Why is Billing Type a decision box instead of a dropdown menu?
Hello, I've come across a problem. I am making reports in Analytics with data from Zoho Desk. The problem is that when I look up tickets in desk I can see 3 different billing types (Billable, Non-billable and Invoiced) but in Analytics this changes to
Multi currency support in zoho books analytics
Greetings Zoho books shows reports only in the base currency of the organizations and there is no way to change the report currency to another like the client country's currency for example..i was wondering if analytics provides a feature as such to change
Combining values from same column
Hi there, I'm wondering if it is possible in Zoho Analytics to combine values from the same column together into a new column. We have a classifications column from our Zoho Desk ticket data and there is several classifications of different types of complaints
[Upcoming Webinar] Unified data management and analytics - An essential need for today's businesses.
Hi there! BI and analytics enable businesses to gain deep insights, drive strategic growth, and sustain their competitive edge in dynamic market conditions. Having become imperative, BI and analytics are being adopted by more and more businesses across
Import data from Zoho Analytics to CRM
Hello, we are connecting several data source to Zoho Analytics. Is there a way to import these data inside the CRM? Example: import data from multiple Campaigns portals to Analytics and then import them from Analytics to Zoho CRM contacts (so we can see
Problem Connecting Google Analytics Data Source.
Hi, all. So I am trying to connect Google Analytics data source to Zoho Analytics workspace. The problem I am facing is that when I authenticate Google Analytics on Zoho, it only shows me the red-circled view. It does not show the other properties, this
First item as default filter value
In a dashboard is there a way to set a default value of a user filter to the first item in the filter list? This way there is always some value selected when the dashboard is loaded. I cannot rely on setting the value statically because the values in
Zoho Anayltics very slow today
We are finding Analytics very very slow today.... so much so it is practically unusable! Dashboards have been either showing as a blank page or taking an age to load....and once loaded buffer for an age when a filter is applied. Can you advise if this
column width limit 100
Hi, Could the column width limit be increased to 254. When I import data via a csv it seems to accept the data beyond 100, but when I edit it it reports an error when I try and save. Cheers
Lookup Column on Imported Data
I am trying to link various tables using the date field as the lookup on data imported from Zoho Creator however no results are shown when I click to convert. The option does show on manually entered data.
[BLOG] What is a KPI Dashboard? Examples, Templates, and Benefits
Effective decisions can be made using insights from data. But what are all the different data sources you refer to when you want to make decisions for your business? The more data sources you havethe more time it consumes and the less efficient the decisions
User Group member search
Dear Team, I'm starting to create user groups, in each group I will have 2 - 15/25 Members. Could you please integrate the Member search option? So that I can find out much faster in which user group a certain member is in. Or at least, if I hover over
How do I set my Analytics Workspace as Shared
I added a new workspace for Zoho PEOPLE to my Analytics Workspaces. A previous ADMIN had added other workspaces which all show as SHARED. How do I SHARE the PEOPLE workspace which currently is listed as Owned rather than Shared TIA Greg
Email schedule not sending emails
Hi Since yesterday my programmed emails are not getting sent, any idea perhaps? Thanks!
Numeric field as User Filter not working
I'm trying to use actual values of a numeric column called "Long-Term Debt" as a user filter (slider option) but the slider wouldn't show any values. Last week, I've walked Zoho Reports support through this problem via online chat but am yet to receive any response. Below are relevant screen grabs again for your reference.
SQL databases and Zoho
Hi, I am very new to the world of analytics and data, I have a product that end users log in to. They create a profile that includes email address and mobile number. There are other fields for profile content. I want to run the product and look at how
MAT/MQT/YTD calculations
Hi, I'd need some help with calculations in Analytics. Having a simple table with data imported from local Excel, how can I do MAT, MQT, YTD and also MAT growth rate and MQT growth rate calculations for different products and countries. Knowing that the
Help with Complicated YTD Aggregate Formula
I need help with an aggregate formula to get sales up to the current date based on the previous sales cycle. I cannot use a basic YTD formula as my needs are a bit more complex. We run annual events and sales can overlap calendar years. Example if todays
Zoho Historical data unchanged
hi i have created funnel charts to show different stages of my B2B pipeline However, I would like my previous historical data to remain unchanged Can I have a filter for that?
Bing Ads import is often incorrect
We use your system to pull cost data from Bing Ads, and calculate margin. Frustratingly the Bing Ads data is often incorrect. We have reported this bug to your support team over 10 times. Sometimes the data is double or triple counted. And sometimes large
Custom field in ZOHO Analytics
Hello Zoho TReam I have a custom field in supplier invoices in ZOHO Books and I would like to use it in the reports within ZOHO Analytics but, it is not visible in the configuration of the ZOHO Analytics data source. Regards
Read value from report in Zoho Analytics
An email is sent from Zoho Flow. I would like one dollar amount to retrieve based on customer ID. This amount is available as two column (customer ID / total amount) report in Zoho Analytics. How do I retrieve the "Total Amount" and have it included in
Analytics Dashboard Click to Lead Record
I'm creating a dashboard (in Analytics) that shows a table of leads that is filtered based on certain criteria and shows the name of the lead. How can I set up the data so someone can click on the name of the lead and navigate directly to that lead record.
