1. What is a workspace?

Previously called reporting databases, workspaces are where you create and manage all your views for reporting and analysis. This allows you to logically group your data sets (stored in entities called Tables) and create insightful reports and dashboards over your data. 

2. How can I create a workspace?

You can create a workspace from the Zoho Analytics homepage. To create a workspace, it is mandatory to give a unique name for your workspaces, whereas workspace descriptions are optional. You can either create a blank workspace or create one by importing data from the various sources.

3. What are the options to create a workspace?

Zoho Analytics provides the following options for creating workspaces:

• Blank workspace

• By importing data from 

  • Files & Feeds

  • Cloud Storage

  • Local Databases

  • Cloud Databases

  • Business Applications

• From Templates

4. How can I create a blank workspace?

You can create a blank workspace in Zoho Analytics, and then proceed to add your data to it. Follow the below steps to create a blank workspace.

• Log in to Zoho Analytics, click on the Import Your Data button found at the top right corner of the screen, and select the Blank Workspace option.

• Provide a name and description for your workspace, and click Create . 

5. How can I create a workspace by importing data from Files & Feeds?

You can import data that is stored locally in tabular file formats like CSV, XLS (Excel), JSON, HTML, etc., into Zoho Analytics for advanced analysis. On importing data from Files or Feeds, a workspace will be automatically created with the imported data. To learn more about importing data from Files and Feeds, click here .

6. How can I create a workspace by importing data from Cloud Storage?

Zoho Analytics enables you to import data stored in cloud drives, such as Google Drive, OneDrive, Dropbox and Box, for advanced reporting and analysis. On importing data from these cloud drives, a workspace will be automatically created with the imported data. To learn more about importing data from cloud drives, click here .

7. How can I create a workspace by importing data from local databases?

Zoho enables you to import data stored in local databases, like MySQL, PostgreSQL, MongoDB, etc., for advanced reporting and analysis. On importing data from local databases, a workspace will be automatically created with the imported data. To learn more about importing data from local databases, click here .

8. How can I create a workspace by importing data from cloud databases?

You can import data stored in cloud databases, like Amazon Redshift, Google BigQuery, Snowflake, etc., into Zoho Analytics for advanced reporting and analysis. On importing data stored in cloud databases, a workspace will be automatically created with the imported data. To learn more about importing data from cloud databases, click here .

9. How can I create a workspace by importing data from other business applications?

Zoho Analytics offers integration with various third party applications. You can import data from a wide range of applications like ServiceDesk Plus, Password Manager Pro, ServiceNow, etc.

Zoho Analytics offers numerous out-of-the-box reports and dashboards on data from these applications, for easier and effective analysis. To learn more about the integrations offered, click here .

10. How can I create a workspace from Templates?

Zoho Analytics offers a useful set of business relevant templates which you can use to easily create your workspace. Follow the steps given below to create a workspace from template.

• Log in to Zoho Analytics, click on the Import Your Data button found at the top right corner of the screen, and select the Templates option.

• Enter the workspace name.

• Select the required template from the options in the Choose Template section, and click Create .

On successful creation, you will be taken inside the workspace where you will see a list of tables and reports created by default for the template that you had chosen. 

The following are the templates provided by Zoho Analytics.

• Google AdWords Campaign Performance Analysis template: Analyze the performance of your Google Adword Campaigns with detailed reports and dashboards.

• Google AdWords Ad Groups Performance Analysis template: Analyze the performance of your Google AdWords Campaigns at the Ad Groups level.

As a popular online advertising avenue for most businesses, it is important to analyze the investments made in Google AdWords and Google AdWords campaigns. In depth analysis of the investments and the returns achieved on any marketing campaign is vital to measure its success and ensure maximum returns for the money invested.

Zoho Analytics enables you to analyze your Google AdWords account's performance easily and gain powerful insights in no time, with the help of the templates listed above. 

The following section provides detailed instructions on using the Zoho Analytics templates for analyzing your Google AdWords Campaigns and Ad Groups.

• Log in to your Google AdWords account and select the Campaigns tab (or the Ad groups tab for analyzing the performance of Ad groups.)

• Select the appropriate date range for which the data is to be analyzed, from the top-right corner of the screen.

• Click Columns , and choose the columns to be imported. Some of the recommended columns for selection are Impressions, Clicks, CTR, Avg CPC, Avg CPM, Cost, Avg Position, Converted clicks, Cost / Converted click, Conversions and Cost. You can also select any additional columns if required.

• Save the report and click the Download report icon. 

• In the Download and Schedule report section that appears, provide a name for the report and select the format as CSV. 

• Click the Add segment link, and select Day from the provided options.

• You can also choose to schedule an email of the report by clicking the Email and Schedule report option. 

• Click Create , and modify the CSV data in the generated report as follows:

  • Open the exported CSV file in any text editor.

  • Delete all extra rows above the column names, as well as the summary statistics rows at the bottom.

  • Save the file.

Follow the steps below to import your AdWords data into Zoho Analytics for advanced analysis and reporting.

• Log in to Zoho Analytics and navigate to the workspace created from the predefined templates. 

• Open the required table, and select the Import Data -> Import Data into this table option. 

• Select the file type as CSV, and choose to import by adding records at the end. This allows you to continually append new AdWords data to the existing data set.

• Click the Local Drive radio button, upload the downloaded Google AdWords CSV file, and click Next . 

• Verify the date format and the default Column mapping displayed, and click Create .

Your AdWords data will be imported into Zoho Analytics. You can use any of the default reports provided to kick-start your advanced analysis, and also create customized reports and dashboards using your AdWords data. 

11. Can I customize the workspace settings?

Zoho Analytics allows you to specify a set of preferences for your workspace which will be applied across the views in the workspace. To learn more about these settings, refer the Workspace Settings page .