[Upcoming Webinar] What's new in Zoho Analytics: Q3 2023
To all the data enthusiasts out there, we're back again with another power-packed webinar in the What's New series! This last quarter was marked by exciting new features and product updates focused on offering you top-notch solutions. With new data sources,[AWS] Install Databridge in bastion EC2 server to connect to RDS instance in private network
Hi, I'm currently migrating our database from onpremise to AWS and I have the following questions: Prevoiosly we just installed Databbridge on a computer in the same network as the MS SQL DB and that was that. Now, I have migrated that MS SQL DB to RDSAdding annotations to dashboards and reports
Hello fellow Zoholics, Is there a possibility to add an annotation to a dashboard or report like in Google Analytics? For example: A successful campaign reflects as a spike in our lead generation for this month. We will flag the start date in the report manually. Or, a colleague is on sick leave and sales plummet in their territory for the month but spike again when they return. It would be great to be able to flag events as such to retain the information and make it immediately visible for anyoneAdd System Variable for User ID (Not user email address)
Hi Zoho, All of Zoho CRM's records have an owner. In all those tables, there is the record owner ID and record owner name, NOT record owner email. We want to create filters when sharing dashboards, but we don't want to filter based on logged in user nameHow to Calculate the Percentage of 'Sales' Stage Deals in Zoho Analytics Dial Chart?
Hello, I'm currently using Zoho Analytics, and I have a question regarding the Dial Chart in KPI Widgets. Specifically, I'm interested in calculating the percentage of "Sales" stage items among all the items with the same Receive_Date (Month & Year) forWord Cloud Chart
Word Cloud Chart is a visualization method that allows you to quickly see which words appear more frequently in a bunch of text. In a Word Cloud Chart, the weight of each word will be proportional to its frequency. You can also assign other metrics toshare panel section
Hello, I have a vehicle panel, and I want to know if it is possible to share only one element of the entire panel, so that a group of people can see that sectionIssue when running this SQL query in Analytics
Trying to solve for the issue in this query when creating a query table in Analytics. Getting an error message "Encountered AS" in Line 2. SELECT "Completed Jobs - Structure".* WITH RankedData AS ( SELECT "JOB#", "BDM Total Commission Earned", ROW_NUMBER()New Features rolled out on Sept 15, 2023
Advanced Analytics for Mixpanel We're happy to introduce the Advanced Analytics connector for Mixpanel. It enables you to import data from all your events in Mixpanel and create reports to visualize trends. It'll help you get deep insights into your userHow to: Matching Two Inputs Across Two Tables to Pull Data
I'm familiarizing myself with Zoho Analytics (ZA) and the 'advanced' features such as Query Tables, Lookup columns, etc. As a MS Excel expert, I'm able to do just about anything with excel's built in formulas, but I've decided to take my love of data analysis to another level with ZA I'm hoping someone can guide me in the right direction. Here's a parallel example to my issue: I have two tables, "Warehouse Travelers" and "Merchandise Pricing". We will refer to them as WT and MP. WT: containsSorting in zoho analytics query tables
Hi There, How can I sort my more than one column using a query table in zoho analytics. I want to sort by business unit, then probability and then by closing date. I have designed a sql statement with an order by clause which works for the design modeSeparate records after Deal Owner Name typo fix
One of our users in the CRM changed a typo in her name, more specifically a double space between first and last name fixed to only one space. While we expected that the Deal Owner Name from all CRM tables would be changed to the correct version, insteadFiltering a View Based on User Identity
I am creating a report that contains data from several clients: A, B, C and D. I want each client to only see their own data when they login. Is there any way to automatically filter a view or dashboard in this way? For example, each row of data will contain a Client column, indicating which client it relates to. If I can indicate which client each user works for (jsmith@acme.com works for A corp), then I could match the user to the Client column. The alternative is to create a different sharedData Cascading
Learn how data changes cascade through reports and dashboards in the Zoho BI platform. Discover how to update and add columns to your data, and see the impact on charts and dashboards. Find out how to use "Find and Replace" to improve your word cloudadding non-pivoted columns to a pivot table
Hi Zoho, Did some searching around and I haven't found a way to add columns back to a pivot table. Currently I have a back end query table that contains contracts. For each contract ID there are and invoice date and invoice amount along side extra informationTip of the Week: Using Webhooks in Data Alerts for Automated Action Analytics
Are you tired of manually monitoring the data and afraid that you might miss key changes? Worry not. Zoho Analytics will monitor your data, and alert you when there is a significant change in any of the key business metrics. This enables you to take appropriateHow do I exclude a report form a user filter on a dashboard.
