Zoho Analytics Comunidad

• Why do I need to check for null fields when excluding fields with certain content?

  If I get all records and use WHERE "Lead Source" != 'Webinar' my report removes all records where Lead Source is Webinar or is null. It removes null fields. If I want to just get all records where Lead Source is not Webinar, I need to use this WHERE ("Lead

• Merge Pivot Table Columns to count as one column

  I am new to using Zoho Analytics and I am trying to run some simple pivot tables. Basically I need to know how I can merge columns together so I can count them as one. We use Deal stages to track a record progress. Some deal stages need to be rolled up

• Combining two reports

  I am a Microsoft Access Developer new to Zoho Analytics. I ran into an issue where filter two sets of dates cancel out one of the other. For example, I have client Start Date column and a client discharge date column. When I filter the start date and

• Zoho Survey Table: "Respondents", Column: "Survey Modified Time"

  Hello there, I wonder what the time is in the Respondents.Survey Modified Time column. This cannot be the data from the survey, as the two data are not the same: However, it cannot be the time at which the user last edited the survey, it generally cannot

• Zoho Survey Table: "Surveys", Column: "Type"

  Hello there, when creating a query in Zoho Analytics, I noticed the "Type" column in the "Surveys" table (table was automatically created by the sync between Analytics and Survey). It only ever says survey... I wonder what this information is even used

• Chart background color

  How can I change the background color of a chart?  Probably a silly question but I have tried several things and can't seem to figure it out.  Our app has a grey background color throughout and the charts have a plain white background and it sticks out.

• Same Year filter for two date fields

  I have a report that includes a FosterIntake Date and a FosterDischarge Date. I want users to view the number of youth that entered the program this year (2024) - Year of FosterIntake, and the number of youth that were discharged from the program this

• Inverse Scoring Results

  I have a set of 6 text choices and they were ranked by users from 1-6, 1 being the Highest and 6 the lowest. I am trying to calculate the inverse scores and display them in a chart for all the respondents in the survey to show which answer had the highest

• Importing Google Sheet - date format problems

  I have a Google Sheet with a "Date" column and its format is set to yyyy-MM-dd. When I create a table in Zoho Analytics and import this sheet, the preview screen shows the Date column format as "dd MMM yyyy HH:mm:ss" (e.g., 28 Sep 2023 00:00:00). When

• Changing Ownership of Zoho Analytics

  How do I change the owner of Zoho Analytics

• [Webinar Announcement] Transforming raw data into actionable insights using data visualization

  Are you looking to maximize the impact of your data insights through effective data visualization practices? Look no further than our upcoming webinar on the best practices for visualizing data with a modern BI platform. In this webinar, we'll cover how

• Access Data Source from Another Workspace

  If there a way to use data or a query from another workspace in Zoho Analytics? Thanks Simon

• Plot a count of records during a date range

  Hi all, I am far from a SQL expert, but this feels doable and I just don't know how. If I had a table that looked something like Stage History.. Record Id Start Date End Date Stage Duration (Days) 11111 10/01/2020 10/21/2020 Needs Analysis 20 11112 09/20/2020

• Report: Show data based on changes over last time period? Ex: This month to date vs. Last month to date

  This might be a complex question, but I was curious if it is possible to do the following: 1) I would like a chart that can compare data with the following date ranges. This month to date (meaning all of November through the current date, for example

• Query doesn't refresh if subquery value change

  Hi Zoho People, I run through a simple problem of a query not being refreshed. I have a table called "Params" with a column "Mois". The table has a unique row with the value of say "8". I have written this Query statement : SELECT "Date", "Qui", "Jour" , count(1) 'Nb Vis' FROM "Visites" where month("Date") = (select "Mois" from "Params") group by "Jour", "Qui" This statement runs without problems and reports all rows whose date is the 8th month. If I update the table "Params", changing the value

• Multiple Left Joins Causing Duplication of Data

  In Zoho Analytics I have an SQL Query that has multiple Left Joins. These Left Joins are causing some duplication of data, which for the most part is okay, as I can use a distinct count to collect data between certain things. I am trying to display some

• Market Basket Analysis

  Has anyone successfully done any market basket analysis / measuring product lifts in Zoho analytics and if so, how did you do it?

