Similar to another table function problems
I am using reports and I am wanting to apply all the same reports I made for one table to a new table. I use the "similar to another table" function and I have had several issues in making this work. 1. Only some of the charts are copied which I thought was related to category labels but after changing them to match about half of the charts still do not copy. 2. It seems like any chart that uses a aggregate equation on the y axis changes so that the y axis is a count of the x axis. 3. The color
Problem sorting funnel stages according to their probability
On Zoho CRM, I've created a customized list of stages for my organization's opportunities. I did not use the pre-configured list provided by Zoho on the "Stage-Probability Mapping" page. On Zoho Reports, I created a funnel chart to show the pipeline by stage. However, instead of sorting the X-axis by each stage's probability (from 0% to 100%), it's being sorted by values (ascending or descending). When I choose the option "Custom Sort" to define the correct order, the stages that appear in the pop-up
Issues with sorting in a summary report
I'm having an issue with a Summary view where I can only sort data using the first 3 columns of the report. Every other column gives me the option to sort, but doesn't actually change the display of the data.
Re-arrange Column depth
I can change the width of a column heading when producing a pivot report. Is there any way to change the column heading depth. Thanks.
Important changes in CSV and DB Upload Tool
We would like to inform you on the recent enhancements in the CSVUploadTool and the DBUploadTool that would ease your Upload Tool usage. Download the Latest Version of Upload Tool (requires migration before 30th of July 2013) We request you to use the latest Upload Tool released on June 17th 2013, as support for older versions will be removed by 30th July 2013. You can download the latest version from here. Permanent Authentication Token: The new Upload Tool supports Authentication Token (AuthToken)
Advanced CRM Analytics
Where is the ability to pull the ACTIVITIES module into the Zoho Reports Add-in from CRM?
"Unknown" showing up in charts. Problem When uploading a CSV file.
When I upload a CSV file that has multiple columns and try to chart some of the columns the first thing that shows up on the chart for the Row is Unknown. The data in the first Row is shown just fine when you look at the table, but for some reason in the chart they are all being pushed down one and Unknown is the first value.
Pivot data type for non-US locale?
Hello, When creating a pivot table, all of my data columns appear to be interpreted as text (rather than the various date and currency columns that I'm actually using). This prevents me from summing up values, for instance. I suspect that this is caused by the fact that I am using a Dutch locale in the Sheet settings. Is there a way to keep using the Dutch locale, but also have proper data types in a pivot table? Kind regards
Cant change bar colors if large number of bars in bar chart...
I am trying to customize the colors of a bar graph using Zoho Reports and I have found that on two of my bar graphs that have approximately 10 bars I am unable to select the "click to change the color" button. I see the bubble pop up with "click to change the color" but when I click nothing happens. Nothing happens when I select change legend colors as well. Both graphs have a variable in the color field on the edit settings graph tab. Is there anyway to work around this so that I can modify these
Incorrect date
Ive set the time zone according to Colombia, where our company operates. However, when I create a date column it displays a diferent time
Date difference
I set the time zone according to the place the company operates. However, when I create a date column in a spreedsheat, it show a diferrent time.
Compare same month over multiple years
Hello, i am trying to create a bar graph that displays monthly performance each year. So if i had 2008 to 2010 there would 4 bars side by side for each month. see attached 'monthly sales performance' example from excel I just can't figure out how to do it I am also trying to do the same thing but with the figure accumulating. see attached 'accumulating monthly sales performance' example from excel. I can't figure out how to do this either. can somebody help?
switchboard
Is there an easy way to create a switchboard of links to the various reports for my mgmt team? Having trouble sharing the various reports in an organized way. Thanks!
Zoho Reports - New features rolled out on May 31 2013
Support for Advanced Summary Function in Charts Advanced summary functions (% of Total, Running Total, Difference From etc.), one of the most applied functions in Pivot Tables, is now supported in Charts. With this you will be able to apply advanced summary functions and summarize data based on other values in the column, apart from the basic functions such as Sum, Max, Min or Average. Using this you will be able to plot some powerful calculations on a chart as in the below screenshot. Support
LIKE with wildcard in Query Table
How do I do the like operator in Query Table? Select A.*, B.* from tableA as A inner join tableB as B on A.column1 like '%' + B.column1 + '%' The above code doesn't work. but the code below works but it's not generating my expected output. Select A.*, B.* from tableA as A inner join tableB as B on A.column1 like B.column1 Thanks!
