Create a report/chart with differents paths and joins
Hi there, I'm having a hard time trying to join tables as needed to create a proper report. I would say that my use case is quite basic, I'm using (from Desk) the Tickets, Tasks, and Agent tables. I want to list all tickets with a custom boolean field[Upcoming Webinar with Industry Analyst] GenAI in BI
In today's BI and analytics landscape, data reigns supreme, and AI is transforming the way businesses derive value from raw data. Of all the facets of AI, GenAI is further democratizing BI, enabling businesses to build a more sustainable and scalableZoho CRM Sales Orders and Products -> Report which products are sold in a period
Hi, How can I create a report (in CRM or Zoho Reports) in which I can use Sales Orders and the Products registered on those orders. It looks like there is no link between the 2 tables in the database while in CRM it's presented as there should be a link between the tables. Anybody any idea how I can combine these 2 tables so I can use them for reporting? Thanks FrankThere is no link between Deals and Projects in Analytics
Hello there, I am trying to link Deals with Projects in a Pivot view on Zoho Analytics. However, there is no relationship, yet on CRM there is a relationship. As you can see below, there is no link between them: However, on CRM, if you go into a Deal,Error while importing an excel sheet to Zoho Analyitcs using PHP Library API
We are facing issue when we are trying to upload a csv file to zoho via the api integration (version: "2.1.0"). Organisation ID: 679207784 Workspace ID: 1861560000007540051 View ID: 1861560000020340002 We have already contacted your support and they requestedRow size exceeded the allowed limit.
We have been uploading data to a Zoho Analytics dashboard using a very simple pipe, OneDrive with an Excel doc. Since today we are unable to update the set, and get the error "row size exceeded the allowed limit." Assuming they meant the data allowanceAutomatic Left Aligment for Formulated Column in Pivot Table
HI, From last 3 days, all the pivot table where we created a column with formula is automatically setting left alignment and very hard to change to right aligment. some time it take morethan 10 attement to change the format in setting option to but failSort/Filtering on List of Import Tables (Data Sources)
I would like to see at least some sorting (filtering would be nice too) in the 'Data Sources' tab, on any given data source, where you are provided a grid of your imported/synced tables. This would make sync troubleshooting and analysis much easier.Understand Customer Purchase Behavior and Boost Sales with Market Basket Analysis
Delivering a personalized purchase experience is the key differentiator for businesses to increase sales and brand loyalty. Market basket analysis, also called affinity or association analysis, is a data mining technique that helps discover significantZoho Campaigns Not Syncing in Analytics
I am trying to sync Zoho Campaign data to Zoho Analytics and when I hit sync now it just says 'Sync in process' and has been doing so for almost a day now. Can someone help me fix this issue?Adding variables to a formula column
I have records that have a start date, end date, and funding for a year rate. I am trying to write a formula that will read how long the record was active in months and give me the rate for that period. The only thing is, if the start date happens onSimple MTD forecast in KPI Widget
I want to display, in a KPI widget, a simple forecast of the current month of sales. To get this forecasted number, I need to divide the current MTD sales by the number of business days elapsed in the current month, then multiply that by the total numberCustom Sorting based on other columns in table
I need the ability to apply custom sorting to a text-based dimension in the X axis where the sorting is based on another column in the table. For example, I have a chart report where the X axis is a text label. I would like to be able to sort those textComparison; This month current sales vs. Last Month Cumulative sales
I would like a Widget/Chart that can compare data with the following date ranges. This month to date (meaning all of September through the current date, for example the 14th, if today was the 14th. So Sep 1-14th)vs. last month to date (Showing August 1st to 14th) It would be great if could provide some sample widgets.How to filter by a distant relative range?
We are coming from Salesforce where we can filter by the 3rd last relative month doing: Example 1: Close date = Last 3 months & Close date <> Last 2 months Example 2 (last 7th quarter): Custom date = Last 7 quarters & Custom date <> Last 6 months canData Sync
Hi, is there any scope for live data synchronization with CRM and Analytics, especially as TV channels for motivator is unable to provide charts, dashboards within Analytics seems the obvious solution?Change name of column
Need to be able to change the name of a column when it is already being used in a chart/report.Better way to update field name in data query and dependent reports.
