Note:
Zoho Analytics allows you to quickly search for specific records within a large set of data. The Search box on the toolbar can be used to locate records in a table that matches the keyword that you specify.
To search for records, type the keyword that you want to search for in the search box and click on the magnifying glass icon ( ) next to the search box. All the records containing the specified keyword will be filtered and displayed as shown below. Note that the search operation will search across data contained in all columns of the table.
Zoho Analytics provides a Filter option to easily filter records in your table based on criteria that you specify. You can also apply filters on multiple columns at a time.
To filter data, click Filter. The filter panel will open.
The following is a brief description of various options provided in the Filter Pane when you apply filters.
Zoho Analytics allows you to rearrange rows in a table by sorting values in one or more of its columns.You can sort a column numerically, alphabetically or by date depending on its data type. For example, you can sort a column of dates by their date order, while a column of numbers can be sorted numerically.
To sort the columns, click Sort and then select the required options. The sort options available in Zoho Analytics are:
You can also sort the columns using the arrow icon in the column header.
Find and replace option can help you to locate a value in a column and replace it with another value. This feature can be very useful especially when you are working with large sets of data and have the need to quickly correct/rectify issues in your data set.
Note:
Specify the following details to replace data.
Couple of Points to Note:
Zoho Analytics let you show or hide columns in the table. To show or hide columns, click More > Show/Hide Column. The Show/Hide/Reorder dialog will open. Ensure that only column that you want to show are selected. You can rearrange the column order using the arrow icons.
Freeze Column option allows you to keep specific columns always visible in the table even when you scroll horizontally across the screen. For example, you can freeze columns that identify the records (Ex:- Customer Name, Product ID) in a table so that you can keep track of a record that you are looking, even when you scroll off to the right-most column in the table. You can easily freeze columns by clicking More > Freeze Column.
Zoho Analytics allows you to rearrange the order of columns in a table using drag and drop.
Drag the column into the required position.
Each column has a set of properties like the format, name, data type etc. Column Properties option in the toolbar provides you with options to change these properties any time you want after creating a column.
Zoho Analytics offers options to change the format of a column like an alignment, decimal places, date formats, currency symbol etc., depending on its data type. Using these options you can choose how you would like to have your column data displayed in your table.
To format column click Column Properties > Format Column.
Note:
Formatting options provided in the dialog box changes based on the data type of the selected column. The following table gives a brief description of these options.
Numeric Data Type | |
OPTION | DESCRIPTION |
Alignment | This option can be used to horizontally align the value in the cell. Possible values are left , right and center. |
Units | This option enables you to format the unit value in thousands (K), millions (M) and billions (B).
|
Separator | This option allows you to pick a decimal and thousand separators to be used. Apply User Locale Settings - You can select this option to use separators based on the locale settings of the user. For example, in US locale a comma will be used for a thousand separator and in case of German locale a dot will be used. Thousand - This option can be used to select the type of thousand separator. This option will be enabled for number and decimal type columns. This option will be disabled when you have chosen. Apply User Locale Settings mentioned above. Available options include: Comma, Dot, Space and Single Quote Decimal - This option can be used to select the type of decimal separator. This option will be available only for decimal, currency and percentage columns. Also, this option will be disabled when you have chosen. Apply User Locale Settings mentioned above. Available options include Dot and Comma. |
Currency Symbol | This option enables you to choose the type of currency symbol displayed. You can select the currency symbol you want from the wide variety of symbols available in the drop down list. This option will be enabled for currency type columns. |
Negative Number Display | This options allows you to specify how negative numbers are to be displayed Options available are:
|
Decimal Places | You can use this option to set the number of decimal places to display for decimal, currency and percentage columns. |
Date Data Type: | |
OPTION | DESCRIPTION |
Alignment | This option can be used to horizontally align date in the cell. Possible values are left, right and center. |
Choose Date Format | This option allows you to pick the date format you want, for displaying dates values, from the given list. |
String/Category Data Type: | |
OPTION | DESCRIPTION |
Alignment | This option can be used to horizontally align the text in the cell. Possible values are left, right and center. |
URL Data Type | |
Alignment | This option can be used to horizontally align the text in the cell. Possible values are left, right and center. |
Alternate Text | This option allows you to provide a substitute reader-friendly text that will be shown instead of the actual URL. |
Image | This option allows you to replace the URLs that point to images with the corresponding images. Click here to learn more. |
Couple of points to note on the behavior of the Alternate text (for URL data type columns) feature in various scenarios:
Zoho Analytics allows you to convert the image URLs in your table into the corresponding images.
