Multiple Target Meter - Zoho Analytics
Hi Team, In Zoho Analytics, I require a Target Meter similar to the one available in Zoho CRM to enhance the efficiency of my work.
Drill Through for Maps
The Drill Through feature currently in Beta is a great addition, however where I think it would be much more useful would be on maps. For example if I have multiple sites across multiple states/ geographies I could add a drill-though that when clicked
Interactive dashboard
Hi, we would like to develop an interactive dashboard in Zoho analytics. Our main goal is to let the dashboard's users "Snooze" a row (company), through a button or something similar. If a row is snoozed for example 1 week, it should disappear in the
pivot-table
How to get the result as per the below any help, please? Differences have to come in the column as shown in the Excel Data Column 2022 2023 Summary Difference % Difference Total Revenue from contracts with customers 1094610 1170420 2265030 75810 6.90%
Help with a Query formula - latest date from unique values in another column
I have a query table I am developing to show only unique value (Project Name) and most recent date (Last Modified) and total all of the time entries from all the values (Hours) in a report from the query, but I do not know how to do this. The data table
Zoho Analytics aggregate function breaking specifically with iscurrentmonth function
Hey friends! I have an aggregate formula Im trying to use that sums a column if iscurrentmonth returns true. Whenever I use this specific function, the formula will somehow return null and show no data in my column. Example below (you'll see Abaraham
Year to Date Function - is it ONLY working on calendar year?
Hi Zoho Analytics gurus, I need to produce a head of sales-related charts that show on Year to Date comparisons from the current and previous years. I have attempted to use the YTD() formula - eg. ytd(sum("Opportunities"."Amount"),"Opportunities"."Closing Date") However, the data displaying is completely wrong. After a lot of experimentation, I am beginning to think the YTD function is basing its calculations solely on calendar year, and ignoring the organistion's financial year settings in the workspace.
Query table count function
I am trying to create an SQL query table with the aim of producing the attached stacked bar chart in Zoho Analytics. I can count the number of S1 payments as follows: SELECT abs_month("S1 invoice received"), count(abs_month("S1 invoice received")) AS
Dashboard User Filters synchronize across all tabs
Is there a way to synchronize dashboard user filters across all tabs of a dashboard. For example, if I defined a user filter to allow the user to select a data range for the dashboard, I want that range to apply to all tabs of the dashboard so the user
Solution of the Week - Consolidated Balance Sheet for multiple orgs, multiple countries with different base currencies
In the previous posts, we discussed how to create a consolidated balance sheet for scenarios using Zoho Analytics where multiple outlets operate within a single country using the same base currency, and for cases where there is an organization with a
Set Zoho One users as a custom role.
A custom role has been created in 'Manage Roles' under Zoho Analytics settings, but in 'Manage Users,' only User, Organization Admin, and Viewer roles are available.
How to generate a permalink for a dashboard that allows external access and how to send dashboards to non zoho users as link only (no attachment please) via scheduling mail?
We are a outsourcing company and we have lots of clients. We designed dashboard for each client in zoho analytics. Our clients are not zoho users and we want to schedule mail for them with only dashboard link (no attachment as view or pdf) How to generate
GROUP BY error message with IF statement
Hi, I'm reasonably new to coding so this may be a really simple fix (i hope anyway!) I'm building a query table to identify cases for inclusion in a healthcare quality indicator as well as produce an output column that provides a true or false statement
Worked hour report help.
Good day everyone, I need some advice with Zoho Analytics. I am trying to get a report that will show the work hours of a user. We are using Zoho People timesheet/time logs. I connected Zoho People and Zoho Analytics, and everything is working fine. So,
Unknown table or alias 'A1'
I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement: SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers),
Adding custom sort to sort options
Hi! Happy to connect! I am so excited to use Zoho analytics which is so easy to map the required data from marketing, new project development teams, clients, and vendors. I have the option of sorting either by ascending or descending. It would be of greater
All Zoho Survey tables explained
Introduction Hey everyone! Sometimes, deciphering the structure and meaning of data in Zoho Analytics, especially when Zoho’s native syncs and integrations are activated, can be quite challenging. That’s why I’ve put together an overview, not only to
Trying to Access all Zoho analytics data?
Hello, I am using post man at the moment to test the API connection to Zoho Anaylitics. When it comes to the URL and parameters, I think I am missing something or adding the wrong information in a step. This is currently what I am trying: GET: https://accounts.zoho.com/oauth/v2/auth?
Import Pandas data frame into an existing table in ZOHO analytics
I need to import pandas dataframe into zoho analytics table which is already existing in ZOHO analytics. How should I do that?
[Upcoming Webinar] Refined data and faster insights with data preparation
Data preparation forms the bedrock upon which insightful analyses and informed decision-making stand, directly impacting business revenue. However, preparing data is often perceived to be a complex and time-consuming task that often demands IT intervention.
