Welcome to Portal
Zoho Analytics is a self-service BI and data analytics software that lets you analyze your data, create stunning data visualizations, and discover hidden insights in minutes.
It offers the following important capabilities:
Zoho Finance Advanced Analytics Connector enables you to import the organization data in your Zoho Finance apps (Zoho Books, Zoho Invoice, Zoho Subscriptions, Zoho Inventory, and Zoho Expense) into Zoho Analytics for advanced reporting and analysis. This connector brings in all the capabilities of Zoho Analytics described in the previous question to Zoho Finance users.
Users with paid accounts of Zoho Finance apps and Zoho Analytics (atleast the Basic plan) can avail this connector.
As a Zoho Finance users, subscribing to this connector brings you immense benefits. You get to look at your data in Zoho Finance apps in ways you haven't looked at before. Using this Zoho Analytics connector enables you to do powerful analysis of your organization data and create insightful reports & dashboards. You can create reports like Debt to Assets ratio by month, EBIT margin for the last 12 months, Top 10 products by invoice and much more with ease.
Zoho Analytics drag-and-drop based reporting is so easy to use that you could create any report or dashboard on your Zoho Finance data with no IT help or technical knowledge and share them to your colleagues.
The Zoho Analytics Advanced Analytics Connector for Zoho Finance works as below.
Refer to this section to know more about how to set up the Zoho Analytics connector.
The advantage of using the Zoho Finance Advanced Analytics add-on over the reports tab inside Zoho Finance apps is tabulated below.
Reporting Module | Zoho Finance Advanced Analytics |
Users will not be able to create new reports, but access basic reports such as balance sheet, profit and loss, etc. | It offers over 25+ chart types along with pivot, summary, and tabular views . Users can create any type of report to suit their needs. |
Cannot create dashboards. | Users can create dashboards to view all the reports in a single page layout. |
Cannot create KPI Widgets. | Allows creation of KPI widgets to track and monitor the key performance metrics. Supports 6 types of single number widgets and 2 types of chart type widgets. |
Cannot combine data to create reports. | All the modules from an Organization will be joined by default using lookup columns. Users can create reports using the columns across any number of modules. |
Cannot combine and analyze data from different sources. | Can combine data from any resources for advanced reporting and analysis. |
Cannot create reports combining data from Zoho CRM etc. | A lookup relationship between the modules of Zoho CRM and the modules of Zoho Finance will be created automatically. |
The reports that you create cannot be shared. | You can share the reports and dashboards that you create to any user. All that the user has to do is sign in to Zoho Analytics to view the report. |
Does not allow the users to embed the reports that they create. | Users can embed the reports that they create in a website or blog. |
Does not offer formula engine. | Offers a powerful formula engine . |
Limited customizations. | Offers a wide range of customizations. |
The Zoho Finance Advanced Analytics connector is available in all the paid plans of Zoho Analytics. Refer to the Zoho Analytics pricing page .
Yes, we do provide a 15-day free trial for this connector from the date of setup.
Anyone to whom you privately share your workspaces, tables (data), reports and dashboards, created in Zoho Analytics, for collaboration is considered a " User " in Zoho Analytics. A user is identified by his/her unique email address, with which their Zoho Analytics account was created/registered.
Suppose you subscribe to the Zoho Analytics Standard plan, you can privately share the data/reports in your account and collaborate with 4 other people. Now your Zoho Analytics account is said to have 5 users (including yourself). Click to know more about the Zoho Analytics user model.
In Zoho Analytics, a row or record is defined in the same context as in a Workspace (or spreadsheet). In simple terms, a table consists of rows (records) and columns (fields). Each row in a table represents a set of related data and has the same structure. For example, in a table that represents "Invoices", each row would represent a single invoice record. The number of rows calculated for pricing, is the sum of all rows/records stored across all your Workspace tables in your Zoho Analytics account.
You can set up the Zoho Analytics connector either from Zoho Finance apps or from Zoho Analytics.
From Zoho Analytics Interface
The below presentation shows you how to set up the connector from Zoho Analytics interface.
From Zoho Finance apps Interface
The below presentation shows you how to set up the connector from Zoho Books interface. You can similarly set up the connector from Zoho Invoice, Zoho Subscriptions, or Zoho Inventory as well.
Shown below is a video on how to import a Zoho Books organization.
For more information refer:
Initial data import will take from a few minutes to a couple of hours depending on the volume of the data. You will receive an email notification once the import is complete. If you access the workspace before the initial fetch, it will not display any data.
