New Features rolled out on Dec 23, 2022
Advanced Analytics for Freshdesk We're happy to release the Advanced Analytics connector for Freshdesk. This helps you monitor and improve your help desk productivity. It enables you to gain a complete view about the ticket trends and keep track of keyDiscontinuing 'Customer Saved Search' module support in Shopify - Zoho Analytics integration
Dear Customers, As per the recent changes in Shopify APIs, 'Customer Saved Search' module will be discontinued in Zoho Analytics integration from 22-Dec-2022. The relevant table and old data would remain in the Zoho Analytics workspace along with theProjects & Analytics - Recreating Planned and Forecast Costs
The dashboards in Projects are useful to an extent, however I have been tasked to build reports and dashboards in Zoho Analytics that more meet specific needs. I am trying to create a pivot to show : Project Name - Status - Budget Cost - Forecast CostContinuous failed Sync of a Data Source
I have had a Data Source set up in my Zoho Analytics workspace for a long time, but recently it has been failing every scheduled time. I don't remember exactly when it started, but I think it was about a month ago. The details of the failed Sync are alwaysZoho Analytics | Quarterly Newsletter | Q4 2022
Hello Everyone! Check out the Zoho Analytics - Q4 Quarterly Newsletter! Do let us know your thoughts and feedback. Best, Team Zoho Analytics November 2022 Zoho Analytics Newsletter Our top stories Zoho Analytics rated an overall leader for BI by DresnerMax number of records in database
Hi, what are the max number of rows and columns that can be imported?Customer Spotlight💡: Zoho Analytics saves 60% labor hours for Wingman Media
Wingman Media chooses Zoho Analytics for their Unified Business Analysis! "Zoho Analytics created a tremendous amount of value for the agency and takes our relationship with clients to the next level. The preparedness to integrate the data, build alluring[Upcoming Webinar] 2022 rundown: 40 key features in 40 minutes
Hi there! 2022 witnessed an exponential growth in BI and data analytics, as more and more businesses reaped the benefits of adopting analytics in their workflows. At Zoho Analytics, we added lots of exciting new features and updates this year to helpNew Columns in Zoho Crm does not appear on Zoho Report
Hello, I have created a column "data entrega obra" inside "Potentials" table (zoho crm), however when I tried to see this new column on zoho reports, it does not appears. what can i do?Grand Summary Error - Pivot Table
Hi Zoho, We've noticed an issue with the a pivot table we are using; one column ('Total Work Hours') is adding up the Top Ten highest values correctly to show the Grand Summary, however the 'Tickets' column's Grand Summary is adding up all available Tickets, not just the Top Ten (which should equal 14155, not 21483). How can we get the Grand Summary to show a total of just those tickets in the Top Ten? Please see attachment. I have redacted the Technicians' names for privacy.Can I edit the view of the underlying data in widgets?
When I press the widget I can see the underlying data behind it. I would like to see only specific columns and not all of them. Does someone know how to do it?Filter Widget on user
Hello, I shared a dashboard with users so that they only see their own data in that dashboard by: "New visit report"."Visit report owner" = ${system.login.fullname}. This data comes from our application "Visit Reports". But the 3rd widget in the dashboardHow to include task comments in data
Hi, i'm trying to create a report in Analytics for tasks from Zoho Project. I need the report to show the status of certain tasks which is easy, but also want it to show the latest comments added to the task. Is there a way to do this? Thanks RobHow to Report by Teams instead of Agents
Hello we are assigning tickets to teams with individual agents making up each team. I do not see the ability to report on the teams field in Zoho Analytics, I only see the Agent field in the tickets data table.Zoho CRM Comparator Report equivalent in Zoho Analytics
We are trying to migrate CRM Dashboard to Zoho Analytics, but unable to do so because of the Comparator reports supported in Zoho CRM which is not available in Zoho Analytics within single Chart. I have attached a sample from Opportunities module whereReport of Week - Customer Preferred Brands over Finance Data
People tend to choose a few brands over the other. The popularity of the brand or the quality attached to it makes consumers gravitate toward the brand names. Understanding the customers' purchase behavior and measuring their brand preference is vitalAlternative approach to correlated sub queries
We are using Zoho Analytics with data from Xero, we wish to show the bank account balances per day, charted over 30 days. To do this we need the sum of all account transactions to date grouped by account and day. How can I achieve this? I would normallyReporting on Multi Picklists from CRM
Hi, I have a multi picklist within the accounts module, for this example called "Previous_Attendance" which has fields such as MAN22,LON22,BIR22,DUB22,MAN21 - when I put this into analytics it reports them as I've jsut written, I want to be able to reportHow to get module remarks in zoho Analytics?