I want to rename a field in a data query. That's not a problem by itself but I am not allowed to rename and save if that field is used in any other reports. The only way I found so far was to MANUALLY add the field again with a new name, MANUALLY editIF (formula Zoho Analytics)
Is there any way to create an "IF" condition that can search between two values, for example: >30 but <40, or something that can say "between these two numbers" to condition a field? In Excel, it exists, but in Zoho, the logic doesn't work the same way.Reporting on multi-select picklist data
I'm wondering how others have solved this problem: My company has a number of "strategic goals" that we attach to various potentials as they come in. So, a potential can tick off none, one, or more than one of these as it moves through the pipeline. Let's call them by fruit names: Apple, Banana, Cherry, Durian. The data then appear as a comma separated list in the field for that question. Potential Name Strategic Goal Potential 1 Apple, Banana Potential 2 Banana,JVM error when executing Zoho Databridge for first time (Windows Server 2019)
Hi, I have followed the guide defined here https://help.zoho.com/portal/en/kb/analytics/user-guide/import-connect-to-data/relational-databases/articles/zoho-databridge#4_Can_I_independently_download_Zoho_Databridge in order to install the Databridge (it'sChange Currency in reports
New to Zoho and starting to get my head round everything, so far I am very impressed and can't wait to get fluent. I apologise if I am being stupid but is it possible to change the currency in a report. In my main forms it shows as GBP (£) but in the reports I generate showing client spend etc it is all shown in USD ($) if someone could point me in the right direction I would appreciate it.Date Column Import Failed from MySQL DB
I am trying to import some tables and they all seem to have the same issue with the date format. It is a MySQL 8 DB in DigitalOcean and in the database the date is stored in this format YYYY-MM-DD, However when attempting to import the preview screenShow picklist options in alphabetical order
Hi, How can I show my picklist options in alphabetical order? In Zoho Analytics, the order of the labels is wrong. The correct order should be Correcties; Factuur; Verlof urenNew Features rolled out on Feb 26, 2024
Advanced Analytics Connector for Pipedrive You can now seamlessly import Pipedrive data into Zoho Analytics to gain enhanced insights. Attain a comprehensive understanding of your business processes, optimize sales strategies with detailed insights, andZoho Desk custom fields
Our organization uses Zoho Desk and is testing Zoho Analytics as a solution for more advanced reporting. We set up a connection to Zoho Desk, which appears to be mostly working, but none of our Desk custom fields are visible. Is there a setting in either Zoho Analytics or Zoho Desk to make the custom fields available for reporting? All the existing questions on this topic I've been able to find are specific to Zoho CRM, which our organization doesn't use.Combining data from Zoho Books, Zoho Projects and Zoho CRM
Hi team is it possible to generate a report with a table that contains: - From Zoho CRM: - Client name - Opportunity name - Sales stage - Amount - From Zoho Projects: - Project name - regarding client A - Project stageChanging summer time on table time
Hi we have a table containing several data, including a column with a date and time (in this format 2023-02-17∙08:40:56.000). I need to add an hour (+1 hour) to some cells, those of the period between march and october, but I cant find how to do. I usuallyHow to verify if a chart is used in some dashboard
Please add a feature to check for each chart, if it is used on some dashboard. This would be useful, when you have hundreds of charts and you want to delete some of them without affecting your dashboards, thanks! Best regards, JuanTwo items on X axis
Hi How do I get two values onto the x axis, say for excample I would like to see sales totals broken down by year and rep?Splitting Data in a Reports Table
Hi, I am working with a phone log which is provided to us automatically by a third party. The Date field for the phone log includes the date and also the time stamp of when a call was initiated. I would like to analyse trends relating to the time when calls are made. However this is difficult to do as both values are in the same cell. What I would like to do is configure Zoho Reports to split the data or copy part of the data into a new column. I have successfully copied the data in the Date columnHow to Create this Table using SQL Table
Thanks for hosting such an informative forum and helping community. I want to create following data table using SQL Table option, I am struggling to find the correct SQL codes for leads module. Lead Source Total Leads Total Appt Set Facebook 1000 15 GoogleUnified Business Analytics - An essential step to business success
With exponential data growth today, a commonly pursued objective among businesses is Unified Business Analytics. This allows businesses to bring all their data to one place, build smart data models, and analyze data across domains—highlighting the cross-functionalDisplay Weight symbols to Values in a Widget
