Visualize Charts Using Groupby and Aggregate functions

Visualize Charts Using Groupby and Aggregate functions

Hello!
 
Have you been using tables to present data in mail merged documents? If so, it maybe time to try a more interesting alternative. Charts help you present data in an exciting way, and make it easy to highlight specific aspects of your data.
 
With Writer, adding charts to mail merged documents is simple. Easily create and edit charts to meet your needs using different chart types, built-in aggregation functions, and chart customization options.
 

 

Aggregation in charts / Aggregate functions in charts
Pull data from your data source and choose an aggregate function to present it within your document. Writer offers Count, Count Distinct, Sum, Average, Min, Max, and Median functions to process your data however you need.

 

1. Numerical data aggregation
Data comprised entirely of numbers (such as the number of cars sold by a company) is numerical data. Compared with raw or individual data (like a list of all cars sold), aggregated data (such as the number of a specific type of car sold every month) is more useful. Writer helps you instantly aggregate data with built-in chart functions.



Writer's charts support the following aggregate functions: Count, Count Distinct, Sum, Average, Min, Max, and Median. For example, you can apply the Count function to the monthly sales data to get the number of cars sold per month. Similarly, the Average function will show the average number of sales per month. Click here to learn what each aggregation function does.

Aggregated data helps reveal patterns, and charts make the patterns easy to understand. In the case of our example, a chart provides an overview of the car company's monthly sales performance.

2. Non-numerical data aggregation
Any data without numbers (such as yes/no answers, or answers to open-ended questions) is non-numerical data. Let's say a fast food restaurant wants to add ice cream to its menu. It can run a survey among its customers asking for their favorite ice cream flavors. From there, it can use Writer to aggregate the responses, and present them in the form of a pie chart to easily understand customers' preferences.
 

 

3. Group By and Aggregate
For detailed analysis and insights, you may choose to split data into separate groups before aggregating them. For example, in addition to the total number of cars sold in a month, you might also want to know the number of hatchbacks, sedans, and coupes sold in a month. With Writer's Group By function in charts, segregating raw data into different groups and then aggregating them becomes simpler.

 



Advanced chart tools
Make your data visually appealing and easy to understand. After choosing a chart type, use various customization options, such as colors, wrap style, margins, position of legends and data labels, and font sizes.


That's all for now! Tryout Writer's charts, advanced chart tools, and aggregate functions in mail merge, and let us know what you think.

Need any help working with charts? Write to us at support@zohowriter.com or simply leave a comment.

Happy writing!


      • Sticky Posts

      • Zoho Writer's WordPress extensions

        Hey Zoho Writer users! Say goodbye to all your WordPress content publishing woes with Zoho Writer's WordPress extensions. Publish content with all your formatting and images, republish content when you update a document, and more—from a single window
      • Easily perform calculations using dates with the new DATEDIF function

        Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:
      • Date-based conditions and filters

        Configure conditions with date  Hi everyone! We are excited to announce that you can now compare and filter data with date-based conditions. This update lets you compare date fields in a document to a reference date and display a text or value if the
      • Introducing group by, aggregation, and repeating regions in mail merge templates

        Display data exactly the way you want and highlight key insights with Zoho Writer's enhanced merge templates. We've supercharged Zoho Writer's merge templates with the capability to dynamically group, aggregate, and repeat data as blocks. You can now
      • Say hello to an improved way to merge documents!

        Automating all your documents from start to finish is now easier than ever with Writer's new merge tools.   If you haven't seen it yet, you can read the main announcement here. Here is the full list of the features we've rolled out: 1. Dynamic Table Headers

        • Recent Topics

        • This mobile number has been marked spam. Please contact support.

          Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?
        • Zoho Creator customer portal users

          Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3
        • Zoho CRM Portal Field Level Permission Issue

          Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for
        • How to restrict user/portal user change canvas view

          Hi , I would like to restrict user / portal user change their canvas view because I hide some sensitive field for them. I dont want my user switch the canvas view that do not belong to them But seems Zoho do not provide this setting?
        • Function #11: Apply unused credits automatically to invoices

          Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.
        • Edit Contact Roles in the Potentials Mod

          New to ZOHO so I need some help.  I work the same people on different projects concurrency. Their contact info remains the same but their role changes from project to project.  In the Potential Mod you can pick contacts and assign a Role to them.  I know how to edit the roles. What I want to do is add some fields. Specifically I want to add the following "Expectation" "Requirements" and "Communication "Requirements." This will allow me to look at a Potential and see information associated with this
        • Duplicating report but custom layout does not

          Dear Zoho Creator, I need to duplicate a report into 10 copies, but unfortunately the custom layout (detail view) doesn’t copy along with it. I tried exporting and importing the custom layout, but the field mappings are incorrect. I believe everyone are
        • Credit Card Readers?