Is it possible to make a copy of a dashboard?
I update my dashboard monthly for client reporting but I'd like to be able to make a copy of each month's report to have for historical records. Is there anyway to do this besides exporting as a pdf?
Decimal separator
hi! I am new in Zoho Reports please, can tell me how to change the decimal separator from Dot to comma. Thanks Luis Reyes D.
Using logical operators in aggregate formula
Hi, I was wondering if its possible to use logical operators like AND / OR in aggregate formulas? For example: countif("Var X"='yes' AND "Var Y" > 1) If not how else can i solve this kind of problems? Cheers, Paul
Can't hide underlying Data on Dashboard
HI Guys I have a dashboard with a pie chart in the dashboard - Although I've made the dashboard public I want to hide the underlying data but can't get rid of the "click to see the data" message on the pie chart. I've restricted the settings on the "edit existing shared details" option on both source chart and in the dashboard itself. Any Ideas - have I missed something. Thanks Joe PS attached Jpg - cant get rid of the green writing that says "click to see the data" even though I have permissions
Charts on non-active tab do not load/display - Firefox only
Hello, My charts display fine when using Safari or Chrome, but not on Firefox. I have the charts divided onto separate tabs. On page load the charts on the open tab display fine, but not the charts on the non-active tabs. If I change tabs then click refresh the charts appear. http://sanibelrealestateguide.com/island-market-report/ This problem is exclusive to zoho reports on my site. The tabs load fine with other types of content: http://sanibelrealestateguide.com/sanibel-captiva-recent-home-listings/
Zoho Reports - New features rolled out on May 14 2013
Zoho Reports now provides an option to export views available in a folder as PDF. Previously when you want to export selected views, entire view in a database will be listed and you need the selected the required reports. Now you can maintain the reports in a folder and export the folder. For example, if you have a Sales database, where you have categorized your reports into folders such as sales analysis, cost analysis and so on, you will be able to export all the reports in Sales Analysis folder
Second Filter Does Not Work
When I create a chart and add two filters, the first will work and the second does not affect the data in the chart. Then, when I close out of the chart and reopen it, my checked boxes in the second filter do not appear, though they are still listed in the box to the right. (screenshot attached) This bug is not affecting all of my databases, but I need a resolution to continue creating charts in this database.
Regarding ZoHo CRM and Advanced CRM Analytics
We have recently purchased your Advanced CRM Analytics solution, but have a few problems we hoped you could assist us with. We would like to have a report showing potentials that have changed stage during a certain period of time. Is this at all possible with the current solution, or do we need to implement custom fields to have this data generated for us? Furthermore we would like to set the value of the potential field "Closing date" to null, as most of the potentials are not closed. We have also
'Click to see the data' Tooltip works intermittently
Hi, I'm having difficulty with the 'click to see the data' tooltip not always working. From what I can tell, this happens when I'm trying to click through to a pie chart. This has occurred while using both Chrome and IE10. Can you please provide any possible solutions? Kind regards,
Stacked bar graph not pulling correct numbers
I have a stacked Bar graph that get posted information of some of our agents weekly. The issue is that its not pulling the correct number count the agent's submissions. If I manually search the data I get a higher number then what the report is finding. Here are the settings I am using for the graph. The filters are only to take out agents I am no longer using, and to select month ranges for the data to display I am not too sure what is causing this and if needed I can supply screenshots of the
Pivot Table question
How do you display the report Description?
