Problem with local database connection to Zoho Analytics On Premise
For days now I have been trying to connect my local database to Zoho Analytics On Premise, but it won't let me. No one from Zoho support has been able to help me, in fact I did connection tests with the cloud version and it allowed me to make the connection,
Filtering table data
Filtering table data enhances data analysis and allows users to focus more on the relevant information for their specific needs and objectives. Watch this video to learn how to filter data.
How create a report showing what tasks are scheduled to be done but are not started in a specific duration?
Suppose I have a table with following data: Sample task history table We need a pivot report which shows what are the tasks which were scheduled to be done but are not started in a specific duration. For example, if max allowed delay to start a task is
[Blog] Democratize decision-making with powerful data storytelling
Decision makers at all levels, especially C-level executives, mandate hard data before they make their moves—and it’s in this context that data storytelling finds its place and utility. Today, data-driven decision-making isn’t just a buzzword. Rather,
Lookup field display in Zoho Analytics
Hello, I think I am missing something very obvious, but I can't figure it out: I have 2 lookup fields in my "Deals module" -> One for the account that we have the project with and one for the beneficiary account. Both fields refer to the "account name"
[Upcoming Webinar] The blueprint for setting up a data-first organization
In today's data-dominated business landscape, analytics has acquired a critical position across industries—yet the global BI and data analytics adoption rate remains at 26%. This may be because the journey to becoming a fully data-driven organization
Google Analytics GA4 - Historical Data?
I am trying to build reports after integration with GA4. The setup seemed simple enough, but event tracking is only going back a couple days per property (30-40 rows each). Has anyone else encountered this, and if so how did you get older data? We've
Possibility of adding "Total" column to Analytics Bar Chart
Look at the image below. What our executive team is looking for is a total count of the certain columns added up. Is this even a possibility? I am aware that a stacked bar chart accomplishes this, however, that is not the format that the executive team
How use aggregate formula form two table or use IF in Pivot view
I want use in aggregate formula from 2 table But I have this info Modified formula can be associated only to the table "Otwarte z filtrem - Support" and not to the existing table "Agents (Zoho Desk)". Changing associated table is not allowed when editing
Calculate different values based on today's date (last 30 days sales, last 60 days sales, lifetime sales...etc)
Hi everyone, I'm looking to obtain something simple like "last 30 days sales", "last 60 days sales" as a value to use it on my pivot table. I'm trying to get the following aggregate values : - Last 30 days sales - Last 60 days sales - Last 90 days sales
Get Zoho Analytics Data from the Table by Analytics API
Hello If you are looking for a solution to get the data of Zoho Analytics Data by the API, Please have a look below email = Zoho Analytics Owner Email workspaceName = Zoho Analytics Work Space Name viewName = Table / Report Name Scope will be use:- ZohoAnalytics.data/
Trendlines
Trend Lines are used to identify the trend present in your data. Zoho Analytics can plot the past & future trends in your time series or number series data. There are five such models to derive the trend line.
Possibility to create pivot view like in excel. KPI
I would like to calculate KPI for employees. I have several goals, each with a different importance, but I would like an example of at least 1. Is it possible to get something like this at Zoho analytics? I have Data Sources form Zoho Desk. I would like
Data sources not pulling dates
Recently several data sources pulled from Google Sheets have not been syncing properly and leaving the date column empty. I have tried fixing the formatting for the column to make the format of the date the same between the data in Zoho and the format
CFK file
We tried everything as you said but in our case these files are not supported
Analytics Sync Stuck In Queue Again
The sync into Zoho Analytics from our AWS tables has been showing as 'In Queue' for a long time again. Last time they had to do something on the backend to get it to work again
Zoho Analytics access is down or very slow
We've tried various browsers and incognito etc but the Analytics instance we are on clearly has a big problem. Simple reports are taking multiple minutes to open and be viewable in a browser. Other reports and activities like sync are failing entirely.
Error sync
Hi, I have an error syncronization. Can I help me? Thanks
[Upcoming Webinar] What's new in Zoho Analytics: Q3 2023
To all the data enthusiasts out there, we're back again with another power-packed webinar in the What's New series! This last quarter was marked by exciting new features and product updates focused on offering you top-notch solutions. With new data sources,
[AWS] Install Databridge in bastion EC2 server to connect to RDS instance in private network
Hi, I'm currently migrating our database from onpremise to AWS and I have the following questions: Prevoiosly we just installed Databbridge on a computer in the same network as the MS SQL DB and that was that. Now, I have migrated that MS SQL DB to RDS
Adding annotations to dashboards and reports
Hello fellow Zoholics, Is there a possibility to add an annotation to a dashboard or report like in Google Analytics? For example: A successful campaign reflects as a spike in our lead generation for this month. We will flag the start date in the report manually. Or, a colleague is on sick leave and sales plummet in their territory for the month but spike again when they return. It would be great to be able to flag events as such to retain the information and make it immediately visible for anyone
Add System Variable for User ID (Not user email address)
Hi Zoho, All of Zoho CRM's records have an owner. In all those tables, there is the record owner ID and record owner name, NOT record owner email. We want to create filters when sharing dashboards, but we don't want to filter based on logged in user name
How to Calculate the Percentage of 'Sales' Stage Deals in Zoho Analytics Dial Chart?