We are coming to your city! Zoho Analytics Community Meetup
Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructing
Average agent time reply - Zoho Desk
Hello, We are building a report where we would like to see the average time that an agent takes to reply to their customers. In Analytics we were using the measure "tiempo total de respuesta en horario laboral", but it does not show the correct values
Can we consolidate data from multiple Zoho Books organizations having different home currency in Zoho Analytics?
Hello, Can we connect Zoho Books account having multi organizations with Zoho Analytics to consolidate data from all organizations? Each Books organization has it's own home currency like INR, USD, GBP etc. How to consolidated Sales figure and show amount
Custom Formula - Zoho Analytics
Hi, I want to see profit% for each customer. However the aggregate formula on the tool is not the most accurate as it ignores purchase discounts all together and gives the % on Sale Price and not Purchase Price. I tried adding custom formula but could
How can I calculate the physical stock available for sale?
Hey Zoho Team, I've tried to calculate the physical stock on hand in various ways - but always receive a mismatch between what's displayed in Zoho Inventory & analytics. Can you please let me know how the physical stock available for sale is calculated?
Date from a date field to today
Here is my query, but it's not calculating correctly. I'm trying to determine how many weekdays have occurred between "23-24 Start Date" and today, but I'm getting a number that's much too high. SELECT "Q_DataWalls_Time-Off_23-24"."Name", DATEDIFF(WEEKDAY,
Data imported through URL data sources will show HTML codes instead of special characters.
We have a data source configured to import information from a URL. Some of the data contains apostrophes that will not be displayed as the actual characters but as HTML code. Example: let's go will be displayed as let's go Is there an option in the
Need Query to Output as Date
Hi, I'm new to Zoho/queries.....In my formula below, I need "23-24 Start Date" to output in a date format, but when i try to change the data type after I execute my query, it says it's not compatible. How do I fix that? SELECT "Staff Demographic Data
Analytics - String to Duration
Hey friends! Our calls module is logging the call duration automatically and it's coming into Zoho Analytics as a string. When I try to change the data type from the parent data set, I'm unable to as it's a system table. I'm trying to get around this
First reply time in hours - Zoho Desk
Hi, We are trying to build a report to see the time it takes to reply to our customers when they create a ticket. We are using the "First Reply time in hours", but checking with the tickets does not seem to show the right value for some tickets. How can
ZOHO Reports is not Working !
This error is coming up: Please fix it ASAP. Sorry!! Unable to display this page Sorry, an unexpected error occured when performing this operation. The error has been logged and will be looked into. It would be of great help if you could provide us with additional information using the ''Feedback'' link at the top of this page. 1. The error has been logged and will be looked into. 2. It would be of great help if you could provide us with additional information using the feedback link.
Trial: Project Status Overview Report Not Showing All Projects
We use Zoho Projects to track our teams IT projects. I'm currently evaluating Analytics to get better reporting capabilities of our projects. Unfortunately, when I run the "Project Status Overview" report, only 2 projects of the 8 projects currently open
Zoho report aggregate function issue
Hi, I wanted to write a formula connecting 2 tables. But currently im facing this error Alert Message Sorry, you cannot create a formula column involving columns from multiple tables. This is my formula. Can you help me with a workaround. Infact, i have
Is there a way to remove the border color of widgets on a dashboard?
I have a dashboard with a multicolor theme. There are four pivots with detailed information, and Zoho auto-assigns a fill color to each of the headers. I added a widget that has summary information for each of the four pivots and made the fill color match
Compare differences between data in different groups (year, year/month)
Hi, I need to compare data in a pivot table. I found articles related to the % of, however it seems that this only allows comparison with values within the same group. Let's say I have my data segmented by Year, then Year & Month. If I want to compare
Completion age Tier Range - Zoho desk
Hello, we have built a graph about the resolved tickets by time and we would like to modify the range in the lagend, lo make different buckets but we are unable to find how. Thanks!
Mapping Date Columns in Filters
Hi Team, I created a chart where I am tracking USD in proposals per month by their sent date, won date, and projected close date. Those dates are all fields in the proposal record. On the x axis I am using sent date. On the y axis I have a sum_if formula
Creating a staked bar chart in Zoho Analytics where the x axis is the date of two different fields
Hi, i would like to create a staked bar chart in Zoho Analytics where the x axis is the date of two different dependent date ranges. The first date range is the date when a stage one payment is received in the CRM. The second date range is the date when
I need help with a column
I need to help me to make a formula for a column, it is to determine that when the data is greater within a specific column, is a type of retention, if it is less, is another type of retention, and if it is much less, is another type of retention, I get
How to put a dashboard offline?
Hi, I have a dashboard which is shared to several people within the organisation. I need to make some significant changes to the dashboard. What is the easiest way to make the dashboard offline during development of new features and put them live again
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