Data Storytelling with Zoho Analytics

Data Storytelling with Zoho Analytics

Zoho Analytics is a unique self-service BI tool that comes with unique benefits. It is a reporting and analysis tool that targets at helping business users in a comprehensive way. With the use of individualized dashboards, over 76% of Zoho analytics businesses use the product for almost an equal portion of users.

The organizations that use Zoho Analytics benefit immensely because they have greater control over data visualization and analysis. It is an advanced analytics platform that can be used to visually analyze data, access data, forecast data, and share and collaborate data too.

Data storytelling is one of the most well-defined methods of delivering consumable insights through familiar and consistent business workflows while increasing insight adoption. By using the data storytelling capabilities of Zoho Analytics, users can create stories with immersive presentations and purpose-built analytical portals for sharing insights.

Zia insights come with a storytelling capability that offers automated insights through the textual narration of important insights from reports and dashboards. This is something that reduces the time and effort needed to explore data and glean insights.

Reimagining Data Storytelling

Data storytelling is a lot about delivering consumable insights with familiar and everyday business workflows while also increasing the adoption of insights. With the use of data analytics features that it offers, one can create beautiful presentations and set up purpose-built high-quality analytical portals for sharing more insights.
Zoho Analytics can be used to tell interesting stories. Some ways in which that is possible are:

1. Crafting Presentations With Basic Slideshow: Many times, you may want to add colorful data visualizations for depicting data trends in the presentations. With a display of supporting factual aids, reports, and other dashboards on large TV screens for a live view of important metrics, great value can be added to a presentation.

Zoho Analytics makes creating presentations with a basic slideshow very easy. It is an analytics platform that allows you to publish the views in your workspace as a slideshow. You can either embed or create a permalink for the slideshow just as needed. You can also create slideshows, view them in big-screen mode, and manage slideshows.

2. Crafting Analytics Presentation With Advanced Slideshow: The advanced slideshow is a powerful method of data storytelling with features that allow you to craft impressive presentations blending visualizations that are created in Zoho Analytics.

Along with the visualizations, you can also add narrative elements including text, videos, infographics, and shapes in your presentations for creating an interesting and analytical story.

3. Portal: The portal is for organizing reports and dashboards that you have created into pages and publishing them as a microsite for easy access to the users. The website is a standard and familiar method of consuming any kind of information which is why publishing the analytical content is a feature that Portal allows you to do.

The microsite portal allows you to publish reports and dashboards from all over the Zoho Analytics workspace combining the rich formatted texts and visuals. It is also easy to use a variety of website templates for creating an interactive and rich website portal that enables any type of user to access, interact, and consume important business insights.

4. Zia Insights: With its natural language generation capability, Zia Insights offers actionable insights in the form of digestible narrations. This allows the customer to get important insight immediately. 

Deriving insights from reports and dashboards can get pretty time-consuming. Rather than interpreting the chart manually, the users can make quick decisions and that too strategically by discovering the hidden insights instantly.

As one of the most trusted self-service BI constituents of the Zoho business suite, Zoho Analytics comes with users/vendors or businesses that aim to offer combined and augmented business analytics to their customers. It supplies a wide number of diverse connectors to data sources that the users can easily integrate into a central data model design.

Moreover, Zoho Analytics can also be used by business users for making informed decisions. There are many business connectors for Zoho and non-Zoho apps that can identify and map table relationships actually. It can further create a domain and cross-domain models. It also trains users to create sample reports using individualized dashboards for pacing up implementation for analytics.

  1. AI-Powered Data Preparation: You can easily integrate, model, clean, and enrich data from inside using the data analytics features of Zoho Analytics. The AI-powered advanced and self-service data preparation service helps in advanced Zoho Data Prep. This is an integration that widely helps in improving the ETL capabilities of Zoho Analytics.

  2. Zia Insights: Zoho Analytics comes with smart assistance called Zia which takes augmented analytics up a notch. Zia offers automatic insights and that too in an easy-to-understand narrative for better decision making. It comes with a Chatbox which further allows you to have a more immersive and meaningful conversation with Ask ZIA.

  3. Enhanced Forecasting: You can easily choose the forecast model that suits your requirements in the best ways while using the data to make suitable forecasts. The enhanced forecasting presented by Zoho Analytics helps in making informed decisions.

Conclusion

Zoho Analytics is an evolved platform that facilitates analytical insight presentations in the context of familiar business workflows. The users can add rich text, images, and shapes for weaving data stories for the audience with the help of Zoho analytics. It can also be used to create purpose-built analytics portals and make data-driven decisions at all endpoints in the journey of a customer.

In the future, the data visualization list of Zoho Analytics is also expected to get bigger with the introduction of new visualizations coming in.
 

Cheers!

Abhi

Seasoned Zoho Authorized and Certified Partner


Feel free to contact me if you have any queries

Email: abhishek(@)encaptechno(dot)com

Call: +1-416-405-8185




        • Recent Topics

        • Workdrive 5.0 / API Documentation Workflows

          Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin
        • How to keep track of bags, cans, drums of inventory?

          We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another
        • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

          Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks
        • How many ZOHO-Sites does the ZOHO-One Suite allow for?

