General  

1. What is Zoho Analytics?

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.

Zoho Analytics offers the following important capabilities:

• Complete Online Business Intelligence and analytics service, accessible anytime, anywhere!
• Easy to adopt 'spreadsheet-like' interface with powerful drag & drop based reporting features for quick report creation.
• Visual Analysis capability for in-depth analysis and to slice & dice your data.
• Wide range of reporting capabilities like  Dashboards ,  Charts ,  Pivot Table ,  Summary View ,   Tabular View , and  KPI Widgets .
  
• Data import from various sources such as data stored in local drive ( CSV, Excel, JSON, HTML , XML , JSON, Statistical & MS Access files) , Web Feed  and Cloud Drive . Also supports data import from local/hosted Databases and cloud databases. Supports  periodic scheduling of importing data .
  
• Integrated with a suite of  15+ Zoho products such as  Zoho Finance ,  Zoho Desk ,  Zoho Project ,  Zoho People ,  Zoho Campaign , Zoho Survey , etc.
  
• Integrated with  45+ popular business applications  like  Google Ads , Facebook Ads ,  Bing Ads , Salesforce CRM , Mailchimp , Zendesk ,  etc.,
  
• Integrated with  Zapier  and  Zoho Flow  to power up import from over 500+ apps.
  
• Integrates with custom applications using  APIs .
• Blend/merge data from across different sources to create meaningful business reports and get end-to-end cross-functional analytics.
• SQL (Structured Query Language) driven querying for powerful data preparation and report creation.
• An advanced formula engine for deriving key business metrics from your data. 
• Ability to create reports with ease by simply Ask Zia in natural language. Zoho's Intelligent Assistant will comeup with attractive and relevant visualizations over your data.
• Derives insights instantly with Zia Insights in the form of digestible narrations. Instead of interpreting the visualization manually.
• Effectively predicts future data trends with its powerful forecasting algorithms. This analyzes past data deeply and comes up with the best forecast for the future.
• Data alerts to track vital changes in your key business metrics.
• Capacity to deliver consumable insights through familiar everyday business workflow by crafting stories with immersive presentations.
• Provides analytical portals for sharing insights. 
• Collaborative reporting and analytics with fine-grained permission control over your  Sharing Views  and reports with your colleagues & friends. 
  
• Efficiently collaborate with your users by setting up real-time commenting on a shared view.
• Publish reports for wider consumption.  Embed reports/dashboards  within your websites, web applications, and blogs.
  
• Export , Email , and Print reports in a variety of formats.
  
• Highly secure as all users login only over HTTPS (SSL connection). All your data and reports are hosted in secure data centers. (Refer to  Security  and  Privacy )
• Supports  Logo Rebranding .
  
• Get the mobile apps (optimized for both IOS and Android platform) and access the reports and dashboards on the go.

2. Why Smartsheet Analytics?

It's a full-featured business intelligence (BI) and reporting tool that can slice and dice Smartsheet data, to create any report or dashboard you require.

• Creating your own reports and Dashboards  based on not only your Smartsheet data but also by blending data from other data sources.
  
• Share reports and dashboards  with your colleagues.
  
• Set up Alerts to get notifications on key business metrics.
  
• Emailing Views  your reports whenever you want.
  
• Exporting and Emailing  as PDF, HTML, Excel, CSV, and image files.
  
• Embedding your reports  on websites, blogs, etc.
  

Pricing & Trial  

1. How much does this connector cost?  

Smartsheet Advanced Analytics is bundled free for all paid users of Zoho Analytics. The Zoho Analytics paid plans start at $25 per month. Click to learn more about  Zoho Analytics pricing .

2. Do you provide trial evaluations for this connector?  

Yes, we do provide a 15-day free trial for this connector. The trial for the Standard plan will be enabled from the date you set up the connector.

3. What do you mean by 'Users' in the (connector) pricing plan?  

Anyone with whom you privately share your Workspace, tables (data), reports and dashboards, created in Zoho Analytics for collaboration is considered a 'User' in Zoho Analytics. A user is identified by their unique email address, that they used to register/create their Zoho Analytics account.

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).

4. What do you mean by 'Rows'/'Records' and how is it calculated in the pricing plan?  

In Zoho Analytics, a row or record is defined in the same context as in a database (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 for a Campaign, each row would represent a single 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.

