Zoho Teamwork l Zoho Analytics Help

Teamwork Advanced Analytics

Advanced Analytics for Teamwork projects helps you monitor the progress of a project and the team's performance. It enables you to identify risks and bottlenecks in project execution and helps you formulate strategies to boost productivity with 
real- time insights.

The Teamwork Advanced Analytics connector comes bundled with over  50+ default reports and dashboards  that will help you keep track of your Key Project Metrics. You can also create insightful reports & dashboards over your Teamwork data for in-depth project analysis.


Permission Required

Users with administrative privilege can access this connector.

  • Standard
  • Premium
  • Enterprise

Check Features Availability and Limits

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.

It offers the following important capabilities:

2. What is Teamwork Advanced Analytics connector?

Teamwork Advanced Analytics Connector enables you to import your Project data into Zoho Analytics for advanced reporting and analysis. This connector brings in all the capabilities of Zoho Analytics described above to Teamwork users. 

3. Who can subscribe to the Teamwork connector?

Any Teamwork user can configure this connector to effectively analyze their sales data.

4. What do I get when I Subscribe for this Connector?

As a Teamwork user, subscribing to this connector brings you immense benefits. You get to look at your Teamwork data in Teamwork in ways you haven't looked at before. Using this Zoho Analytics connector enables you to do powerful analysis of your Project data and create insightful reports & dashboards. You can create insightful reports Active milestones by users, Estimation vs actual time spent, Tasks overdue, Project completion rate and do 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 Project data with no IT help or technical knowledge and share them to your colleagues.

Pricing

1. How much does Teamwork Advanced Analytics cost?

Teamwork Advanced Analytics is available in all the paid plans of Zoho Analytics. Our pricing starts at $25 per month. Please do refer to the following link to learn more.

2. What do you mean by 'Users' in the pricing plan?

Anyone to whom you  privately share  your databases, 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 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 persons. Now your Zoho Analytics account is said to have 5 users (including yourself).  Click to know more about the Zoho Analytics user model. 

3. What do you mean by 'Rows' 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 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 database tables in your Zoho Analytics account.

Setup

1. Who can setup the Teamwork Analytics Connector?

The Account Administrator and the Organization Administrators can set up the Teamwork Analytics connector. Click here to learn about   Managing Users  .

The credentials of the Administrator who set up the connector, will be used for establishing any connections with source application by other administrators.

2. How do I setup the Teamwork advanced analytics connector?


Also refer:

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

After configuring this connector, you might have to wait some time for the initial fetch to happen. You will receive an email notification once the import is complete. If you access the database before the initial fetch, it will not display any data.

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

The import process of your Teamwork 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 'Teamwork 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.

6. How frequently can I synchronize my data with Zoho Analytics?

You can choose to synchronize data at one of the intervals mentioned below.

  • 1 Hour (Enterprise plan Only)
  • 3 Hours
  • 6 Hours
  • 12 Hours
  • Every day

Note:

  • Users in Enterprise plan alone can choose to synchronize data at every 1 hour.
  • Users in Basic plan can synchronize  their data only once everyday.  

7. Can I edit the Teamwork connector Synchronization setting?

Yes, The Account Administrator and the Organization Administrators can edit this setup. To do so,


  • Open the Teamwork advanced analytics Workspace.
  • Click the Teamwork button in the Explorer tab (or  Data Sources  button - in the case where the database contains multiple connector setups) .
  • In the Data Sources tab that opens, click the Edit Setup link.
  • Make the necessary changes and click Save .


  • Make the necessary changes and click Save .

8. Can I synchronize my Project data instantly?

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

To synchronize your data instantly:

  • Login to your Zoho Analytics account.
  • Open the corresponding Workspace.
  • In the  Explorer  tab, click Teamwork  button  (or  Data Sources  button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens click  Sync Now.


  • Project data will get instantly synchronized.

Note:  This option can be used to a maximum of five times a day.

9. In whose account will the Teamwork connector be setup?

It will be set up in the corresponding Zoho Analytics account of the Teamwork user who configured this connector.


10. Can I view the data sync history?

Yes, the Account Administrator and the Organization Administrator can view the data sync history. Follow the below steps to view the data sync history. 

  1. Open the corresponding Freshdesk Analytics Workspace in Zoho Analytics.
  2. Click  Data Sources  on the left panel. All the data source of the workspace will be listed.
  3. Click  Freshdesk . The Data Sources page for Freshdesk will open.
  4. In the  Data Sources page  that opens, click  Sync History .


  5. 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.


