Upload Table from Json File C# API
Hi I'm trying upload json file to Zoho Analytics table, I used the code below : public IReportClient getClient() { IReportClient RepClient = new ReportClient("****************************************"); return RepClient; } try { string tableURI = RepClient.GetURI("my_mail", "Data", "Reports"); Dictionary<string, string> ImportConfig = new Dictionary<string, string>(); ImportConfig.Add("ZOHO_ON_IMPORT_ERROR",Referrals differences
What is the difference between referrals from potential: google.cl and google.comLink projects to zoho books invoices
Hi, I'm a happy Zoho One user. We'd need to link projects to zoho books invoice. Because, this is the way we work: we first create the zoho books invoice, and then, maybe after a few weeks, we create and work on the relative project. We'd like to link the projects to the zoho books invoice/customer. I've seen a table in Zoho Analytics, "Project Client Mapping", but they are listing the Client in Projects Portal Client Company :-/ Starting from a list on month invoice, I'd need to create (and print)Can I sync from Zoho CRM from my own Workspace?
I've created a new workspace where I'm syncing from Zoho Creator and a couple of other sources. Now I would like to use data from Zoho CRM. Could I do this? I can't find it under available data sources. Thanks in advance.DMARC Compliance
Hi! We have a very strict policy regarding DMARC (reject=100), so we are not receiving emails from Zoho Analytics when our reports are configured to be send from our domain account. (they work when from=notifications@zohoanalytics.com). There is a chance you could set SPF and/or DKIM on your end? Attached you will find a screenshot with more details. Thanks in advance,.Performed changes in the query is not allowed due to following reason(s)
I have a pivot table that is not updating because of an increment in our Fiscal Year. I discovered that the table is built on many different query tables. Following that to the bottom, I found the source. A table that has a formula column with a date value hard-coded. When I try to change that formula, I get an error that it cannot be changed because it would affect other tables. I know that it will do that, and I am okay with it because I know that I am just updating the year. My next thought wasTO_INTEGER + TO_INTEGER generate a String not a Number
In a Query Table I put a formula like TO_INTEGER(IFNULL(MAX(xxx), 0)) + TO_INTEGER(IFNULL(MAX(yyy), 0)) AS "xxx + yyy". xxx and yyy are numeric columns with empty values. And the problem is that that formula output value like "014" or "080" instead of 14 or 80. Any idea ?Find if a parameter exists across any contacts for a given account
Hi - I am trying to write a query that will find any account that purchases a certain Brand from our company but does not have any contacts identified as Buying for that Brand. Brands are listed in a custom multi-select "Brands" field in the Accounts Module. These brands have been split out in a query table "***NEW*** Account Brands Table" so that each Account-Brand combination has its own row. The same brand options are also available for selection in the Contacts Module under the custom multi-selectUser Filter search Pivot Tables choose per text search
For user searches in pivot tables, you can enter text to get a list of records containing that text. Unfortunately those choices do not become automatically chosen as the search criteria (or a choice to uncheck all). This is a problem when your search results in many records, all of which you would like to look at. It would be great if this functionality worked similar to how the same functionality in excel works. Please let me know if this is possible, or if not, please consider this a suggestionAlertas en los indicadores y gráficos
Sería genial que se pudiera configurar alertas cuando un campo, fuera mayor, menor o igual que otro, y te dejara configurar también a quién quieres que le llegue la alerta vía mail.Import from feed fails for a common source that does work in Googl-Sheets
This source (https://analytics.usa.gov/data/live/os.csv) can easily be imported in google-sheets. But import fails in Zoho Analytics. It also fails in ZoHo Sheets. (sheets gets the encoding wrong or thinks it is an encrypted file) It is a very simple text-file.SQL limit 1.000.000 lines
Hi. I'm facing a problem with the limit of 1.000.000 lines foe a SQL table. Is there any way to avoid this restriction? I really need to expand this limit. Please confirm. Kind Regards MatiasCan I add an auto-number column to a query table
Hi everyone, I'm working on creating an efficient database schema for my Zoho Analytics reports. I want to create auto-number columns in my tables as IDs to be used as primary keys so that my queries run faster. Right now I have unique columns that I'm using as PKs but most are plain text so as I join the tables through reports the response time is fairly slow. Is there a way to add a new auto-number column into a query table? Thanks! KatieCharting Comparison: This month vs. This Month last Year
Hoe can i chart the following: - This month vs. This Month last Year - This week vs. This week last Year etc. Any help would be greatly appreciated!Solution of the week - Forecasting in Reports
Zoho Analytics now enables you to predict future events, using its forecasting feature. Forecasting in Zoho Analytics uses your past data and comes up with the best prediction for the future. You can set up a forecast in minutes, without worrying about the underlying complexity. To do this, Open the desired chart. Click the Settings icon and select the Forecast tab. The Add Forecast drop down will list all the possible Y-axis series that can be forecasted. Select the desired Y-axis series ForecastJoin Tables in Live Connection