Below are a few useful links:
Data from the following modules in Zoho Finance will get synchronized with Zoho Analytics.
Zoho Books Modules
Zoho Invoice Modules
Zoho Subscriptions Modules
Zoho Inventory Modules
The base organization serves as the reference organization while importing data from multiple organizations.
The following are a few points to be considered while specifying your base organization:
The Organization ID column available in the imported tables will help identify the organization from which the data is being imported. The Organization table will contain the Organization Names associated with the Organization ID .
The import/sync process of your organization data from the Zoho Finance app can fail sometimes, due to a variety of reasons. Hence you may receive such mails occasionally. The Zoho Analytics team will look into it immediately and get back to you, after taking the required corrective action.
Case 1: You will receive the Setup Process Failed mail when there is a failure during the initial fetch. In this case we request you to:
If the issue persists please do write to support@zohoanalytics.com . We will look into it and get back to you immediately.
Case 2: You will receive the Synchronization Failed mail if there is any failure during the data synchronization process between Zoho Finance and Zoho Analytics, after the initial setup & import of data. This might be a momentary failure due to any internal issues. This import schedule will get suspended if there are five successive failures.
Yes, you can import custom fields from Zoho Finance. You can add the custom fields by selecting the fields either while setting up the connector or by using the Edit Setup option.
In this case, the table names of the same modules from different organizations will be as given below. Say, you are importing Accounts modules from multiple Zoho Finance organizations, then your table names will be,
After importing the required data, join the related tables using a look-up column relationship or query . You can then create reports and dashboards over this data. Read more about setting up Zoho Finance organizations .
You can choose to synchronize data at one of the intervals mentioned below.
Note:
Yes, you can edit the synchronization setting if you are the administrator of the Zoho Analytics account.
From Zoho Finance
Log into one of your Zoho Finance app account and open the organization that you wish to edit. Here we are going to edit the Zoho Books organization. The steps to edit your Zoho Invoice, Zoho Subscriptions, or Zoho Inventory setup is same as shown below.
From Zoho Analytics
While importing from multiple Zoho Finance organizations, you can edit the settings of the Base Organization. You can also choose to exclude/include other organizations from here.
Yes, you can synchronize your Zoho Finance organization data instantly when needed.
To synchronize your data instantly:
Zoho Finance organization data will get instantly synchronized.
Yes, you can setup the connector in your Zoho CRM Advanced Analytics workspace to analyze data together. This will be of utmost use for those who have integrated Zoho Finance with Zoho CRM. For example, users can create reports like deals to invoice funnel, open invoices by amount and count etc using the data from Zoho Books and Zoho CRM. Refer Cross-Functional Analytics with Zoho Applications section to know more.
No, you cannot. Data from Zoho Finance organization gets automatically synched into Zoho Analytics. You cannot edit any of this data or add new data records in the synced tables from within Zoho Analytics.
No, you cannot add new columns. But, you can add Formula Columns and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas in Zoho Analytics to know more.
Yes, you can add new data tables. Click Create > New Table/Import Data to add a new table in the existing Zoho Finance Advanced Analytics Workspace.
With this feature, you can import data from other sources or add data manually into your Zoho Finance Advanced Analytics workspace to analyze and create reports. You can also import data from other business applications. With Zoho Analytics API you can integrate data from other applications.
Refer:
It will be setup in the corresponding Zoho Analytics account of the Zoho Finance app Administrator who configured this connector. Only one Zoho Analytics setup per organization is allowed.
At present, we do not provide an option to do so in the user interface. If you require this transfer, please do mail us to support@zohoanalytics.com and we will do this for you.
Yes, you can do this. If the account on which the trial is configured is not upgraded after trial expiry, then the account will be downgraded to free plan and eventually the sync will also be deleted. In this case you will be able to set up the synchronization in the account only by purchasing the Connector.
To remove the setup,
From Zoho Finance
Log into your Zoho Finance account and open the organization that you wish to deactivate.
From Zoho Analytics
Zoho Analytics will synchronize the data specified in this question into the Zoho Finance Advanced Analytics workspace. You can create reports using this data.
You can configure multiple Zoho Finance organizations setup in Zoho Analytics and then create consolidated reports and dashboards from the same. The following methods explain how to import data from multiple Zoho Finance organizations:
Method 1 : Organizations with same base currency
You can create consolidated reports from all your Zoho Finance organizations in Zoho Analytics using the Import Multiple Organization Data option. This option allows you to import data from multiple Zoho Finance organizations into a single workspace and combine the data together in the same data tables. This enables you to get consolidated insights from your financial metrics (balance report, P&L report, etc.,) or your non-financial metrics (sales across organization) across multiple organizations.
