Cost of additional Zoho Analytics Portals
All I can find in the documentation is that additional portals cost $25 Is that a one off cost of $25? $25/year? $25/month? $25/user? Please can you clarify
How to make the Grand Summary stay on top/bottom when scrolling
Dears, As the title, I want to make the Grand Summary always stay on top/bottom, always visible when the user scrolling up/down the pivot chart. How can I achive this?
Make Widgets Clickable or Copiable
Hi, I created a KPI Widget in Zoho Analytics whose content I would like the users that see my dashboard could copy or click and be redirected elsewhere. Yes, I'm aware I can create a Text Box for that instead of a Widget, but the problem is that the link
Restrict access to workspace
Hi I have a Workspace - I'd like to restrict access to this workspace to myself (the account admin) and 2 of the 5 organisation admins i.e I have workspace I'd like to keep 3 of the org admins from accessing. I don't want to change the 3 org admins to
Undocumented System Variables
Hi, The documentation that I'm aware of for Zoho Analytics system variables is found here. However, I don't see the system.timeline.date.from and system.timeline.date.to variables listed. Where can I find a list of all the system variables in Zoho Analytics
Filter Tabs in a Dashboard
I have multiple tabs in a dashboard one of which is aimed at a different audience, is it possible to filter out this tab for a group of users?
Is it possible to have an Aggregate or a formula data column that only sums subtotals?
So I am trying to make a data columns that would only sum the subtotal. let me explain, I want to sums the hours worked of employes. I also need to split the hours when they reach 40 hours into another column. I can make this work perfectly with formula
Reporting on open pipeline value over time
I'd like to use the stage-history table to be able to look at how much our open pipeline of potentials was valued at at any given time in the past in order to compare it with the present. I don't see how to do this using the current table or how to join it to another table. Basically, I want to see a "snapshot" down to the level of the day of the value of the pipeline. This seems like it should be easy to do, but I can't figure out how to get a date column into the report. Stage history only
Contextual Information when Apply Filters
Hello, Let's say I had a pivot report looking at an "Accounts" table, if I had a user filter to select a specific account. When a user hover overs an individual option in the "Accounts" user filter, is it possible to have a pop-up display with additional
Can I limit the information shown in a chart without filtering underlying data?
Hey there, this is a thing that boggled me for a while in Analytics: Can I limit what's displayed in a chart without filtering out underlying data? Example: I have a simple table with historic sales data (date - revenue) and want to create a chart to
Map chart - Can I remove the longitude, latitude and count that generated automatically in Tooltip?
Is there any way to remove this information in the Tooltip? I don't want to show the exact longitude, latitude, and Count. I just want to keep the columns I drag into Tooltip myself. Thanks!
Drill Through on Shared Dashboards
Hello, I have created a dashboard that I intend to share with my sales team. One of the reports on the dashboard includes a "drill through" option. In testing, my "sales rep" users are not able to access the Drill Through option or any drill down options,
[Upcoming Webinar] Power up LinkedIn marketing with Advanced Analytics
Modern businesses are leveraging social media like never before to generate, retain, and expand their customer base while driving revenue. LinkedIn continues to be one of the most preferred marketing platforms for businesses. Based on our interactions
How to troubleshoot Google Pub Sub beta connector in Zoho analytics
Hi We are working with another development team to get Google Pub Sub Stream connected with Analytics and they are receiving 400 errors and when I try to validate I get the following: Failure Reason(s) Stream data does not contain any matching column
How to make one filter limit the display of another filter in a Dashboard?
Hi, I'm trying to do something similar to what this guy (his name is David) has described: https://help.zoho.com/portal/pt/community/topic/creating-two-dashboards-from-the-same-dataset-with-one-extra-filter . I followed all replies to his question and
[Blog] Augmented Analytics in Healthcare
In Healthcare, achieving outcomes through innovation, at a lower cost, is more imperative now than ever. Find out more about how Analytics augmented with AI, can be an enabler in improving healthcare outcomes, from our ZohoAnalytics blog Read it fully
Pivot Table on Campaign Members - Contacts and Contacts
see linked video https://workdrive.zohoexternal.com/external/a08bee671a33aa2bfbebe260af8a1150ff98d09fd43f7898ef5411396ba8c707
How to create comparison time periods like these examples
In a Pivot Report I would like to be able to select any date range and show a set of metrics for that date range e.g. revenue, orders, units sold. I would then like to be able to compare to the previous period based on the amount of days on the selected
How do I get the Text Account name instead of the Reference number?
