When you create a table in a workspace using any of the options provided, you need to provide a name which is mandatory and it should be unique in that workspace. You can optionally provide a description about the table.
Click the Create in the right top corner of the workspace or every report/table in the workspace and then choose New Table/Import Data . On clicking, various options to create a table will be listed which are discussed below.
Often you would already have data locally stored in tabular file formats like CSV, TSV, XLS & XLSX (Excel), XML, JSON and HTML files. The data in such formats could also be available as a URL or Web feed. You would like to import or copy and paste such data into Zoho Analytics to jumpstart your analysis and reporting.
The following video shows how to create a table by importing the data from files that you have stored locally.
You can read detailed step-by-step instruction on how to create a table by importing data from files and importing data from feeds .
Zoho Analytics also allows you to import data different Cloud Storage/Drive such as Zoho Docs, Google Drive, Dropbox, Box and OneDrive, where you have stored your data in the CSV, Excel (XLS and XLSX), JSON, HTML and zip files.
To know how to import data from a cloud storage, refer here .
Use this option if you would like to create a new table from scratch, by defining the columns to be present along with its properties (like type, default value etc.,). You might add data subsequently into this table or import data from an external file into this table.
The following video show how to create a table from scratch.
The following list explains the fields to be filled while designing a table
Once you have added the necessary columns in the table, click Save in the toolbar. The Save dialog will pop up. Provide the name and description for the table. Click OK to save the table.
You can edit or delete a column by clicking the settings icon (which appears on mouse over), and then select the corresponding option.
If you are a Microsoft Excel or spreadsheet user who would like to first enter the data into the tables and then worry about naming the columns or formatting them, then this is the option that you have to choose.
Refer the following video to know how to create a table by directly entering data into it.
In the sheet, you can start entering the data that you wish to add under the respective columns named Column1, Column2 etc., You can also rename the column headers by double-clicking on them and providing a name. As mentioned already, do ensure that column names are unique in a table.
Once you are done with your data entry, click on the Save button in the toolbar. This will prompt the Save dialog where you need to provide the name of the table (mandatory) and description (optional). The new table will be created with the given name, including the newly added data and columns.