Say, a company offering dealerships across the country can analyze the financial and non-financial metrics of all their dealers together in one place using this feature. Read more .
Method 2 : Organizations with different base currency
You can individually configure the required Zoho Finance organizations, using the Import Single Organization Data option, in the same workspace.
You can also import data from multiple Zoho Finance organizations into multiple Zoho Analytics workspaces. You can then add the data from these workspaces into a single workspace using the Import from Zoho Analytics Workspace option. This option will be useful when you want to analyze the data from multiple Zoho Finance organizations separately and combine only a few tables.
Once you have all the required data in a single workspace, you can combine them by creating a look-up column relation or query tables.
You can refer to the below presentation to know how to create your own reports & dashboards using Zoho Analytics.
Also refer:
Yes. Columns from across different tables can be dragged and dropped to create a report. Refer to our Creating Reports section to know how to create reports.
Zoho Analytics supports a wide variety of reports.
When you set up/configure the Zoho Finance Integration Connector, 150+ default reports & dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your Zoho Finance organization data effectively.
Formulas, as the name indicates, are calculations that you could define in Zoho Analytics to help you create the required reports. Zoho Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the required reports. Refer Adding Formulas in Zoho Analytics to know more.
The following are the default formulas added by Zoho Analytics. You can view these formulas by opening the corresponding table and selecting Add > Edit Formulas.
Zoho Books
The following are the default formulas in the Accounts table.
Formula Name | Formula Type | Formula | Description |
Account Type Balance Sheet | Formula Column | If ("Account Type" = 'Stock', 'Other asset', "Account Type") | Displays the account type |
Account Group | Formula Column | If ("Account Type" in ('Accounts Receivable','Bank','Cash','Other Current Asset','Stock') and "Account Base Type" = 'Asset','Total Current Assets', If ("Account Base Type" = 'Asset' and "Account Type" in ('Fixed Asset'),'Total Fixed Assets', If ("Account Base Type" = 'Liability','Total Current Liabilities', If ("Account Base Type" = 'Equities','Total Equities',if("Account Base Type" in ('Income','Expense'),'Equites','') )))) | Groups the account into various categories |
Balance Sheet Base Type | Formula Column | If ("Account Base Type" in ('Liability','Expense','Income'),'Total Liabilities & Equities',"Account Base Type" ) | Displays the balance sheet base type |
Balance Sheet Account Type | Formula Column | If ("Account Base Type" in ('Income','Expense'),'',"Account Type") | Displays the balance sheet account type |
Balance Sheet Account Name | Formula Column | If ("Account Base Type" in ('Income','Expense'),'',"Account Name") | Displays the balance sheet account name |
P&L Base Type | Formula Column | If ("Account Base Type" in ('Income'),'Total Operating Income',"Account Base Type" ) | Displays the profit and loss base type |
Account Type P&L | Formula Column | If ("Account Type" in ('Income'), 'Total Operating Income', If ("Account Type" in ('Cost Of Goods Sold'),'Total Cost of Goods Sold', If ("Account Base Type" in('Expense') and"Account Type" not in ('Cost Of Goods Sold'),'Total Operating Expense',"Account Type"))) | Displays the account type based on profit and loss |
Cash Flow - Type | Formula Column | If_case ("Account Type",equals( 'Other Current Asset' , 'Accounts Receivable' , 'Liability' , 'Other Current Liability' , 'Credit Card' , 'Accounts Payable' , 'Other Liability' , 'Stock' , 'Overseas Tax Payable' , 'Output Tax' , 'Input Tax' ) ,'A. Cash Flow From Operating Activities',equals( 'Asset' , 'Other Asset' , 'Fixed Asset' ),'B. Cash Flow From Investing Activities',equals( 'Cash' , 'Bank' , 'Income' , 'Other Income' , 'Expense' , 'Cost Of Goods Sold' , 'Other Expense' , 'Payment Clearing Account' , 'Prepaid Card' ),'0','-1') | Displays the Cash Flow Type |
Base Type P&L | Formula Column | If ("Account Base Type" in ('Income'),'Total Operating Income', If ("Account Type" in ('Cost Of Goods Sold'),'Total Cost of Goods Sold', If ("Account Base Type" in('Expense') and"Account Type" not in ('Cost Of Goods Sold'),'Total Operating Expense',"Account Type"))) | Displays the profit and loss base type |
The following are the default formulas in the Bills table.
