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'))Import data into Zoho Analytics - Part 1
Zoho Analytics provides various options to import the data that you have in local files, feeds, Cloud drives (Google Spreadsheets, Google Docs etc), Local/Cloud databases, popular business applications and from your custom applications into Zoho AnalyticsCreating a rolling financial forecast in Zoho Analytics
Trying to create a Rolling Forecast Report that would include columns on a Profit and Loss Statement for the fiscal YTD Actual (Column 1) and the remaining YTD forecast (Column 2) to arrive at a revised Total (column 3) based on the 2 columns combinedTip of the Week: Monitor your Business with Data Alerts
Data alerts are the go-to solution when it comes to enhanced monitoring of a business. They help us identify the outliers, the anomalies, unusual potentially dangerous circumstances, and take decisions swiftly. For example, using data alerts you can startHTML embedding in Zoho Analytics Dashboard
Hello, I am attempting to embed social media posts in a dashboard, however this is proving tricky. For example, if I want to embed an Instagram post, I copy the embed code from Instagram, but the result looks like the attached screenshot "Instagram Embedding".SQL for rows before a specific date
I have a table below how can I extract the rows where check-time is before a certain day I tried WHERE "Check-In Time" < '2023-06-01' but i doesn't work. Can someone advice? Thanks in advance![Action Required] Requesting LinkedIn Pages integration users to re-authenticate your LinkedIn account in Zoho Analytics
Dear LinkedIn Pages integration users, An important update from Zoho Analytics. Due to some recent changes in the authentication process and policy in LinkedIn Pages - Zoho Analytics integration, we request users to re-authenticate their existing LinkedIn[Product Update] Removing inactive unknown visitors data in Zoho SalesIQ - Zoho Analytics Integration
Dear Customers, As per this announcement in the Zoho SalesIQ community, the anonymous visitors data associated in all modules will be cleaned up/removed periodically every 6 months in Zoho SalesIQ. Hence, the removed data will not be available in ZohoAdd more data sources
Hello I have an existing data source but need to add several more. I am unable to find the method to do this and my 'data sources' tab looks nothing like the documentation (see screen shot). Thanks!Adding Static Thresholds per Month in Chart
Hey guys, I have a question about some functionality that I'm sure is possible but I can't figure out. I have created a bar chart showing the revenue generated by all deals across all months in 2023. It currently looks like this: We currently have monthlyGetting Distinct ID Count based on the date range
SELECT "Opportunities.Entity", count(DISTINCT("Opportunities.Id")) AS 'Total Opportunities', if(MONTH("Opportunities.Created Time") = Month(Now() - 1), count(DISTINCT("Opportunities.Id")), '0' ), count_if(MONTH("Opportunities.Created Time") = Month(Now())Zoho Analytics - An Overview
The video gives you a comprehensive overview of Zoho Analytics. Zoho Analytics allows business users to visualize any data easily. Users can create reports and dashboards using the drag-and-drop interface in seconds. Zoho Analytics features the AI poweredQuery Table - trying to figure out how to pull in data from another table?
I'm trying to write a query that will pull a column from "Purchase Order Items" into my query, but I'm not sure how to link it. It has a column called "Product ID" that is the same value as the existing "Product ID" already in the query - so I'm trying[UPCOMING WEBINAR] Connecting BI to AI in the time of Generation AI
Generative AI is taking the markets by storm. It's paving the way for groundbreaking innovations across industries—and the data and analytics industry is no exception. We're truly witnessing a new era of democratization and self-service in data and analytics.Why is Grand Summary not totaling at the bottom of aggregate formula columns at the bottom of my pivot report?
