I need a date calculated column based on time column
Hi, I have a time column, where I have: - Time of some event (order creation) in a format 2018-11-13T18:04:47+0100 (plain text) - I need to create a column containing only a date 2018-11-13 (date) I try to use a calculated column with a formula using
How to make an accumulated sum?
Hi, can anyone help me on this? I need to make report with a column with a running balance for the data: DATE NAME AMOUNT RUNNING BALANCE (accumulated sum) 01/01/10 alksdjfañlskf $30.00 $30.00
[Webinar] 7 BI Trends To Watch In 2021
Hi there, We witnessed an unprecedented market shift in 2020—one that drove businesses and consumers to a mass digital exodus. The settling in to this new routine has further fuelled data generation across diverse sources at a striking scale and speed.
Text to Columns fuction
Hi I have a cell in a table with values separated by a Pipe | is there any way on analytics to replicate the excel text to columns function so that the cell values are posted separately into a new column. Eg the Cell called Barriers has these three
Add a single date filter that could as a "Maximum Date" or run through date
AR reports often require an end date but have a static start date or not start date. It would be helpful to be able to filter all results up to that date. Currently we have to select a start date and end date.
ZOHO sales item report by shipping dates
Hello, I would like to create a report where items for a certain shipping date is listed. I would like to know what items/products we need to prepare / collect for the chosen shipping day. Is there any report available yet? thank you Emese
Detect Broken URL in Zoho Analytics Query Table
I built a query table to show images I am using on my website. Some of the images have a bad URL and the image is not displayed. Is there any logic to tell us if the image link is broken?
Dashboards show Dollars and not Pounds
I'm new to Analytics and i've checked the forums that suggest that you need to edit the data column with the correct currency and then the dashboards will show the correct data. When I look at the properties I can see that it's listed as USD and not
Using pivot table data for conditional formatting?
Hi! I want to be able to create a sales report that shows a weekly average of incoming sales. I have that report, (sales by week, total as average) but would love to be able to highlight customers whose incoming sales are below that average percent.
Problem with API request
I'm trying to make an API request but I keep getting an Error Response 7018 Invalid URL Format. I can't figure out what I'm doing wrong. This is the request: https://reportsapi.zoho.com/api/<e-mail>/<db name>?ZOHO_ACTION=EXPORT&ZOHO_OUTPUT_FORMAT=CSV&FORMAT=XML&authtoken=<auth-token>&ZOHO_API_VERSION=1.0&ZOHO_CRITERIA=(%22CDO%22%3D%27260000%27)&ZOHO_DELIMITER=0 As a test I'm trying to pull just the records that have "CDO" = '260000' in the CSV format, can anybody see what I'm doing wrong?
Ask the Experts #16: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We are excited to host the first online community event in 2021 - Ask the Experts #16 on 28 January 2021 between 05:00 AM - 10:00 AM PST. If you've had any questions about the Zoho Analytics features or prefer to learn more, join the discussion
How to read time logs from people in analytics?
Is there a way to read the time logs from zoho people by employees in zoho analytics to create dashboard entries? Please let know if such process exists. Thanks in advance.
How to use date filter in dashboard to apply as maximum date when used as a range
I'm trying to create an AR balance report that includes customer/clients/accounts beginning and ending balance. How can I apply a date range filter as a maximum value for the first value (i.e. capture all records up to that point for one table, and another
IF Statement in Zoho report Formula
Hello, I'm having a hard time trying to convert an Exce formula like the following one to the Custom Formula options in Zoho Advanced analytics: =IF(A3=B3,"service",IF(B3=C3,"project",IF(A3=C3,"shelf",""))) Besides, is it possible to use AND - OR - NOT operators in Zoho Reports Formulas? What are the rules or correct syntax to use them!!?? Thanks! Br, Efrain
Report of the Week - Estimated Deal SizeTrend
Do you want to track the changing Estimated Deal Size for each potential? You can easily achieve this using Data Snapshot. Data Snapshot allows you to capture and maintain historical data from a report. It periodically snapshots the data from a chosen
Rewind with us – Zoho Analytics in 2020
As we close out 2020, a year that has been challenging in many ways, we felt it would be a good time for some retrospection. Join us as we take you through some of our top moments from 2020: https://zurl.co/Q0ht
How to USE SUM in Reports
Hello Zoho Analytics Team: Is their anyway to use the sum created in this report in formula? I can't seem to be able to access this Sum at the amount columns can you please help! Thank You
Calculate Sales comission by vendor data from Zoho Books
Hi, I am trying to create a report with the sales comission by vendor. The data comes from Zoho Books but I am unable to do the logic The sales report has to be like this - A table with the actual month and the month before - If the invoice amount on
How to view dependency of a table - the FAQ article method is not working
I have already read this article: https://www.zoho.com/analytics/help/onpremise/database/viewing-database.html#dependency-details which explains how to go to More > Dependency Details. This is not working for me. I am on Table A and the Dependency Details
An item with the same key has already been added.
