How do you append all CSV files in folder using data bridge - i.e. like excels get data from folder function?
Currently we use Excel for our dashboards with power query and power pivot. The power query dataset is set to grab all csv files in a particular folder and append them together. (as we have a folder that automatically has a new sales file added to it
Zoho Books to Zoho Analytics sync fails consistently every other time
Automatic Left Aligment for Formulated Column in Pivot Table
HI, From last 3 days, all the pivot table where we created a column with formula is automatically setting left alignment and very hard to change to right aligment. some time it take morethan 10 attement to change the format in setting option to but fail
KPI Widget - last month sales vs same period last year
I would like a KPI Widget that might compare data with the following date ranges: This month to date (meaning all of February through the current date, for example the 14th, if today was the 14th. So Feb 1-14th 2018)vs. last year this month to date (Showing
Sort/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 significant
Zoho Campaigns Not Syncing in Analytics
I am trying to sync Zoho Campaign data to Zoho Analytics and when I hit sync now it just says 'Sync in process' and has been doing so for almost a day now. Can someone help me fix this issue?
Adding variables to a formula column
I have records that have a start date, end date, and funding for a year rate. I am trying to write a formula that will read how long the record was active in months and give me the rate for that period. The only thing is, if the start date happens on
Simple MTD forecast in KPI Widget
I want to display, in a KPI widget, a simple forecast of the current month of sales. To get this forecasted number, I need to divide the current MTD sales by the number of business days elapsed in the current month, then multiply that by the total number
Custom Sorting based on other columns in table
I need the ability to apply custom sorting to a text-based dimension in the X axis where the sorting is based on another column in the table. For example, I have a chart report where the X axis is a text label. I would like to be able to sort those text
Comparison; This month current sales vs. Last Month Cumulative sales
I would like a Widget/Chart that can compare data with the following date ranges. This month to date (meaning all of September through the current date, for example the 14th, if today was the 14th. So Sep 1-14th)vs. last month to date (Showing August 1st to 14th) It would be great if could provide some sample widgets.
How to filter by a distant relative range?
We are coming from Salesforce where we can filter by the 3rd last relative month doing: Example 1: Close date = Last 3 months & Close date <> Last 2 months Example 2 (last 7th quarter): Custom date = Last 7 quarters & Custom date <> Last 6 months can
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?
Data Sync
Hi, is there any scope for live data synchronization with CRM and Analytics, especially as TV channels for motivator is unable to provide charts, dashboards within Analytics seems the obvious solution?
Change name of column
Need to be able to change the name of a column when it is already being used in a chart/report.
Better way to update field name in data query and dependent reports.
I want to rename a field in a data query. That's not a problem by itself but I am not allowed to rename and save if that field is used in any other reports. The only way I found so far was to MANUALLY add the field again with a new name, MANUALLY edit
IF (formula Zoho Analytics)
Is there any way to create an "IF" condition that can search between two values, for example: >30 but <40, or something that can say "between these two numbers" to condition a field? In Excel, it exists, but in Zoho, the logic doesn't work the same way.
Reporting on multi-select picklist data
I'm wondering how others have solved this problem: My company has a number of "strategic goals" that we attach to various potentials as they come in. So, a potential can tick off none, one, or more than one of these as it moves through the pipeline. Let's call them by fruit names: Apple, Banana, Cherry, Durian. The data then appear as a comma separated list in the field for that question. Potential Name Strategic Goal Potential 1 Apple, Banana Potential 2 Banana,
Apply Filter to multiple tabs in a Dashboard
Like the subject says, I have a Dashboard with 6 tabs across the top first tab is an overview Subsequent tabs are different views of the same data, to show computers that are out of compliance ie. needs operating system upgrade, not enough RAM etc. All
JVM error when executing Zoho Databridge for first time (Windows Server 2019)
Hi, I have followed the guide defined here https://help.zoho.com/portal/en/kb/analytics/user-guide/import-connect-to-data/relational-databases/articles/zoho-databridge#4_Can_I_independently_download_Zoho_Databridge in order to install the Databridge (it's
Compliance - ITAR
I was just reviewing your compliances, and noticed you do not have ITAR certification. Is this a certification you plan to get, if so what's the timeline? We currently use ZOHO for analytics, but some of your apps we cannot use due to your lack of ITAR
Change Currency in reports
New to Zoho and starting to get my head round everything, so far I am very impressed and can't wait to get fluent. I apologise if I am being stupid but is it possible to change the currency in a report. In my main forms it shows as GBP (£) but in the reports I generate showing client spend etc it is all shown in USD ($) if someone could point me in the right direction I would appreciate it.