          The free version of ZOHO-Sites allows for two sites, but it seems that the professional version (which is included in the ZOHO-One Suite) only allows for two websites. Is that correct? How many sites can I have within one ZOHO-One account?
        • Replace Lookup fields ID value with their actual name and adding inormation from subforms

          Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving
        • Webhook from Zobot to Zoho Flow fails

          I'm trying to connect from zobot to zoho flow. When testing in zflow, I am receiving all entered data from the connector correctly. The SalesIQ connector's "outputreaction" is {} (is this normal or is there a problem?). But as soon as I try my chat bot
        • Transition from Sole Proprietorship to GmbH (Limited Liability Company) – Best Approach in Zoho Books / Zoho One

          Hello everyone, I am currently operating under a Zoho One plan with a sole proprietorship in Switzerland. As of January 1st, 2026, I will be incorporating a new legal entity – a GmbH (Swiss equivalent of a Limited Liability Company). While the business
        • Best way to display complex Bookings Consultation Descriptions on Zoho Site?

          I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) during
        • DKIM cannot be enabled for the domain as no verified default selector present

          Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.
        • Issue Connecting My Domain to Zoho Sites Despite Purchasing It from Zoho

          Hello, I am facing an issue connecting my domain to my website on Zoho Sites. Details of the issue: I purchased the domain directly from Zoho. I am already using the same domain successfully with Zoho Mail. However, when I try to assign this domain to
        • Insert auto number from main form into subform rows

          Hello. I'm trying to take from my main form "order number" which i have setup as an auto generated number into every line created in my subform. So when a row is created in my subform i want the "order number " from the main form to be inserted automatically.
        • Dark Mode - Font Colors Don't Work

          When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.
        • Integrate Bunq with ZOHO Bookes

          We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?
        • Cliq iOS can't see shared screen

          Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
        • Access Denied

          I am iOS Developer and updating our clients project and shifted ZohoDeskPortalCore SDKs from cocoapods to SPM and changed few lines of code but now i am get access denied, the help center app is unavailable. please contact administrator.
        • Using Zoho Desk to support ISMS process

          Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from
        • Bin Locations

          Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan
        • TaxJar vs Avalara

          Hi, I'm evaluating adoption of a sales-tax service for US based business. Anyone else have experience with TaxJar and Zoho Books? I am a Zoho One subscriber so anticipate needing to use Flow to make this work. It seems like Avalara are simply too expensive
        • How to check Leads with no Task (open activity)

          Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.
        • What can we do on our end to improve the Answer bot answers?

          Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing
        • Taxes for EU B2B Transactions

          Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid.  This is essential for all inter EU B2B trade.
        • How to upload file to Connect using API?

          Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.
        • Items Landed Cost and Profit?

          Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the
        • Group Tax in Service Line Items

          Hi FSM Team! I noticed that when you update a tax in the service line item the group tax is not showing up as an option. Let me know what can be done thank you!
        • FSM Improvement Idea - Show an Import button when there is no data

          I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import
        • Zoho FSM API Delete Record

          Hi FSM Team, It would be great if you could delete a record via API. Thank you,
        • OAUTH_SCOPE_MISMATCH Error for Marketing Automation APIs with CRM Plus Account

          I'm trying to integrate Marketing Automation journey triggering via API but getting OAUTH_SCOPE_MISMATCH errors. I need clarification on API access for CRM Plus users.
        • Access token generate from the refresh token not working for API

          Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.
        • Function #4: Schedule Customer Statements

          Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
        • Limiting search or dependencies with an asterisk "*".

          I have a form with several dependency fields with options still developing for each field. Since these options were developing and not yet ready to be a selection in the field, I placed a filter for the dropdown field. In this filter, I selected fields
        • Improved RingCentral Integration

          We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.
        • Cross Data Center Support for 1:1 Chats with External Users

          Hello Zoho Cliq Team, We hope you're doing well. We appreciate the recent enhancement that enables cross data center collaboration in external channels, which has already improved communication across distributed teams. However, we’ve noticed that this
        • Support Bots and Automations in External Channels

          Hello Zoho Cliq Team, How are you? We actively use Zoho Cliq for collaboration, including with our external developers. For this purpose, external channels are a key tool since they work seamlessly within the same interface as all of our other channels
        • Answer Bot and Personalized Questions

          Hi there, I have the same problem using the SalesIQ Answer Bot and the Zoho Desk Answer Bot (which really need different names, to be honest, in order to avoid confusion...) Customers that visit our website ask questions in the form of "What do you do?"
        • Handling Greetings/Small Talk at the Beginning of a Zobot Conversation

          Hello everyone, I’m currently configuring a **Zobot** in Zoho SalesIQ and everything is working as expected, except for one specific scenario at the very beginning of the conversation. My target audience has the habit of starting with a **greeting or
        • Regex in Zoho Mail custom filters is not supported - but it works!

          I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regex
        • Importing a new list into campaigns

          I'm in the middle of switching my email platform to campaigns. I have a list that I want to import, and it overlaps with my existing Zoho CRM list. The fields in my Zoho CTM are more robust. Will this new list that I upload into my campaigns overwrite
        • when I email a invoice how can i see it was sent and also were i can go to see all emails sent

          when I email a invoice how can i see it was sent and also were i can go to see all emails sent?
        • Export Invoices to XML file

          Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities
        • Showing description in timesheet and timelogs.

          I am wondering if it’s possible in version 5 of Zoho People to have the description show by default or with a manipulation on the user’s part. Let me show you what I mean. As you can see this is the view for the users. Now if they want to see the full
        • Next Page