Contributions by employee and managers
Hi We have created an application in Zoho where we have sales invoices and for every sales invoice, we have employee contributions captured. So, there are 2 tables in Zoho Creator. One table for the invoice with the a field for the associated employee
Customer spotlight: Zoho Analytics enables end-to-end business insights for ON TIME Logistics
ON TIME Logistics is the result of the acquisition of different companies that have data in legacy systems and in different formats. Till now, the teams have used different systems for storing information. This means they created reports in silos and
The elapsed time from when a synchronization begins and ends is long enough to create the possibility for error and confusion.
The elapsed time from when a synchronization begins and ends is long enough to create confusion. I understand that Analytics is a reporting tool, and that data latency caused by synchronization is unavoidable. It would be helpful if every report, whether
How to integrate dashboards from Zoho CRM into Zoho Analytics?
Hi all, We mainly rely on Zoho Analytics for our BI work, and I'd like to import the already made dashboard on Zoho CRM or other business apps into Zoho Analytics to have all the BI work in one place. I only want the dashboard, not the raw data. Is that
New Features rolled out on October 14, 2022
Introducing a Data Type - Duration Zoho Analytics now supports time Duration as a data type. This opens up a whole new category of time-based data analytics. Now you can get to know how long it took to accomplish something, to complete your projects,
Replace Base Table
I have dashboards retrieving data from a table linked to OneDrive. I would like to change the table to an identical table with different name without reworking the dashboards one by one. How can I achieve this? This is due to an issue where I am unable
Relative Date Filter
The Tabular View report is a useful reporting tool, except you are unable to use 'relative date filters.' Can you please add a feature that allows for relative date filtering while using the tabular view report
Can I track weekly dashboard difference?
Hello, I am building a weekly dashboard in zoho analytics. Since the data changes all the time, every week's result is different, for example, this week our total predictive number of this year is 100, but last week the total predictive number of this
I cannot join tables within internal data source from Zoho CRM
Hello there, We have been sync'ing zoho crm and zoho analytics for a while. In zoho CRM, "Purchase Orders" and "Purchased Items" are 2 related tables on a same field, so I can export data from zoho crm, like 1 Purchase Order linking to 5 purchased items.
[Upcoming Webinar] What's new in Zoho Analytics: Q3 2022
Hi there! At Zoho Analytics, we provide a comprehensive analytics offering with an ever-evolving range of modern-day analytical capabilities. We seek to constantly enhance your analytics experience by introducing useful features that offer more firepower
Needed clarification on KPI Widget feasibility in Zoho Analytics
Hi Support, We have a common requirement in Widget to see Latest and previous values. Requirement : We need to see a comparison between the numbers in the "Payment Details" module. We need to see numbers with the same Time Period for all Widgets. We think
Expanded View of tables not shown
Hello, We created a dashboard with multiple widgets, multiple charts and 4x Pilot views. When I create an PDF from the dashboard without any filters I see that the 4x Pilot views are added as "Expanded view" at the end of the PDF, which is great. When
Arbeitsbereiche zusammenführen möglich und wie?
Bei uns gibt es „standardmäßig" drei Arbeitsbereiche, "CRM, "Projects" und "Books". Um am Ende eine Auswertung zu erhalten, würden wir gern die CRM und Books-Daten und dann noch Subscriptions zusammenführen. 1. Kann man Arbeitsbereiche zusammenführen?
[Blog] Applying Data Literacy for Embedded BI Success
The term “data literacy” denotes the skillset that’s required to understand, interpret, utilize, and communicate data across the organizational hierarchy. With the variety and diversity in the scope of data usage across different job roles, the approach
(Blog Post) Zoho Analytics: Most Popular Integrations with Zoho Apps
A high quality data analysis will boost almost any part of your business. It helps you evaluate your processes, productivity and efficiency, as well as giving you insights about where your business might be lagging. That’s where Zoho Analytics top features
Sort by Total Line ( Horizontal)
Please add the possibility to Sort by Total Line ( Horizontal)
Bar Chart -- Multiple Y-axes, separate scales
Hi! I created a bar chart ("Sales by Day of Week") X-axis: Day of Week Y-axis 1: $ Sales (this is a large $ amount) Y-axis 2: # Sales (this is a small number Here's a picture: http://screencast.com/t/YjIzNDk0ZG The columns for "# Sales" are tiny next to the columns for "$ sales". How can I force the two Y-axes to use different scales?
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