Follow the steps below to do this:
Open the required table, right-click the required image URL column, and select the Format Column option.
In the popup that appears, choose Image from the Display As drop-down. Please note that the size of the image should not exceed 200 KB.
Choose the required dimension from the Image Dimension drop-down.
You can also provide custom dimensions for the images. Choose Custom from the Image Dimension drop-down and provide the image's dimensions.
You can click the Ratio icon to maintain an aspect ratio between the height and width.
Note: To display the converted images while exporting, ensure the view is exported as an HTML file.
Conditional formatting feature allows you to highlight cells in a column with different background and font colors based on a condition. You have to specify the required conditions/criteria for formatting. When data in a cell meets the condition, Zoho Analytics applies the corresponding formatting style that you have specified. Conditional formatting is currently supported in Tables, Tabular Views and Query Tables.
To apply conditional formatting:
Note:
Zoho Analytics allows you to drill down on your chart, enabling you to do powerful exploratory analytics. With this, You can click on any point in the chart and visualize the underlying data points as a new chart.
You need to configure the drill down path for any given column in the table/query table. For Date colums, Zoho Analytics will set a default path. You can change this as needed. Once the path is configured whenever you use this column in the chart, the corresponding drill path will be followed on drill down.
Follow the steps given below to define the drill down path for a column in a table.
When you use the column (for which the drill down path has been defined) in a chart, then clicking its corresponding data point will drill down to the next level based on the path defined.
The following screenshot illustrates a drill down path set for a text column "Product Category".
In Zoho Analytics changing a column's name is easy. You can rename by clicking Column Properties > Rename Column.
Note:
After creating a table, it is common for you to feel the need to change an already existing column's data type. Let us suppose you initially defined a column to hold text data, you realize later that it actually contains numeric data. In such cases, Zoho Analytics provides you with an option to change the columns data type without losing data in it. However, when changing a column's data type, all the data existing in the column must be compatible with the new data type.
To change data type, click Column Properties > Change Data Type.
Note:
Lookup column relationships in Zoho Analytics are similar to Foreign key relationships in Relational Database. A lookup column is a type of column whose values will be referenced from a column in another table in the same database i.e., it can be used to cross-reference tables in a database. Refer to the topics Relational Data Modeling and Joining Tables to know more about lookup column.
Zoho Analytics provides you with an option to change a column to a lookup column. To change a column to a Lookup column:
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Zoho Analytics can automatically analyze your column's data and create sample reports by picking the meaningful metrics. You can get started with these reports or modify them or create your own. To analyze your column and create reports.
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Zoho Analytics allows you to save a copy of a table in your database. On copying, all formatting, formulas etc., will be retained in the new table too.
Follow the steps given below to copy a table.
Zoho Analytics allows you to export tables that you have into various file formats like CSV, PDF, XLS or HTML files.
To export a table:
In Zoho Analytics you can easily share your table for other users access. You can also set specific permissions on the shared tables, so that the users would be allowed to do only permitted actions when they access the table. The various share options are provided under the Share menu in the toolbar.
Refer to the topic Sharing and Collaboration to know how to share a table.
Note:
Zoho Analytics allows you to publish/embed tables into your websites/web pages or as iGoogle Gadgets or as easy to access URLs. Zoho Analytics also allows you to control the access privileges and permissions provided to the users who access the table.
Refer to the topic Publishing Options to know how to Publish a table.
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