Join tables using date column
Hi, I understand lookups using the date column is not currently supported. The reason for my request is to join a Transaction fact table to a Time dimension table using the date column. The work around I can think of would be to use a Time Key which is an integer made up of the date (e.g. 13 December 2012 would be 20121213) and ensure that the dates in the Transaction fact have the Time Key value rather than the actual date value. However, this is additional work which could be overcome by providingConverting Lead per Type
Hello, We have an issue in Zoho analytics. it looks like the data is not imported correctly When we convert a lead => Account we then Edit the new created Account to update a custom field "Account Type" to 1 of 3 options: - active - non active -prospectHow to see Zoho Project Task List Table in Analytics
I have connected Z Project to Z Anlytics, but am not able to view the task list table"maximum of 3 levels of Query over Query tables only allowed" when saving 3rd level query
I am getting the mentioned error when trying to save a Query Table that's 3 levels deep. My setup: Table A is an actual table, created importing CSV data Table B is created with: select extract( YEAR_MONTH FROM "date") AS "ym",site_id, count(1) as t from page_views group by extract( YEAR_MONTH FROM "date"), site_id Table C (the one that breaks when saving) is: select * from "Table C" where t >= 3Actually the only reason I have Table B is because I can't use the "t" column in the WHERE clause.[Product Update] Discontinuing some fields support in Xero - Zoho Analytics integration
Dear Customers, An update in the Xero - Zoho Analytics integration. The following fields will be discontinued from 31-January 2023 due to some technical limitations in Xero and Zoho Analytics. 1. 'Quantity On Hand' field in the Items module. 2. FieldModules Missing
I am not sure if I maybe deleted the "starter" modules when I first activated ZOHO CRM thinking I would not need them, or if they are hidden, or what. But the Sales Order Module, and the Products Module seem to be missing from my Account. Is there a wayQuery to bring back last business day
Hi all, Wondering if anyone has written one, or can point me in the right direction, or an Analytics query to return rows of the last business day? I currently have the following (which may be wrong..) SELECT "Time Entry (Zoho Desk)"."Request" AS 'TicketQuery table - filter 'All Store sales' table to view 'Store 2 sales' table
Hi, I have a query table that is built from the 'union' of 5 other tables. Store 1 sales Store 2 sales Store 3 sales Store 4 sales Store 5 sales Each of these tables is the sales data from a store, made into a 'big' table that has all of the data. HowPurchase Order Items - Zoho Analytics Report
Hi, I am building a query table in Zoho nalytics to show my Purchase Order Items, I am trying to get some information from the Items (Zoho Finance) table by joining Purchase Order Items (Zoho Finance) and Items (Zoho Finance) on Item ID. But my fieldsWorkaround to mixing aggregate and non-aggregate formulae
I made an aggregate formula that works but then realised I need to take out VAT from personal contracts. The code for the formula that works is as follows:- sum_if("Vehicle Orders"."Status" = 'Delivery Arranged & Confirmed With Customer' OR "Vehicle Orders"."Status"Full Join between 2 or more tables
Hi, I am trying to join (say) 5 tables that each have the SAME columns but DIFFERENT data, and I want it all in a single table. There is NO overlap in data- each row is the details about a single computer in my fleet. What's the best way to join theseForecasts Analytics
Hello, I don't see the possibility to have Forecasts included in Analytics. In attachment I have an overview of our Closed Deals (we called it Hits in our company) but how is it possible to have it in comparison with a target column ? Would be usefulAdd a column with current date in each scheduled import
Hi Team, We have an excel file in a FTP that is updated every hour (overwritten) from another source. We would like to import this file into a table of our Zoho Analytics account once a month, and keep the historic data of each month (without overwrittingSplit Axis Combo Chart
Hello, I am trying to split the axis between a number and a percentage. Is there a way to to this? Arron Robles Blue Pumpkin Hosting | Solutions Made Simple http://bluepumpkinhosting.com[Product Update] Discontinuing the support of 'Google Click Id' field in the Visitors table in Zoho SalesIQ - Zoho Analytics Integration
Dear Customers, As a part of update in Zoho SalesIQ, we are planning to discontinue the support of 'Google Click Id' field in the Visitors table from 31-March-2023 in Zoho Analytics integration. Post that, the data synchronization will not happen in the[Upcoming Webinar] 7 BI trends to watch in 2023
Hi there! In today's digital age, data is everywhere—and more and more businesses are looking for ways to leverage it. BI and data analytics have emerged as essential components for businesses to analyze this data and up their game in today's market conditions.Uploading File with less lines than allowed....but an error occurs...
I am a basic subscription user. I am trying to upload a file with just under 84,000 rows. Well under the .5 million limit. I am getting an error that says I am over the .5 million limit. Any help as to why that would be happening would be appreciated.Zoho analytics delete api
Hi, I am trying delete few records based on criteria, I was able to generate & refresh token however I am unable to delete records from the tables, receiving config params error. Thanks, MadhuriKPI Widget use Pivot View's data column?