Good Morning everyone! I am very new to zoho analytics. I'm trying to create some pivot tables and when I add the Account or Division name it comes up as a reference number. From my research, I need to use a lookup. I'm having a really hard time understanding
Creating two dashboards from the same dataset with one extra filter
Hello everyone, I'm new to Zoho Analytics, so perhaps my approach has been overly complicated but hopefully somebody can guide me in the right direction. I have a dataset of names and each name has 5 values. I have created a chart with a look up filter
Pivot table has the maximum data points
When I make the pivot table that I need, he says: Data points exceed the maximum rows limit allowed in Pivot tables. 'Show Missing Values' option applied partially to show the pivot. But I only have 5 columns and maybe 80 rows. How is this possible? (I
Google Ads Data Source - Full Conversion Window
For our Google Ads account, we have a 30-day conversion attribution window. Using the built-in data source of Google Ads does not seem to accurately sync this. I presume the issue is that conversions that happen after a given day's data has already been
Date Filtering - Zoho Analytics
Hello, Situation: Let's say you have a table called "Contracts", these contracts have a start and end date, and a report called current contracts has been built in Zoho Analytics. This report displays a list of contracts that are "active", meaning they
Change Data into Country
Hi Team, I've created a form in Zoho Creator to collect task details, including a multi-line field for countries. I extracted this data using a query table, but I cannot change the data type to Country. The alert message indicates that the conversion
How can I find invisible characters in my Deals table?
Hi, I'm using Zoho Analytics to investigate some formatting issues we've come across in our Deals from Zoho CRM and it seems that something's wrong with some of our records. Although we defined a global set to pick from in our "Lead Channel" picklist,
Analytics Portal
I have the "standard plan" and want to explore the portal option; I activated the 15-day trial but do not see the pricing for the add-on. How can I get the price under "Upgrade add-ons." Thanks Rudy
Sharing reports via Cliq
Hi Team, I wanted to share my reports which I created in Zoho Analytics to specific groups in Zoho Cliq. How can I enable this feature? FYI: I couldn't find the Cliq Integration in Zoho Analytics Settings.
Waterfall Chart
Hello, I would like to create a waterfall chart on Zoho analytics which shows the movement in changes of budget throughout a few months, on a weekly basis. Should look something like the picture below. Does anyone know how to?
Tip of the Week - Conditional Formatting Chart
Conditional formatting allows you to highlight your data series based on a pattern or a trend in your data. This makes it easy for you to identify when your data reaches certain values or when it deviates from the trend. Zoho Analytics allows you to
Solution of the Week: Financial Reports with Impactful Visuals
Finance reporting is a critical part of understanding an organization’s financial health. With Zoho Analytics, you can easily create dynamic reports such as Balance Sheets, Budget Statements, and Profit and Loss Statements. Now, with the release of Zoho
Transfer image url from Zoho Forms to Zoho Analytics
I am storing an image in a zoho form. When I pull the data from the form into zoho analytics the image field does not import. How do I pull in the image url location or the image into Zoho Analytics.
I want to know the gross profit by sales person. How?
Kindly guide me how to know the amount of gross profit which is calculated on the basis of sales person. That means, how much is the amount of gross profit made by a particular sales person.
ZIP Codes not Available on Zoho Analytics
Hi, I'm currently trying to create a Chart Map in Zoho Analytics, but I'm struggling to get all my data points displayed because not all ZIP codes from my database are available in Zoho, even though they are valid sequences. I can't provide a specific
How can I account for business hours when measuring first response time SLA?
I am just starting to use Zoho Reports for our ServiceDesk Plus. It appears that first response time is measured over 24hr period. For example, in the Average First Response Time report and Average First Response Time by Technician. I'm hoping to get some help in figuring out how to account for the operational hours that we have defined in SDP? Thank you for your help -Mark
Solution of the Week - Multiple Organization Setup with Same Base Currency
You can use the Zoho Analytics integration with Zoho Finance to create financial statements like balance sheet or profit and loss statement easily. The integration setup can be done in two ways: Single Organization Setup Multiple Organizations Setup If
CASE function in SQL Query Table
I have 2 Data Tables coming from different sources syncing into the same workspace. I have several columns (Columns A – G) from Data Table 1 and 1 Column from Data Table 2 (Column B) that I want to show up in a Query table. DT 1 and DT 2 are joined by
Zoho Analytics Balance Sheet Opening Balance
I have recently linked our Zoho Analytics account to Xero however I have found that all the standard balance sheet reports in Zoho Analytics along with any new ones I try to create are incorrect as Zoho Analytics does not import an opening balance. How
Support for FULL OUTER JOIN in Query Tables
That's all. Thanks in advance, Eduardo
Time Format from Decimal Number to Hours and Minutes (hh:mm)
I have been using Zoho Analytics for some time now, and I have a query table that combines data from three datasheets (Calls, Desk and Projects data coming from different Zoho moduels). One of the columns contains Hours, as a decimal number, eg. 0.75
Conditional formating entire row ?
2 quick questions. Question 1. Is it possible to have a conditional from a single cell change the entire row ? Let's say for example if the column total hours is greater then 40 to have the entire row change color and not just that cell ? If not is it
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