CRM subforms data in zoho analytics ?
Hi, it seems the subforms data inside a zoho crm module (as in deals for example) is not importing in Zoho analytics. is that correct ? and if so , any roadmap on that feature ?
How to Group Records and Sum Unique Values
Hey all, I was hoping someone would be able to help me on something that I cannot seem to get right. Let me show you an example of what I am trying to do. Here is an example of the structure of my data, note the multiple records for a single company.
Analytics Cleanup
We would like to clean up our Analytics reports. Is there a way in Analytics to determine where a report is used and/or the last time it was opened?
report formula column can't show the total of value
Hallo Guys, I try to make two formula with name kriteria and total supreme with if function the function has running well but it's run with problem, the problem is function column can't shown total value, any one can help me ?
Books to / from Analytics Creator
Hello, I understand the "sync" from Zoho Books to Analytics is a one-way data migration. Are Deluge or a connector (zapier, integrately, etc.) the only ways to push data from Analytics (or Creator) to Books? Is there no pre-built Zoho tool to push data
[Product Update] Zoho Projects and BugTracker Data Model Changes in Zoho Analytics Integration
Dear Zoho Projects and BugTracker integration users, As a continuous effort of enhancing our product with latest API versions, we are updating Zoho Projects and BugTracker APIs in the Zoho Analytics integration framework. As a part of this upgrade, the
📢 : Rewind with us – Zoho Analytics in 2023🗓️
As we wrap up 2023 and step into 2024, we at Zoho Analytics are grateful for all the customers who journeyed with us this year. While we look forward to continuously evolving and enriching your analytics experience, here's a glimpse back at some of our
sub-reports
I would love to have a full sub-reporting fetaure that allows me to join two reports in one and have headers and footer for sections. For example: - master header with document number, client, date - details with products, quantity - master footer with document total
Date and time of Sync on X axis
I need a simple graph that will show me on certain values on Y axis for each day of the year. That could be for instance total amount of deals having a certain stage. Calculating that amount is not a problem. The problem is to have it show for every single
Cumulative total in a query table
Hello there, I would like to calculate a cumulative total of the column "elmCount" per customer in order to check when the total of the elmCount exceeds the limit. There is one limit per customer. In a normal SQL environment I would do it as follows:
Custom formula column in pivot report
hello I have a pivot table report in zoho reports (data source : Zoho crm). I need a column in this pivot report that can perform a calculation "column x - column y", column y being a total of several columns in the same report. I can see that adding a custom formula column is not available in a pivot report- or at least I have not been able to figure out how to do so. Is there a solution, please? Thank you
Real time data in dashboard
Hello. I would like to trace and display real time events. I will have a datamart (SQL) and I would like to acquire data in near real time from my SQL datamart. The best I can do in term of time interval is with every 'N' minutes where the lowest N is
KPI Widget dashboard select periods
I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selects
Sort X-axis in web chart
Hi, I want to sort the categories that are in my X-axis for my web chart in a custom manner. That is, that I can self decide where the words are assigned to in the web-chart. Can someone tell me how to do so? Kind regards,
Expanding on Data Storytelling in ZAnalytics with an Executive Summary (with text based description and numbers)
Is it possible to create a template of some kind for use in a slide associated with data storytelling that will automatically capture and insert some key numbers (where XXX are shown) from a financial report like a Balance Sheet or an Income Statemen
Create Report from multiple databases
I have read through the Forums and it looks like the ability to create reports from multiple database was on the roadmap a year ago. Has there been any progress towards this end? I have 2 large (# of tables/relationships) Creator databases that are downloaded
Datawarehouse schema design for Zoho Reporting
Hi, Was trying to create star schema in Zoho Database and create dashboards on it. My Question is : 1)Do we have index option for faster data retrieval? 2)Any way we can create complex(more than one column) keys-Primary key?. Thnks
Timesheet Entries Have no Project Group
I have a Pivot View Report that I'm using for a weekly report, our Projects in Zoho projects are split into different groups, this report is summarising the total number of hours that have been booked against Project Groups. I have identified that there
New Features rolled out on December 21, 2023
Advanced Analytics for Typeform Zoho Analytics provides you with sophisticated reporting and analytical capabilities, over the data you collect using Typeform. Zoho Analytics provides comprehensive insights, allowing you to analyze survey responses, customer
Zoho Analytics - Crossed report from « potential » CRM module and Zoho Books (Estimate)
Hey everyone ! I would like to generate a report on Zoho Analytics including Potential module informations and books informations. Actually, i had made an integration with books and CRM (via Zoho Finance) So, i only create estimates in potential module.
