Get Embedded code for all Views
Is it possible to get the iframe embed code of all the public views in my database with one or 2 clicks instead of manually copy & pasting them individually? Another option would be to get the title & obj id of all the views and I can construct the iframe code in my website Let me know
Upload Tool: Randomly Stopped Working
I have had an automated version of the upload tool working for about a year and a half now. Yet I noticed it stopped randomly last month. The only error that I get now is this: ServerException (HttpStatusCode 200 Error Code: 407 , URI: https://accounts.zoho.com, Action: ZOHO_LOGIN, Message: Could not login. Could be because of username/password mismatch) Any ideas? I changed nothing. I went back and looked at the username and passwords and they are all fine. Any ideas?
Equivalent of Oracle TO_CHAR function
Hi, I was trying to the Oracle equivalent of TO_CHAR(<date field>, 'YYYYMMDD') as derived column in a Table using the GUI as well as Query table. However, I could not figure out how to do it. Do we have an equivalent for TO_CHAR or Format command that converts data types from one form to another using format arguments? Cheers Sunil
unable to login using UploadTool
login to https://accounts.zoho.com fails with uploadtool with user/password mismatch, but the error in logs are weird, because I am able to login manually over web-interface using the same credentials The login from zohoreport-uploadtool was working good for long time and fails suddenly any idea what would be wrong <error> Logging in Error!!! Could not login. Could be because of username/password mismatch Exception in thread "main" ServerException (HttpStatusCode 200 Error Code: 407 , URI: https://accounts.zoho.com,
Selective cascading of user filters to table/charts in dashboard
Hi, I have an expense dashboard which has tables and charts that track expense data for the current financial period i.e. April 2012 to March 2013. I would like to add a table to the dashboard that compares the expenses for the current financial year - April 2012 to March 2013 to the previous financial year - April 2011 to March 2012. However, if I apply the FY 2012 filter to the tables/charts that track expense detail for the FY2012 year in the dashboard (which is what I want), the other table that
Can't Export a View
I'm in a table, I select 'Export' > 'Export this View' > 'As CSV'. Normally, this immediately downloads my file. Now, I'm taken to a page "Export As CSV: Settings" with a ton of options. Even with these options, there's no way to export the file. What's up? I do this all the time. I'm trying to extract a simple 200 row table. The workaround is to select the option to email the attachment which works. Pls correct. Thanks.
zoho-migration fails to uplaod Excell workbook to Reports
Hi I am having a problem getting a multi-worksheet Excel workbook uploaded to Reports. The workbook loads into Migration fine but after entering credentials for upload to Reports the app loads for a second and then nothing happens. Repeating the same process for an upload to Creator works perfectly, but I need the data in Reports. Does anyone have any ideas. Running Windows 7.
Zoho Reports - New features rolled out on December 7, 2012 update
More Chart Customization options With this update, we have added many more options to customize the appearance of the chart as you wish. These options enhance the look & feel of the chart, to match your taste or to go along with the look & feel of the application, where you are embedding the charts. Also a newly designed chart Settings screen with a user-friendly layout and ample spacing to capture the various customization options is introduced in this update. The Axis tab, in the Settings screen
Why can't i publish Reports to website anymore on free plan ?
Hi, i was able to publish my dashboards to my website without the login option, but i cant do it anymore. I get this message "Sorry, you cannot publish reports using Without Login option in Free plan. Kindly Upgrade your plan to use this option." Why is this?, Why did it suddenly changed?
INCOME ALLOCATION AGGREGATE FORMULA IN PIVOT TABLE
Hi, I have the following pivot table: Jan Feb OFFICE CLIENT INCOME INCOME New York Nike 1 2 Adidas 3 4 Atlanta Nike 5 6 Adidas 7 8 ALL 9 10 ALL Nike 11
Nested IF in Table does not refresh
Hi, I have the following nested IF custom formula in one of my table columns. It gives me the results I want. However, it does not run on newly imported records. Can you please tell me why? IF("CURRENCY"='EURO',"(+) AMOUNT INCOME"*2.3,IF("CURRENCY"='USD',"(+) AMOUNT INCOME"*1.8,"(+) AMOUNT INCOME")) The intended meaning of the formula is: Dear table, please look in your currency column, if you see Euro than multiply the amount for 2.3. On the other hand, if you see USD multiply for 1.8. Finally,
Column with percentage of row total
Hi, I have data like this in a matrix, which I have no problem doing based on the quantities from my data source: Green# Yellow# Blue# Total# Europe 5 3 8 16 Asia 7 9 7 23 What I need is to add a column where the values are a percentage of the row totals, calculated on basis of the quantities I already have - like this: Green# Green% Yellow# Yellow% Blue# Blue% Total# Total% Europe 5 31% 3 19% 8 50% 16 100% Asia 7 30% 9 39% 7 30% 23 100% Any input on how to do this? Thanks, Anders
Specify JSON callback function name
In the API, when using the JSON repsonse format, it would be really useful to me if I could specify a callback function name. This option is available in the Writer API and the Sheet API.
csv upload tool failure
Hi, if I upload my data via website it upload fine, but when I use upload tool, it add a new column with the same name that first column. So, data in the first column is not imported. I also attach an image. I apreciate if you can hel me. Thank You in advance.
