Map-Pie chart / Slice Sizes all equal
Hello I am using the Map-Pie chart with a custom image. The image is below, and is a blueprint of my manufacturing floor for my machine shop. Each Box represents a different machine. Inside each box I have mapped out pie's charting the hours worked byIntegrating Page Speed into Reports
Does anyone know how to integrate Page Speed Insights into Zoho Analytics reports?Is there any table or field to find out which projects are associated with a recurring invoice in Zoho Finance?
Is there any table or field to find out which projects are associated with a recurring invoice in Zoho Finance?how to get median to work?
i can't seem to get the median custom formula to do anything. when i add it as an aggregate function, i get an error saying: "Sorry, cannot create a Aggregate Formula. You need to have an Aggregate function used in the formula. For other types of formula, use "Custom Formula" option." which is odd because median certainly feels like a function that would only apply in aggregate. when i create it as a custom formula field, it never gets any value.Tip of the Week - Improve Data Comprehension using Expand and Collapse option in pivot table
A pivot table is the best choice when you need to sort and summarize large amounts of data for analysis. A pivot table may have many levels of information grouped into categories and sub categories. This can make the pivot table look complex, and difficultMatching dates of 2 columns (fields)
Hello, I want to make a table with the number of visit reports created per person (counted number of visit reports created in a custom module in CRM) and a second column with the target visits (this is filled in a field on a report on each month createdZOHO URL criteria on two tables
I'm trying to publish a dashboard for several companies by scheduling an email and giving them a URL for the dashboard per company. I have one dashboard with a user filter by company drop down on the whole dashboard. The dashboard consists of reportsDashboard Filters Disappeared! -- Resolved
I have Dashboards embedded in several websites via the Embed API. Just today, the filter boxes are no longer showing up. I contact ZoHo support with no answers as of yet. Anyone else?Add Vertical Threshold
I would lik to suggest adding a vertical threshold so that a line can be drawn vertically and not just horizontally. This would be great to denote a certain event it time when time is the X axis. Can you please add this to the feature list? Makes the charts much more descriptive.Quick response appreciated - Vertical line on line graph
Hi, I need to present a line graph showing historical and future data points. What I'd like to do is add a vertical line to denote the current date - to clearly show what is past and what is future. How can I achieve this please? Thank you MarcTrying to partition data from Zoho Desk into Analytics when a Contact is associated with multiple accounts
I have an interesting use case wherein a contact is associated with multiple accounts in Desk. I created Desk tickets for each account associated with that contact. I then went to Zoho Analytics to look at dashboards. I added an account filter but allRegarding Top 10 customers sales Manager wise
Hello, How to show top 10 customers Manager wise . I have row wise data customer and manager wise. But whenever i try to filter by top 10 rows , it shows only top 10 customers instead of Manager wise. I want to show data as below if suppose we have Manager A and Manager B : Manager Name- Customer Name -Row Total ----------------------------------------------------------------- Manager A -> customer 1 - > 10 Manager A -> customer 2 -> 30 . . . Manager A -> customer 10 -> 100 -------------------------------------------------Fetch Record From Second Table in Aggregate Function
Hi, I need an Aggregate Function that counts the number of records in the Calls table that: 1 - Are associated to a Deal; AND 2 - The Deal associated to that Call is in a stage called "6 - Proposal Presented to Client". I am using the following function,Solution of the Week: Top N within categories
Consider the sales data spread across days, regions, product categories, products, customers. And you want to know the Top 10 products in each year. If you try to do a simple Top 'N' filter, it will club everything up and show the 10 rows with the mostWhat's wrong with this formula column?
Was wondering if someone could possible look over this and tell me what is wrong with it. Please note that my aim is to have the bonus item, followed by its quantity in brackets, each on a new line, but only if there is a bonus item on that level, sort see what i mean? if("Bonus Item 5"='',if("Bonus Item 4"='',if("Bonus Item 3"='',if("Bonus Item 2"='',concat("Bonus Item 1 (Home-bred animal)",' (',"Bonus Item 1 Quantity",')')),concat("Bonus Item 1 (Home-bred animal)",' (',"Bonus Item 1 Quantity",')',CHAR(10),"BonusContinuous Failed Import
I have an import that continues to fail. It used to have a data prep step, but I deleted the data prep. Since I deleted the data prep (because it was failing), now the whole report continuously fails to import. I REALLY don't want to have to delete theReports Deleted
Hi Team, I login this morning and saw my Leads Dahsboard showing "View Deleted" on each report. I logged in and checked, Except three reports, each report under "Leads" folder of "Experitest CRM Reports" is deleted. I have like around 15 reports in there. Can you please quickly check what just happened and how can I recover those ? Thanks, HasanTip of the Week - How Zoho Analytics' variables can be a constant handy Filter?