Can anyone tell me why my two aggregate formula columns are not giving a sum at the bottom of my pivot table? And how do I fix it? For reference, these are my two formula columns:Hiding the base field graph for a formula from the report legend
We are creating some KPI reports from our Desk data and some of the fields on the Y-axis require formulas for them to be user friendly. For example the "Total Response Time in Business Hours" data is normally in milliseconds (ms) unit despite its nameSorting function columns not working
Hi, I want to sort some columns within a table I've created. So for example, highest amount should be placed first or most recent date. However, if I try to sort a column, it is not working and doesn't do anything at all. Do you know what's the probhow aggregate formula calculates data on table
I would like to know how aggregate formula calculates data on table in Zoho Analytics. Specifically, when you want to calculate ratio(%), I was wondering how aggregate formula calculates it. I made the aggregate formula below on the deals table. count_if("Deals"."Stage"Compare sales YTD with same period last year
Hi How do I compare sales to date this year with the same period to date last year? ThanksGlitches on dropdowns
Hello I have a couple dashboard published. Some of my buttons and drop downs are not working - clicking on them does nothing. When I use the dashboard in the development space everything works fine, when editing and viewing. My dashboards are added toColumn 'Goal category' missing in data connector between Bing Ads and Zoho Analytics
Hi, I've set up the data connection between Bing Ads and Zoho Analytics. All kind of tables and columns are synchronizing at the moment. However, I am missing the column 'Goal category' to determine what kind of conversion it is. Where can I find thisHow to use OR when filtering using two fields
I want to create return a list of Account Names by filtering on Field1 = "yes" OR Field 2 = "no" I can't see how to use the OR in the filter.Changing a column datatype to currency
Hello I need to change a column from decimal to currency. I have looked through all the resources and videos but everything is either outdated or unrelated. Thanks!Storing data in JSON format in Analytics
Hello, I have a JSON file that looks like this [ { "caption": "@brambleenergy's Software Team brings our fuel cell systems to life through software solutions and advanced control techniques.\n\nIf you are in your penultimate year of study and want toData Labels for dual column chart
I need to add both total price and quantity to the data labels but when I drag a second one in, it deletes the first label. How do you have to sets of data labels?custom attachment name / custom email subject
Hi, I need to sand out every day the same report and I need my recipients to be able to sort email and download and archive the attachments. Therefore I would like to add the timestamp to the email's subject and attachment name. How can I do it? Thank you GianlucaAnalytics Report for Books Comments and History
I want to be able to pull a report in analytics that can spit out portions of comments and history in different modules of Zoho Books. For example, when estimates, sales orders, or purchase orders are rejected, I would like to be able to pull a list andreports Zoho analytics
hello need a customised report showing sales order value and purchase order value , please look at the attachment and advice if that is possible with Zoho analytics or any other way , thanks.Conditional sum with average
Hello I have date, value, and category columns. I need to create a formula where I sum the values for every month for each category in the data set . I then need an average of all these months for the given year (or period), separated by category, whichCities appear in the wrong countries
Hi, I have a small problem/question. I'm making a graph to show the cities where parcels are shipped to, but the problem is that South Africa have a lot of names that also appear in other countries in the world and it selects them over South Africa. DoesAdding marker to timeline on graph
Hi, Is it currently possible to add a marker to a graph? eg tracking (y) over time and an anomalous spike occurs it would be great to be able to add a marker at this point and a note detailing a related event. Cheers, JamesHow to get tickets violated and non-violated stats?
I'm trying to build my own SLA Dashboard in Zoho Analytics, as per the SLA Dashboard in Zoho Desk. However, I'm not getting the same stats as the SLA Dashboard in Zoho Desk. I would like to know how the SLA Dashboard in Zoho Desk is calculated and howAny Way to embed report on website (wordpress) and show dynamic data to different users based on wordpress login email?
I know that when we share a report/dashboard, we can set filter parameters that take dynamic values, such as filtering the dashboard data based on zoho login id/email. Is there any way we can similarly embed a report on our website, but dynamically filterShow percentage of constant value threshold in bar chart?
Is there a way to show a bar, in a bar chart as the percentage of a constant value-threshold rather than just show a value of the bar itself? IE, if I have a sales goal of 1,500,000 per day, and the bar chart shows the total sales sum of each day - isHow to: Create Tabular report of non-matching column headers from header table and deals import
We have a vendor that we need to provide sales data to in a nightly report csv file. We need to produce a csv file of all Deals created for the day within certain criteria. As in: "Form Type = wexham" and "Deal Disposition = Approved" for the date ofFormula of Average
i have a column of permit_number and first_approval_date i need to show the bar report of average count of permit_number per month wise in that what can i do, for example if i need to add a new formula column for the average count of permit_number byDescription not showing in dashboard
I created a report that has a description and after adding the report to my dashboard, the description is not showing in the dashboard, but in view and edit mode. When I shared the report publicly, the description shows but not when the report is partAverage based on Distinct Values
I have a table that looks like this: JcId Days 214 4 214 4 210 0 When building a new chart, I want to find out the average days based on the distinct values of the JcId column. How can I achieve this as an aggregate formula? If I just drag the Days toIssue connecting to API on another site
Hello, I'm new to SQL and calling API's - it looks like Zoho Analytics can help me a lot. I'm wanting to import my data from https://convexvalue.com/l The SQL/API documentation can be found here - they have an example JSON query. https://convexvalue.com/docs/#/sqlNext Page
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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! 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
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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! ExtremeZoho 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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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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