Previously saved query that executes for reports is not saving/parsing.
I have a query table that I use in reports without a problem. Without even making a change in Edit Design mode I will get a parsing error when executing or saving. Based on the location of the parsing error, it seems the source of the error is a logical operator I had been using in an IF statement. I had been using "||" instead of "OR" because "OR" had been generating an error when I wrote the SQL Query a few months ago. I guess now "OR" works. But when I change my "||" operators to "OR" operators,
Relational Data Modelling
Hi, I have two tables from my Magento web-shop TABLE 1: All orders in system TABLE 2: All customers in system I'm trying to create a list of customers who haven't purchased anything. Both tables share a "customer ID" column - but how do i define the lookup/relationship? I've trying changing the TABLE 2 ID column to a lookup column, but since not all ID's are present in the order table, i'm left with many blank rows in the ID column. Both tables will continuously be update. Thank you in advance for
How to control ranges in table when using Actual[R]
I don't see how to control the ranges that are displayed when using the Actual[R] type for a decimal data field. The ranges provided by default by the report are not useful.
How to check if text field is numeric
I have data in a field that I only want to use if the data is numeric. Is there anything simple that works like the Isnumeric() function in Excel? I tried writing something using REGEXP but it does not make it through the syntax check. (It should work since I got it off of a MySql forum). Here's an example. The field that contains my data is called "VWAP". "VWAP" REGEXP '^(-|\\+)?([0-9]+\\.[0-9]*|[0-9]*\\.[0-9]+|[0-9]+)$' I have also tried using the CAST function to convert to a decimal. This converts
Producing Variables Not Present in Data
Hello, I am wondering if Zoho Reports has the ability to interact with my data on variables that are not explicit in the data, but for which the data exists. For instance, I have uploaded a transactions log into Zoho, including Customer Names. I would like Zoho to tell me things like: Of the customers that we saw for the first time in July, how many have we seen since? Of those people, what is the average number of visits? What is the length of time between transactions, on average, for these people?
Zoho integration
Hi. Am working on zoho reports.I want to know can it possible to generate an empty graph without taking values from the data.Clearly i will explain you ----- I created an report by filtering X-axis and Y-axis, by taking two drop down options , It taking the default values and genenrating the graph but I want an empty graph to be generated first then after selecting the feilds from graph it should generate the related graph. I hope you got my problem. Can you please help how to do it Thanks in Advance.
Custom formula "if" statement
I need to create a custom formula column that will reference 2 other columns and based on the contents of those, display the output designated. Example: I have the columns "Inquiry Funnel Formula" and "Market." (The "Inquiry Funnel Formula" is a custom formula column). I would like my new custom formula column to do the following: If(instr("Inquiry Funnel Formula", 'Application')>0 AND ("Market",'Albuquerque')>0,'5' Basically I want my column to look at the variable in my Inquiry funnel column,
Query that works not saving or parsing in Design mode
I am trying to edit a query that works when I open it (and when used by reports). However, when I go into Design mode and try to save it without even modifying anything, it will point to a parsing error. The error it first pointed to was a place where I had been using a "||" operator instead of "OR" because previously "OR" would not work. So I switched them. It would then display another parsing error, but without any reference location. So I copied the query section by section into a test query
Show/Hide Column on all Report Types
Show/Hide Column Feature I see is only available on Tabular View, but it would be useful in all reports since the summary and graphic reports are used most, and we can easily click on number to get table and select which columns to hide to get a better view of what we are actually looking for. If this is already built in please point me in the right direction Zoho Support, Thanks
CountIF Aggregated Formula not working
I'm getting the following Alert Message when trying to create a simple countif() aggregate formula..... Datatype mismatch for the given formula. Please choose proper datatype. What is the issue? countif("textfield"='stringvalue') thank you
CSV GUI Upload Tool
Hi, I'm trying to use the CSV Upload Utility, using Add, Replace if already exists as Import type. But when i try to upload i get the following error: "Error Occured. Column increment_id is present in match columns but not in selected columns" Columns to match is "increment_id,sku". Thank you! Julius
zoho report
how to give dynamic values in zoho reports
Change label items title
Hello, I didn't figure out how to change the title for a label items. I currently have a numeric value such as "1" or "2" in my table and I would like to have a proper label displayed in the chart. Any pointer how to associate / convert this value to a string?
