Formula Column Assistance
Hi, I have a table with a date column consisting of 365 days. I want to add a column that converts our revenue goal per month to a daily goal and applies it to only the business days of the corresponding month. Thanks in advance!Forecasting with Analytics?
Hi I'm curious if anyone is using Analytics to do their financial forecasting, taking data from Zoho Invoices, CRM Deals, CRM Forecasts, and Zoho Subscriptions to provide an overall business forecast, or if this is even possible. We currently do a lotData Prep Suddenly Replacing Dates with Blanks in Tables upon Scheduled Import
This report is setup on a scheduled import I have not changed any settings, and the import has worked fine for weeks until today. All the date columns are being imported as blanks into the tables, but inside the data prep there is data. How do I fix?Do I have access to custom fields in SQL queries?
Hi all, Quick question hopefully: I have a custom field in Zoho Books: Credit Notes. The custom field is called "RMA". I'd like to create a simple SQL query that shows all credit notes that have "false" in that field. Query below: SELECT "Credit Notes"."CreditXL Lookup Function in Zoho Analytics
Hi I have a sales table and a fee structure table. The fee structure table sets out a monthly charge based on the volume of sales for a given customer. So, for example, I have: Fee Structure Table Customer Name Sales From Sales To Charge Customer 1 0Data Source fields with Zoho People
I am trying to change the fields which my Zoho People data source pulls in, however, it doesn’t allow me to change this. I can change fields for other Data Sources such as CRM and Desk. But the Data Source for Zoho People is fixed. I cant add or removeDesk FAQ Article views in Analytics
Hi, I am trying to report on the success of various FAQ (Knowledge Base) articles we have created in Zoho Desk. One of the metrics we wanted to track was the view count for each article. I can't see view count as a default option in the FAQ table in theHaving Trouble with usign Alias with one Table
Hello, Recently I have started having trouble using Alias with a table. Even when using the most basic of Alias, I still get an errorReport to Switch Columns and Rows
Hi, I am struggling to figure out how to put my data into a specific layout as I would like one row per question. So for example my data comes through per entry: Date Added Qu1 Qu2 Qu3 etc 14/01/23 3 5 7 15/01/23 1 2 4 16/01/23 4 5 7 etc I would likeIs it possible to make certain axis on charts ignore filters?
Greetings I was wondering if there was a way to make certain columns on axis ignore filter? i'm looking for something that is similar to the aggregate function "ignore filter" but it would be applied to column inserted on the chart, is there such a thing?Nested if
Hello, I'm trying to use a nested if as an agregate formula with an existing agregate formula, however I´m getting a message the specified formula is invalid if("SETTLEMENTS_ENC"."Testing" >= 600,1500,if("SETTLEMENTS_ENC"."Testing">=525,1000,500))SQL retrieving different data
case 1 - https://analytics.zoho.eu/workspace/143206000000002008/edit/143206000021753342 when I use text in the CASE statement, it retrieves only part of the data (being 90 the max. no. of lic.) case 2 - https://analytics.zoho.eu/workspace/143206000000002008/edit/143206000021753342New Features rolled out on Feb 21, 2023
Overview Effect for Charts To visualize reports with large data sets, Zoho Analytics has enhanced charts with new interactive options: the overview and scroll bar effects. These enable you to plot large data on a chart to get a clear picture of the peaks[Webinar] Humanizing insight delivery with modern BI & analytics platforms
Hi there! BI and analytics today extends beyond crunching numbers to deliver business insights, covering every aspect of a user's analytics experience. In that context, users are now looking for more consumerized experiences when interacting with dataCreating dashboard in zoho creator
Hi Folks, How to create a dashboard in zoho creator app using zoho analytics?Exporting Query Table into Regular Table
Hello, I am trying to export a Query Table into a regular table, when I utilize the Zoho Analytics Workspace Button when creating a table and select the query table, I get an error and no data is exported. It then shows up as exporting from a local fileBulk email delivery for dashboard with filter criteria
Is it possible to share the dashboard via weekly scheduled email to a long list of non-users, where each would receive a dashboard pdf version that is filtered by their email address, considered the dataset having a column that have these non-users' emailNew Features rolled out on April 26, 2016
Enhancements in Conditional Formatting Conditional Formatting in Pivots and Summary Views offers enhanced features like adding/formatting text and icons to highlight your condition in addition to the earlier formatting capabilities. Click to know more. Wrapping Column Headers in Pivots and Summary Views Zoho Reports now allows you wrap lengthy column headers in Pivots and Summary Views. You can use this feature by clicking the Settings button in the toolbar and selecting Wrap Text in Column Headers.[Blog] Driving Insights & Decision Making with Augmented Analytics
In today’s highly competitive market, the case for augmented analytics arises from the need to obtain business intelligence in real time. From an operational point of view, it enables automation of manual workflows that were highly tedious and error-prone.Scatter vs Bubble Visualisation (Text Labels)
Hi everyone Is there a way to add text labels to bubble plots? It seems there is a character limitation on bubble plots, but not so on scatter plots? I'm trying to create a bubble plot graph that uses the size function but still allows me add the textDuplicate dashboard OR dynamic datasource