Date Column Import Failed from MySQL DB
I am trying to import some tables and they all seem to have the same issue with the date format. It is a MySQL 8 DB in DigitalOcean and in the database the date is stored in this format YYYY-MM-DD, However when attempting to import the preview screen
Show picklist options in alphabetical order
Hi, How can I show my picklist options in alphabetical order? In Zoho Analytics, the order of the labels is wrong. The correct order should be Correcties; Factuur; Verlof uren
New Features rolled out on Feb 26, 2024
Advanced Analytics Connector for Pipedrive You can now seamlessly import Pipedrive data into Zoho Analytics to gain enhanced insights. Attain a comprehensive understanding of your business processes, optimize sales strategies with detailed insights, and
Zoho Desk custom fields
Our organization uses Zoho Desk and is testing Zoho Analytics as a solution for more advanced reporting. We set up a connection to Zoho Desk, which appears to be mostly working, but none of our Desk custom fields are visible. Is there a setting in either Zoho Analytics or Zoho Desk to make the custom fields available for reporting? All the existing questions on this topic I've been able to find are specific to Zoho CRM, which our organization doesn't use.
Combining data from Zoho Books, Zoho Projects and Zoho CRM
Hi team is it possible to generate a report with a table that contains: - From Zoho CRM: - Client name - Opportunity name - Sales stage - Amount - From Zoho Projects: - Project name - regarding client A - Project stage
Changing summer time on table time
Hi we have a table containing several data, including a column with a date and time (in this format 2023-02-17∙08:40:56.000). I need to add an hour (+1 hour) to some cells, those of the period between march and october, but I cant find how to do. I usually
How to verify if a chart is used in some dashboard
Please add a feature to check for each chart, if it is used on some dashboard. This would be useful, when you have hundreds of charts and you want to delete some of them without affecting your dashboards, thanks! Best regards, Juan
Two items on X axis
Hi How do I get two values onto the x axis, say for excample I would like to see sales totals broken down by year and rep?
Splitting Data in a Reports Table
Hi, I am working with a phone log which is provided to us automatically by a third party. The Date field for the phone log includes the date and also the time stamp of when a call was initiated. I would like to analyse trends relating to the time when calls are made. However this is difficult to do as both values are in the same cell. What I would like to do is configure Zoho Reports to split the data or copy part of the data into a new column. I have successfully copied the data in the Date column
How to Create this Table using SQL Table
Thanks for hosting such an informative forum and helping community. I want to create following data table using SQL Table option, I am struggling to find the correct SQL codes for leads module. Lead Source Total Leads Total Appt Set Facebook 1000 15 Google
Unified Business Analytics - An essential step to business success
With exponential data growth today, a commonly pursued objective among businesses is Unified Business Analytics. This allows businesses to bring all their data to one place, build smart data models, and analyze data across domains—highlighting the cross-functional
Display Weight symbols to Values in a Widget
Hi there, I was wondering if there is a way to display weight symbols, similar to how you format units as in the screen shot for this widget: Want to show Weight with Metric units: Grams = g Kilograms = kg Tonnes = t etc. Thanks Andrew
Share 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, Sony
Report 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 see
column total in report
Good day, I am trying to create a basic report with 10 columns, i would like to group the data and present a total for each group. Can someone please guide me on how to do this, i have not been able to figure out how to group the data much less get the
Splitting delimited values into multiple rows
Hello, I'll try to briefly explain the problem I am facing in Zoho Analytics. So, I created several forms in Zoho Forms, integrated it with Zoho CRM and then created a module in Zoho Analytics to receive the filled data. Let's say I have three columns
Tip 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.
Compare data between two data
I have a problem that I would like to create a chart that can compare data with the following date ranges. This previous week (meaning last 7 days ) vs the data before last week days (meaning data before 7 days ).
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