Top 5 expenses for each month
Hi, I am trying to create a report that shows the top 5 expenses for each month. The underlying data is stored in a table with date, expense description and value. I have done the same report in Excel with the top 5 and attached a screenshot. This is what I expect the report to show for May. I created a pivot table report in Zoho with date formatted as Month-Year, the expense description and the expense total aggregated as a sum. I have also created a filter on the date to show only current financial
Customer's First Order Date (MIN Date)
I would like to find the date a customer first placed an order. Does Zoho have a Min Date function? Or any suggestions? Thank you
Creating User Filers on Dashboard - Not Working
I have created a Dashboard that includes a Query Table....I want to add a User Filter at the top of the Dashboard.....the Filter is on a Invoice Date Field.....that I'm Dragging & Dropping from my Query table.....I'm getting a "Column Not Related" message....The field if from the query table so it is related..... Any suggestions? Thank you
Creating Reports
Hi - I am looking to get some help creating reports for my Recruiting team here in Zoho. I am open to anyone who has some free time who can help me out. Let me know - my email is acharbonneau@k2partnering.com. Thanks, Abby
How to Filter Entire Dashboard
I am delivering a dashboard to a client via permalink and I would like to know how to filter all the reports on the dashboard to be the same via url or some other mechanism. Thanks, Brian
zoho reports with openbravo
How can we make zoho reports as pdf file in openbravo and forward it to users?
Trying to login using uploadfromdb.bat
I am not able to login using my account. It says 2012/07/05 14:59:07 IST:logging into https://accounts.zoho.com 2012/07/05 14:59:08 IST:java.net.UnknownHostException: accounts.zoho.com at java.net.PlainSocketImpl.connect(Unknown Source) at java.net.SocksSocketImpl.connect(Unknown Source) at java.net.Socket.connect(Unknown Source) at com.sun.net.ssl.internal.ssl.SSLSocketImpl.connect(Unknown Source) at com.sun.net.ssl.internal.ssl.SSLSocketImpl.<init>(Unknown Source) at com.sun.net.ssl.internal.ssl.SSLSocketFactoryImpl.createSocket(Unknown
group the multiple columns as others
group the multiple columns as others in pivot view . need help. -snehal
Custom Formula - 2 part question
Genuitywww.genuity.com/Mobile/Pages/home.aspx#SubItemAnchor18-1?utm_source=Weather_FarmersForecast&utm_medium=TextMessaging&utm_content=140CHAR_ProductAnnouncement_VT2PRORIB&utm_campaign=Genuity_Mobilehttp://bit.ly/sdkqVwCustomizeCopy I have two tables where I need to extract everything after the last / in the url but before the CustomizeCopy text. I am not sure how to write this in SQL. The second part is that I will have two tables with this same formula, leaving me with a column in each table
Create a report showing recently changed or added notes?
I am trying to create a report that filters just by notes being created and/or modified during a date range. After I create it, the report will run, but shows no results when there are notes from that time range. What could I be doing wrong? Is there an easier way? I saw how to export Notes, but that pulls them all and then I would have to sort. I just want to be able to see easily and quickly the notes made on any given day by my assistant. Otherwise, I like what I see so far!
Difference from function not working
I've got some data in my Zoho report and I've tried showing data as a difference of a column - but the function does not seem to be working. I double checked and the data is in the correct format (it's a positive number) Any idea why the difference function couldn't be working? Thanks.
Combine several query tables in one new table with sales totals
Hi, I have several query tables, one for each office sales: e.g. 1. New York Timestamp - office - product code - sales amount 29/09/2012 - newy york - ab100 - 100 USD 29/09/2012 - new york - ab200 - 120 USD 28/09/2012 - new york - ab100 - 100 USD 2. Atlanta Timestamp - office - product code - sales amount 29/09/2012 - atlanta - ab100 - 100 USD 29/09/2012 - atlanta - ab200 - 120 USD 28/09/2012 - atlanta - ab100 - 100 USD QUESTION: I need to get a table to sum all sales of all offices on a daily base:
Automatic-recurrent import from a google spreadsheet
Hi, I have a google apps spreadsheet that I use as customer feedback questionnaire. I would like to import any NEW entry in Zoho reports to monitor results (mostly numeric - service quality scores). An automatic import once a day would be enough. Is it possible?
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