Unable to filter by pipeline in Zoho Analytics
Hi there, I want to create a report that shows the expected revenue per pipeline but there is no option to do it in Analytics.Extracting to file removes filters
Everytime i want to extract data board which i have filtered to send someone. The pdf automatically removes all filters. Please helpGrid lines for widget reshaping and placement
hi can you give grid lines in backround of in dashboard when we input widget line speedometer its size remains same for all speedometer grid line will help to keep all widgets in same size.Comparator in Analytics
I would like to create a Comparator in Zoho Analytics, similar to that in Zoho CRM (see the attached screenshot). Any idea how I can go about doing that?Role Management
I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-basedFill Null Values in Query with previous dates value
I am trying to combine two tables so I can create a burndown report for marketing budget One Table is "Marketing Burn Down Budget - Daily 2023" which is just a table that contains each day of the year, and starts at $500k then drops incrementally eachHaving Relative Date filter and Date Range filter in a dashboard
Is it possible to have both a Relative Date filter and Date Range filter in a dashboard? I have a Dashboard and by default all of my charts show yesterday's data, based on the default value of the Relative Date filter at the top of the page. I want toDisplay value of latest date in chart
Hello I am making a chart that sums dated numeral values. like so the X axis is a string corresponding to tax year and not a full date. however each record is dated by a date field. each record also contains a Stock Value numeral field. I want to display[Action Required] Requesting LinkedIn Ads integration users to re-authenticate your LinkedIn account in Zoho Analytics
Dear LinkedIn Ads integration users, This is an important update from Zoho Analytics. Due to some recent changes in the authentication process and policy in LinkedIn Ads - Zoho Analytics integration, we request users to re-authenticate their existing[Upcoming Webinar] 5 HR strategies for managing dynamic career trends with analytics
Hi there! As we move further into 2023, we can look back on the roller coaster that was the past few years, where businesses saw the peak of success as well as crushing lows. As a result of massive global events, businesses are witnessing an ever-evolvingAdded a field in CRM, and not showing up in my database
Hello, I recently added an equation field to the Potential module of our CRM that I need for reporting. Unfortunately it does not show that column in the database. How do I get an added field to show up so that I can bring it into Reports? I don't see that option. Thanks. ***After some searching, found the answer. 5. Can I add custom columns or new fields? Yes, you can add custom columns or new fields. Follow the steps given below to synchronize your custom columns into the Advanced Analytics Add-onCannot locate specific field in Zoho CRM data table inside Zoho Analytics
On Zoho CRM there is a field called "Validated date" (see screenshot) when viewing a customer's account details, and I cannot seem to locate that field / column in Zoho Analytics when trying to build my report. Any idea where I can find this field orCustomer spotlight: Norman Australia saves substantial time and money using Zoho Analytics
Norman manages sales and marketing in Australia, and has about 500 retailers around the country. The company uses multiple apps like CRM, financing software (Xero), Aircall, and an in-house company app. Their main objective is to categorize sales dataCombination Line and Bar Chart?
This very basic report option still isn't available. A year ago, this was "one of the most requested feature by our customer." Will we ever see this new reporting option? https://help.zoho.com/portal/en/community/topic/additional-graph-optionsWill I lose any queries, reports, etc if I re-authenticate in Zoho Analytics
I have a sync failure between Zoho People and Zoho Analytics. If I try to "Re-Authenticate" will I lose or corrupt any queries/reports that reference Zoho People?ZOHO CRM Campaigns Module > Reports
Is it possible to get Zoho CRM campaigns data into reports the same way that other CRM data is imported? We'd like to do some analysis on our campaigns activity and it would be much easier to do it in reports. thanks GuyHow to compare data from 2 different modules that are child to a parent module?