  6. Click the date to view more details. 

11. What are the modules in Teamwork on which I could create reports using this connector?

Data from the following modules in Teamwork will get synchronized with Zoho Analytics.

  • Expenses 
  • Invoices 
  • Milestone 
  • Owner 
  • Milestone, Milestone Owner
  • People 
  • Project Category 
  • Projects 
  • Tags
  • Risks 
  • Task, Task List, Task Owner 
  • Time Tracking

12. Can I import data from the projects across companies in Teamworks?

Yes, you can import data from the projects across companies in Teamworks into the same Workspace.

13. How to create my own reports with this connector?


Also refer:

Note:

14. Who has access to the reports I create?

By default, the reports you create are accessible only to you. However, you can share the reports with your colleagues using the 'Sharing' options available in Zoho Analytics. Refer How to Share Reports & Dashboards question.

15. Can I import data from multiple Teamwork Portal?

Yes, you can configure multiple Teamwork setups if you have subscribed for a paid plan (Standard and above).

If you have purchased a Basic Plan, you will be able to import data only from one portal.

16. How can I import data from multiple Teamwork?

You can configure multiple Teamwork setups if you have subscribed for a paid plan (Standard and above). You can choose to import multiple portals in the same database or in a different database.

If you wish to import the data in an individual database  refer to this question.  

To import data from multiple portals into the same database,

  • Open the database in which you have setup the connector
  • Click the  Import Data  button in the Explorer tab or Select  New > New Table/Import Data.
  • In the  Create New Table  window that opens, select  Import from Teamwork.
  • In the  Import from Teamwork  dialog that opens, Select the portal that you wish to import.
  • Select the entities and their corresponding fields.
  • Select the necessary schedule import options in the  Schedule Import Settings  section.
  • Click  Create.

17. Can I transfer my Teamwork connector to another admin account?

Yes, the Teamwork connector in your account can be transferred to another Administrator in the Organization.
Account Transfer:  An Account Administrator can transfer the connector by transferring the account to an Organization Administrator. Click here to know more about  Managing Organizations  .
Leaving the Organization:  An Organization Administrator can transfer the connector setup to another Administrator by unsubscribing from the Organization.
Transfer connector:  Write to  support@zohoanalytics.com  , if the organization administrator continues to be part of the organization but wishes to transfer the Teamwork connector to another user(Organization Administrator).

18. Can I track the action by all users in the connector workspace?

Yes, you can track all activities performed in Connector-configured workspaces by all users, using   Audit History  . The Account Administrator and the Organization Administrators can view the audit history.
Follow the below steps to do so.
  • Open the corresponding Teamwork Advanced Analytics Workspace in Zoho Analytics.
  • Click   Data Sources   on the left panel. 
  • The   Data Sources   page will open. Click   Audit History.   
  • A dialog with audit history for the last 180 days will open with the following information. 
    • Date & Time of the action
    • Action done
    • User who performed the action
  1. The following are the actions that are logged in Zoho Analytics.
  • User Actions 
    • Create   - Connector setup created
    • Edit Setup 
      - Edit connector setup to do the following changes. 
      • Modules Added
      • Modules Removed
      • Fields Added
      • Fields Removed
      • Schedule Change and
      • Entities (Campaigns, Org, Handles) Modified
    • Delete   - Remove integration
    • Take Ownership   - Transferred connector to other admin. 
    • Re-authenticate   - Re-authenticate business app 
    • Sync Now   - Sync data instantly
    • Retry Now   - Retry to import data after initial setup failure
    • Connector Activated   (when you upgrade from Basic plan to Standard plan)
    • Connector Disabled   (when you downgrade from Standard plan to Basic plan)
  • System Event - Any action done by Zoho Analytics
    • The Connector is automatically deleted when you downgrade to free plan. 
    • The Connector is automatically restored when you upgrade from free plan to a higher plan. 
    • The Connector is automatically deactivated when you downgrade your plan. 
    • The Connector is automatically activated when you upgrade to a higher plan. 
    • The Connector is manually restored by the Zoho Analytics support.
    • Data synchronization schedule automatically changed to interval supported to your new pricing plan.

19. How can I remove the setup?

  • Login to your Zoho Analytics account.
  • Open the corresponding Workspace.
  • In the  Explorer  tab, click  Teamwork  button (or  Data Sources  button - in the case where the database contains multiple connector setups).
  • In the  Data Sources  tab that opens click the Settings icon and select Remove Data Source as shown in the snapshot. 

Reporting Features

1. What are the report types supported by Zoho Analytics?

Zoho Analytics supports a wide variety of reports.

