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

      • 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:
      • 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
      • 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

        • Feature Request: Add Tax ID Display on Event Tickets

          Hello Backstage Team, I’ve had several clients bring up an issue regarding tax compliance when creating events. For tax purposes, they are required to show their Tax ID on the event tickets. Currently, this isn’t an option, so they have to manually generate
        • Resolution Time Report

          From data to decisions: A deep dive into ticketing system reports What are time-based reports? Time-based reports are valuable tools that help us understand how well things are going by breaking down key metrics over specific periods. By tracking, measuring,
        • Support Custom Background in Zoho Cliq Video Calls and Meetings

          Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the video background capabilities in Zoho Cliq, specifically the ability to upload and use custom backgrounds. Current Limitation At present, Zoho Cliq allows
        • Add RTL (Right-to-Left) Text Direction Button in Zoho Cliq

          Greetings Zoho Team, We would like to request the addition of an RTL (Right-to-Left) text direction button in Zoho Cliq, similar to what is already available in other Zoho apps like Zoho Desk. Currently, while using Zoho Cliq with the English interface,
        • Enable Backgrounds and Video Filters for 1:1 Cliq Calls Across All Zoho Entry

          Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement related specifically to 1:1 video calls in Zoho Cliq. Current Behavior Zoho Cliq currently provides background and video filter options in the following scenarios:
        • Proposal: Actionable API Error Messages to Reduce Support Ticket Volume

          I've encountered a long-standing frustration with how Zoho Creator's API communicates errors to developers, and I'm hoping the Zoho team can address this in a future update. This issue has persisted for over 9 years based on community discussions, and
        • Zoho Flow: Stripe a Zoho Marketing Automation

          Hola! Quiero hacer un flujo con Zoho Flow, para que cuando se haga un pago en Stripe, añada el lead en Zoho Marketing Automation. Lo he configurado, configurando el disparador como "Payment created" y mapeando el campo de Stripe "Receipt email address".
        • Not able to delete a QC nor able to revert or create a cycle of manufacturing for QC failed Jobs

          Not able to delete a QC nor able to revert or create a cycle of manufacturing for QC failed Jobs
        • Need Customer Item Inward Module along with QC

          Need Customer Item Inward Module along with QC 1. Using Transfer Orders hit the item balance sheet 2. Items without inventory it becomes difficult for tracking purpose. 3. Custom Modules become tedious to capture multiple items, item subforms are not
        • LESS_THAN_MIN_OCCURANCE - code 2945

          Hi I'm trying to post a customer record to creator API and getting this error message. So cryptic. Can someone please help? Thanks Varun
        • Zoho email

          I need a list of email addresses of all contacts on my zoho
        • Shift-Centric View for Assigning and Managing Shifts in Zoho People

          Hello Zoho People Product Team, Greetings and hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We would like to submit a feature request regarding the shift assignment and management view in Zoho
        • Zoho Sheet for Desktop

          Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
        • Introducing parent-child ticketing in Zoho Desk [Early access]

          Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
        • cant upload images in signature- urgent help needed. ta!

          HI, I have been trying to insert the company logo in the signature. i have tried it several times since yesterday, the longest I waited was 1 hour and 12 minutes for the pop up window to upload a 180 KB .jpg file. what am i doing wrong.. an urgent reply
        • Add Ticket button in Home view

          When I go to the My Tickets or the Knowledge Base view in our Help Centre, the Add Ticket button is available, but not in the Home view. I would really like for it to be displayed in the Home view as well. Is this possible? Thanks.
        • Problem using Zoho Desk API

          Goodmorning, I am trying to use the Zoho Desk API to create a dashboard in Grafana, but I am having a problem. Following the instructions in the API documentation, I created the API Console application (server-based application). Then I created the string
        • Add zoho calendar to google calendar

          Hi I keep seeing instructions on how to sync Zoho CRM calendar with google calendar but no instructions on how to view Zoho calendar in my google calendar.
        • How to print a label from zoho creator app?