Dear Zoho Team, I want to offer the same dashboard to different companies, and in my architechture each company data resides in a dedicated MySQL database. So I would like to be able to embed the same dashboard and pass as embedding parameter the proper databsource related to the db of the specific company. Is it doable? I think not. So I thought to a different solution: I duplicate the dashboard for each company. But surprise: I neither cannot fond a Duplicate/copy button for my dashboard! ThisCreating Custom Thresholds
I created a bar chart showing the number of leads created each month of 2022 to compare to the number of leads created so far each month of 2023. I would like to create a threshold that is weighted for each month. If we created 100 leads in January 2022Zoho Analytics - Sample Projects
Dear All, Where can I find some sample projects which I can use on Zoho Analytics for increasing my practical knowledge on the same. Thanks and regards,Report of the Week - Leads to Deals Conversion Cohort
The goal of any business is to sell more. For this to happen, you try to convert more valid leads into potential customers. Lead Conversion Cohort helps you identify how effective your company is at converting leads into customers. It also tells you howUpdating Table Using API Python Library
Hi there, I am attempting to add rows to an existing table using the analytics V2 BULK API and the associated python library. My python code is as follows: from __future__ import with_statement from AnalyticsClient import AnalyticsClient import sys importCannot Invert Axis for Rankings
Hi there I want to be able to create a ranking graph in Analytics/BI, with 1 at the top of the Y axis, but I am unable to invert the axis. Super simple example in Excel below. Higher rankings need to be higher up on the graph to give the correct visualZoho Analytics integration with new Google Analytics 4
Hi, We recently migrated our website to a new ecommerce platform and started using the new Google Analytics 4 service (the new ID is G-xxx instead of UA-xxx). When we tried to add the data source of Google Analytics, it is only displaying our old UA-xxxAllow for Layered Data in Geo Maps
Our organization is trying to display two layers of data as a map, with such layers as: A map of US states, with states we have a presence in colored according to the size of our presence (chart type "Map - Filled") A map of US states, with proportionallyLegend colour change after filtering
Hey I have recently started using zoho reports and I made a dashboard that uses user filters to change the values for all the charts within it (very cool by the way). My problem is that when I filter using the user filters the colours of the legends change. I really need some help with this since I need the colours to remain the same even after filtering. Is this possible and how can i implement this? Thanks in advanceSharing dashboard permissions filter criteria
Hi, I have a question on how to apply filter criteria while sharing dashboard with multiple pages and filters on those pages should be based on different tables and columns? For example, on the first page, the viewer should see and be able to select from[Product Update] Change in Teamwork Projects and Desk - Zoho Analytics Integration Authentication Method
Dear Customers, To simplify the authentication process, we have changed the authentication method of Teamwork Projects and Teamwork Desk - Zoho Analytics integration from API key to OAuth model. For all new integration setup, the new authentication modelDeal Activities Query
I found this Deal Activities query in analytic. Apparently, it ran a long time ago, but now does not find a table called "Activities." This would be a highly useful query table for me. Can it be revised to work with however CRM stores the underlying "activities"Aggregate function to get all days in certain month?
Greetings I need a way or an aggregate function that would return all days in a certain month to show them in my report, is there such a way/function? i tried searching through date functions but couldn't find what i'm looking for. ThanksNeed new API to get dependency details of all views in workspace
I want to request a new API to get source tables and query tables for all the views in a workspace. Feature Request Details: There needs to be an API which gives the following details for all views in the workspace in a single request: Dashboards WhatZoho analytics mobile export
Zoho analytics mobile app does not export user filtered data like the desktop. The mobile exports the entire table.Zoho projects analytics, how to show a report of documents and files attached to a task?
Greetings As the title states i'm trying to fetch info of files/documents attached to tasks in zoho projects and include them in reports where i show details about them. is such a thing possible? if not, is there another way (like using APIs) to achieveScale in radar graph
hi, We currently use the feature radar graph in Zoho report, even if this feature presents real limits. In this model of graph in Zoho report, it seems not possible to see the scale on the axes of the graph. Is it possible to improve this kind of graph please ?Analytics reports- Format of time duration in RESOLUTION TIME IN BUSINESS HOURS not in total hours
We are in the pocess of compiling reports and the format of the time duration is not formated in total hours. There are entries that are formated: 1mon 2w 4d ... 1y 2mon ... 2w 2d ... 5d 4h ... We need the report to pull these values in total number ofTemplates in Analytics
Hi, I have set up a Query Table in Analytics which shows exactly the data I need from an API based import. According to the KB, I can export that template and import into another Workspace, but how can I use it in the SAMER Workspace but for a differentWhy am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?
I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? ThanksNext 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
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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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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