I have a dashboard that has a few reports on it. I want one of those reports to be EXCLUDED from the user filter at the top of the page. See here: https://monosnap.com/file/0S4RxVB0BM1MLHal8TyptlT6bdUF9o How do I do this? I have tried: Adding a filter on the report itself that is different than the user filter. Any other ideas? Thanks!Zoho Dashboard kopieren
Ich möchte gerne dieses Zoho Beispiel Dashboard kopieren und dann die Inhalte verändern. Wie kopiere ich dieses Dashboard? https://analytics.zoho.com/open-view/1160261000007273601/39de7082e48d3b498845d486492cbb4cReporting tags in Zoho Analytics
Hello, I associated reporting tags to my expenses. My tags are e.g. "Department" - Development - Marketing - Management I want to see all expenses grouped by these tags. I looked at the data model and it seems that Reporting Tags table is standalone.Zoho Analytics: Email schedule - dynamic filename
Hello, we have to send reports to our customers every day. The file names must therefore be dynamically structured (name including date) so that they can be easily saved, otherwise the customer has to rename them - not acceptable. Is there a solutionData Snapshots
Data Snapshots allows you to capture and maintain historical data from a report. It periodically snapshots the data from a chosen report, and stores them in a table for historical report creation & analysis. Watch this video to learn more about DataAssociate Data Values with Named Value
Hi, Via an automatic data sync, some of the data from the platform am I am using is pulling into Zoho Analytics as its raw ID, instead of the named value. There is no option in the source data to have this pull through as the named value. As this is aHTML Embed Code changes, how to make it remain the same
Hi there, I am embedding a video from Vimeo into a dashboard. The following code is taken from Vimeo using the embed feature: <div style="position: relative; padding-top: 56.25%;"> <iframe src="https://player.vimeo.com/video/869556664?h=0737c03545&badge=0&autopause=0&player_id=0&app_id=58479"Dates Missing when filtering data
I am having an issue with the charts and dates disappearing. In the image below you can see bar charts. They are set to be on a rolling 13 month display, using the relative filter to include the last 13 months of data. When the data set is unfiltered,Error in Analytics
Please see screenshot of error for query below and assist SELECT "Union"."Date" AS "Date", "Union"."GL Number" AS "GL Number", "Union"."Value" AS "Value", SUM("Union"."Value") OVER(PARTITION BY "Union"."GL Number" ORDER BY "Union"."Date" ASC ROWS BETWEENcalculate Date difference in summary view
Hi, I want to calculate date difference. suppose I have post_date and now I want to calculate difference between the post is publish and current date or in sql format ( datediff(now(),post_date) ) how can I achieve this in summary view.Can not open any of the previously created dashboards / charts
Any attempt to access previously created dashboards or even stand alone charts results in Alert Message: "Sorry, an unexpected error occurred when performing this operation. The error has been logged and will be looked into. It would be of great help if you could provide us with additional information using the ''Feedback'' link at the top of this page." Tried to create a new chart - the same result. Access to Tables appears to be unaffected.Report of the Week - Expected Revenue based on Subscription Data
This 'Report of the Week' tip is for those of you who run a (recurring) subscription based business. Zoho Analytics can help you calculate your revenue for upcoming months, based on the current subscriptions. We are using Advanced Analytics for Zoho FinanceUrgent / Converted from Lead remove form potencials? / Synchronization stops
Hi Team I need support ASAP, I've just recived an email with the following message: Zoho CRM data synchronization with Zoho Analytics has stopped on 20 Sep 2023 10:49:12 AM GMT due to some columns being deleted in Zoho CRM which will be deleted in theIntegration to ClickUp?