Formula Name | Formula Type | Formula | Description |
Age in Days | Formula Column | datediff (now(),"Bills"."Bill Date") | Number of days since the last bill date |
Age in Tier | Formula Column | If ( "Age in Days" >= 0, I f( "Age in Days" <= 30, '1. 0 - 30 days', If ( "Age in Days" <= 60, '2. 31 - 60 days', If ( "Age in Days" <= 90, '3. 61 - 90 days', If ( "Age in Days" <= 180, '4. 91 - 180 days','5. Above 180 days')))), '6. Negative - Not Valid') | .Classifies the time spent on a bill to close it, into different time period baskets, e.g., within 30 days, within 60 days etc., |
Discount Rate | Formula Column | "Discount"*"Sub Total (BCY)"/100 | Displays the discounted amount rate |
Balance | Formula Column | If ("Status"='Sent',"Sub Total (BCY)",0) | Displays the balance in the account |
Pending Bills Count | Aggregate Formula | Countif ("Bills"."Status" in ('Sent','Draft')) | Displays the count of total outstanding bills |
Paid Bills | Aggregate Formula | Countif ("Bills"."Status" in ('Paid')) | Displays the count of paid bills |
Pending Payables | Aggregate Formula | Sumif ("Bills"."Status" in ('Sent'),"Bills"."Total (BCY)") | Displays the total amount of bills to be paid |
Avg. Purchase Value | Aggregate Formula | Sum ("Bills"."Total (BCY)")/Count("Bills"."Bill ID") | Displays the average value of each purchase |
Discount % | Aggregate Formula | Sum ("Bills"."Discount")/Sum("Bills"."Total (BCY)")*100 | Displays the discounted amount in percentage |
The following are the default formulas in the Expenses table.
Formula Name | Formula Type | Formula | Description |
Status | Formula Column | If ("Is Billable"=1,'Billable','Non-Billable') | Displays the current status of the expenses made |
Billable Expenses | Aggregate Formula | Countif ("Expenses"."Is Billable" = '1') | Displays the count of expenses that can be recovered |
Non-Billable Expenses | Aggregate Formula | Countif ("Expenses"."Is Billable" = '0') | Displays the count of expenses that cannot be recovered |
The following are the default formulas in the Expense Claim table.
Formula Name | Formula Type | Formula | Description |
Reimbursement | Formula Column | If ("Claim Reimbursement"=1, 'Reimbursed', 'Not Reimbursed') | Displays the reimbursement status |
Expense Type | Formula Column | If (Day("Expense Date")>=1 and Day("Expense Date")<=3 and "Status"='approved', 'unsubmitted',"Status") | Displays the expense type |
YTD Expenses | Aggregate Formula | YTD ( Sum ("Expense Claim"."Total (BCY)"),"Expense Claim"."Expense Date") |
Displays the total year to date expense
|
The following are the default formulas in the Invoices table.
Formula Name | Formula Type | Formula | Description |
Age In Days | Formula Column | datediff (now(), "Invoice Date") | Number of days since the last sales invoice date |
Age Tier | Formula Column | If ( "Age in Days" >= 0, If ( "Age in Days" <= 20, '1. 0 - 30 days', If ( "Age in Days" <= 60, '2. 31 - 60 days', If ( "Age in Days" <= 90, '3. 61 - 90 days', If ( "Age in Days" <= 180, '4. 91 - 180 days','5. Above 180 days')))), '6. Negative - Not Valid') | .Classifies the time spent on a invoice to close it, into different time period baskets, e.g., within 30 days, within 60 days etc., |
Discount Amount | Formula Column | ("Sub Total (BCY)"*"Discount (%)")/100 | Displays the discounted amount |
Type | Formula Column | If ("Subscription ID",'Subscription','Invoice') | Displays the invoice type |
Paid Invoice Value | Aggregate Formula | Sumif ("Invoices"."Invoice Status" = 'Closed',"Invoices"."Total (BCY)") | Displays the paid amount in the invoice |
Avg Sales Value | Aggregate Formula | Sum ("Invoices"."Total (BCY)")/count(DISTINCT(("Invoices"."Invoice ID"))) | Displays the average sales value |
Pending Receivables | Aggregate Formula | Sumif ("Invoices"."Invoice Status" = 'AUTHORISED',"Invoices"."Total (BCY)") | Displays the current pending invoices |