Hello I need help. I want to analyze module remarks in analytics. But I can't identify the remarks data table in the import settings in analytics. I thank you in advance. CAMARABLANK values from no transaction data
Hi all, Having an issue with what should be a seemingly easy report, but keep coming up against roadblocks. Hoping someone has troubleshooted this. Goal is to have an easy, quick glance report for Buyers/Sales of a full list of inventory: "Item", "ItemCan I amortise revenue / cost by month in Query Table
Hello, I conduct revenue and cost comparison usually in excel. I would like to know if I can achieve the following transformation within zoho analytics query table: From this table: ++++++++++++++++++++++++++++++++ Item MRR Start Month8542 Error code in Zoho analytics API
In a single firebase cloud function, I want to fetch data from two different tables, but when I hit zoho analytics API using Zoho analytic's Nodejs client library, I get error as, { "errorCode": 8542, "errorMessage": "Unknown JSON attribute(s) found inGet Baseline Data Zoho Analytics
HOW I CAN GET THE Baseline Data of project in Zoho Analytics.. currently. Baseline Data missing from Zoho Analytics milestone table.New Features rolled out on November 22, 2022
Support for Zoho Cliq To enable easy collaboration among the members of the organization, we have now integrated Zoho Cliq messaging service in Zoho Analytics. You can also create a Cliq group for each of your Workspace Groups. Click here to learn more.Joining Two Tables - Error says "Same display columns presents in multiple tables..."
I am trying to write a query, but also join two tables to extract two columns from a different table The query below works perfectly without the "JOIN" at the bottom. My goal with the join is to join "Eagle_AllHoursReport" table to "Eagle_SAP_PlanHours"[Upcoming Webinar] Automate your data pipeline and time to insight with a modern BI platform
Hi there! Businesses worldwide, small and large alike, are rapidly adopting automation across their workflows. Automation has become a key enabler to transform regular tasks into value adds for businesses, helping them focus more on revenue generation.[Blog] Delivering embedded analytics for ISVs with Zoho Analytics
When it comes to independent software vendors (ISVs) providing analytics to their customers, the question of “build vs. buy” isn’t as relevant as it was before. A recent study shows that 75% of ISVs prefer to embed an analytics platform rather than buildingImprove data sources/Data model diagram
It would be nice to have an exportable version of the data model diagram, either in PDF or in some tool like visual paradigm. ¿Why? When I have meetings with my developers/management, we find the model really useful, however, we keep taking screenshots for making notes or to highlight new ideas. Are there any plans to enhance this?Can we make the values of unselected options greyed out when applying user filter?
I'm trying to compare the costs of different products. When I apply user filter to choose one product, only the cost of the selected product keeps. I can't just exempt the filter because I have hundreds of products and I have to set a upper limitationHelp with KPI Widget for Stage History (CRM)
I am a Zoho Partner, and I have a client that needs an Analytics Dashboard Widget that will display all Deals that were in "Proposal Sent" stage in the last 365 days. The problem is that some of the Deals entered that stage twice and are duplicatingReport Data and Widgets Not Showing Latest Data
Starting on October 28, some Zoho Analytics reports and Widgets have stopped updating to show the correct values from the underlying data and tables. I spoke to Zoho One support that day and after much review they determined in was 'a server caching issue'Export Limit for exporting data to PDF
Hello, I use Zoho Analytics to create payroll charts for my commission-based business. When I am sending out employee checks, I like to send them a PDF of the different services performed that make up their paycheck. I do this by viewing each employee'sEmbedding a Zoho Analytics view into Creator with user-based criteria
I have a Creator app where organisations can track projects for groups of young people. I want to report back to them a nice set of stats about the impact of their projects and the young people's demographics, so I have created a dashboard in Zoho Analytics,Error import: Not even one column name match with the header data in file. Check your file data.
Hi, in the last synchronization it has failed in 4 tables. The error I get is: "Not even one column name match with the header data in file. Check your file data." So far it had worked fine. I have deleted the data table, changed the import settings,Using Wildcard filtering with other filters
Looking for a solution and hoping you pros can help. I am trying to exclude certain users from our reporting: 1) Users whose email address contains one of (6) words (e.g, test, givmail) 2) Users who are a member of our Partner or Internal accounts. TheProtect view via token or URL encoded password
HI, I want to know if this is possible please? I have a View in Zoho Analytics that I do not want to be publicly accessible, but I do want someone with the correct URL to be able to access it without a password. This sounds like nonsense, but hear meDifferences between Books and Analytics that make a client go crazy
see linked video https://workdrive.zohoexternal.com/external/8e09b8a34e3bccbdebc9a92bf9bbd07eaccb4fbf13e4c2298ccbca38ce1aa96b📢[Analyst Talk]: Zoho Analytics continues to be a leader in BARC Research's latest survey
BARC Research's latest BI & Analytics Survey 23 is based on findings from the world‘s largest and most comprehensive survey of business intelligence end users. The BI & Analytics Survey 23 examines user feedback on BI product selection and usage acrossEvent performance measuring
Hi all, I'm re- building reports and dashboards in my org to measure event performance from our salesforce. We obviously take in account sales activities (meetings, calls and tasks) and amount of won deals and revenue as key metrics. My question wouldAverage below the 95th Percentile
Hi, If i have numbers 0 through 100, the 95th percentile would be 95.9, so number 96->100 are above the 95th percentile. I would like to exclude everything above 95th percentile and get the average for 0->95.9 which should be 47.5. In excel its easy,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
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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