  • Charts
    • Pie
    • Bullet
    • Dial
    • Bubble
    • Packed Bubble
    • Bar
    • Stacked bar
    • Line
    • Smooth Line
    • Scatter
    • Combination
    • Area
    • Stacked Area
    • Web
    • Funnel
    • Doughnut
    • Table View
  • Pivot tables (Matrix Views)
  • Summary view
  • Tabular view
  • Dashboards (multiple reports arranged in the same page)

2. What are the default reports & dashboards created by Zoho Analytics, on setting up this connector?

When you setup/configure the LinkedIn Pages Connector,  50+ default reports & dashboards   are automatically created. These hand-picked reports will be pretty useful in analyzing your help data effectively.

3. How do I create reports using fields/columns across different modules?

Columns from across different tables that are related through a lookup column can be dragged and dropped to create a report. Refer to this help documentation to know how to join tables .

Refer to this presentation to know how to create reports.

4. What are 'Formulas' in reports?

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.

5. What are the default formulas added by Zoho Analytics, on setting up this connector?

You can also add your own formulas to derive your own calculations. Do refer to  Adding Formulas in Zoho Analytics  help page. You can view these formulas by opening the corresponding table and selecting  Add > Edit.

The following are the formulas from the Milestones table

Formula Name
Formula
Formula Type
Description
Milestone Delay Time
if (" Status "= 'late' , datediff ( currentdate ( ) ," Deadline "), null )
Custom
Displays the delay in milestone completion

The following are the formulas from the Tasks table

Formula Name
Formula
Formula Type
Description
Duration
Custom
datediff (" Due Date","Start Date ") + 1
Displays the time frame/duration of a particular task
Task Completion Mode
Custom
if ( datediff ( "Due Date","Completed On" ) > 0, 'On Time' , if (" Due Date "< now() ,
'Late','On Time' ))
Displays if the task was completed on time or late
Actual Timetaken
Custom
if ( "Status"='completed' , datediff ( "Completed On","Start Date" )+1,
datediff ( currentdate( ) , "Start Date" )+1)
Displays the time spent on the task
Time Spent So Far
Custom
ifnull (" Actual Timetaken ",0)
Displays the total time spent on that task so far
Is Overdue Task
Custom
if ( "Status"!='completed' AND "Due Date" < Curdate () ,' Yes','No' )
Displays if the task is overdue or not.
Task Delay Time
Custom
if ( "Is Overdue Task"='Yes' , datediff ( now() ," Due Date "),0)
Provides the overdue time of a task
Open Tasks Count
Aggregate
countif ( "Task"."Status"='completed' ,NULL, "Task"."Task Id" )
Displays the count of the open tasks
Closed Tasks Count
Aggregate
count ( if (" Task"."Status"='completed' , "Task"."Task Id" ,NULL))
Displays the count of the completed tasks
Open Tasks %
Aggregate
"Task"."Open Tasks Count" / count ( "Task"."Task Id ")*100
Displays the percentage of the open tasks
Closed Tasks %
Aggregate
"Task"."Closed Tasks Count" / count ( "Task"."Task Id" )*100
Displays the percentage of the completed tasks
High Priority Tasks Count
Aggregate
count ( if (" Task"."Priority"='high',"Task"."Task Id" ,NULL))
Displays the count of tasks that are on high priority
High Priority Tasks %
Aggregate
"Task"."High Priority Tasks Count" / count ( "Task"."Task Id" )*100
Displays the percentage of tasks that are on high priority
Open High Priority Tasks Count
Aggregate
countif ( "Task"."Priority"='High'
AND
"Task"."Status" != 'completed' ,
"Task"."Task
Id" ,NULL)
Displays the count of tasks that are on high priority and are open
Closed High Priority Tasks Count
Aggregate
countif ( "Task"."Priority"='High' AND "Task"."Status"='completed',"Task".
"Task Id" ,NULL)		 Displays the count of tasks that are on high priority and are closed
High Priority Tasks Closed %
Aggregate
"Task"."Closed High Priority Tasks Count" / "Task"."High Priority Tasks
Count "*100		 Displays the percentage of tasks that are on high priority and are now closed
Overdue Tasks Count
Aggregate
count ( if (" Task"."Status" != 'completed'
AND
"Task"."Due Date" < Curdate
() ,
"Task"."Task
Id" ,NULL))
Displays the count of tasks that are overdue
Overdue Tasks %
Aggregate
"Task"."Overdue Tasks Count" / coun t( "Task"."Task Id" )*100
Displays the percentage of tasks that are overdue
Time Taken %
Aggregate
Sum ( "Task"."Actual Timetaken " )*100/ Sum ( " Task"."Duration" )
Displays the percentage of time taken to complete a task
Estimation Accuracy %
Aggregate
Sum (" Task"."Duration ")- Sum (" Task"."Time Spent So Far ")/ Sum ( "Task".
"Duration" )*100		 Displays the accuracy of the estimation in percentage

