I do this? Thanks[Webinar] Why AI Must Stand on the Solid Foundation of Analytics & Business Intelligence
Are you prepared for the age of AI? Organizations that have a solid foundation in analytics and business intelligence will be in a better position to harness GenAI, agentic apps, and intelligent automation. Join Doug Henschen and Mike Ni, VPs and PrincipalManual sync is disabled in Zoho Analytics
I've been using Zoho analytics for quite a while. Every time I am adding a new table to my big query data source in Zoho analytics I do several manual syncs until I get everything in place. In the last few days I can not do the manual sync anymore andETL processes employed by Zoho
hi, I am an Informatica ETl developer. I would like to know what are the ETL processes employed by Zoho ?ETL process employed by Zoho Reports
Hi, Can you please tell me what are the ETL processes and technologies employed by Zoho Reports ? Thank you.In Zoho Analytics picklist values are doubled because of translations
Hi, we have our CRM set in Italian by default, because of non Italian-speaking users we traslated all modules and fields in English, too. As a matter of fact, when I try and use picklist values as filters or dimensions in a chart in Zoho Analytics, theDynamic Images in KPI
In Zoho Analytics, how can we change images based on the applied filter? For example, I want to dynamically update the logo or any other image based on the selected filter. Whatever filter is applied, the corresponding image should be displayed. I recently[UI Update] Mandating New UI for all Zoho Analytics Users
Dear Users, We’re pleased to share that the new and improved Zoho Analytics 6.0 user interface has already been embraced by many users, delivering a faster, cleaner, and more efficient experience. For the Zoho Analytics users who are still using the oldNew User Invite Changes Email Address
Hello, When inviting a new user, I noticed that after I keyed in the email address and sent the invite, that the invite had changed the email address. Is this because the address may have been an alias? This was a gmail based account with a company domain.Controlling Lookup Paths
When building pivot tables, Zoho automatically selects 'lookup paths' for you based on which columns are configured. Sometimes, I want zoho to not use a look-up at all between two tables.... but that doesn't seem to be an option, as long as any relationshipsHow to setup compare with same period last cycle ?
I can easily setup in CRM, but I dont know how to set it up in analytics.Expanded Data Preparation and Modeling Capabilities in Zoho Analytics
Since launch, the integration of Zoho DataPrep within Zoho Analytics, has significantly enhanced the ETL (Extract-Transform-Load) capabilities. This integration allows users to connect, clean, transform, and enrich their data effortlessly—all from withinAccess to what Products are associated with which accounts
Is there a table that can be accessed to report on Products associated with accounts in the CRM?Pivot Sql Query
This query isn't working and I can't understand why. It comes up with the error message "Unknown table or alias 'Source1' used in select query." when it is clearly defined in Line 12. If I remove "Source1." from in front of the columns in the select listCustomer 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 timesUnknown JSON attribute(s) found in the parameter CONFIG - Error Code 8542 - Facing this while try to update a row in analytics
temp.put("NeedAlyz",NeedAlyz); finalBody = Map(); finalBody.put("columns",temp); //info open+" "+closed+" "+answered+" "+awaitCusRes+" "+wfl+" "+solution+" "+onhold+" "+high+" "+medium + " view id : "+vid+" contact id : "+conid; //info overDue+" conidIt would be very helpful to be able to use variables in the formula columns
Currently, variables can be used only in aggregated formulas. It would be great to be able to use them in regular formulas as wellHow 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.Edit Transformation
How do I edit the transformation of an existing data source? I am trying to Cluster/Merge a column of data. I can't find that option now that the data has been imported.Dynamic Date Filtering for KPI Widgets – Need Help with Query Table
Hello, I'm seeking help with setting up dynamic date filtering for my KPI widgets in Zoho Analytics. Below is an overview of my setup and the issues I'm facing: Why: I need my KPI widgets to update dynamically based on a date range selected via a dashboardConnect to Zoho Reports via MS-SQL Server
Hi there, I have a premises MS-SQL Server and we are trying to get all tables/fields information about our current subscription we have and I wondering how can I connect from my local DB to your ZOHO DB to begin extracting information and combining with different datasets to generate an internal analytic dashboard. What would be the best approach? Or is there any way that I can download report on a weekly basis, if so. How can I generate it? Thanks for your helpColumns language changed
Hello, As you can see in attachment in Zoho analytics some colums of field have change from language to french and some are still in English. We have no idea why but we would like it to be in English all again. how can we do that please ? ThanksAsk Zia to update a number
Hi, Quick question....... Is it possible to use Ask Zia to update a number in a table, for instance if I have a field with $1M and would like that updated to $10M can I do that via Ask Zia? Thanks in advanceDoes funnel chart in Zoho Analytics have an option of deciding the order of the stages of funnel in custom manner?