I am trying to create a report using data from 3 modules: Account (parent module) and sales orders (child module) and distributor tracings (child module). I want to create a bar chart that shows by account owner (x-axis) how many items they have soldHelp with Multiple IF Statements with IFNULL and age_months functions included
This is not working, and I need help fixing it, please. if("Commission Type"='MRC',age_months(ifnull("MRC End Date",now()),"Closing Date"*-1,if("Commission Type"='Both',age_months(ifnull("MRC End Date",now()),"Closing Date","")))) Basically, if "CommissionCall Result from Calls Module
The " Call Result " from the calls module does not show up under the tables, everything else does, is there a way to recitfy this?Contacts (Zoho CRM) table not showing up in Lookup menu from Accounts (Zoho CRM) Table
I am trying to create a lookup column using the Zoho CRM tables. In our CRM we have added a field to the Accounts module that is a Contact lookup field. That data is imported into the analytics table via the ID of the contact that was selected for theCannot Reorder Columns in Pivot View
Hi, I've created a Pivot View with a few columns, including formula columns that reference each other. Now I need to change the order of the columns (that is, I need to rearrange their order so that the first column on the left becomes the third columnNumber of Days calculation between two dates
Hi, In Zoho analytics I want to make a custom function to calculate the number of days between the current day (today's date) and the created time date of a lead. Purpose is to track leads that haven't been converted in a long time in a pivot table. WhatReplicate Zoho Books Customer Balance report into Analytics
Hello Zoho Team, I am trying to replicate Zoho Books' "Customer Balance" report into analytics using Query Tables. I have written queries to achieve the expected result but have not been able to replicate it fully. 3 queries I wrote contain: 1. QuerySales plan vs realisation
Hi! I have 2 tables, one with sales plan per person per product per month and second one with realisation of sales. To keep it simple: Sales plan Month Seller ID Item ID Target Value Sales realisation Date Seller ID Item ID Target Value Is there any wayIncorrect Grand Summary
In the above picture I have a table of lead conversions sorted by lead source. The 'Total Cost of Leads' and 'Profit' columns are report formula columns. The data in the column is correct but the grand summary at the bottom is applying the formula toAssign Color/Category to Data & Get Cumulative Count
Hello! I have a graph that shows a Lead Source, and I'd like to be able to color code these to show whether we consider the Lead "Warm" or "Cold". Is there a way to say "If Lead Source = X Y Z, show as blue" and "If Lead Source = X Y Z, show as orange",Percentage of working days
Hi Guys, I am trying to create a query that calculates the percentage of working days. So for instance in feb 2023 there are 20 working days (Monday to Friday) given the current date is 23 feb we have already had 17 working days including today. WhatGA4 to Zoho Analytics
Hello Zoho Team, I'm trying to connect to GA4 (Google Analytics), but I'm seeing that Analytics in the data import list is Universal Analytics after connecting (UA). Could you please tell me how can I connect to GA4? Thank you in advance for your support.The Marine Lighting Market Detailed Analysis Of Current Industry Trends, Growth Forecast To 2026
Summary: According to the new market research report “Marine Lighting Market” is published by Whipsmartmi.com Keywords: marine lighting market, marine lighting industry, marine lighting report, marine industry, marine applications market, CompartmentImport from Zoho Books to Zoho Analytics
Hello, I am with an issue here. When I import Expenses module in Zoho books to Zoho Analytics, the problem here is that the transaction date does not show at the Zoho Analytics for this Item, how can I add this column at the importation process?Determining similarity of two strings
I am trying to compare two data sets to find addresses that do NOT match, but ignore small things like punctuation and capitalization. For example, if one address is 200 W. 200 N. in one data set and 200 West 200 North in the other, that's fine. I justCustomer Spotlight💡: Zoho Analytics empowered 'Renu Energy Solutions' with AI driven analytics & real-time insights
Based in Charlotte, NC since 2010, Renu Energy Solutions provides high-quality solar power, energy storage and electric vehicle charger installations for Residential and Commercial properties, as well as full maintenance services. As part of its digitalCustom Zoho CRM Fields Not Appearing in Zoho Reports
Hello, I added four custom fields to the Events module in Zoho CRM, which are important to us: When I went to Zoho Reports to build a report using this module, these fields are not available for me to select, as can be seen from this grouping of screen shots from the "Show/Hide/Reorder Columns" pop-up: I have created custom fields before and these always show up in Zoho Reporting. Please advise if there is a way to resolve this issue. Thank you, John GalichI am unable to understand IFNULL formula
Hiii I am trying to used IFNULL formula in zoho reports Please make a formula for calculation of sales amount Greater than 100 less than 200 condition in IFNULL Formula I have Attach my screen short for Your reference Waiting for positive ResponseCannot Share Dashboard to Viewer Roles
Hi, We have all Zoho Analytics users set up with the "Viewer" role/profile. I'm trying to share a dashboard view to only certain users (not all), but those users don't show up in the contacts list within the share form (please see the screenshot below).'Undefined' instead of a number in a chart
Hello, I have a table in one workspace (Workspace 1), which I imported in a second workspace (Workspace 2). I have created a chart from this table, however in Workspace 2, instead of numbers in the tooltip, it just shows 'undefined'. There are also noAdd imported data from Zoho Analytics to report on Zoho Creator
Hello, I'm trying to find a workaround to give users the ability to search inside subforms in Zoho Creator app. As suggested from Zoho support team, I'm trying to use Analytics to create custom reports. I did the following: I connected Zoho Creator withDashboard sharing filter
Hello, In Analytics I created a dashboard to see KPI's per salesperson. In that dashboard we have different reports created on visits (coming from Creator => "visit report owner"), Deals (coming from CRM => "Deal owner"). Currently I created this dashboardAnalytics Permalink Data Update Takes 20-30 Minutes On Small Record Set
Hi, I'm attempting to use Analytics Permalinks / Embed urls to deliver some charts and dashboards to a page on our site. My issue is the time it takes for the embeded dashboards to update once the underlying data is changed (either via API, import ofFill missing Values in data tables in order to show blank values on report
Greetings I'm working on a report to show employee attendance on meetings (based on time logs from zoho projects), when the employee hasn't attended a meeting (no timelog on task) there should be a blank left on the report on that task's point, but that'sNext Page
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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 theCRM Related list table in Zoho analytics
In Zoho Analytics, where can I view the tables created from zoho crm related lists? For example, in my Zoho CRM setup, I have added the Product module as a related list in the Lead module, and also the Lead module as a related list in the Product module.Is 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?
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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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