Setup  

1. How do I set up Smartsheet Advanced Analytics?

2. How long should I wait for my Smartsheet data to initially appear in Zoho Analytics?  

Initial data import will take from a few minutes to a couple of hours depending on the volume of data that is being imported from Smartsheet into Zoho Analytics. 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.

3. I got this email which said 'Setup Process Failed'. What should I do?

The import process of your Smartsheet data can sometimes fail for a variety of reasons. Hence, you may receive such emails occasionally. 

You will receive the 'Integration Setup Failed' mail when there is a failure during the initial fetch. In this case, we request you to:

1. Open the Workspace in which you have set up the connector.
2. Click the  Data Sources  button in the  Explorer  tab.
3. In the  Data Sources  page that opens click the  Retry Now  link. If the issue persists please do write to  support@zohoanalytics.com . We will look into it and get back to you immediately.

Note:  The Account Administrator and the Organization Administrator can use the Retry Now link to resume the integration process.

5. I got this email which said 'Smartsheet Data Synchronization Failure'. What should I do?

Data sync may sometimes fail due to a variety of reasons such as Authentication Failure, your business application is down etc. In that case, you will receive the "Data Synchronization Failure" mail with the reason for the failure and its solution. Click here to learn more about Synchronization Error Failures and its solutions.

5. Can I edit the Smartsheet connector Synchronization setting?  

Yes, you can edit the Smartsheet connector synchronization setting if you're the administrator of the Smartsheet Analytics.

To do so,

1. Open the corresponding Smartsheet Analytics Workspace in Zoho Analytics.
2. Click Data Sources in the left panel. All the data sources of the workspace will be listed.
3. Click Smartsheet. The Data Sources page for Smartsheet will open.
4. In the Data Sources page that opens, click the Edit Setup link.Note: If you are adding new fields from a synced sheet, then new columns will be identified as Plain Text. Zoho Analytics supports various data types. Customize the data types of the integrated workspace to avail the specific operations that could be done over the column. To know more about data types, refer to this document.
   
   
   
5. The Edit Setup - Smartsheet dialog will open. Modify the settings as needed.
6. Click Save. The synchronization setting will be modified and data will be synced in the next synchronization interval.
   

6. Can I view the data synced history?   

Yes, you can view the data synced history. Follow the below steps to view the data synced history.
Open the corresponding Smartsheet Analytics Workspace in Zoho Analytics.

1. Click Data Sources on the left panel. All the data source of the workspace will be listed.
2. Click Smartsheet. The Data Sources page for Smartsheet will open.
3. In the Data Sources page that opens, click the Sync History link.
4. A calendar with the sync history of the last 45 days will open. The date when the data sync has happened will be highlighted. Hover to view the number of times the data  had got synced on a specific date.
   
   
5. Click the date to view more details.
• Time - Displays the time when the data is synced.
• Status - Shows whether the sync was a success or a failure. In case of failure, the reason will be displayed. Refer to this page to learn how to resolve the issue and avoid further failure.

7. Can I synchronize my Smartsheet data instantly?  

Yes, you can synchronize your Smartsheet data instantly when needed.

To synchronize your data instantly:

1. Open the Data Sources page.
2. Click Sync Now. Smartsheet data will then get instantly synchronized.
   
   

8. Can I set up Smartsheet Advanced Analytics in any other existing Workspace or in any other Advanced Analytics Workspace?  

Yes, you can set up the Smartsheet Advanced Analytics in an existing Workspace or in any Advanced Analytics Workspace to analyze data together. You can do this by creating a new table by importing data.

9. Can I add/modify data in the Smartsheet Advanced Analytics data tables within Zoho Analytics?  

No, you cannot add/modify data in the Smartsheet Advanced Analytics tables. Data from Smartsheet will automatically get synced into Zoho Analytics in the different tables. You cannot edit any of this data or add new data records from within Zoho Analytics.

However, you can add new tables and add/import data into that, to create reports combining data with Smartsheets data.

10. Can I add new columns to the Smartsheet data tables within Zoho Analytics?  

No, you cannot add new columns. But, you can add Formula Column and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer to Adding Formulas to learn more about this.

11. Can I add new data tables in this Workspace to create reports & dashboards?  

Yes, you can add new data tables. Click New > New Table/Import Data to add a new table in the existing Smartsheet Advanced Analytics Workspace.

With this feature, you can import data from other sources or add them manually into your Workspace to analyze and create reports combining it with your Smartsheet data.