Hi there, I was wondering if there is a way to display weight symbols, similar to how you format units as in the screen shot for this widget: Want to show Weight with Metric units: Grams = g Kilograms = kg Tonnes = t etc. Thanks AndrewShare with Support
I had recently shared my Workspace with support as part of troubleshooting (ticket #1). The problem is still under investigation and has been over 2 weeks now. Following another issue (ticket #2) I noticed that support were able to access my workspace. I then realized that my Workspace was still shared (as part of Ticket #1). It would be better for the Admin to be aware that the Workspace is being Shared with Support by some indication/mark/colour etc on the Workspace. Best regards, SonyReport of the Week - Stage Analysis
Potential stage history analysis helps you track the stage movement of each potential. Tracking the wins and fails helps you avoid repeating the mistakes of the past and define better processes to convert more potentials into wins. This week, let's seecolumn total in report
Good day, I am trying to create a basic report with 10 columns, i would like to group the data and present a total for each group. Can someone please guide me on how to do this, i have not been able to figure out how to group the data much less get theSplitting delimited values into multiple rows
Hello, I'll try to briefly explain the problem I am facing in Zoho Analytics. So, I created several forms in Zoho Forms, integrated it with Zoho CRM and then created a module in Zoho Analytics to receive the filled data. Let's say I have three columnsTip of the Week - Embed View into Zoho CRM with Dynamic Filter
You can embed the views created in Zoho Analytics into Zoho CRM as a Web Tab using the Permalink of the view. Zoho Analytics allows you to dynamically filter your embedded views based on the user logged in. You can achieve this using Variable. Using Variables you can embed the same report with different filters for each user thereby controlling the data that could be accessed by the users dynamically. The following video illustrates how to embed with a dynamic filter based on the users' email address.Compare data between two data
I have a problem that I would like to create a chart that can compare data with the following date ranges. This previous week (meaning last 7 days ) vs the data before last week days (meaning data before 7 days ).Next Page
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We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics teamWhat's New in Zoho Analytics - August 2024
Hello Users! We are back with the latest updates and enhancements made to Zoho Analytics. Keep reading to learn more about them. Connect to the data hosted in the cloud without allow-listing the IP addresses Utilize Zoho Databridge to connect to the data
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How to create comparison time periods like these examples
In a Pivot Report I would like to be able to select any date range and show a set of metrics for that date range e.g. revenue, orders, units sold. I would then like to be able to compare to the previous period based on the amount of days on the selectedIs it possible to have an Aggregate or a formula data column that only sums subtotals?
So I am trying to make a data columns that would only sum the subtotal. let me explain, I want to sums the hours worked of employes. I also need to split the hours when they reach 40 hours into another column. I can make this work perfectly with formulaMake Widgets Clickable or Copiable
Hi, I created a KPI Widget in Zoho Analytics whose content I would like the users that see my dashboard could copy or click and be redirected elsewhere. Yes, I'm aware I can create a Text Box for that instead of a Widget, but the problem is that the linkSolution of the Week: Financial Reports with Impactful Visuals
Finance reporting is a critical part of understanding an organization’s financial health. With Zoho Analytics, you can easily create dynamic reports such as Balance Sheets, Budget Statements, and Profit and Loss Statements. Now, with the release of ZohoContextual Information when Apply Filters
Hello, Let's say I had a pivot report looking at an "Accounts" table, if I had a user filter to select a specific account. When a user hover overs an individual option in the "Accounts" user filter, is it possible to have a pop-up display with additional
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We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics teamWhat's New in Zoho Analytics - August 2024
Hello Users! We are back with the latest updates and enhancements made to Zoho Analytics. Keep reading to learn more about them. Connect to the data hosted in the cloud without allow-listing the IP addresses Utilize Zoho Databridge to connect to the dataWe 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 constructingZoho Analytics: 2021 Look Back
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Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution. Hear more from Claudio Cabeza, Director at PREMO
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