Zoho Analytics Comunidad

• [Product Update] Removing inactive unknown visitors data in Zoho SalesIQ - Zoho Analytics Integration

  Dear Customers, As per this announcement in the Zoho SalesIQ community, the anonymous visitors data associated in all modules will be cleaned up/removed periodically every 6 months in Zoho SalesIQ. Hence, the removed data will not be available in Zoho

• Add more data sources

  Hello I have an existing data source but need to add several more. I am unable to find the method to do this and my 'data sources' tab looks nothing like the documentation (see screen shot). Thanks!

• Adding Static Thresholds per Month in Chart

  Hey guys, I have a question about some functionality that I'm sure is possible but I can't figure out. I have created a bar chart showing the revenue generated by all deals across all months in 2023. It currently looks like this: We currently have monthly

• Getting Distinct ID Count based on the date range

  SELECT "Opportunities.Entity", count(DISTINCT("Opportunities.Id")) AS 'Total Opportunities', if(MONTH("Opportunities.Created Time") = Month(Now() - 1), count(DISTINCT("Opportunities.Id")), '0' ), count_if(MONTH("Opportunities.Created Time") = Month(Now())

• Zoho Analytics - An Overview

  The video gives you a comprehensive overview of Zoho Analytics. Zoho Analytics allows business users to visualize any data easily. Users can create reports and dashboards using the drag-and-drop interface in seconds. Zoho Analytics features the AI powered

• Query Table - trying to figure out how to pull in data from another table?

  I'm trying to write a query that will pull a column from "Purchase Order Items" into my query, but I'm not sure how to link it. It has a column called "Product ID" that is the same value as the existing "Product ID" already in the query - so I'm trying

• [UPCOMING WEBINAR] Connecting BI to AI in the time of Generation AI

  Generative AI is taking the markets by storm. It's paving the way for groundbreaking innovations across industries—and the data and analytics industry is no exception. We're truly witnessing a new era of democratization and self-service in data and analytics.

• Why is Grand Summary not totaling at the bottom of aggregate formula columns at the bottom of my pivot report?

  Can anyone tell me why my two aggregate formula columns are not giving a sum at the bottom of my pivot table?  And how do I fix it? For reference, these are my two formula columns:

• Hiding the base field graph for a formula from the report legend

  We are creating some KPI reports from our Desk data and some of the fields on the Y-axis require formulas for them to be user friendly. For example the "Total Response Time in Business Hours" data is normally in milliseconds (ms) unit despite its name

• Sorting function columns not working

  Hi, I want to sort some columns within a table I've created. So for example, highest amount should be placed first or most recent date. However, if I try to sort a column, it is not working and doesn't do anything at all. Do you know what's the prob

• how aggregate formula calculates data on table

  I would like to know how aggregate formula calculates data on table in Zoho Analytics. Specifically, when you want to calculate ratio(%), I was wondering how aggregate formula calculates it. I made the aggregate formula below on the deals table. count_if("Deals"."Stage"

• Compare sales YTD with same period last year

  Hi  How do I compare sales to date this year with the same period to date last year? Thanks

• Glitches on dropdowns

  Hello I have a couple dashboard published. Some of my buttons and drop downs are not working - clicking on them does nothing. When I use the dashboard in the development space everything works fine, when editing and viewing. My dashboards are added to

• Column 'Goal category' missing in data connector between Bing Ads and Zoho Analytics

  Hi, I've set up the data connection between Bing Ads and Zoho Analytics. All kind of tables and columns are synchronizing at the moment. However, I am missing the column 'Goal category' to determine what kind of conversion it is. Where can I find this

• How to use OR when filtering using two fields

  I want to create return a list of Account Names by filtering on Field1 = "yes" OR Field 2 = "no" I can't see how to use the OR in the filter.

• Changing a column datatype to currency

  Hello I need to change a column from decimal to currency. I have looked through all the resources and videos but everything is either outdated or unrelated. Thanks!

• Storing data in JSON format in Analytics

  Hello, I have a JSON file that looks like this [ { "caption": "@brambleenergy's Software Team brings our fuel cell systems to life through software solutions and advanced control techniques.\n\nIf you are in your penultimate year of study and want to

• Data Labels for dual column chart

  I need to add both total price and quantity to the data labels but when I drag a second one in, it deletes the first label. How do you have to sets of data labels?

• custom attachment name / custom email subject

  Hi, I need to sand out every day the same report and I need my recipients to be able to sort email and download and archive the attachments.  Therefore I would like to add the timestamp to the email's subject and attachment name. How can I do it? Thank you Gianluca

• Analytics Report for Books Comments and History

  I want to be able to pull a report in analytics that can spit out portions of comments and history in different modules of Zoho Books. For example, when estimates, sales orders, or purchase orders are rejected, I would like to be able to pull a list and

• reports Zoho analytics

  hello need a customised report showing sales order value and purchase order value , please look at the attachment and advice if that is possible with Zoho analytics or any other way , thanks.