          We would like to use our commerce website at conferences (and eventually in store) to swipe credit cards to pay for orders. How would we accomplish this? Does Zoho have anything available for a developer write code to integrate something like Stripe Terminal
        • AI generated meeting notes associated to Account or Deal

          As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the ability
        • Stock count by bin location

          Is there a configuration to make a stock count by bin or area and not by product. these is useful to manage count by area Regards
        • Add Prebuilt "Partner Finder" Template with Native Zoho CRM Integration in Zoho Sites To: Zoho Sites Product Team

          Hi Zoho Team, We hope you're doing well. We would like to request a prebuilt "Partner Finder" template for Zoho Sites, modeled after your excellent implementation here: 🔗 https://www.zoho.com/partners/find-partner-results.html ✅ Use Case: Our organization
        • How Do I Refund a Customer Directly to Their Credit Card?

          Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-
        • Can we generate APK and IOS app?

          Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 
        • Limitation with Dynamic Email Attachment Capture

          I've discovered a flaw in how Zoho Creator handles email attachments when using the Email-to-Form feature, and I'm hoping the Zoho team can address this in a future update. The Issue According to the official documentation, capturing email attachments
        • Why is Zoho Meeting quality so poor?

          I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
        • Zoho Learn Course Completion Notifications/Triggers/API

          Zoho Learn works great and will suit our course creation needs, but it appears to be lacking a bit when it comes to integration with other Zoho services (creator etc.) when it comes to course completion. 1) Is there an API or Zoho Flow trigger for when
        • Sorting a list of record acquired from the zoho.crm.searchRecords function.

          This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record.  As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above contains
        • Enhanced Recording Permission Controls for Zoho Cliq Meetings (Similar to Zoom)

          Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the recording permission functionality in Zoho Cliq Meetings. Current Limitation: in Zoho Cliq Only hosts and co-hosts can record a meeting. Participants cannot
        • Phone Connection

          When on a call the person on the other end complains that there is static, I am cutting in and out or they can't hear me all. This happens on the cell connection as well.
        • Can't add a sender adress from zoho campaigns

          hi, I need to change the sender address for a campaign.  When i try to add it i get a message to say 'duplicated email address found while adding your sender address'.  This is the first campaign i'm sending so I don't understand why this message is displayed? Thanks Jane 
        • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

          Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
        • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

          I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
        • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

          Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you
        • Export History timeline

          Hi, I have an idea, bout zoho desk history of the ticket it would be great if the agent or admin of the zoho desk can export the timeline of the ticket history for agent report or on other matter.
        • Desk fails to create a new ticket on Reply email

          When I send a direct email to support@mysite.com, Desk will create a new ticket as expected. When I REPLY to an email sent from support@mysite.com, Desk will NOT generate a new ticket. This is very bad. How can I fix this? Use case: In a separate system
        • Condition based aggregate fields in subforms

          Hello everyone, We're excited to inform you about the latest enhancements made to our aggregate field capabilities in subforms; create aggregate fields based on conditions! An aggregate field is a column on which a mathematical function has been applied.
        • Ask the Experts 25: Experience the full spectrum of Zoho Desk’s autumn and spring releases for 2025

          Hello Everyone, We’re on the 25th episode of our ATE series! It's a true milestone in our live community interactions! It’s been an amazing journey since we started in October 2018. Zoho Desk has come a long way, evolving with the support of a wonderful
        • Printing Multi-Page Reports (PDF Export)

          Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experience
        • Addin Support in Zoho Sheet

          Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?
        • Mass Update of Lookup Fields not possible

          Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a
        • Zoho Books | Product updates | November 2025

          Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax Digital
        • Function #61: Automatically add free item to the invoice based on item quantity

          Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotions
        • Notes for Items for Future Purchase Order

          Next time when I order an item, tau have to make some changes in it, that order has to be placed after 4-5 months, I want to save those changes or points somewhere in the item, how will that be possible..
        • Schemes of different tyoe

          How can easily apply hourly, day wise or month wise  schemes on Bill, Quantity, and other schemes. Like I want to apply a scheme  Form today to next 7 days .where i can mention in zoho books so scheme will implement automatically to all customers and
        • Alphabetically

          How can i arrange alphabetically - (Manage Manufacturer) Field in Item Master 
        • Clients not receiving emails

          I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!
        • Double opt-in notifications and customizable confirmation messages for your webforms

          Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit
        • Enterprise subscription support

          My organization sells subscription services to enterprise customers, which is a different model from the consumer subscription model that Zoho Billing has been designed to support and I beleve this capability should be added. An enterprise subscription
        • Recruit paid support?

          Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting to
        • Free Plan mail accounts details

          In the zoho mail pricing there's a free plan that includes: FREE PLAN Up to 25 Users 5GB* /User, 25MB Attachment Limit Webmail access only. Single domain hosting. I need to make sure that I'm able to create multiple email accounts in the form of: name@domain.com
        • Next Page