Synchronization between Zoho Analytics and Zoho Desk not working anymore
Since last Friday, our synchronization between Zoho Analytics and Zoho Desk keeps on failing.. How can I solve this problem?Connecting Zoho Creator with Zoho Analytics
Hi Team, I am unable to import the data and forms I created in Zoho Creator to Zoho Analytics. However, another organization admin can import the data and forms they created but also cannot import mine. When I try to import from the Zoho Creator datasource,What does it mean the letter X in Zoho Analytics
I am translating a document about the use of dashboards in Zoho Analytics , and I found these sentences : Tap any where to select corresponding X entries Tap on X-axis label to select all entries for the X Swipe down to filter all data points for anyCreating a bar chart to compare positives for 2 different yes/no fields
Here's the goal: We have multiple fields that are simple Yes/No in our Deals. I want to produce a bar chart with the number of YES for 2 of those fields. As 2 bars. i.e. X=21 Y=7 Something simple like that I currently do them from a pivot table in ExcelAnalytics Down?
Is anyone else having problems with accessing analytics.zoho.com website?Email schedule on specific date
Hi How can I schedule an email report to be sent out at a specific date and time? I don't want to send using the intervals being offered (daily/weekly etc) but rather only once on a future date. ThanksDerived table in zoho analytics
Hi Is it possible to make a derived table also known as a subquery in the from clause. Because I keep getting an error?Day 10 of Sync failure between desk & analytics...
I'm going on day 10 of "temporary" sync failures between zoho desk & zoho analytics. I have deleted the integration (which deletes the table and makes all the reports and dashboards useless) and re-added it. Both times it works for the first sync thenCustomer connect: How Market Dojo drives business growth with 360° insights
According to McKinsey, businesses integrating diverse data sources make decisions five times more faster than competitors. In our upcoming webinar, we're excited to converse with Market Dojo, a UK-based SaaS company built for procurement professionals,Request for Assistance in Importing Full Data from Xero to Zoho Analytics
Hello Team, I hope this message finds you well. I am writing to seek assistance with an issue I am encountering while trying to import data from Xero into Zoho Analytics. Specifically, I need to import data spanning the last 5 to 10 years. However, ZohoDate Last Modified
How does one set up a field to automatically record the time and date that its row was last modified?How can I use DATEDIFF in ZohoAnalytics for query?
Hey, Which function do I need to use that Zoho SQL will understand? I have used DATEDIFF and I can see that Zoho can't understand it, then I tried this date_diff(), and also no changes. Best regards, VladimirMonthly Average in a Summary Report (exlcude weeks with zero count)
Hi, I am trying to figure out how to get a monthly average on my attendance of unique ids (pco_id) that have checked in. If you look at May, it says there are 2 weeks in May and our average is 30, but we did not meet one of the weeks, and the 30 is notZapier and Zoho Analytics API
I'm having a problem setting up a Zap using the Zoho API. I'm currently using the Zoho analyticz API to get data and write data into tables using Power Automate Desktop but for a certain task i need to connect it to Zapier to get the last row from a tableRequest for Zoho Analytics Query Version history
Hi Team, As and When I am working on the Huge SQL Queries, I feel insecure especially, when i am making changes to the working query. If there is any improvements needed in the Current running query. Is there any plans for Version history for the QueriesFind and Replace on filtered Table
Hello, am I missing something from the procedure? I filtered a table then I am trying to replace a text value, but it says no rows match. The column is unbound free text and I am using it as Status (want to replace "available" with "disabled" text). AnyReport of the Week - Packed Bubble Chart
Zoho Reports allows you to display large data points efficiently packed within a small space using the Packed Bubble Chart. Packed Bubble charts display the data as a cluster of bubbles. Data in the columns plotted define the size and color of the individual bubble. This provides an effective visualization in easily comparing the categories by looking at the size of the bubble. The below illustration shows how to create a packed bubble chart. The following are a few sample Packed Bubble Charts.Tooltip Customization
Hi Team, I have a bar chart that displays the dollar amount in proposals sent, won, and projected to close per month (a bar per metric per month). I have the count of proposals per metric included in the tooltip shelf. When I hover my mouse over the 'Sent'How can I generate a report on dormant Accounts in Zoho CRM and Zoho Analytics?