So my understanding is that it's not possible to join tables (or create lookup columns) for Live Connections with cloud databases (like Amazon Redshift). I know I can set up Data Import instead, but that's not ideal because I would quickly run into trouble with reaching the row count quota. This is the one and only reason why I can't completely replace Tableau with Zoho Analytics and it's very unfortunate. Is it possible that I'm missing something? Or if not, is this something that may be developedQuickbooks API with Zoho Analytics (Profit and Loss Report)
Hi There! We're currently using Quickbooks Advanced Analytics to create reports. I'm wondering if there's a way for us to use Quickbooks' API so we can grab our Profit & Loss report directly instead of creating the report in Zoho Analytics. We have journal entries that makes it difficult to identify if they are credit or debit with Zoho Analytics. I'm wondering if any user here has experienced the same issue and found a workaround or a way to display the report. Any suggestion you may have is greatlyLine Chart
I have a line chart showing volume over the span of 4 years on a monthly basis. What I would like is to show each year with a different line. So 2016 will show Jan, Feb, Mar, etc on one line. 2017, on another, 2018 on another and 2019. I am not sure how to accomplish this though, can anyone help? Thanks ChadZoho Analytics -financial reports YoyComparison
Hi, Can you please include the year on year(month-on month) (Q on Q) comparison reports in Zoho analytics? all the required data for P and L, Balance sheet, revenue, expense and cashflow are already present in the tables. The comparison reports will add a lot of value into the systemHow do you join tables?
I am trying to join tables to create a report combining them, but any documentation explaining it or instructional videos are showing "Edit Design" button which needs to be clicked in order to create lookup columns. However, I simply don't have that button on any of my tables. What am I missing?How can I create a report based on users roles?
I need to create a report based on CRM showing the accounts per user role. I don't see any way to get the users roles on reports. Can this be done? How could I achieve that?A report value created from the Desk data is wrong despite it being correct on Desk reports
I'm not sure about when this problem did occur. It was displaying the same value as the Zoho Desk report. My guess is that I did check it for the last time about a week ago and it was correct at the time. I have synchronized the data for more than one time to be sure that it wasn't a synchronization issue. Could you please check the reason for it. The total ticket count on the Analytics report should be 59 instead of 15. The total ticket count is being displayed as 762 on the Analytics report whereasData source ZOHO CRM is not available in My Analytics Project
Hello, I have a project_a where it have a data source with ZOHO CRM. I cloned project_a to project_b, but my project_b do not have data sources and I can not to add data source of ZOHO CRM, it is possible add it? Thanks.Using one dashboard filter for more than 2 tables
Hi Guys. Can you please help me with the following issue?... I need to have one dashboard filter that applies to several tables shown in the same dashboard (some of them are SQL tables). The columns of these tables have the same data but different names. How can I achieve this? Please help me. Kind Regards MatiasUser filter search
I have a user filter which has a list of more than 100 items. To search through this, I need to "select" the search box in the dropdown and type. Would it be possible to search as soon as I dropdown by typing without having to select the search box? SonyIs it possible to hide unnecessary fields from the drilldown options on a stacked bar report ?
When you select the "Drill Down By ..." option on a stacked bar graph then you are presented with all of the fields available on the related module (We are analyzing the Zoho Desk data therefore I'm calling the tables used on the report as 'modules'). Is there a way to hide the unnecessary fields from the drilldown list or change the order of the fields listed ? It would also be useful to have a predefined drilldown option separate from the standard "Drill Down By ..." option.Export as PDF Function in the embedded code
Good day! We have just recently tried the Zoho Analytics Application. Based on what we've explored that the exportation to PDF of a chart or a table is only done in the Zoho Analytics Application. Is there a feature in Zoho Analytics that can export the pdf version of charts or tables generated when it is already embedded in the website we are using? Thank you and I hope you can help me regarding this matter.Access rights on Zoho Analytics report and dashboard folders and datasources
Hello, We have created a single workspace containing all datasource for our organisation. We would like to open it to everyone but we would like to secure access to some folders or datasources. Is it possible ? Thanks, LeonardUpdated Mongo DB Java Driver
I see the Zoho Analytics Upload Tool uses the mongo-java-driver-2.14.1.jar version of the driver. It doesn't look like that version is not compatible with MongoDB 4.0. Is there a work around on how we can update that JAR file? Or does Zoho not support the most recent versions of Mongo? https://docs.mongodb.com/ecosystem/drivers/java/#mongodb-compatibilityPivot table not reflecting correct data
I have created a pivot table making Zoho poject as data source and it is not puling data correctly for the custom fields that are created in tasks of the projectsReport of the Week - Magic Number
The Magic Number helps you analyse the growing revenue compared with your customer acquisition costs in one year timeframe. This is a widely used formula to measure sales growth (typically start-ups). Zoho Analytics enables you to calculate the magic number using Report Formula. The following presentation gives step by step explanation on how to calculate the Magic Number.How to show average time in a panel