Is there anyway to pull in projects, lists, tasks etc. from ClickUp into Zoho Analytics?Saving Chart Titles in Zoho Analytics
I have files that I upload into a workspace that already has the charts, filters, and dashboards with the same file headers. After I create similar charts and table option, I go to the charts already in the dashboard and change the title name and it doesn,tGlobal Search in Zoho Analytics
Global Search utilizes metadata from datasets, reports, and dashboards to swiftly access vital information. This video guides you on initiating Global Search via the top bar and shortcut. Explore recent searches, filter results by entity type, and streamlineTip of the Week: Moving Calculation with Dynamic Window
Moving Calculations are ideal for analyzing data sets that fluctuate a lot. Be it stock prices, temperature, or daily sales trend, moving calculation allows you to identify the trend. It smoothens the noise of the random short-term fluctuations from yourWhite label solution- Zoho Reports
Hello, Is there anyone who is using the white label solution for zoho reports? If so, can you tell me how you like it, is it working, are there any bugs? I have a few clients that I have implemented zoho reports on, but I use a web portal solution to make it as white labeled as possible. Thanks in advance, Arron Robles Blue Pumpkin Hosting | Solutions Made Simple http://bluepumpkinhosting.comSQL filter last 7 days
I am trying to filter SQL database based on dates. I only want to include data from last 7 Days (including today) = 1 Week. I tried to use: WHERE 'TransactionDate' >= DATEADD(day, -7, GETDATE()); and similar restrictions, but it doesn't work Can someoneCustom CSS Stylesheets for Reports
It's great that we can control certain style elements for Zoho Reports either through the settings or by using HTML in the text blocks. However, it would be much easier for reports that feature multiple text blocks to rely on a centralized stylesheet or custom css setting so that we don't have to copy and paste styles into every block.Zoho Reports or Creator to Google Sheets
Hello - Let me start by saying that, although I am technically savvy, I do not know all the inner workings of coding/writing scripts/APIs/et cetera. As for my problem, I am using a 3rd party dashboard service that does not have direct integration with Zoho Creator or Zoho Reports. The dashboard service does integrate with Google Sheets. So, as painful as it is, I have been taking the data manually from a Zoho Reports dashboard and updating the Google Sheet twice a day. The inefficiency of this isAggregate formula
Aggregate formulas can be used to efficiently summarize and visualize vast datasets, enhance query performance, ensure data quality, simplify complex calculations, and facilitate historical analysis for better decision-making across our organization.Data imported into CRM is not synced to Analytics
I set up the integration between Zoho Analytics and Zoho CRM, and imported data into Zoho CRM using CSV. However, the data imported using CSV is not synced to Analytics. Delete the data source and set up the integration again to synchronize. Is thereHow to calculate Time Spent per Agent?
Hello community!! Any tips on how to have a column calculated with the total time spent by the agent? The time spent is added to the Ticket/Activity Time Entries. I was unable to create a column that would allow me to add up the hours spent and displayNext Page
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Announcements
What's New in Zoho Analytics - October 2025
Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! ExtremeWhat’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 you
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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 lesZoho Analytics Automatically Deletes Queries and Reports When a Synced CRM Field Is Removed
We’ve encountered a serious and recurring issue that poses a massive data integrity risk for any Zoho Analytics customer using Zoho CRM integration. When a field is deleted in Zoho CRM — even an unused one — Zoho Analytics automatically deletes every
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Sticky Posts
What's New in Zoho Analytics - October 2025
Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! ExtremeTip 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 security
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