Is it possible to make certain axis on charts ignore filters?
Greetings I was wondering if there was a way to make certain columns on axis ignore filter? i'm looking for something that is similar to the aggregate function "ignore filter" but it would be applied to column inserted on the chart, is there such a thing?
Formula Column Assistance
Hi, I have a table with a date column consisting of 365 days. I want to add a column that converts our revenue goal per month to a daily goal and applies it to only the business days of the corresponding month. Thanks in advance!
How would you create a report that shows last week's Deal Stages to Now Deal Stages?
This is not achievable with CRM Reports. It might be possible in Analytics. It looks like it might require hand-coded SQL. I welcome your input and ideas.
Report of the Week - Leads to Deals Conversion Cohort
The goal of any business is to sell more. For this to happen, you try to convert more valid leads into potential customers. Lead Conversion Cohort helps you identify how effective your company is at converting leads into customers. It also tells you how
How to show data against a reference in my reports
Greetings I need a way to show data in my reports measured against a reference, for example i have a table of meetings where i need to report employees' attendance on each meeting, the problem is that analytics report shows only the meetings that the
Dashboards not exporting correctly
When exporting a dashboard, the widgets do not export correctly. The sizing of the font is not correct, and the spacing. Is anyone else having this issue?
Problem with date imports
I have reports scheduled to import into Zoho from Access. I am continuing to have issues with the dates getting imported incorrectly because it appears upon import Zoho is changing the date format. Date format should be mm/dd/yyyy based on my account
Parent - Child Records With Aggregate Formula on Children
Hello, I am having an issue with formulas and showing correct data at the Parent Level. In a simple form, we currently have four tables in a structure whereas we have: Parent Record - one to many - Children Records Child Record - one to many - Detail
Zoho Analytics - Sample Projects
Dear All, Where can I find some sample projects which I can use on Zoho Analytics for increasing my practical knowledge on the same. Thanks and regards,
Creating dashboard in zoho creator
Hi Folks, How to create a dashboard in zoho creator app using zoho analytics?
Error: View is not present in the workspace
When saving a dashboard, user receives a popup with the following error. "View is not present in the workspace" What does this mean or refer to? There is no further insight given.
Analytics export to excell
I am trying to get some data into another analysis program to do make use of some other functions. Would I be able to use the api to auto update into an excel file for example? If not are there any other options that I have?
'Undefined' instead of a number in a chart
Hello, I have a table in one workspace (Workspace 1), which I imported in a second workspace (Workspace 2). I have created a chart from this table, however in Workspace 2, instead of numbers in the tooltip, it just shows 'undefined'. There are also no
Zoho Pivot - Column Formatting Problem
I have data that looks something like the table below. If I format it with decimal places, figures like 104,292 turn to 104,292.00, and I don't want that as readability suffers. I don't want to remove the decimals either because they're important for
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. Mark
Forecasting with Analytics?
Hi I'm curious if anyone is using Analytics to do their financial forecasting, taking data from Zoho Invoices, CRM Deals, CRM Forecasts, and Zoho Subscriptions to provide an overall business forecast, or if this is even possible. We currently do a lot
Target meter on dashboard - different users, different targets
I've created a dashboard that all of my users share but their targets are individual. I can set them individually if they all see the entire list of users but with ~40 people this isn't practical. I want them to be able to see their target on the gauge
Role Management
I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-based
Can Google Analytics GA4 be connected to Zoho Analytics?
Hi Team, I am trying to connect to GA4 (Google Analytics) but I am not able to find it in the list. Can you please advise me where I can connect? Many thanks in advance for your support. Best Regards!
SQL Help - AR Aging by Invoice Due Date
I'm trying to recreate the AR Aging by Invoice Due Date report found in Zoho Books. I'm guessing I'll have to use SQL. I've create a SQL statement that will give me the correct aging buckets and it works well but it doesn't work for historical information.