Revenue from New Subscriptions | Aggregate Formula | SumIf (month("Subscriptions"."Start Date") = month("Invoices"."Invoice Date") and Year("Subscriptions"."Start Date") = year("Invoices"."Invoice Date") and "Invoices"."Invoice Status" not in ('Void','Draft'), Ifnull ("Invoices"."Sub Total (BCY)",0),0) | Displays the revenue gained from new subscriptions |
Unpaid Invoice Count | Aggregate Formula | Countif ("Invoices"."Type" = 'Subscription' and "Invoices"."Invoice Status" = 'Overdue') | Displays the remaining amount to be paid in the invoice |
Average LTV | Aggregate Formula | Avgif (("Subscriptions"."Expired Date" is not null and "Invoices"."Type" = 'Subscription'),"Invoices"."Sub Total (BCY)",0) | Displays the average lifetime value |
Revenue from Subscriptions | Aggregate Formula | Sumif ("Invoices"."Subscription ID" is not null and "Invoices"."Invoice Status" not in ('Draft','Void'),( Ifnull ("Invoices"."Sub Total (BCY)",0)),0) | Displays the revenue from subscriptions |
Revenue from Existing Subscriptions | Aggregate Formula | "Invoices"."Revenue from Subscriptions"-"Invoices"."Revenue from New Subscriptions" | Displays the revenue from existing subscriptions |
ARPU | Aggregate Formula | "Invoices"."Revenue from Subscriptions"/distinctcount("Subscriptions"."Customer ID") | Displays the average revenue per user |
LTV | Aggregate Formula | Sumif ("Subscriptions"."Expired Date" is not null and "Invoices"."Invoice Status" not in ('Void','Draft'),"Invoices"."Sub Total (BCY)",0) | Displays the sum of lifetime value |
YTD Revenue | Aggregate Formula | YTD ( Sumif ("Invoices"."Type" in ('Subscription'), Ifnull ("Invoices"."Sub Total (BCY)",0),0),"Invoices"."Invoice Date") | Displays the year to date revenue |
New Subscriptions | Aggregate Formula | Countif (month("Subscriptions"."Start Date") = month("Invoices"."Invoice Date") and Year("Subscriptions"."Start Date") = year("Invoices"."Invoice Date") and "Invoices"."Type" in ('Subscription')) | Displays the count of new subscriptions |
Open Invoices Value | Aggregate Formula | Sumif ("Invoices"."Invoice Status" = 'Open',"Invoices"."Total (BCY)") | Displays the sum of all open invoices |
Paid Invoices Count | Aggregate Formula | Countif ("Invoices"."Invoice Status" = 'Closed') | Displays the sum of paid invoices |
Open Invoices Count | Aggregate Formula | Countif ("Invoices"."Invoice Status" = 'Open') | Displays the count of open invoices |
YTD Invoices Count | Aggregate Formula | YTD ( Count ("Invoices"."Invoice ID"),"Invoices"."Invoice Date") | Displays the year to date invoices count |
MTD Invoices Count | Aggregate Formula | MTD ( Count ("Invoices"."Invoice ID"),"Invoices"."Invoice Date") | Displays the month to date invoices count |
YTD Invoice Value | Aggregate Formula | YTD ( Sum ("Invoices"."Total (BCY)"),"Invoices"."Invoice Date") | Displays the year to date invoices value |
MTD Invoice Value | Aggregate Formula | MTD ( Sum ("Invoices"."Total (BCY)"),"Invoices"."Invoice Date") | Displays the month to date invoices value |
MTD Sales Order Value | Aggregate Formula | MTD ( Sum ("Invoices"."Total (BCY)"),"Invoices"."Invoice Date") | Displays the month to date sales order value |
YTD Sales order count | Aggregate Formula | YTD ( Count ("Invoices"."Invoice ID"),"Invoices"."Invoice Date") | Displays the year to date sales order value |
Closed Invoices Count | Aggregate Formula | Countif ("Invoices"."Invoice Status" = 'Closed') | Displays the count of closed invoices |
Invoice Overdue Count | Aggregate Formula | Countif ("Invoices"."Invoice Status" = 'Overdue') | Displays the count of overdue invoices |
Invoice Overdue Amount | Aggregate Formula | Sumif ("Invoices"."Invoice Status" = 'Overdue',"Invoices"."Total (BCY)",0) | Displays the total invoice overdue amount |
The following are the default formulas in the Invoice Items table.
