Announcing Zoho Analytics 6.0
At Zoho Analytics, our mission is to democratize analytics for everyone. We recognize that team members across an organization rely on data to make both simple and complex decisions every day. These tasks shouldn’t require ongoing support from IT and
In Zoho Analytics picklist values are doubled because of translations
Hi, we have our CRM set in Italian by default, because of non Italian-speaking users we traslated all modules and fields in English, too. As a matter of fact, when I try and use picklist values as filters or dimensions in a chart in Zoho Analytics, the
Container - Zoho Analytics
Is it possible to use a container in Zoho Analytics to group reports and charts together for better visualization?
Dashboard into New Workspace
I created a dashboard in my current workspace, but due to access issues, I need to transfer the dashboard and all associated reports to a new workspace. How can I do this?
How to Sync data on Table in shorter period
Hello there, Currently, the time frame on data sync for MSSQL tables I have created is 3 hours. I would need a shorter time frame for my data to sync to enable my reports to be rendered real-time. Kindly advise. Thank you.
Average Leads Created per month/year/quarter
HI, I have recently integrated Zoho CRM with Zoho Reports for Advance Analytics. I created a report for Leads that shows me Leads created per week in a month say Week1: 10 Week2: 20 Week3: 30 Week4: 40 It shows the grand total i.e. 100 Now I also need
Gantt Chart - Zoho Analytics
Are there any plans to add Gantt Charts capabilities to Zoho Analytics?
Geo chart with few fields on the same coordinate
Hi, I have a data with 500 clients that I want to show on a map as a geo chart. I placed the clients with the name of the city but the problem is that when there is 2 or more clients with the same city name, all of them placed in the city center and they cover each other. When I move my mouse over slowly I can recognize that there is few clients in the same point. There is some easier solution that I can figure out that in the same point there is 5 clients? maybe to move them few pixels for some
Restricting usrs to access some sources
Hello, For one of my client, we want to have a new onboarding user to access Analytics to work on KPIs. However, we don't want him to have access to anything financial (ie Books, Invoices) What is the best way to set this user's permission in Analytics
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
Create a live account count
Hi I am new to zoho analytics, trying to make a dashboard which is entirely customisable by date range. I want to create a widget with a count of live accounts. my accounts table has 3 columns which I need to reference. ID, created time, churn date I
How to Duplicate a Dashboard and Point the Duplicated Dashboard to a New/Different Dashboard
Is it possible to duplicate a dashboard view, its reports and point the duplicated dashboard to a new/different dashboard? If so, how do I achieve this?
Can the text data be displayed in the dashboard from a source table (inside a widget or text element?
In a KPI dashboard, wanted to show the customized comment about the filtered user from the source table
Reports and Dashboard required on targets vs achieved -
We have a CRM module that has information about the targets and another module that stores information about the achievements. The target table has the target set for an entire year and has a field called target start date as 1st of April that year. There
Multi Select Filter off comma separated values
Hey friends! I have a query table for a couple of dashboards/ charts. In one of the dashboards, I'm trying to create a multi select filter for the service that is being sold. The way we look at services is by a CRM field titled, "Mail Lead Entities,"
Drill down on Widget Number for underlying Data
I have a dashboard with single number Widgets that when shared the users can't see the "Underlying Data" when they click on them. Am I missing something? Thanks!
Realtime Updates on Zoho Analytics
Hello, I'd like to ask, how do I do a real-time update on Zoho Analytics for query tables? Kindly advise.
CRM fields not showing up in Zoho Analytics
We are using Zoho CRM + Analytics to run a student support program, and we are trying to build out basic reports in Analytics about this program. We keep encountering a problem where important fields do not show up in Analytics even though they are checking
Query in Analytics for tracking Physical Available For Sale from Books
Need: a query in Analytics on which we can build reports related to Physical Stock from Books items. In Books, each item has an Accounting Stock and a Physical Stock. In the settings you can toggle the 'Mode of Stock tracking' option and we have selected
Zoho Analytics - Deleted records are also showing
Hi, in Zoho Analytics, we've set up a form in Zoho Creator and synced both data sources. We’ve also created some reports and dashboards based on this data. However, deleted records are still appearing in Zoho Analytics. What should be done to resolve
Where is my domain? How do I login? Why is it so hard? Why is it separate from my email?