• [Product Update] Changes to Zoho Analytics Integration with X (formerly Twitter)

  Dear Customers, We would like to inform you about some upcoming changes to our integration with X (formerly Twitter). As X has requested all users to migrate from Version 1 to Version 2 of their APIs, we are revamping the Zoho Analytics integration with

• I am unable to get details of particular channel.

  I see the following error. https://cliq.zoho.com/api/v2/chats/{chat-id}/messages?fromtime=1546344120000&limit=1000 { "message": "Sorry! Looks like you are not part of this channel.", "code": "not_channel_user" } Also, I notice that I am not able to view

• Inventory Remaining Days

  Hi, I would like to know if there is a way to have a report that is done automatically that shows how much days there is left for a SKU. This would be the formula : ''Available Stock''/(''Average sales per month for last 3 months'')= remaining month for

• Joining the same table several times?

  Hello there, a (Zoho CRM) table is given with, among other things, two columns that have a company ID. The base table therefore points twice to the company table. I have set up the lookups accordingly. Base table with "CRM_Unternehmen_ID" und "CRM_übergeordnetes_Unternehmen_ID":

• Create a report/chart with differents paths and joins

  Hi there, I'm having a hard time trying to join tables as needed to create a proper report. I would say that my use case is quite basic, I'm using (from Desk) the Tickets, Tasks, and Agent tables. I want to list all tickets with a custom boolean field

• [Upcoming Webinar with Industry Analyst] GenAI in BI

  In today's BI and analytics landscape, data reigns supreme, and AI is transforming the way businesses derive value from raw data. Of all the facets of AI, GenAI is further democratizing BI, enabling businesses to build a more sustainable and scalable

• Zoho CRM Sales Orders and Products -> Report which products are sold in a period

  Hi, How can I create a report (in CRM or Zoho Reports) in which I can use Sales Orders and the Products registered on those orders. It looks like there is no link between the 2 tables in the database while in CRM it's presented as there should be a link between the tables. Anybody any idea how I can combine these 2 tables so I can use them for reporting? Thanks Frank

• Error while importing an excel sheet to Zoho Analyitcs using PHP Library API

  We are facing issue when we are trying to upload a csv file to zoho via the api integration (version: "2.1.0"). Organisation ID: 679207784 Workspace ID: 1861560000007540051 View ID: 1861560000020340002 We have already contacted your support and they requested

• Row size exceeded the allowed limit.

  We have been uploading data to a Zoho Analytics dashboard using a very simple pipe, OneDrive with an Excel doc. Since today we are unable to update the set, and get the error "row size exceeded the allowed limit." Assuming they meant the data allowance

• Automatic Left Aligment for Formulated Column in Pivot Table

  HI, From last 3 days, all the pivot table where we created a column with formula is automatically setting left alignment and very hard to change to right aligment. some time it take morethan 10 attement to change the format in setting option to but fail

• Sort/Filtering on List of Import Tables (Data Sources)

  I would like to see at least some sorting (filtering would be nice too) in the 'Data Sources' tab, on any given data source, where you are provided a grid of your imported/synced tables. This would make sync troubleshooting and analysis much easier.

• Understand Customer Purchase Behavior and Boost Sales with Market Basket Analysis

  Delivering a personalized purchase experience is the key differentiator for businesses to increase sales and brand loyalty. Market basket analysis, also called affinity or association analysis, is a data mining technique that helps discover significant

• Zoho Campaigns Not Syncing in Analytics

  I am trying to sync Zoho Campaign data to Zoho Analytics and when I hit sync now it just says 'Sync in process' and has been doing so for almost a day now. Can someone help me fix this issue?

• Adding variables to a formula column

  I have records that have a start date, end date, and funding for a year rate. I am trying to write a formula that will read how long the record was active in months and give me the rate for that period. The only thing is, if the start date happens on

• Simple MTD forecast in KPI Widget

  I want to display, in a KPI widget, a simple forecast of the current month of sales. To get this forecasted number, I need to divide the current MTD sales by the number of business days elapsed in the current month, then multiply that by the total number

• Custom Sorting based on other columns in table

  I need the ability to apply custom sorting to a text-based dimension in the X axis where the sorting is based on another column in the table. For example, I have a chart report where the X axis is a text label. I would like to be able to sort those text

• Comparison; This month current sales vs. Last Month Cumulative sales

   I would like a Widget/Chart that can compare data with the following date ranges. This month to date (meaning all of September through the current date, for example the 14th, if today was the 14th. So Sep 1-14th)vs. last month to date (Showing August 1st to 14th) It would be great if could provide some sample widgets.

