Merging 2 columns
Hi, I would like to merge two columns together (in the same table). One is a date type column and the other is a number type column.
How to show 2 date fields on the same line chart?
I have a projects table. The table has 2 date fields. One for when the task is started and one for when the task is completed. I want to show the total for each date field per year month. It works if I put one of them in the X-axis but I obviously can
Empty Cells and line counts
Good day, How can I present cells with no value\empty blank? When i have a total is there a way to hide the individual line count "1" and only show the total Thanks Rudy
How to capture the agent details first responded in chat
Hello, We're looking to run a report in Analytics against Desk that will identify the agent who responded first to a customer in Chat. Is there a way to extract these details from the tables linked from Desk to Analytics? Thanks for any advice, Ajee
Link to Desk tickets
Hello, We are using Analytics to analyze data in Desk. Is there a way to embed a link to a ticket in reports? We'd love to be able to see the drill down data, and click a value in a result row that would launch the Desk Ticket in another window/tab. Thanks in advance for any ideas!
How to match colors for same label names in different charts on the same dashboard?
Hi, I'm having trouble with matching colors between two pie charts on the same dashboard. The issue is that I would like both charts to use the same colors for the same label names ("books", "crm_and_desk", etc), but I'm not able to do so neither using
Failed Sync Shopify Data Source
Since last tuesday im having some troubles with the Shopify Data source as it won't sync properly, leading every attempt to a failed sync.
How to capture last communication with customer
Hello, We're looking to run a report in Analytics against Desk that will identify the last public comment or the last reply to a customer. Is there a way to extract the last public comment date from tickets as well as the last reply to the contact? Thanks
Where to integrate Price Book and Product List Price
Hello, We sync zoho crm all modules with all data to zoho analytics. In zoho crm, we have "Price Books" and "Products" modules, where each product is assigned to a few price books with different list prices. From zoho crm, I am able to export a dataset
How do I remove a data source from Zoho Analytics?
I am unable to find a delte option on a datasource that i put in the system as an error. On teh web it refers to a setup icon but I do not see that on my interface?
How to change a table's Data Source (ex: from MariaDb to MongoDb)?
Hi, I have a table that receives it's data through a Custom Query performed on a MariaDb database and I would like to change the data source to a MongoDb collection (with the exact same columns/fields), but I can't find the option to do this (creating
Performing calculations with data in widgets
Hi there, I would like to know if it is possible to create custom summary widgets that rely on aggregate data from columns. For example, I want to calculate the ratio of qualified leads to sales, so if I have 40 sales and 400 qualified leads, the ratio is 1:10. Is there any way I can show ratios like this using already summarized data as a widget or in any other way? Thanks in advance, G.
Analytics not listening on 8443
Hi I've installed Zoho Analytics on-prem on Windows 10 a couple of times now and everything seems to go to plan and the service runs. I'm leaving the setup on the default port 8443, although I have changed this to try another port. But when I check listening
Missing data rows in Zoho QuickBooks Analytics
Dear All, We seems to be experiencing an issue where we are missing data rows at least one of the tables synced via Zoho Analytics QuickBooks Analytics. The Budget Details, and related Budgets, tables are not synced by default when establishing/setting
Urgent: Transferring Zoho Analytics organisation ownership and migrating Workspaces
Hi, we have quite a complicated issue to explain, so please bear with me as we urgently request support on it if anyone can please help us. Our contact at Zoho Analytics is on leave today so I'm really hoping someone here can help with the answer in their
Reporting on who booked a meeting
Good afternoon, We're using Analytics to pull data directly from CRM. One of the reports I'm trying to create is a 'Booked By'. In Leads we have a 'Meeting Date' (Date/Time) and 'Booked By' (User) field, which we use to generate a report on all meetings
I want Date Difference in Days
Hi I have a table where i want to calculate TAT from 2 columns one is from the date of submission of document to Claim paid date and another is Date of submission of document to till date. I am unable to achieve it with formula column please help me to
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
Quickbooks Profit & Loss
I wonder if anyone here has experienced any difficulty creating their Profit and Loss report in Zoho Analytics from Quickbooks. At first, I've synced our Invoices, Credit Memos, Journal Entries, and Deposit table along with their line items to create
Looking for help with Pivot tables.
Good day everyone, I am playing with some test data now, and I have a question. So I am using data that comes from Zoho Projects. I made a SQL query to combine 4 tables together and it all work fine. Now this is an image of the test data. I got all the
Magento 2 as data source for Analytics
I see that Shopify is in Beta as a data source, any change that Magento 2 is in the works? We currently use Metrilo to parse our eCommerce data for marketing and would love to keep that inside our Zoho ecosystem. Thank you!