Formula Name | Formula Type | Formula | Description |
Sales without Tax | Aggregate Formula | Avg ("Invoices"."Total (BCY)")-sum("Invoice Items"."Tax Amount") | Displays the total sales amount excluding the tax amount |
Cost Of Sales | Aggregate Formula | Sum ( if ("Invoices"."Invoice Status" = 'Closed' and "Invoice Items"."Product ID" is not null ,"Items"."Purchase Price"*"Invoice Items"."Quantity",0)) | Displays the total cost of the goods sold |
Sales Value | Aggregate Formula | Sumif ("Invoices"."Invoice Status" = 'Closed',"Invoice Items"."Total (BCY)") | Displays the sales value |
Projected Profit | Aggregate Formula | "Invoice Items"."Sales Value"-"Invoice Items"."Cost Of Sales" | Displays the estimated profit |
Profit % | Aggregate Formula | "Invoice Items"."Projected Profit"*100/"Invoice Items"."Sales Value" | Displays the percentage of Profit generated |
Reimbursed Expenses | Aggregate Formula | Distinctcount ( if ("Invoices"."Invoice Status" = 'Closed' and "Invoice Items"."Expense ID" is not null ,"Invoice Items"."Invoice ID",null)) | Displays the count of reimbursed expenses |
Reimbursed Expense Amount | Aggregate Formula | Sumif ("Invoices"."Invoice Status" = 'closed' and "Invoice Items"."Expense ID" is not null ,"Expenses"."Total (BCY)") | Displays the amount of reimbursed expenses |
Avg Sales per Order | Aggregate Formula | "Invoice Items"."Sales Value"/ Count ("Invoice Items"."Invoice ID") | Displays the average sales per order value |
Avg Profit per Order | Aggregate Formula | "Invoice Items"."Projected Profit"/ Count ("Invoice Items"."Invoice ID") | Displays the average profit per order |
The following are the default formulas in the Sales Orders table.
Formula Name | Formula Type | Formula | Description |
MTD Sales Orders Value | Aggregate Formula | MTD ( Sum ("Sales Orders"."Total (BCY)"),"Sales Orders"."Order Date") | Displays the sum of month to date sales order |
YTD Sales Orders Count | Aggregate Formula | YTD ( Count ("Sales Orders"."Sales order ID"),"Sales Orders"."Order Date") | Displays the count of year to date sales order |
The following are the default formulas in the Sales Order Item table.
Formula Name | Formula Type | Formula | Description |
Item Fill Rate | Aggregate Formula | Sum ("Sales Order Item"."Quantity Shipped")/ Sum ("Sales Order Item"."Quantity")*100 | Displays the total rate at which the items are filled |
Orders Shipped in Full | Aggregate Formula | Sumif ("Sales Order Item"."Quantity Shipped" = "Sales Order Item"."Quantity","Sales Order Item"."Quantity",0) | Displays the total quantity of orders shipped |
Customer Order Fill Rate | Aggregate Formula | "Sales Order Item"."Orders Shipped in Full"/ Sum ("Sales Order Item"."Quantity")*100 | Displays the total number of customer demands met by immediate stock |
Committed Stock | Aggregate Formula | ( Sumif ("Sales Orders"."Status" NOT IN ('draft','void'), Ifnull ("Sales Order Item"."Quantity",0),0)- Sumif ("Sales Orders"."Status" NOT IN ('draft','void'), Ifnull ("Sales Order Item"."Quantity Invoiced",0),0)- Sumif ("Sales Orders"."Status" NOT IN ('draft','void'), Ifnull ("Sales Order Item"."Quantity Cancelled",0),0)) | Displays the sum of total stock committed for sale |
The following are the default formulas in the Shipment Order table.
Formula Name | Formula Type | Formula | Description |
Delivered Shipments | Aggregate Formula | Countif ("Shipment Order"."Status" = 'delivered') | Displays the total count of delivered shipments |
Average Shipment Cost | Aggregate Formula | Sum ("Shipment Order"."Shipping Charge")/ Count ("Shipment Order"."Shipment ID") | Displays the average shipment cost |
Shipment Delivered % | Aggregate Formula | "Shipment Order"."Delivered Shipments"/ Count ("Shipment Order"."Shipment ID")*100 | Displays the total percent of delivered shipments |
The following are the default formulas in the Sales Return Items table.
Formula Name | Formula Type | Formula | Description |
Quantity | Aggregate | "Receivable Quantity" + "Credit Only Quantity" | Displays the quantity of returned items |
The following are the default formulas in the Trips table.
