Zoho Analytics homepage

1. How do I access the workspaces that I have created in Zoho Analytics?

All the workspaces that you have access to will be listed in the Workspaces tab of the Zoho Analytics homepage. To view the workspaces that you have created, click the Owned button. 

2. How do I access the workspaces that have been shared to me?

To view the workspaces that have been shared to you, navigate to the Workspaces section of the Zoho Analytics homepage, and click the Shared button. This lists the shared workspaces, along with the details of the workspace owner. 

3. How do I access dashboards in Zoho Analytics? 

To view the dashboards that you have access to, navigate to the Dashboards tab in the Zoho Analytics homepage. You can view the dashboards that you have created, or only the ones that have been shared to you, by navigating to the corresponding tabs. To list dashboards specific to individual workspaces, select the required workspace from the All Workspace drop down. 

4. How do I rename a workspace?

Follow the steps below to rename a workspace in Zoho Analytics.

• Navigate to the required workspace in the Zoho Analytics homepage, and click the More Actions icon and select the Rename Workspace option.  

• Modify the workspace name as needed, and click OK.

5. Can I delete a workspace in Zoho Analytics?

To delete a workspace, navigate to the required workspace in the Zoho Analytics homepage, and click the More Actions icon. Select the Delete Workspace option and confirm your action in the popup that appears.

6. How do I copy a workspace?

Follow the steps below to copy a workspace in Zoho Analytics.

• Navigate to the required workspace in the Zoho Analytics homepage, and click the More Actions icon.

• Select the Duplicate Workspace option, provide a name and description for the duplicate workspace, select the With data checkbox, and click OK.

7. Is it possible to create a workspace that is similar to another workspace?

To create a workspace similar to another one in Zoho Analytics, 

• Navigate to the required workspace in the Zoho Analytics homepage, and click the More Actions icon. 

• Select the Duplicate Workspace option and provide a name and description for the duplicate workspace.

• Ensure the With data checkbox is not selected, and click OK.

A new workspace will be created, with the same report and data structure. 

8. Can I bookmark a workspace as favorite? 

To bookmark frequently accessed workspaces, navigate to the required workspace in the Zoho Analytics homepage and click the Star icon. 

9. Is it possible to set a workspace as default?

Setting a default workspace ensures that the workspace will be opened when accessing Zoho Analytics. Follow the steps below to set a workspace as default in Zoho Analytics.

• Navigate to the required workspace in the Zoho Analytics homepage, and click the More Actions icon.

• Select the Mark as Default Workspace option. 

You can also set a workspace as default from the workspace Settings page. Click here to learn more.

10. Is it possible to access any sample workspaces in Zoho Analytics?

Zoho Analytics provides a set of featured sample workspaces, to facilitate a better understanding of the features offered. To access these workspaces, click the Featured Samples button at the bottom of the Zoho Analytics homepage.

The Featured Samples Gallery appears, displaying a wide variety of sample workspaces. You can click on any of these workspaces, and copy them to your Zoho Analytics setup. 

Workspace Explorer

1. What is the Workspace Explorer?

The Explorer is the main page of the workspace from where you can create, access and share the views in your workspace. The following questions discuss the various operations that can be performed from the Explorer.

2. Is it possible to customize the way the tables, reports and dashboards are displayed in the Explorer? 

You can easily modify the way tables, reports and dashboards are displayed in the Explorer page. You can customize the type of view, as well as the way they are grouped. 

Zoho Analytics allows you to display views in the Explorer in either of the following layouts. 

• Grid view: This option displays the views in your workspaces as tiles. 

• List view: This option displays the views as textual list, comprising of the title, description and the last modified date.

You can also modify the way the reports, dashboards and tables are grouped in the Explorer. The following options are available: 

• Folder: The views will be organized according to the folders they are saved in.

• Related Views: Reports that are created over the same table will be grouped together. 

• Types: The reports are organized based on the report type (Chart, Pivot, etc.). 

3. Is it possible to organize the way views are grouped in the side panel? 

Similar to organizing the way reports, dashboards and tables are grouped in the Explorer, you can also customize the report, dashboard and table listing style under the Reports, Dashboards and Data options in the side panel. 

The following options are available: 

• Folder: The views will be organized according to the folders they are saved in.

• Related Views: Reports that are created over the same table will be grouped together. This is applicable only to the Reports tile in the side panel. 

• Types: The reports are organized based on the report type (Chart, Pivot, etc.). 