• How to filter by a distant relative range?

  We are coming from Salesforce where we can filter by the 3rd last relative month doing: Example 1: Close date = Last 3 months & Close date <> Last 2 months Example 2 (last 7th quarter): Custom date = Last 7 quarters & Custom date <> Last 6 months can

• Change name of column

  Need to be able to change the name of a column when it is already being used in a chart/report.

• Better way to update field name in data query and dependent reports.

  I want to rename a field in a data query. That's not a problem by itself but I am not allowed to rename and save if that field is used in any other reports. The only way I found so far was to MANUALLY add the field again with a new name, MANUALLY edit

• IF (formula Zoho Analytics)

  Is there any way to create an "IF" condition that can search between two values, for example: >30 but <40, or something that can say "between these two numbers" to condition a field? In Excel, it exists, but in Zoho, the logic doesn't work the same way.

• Reporting on multi-select picklist data

  I'm wondering how others have solved this problem:  My company has a number of "strategic goals" that we attach to various potentials as they come in.  So, a potential can tick off none, one, or more than one of these as it moves through the pipeline.  Let's call them by fruit names: Apple, Banana, Cherry, Durian.  The data then appear as a comma separated list in the field for that question.   Potential Name      Strategic Goal Potential 1            Apple, Banana Potential 2            Banana,

• JVM error when executing Zoho Databridge for first time (Windows Server 2019)

  Hi, I have followed the guide defined here https://help.zoho.com/portal/en/kb/analytics/user-guide/import-connect-to-data/relational-databases/articles/zoho-databridge#4_Can_I_independently_download_Zoho_Databridge in order to install the Databridge (it's

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• Announcements

• What’s New in Zoho Analytics – December 2025

  December is a special time of the year to celebrate progress, reflect on what we have achieved, and prepare for what’s ahead! As we wrap up the year, this month’s updates focus on refining experiences, strengthening analytics workflows, and setting the

• What's New in Zoho Analytics - November 2025

  We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What's

• What's New in Zoho Analytics - October 2025

  Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme

• What’s New in Zoho Analytics – September 2025

  Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded

• [Webinar] The Transformative Power of Gen BI

  Traditional decision-making tools are no longer enough. The integration of generative AI into business intelligence (BI) is proving to be a true game changer—enabling businesses to make faster, smarter, and better informed decisions. Early adopters of

• Most Discussed Topics

• Can I use a Standalone CRM Function as the Callback URL For Async Export Data API?

  I am creating an export job using this API https://www.zoho.com/analytics/api/v2/bulk-api/export-data-async/create-export/view-id.html There is a "callbackUrl" key in the CONFIG object. I tried copying the URL for a standalone function in CRM which can

• Is it possible to sync data every 5–10 minutes in Zoho Analytics (CRM or Excel imports)?

  Hello Team, I want to know if Zoho Analytics supports near real-time syncing of data from different sources. My requirements: I am importing data from Zoho CRM → Zoho Analytics I also have some datasets maintained in Excel/CSV I want both data sources

• SQL Table slowed to a crawl

  Hi all - I seem to have noticed an update. Now whenever I am typing in the script field for the SQL tables there is a huge delay and it is all very slow. This has never been the case for me in over 5 years of using Analytics - I really hope it's fixed

• How to Rank Tables by Row Count in Descending Order

  I am trying to understand the consume of lines that grow up so fast in the last week. Is there any way to create a pivot table or query to get TABLE NAME LINES in descending order?

• sync views to sheet

  Im looking to sync my views aka reports in analytics to zoho sheets, when data is updated in analytics it also should be updated in sheets, till now zoho sheets only offer raw data connection and it is not enough as these reports are difficult to re-do

• Sticky Posts

• What's New in Zoho Analytics - November 2025

  We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What's

• What's New in Zoho Analytics - October 2025

  Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme

• Tip of the Week - Spot Risky Sales with Conditional Formatting

  In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to apply

• What’s New in Zoho Analytics – September 2025

  Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded

• Announcing Agentic AI - Ask Zia!

  We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.

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