I can't imagine this is a unique ask, but can't find an answer in the community. We have lots of Clients (i.e. Accounts) with various levels of 'dormancy' i.e. they have not engaged with us for # months. This is based on the date of the most recent EnquiryWhat tools does Zoho Analytics have to connect well with Postgresql with Sync Condition?
I would like to know what tools Zoho Analytics has that can connect well with Postgresql. I want to sync data with Sync Condition to Postgresql. For example, I want to Sync when data matches a specific date range.Importar dados de API (JSON) usando método POST e passando outra tabela como parâmetro
Pessoal, Estou com uma dúvida se consigo passar um parâmetro como uma tabela de referência no Zoho Analytics Veja o exemplo abaixo: Preciso saber se existe alguma variável que possa fazer essa referência. Obrigado!Zoho Analytics - SalesIQ Conversation Tags
Good day, I cannot seem to locate the "tags" field for SalesIQ conversations in Zoho Analytics. Any idea where I can find that field or table because I need it for my reports. Thank you! AndreAnalytics SDK getOauth api is failing only in production
I am using ZohoAnalytics SDK and with it I am sycing data to Zoho analytics workspace. Things are working perfectly in local environment but when I pushed code in production (AWS ECS), getOauth function in SDK is failing. The reason for failure is, whenHistorical changes to data tables and reports
As in Microsoft Power bi, when you edit data in sources, you have a step for every modification. So you can rollback o undo something. In zoho Analytics it will be great to have an overview of all the modifications, for instance: Changed types, Added columns, transformations, etc.Zoho reports API: GETEMBEDURL
Hello guys, While trying to get an embed URL for a report through the reports API, i'm always getting the error: <error> <code>8023</code> <message> You do not have permission to perform this operation. </message> </error> </response> The format of the URL path i'm using is: https://reportsapi.zoho.com/api/adminaccount/DBname/Dashboard?ZOHO_ACTION=GETEMBEDURL&ZOHO_OUTPUT_FORMAT=XML&ZOHO_ERROR_FORMAT=XML&authtoken=*token*&ZOHO_API_VERSION=1.0&ZOHO_IS_SECURE=true Is there any configuration to beAnalytics 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?CRM/Reports Multi-select Lookup Fields
Hello, Is it possible that multi-select lookup fields (recently added to Zoho CRM) will become available within Zoho Reports? I have looked at adding them through Data Sources - Zoho CRM, but they do not show up under the modules in setup. This feature would be highly beneficial, as I need to create reports based on these fields and must currently export to a third service rather than doing all reporting within Zoho. Thanks! KaylaRetrieve comments on customer happiness in Zoho Analytics
Hello there, I would like to receive the customer satisfaction rating comment from the customer in the Zoho Analytics standalone app. How do I do this? Best regards, SvenMultiple Target Meter - Zoho Analytics
Hi Team, In Zoho Analytics, I require a Target Meter similar to the one available in Zoho CRM to enhance the efficiency of my work.Drill Through for Maps
The Drill Through feature currently in Beta is a great addition, however where I think it would be much more useful would be on maps. For example if I have multiple sites across multiple states/ geographies I could add a drill-though that when clickedInteractive dashboard
Hi, we would like to develop an interactive dashboard in Zoho analytics. Our main goal is to let the dashboard's users "Snooze" a row (company), through a button or something similar. If a row is snoozed for example 1 week, it should disappear in thepivot-table
How to get the result as per the below any help, please? Differences have to come in the column as shown in the Excel Data Column 2022 2023 Summary Difference % Difference Total Revenue from contracts with customers 1094610 1170420 2265030 75810 6.90%Help with a Query formula - latest date from unique values in another column
I have a query table I am developing to show only unique value (Project Name) and most recent date (Last Modified) and total all of the time entries from all the values (Hours) in a report from the query, but I do not know how to do this. The data tableZoho Analytics aggregate function breaking specifically with iscurrentmonth function
Hey friends! I have an aggregate formula Im trying to use that sums a column if iscurrentmonth returns true. Whenever I use this specific function, the formula will somehow return null and show no data in my column. Example below (you'll see AbarahamYear to Date Function - is it ONLY working on calendar year?