This customization will be applied across all your workspaces, and will also be reflected in the way search results are listed in the side panel. 

4. Can I create folders and sub-folders in a workspace?

Yes, you can. Follow the steps below to do this. 

• Navigate to the Explorer page and click the +New Folder button in the top right corner.

Note: Ensure the views are organized by folders to view this button. To do this, click the View by button and select the Folder option. Click here to learn more about organizing views in your Explorer.

• In the Create New Folder popup that appears, provide a name and description for the folder. To create a sub-folder, select the folder under which you want to create the sub-folder from the Create Under drop down. Else, select the / option from the Create Under drop down. 

• Select the Make Folder Default checkbox to set this as the default folder in the workspace, and click OK. 

5. Is it possible to move the sub-folder of one folder to another within a workspace?

Yes, you can. Follow the steps below to do this. 

• Navigate to the Explorer page and right-click the required sub-folder.

• Select the Move to option and choose the required folder from the options listed. 

6. Can I make parent folders as sub-folders within another folder, and vice versa?

Yes. Follow the steps below to do this.

• Navigate to the Explorer page and right-click the required parent or sub-folder.

• Select the Move to option and choose the required folder from the options listed. 

7. Is it possible to turn a sub-folder into a parent folder?

Yes. Follow the steps below to do this. 

• Navigate to the Explorer page and click the Actions icon that appears on mouse over the required sub-folder.

• Select the Move as Parent Folder option.

8. Is it possible to mark a sub-folder as a default folder?

Yes. Follow the steps below to do this:

• Navigate to the Explorer page and click the Actions icon that appears on mouse over the required sub-folder.

• Select the Make Folder Default option.

9. Is it possible to move views from one folder to another within a workspace? 

You can easily move reports, dashboards or tables from one folder to another within a workspace in Zoho Analytics. Follow the steps below to do this.

• If the views in the Explorer page are displayed as grids, click the More Actions icon on the top right corner of the required report, dashboard or table. If the views are displayed in a list, click the Actions icon that appears near the report, dashboard or table name on mouse over.

• Select the Move to folder option and choose the required folder from the options listed. 

The selected report, dashboard or table will be moved to the chosen folder. 

10. Is there an easy way to search for a report, dashboard or table in the workspace? 

Zoho Analytics provides a powerful search engine in the Explorer page, which enables you to find a specific view within seconds. To do this, type in the name of the report, dashboard or table in the Search bar at the top of the Explorer page. You can filter the search results further, by selecting the type of view that is to be displayed. 

11. Is it possible to bookmark important views in a workspace?

You can do this by clicking the Favorite icon that appears near each view in the Explorer page. To view the bookmarked views, click the My favorite option at the top of the page. 

12. How do I view the workspace's data source? 

To view the source from which data has been imported into the workspace, click the Data Sources button from the side panel of the required workspace. The workspace's data sources will be listed, and clicking on a required data source will display the import configurations of that source. 

13. Can I view the dependency details of a table or a report?

You can easily access the details of views that are dependent on a particular report, table or query table in Zoho Analytics.

Open the required report, click the More icon and select the Dependency Details option. Every table that the report is dependent on will be listed on the screen that appears. 

You can further view the dependency details of these tables by clicking the Child Views icon at the top right corner of every tile. 

Open the required table, click the More button and select the Dependency Details option. Every report that is dependent on this table will be listed.

A query table in Zoho Analytics is created using other tables, and these tables are referred to as Level 1 dependent tables, with respect to the query table. However, if the query table is created using another query table, the tables used for creating the second query table are said to be Level 2 dependent tables, with respect to the first query table. 

While viewing the dependency details of query tables in Zoho Analytics, you can also view their level of dependency. Follow the steps below to access a query table's dependency details.

• Open the required query table, click the More button and select the Dependency Details option. The following options are available:

  • By Views: This option lists only the Level 1 tables, and the reports that are created using the query table.

• By Tables: This option provides a list of every child and parent table of the query table, based on their dependency level.

14. Is it possible to recover the views that have been deleted in Zoho Analytics? 

To recover deleted reports, dashboards and tables in Zoho Analytics, click the Trash option under the More button from the side panel. This opens the Trash page, which lists the views that have been recently deleted in the workspace. Navigate to the required visualization, and click the Restore button that appears on mouse over.

Note: Deleted views will be retained in the trash for only 45 days.