Hello, We currently have a requirement to build a label in a dashboard that shows the average wait time for a clinic. Our data is stored in Seconds (integer), so what we need is to calculate this column's average and show it in a formatted way (HH:mm:ss) inside a panel, simply as a label. How can we achieve that?Error when using formula column with nested if conditions in a chart
While testing one of our multi-axis charts I've created a formula column in order to group up a few categories. My scenario considers data about public education, considering student enrollments. My formula nests 3 IF conditions and when checking the data by visualizing the table's data, everything looks fine, however every chart where I try to use it, the app crashes. Formula: if( "situacaomatricula" = 'Aprovado' or "situacaomatricula" = 'Aprovado por Conselho de Classe' or "situacaomatricula" =Thames Valley Expo - Ascot, England, May 22, 2019
Our partner Matraxis is having a booth and exhibiting Zoho Analytics at the Thames Valley Expo in Ascot, England on May 22, 2019. If you are in the UK and want to know how Zoho Analytics can help in visualising your data and in taking informed business decisions, please do meet Matraxis at the Expo. Links Expo - http://www.greatbritishexpos.co.uk/thames-valley-expo-ascot/ Matraxis - https://www.matraxis.co.ukAPI EXPORT JSON Formatting
I have successfully setup a API call to export data from an Analytics report table. I am using JSON format for the export. But the JSON formatting is not as expected. I would like to see the column names included as true JSON key / value pairing format, and not have the column names shown above as in the column_order field. Current output { "response": { "uri":"\/api\/dfgdsfjdfsdfjgdf", "action":"EXPORT", "result": { "column_order":["Market_Day","Stalls"], "rows":[New Features rolled out on May 8, 2019
Dashboard Layouting made easy Dashboard layout has been enhanced with the following flexible layout options: Drag and drop multiple components together to reorganize the dashboard Resize multiple components together Copy-paste desired component's dimension to other components Apply proportionate width to selected components in a row Click to resize component and fill available space in the layout Allow Export for Reports in Dashboard A new option to enable or disable export options for the embeddedPercentages in table with Top N are limited
We've created a Top 10 table using the Top N filter feature, but since our top 10 shows the percentage that each of the records represent, we found out that Zoho actually ignores everything else, which means a record that would normally represent 30% of the total values, is shown as representing 45%, as it only considers the 10 filtered records. Is there a way to fix that?Having an issue with a Nested "IF" Condition statement
I am uzing Zoho Analytics: This statement does works: If(condition"Rep ID"='Rep 1', "Gross Margin"*.5,If(condition"Rep ID"='Rep 2', "Gross Margin"*.50,If(condition"Rep ID"='Rep 3', "Gross Margin"*.05,if(condition"REP ID"='Rep 4',"Gross Margin"*.05,if(condition"REP ID"='Rep 5',"Gross Margin"*.2,"Gross Margin"*.4))))) This statement doesn’t work: If(condition"Rep ID"='Rep 1', "Gross Margin"*.5,If(condition"Rep ID"='Rep 2', "Gross Margin"*.50,If(condition"Rep ID"='Rep 3', "Gross Margin"*.05,if(condition"REPAdd columns in user table - ZOHO Analytics
Hello! Is possible to add information extra of ZOHO CRM in my users table of ZOHO Analytics (when I make sync)? How I can do it? Thanks guys.Converting a Date from imported data which is in Plain Text to a date field to use with "include Timeline Filter" in dashboard
HI All I have data that in being imported from an external application and all the dates are being imported as strings. I need a way to change or create a new colum based on the date passed in so that it can be used in a dashboard using the control "include Timeline Filter" I have tried to change the data type to date but it errors on import and removes all the dates This is the date from the import The error i get on import is ThanksNext Page
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[Product Update] Locations module migration in Zoho Books integration with Zoho Analytics
Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho BooksWhat’s New in Zoho Analytics – December 2025
December is a special time of the year to celebrate progress, reflect on what we have achieved, and prepare for what’s ahead! As we wrap up the year, this month’s updates focus on refining experiences, strengthening analytics workflows, and setting theWhat's New in Zoho Analytics - November 2025
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Creating a Chart from a Report
In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.SQL Table slowed to a crawl
Hi all - I seem to have noticed an update. Now whenever I am typing in the script field for the SQL tables there is a huge delay and it is all very slow. This has never been the case for me in over 5 years of using Analytics - I really hope it's fixedFOLDER DISAPPEARED
Hello Zoho Community. I recently found a problem with no explanation: a folder in Zoho Analytics just disappeared, but the tables and SQL sentences still existed, the folder was not deleted. The solution for me in this case was to create a new folder,Data Import | Zoho Analytics Custom Query Window Size
Please increase the window size for the Custom Query Data Import. It's impossible to work with such a small query window.
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What's New in Zoho Analytics - November 2025
We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What'sWhat'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!
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