I want to build a funnel chart for my recruitment process. I have data from Zoho Recruit synced with Analytics. Upon creating the funnel chart with 'Stage' in X-axis and 'distinct count of candidate ID' in Y-axis, I can create a funnel chart. However,User filter in Analytics Report
We have connected Projects to Analytics so we can generate have a dashboard on task progress and completion. I've added a "User Name" user filter, with the intention that we will be able to quickly see tasks per task owner and what the statuses of thoseMissing Custom Fields in ZOHO Reports
Hi, I am currently attempting to generate some reports using the programme. However, I have met some obstacles in the form of missing custom fields from the field selection panel when creating charts etc. Please advise. There are plenty of custom fields which is rather important to creating these reports. Thank you.What's New in Zoho Analytics - March 2025
Hello Users, We're back with the latest set of enhancements and improvements aimed at improving your analytics experience. Common Query Table Expression (CTE) support in Query Tables We’ve added support for Common Table Expressions (CTE) in Query Tables,Conditional formatting - Making negative numbers red
Is it possible to make negative numbers red? Or even better, is it possible to add conditional formatting to cells or to the text?Zoho Analytics and Linked Workspaces
I have a main workspace that contains all of the data for my company. I have need to allow users to build dashboards and reports for their departments, BUT I can't give them access to the main workspace as it contains all the company financial and employeeConnexion Woo / Zoho Analytics . API
Hello, I'm trying to set up the Zoho Analytics and Woocommerce connector but when I enter the user key and the secret key, I get this error message: Error building/reading/writing data. we've changed the path to access the /wp-json/ API to /secu_api/[Product Update] Locations module migration in Zoho Books integration with Zoho Analytics
Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho BooksCustom Field in Zoho Projects pulling into Analytics
We have a client that we have built our their new business process using Zoho Projects, and we have build a lot of custom fields with their their Projects where they are capturing specific data points that we want to be able to track and pull data, asNext Page
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Artificial intelligence is redefining how data is collected, analyzed, and leveraged across industries. As businesses strive to become more agile and insight-driven, traditional BI and analytics must transform to meet new demands. AI-first organizations[Product Update] Introduction of Task Lists Module in Zoho Projects Integration
Dear Customers, As part of our ongoing efforts to enhance our integrations, we’re introducing support for the "Task Lists" module in the Zoho Projects integration with Zoho Analytics. Currently, Task List-related information is available within the Tasks[Product update] Teamwork Integration with Zoho Analytics
Hello Customers, As part of our ongoing efforts to enhance integrations, we are upgrading our Teamwork integration with Zoho Analytics from the V1 to V3 version of the People module. We’re also pleased to inform you that this update brings new field additions,[Product update] Instagram Profiles Integration with Zoho Analytics
Dear Customers, We want to inform you about an update affecting the Instagram Profile integration with Zoho Analytics. Meta is deprecating the "Impressions" and "Plays" metrics as per their announcement in this change-log document. To ensure uninterruptedCreate and save user-specific filter views with Zoho Sheet
The filters in Zoho Sheet have become even more collaboration-friendly. Previously, whenever you filtered any data, the filtered view will be updated for all the spreadsheet collaborators. This disturbed the data for others working on the same file. With this new update, you can apply data filters without altering the view for other collaborators in the file. Collaborate with user specific filters Let us say you are working on a sales report spreadsheet in real time with two remote colleagues. If
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How to show User Full Name, not record id in a User Filter in analytics
Please see screen recording: https://workdrive.zohoexternal.com/external/21a9e0c39c4595c255a62791fdf3655d3df933114a8f1598bc852d0ff7e56ce3In the Pivot table in the value section i want to the actual value instead of sum or count
I am creating Early/late Check and check out in pivot report based on Zoho analytics I need the data to include: Employee Name Late Entry, Early Entry, Early Exit, Late Exit, First In, Last Out, and Total Hours.Compliant SQL?
I am a Microsoft Access developer. At the moment I am downloading tables from Zoho into an Access database to create join queries that I am unable to do in Zoho. I am doing this because Zoho doesn't seem to fully support all SQL statements that AccessAnalytics 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.Discussion : How are you sharing your Zoho Analytics Dashboards/Reports?
I have all of my companies data in Zoho Analytics and now want to use it to prepare regular reporting for my SLT. They currently produce a Word document with screen shots of various reports… Analytics own dashboard engine is not great and doesn't fit
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Artificial intelligence is redefining how data is collected, analyzed, and leveraged across industries. As businesses strive to become more agile and insight-driven, traditional BI and analytics must transform to meet new demands. AI-first organizationsGeo-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 thisCreate and save user-specific filter views with Zoho Sheet
The filters in Zoho Sheet have become even more collaboration-friendly. Previously, whenever you filtered any data, the filtered view will be updated for all the spreadsheet collaborators. This disturbed the data for others working on the same file. With this new update, you can apply data filters without altering the view for other collaborators in the file. Collaborate with user specific filters Let us say you are working on a sales report spreadsheet in real time with two remote colleagues. IfCustomer 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 timesAnnouncing 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 team
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