• Conditional sum with average

  Hello I have date, value, and category columns. I need to create a formula where I sum the values for every month for each category in the data set . I then need an average of all these months for the given year (or period), separated by category, which

• Cities appear in the wrong countries

  Hi, I have a small problem/question. I'm making a graph to show the cities where parcels are shipped to, but the problem is that South Africa have a lot of names that also appear in other countries in the world and it selects them over South Africa. Does

• Adding marker to timeline on graph

  Hi, Is it currently possible to add a marker to a graph? eg tracking (y) over time and an anomalous spike occurs it would be great to be able to add a marker at this point and a note detailing a related event. Cheers, James

• How to get tickets violated and non-violated stats?

  I'm trying to build my own SLA Dashboard in Zoho Analytics, as per the SLA Dashboard in Zoho Desk. However, I'm not getting the same stats as the SLA Dashboard in Zoho Desk. I would like to know how the SLA Dashboard in Zoho Desk is calculated and how

• Any Way to embed report on website (wordpress) and show dynamic data to different users based on wordpress login email?

  I know that when we share a report/dashboard, we can set filter parameters that take dynamic values, such as filtering the dashboard data based on zoho login id/email. Is there any way we can similarly embed a report on our website, but dynamically filter

• Show percentage of constant value threshold in bar chart?

  Is there a way to show a bar, in a bar chart as the percentage of a constant value-threshold rather than just show a value of the bar itself? IE, if I have a sales goal of 1,500,000 per day, and the bar chart shows the total sales sum of each day - is

• How to: Create Tabular report of non-matching column headers from header table and deals import

  We have a vendor that we need to provide sales data to in a nightly report csv file. We need to produce a csv file of all Deals created for the day within certain criteria. As in: "Form Type = wexham" and "Deal Disposition = Approved" for the date of

• Formula of Average

  i have a column of permit_number and first_approval_date i need to show the bar report of average count of permit_number per month wise in that what can i do, for example if i need to add a new formula column for the average count of permit_number by

• Description not showing in dashboard

  I created a report that has a description and after adding the report to my dashboard, the description is not showing in the dashboard, but in view and edit mode. When I shared the report publicly, the description shows but not when the report is part

• Average based on Distinct Values

  I have a table that looks like this: JcId Days 214 4 214 4 210 0 When building a new chart, I want to find out the average days based on the distinct values of the JcId column. How can I achieve this as an aggregate formula? If I just drag the Days to

• Issue connecting to API on another site

  Hello, I'm new to SQL and calling API's - it looks like Zoho Analytics can help me a lot. I'm wanting to import my data from https://convexvalue.com/l The SQL/API documentation can be found here - they have an example JSON query. https://convexvalue.com/docs/#/sql

• API problem request

  I'm Brazilian and I don't speak English, I'm sorry if the grammar is incorrect. I'm trying to consume Zoho Analytics API to send data to a table. The idea is to make a routine that will be executed every day to send the updated data. But when I try to

• Private Links Available In Basic & Standard Package

  Hi Everyone, I would like to know how many private links are available in the Basic & Standard package.

• Missing fields in Zoho Analytics for Overdue Tickets

  I'm looking for two fields in Zoho Analytics namely Is Overdue Is Response Overdue These fields exist in Zoho Desk but not in Zoho Analytics, and I require them in order to replicate a report in Zoho Analytics that I built in Zoho Desk. Any idea where

• B2b Sales timeline filter issue

  Hello Team, We are into b2b our sales cycle if minimum 3 month, I am trying to create report to get the conversion ratio as follows Deal Created Date Deal Close Date Conversion Ratio 10 deals ceated 2 deals closed xxx Now the challenge is when I apply

• Changed Lead Source in Zoho CRM not syncing to Zoho Analytics

  Hi, I've setup Zoho CRM. I've setup Zoho Analytics. I've added Zoho CRM as a data source for Zoho Analytics. The information has synced across. I have now had several days of automatic updates between Zoho CRM and Zoho Analytics. Most data seems to be

• [Upcoming Webinar] Win with Analytics: Overcoming 5 critical sales challenges

  According to a Harvard Business Review study, companies that excel in sales pipeline management witness a remarkable 28% increase in revenue growth. To clock such accelerated growth rates, sales teams must adopt a comprehensive approach that enables them

• Sort a pie chart legend by the count

  Is it possible to change the sort order on a pie chart to list the values in order by the count vs. alphabetically by the name?

• Pause All Imports

  Is there a way to easily pause all imports into a workspace? Like a toggle off switch? Thanks

• Next Page

• 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

• 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

• Best practice to structure reporting to include events covering multiple months / quarters.

  Hi, I'm new to Zoho, have some experience of more "enterprise" tools, looking for some input from the community. I'm looking to create a report that includes events that cover a long period, each event has a start / end date and I'm struggling undertanding

• 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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