Want to share only selected/partial data from your chart to a particular group/users? For e.g., say you want to share a chart containing complete details of the company to the employees with access only to their department data, or say you want to share[Upcoming Webinar] 5 common data & analytics pitfalls businesses should avoid
Hi there! A study by Forbes revealed that 87% of organizations believe that data is their most underutilized asset. In order to bring down that percentage, BI vendors, analytics users, and other stakeholders are exploring many ways to enable businessesTip of the week: Forecasting options and examples
Zoho Analytics offers a lot of forecasting functions. You can read a detailed help document explaining the forecasting features in Zoho Analytics. In addition to it, we have made a slide show that shows how the different options available when appliedNeed help on reports (Actuals vs Plan)
Hey guys, I need some assistance on a problem im facing. Currently we have our actual numbers for our billable hours and revenue that we generate. We wanna compare this to our planned revenue and billable hours accross 2023. We have added a new datasetSchedule a report at the end of the month
Hi I would like to schedule a report to be sent at the end of each month. If I set this to be sent on the 31st of each month what would happen for months that only have 30 days? Would this send on day 30 instead? DanTip of the Week: Nested If Function
Zoho Analytics allows you to define your own powerful formulas to meet your specific reporting requirements. Among the various other in-built formulas available in Zoho Analytics, this segment is about the Nested If function. The Nested If function returns different values for different conditions. They are used to test multiple criteria and take action based on the test results. For example, you can use the Nested If function to categorize: The customer ratings as detractors, passives, and promotersMultiple IF calculation
I'm trying to write an if statement that is fairly complex. In Excel, the formula looks like this: +IF(E2<0.2,(F2*0.05)*0.7,IF(E2<0.4,(F2*0.15)*0.7,IF(E2>0.39,(F2*0.2)*0.7))) Using the value of a specific cell (depending upon if it is lower, between or above a certain value) I am applying one of 3 mathematical operations to a different cell for the result. When trying to "map" this style over to the "IF" statements in Analytics, I am receiving errors. Here is an example of the data I'm tryingWon / Lost Amount not showing
Hi there, No figures show up for won amount / lost amount even though there is data in the won / lost swimlanes in the CRM. We have an auto sync every 3 hours. Regards, SarahUsing "NOT IN" in WHERE clause
I'm trying to exclude records from a query by using a "NOT IN" clause, but it's not giving me what I want. I even tried "NOT LIKE" I need to exclude the string 'Dev or internal testing' from a column with a mixture of blank cells, but when I run the queryChange Report/Dashboard Owner in Zoho Analytics
Need a way to change the ownership of a single report and a dashboard from one user to another.Unable to view any reports, tables or dashboards
Hi everyone, I'm getting this error: Sorry, refresh operation of the underlying query table was aborted, as processing time exceeded the allowed time limit. Please try after some time. Contact support, if the issue persists It looks like it is happeningIF LIKE '%%' FORMULA COLUMN
I'm trying to create a formula column to search for a piece of text in a field using an IF statement, and return a value. Normally in SQL I would do something like IF("column" like '%abc%', 1, 0) but that doesn't seem to work. From what I can tell it'sRepresenting Report as Widget %
Hiya, I have the below report which calculates engagement with user satisfaction surveys. I want to aggregate the 'good and bad' into 1 value, and compare this with the 'offered' value as a percentage. Is there an easy way to do this? Ideally want toLooking for a way to create custom date filter
Hello! I'm looking to create a custom date filter for some entries. I have a lot of transactions for multiple loans and I'm looking to create a custom date filter for the following case: Let's say that we start to receive our monthly amounts back. AtNew Google Sheets
I have a Old Google Sheets file that I have migrated to the the New Google Sheets. When I try to import the new sheets file it will not import it. A box pops up asking to "Please authenticate with your Goggle account". I have had no luck getting past this and it does not happen when I import from an old sheet. Thank You,Chart from Zoho Survey
Hi Zoho Team I have integrated Zoho Survey with Zoho Analytics, some of the surveys have scoring enabled I need to get that information from Zoho Analytics, I have checked individual responses an I found the information how ever I need to create a chart and some KPI's eventually Regards,How to get Stage history in zoho report
I am trying to create a report in zoho advance analytical that fetches all the potentials which had a change in Stage during the past year but we can’t find any formula to get potentials whose Stage were changed past Year. Could you please help me to find formula available in the Reports section in Zoho CRM?Error en los filtros
Saludos. Al intentar ingresar en los filtro de los gráficos que he realizado, y con los que he trabajado sin problemas hasta el presente, me aparece de manera intempestiva el siguiente mensaje: "El parámetro COLPARENTVIEWID no es apropiado (no se ha enviado o es menor que el recuento necesario)" Impidiendome continuar trabajando en los referidos graficos. Agradeceria su apoyo para solucionar la presente situación. Gracias.Countif contains a certain text string
I'm trying to create an aggregate formula that counts all the rows in a column if it contains a certain text string. I can easily create the formula if it equals a certain test string, see below. countif("Table"."Column"='xyz') The formula above will count the row if the cell only contains "xyz". it will not count the row if the cell contains "xyz pdq". How do I change the formula to count the rows in a column if it a cell contains a "xyz" along with any other string?New Features rolled out on Apr 28, 2023
New Business Application Connectors We are excited to announce the availability of two new business application connectors. Google Analytics 4 (GA4) Advanced Reporting Zoho Analytics empowers your Google Analytics 4 (GA4) data with sophisticated reportingNot able to edit a schedule in Analytics
Hello, I am trying to edit a schedule report in Zoho Analytics, but for some reason when I click on the Send button or when I try to Send, or edit the schedule, nothing is working. We've tried the org emails and the even sending with Zoho notificationZoHo Reports / ZoHo CRM Realtime Data
ZoHo CRM is always being updated with data required by a remote sales team, this data is real-time in ZoHo CRM. Whilst the dashboards in ZoHo CRM meet basic requirements, ZoHo Reports add that additional layer of information representation. It baffles me why ZoHo Reports doesn't have real-time integration with ZoHo CRM. This would be a huge advantage for our business and I'm sure others. I'm forever being asked by our sales team, "why is the data out of date?" in this dashboard. Is realtime reportingHow can I use the Reports to show Products attached to Accounts & Potentials in the CRM?
I'd like to be able to report on the Accounts and Potentials in our system and show what Products are attached to each. When the 'Products' sync to the Reports module, it is just a table of the products entered, non-relational. The Accounts and Potentials tables also have no relational field to Products.Next 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
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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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