Where is my domain? How do I login? Why is it so hard? Why is it separate from my email?
How to filter by null values
Is there a way to filter a widget by null? I want to get a list of records that don't have a date filled in and can't seem to see how without going through a query. Is it possible to do it through the widget filters? Thanks.
Tracking History of Picklist Values - how to get data in Zoho Analytics
Hello! I've read that now I can Enable picklist history tracking in Zoho CRM (https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-fields/articles/picklist-history) That is exactly what I need to monitor leads status changing. However
Facebook Leads Table is not showing up in data source table list
Hi Team, We are doing facebook marketing and acquiring leads through it. So I would like to get the list of leads captured (form submissions) . We are getting the count of Form submissions in the table, but we are not getting the table for form submission.
How to obtain data about outbound emails for Leads in Zoho Analytics
Hello! I'd like to monitor Sales persons activities regarding to Leads (to check if sales persons make any activities with Leads) in Zoho CRM. So I'd like to create report in Zoho Analytic and check how many emails were sent to clients by Sales persons
Drill Down - Pivot Table
Is there anyway to have drill down options in pivot tables like in the chart function?
Zoho Resource Usage Dashboard
Hello, I would love to know if there would be a dashboard that I can build or that is readily available in Zoho Analytics to track the resource usage of our tables. Information like Who created which tables, how big they are and how fast they are growing
Message "...does not support more than 100 distinct values..." WHY????
I get this message on one of my reports: Sorry, Zoho Reports currently does not support more than 100 distinct values in columns. 'Account Name * Sum(Amount),Count(Amount Tier)' contains more than 100 distinct values. Possibly, you can apply filter to reduce the number of distinct values in 'Account Name' or drop the 'Account Name' field in Rows. I want to list all ACCOUNT NAMES (about 500) with SALES BY ACCOUNT. What is blocking this?
Everything is gone!
I set up Zoho Analytics over a year ago to pull data from Excel spreadsheets that are saved to my onedrive. I created reports that calculated scores based on the data and then dashboards to display these results. It took a long time to set up. I run these
Hiding Empty Reports in Dashboard
I'd like to create a dashboard which summarizes all information related to an individual. As an example let's say there are 20 tables each with 1000 rows, person X appears in 5 of those tables. I've learned how to setup the dashboard with a url filter
Tooltip/ Explanation text on KPI Widget
Greetings! I have a report with multiples KPI widgets and I want to include a tooltip with a small text with an explanation of what that KPI means and where that value comes from. Is it possible? If not, there a way to explain to the final user the meaning
Zoho Projects Work Hours into Analytics
Since the most recent update, my Analytics reports that were comparing Zoho Projects Work Hours (estimate) against Timesheet Hours are gone. They were actually deleted. When I try to recreate them in Analytics there is no "Work Hours" field. Where
Balance Sheet and Trial Balance in Analytics Books Sample Not Balancing
I have connected Analytics to Books and when view the TB and Balance Sheet reports they are not in balance
Tip of the Week - Split Columns in Zoho Analytics Table
Want to split a column containing distinct values into multiple columns in your Zoho Analytics table? The below video demonstrates how you can split columns in a Zoho Analytics table.
Zoho analytics two column LookUp
If i have two tables that need to be joined matching two values from each table, lets say Columns 1 and 2 on both table. If i set in one table two lookups to the same table will it work? Or would I need to create a query table like so: SELECT Table1.[Columns]
Anypone document a jdbc for databricks connection?
It seems it takes hours to find a fix to every problem and once I find a fix there is a new issue, have not even gotten data into Zoho yet and there is no documentation on the topic. Anyone attempt to connect to databricks using a jdbc driver and have
Announcing Zoho Analytics 6.0 Beta!
We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics team
Need a working ODBC/JDBC driver to get Zoho Data into Crrystal Reports XI
Need a working ODBC/JDBC driver to get Zoho Data into Crystal Reports XI William
Zoho Analytics - Custom Design
Is it possible to customize the design of Zoho Analytics by integrating it with Figma? I need more design flexibility for the dashboard, similar to what other BI platforms like Tableau offer.
Constant color of a legend value
It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make
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