Query Table
Query tables provides a versatile and efficient way to retrieve, transform, and manage data for analysis and reporting purposes. They enhance data manipulation capabilities, improve performance, and contribute to better decision-making. Watch this videoKPI Widget - Distance to Target?
Hey all, In a KPI widget, is there any way to display how far you are from target? Eg/. - Sales is at $10,000 - Target is at $15,000 Distance to target = $5,000 I am wondering if this is possible somehow with a dynamic label?[Product Update] NPS Surveys, NPS Responses and NPS Recipients Modules Deprecation in Zendesk - Zoho Analytics integration
Dear Customers, As Zendesk has recently deprecated the modules listed below, we are no longer offering support for these modules in the Zoho Analytics integration. 1. NPS Surveys 2. NPS Responses 3. NPS Recipients Data in these deprecated module tables[Product Update] 'Total Price USD' Field Deprecation in Shopify - Zoho Analytics integration
Dear Customers, Due to the recent update in Shopify API, the 'Total Price USD' field within the 'Orders' module is no longer supported in the Shopify - Zoho Analytics integration. As we move ahead, this particular field will not be available during the[Product Update] Price Lists and Sales Price List Details Modules Deprecation in Exact Online - Zoho Analytics integration
Dear Customers, As Exact Online has recently deprecated the modules listed below, we are no longer offering support for these modules in the Zoho Analytics integration. 1. Price Lists 2. Sales Price List Details Exact Online has introduced the followingQuery Cannot be saved because of performance
SELECT "Invoice Number", "Total (BCY)", "i'm creating clothing for my", "Account id" FROM "Invoices (Apliiq Inc)" LEFT JOIN "Contacts (Apliiq Inc)" ON "Contacts (Apliiq Inc)"."Customer ID" = "Invoices (Apliiq Inc)"."Customer ID" LEFT JOIN "Accounts" ON "Accounts"."Account Id" = "CRM ID" WHERE "Invoice Status" = 'Closed' I am trying to get all invoices (from zoho books) with their associated account id (from zoho crm)[Upcoming Webinar] Optimizing 5 focus areas of online businesses using ecommerce analytics
According to Forbes, 79% of shoppers make online purchases on a monthly basis. With explosive ecommerce growth and its substantial share of global retail, businesses must prioritize optimizing their digital storefronts for success. Join our upcoming webinarTip of the Week - Create KPI Widgets with Dynamic Images
Images are the favored medium and a powerful tool for communication as it is easy to process visual information far more efficiently than raw numbers and lengthy descriptions. With KPIs being the prime source to gauge progress and understand the healthZoho analytics wrong query?
Hello again, I have created a dashboard and I want to have a table to display all projects that were lost before the project entered the "Offer" stage. I created a custom query table, but after running the code it still displays projects that were transitionedZoho Analytics Current Date Returning UTC
After this https://help.zoho.com/portal/en/community/topic/new-features-rolled-out-on-july-10-2023, current_date() is now returning UTC timeZoho Analytics connect with Salesforce
I get an error when connecting to salesforceUsing data fields in Zoho Show presentation to extract a number from Zia insights.
Is it possible to use data fields in Zoho Show presentations to extract key numbers from Zia insights based on a report created? For example, using this text below: (note that the numbers in bold would be from Zia Insights) Revenue - The Total RevenueDefault format for all of Zoho Analytics
Hi all, I am wondering if there is an option to set default formats across Zoho Analytics. For example, 1. Currency should be $ Australian with 2 decimal places 2. Percentages should be centred Is any of this possible at all?Zoho Analytics connect with Salesforce
I get an error when connecting to salesforceemulation of SQL Minus operator
Hello good morning, I've been using Analytics for a while now and I notice that it doesn't have the SQL Minus operator, to make a difference between two data sets. Searching the internet, mysql did not have it some time ago, and all that was left wasJoin tables using Lookup
Joining multiple tables using lookup can provide several benefits in relational database management systems. By joining multiple tables using lookup, you can consolidate data from different sources into a single, comprehensive dataset. This can simplifyGet SUM of Amount based by remove the duplicate id
From the below table I want to sum collection amount based on the unique Opportunity-ID. If there are two duplicate opp ids I need to consider one row to count the sum. Note I cannot remove the duplicate rows as these rows merged with another table whichAdding Custom Tables with GA4 Data
Hey everyone! I'm trying to create a Table data from my GA4 database. Basically, a table of a specific event based on Geo (Country). I'm able to see the Geo Table however, my Events Tracking table does not have a Country column for the tables to be combinedGoogle Analytics and Zoho CRM
I want to track the amount of users that successfully made a purchase by combining Google Analytics data with Zoho CRM data. Right now I don't see any user specific information in the Google Analytics modules within Zoho Analytics, like email addresses,Do ZoHo Query Tables support GROUP BY GROUPING SETS?