Zoho Analytics Jotform Data Integration
Hi, I find this newly released tool to be a little bit frustrating. I have a multi option answer field in Jotform. It allows users to pick multiple answers (up to 40) to the question. When this goes into Jotform, they are semi-colon separated (as expected)
Monitoring the Customer Satisfaction of an E-commerce Platform
Ensuring customer satisfaction is the cornerstone of a thriving E-commerce platform. Effective strategies and tools for monitoring the customer experience on an E-commerce platform has become very crucial in today's businesses. Watch this video to know
Report of the Week - Warehouse wise Inventory Aging Report over Finance Data
Slow moving stocks may lead to issues like expiry (in case of food items), obsolescence, and high holding costs. That's why you need the Inventory Aging Report. It helps you maintain a healthy business by tracking how quickly your inventory moves. It
Original transactions Description in Accrual Transaction Data in Analytics
In Accrual Transaction report, in description column, fourmula is transaction no in that line item, instead we need actual description as per that particular transaction like invoice/CN/Payment etc. Can you create a query table for the same ?
How can I allow my users to choose a currency for a dashboard?
We have created a revenue dashboard with many charts for displaying various looks at historical revenue. The dataset hosts 3 different currency fields reflecting our global footprint. Typically, revenue is used as the y-axis in the collection of charts.
Sum - Running Total
I am having trouble creating a nice "Running Total" graph in Zoho Analytics. The problem is the source data doesn't necessarily have an entry for each month. The code below is how I create a Query Table which I use for the Graph. But for example they
Need Help with Generating a Report
I have 3 fields in the table. Field 1 is "product type" , Field 2 is "purchase value", Field 3 is "Purchase Date". Example Values Product Type Purchase Value Purchase Date Fruits 300 10/12/23 toys 200 10/12/23 fruits 50 11/12/23 toys 100 11/12/23 fruits
Week to Date Reporting
Hi, Just a quick one, was wondering if there was any way in which you could do week to date reporting but also use past weeks data the same, What we're looking for is basically something along the lines of a report that on a Thursday would should the
Merging multiple data tables
Hello, I have 2 data tables that I need to merge and present a unique table or report. Problem is that tables don't have the same number of columns, and some column are common to both table. I don't see how I can achieve that. I thought about using UNION,
Monitoring the Marketing Performance of an E-commerce Platform
In the fast-paced realm of E-commerce, tracking and enhancing marketing performance is crucial for achieving competitive advantage. Watch this video to know about critical aspects of monitoring marketing strategies.
Count_if doest not work properly if there is a quote in string
I am trying to count certain strings in a column but the formula breaks if the string has quotes. here is the code I used. count_if("column"."table" like '%I don't live here%') the single quote in the string is breaking the code and the formula doesn't
How can I remove duplicate entries in my Zoho Report?
I have a large database (of 80,000 records) and one of the columns contains duplicate values. How can I identify and remove these duplicate values? It's important that duplicates are identified in column "A" only. Thanks in advance.
2023 rundown: 40 key features in 40 minutes
2023 brought with it a range of game-changing trends in data and analytics—encompassing transformative capabilities in generative AI, advanced visualization, automated data preparation, and more. Heading into next year, our team at Zoho Analytics remains
Get the User Filter value in the Dashboard
Hi team, I have a dashboard with different reports, tables, and widgets in it. The dashboard has one user filter and it's a date filter. I need to be able to get the date value in the user filter. Please let me know how I can do that whether I should
Zoho Analytics - Charts are not updating for Dashboard
I have created a dashboard linking my Website Google Analytics, Zoho Campaigns and LinkedIn. Whenever I choose the date range - One Week, One Month, 3 Months etc. it does not change the Data. Am I missing something here?
Monitoring the product sales of an E-commerce Platform
Effective monitoring of product sales is paramount for sustained success. This requires a comprehensive analysis of sales data, customer trends, and market dynamics. Watch this video to know about optimising product sales on an E-commerce platform, ensuring
Pie chart in Zoho Analytics shows ridicoulous numer of decimals of a percentage.
Is there a way to set the number of decimals of a percentage value in the Pie chart? Now it displays 15 decimals instead of a round-off value. The value is a count and percentage calculated in the chart, so there is no number of decimals that can be specified
How to Hide Previous year months
HI Team I Have created a Line chart for AR balance & Collection for FY 2023-24 monthly basis, but AR amount to be consider as Running total in order to get the closing balance for the month. If i put date filter and restricted only FY 23-24, AR will show
New Features rolled out on November 24, 2023
Hello users! We have a host of features and enhancements in store for you this month, ranging from new business application connectivity to robust security enhancements. Let's take a look at the latest updates to Zoho Analytics. Advanced Analytics for
Zoho Analytics: 2021 Look Back
As we start a new year in 2022, here's some of our top moments from 2021. Zoho Analytics in 2021
Next Page