i am using zoho analytics for fetching data. I have used sql queries for fetching data. I have 45 tables and I have used for loop for getting data from all tables. I can get data for the first iteration. For the second iteration I am getting error as,
New Features rolled out on Jan 08, 2021
Zoho Expense - New Addition to Zoho Finance Analytics Now Zoho Finance Analytics extends support for Zoho Expense services (in addition to Zoho Books, Zoho Invoice, Zoho Subscriptions, and Zoho Inventory). With the Zoho Expense advanced analytics connector,
New Features rolled out on Dec 14, 2020
Merging User Filters Enhancement Merge User Filters in Dashboard has been enhanced to support all data types. Previously, only text column based user filters could be merged. Now you can merge user filters with all data types such as number, date, email,
SQL Help - Find number of days it took to pay off an invoice
I would like to collect data on how long it takes to pay off invoices. Ultimately, it will be aggregated by customer but for now should return each invoice. For example I would like to see results along the lines of: Invoice ID - Days to pay 123456789
How can one make a copy of a table?
I have a table that contains custom formulas. I would like to make a copy of that table, so that the new table contains all of the same column definitions and formulas as the parent table. Is it possible to do this?
Zoho Books data source - Cancelled write-offs and adjustment dates
Where can I find log information for cancelled write-offs and adjustment dates? I see both of those pieces of data in Zoho Books but I can’t find them in any data source. Is there a log table I can use in Zoho Books? Sellers
CNAME mapping in AWS
Can we do CNAME mapping for white label solution on AWS?
What is Vendor ID for Analytics
I have data imported from Zoho Finance and all the invoices have a "Vendor ID" associated. I checked and it is not the User ID of the users in Zoho Books. Where can I find this Vendor ID?
Cant seem to Add Data Source for SQL Server using 2nd Database ?
Problem : I have added an SQL server data source with the connection to an SQL Database "1" , imported tables etc etc , all good Now I want to Add a new data source so that I can connect and import data from a different SQL database "2" (on the same
Populate a column with specific text based on numerical number in another column ?
Hi there , very new to ZA sop forgive me if this seems simple !? I have an imported table accounting entries with one column in the table being "Account Code" I have added a new column ("Account Group" which I would like to contain derived text (being
Zoho Analytics connector to Zoho Books - Create Invoices from Data in Analytics
I have created a View in Zoho Analytics that is a summary of "Previous Month" support Hours by "Account Name" - I want to ingest this data into Zoho Books and produce a single invoice for each "Account Name" with each unique TicketID (ROW) as an item
Compare 2 years of data
Hi there How do I create a report that shows me the sales revenue for 2019 and 2020 and then a column that shows me the difference. I have everything except knowing how to calculate the differences between actual columns Thanks Mike
Same report, multiple times (with different filters) on one dashboard
I have a sales report that I want to put on a dashboard 3 times, showing different filters – 1 showing yesterday, 1 showing week to date, 1 showing month to date. Do I need to create 3 different reports from scratch or can I save the same report 3 times
Connect Airtable to ZOHO Analytics
Hello everyone, Excited to share a new tool we built to connect Airtable to Zoho Analytics - Sync Inc (https://syncinc.so). With a couple clicks, we'll setup a hosted Postgres follower database containing all your Airtable data. We keep your database
Help with dashboard creation in Desk
Hi There, We currently use Spiceworks and I am now testing Zoho Desk as it has more features especially SLAs and reports. Attached is a dashborad we use quite a lot as our agents need to make sure they complete 8 hours or work Mon-Thurs and 6.5 on a Friday.
Tip of the Week: Numeric, Currency, and Date Range Filters
Zoho Analytics' chart filters allow you to filter numeric, currency, and date values on a range basis. When you add a numeric and currency column as a filter, the Range section of the Filters tab will allow you to filter data based on numeric ranges into
Anyway to join CRM Accounts in Zoho CRM to Projects in Zoho Projects?
I don't see any ID or field besides using the name to perform a SQL join between the Accounts table and any table in Zoho Projects?
[Webinar] 2020 Rundown: 40 Key Features In 40 Minutes
Hi there, Let's gear up for 2021! At Zoho Analytics, we're consciously realigning our efforts to meet your ever-changing business needs, amidst today's looming uncertainty. We're more excited than ever before to help you transform your business with powerful
Auto Decimal Function
I'm just wondering if anyone else is affected by this? Following an update last week a lot of my already created reports have suddenly started showing decimal points at the end of a table row. e.g. If a table was showing 2 visits - it's now showing
Logical Problem Parsing Data
I'm having a problem conceiving of a solution to this problem and I'm hoping someone out there can solve this one. I am trying to display attendance data (in this case it's weekly, although that's not really relevant). My data looks something like this:
Adding Totals to Summary View
I have created a table using the summary view, but I cannot find how to add a total to the columns. You can easily do this in the pivot view, but you lose the ability to do conditional formatting in the pivot view. The theme in the summary view appears to show a total row, but no total exists. Please see attached picture for reference. Thanks for your help.
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