Formula Name | Formula Type | Formula | Description |
Duration of Trip | Formula Column | Datediff ("End Date", "Start Date") | Displays the number of days of a trip taken |
International or Domestic | Formula Column | If ("Is International"=1, 'International', 'Domestic') | Mentions if the trip was international or domestic |
YTD Trip Count | Aggregate Formula | YTD ( Count ("Trips"."Trip ID"),"Trips"."Start Date") | Displays the year to date trip count |
Average Duration | Aggregate Formula | Avg ("Trips"."Duration of Trip") | Displays the average duration between trips |
Average Cost per Trip | Aggregate Formula | Avg ("Trips"."BCY Amount") | Displays the average cost per trip |
The following are the default formulas in the Vendor Credits table.
Formula Name | Formula Type | Formula | Description |
Applied Credits | Aggregate | Sumif ("Vendor Credits"."Vendor Credit Status" = 'closed',"Vendor Credits"."Total (BCY)",0) | Displays the sum of credits applied |
You can also add your own formulas to derive your own calculations in Zoho Analytics. To know how to create your own formulas refer to the Adding Formulas in Zoho Analytics help page.
Yes, you can join data from multiple tables to create the reports. Refer to Joining Tables in Zoho Analytics for detailed help on this.
Zoho Analytics allows you to drive the data required by writing standard SQL SELECT Queries. This feature is called Query Tables. With Query Tables, you can also combine data from different tables and create reports from the same. View the create Query Tables in Zoho Analytics video to know more.
You can easily share the default reports provided in the Zoho Analytics connector and also the reports you create using the share option. Refer to Sharing and Collaboration video to learn more.
Once you privately share a report to your colleagues they will be able to access the same from the Zoho Analytics service.
When a Zoho Finance Administrator configures the Zoho Finance - Zoho Analytics connector, the tables and reports will be available only to him/her, by default. The Administrator has to share the 'Zoho Finance Advanced Analytics' workspace with other members of the organization. Only then will the default reports be accessible by those members. Let's say the Administrator has shared the Workspace with other members in the organization. A member creates his/her own reports. Those reports will be available only to him/her alone unless he/she shares them with others.
To know more, refer to Sharing and Collaboration help page.
The Zoho Finance Administrator who has setup the connector should share the tables present in Zoho Finance Advanced Analytics workspace with other members of the organization. Once this is done, the shared users can create reports based on those tables.
To know more, refer to Sharing and Collaboration help page.
Zoho Analytics offers three user roles - Account Administrator, Workspace Administrator, and User. Click to know more about the Zoho Analytics Organization Model and User Roles .
This is the expected behavior. If the user being shared to is a Workspace Administrator, he/she can edit the reports. If a normal user wants to edit a report, what he/she can do is to use Save As to save the report in a different name in his account. This report can then be edited.
Yes, you can. Refer to Apply filter criteria help documentation to know how this can be done.
Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click to know more.
In order to print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click to know more.
If you are the Administrator of the Zoho Analytics connector or a Workspace Administrator, you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule help documentation .
You can easily embed the reports & dashboards created in Zoho Analytics in your website, web application, or blog. Refer Embedding in Web Pages/Blogs to know more about this.
Zoho users can integrate Zoho Finance with other useful Zoho applications such as Zoho CRM, Zoho Desk, Zoho Creator, Zoho Projects, Zoho BugTracker, and Zoho Recruit. If you are a ManageEngine user then you can perform cross-functional analytics on the data from ManageEngine ServiceDesk Plus and ManageEngine SupportCenter Plus. This means users who are using Zoho Finance with other products can import all the data into a single workspace and perform cross-functional analytics.
Click to learn more about each of these integrations in detail.
You can import the data from the Zoho applications into a single Zoho Finance Advanced Analytics workspace to analyze the data together.
To import data from the Zoho Apps,
A lookup relationship between the modules of Zoho CRM and the modules of Zoho Finance will be created automatically. We are yet to come up with this model for other Zoho applications. Until then, you can manually create a lookup relationship between those modules. To know more, refer to joining tables help documentation .
To set up the Zoho Finance connector into your Zoho CRM Advanced Analytics workspace,
Once the setup is completed, the Zoho Finance data will be imported into your Zoho CRM Advanced Analytics workspace. A set of reports and dashboards will be created automatically in Zoho Analytics by default. You can also manually create reports combining the modules of both Zoho CRM and Zoho Finance as desired.
Data blending is yet to be supported for multiple organizations' data.
As of now, you can blend data from only one Zoho Finance organization with Zoho CRM in Zoho Analytics. It is not possible to link multiple organizations from one data source to another data source in Zoho Analytics.
You can import data from all the popular business applications that Zoho Analytics offers integration with.