Zoho DB Permissions
Hi all, I have a Zoho db and would like to make only certain fields editable. We have a lot of columns of important information that some of our staffers accidently edit which takes a lot of time and energy to fix. Also, does anyone know if there is a way to transfer the administrative email address. I sent an email asking for help but only got an offer to upgrade my service. Any help here would be greatly appreciated. Thank you,
Constant error message
I'm producing a report but constantly get an error message when i try to move the report to the Dahsboard. The error message doesn't tell me anything useful apart from the fact that the error is logged. Any ideas what's wrong
Creating bar graphs that compares monthly data with year to date
I am interesting in creating a bar chart that compares data from a current month, the previous month and year to date. If you put date in the colour field it gives you the option to compare different months and different years etc. But what if a want to compare two different time measurements. Like as I mentioned before, current month, previous month and year to date? Thanks
Can only export in PDF and HTML:
I think i'm selecting the appropriate options but i can only export in HTML and PDF when publishing a dashboard. Excel and CSV are missing
Cant resize dashboard widgets
Hi I've just signed up for a 14 day trial of the standard product. All going fine except that i cant find a way to resize a dashboard widget. I only have the option of expanding or contracting the widget. I've seen this article https://help.zoho.com/portal/en/community/topic/june-30-2011-update-dashboard-customization-more-sorting-options but rather than get a double arrow I get a four headed arrow that only allows me to move the widget and not resize it. Is this a restricted feature or am i missing
Google Spreadsheet refetch works, but scheduled import does not
I have a Google Spreadsheet hooked up and am able to manually update by selecting refetch. However, my scheduled imports are not successful. The table does not update and I get emails that it was unsuccessful. Is there anything I can do to to update my table through the scheduled imports successfully?
Column Width
I created a table chart with 3 columns in it but one of the columns isn't wide enough for the entire text to fit on one line. When it goes to the second line it's illegible. How can I set the column width so that all my text fits on one line?
Creating Y-o-Y percentage change pivot table
Good Afternoon, Below is a small excerpt of monthly data compiled over the past two years. Would you be able to help me with a formula which may provide me with a monthly year-over-year percentage change for each of the columns? I'm stumped. Month Run OnOff Minneapolis Minneapolis-UofM MSP Airport St. Paul St. Paul Amtrak MOA 1/1/2013 711 Off 3 1/1/2013 711 On 68 2/1/2013 711 On 76 3 7 2/1/2013 711 Off 3/1/2013 711 On 96 9 19 3/1/2013 711 Off 3 2/1/2013 712 Off 40 2 2/1/2013 712 On 3/1/2013 712
IF Statement in a SQL Query
I would like some help creating the following query if anyone is able to help. I am running into an error and not sure if it is my logic or a Zoho reports limitation. Goal: I would like to add a column in my table where if the MinDate is within 6 months of the TransactionDate then put 40, and if the MinDate is older than 6 months from the TransactionDate put 20. I currently have a query in Table2 with the MinDate Expression and then another table Tabe1 with the TranacationDate. I have already joined
Zoho Reports - New features rolled out on May 6
New Import Option for Deleting Missing Records Now Zoho Reports has added one more import option to update an existing table. This allows you to delete the removed/missing records while importing. When this option is selected, the file to be imported will be matched with the existing Zoho Reports table based on the matching columns and the following action will be executed: Existing records will be updated with the new value. New records will be appended at the end of the table. Records which
Is it possible to pull data from googledocs / zohodocs (Spreadsheets) into ZReports via API
Hi, Is it possible to pull data from googledocs / zohodocs (Spreadsheets) into ZReports via API ? Any help is great help thank you Best Regards -Deepa Govind http://homepreneur-online.com/
Query Table Join Limit
Is there a limit to the number of tables you can join together in a query table?
Add the results of aggregation formulas
Hi there, I have a table that essentially contains timesheet data. - Date - Available hours - Billable hours - Sick hours - Annual Leave Hours etc The current version of my formula calculating effective utilisation is sum("available hours")/(sum("billable hours"-sum("sick hours")-sum("annual leave hours")) But I'm getting a null result. I'm wondering if there is a way I can sum the results of aggregations. Thanks.
Require data as percentage based on a calculated column
Hi, my Base Data looks like this: SRID StoreID Availability 1 A 1 1 B 0 2 C 1 1 D 1 I want this output SR #ofStores Availability 1 3 66% 2 1 100% I have been able to work out the #ofStores as Count of SRID. But I'm unable to figure out how to calculate a percentage on a calculate field - #ofStores. I can get counts in Availability (2 for SRID 1 and 1 for SRID 2). How do
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