The following are the formulas from the Time Tracking table

Formula Name
Formula
Formula Type
Description
Logged Mins
Custom
(" Hours "*60)+" Mins "
Displays the logged hours in minutes

5. How do I create my own custom formulas in Zoho Analytics?

Refer to the Adding Formulas in Zoho Analytics help page.

6. Can I add/modify data in the Teamwork data tables in Zoho Analytics?

No, you cannot add modify data in Teamwork data tables. Data from Teamwork modules gets automatically synched into Zoho Analytics in the different tables (one table for one module). 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 it with the data from Teamwork.

7. Can I add new columns to the Teamwork data tables in 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 to know more on this.

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

Yes, you can add new data tables. Click New > New Table to add a new table in the existing Teamwork Workspace.

With this feature, you can import data from other sources or add them manually into your Workspace to analyze and create reports combining this with your Project data. You can also import data from other business applications like Google Analytics etc. 

Refer:

9. Can I combine data from other sources with the data from Teamwork to create reports and dashboards?

Yes, you can combine data from your other sources with your Project data for analysis. 
To do this, you need to add/import a new data table into the  Teamwork  Workspace and then define a look-up to join it with the synchronized table from  Teamwork .

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from  Teamwork  along with the data from any other source.

  • Open the corresponding table, right-click the column header and select   Change to Lookup Column.
  • In the  Change to Lookup Column  dialog that opens, select the column to look up.
  • Click  Ok

Please do note that you can create  Lookup  only to columns in the tables that are not from the same data source.

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

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

11. What are Query Tables?

Zoho Analytics allow you to pull the data required by writing standard SQL SELECT Queries. This is called Query Tables. With Query Tables, you can also combine data from different tables and create reports over the same. Refer Here to know about how to create Query Tables in Zoho Analytics.

Users, Sharing & Collaboration

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

You can share the default reports provided in the Teamwork  connector and the reports you have create, with other users in your portal. Refer to Sharing and Collaboration help page for more details on this.

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

2. Why are other members in my organization not able to access the reports created?

When a Teamwork Administrator configures the Teamwork - Zoho Analytics connector, the tables and reports will be available only to him/her, by default. The Administrator has to share the 'Teamwork Advanced Analytics' database with other members of the organization. Only then will the default reports be accessible by those members. 

To know more, refer to  Sharing and Collaboration  help page.

3. How can other members in my organization create reports?

The Teamwork Administrator who has set up the connector should share the tables present in ' Teamwork Advanced Analytics'  database 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.

Note
  • If you add a user as a  Workspace Administrator  in the Teamwork Workspace created in Zoho Analytics (Refer  Managing Users in Zoho Analytics , to know how to add Workspace Administrators), the user will be able access all the data & reports, create new reports and do any operation that you could do on the Workspace

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

Zoho Analytics offers three user roles - Administrator, Workspace Administrator and User. Click to know more about the Zoho Analytics Organization Model and User Roles.

5. Why can't other users edit the reports that I have shared to them?

This is the expected behavior. Only when the users being shared is set as a Workspace Administrator, they can 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 edit this report. 

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

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

7. Can I export a report/dashboard?

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

8. How 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 are a user to whom a report has been shared and you want to take a print, ensure you have been provided the Export permission by the Administrator to the report, only then you will be able to print the report.

9. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?

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  section in this help documentation.

10. How do I embed my reports in my intranet, blog or presentation?

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.

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 almost all the business applications that Zoho Analytics offers integration with. 

2. How can I analyze the data from the other business applications along with Teamwork?

To import data from business apps,

  • Open the Workspace in which you have set up the connector
  • Click the  Import Data  button
  • In the  Create New Table  tab that opens, select the application that you wish to import.
  • Provide the necessary authentications
  • Select the necessary modules and fields
  • Select the schedule import options
  • Click Create

3. Will the related modules from Teamwork and other third-party application be created automatically?

A lookup relationship will not be created between the Teamwork modules and the modules of the application that you are trying to import automatically. 

To manually create a lookup relationship refer this help link -  Click here

Help & Support

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

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 .

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 of this connector for me?

Yes, certainly. Register for a demo in this page .