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 canChange 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 editIF (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,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'sChange 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 screenShow 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 urenNew 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, andZoho 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 stageChanging 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 usuallyHow 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, JuanTwo 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 columnHow 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 GoogleUnified 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-functionalDisplay 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 AndrewShare 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, SonyReport 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 seecolumn 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 theSplitting 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 columnsTip 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 ).Zoho Analytics -
This might be a complex question, but I it's in high need in Zoho Analytics. I would like a chart that can compare data with the following date ranges. This last week (meaning data of last 7 days ) vs. data before last week ( means data range before previousCRM Sandbox Workspace
Hello, We have a workspace in Analytics that is connected to CRM, and it is pulling in our production data. I am wondering if it is possible to create another workspace in Analytics and connect it to a sandbox in CRM? We've built some things in the sandboxZOHO ANALYTICS - HOW TO GET THE DATA VALUE?
Hi ZOHO Team, Good day. How can I get the data for Invoice Date, Invoice Number & Total Amount of Invoice from the Purchase Order Items as Source? Will appreciate immediate response Thank you Best Regards, Raffy LaoangTimesheet data by Milestone
Hi What is the simplest way of getting timesheet data by Milestone? I can do it by Project since the timesheet table contains ProjectID, but it doesn't contain Milestone ID. Ultimately, I'm trying to calculate the cost of a milestone based on submittedAdding calculations from other tables / Adding a sum
Hi Guys, i have the following problem: i want to create an analysis for each employe, that shows his "working hours" for a month and his "planned hours" (the hours he should work per month). Problem here: each employe has not 100% work time but some haveCopy paste multiple rows and columns?
Is it possible to copy paste multiple rows or column fields like working on a spreadsheet in Zoho reports.How to find Widgets from ID
I'm attempting to delete lookup between two tables, however I need to delete the views and widgets which use this relationship first. The views are straight forward to find, but I'm unsure how to track down the widgets based on the ID provided. WIDGET:How do I create a query table?
How do I create a query table? Is there a specific plan I need to be on to use this feature? After clicking on "Create" tab in the sidebar, I am not able to find the "Query Table" option.Integration between Analytics and Marketing Automation
Dear Team, I would like to create dashboards email marketing performance of Marketing Automation in Zoho Analytics but I cannot find the connection. Is it possible to integrate those 2 apps? Please advise me. Many thanks in advance. Regards!Add a report to a widget
I have created a report with two formula columns, one of which is true/false. I would like to add this report using the formula column as a percentage (how many true/total) and show it in a widget. Please can you help me.Composite Primary Key (or Foreign Key)
Is it possible to have a composite Unique key - either as a Primary key, or as a Foreign key reference? If not, is it an acceptable workaround to create a new column that stores a concatenation of the fields I want as part of the composite key, and use this new column as my unique key?Copy all reports in a folder
I currently have a database that I need to create multiple charts filtered by market. All of the charts are identical, I just change to of the filters and then I have the next market's set of charts. The only way I've been able to copy charts (reports)Field limit | Zoho Desk
Hello there, In Zoho Desk you can create significantly more than 100 custom fields, plus the standard fields, of course: (img source: https://help.zoho.com/portal/en/kb/desk/customization/layouts-and-fields/articles/working-with-custom-fields#Adding_custom_fields)[CRITICAL] Zoho Desk <-> Zoho Analytics Sync fails without specific error message!
Hello there, as you can see on the screenshot, the synchronisation of zoho desc keeps failing without a helpful error message! As a reason there is "A temporary error occurred while synchronising data from Zoho Desk" displayed... The error can't be thatNext 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?Missing information data Zoho inventory
there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les
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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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