Cannot Invert Axis for Rankings
Hi there I want to be able to create a ranking graph in Analytics/BI, with 1 at the top of the Y axis, but I am unable to invert the axis. Super simple example in Excel below. Higher rankings need to be higher up on the graph to give the correct visual
Report of the Week - Warehouse wise Inventory Aging Report over Finance Data
Slow moving stocks may lead to issues like expiry (in case of food items), obsolescence, and high holding costs. That's why you need the Inventory Aging Report. It helps you maintain a healthy business by tracking how quickly your inventory moves. It
Query Table Formula Question
Hello, I am having an issue with my attempt to create a formula column in my query table. I'm combining two tables and would like the sum of the X&Y column to appear in Column Z. I'm finding that if either column X or Y is blank column Z will be empty
Aggregate function to get all days in certain month?
Greetings I need a way or an aggregate function that would return all days in a certain month to show them in my report, is there such a way/function? i tried searching through date functions but couldn't find what i'm looking for. Thanks
Zoho analytics mobile export
Zoho analytics mobile app does not export user filtered data like the desktop. The mobile exports the entire table.
How to Show a Month Over Month Number in a Report
Hello! I am building a very specific report that requires me to show a calculated monthly number over the course of a contract term. Example: Contract term is 36 months @ $100 p/month. I need to show, on the report, that $100 each month until the end
Getting Analytics on documents that was worked on by certain employee
Greetings I'm looking for a way to analyze employees' activity on documents in my zoho org..i'm thinking of having an integration between zoho workdrive and analytics where i can create reports that show on which documents an employee had worked and maybe
SD Analytics Plus - Tickets Created Outside of Business Hours
Is there an easy way to group Requests by whether or not they were Created inside of business hours? Maybe a Boolean that would just be Y or N if the ticket was opened inside of Business hours... Thank you, Greg
How to connect Freshchat's raw data into Zoho Analytics workspace?
Hi guys, So my goal is to connect Freshchat's raw data regarding customer support to my Zoho Analytics workspace so I can perform analysis, and build reports and dashboards. Is this possible? If so, how? Thank you very much.
Need new API to get dependency details of all views in workspace
I want to request a new API to get source tables and query tables for all the views in a workspace. Feature Request Details: There needs to be an API which gives the following details for all views in the workspace in a single request: Dashboards What
Daily summary of Zoho CRM sales orders
We need to chart sales orders over time with a daily summary of the value not invoiced on sales orders. It's easy to capture the current total, is there any way to capture the historic sales order data? We're looking for something along the lines of:
Desk Comment Module not available in Analytics
Need to guide, does any know how i can sync the comment module from Desk to Analytics. Thanks Rudy
Can we make a graph dip (change direction) using the underlying data or any settings
I have a dashboard for a headcount. As you can see there are 2 lines lines. One is the total running count of people still working for me and the other one indicates people who have left. Is there a way we can combine the 2 lines and depending on the
Line Chart - Do not draw lines between zero values?
Is it possible to skip drawing the lines between two data points (represented by dates) when the value is 'zero' between those dates? I also do not want 'zero' to be plotted (do not use "Show Missing Values"). Example of how I want the line chart to skip
Unable to get 'Scores' from Leads Scoring rules in Analytics
Hello there. I want to build dashboards on Analytics considering Scores from Leads Scoring Rules I created on ZOHO CRM. How do i get the Scores from each Lead in a field to export to Analytics?
Zoho projects analytics, how to show a report of documents and files attached to a task?
Greetings As the title states i'm trying to fetch info of files/documents attached to tasks in zoho projects and include them in reports where i show details about them. is such a thing possible? if not, is there another way (like using APIs) to achieve
Market Basket Analysis
Has anyone successfully done any market basket analysis / measuring product lifts in Zoho analytics and if so, how did you do it?
export analytic report
Can i export reports from zoho analytics directly to Google Sheets?
📢 : Rewind with us – Zoho Analytics in 2022🗓️
As we wrap up 2022 and step into 2023, we at Zoho Analytics are grateful for all the customers who journeyed with us this year. While we look forward to continuously evolving and enriching your analytics experience, here's a glimpse back at some of our
New Features rolled out on Dec 23, 2022
Advanced Analytics for Freshdesk We're happy to release the Advanced Analytics connector for Freshdesk. This helps you monitor and improve your help desk productivity. It enables you to gain a complete view about the ticket trends and keep track of key
Next Page