I couldn't get the column data from Pivot View for KPI Widget Value 1. Is it possible to do that? I created the query for % of Billable hours but it doesn't work well with Widget.Dashboard user filters are causing bug in dashboard widgets
Greetings i'm trying out the "Tasks Dashboard" from the zoho projects analytics integration, at the top of the board we have widgets that show overall tasks' statistics, the dashboard also includes user-filters, one of which is the user name filter toHow to show data against a reference in my reports
Greetings I need a way to show data in my reports measured against a reference, for example i have a table of meetings where i need to report employees' attendance on each meeting, the problem is that analytics report shows only the meetings that theDashboards not exporting correctly
When exporting a dashboard, the widgets do not export correctly. The sizing of the font is not correct, and the spacing. Is anyone else having this issue?Problem with date imports
I have reports scheduled to import into Zoho from Access. I am continuing to have issues with the dates getting imported incorrectly because it appears upon import Zoho is changing the date format. Date format should be mm/dd/yyyy based on my accountParent - Child Records With Aggregate Formula on Children
Hello, I am having an issue with formulas and showing correct data at the Parent Level. In a simple form, we currently have four tables in a structure whereas we have: Parent Record - one to many - Children Records Child Record - one to many - DetailError: View is not present in the workspace
When saving a dashboard, user receives a popup with the following error. "View is not present in the workspace" What does this mean or refer to? There is no further insight given.Zoho Pivot - Column Formatting Problem
I have data that looks something like the table below. If I format it with decimal places, figures like 104,292 turn to 104,292.00, and I don't want that as readability suffers. I don't want to remove the decimals either because they're important forTarget meter on dashboard - different users, different targets
I've created a dashboard that all of my users share but their targets are individual. I can set them individually if they all see the entire list of users but with ~40 people this isn't practical. I want them to be able to see their target on the gaugeSQL Help - AR Aging by Invoice Due Date
I'm trying to recreate the AR Aging by Invoice Due Date report found in Zoho Books. I'm guessing I'll have to use SQL. I've create a SQL statement that will give me the correct aging buckets and it works well but it doesn't work for historical information.Query Table Formula Question
Hello, I am having an issue with my attempt to create a formula column in my query table. I'm combining two tables and would like the sum of the X&Y column to appear in Column Z. I'm finding that if either column X or Y is blank column Z will be emptyHow to Show a Month Over Month Number in a Report
Hello! I am building a very specific report that requires me to show a calculated monthly number over the course of a contract term. Example: Contract term is 36 months @ $100 p/month. I need to show, on the report, that $100 each month until the endGetting Analytics on documents that was worked on by certain employee
Greetings I'm looking for a way to analyze employees' activity on documents in my zoho org..i'm thinking of having an integration between zoho workdrive and analytics where i can create reports that show on which documents an employee had worked and maybeSD Analytics Plus - Tickets Created Outside of Business Hours
Is there an easy way to group Requests by whether or not they were Created inside of business hours? Maybe a Boolean that would just be Y or N if the ticket was opened inside of Business hours... Thank you, GregHow to connect Freshchat's raw data into Zoho Analytics workspace?
Hi guys, So my goal is to connect Freshchat's raw data regarding customer support to my Zoho Analytics workspace so I can perform analysis, and build reports and dashboards. Is this possible? If so, how? Thank you very much.Daily summary of Zoho CRM sales orders
We need to chart sales orders over time with a daily summary of the value not invoiced on sales orders. It's easy to capture the current total, is there any way to capture the historic sales order data? We're looking for something along the lines of:Desk Comment Module not available in Analytics
Need to guide, does any know how i can sync the comment module from Desk to Analytics. Thanks RudyCan we make a graph dip (change direction) using the underlying data or any settings
I have a dashboard for a headcount. As you can see there are 2 lines lines. One is the total running count of people still working for me and the other one indicates people who have left. Is there a way we can combine the 2 lines and depending on theLine Chart - Do not draw lines between zero values?
Is it possible to skip drawing the lines between two data points (represented by dates) when the value is 'zero' between those dates? I also do not want 'zero' to be plotted (do not use "Show Missing Values"). Example of how I want the line chart to skipUnable to get 'Scores' from Leads Scoring rules in Analytics
Hello there. I want to build dashboards on Analytics considering Scores from Leads Scoring Rules I created on ZOHO CRM. How do i get the Scores from each Lead in a field to export to Analytics?export analytic report
Can i export reports from zoho analytics directly to Google Sheets?📢 : Rewind with us – Zoho Analytics in 2022🗓️
As we wrap up 2022 and step into 2023, we at Zoho Analytics are grateful for all the customers who journeyed with us this year. While we look forward to continuously evolving and enriching your analytics experience, here's a glimpse back at some of ourNext 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 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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