          Hello, I would like to print a label from zoho creator app record similar to attached one. Size 74mm x 102mm. I tried record template. It leaves plenty of space around the content and also I couldn't set the height of the page. So it is not printing properly. Could someone please direct me to right direction for this requirement?
        • City field suggestion in Zoho Books

          Hi team, We are using Customers module in Zoho Books. In the Address section, we want to understand whether the City field can show suggestions while typing using any API or built-in feature. For example, if a user types “Mum”, can the system suggest
        • Non-responsive views in Mobile Browser (iPad)

          Has anyone noticed that the creator applications when viewed in a mobile browser (iPad) lost its responsiveness? It now appears very small font size and need to zoom into to read contents. Obviously this make use by field staff quite difficult. This is not at all a good move, as lots of my users are depending on accessing the app in mobile devices (iPads), and very challenging and frustrating. 
        • How can I check all announce?

          Hiii, May I ask how can I check all the announce based on broadcast date instead of reply date based So that I will not will miss out any new function
        • What are the create bill API line item requiered fields

          While the following documentation says that the line items array is requiered it doesn't say what if any files are requiered in the array. Does anyone know? API documentation: https://www.zoho.com/inventory/api/v1/bills/#create-a-bill I'm trying to add
        • Function #53: Transaction Level Profitability for Invoices

          Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.
        • 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
        • Cannot connect to imap.zoho.eu on iOS26

          Hey, I recently migrated to another iPhone and since then use iOS26. Every since then, I was not able to connect to "imap.zoho.eu" from Apple Mail. I tried deleting the account and adding it again, did not work. I tried creating an app password, didn't
        • Personalize your booking pages with Custom CSS

          Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,
        • Marketer's Space: Plan smarter with Zoho Campaigns' Calendar

          Hello Marketers, Welcome to another post! Today, we'll talk about a discreet yet significant feature that's neatly tucked inside Zoho Campaigns: the calendar. It might look like an optional but somewhat unnecessary feature that you can use occasionally,
        • User

          If user is already part of manage engine endpoint central , what hapens when i try to add them to another Zoho org / directory? Are these users added as external users?
        • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

          Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
        • Outlook - Zoho CRM Calendar Integration

          I'm facing an issue integrating Outlook with Zoho CRM. Has anyone successfully connected their Outlook to Zoho, and are all your meetings and emails being captured correctly in the CRM? Any insights or troubleshooting tips would be appreciated
        • 【Zoho CRM】ポータル機能のアップデート

          ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、ポータル機能のアップデートをご紹介します。 ポータル管理の新機能「自動招待」により、Zoho CRMからポータルへの招待を自動化できるようになりました。これまで必要だった、ユーザーごとの手動設定は不要になります。設定した条件に基づいて、対象ユーザーに自動で招待が送信されます。 ポータルの新機能 条件に基づく自動招待:指定した条件を満たすユーザーに、自動で招待を送信 招待設定:招待メールの言語を選択し、言語ごとに条件を設定可能
        • Contact data removes Account data when creating a quote

          Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add
        • I need to know the IP address of ZOHO CRM.

          The link below is the IP address for Analytics, do you have CRM's? IP address for Analytics I would like to know the IP address of ZOHO CRM to allow communication as the API server I am developing is also run from CRM. Moderation Update: The post below
        • Email was sent out without our permission

          Hi there, One customer just reached out to us about this email that we were not aware was being sent to our customers. Can you please check on your end?
        • Export all of our manuals from Zoho Learn in one go

          Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, Hannah
        • Automation#31: Automate Splitting Names for New Contact Records

          Hello Everyone, This week, we present to you a custom function, which allows you to split the first and last names from the user's email ID based on the separator used in the ID. Having grown into a large firm, Zylker Techfix aims to optimize its processes,
        • Automatically remove commas

          Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom
        • Transfer ownership of files and folders in My Folders

          People work together as a team to achieve organizational goals and objectives. In an organization, there may be situations when someone leaves unexpectedly or is no longer available. This can put their team in a difficult position, especially if there
        • Project Change Orders and Additions

          We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out
        • Next Page