14. How can I remove the integration?  

You can remove the connector from the Data Sources page.

1. Open the Data Source page.
2. Hover the mouse over Smartsheet. A Settings icon will appear.
3. Click the Settings icon, then select Remove Data Source.
   
   
4. The data synchronization from Smartsheet into this Workspace will be removed. However, you'll still be able to access this workspace with existing data.
   

7. Can I join data from multiple tables to create reports?  

Yes, you can join data from multiple tables to create reports. Refer to Joining Tables in Zoho Analytics for detailed help on this.

8. What are Query Tables?  

Zoho Analytics allows you to derive required data 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 them. View this video demo to learn about how to create Query Tables in Zoho Analytics.

Cross-Functional Analytics with Popular Business Applications  

1. What are the popular business applications that I can integrate this connector with?  

You can integrate and perform cross-functional analytics with most business applications that Zoho Analytics integrates with. Refer here to see the list of Business Analytics supported in Zoho Analytics.

2. How can I analyze the data from other business applications along with Smartsheet Advanced Analytics?  

To import data from business apps:

1. Open the Workspace in which you have set up the connector.
2. Click the Import Data button.
3. In the Create New Table tab that opens, select the application that you wish to import.
4. Provide the necessary authentications.
5. Select the necessary modules and fields. Select the schedule import option.
6. Click Create. Data from the selected application will be imported as a different set of tables in the Smartsheet Advanced Analytics workspace.

3. Will a lookup relationship between the related modules from Smartsheet and other third-party applications be created automatically?  

A lookup relationship will not be created automatically between the Zoho Forms modules and the modules of the application that you're trying to import. You'll have to manually link the tables using a lookup relationship.

To manually create a lookup relationship refer to the Join Tables section.

Users, Sharing, & Collaboration  

1. How do I share the reports in Zoho Analytics with my colleagues?  

You can easily share the reports that you create with other users. Refer to the Sharing and Collaborationhelp page for more details on this.

Once you privately share a report with your colleagues they will be able to access the reports as you do. Refer here to learn how to access reports.

2. What are the user roles available in Zoho Analytics?  

Zoho Analytics offers four user roles—Account Administrator, Organization Administrators, Workspace Administrators, and User. Learn about the Zoho Analytics Organization Model and User Roles.

3. Why can't other users edit the reports that I've shared with them?  

This is the expected behavior. Only when the shared users are set as Workspace Administrators, they will be able to edit the reports.

If a normal user wants to edit the report, he/she will have to save the report with a new name using the Save As option toolbar. The User can then edit this report. To learn more about user roles Click here.

4. Can I share the same report, to multiple users with different criteria associated, so that they see different data?  

Yes, you can. Refer to the topic Apply filter criteria.

5. Can I export a report/dashboard?  

Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML, and as an Image. Click to Learn more.

6. Can I print the reports & dashboards created in Zoho Analytics?  

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.

Note: If you're a user to whom a report has been shared and you want to print it, ensure you've been provided the Export permission by the Administrator for the report. Only then will you be able to print the report.

7. Can I email reports & dashboards created in Zoho Analytics in a scheduled manner?  

If you are the Administrator in Zoho Analytics or a 'Workspace Administrator', you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule section in this help documentation.

8. Can I embed/create a permalink for reports & dashboards created in Zoho Analytics?  

Yes, you can embed/create a permalink for reports and dashboards. You can also create a slideshow of views. Refer to the Publishing Options section to learn how to do this.

9. Can I create Slideshow in Zoho Analytics?  

Yes, you can create Slideshows. You can also embed slideshow. Refer to the Creating Slideshow section to learn how to do this.

Solutions  

1. Does Zoho Analytics offer Embedded Analytics or rebranding?  

Yes, Zoho Analytics supports various rebranding options such as Portal rebranding/white labeling and Logo Rebranding.

Help & Support  

1. How do I get technical support on Zoho Analytics?  

We offer 24x5 technical support (Monday to Friday). In case you need our assistance, email us your questions to support@zohoanalytics.com.

You can also reach out to us on our toll-free numbers -

United States: +1-888-900-9646
United Kingdom: +44-20-35647890
Australia: +61-2-80662898
India: +91-44-6965 6060

2. Can I have someone from Zoho do a demo for me?  

Yes, certainly. Register for a demo on this page!