I am attempting to use the following: GROUP BY GROUPING SETS ( ("Salesperson", DATE_FORMAT("date created", '%Y-%m')), -- Individual month-level data ("Salesperson") -- Rollup for all months ); I have been unable to find a list of supported SQL commands.Create a Variance Column with comparison from 2 other columns in pivot table report
How to create a Variance Column with comparison from 2 other columns in pivot table report? So for example, would like to create Column # 1 with Current mth data and Column # 2 with Previous mth data with difference between these columns shown in ColumnTransacciones de bancos de Zoho Books
Buen día, Espero alguien me pueda ayudar en lo siguiente, estoy intentando sacar un reporte de las transacciones categorizadas de bancos de Zoho Books: La cuestión es que no encuentro como identificar estas transacciones en las tablas de Zoho Analytics,Aggregate Formula Help
Hi - I'm trying to convert a working Aggregate formula in analytics to pull the data from CRM versus a data table. Here is my scenario - we need to pull sales numbers up to today's current date based on a previous sales cycle. I cannot use a basic YTD2 Modules combined
Hello, We have 2 modules : 1. Visit Reports 2. Hits I would like to make charts and widgets to see how many visits are done per hit and this ideally per user over the months. How can I do this because when I create "add aggregate formula" in the tableSharing Editing Rights of a Dashboard in Zoho Analytics
Hi, Being an Account/Org Admin how do we share the rights to edit a dashboard with with other people? Let's say with a workspace admin?Including all data from weeks overlapping with range set in a dashboard's user filter
Problem: I have a dashboard that displays Deal analytics. Some of the reports summarize deals by week, however, since the endpoints of the user timeline filter may not necessarily fall on the first/last day of a week, those weekly reports will not showWhat's the best way to combine and chart data from two pivot tables?
I have two tables of raw data: "product sales" (raw individual product sales) and "product work" (raw time log entries) I want to create a chart that contains total revenue (sum of all sales) and total cost (sum of all work) on a monthly basis. What is the best way to do this? I can easily create a pivot view for sales and a pivot view for work, but what I want to do is create a view that combines two pivot views. One challenge is that the pivot view cannot be queried by a query table, nor can itImport data into Zoho Analytics - Part 2
Welcome back! Here's Part 2 of our help documentation series for importing files. In our previous post, Import data into Zoho Analytics - Part 1, we covered importing data from local files [CSV, XLS (Excel), JSON, HTML and XML] In this series let's lookNew Features rolled out on July 10, 2023
Advanced Analytics for LiveAgent We are happy to announce the Advanced Analytics connector for LiveAgent. It enables you to probe and identify bottlenecks within the support process, take measures to solve recurring problems, and optimize resource allocationFilter exlude person from certain month
Hello, We are tracking the visits of several salespeople on Zoho Analytics in a Pivot Table We use filter to include/exclude persons on this Table. How is it possible to include person X for several months and exclude that person starting from a specificRefreshing/Syncing Data from Excel Spreadsheet
I have a Vertical CRM with Zoho vAnalytics. I am trying to create reports/dashboards using an Excel spreadsheet as a data source that is updated daily by production employees. I can import the spreadsheet just fine and create a report, but I don't seem[Upcoming Webinar] What's new in Zoho Analytics: Q2 2023
Calling all data enthusiasts! Join us for our upcoming webinar, where our analytics experts unveil the newest features and updates in Zoho Analytics for Q2 2023. With these new additions, you can supercharge your decision-making and take your analyticsAdding Chargebee as a Connector
Is it possible to get Chargebee added as an Advanced Analytics integration?Average amount of tickets per customer each year
Hey all, Can someone help me on how to generate a report from Zoho Desk in Analytics that would give me the average amount of tickets per customer each year for the past 3 years?How to get Number of Responses?
Good day, how do I get the Number of Responses as per the "Response Time" dashboard in Zoho Desk? I'm trying to do this in Zoho Analytics but again I'm not getting the same results. Can I please get some assistance on how to replicate this exactly andTarget vs actual chart
I am trying to create a line chart in Analytics to show our forecasted lead targets per month vs the actual number of leads, for example: Please can someone let me know the best way to do this? Thank youFilter dashboards on logged in user
Hello, I have a dashboard with several reports and widges. We want that these data is filtered and is correctly showed only to the logged in person. We use this : Variable X =${system.login.fullname} which is working and filtering report X perfectly toAbility to split a field into ROWS based on a delimiter
Hi folks. I have a spreadsheet from a client that has several (about 10!) different fields containing multiple values separated by commas. Each field represents a multiple-choice field option is a survey. For example: Field Name: "Priority Tech Investment"Perform Count of another column based on another column date range
Hi, I would like to count distinct "Deals.ID" column based on "Deals.Created Time" column, any inputs, I tried existing threads I didn't find any reference. I am trying to use this in Pivot Table (formula)What is wrong with my Include_GroupBy Code
AVG(include_groupby(avg(count_if(MONTH("Opp+paymentinfo+users"."Opportunities.Closing Date") = MONTH('2023-06-06') and ("Opp+paymentinfo+users"."Opportunities.Stage" = 'Deal Won') and ("Opp+paymentinfo+users"."Opportunities.Deal Type" = 'New Deal'))Next 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 lesWhat'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! Extreme
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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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