How can I list all views (tables, queries, etc) related to a single dashboard?
Hi, I was wondering if it is possible to list all files / views related to each of my dashboards so that I can best relocate them in folders.
Monthly averages based on "FULL" weeks in month
My data is set for a start day of the week being Monday. I want to pull monthly averages for our events that run on Mondays, Wednesdays, Thursdays and Sundays. The problem I run into is a monthly average for January 2024 runs Monday Jan 1st - Wednesday
Joining Two Tables on Multiple Ids
Hello all, I'm guessing there is an obvious solution for this, but definitely not an expert in sql. On our Deals module, we have two user lookup fields. In Analytics, those fields have the user's ids in those table rows, and I'm trying to create a query
Showing % of total share for top ten buyers
Hi Guys I am trying to generate a report for Top 10 buyers and using the default Top 10 filter. But when I try sum > % of total, it only considers share among the top 10. I want to show the buyer's share of the total amount sold E.g. Total Sales: 1M Top
Widgets Compare Values
Is there any way to compare 2 columns rather than just the latest and previous based on a date filter. So for example I have Sales Value and Sales Target. As part of the Widget I would like to compare the difference between these 2 based on the Year or
Report Data Table in Microsoft Excel or Zoho Sheet
we are built automatically generate po order as per our item qty reorder level etc... in excel sheet prepared for po import in zoho book. I create item-related report in zoho analyst. i was daily report download excel sheet in my folder and this excel
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
Pie Chart: Top 10 Values
Hi there. I am creating a pie chart where the sections (the x-axis) each represent a company, and the section sizes (the y-axis) represent the the sum of the respective company's revenue. I have added a filter that only includes the 10 companies with
What am I doing wrong or is not do able?
I am trying to create a report and group by specific field with a total count. If all I want is a total for the "full name," why is it giving a total for other fields? I would greatly appreciate any help. This is my pivot This is the result;
Hiding row in pivot table
In a pivot report it is possible to show/hide coloumns, but if i want to hide a specific row I can not get it to work without doing it mannually. I have 6 data rows showed each month. By removing the same check each month, I can in the end remove the
Sub Folders
It would be great if there could be sub-folders in reports. We have a ton of individual reports and folders that would be easier to navigate this way
Working with Monthly averages
Hi everyone! I am trying to work out an issue...our church has a week of Monday through Sunday. I am trying to do averages on our months (which is dicated by Sundays) For example, the first Sunday in February is 2/4, so I want Monday - Sunday to be a
Creating a Report using a multi-line text
How do I create a report to determine to distinct count from two columns: (i) a unique ID column and (ii) multi-text column (with a ; delimiter) For example User ID Colour Preferences 1001 Blue; Black 1002 Black; Red I want to create a chart that counts
How to make LAG function work?
The Add Formula column modal shows that Lag, Lead, etc. window functions are available. When I try to add the formula as lag( MAX("Date"), 1), it gives this error: Please use aggregate formula option to create aggregate formula. But the function description
Chart showing Age in Months for each month
Hello. I have a Client record with a field for Date of Most Recent Enquiry (RecentDate). I want to track the number of clients with RecentDate between 12-24 months each month. So I can see, for example, in May 24 we had 1000 Clients aged 12-24 months,
Frequent Zoho Analytics Sync Failures
Analytics sync is continuing to frequently fail - every 2 or 3 days we'll have a sync failure with unhelpful messages like this: When you try a manual sync on the failed table it typically says "sync already in process" even though it's clearly errored
KPI Widget - last month sales vs same period last year
I would like a KPI Widget that might compare data with the following date ranges: This month to date (meaning all of February through the current date, for example the 14th, if today was the 14th. So Feb 1-14th 2018)vs. last year this month to date (Showing
Tip of the Week - Geo Chart from Text Column
When your dataset contains geographical data columns (continent, country, county, state or city), Zoho Analytics automatically sets them to the corresponding Geo data type. However, there may be cases where the auto-identification may not happen. Like when too many data values are mis-spelt, or are empty, the Geo column may get identified as a Text column. You can still use the Text column and specify it as Geo data type in the Chart editor. The following animation explains how this is done (creating
warehouse level inventory valuation
Currently i have multiple warehouses in an organisation. When i select inventory valuation, i can view organisation level valuation. But i would like to filter it down to warehouse level inventory valuation. I was informed that i can create custom reports
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