To import data from the third party business apps,
No, a lookup relationship will not be created between the Zoho Finance modules and the modules of the application that you are trying to import automatically.
To manually create a lookup relationship refer this help link.
Refer to Cross-Functional Analytics with Zoho Applications section, to know how to combine your Zoho Finance and Zoho CRM data
Zoho Books allows you to associate ' Reporting Tags ' with transactions created in Zoho Books. Once you associate the tag(s) with transactions, you can use it to create reports based on the particular tag(s). Click here to learn about creating 'Reporting Tags' in Zoho Books .
Zoho Analytics allows you to synchronize this data from Zoho Books for report creation and analysis. Let us now see how this can be done.
Assume you have created a reporting tag named Location in Zoho Books, to capture the location of your customers, and associate it with the Invoices being created. (To know how to associate a Reporting tag to a transaction, click here ).
Data from the reporting tag(s) will be available as another field(s) in the corresponding transaction module so that you can import into Zoho Analytics. In our case, Location will be listed under the Invoice Items Module. You can import this data by selecting this field either at the time of the setup or by editing the setup in Zoho Analytics.
Once the data is imported you can create reports using the data in the reporting tag column. Refer to this presentation to learn about creating reports.
You can collate data from two or more tables by creating a query table. In this solution, we will use this feature to combine data from two or more Zoho Finance organization data tables to create consolidated reports.
To create a query table in Zoho Analytics, follow the below steps:
SELECT
' Zylker Chennai as 'Org Name',
"Account ID" ,
"Customer " ,
"Vertical " ,
"Warehouse" ,
"Transaction Date" ,
"Accrual Transaction ID" ,
"Entity Type" ,
"Debit or Credit" ,
"Vendor ID" ,
if("Debit or Credit" = 'credit', "Transaction Amount (BCY)" , 1 * "Transaction Amount (BCY)") as 'Transaction Amount (Credit - debit)',
if("Debit or Credit" = 'debit', "Transaction Amount (BCY)", - 1 * "Transaction Amount (BCY)") as 'Transaction Amount 1 (debit - credit)' ,
"Taxable Amount (BCY)" ,
"Taxable Amount (FCY)" ,
"Tax ID" ,
"Entity ID" ,
"Reference No." ,
"Transaction Number" ,
"Transaction Date" as "Date" ,
"Transaction Amount (BCY)" ,
"Transaction Amount (FCY)"
FROM " Accrual Transactions (Zylker Chennai) "
UNION ALL
SELECT
' Zylker Delhi as 'Org Name' ,
"Account ID" ,
"Customer" ,
"Vertical" ,
"Warehouse" ,
"Transaction Date" ,
"Accrual Transaction ID" ,
"Entity Type" ,
"Debit or Credit" ,
"Vendor ID" ,
if("Debit or Credit" = 'credit', "Transaction Amount (BCY)" , 1 * "Transaction Amount (BCY)") as 'Transaction Amount (Credit - debit)' ,
if("Debit or Credit" = 'debit', "Transaction Amount (BCY)" , - 1 * "Transaction Amount (BCY)") as 'Transaction Amount1 (debit - credit)' ,
"Taxable Amount (BCY)" ,
"Taxable Amount (FCY)" ,
"Tax ID",
"Entity ID" ,
"Reference No." ,
"Transaction Number" ,
"Transaction Date" as "Date" ,
"Transaction Amount (BCY)" ,
"Transaction Amount (FCY)"
FROM " Accrual Transactions (Zylker Delhi) "
UNION ALL
SELECT
' Zylker Mumbai as 'Org Name' ,
"Account ID" ,
"Customer" ,
"Vertical" ,
"Warehouse" ,
"Transaction Date" ,
"Accrual Transaction ID" ,
"Entity Type" ,
"Debit or Credit" ,
"Vendor ID" ,
if("Debit or Credit" = 'credit', "Transaction Amount (BCY)", 1 * "Transaction Amount (BCY)") as 'Transaction Amount (Credit - debit)' ,
if("Debit or Credit" = 'debit', "Transaction Amount (BCY)", - 1 * "Transaction Amount (BCY)") as 'Transaction Amount1 (debit - credit)' ,
"Taxable Amount (BCY)" ,
"Taxable Amount (FCY)" ,
"Tax ID",
"Entity ID",
"Reference No.",
"Transaction Number",
"Transaction Date" as "Date",
"Transaction Amount (BCY)",
"Transaction Amount (FCY)"
We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoanalytics.com .
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