Hi Zoho Analytics gurus, I need to produce a head of sales-related charts that show on Year to Date comparisons from the current and previous years. I have attempted to use the YTD() formula - eg. ytd(sum("Opportunities"."Amount"),"Opportunities"."Closing Date") However, the data displaying is completely wrong. After a lot of experimentation, I am beginning to think the YTD function is basing its calculations solely on calendar year, and ignoring the organistion's financial year settings in the workspace.Query table count function
I am trying to create an SQL query table with the aim of producing the attached stacked bar chart in Zoho Analytics. I can count the number of S1 payments as follows: SELECT abs_month("S1 invoice received"), count(abs_month("S1 invoice received")) ASDashboard User Filters synchronize across all tabs
Is there a way to synchronize dashboard user filters across all tabs of a dashboard. For example, if I defined a user filter to allow the user to select a data range for the dashboard, I want that range to apply to all tabs of the dashboard so the userSolution of the Week - Consolidated Balance Sheet for multiple orgs, multiple countries with different base currencies
In the previous posts, we discussed how to create a consolidated balance sheet for scenarios using Zoho Analytics where multiple outlets operate within a single country using the same base currency, and for cases where there is an organization with aSet Zoho One users as a custom role.
A custom role has been created in 'Manage Roles' under Zoho Analytics settings, but in 'Manage Users,' only User, Organization Admin, and Viewer roles are available.How to generate a permalink for a dashboard that allows external access and how to send dashboards to non zoho users as link only (no attachment please) via scheduling mail?
We are a outsourcing company and we have lots of clients. We designed dashboard for each client in zoho analytics. Our clients are not zoho users and we want to schedule mail for them with only dashboard link (no attachment as view or pdf) How to generateNext Page
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What’s New in Zoho Analytics – September 2025
Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded[Webinar] The Transformative Power of Gen BI
Traditional decision-making tools are no longer enough. The integration of generative AI into business intelligence (BI) is proving to be a true game changer—enabling businesses to make faster, smarter, and better informed decisions. Early adopters ofUpcoming Change: Snowflake Username/Password Authentication Deprecation – Action Required
Hello Users, Snowflake has officially announced that username and password-based authentication will be deprecated by November 2025. You can find the official announcement [here]. If you're using a Snowflake connection in Zoho Analytics to import data,Zoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience
Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that youAnnouncing Agentic AI - Ask Zia!
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Zoho Analytics - Make text clickable in underlying data
Hi Community, I have a simple sales report based on a Invoice query table. I have included a link on to each invoice on the table and sent the Invoice number URL to the link. This works find in the query table, but when I click underlying data on theIs it possible to create a word cloud chart in ZoHo Analystics?
Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be ableIs it possible to pull the Zoho desk data into Zoho analytics in real time
Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?
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Tip of the Week - Spot Risky Sales with Conditional Formatting
In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to applyWhat’s New in Zoho Analytics – September 2025
Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expandedAnnouncing Agentic AI - Ask Zia!
We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.Invitation-Based User Access in Zoho Analytics
Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve securityZoholics Europe 2025: Your Ultimate Data Analysis (Zoho Analytics) Workshop Experience
Why should you attend? This year, Zoholics Europe 2025 is putting data analysis centre stage. With a dedicated workshop designed to answer all your data-related questions, you’ll gain practical skills, real-time solutions, and expert insights that you
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