Hello, I'm currently using Zoho Analytics, and I have a question regarding the Dial Chart in KPI Widgets. Specifically, I'm interested in calculating the percentage of "Sales" stage items among all the items with the same Receive_Date (Month & Year) for
Word Cloud Chart
Word Cloud Chart is a visualization method that allows you to quickly see which words appear more frequently in a bunch of text. In a Word Cloud Chart, the weight of each word will be proportional to its frequency. You can also assign other metrics to
share panel section
Hello, I have a vehicle panel, and I want to know if it is possible to share only one element of the entire panel, so that a group of people can see that section
Issue when running this SQL query in Analytics
Trying to solve for the issue in this query when creating a query table in Analytics. Getting an error message "Encountered AS" in Line 2. SELECT "Completed Jobs - Structure".* WITH RankedData AS ( SELECT "JOB#", "BDM Total Commission Earned", ROW_NUMBER()
New Features rolled out on Sept 15, 2023
Advanced Analytics for Mixpanel We're happy to introduce the Advanced Analytics connector for Mixpanel. It enables you to import data from all your events in Mixpanel and create reports to visualize trends. It'll help you get deep insights into your user
How to: Matching Two Inputs Across Two Tables to Pull Data
I'm familiarizing myself with Zoho Analytics (ZA) and the 'advanced' features such as Query Tables, Lookup columns, etc. As a MS Excel expert, I'm able to do just about anything with excel's built in formulas, but I've decided to take my love of data analysis to another level with ZA I'm hoping someone can guide me in the right direction. Here's a parallel example to my issue: I have two tables, "Warehouse Travelers" and "Merchandise Pricing". We will refer to them as WT and MP. WT: contains
Sorting in zoho analytics query tables
Hi There, How can I sort my more than one column using a query table in zoho analytics. I want to sort by business unit, then probability and then by closing date. I have designed a sql statement with an order by clause which works for the design mode
Separate records after Deal Owner Name typo fix
One of our users in the CRM changed a typo in her name, more specifically a double space between first and last name fixed to only one space. While we expected that the Deal Owner Name from all CRM tables would be changed to the correct version, instead
Filtering a View Based on User Identity
I am creating a report that contains data from several clients: A, B, C and D. I want each client to only see their own data when they login. Is there any way to automatically filter a view or dashboard in this way? For example, each row of data will contain a Client column, indicating which client it relates to. If I can indicate which client each user works for (jsmith@acme.com works for A corp), then I could match the user to the Client column. The alternative is to create a different shared
Data Cascading
Learn how data changes cascade through reports and dashboards in the Zoho BI platform. Discover how to update and add columns to your data, and see the impact on charts and dashboards. Find out how to use "Find and Replace" to improve your word cloud
adding non-pivoted columns to a pivot table
Hi Zoho, Did some searching around and I haven't found a way to add columns back to a pivot table. Currently I have a back end query table that contains contracts. For each contract ID there are and invoice date and invoice amount along side extra information
Tip of the Week: Using Webhooks in Data Alerts for Automated Action Analytics
Are you tired of manually monitoring the data and afraid that you might miss key changes? Worry not. Zoho Analytics will monitor your data, and alert you when there is a significant change in any of the key business metrics. This enables you to take appropriate
How do I exclude a report form a user filter on a dashboard.
I have a dashboard that has a few reports on it. I want one of those reports to be EXCLUDED from the user filter at the top of the page. See here: https://monosnap.com/file/0S4RxVB0BM1MLHal8TyptlT6bdUF9o How do I do this? I have tried: Adding a filter on the report itself that is different than the user filter. Any other ideas? Thanks!
Zoho Dashboard kopieren
Ich möchte gerne dieses Zoho Beispiel Dashboard kopieren und dann die Inhalte verändern. Wie kopiere ich dieses Dashboard? https://analytics.zoho.com/open-view/1160261000007273601/39de7082e48d3b498845d486492cbb4c
Reporting tags in Zoho Analytics
Hello, I associated reporting tags to my expenses. My tags are e.g. "Department" - Development - Marketing - Management I want to see all expenses grouped by these tags. I looked at the data model and it seems that Reporting Tags table is standalone.
Zoho Analytics: Email schedule - dynamic filename
Hello, we have to send reports to our customers every day. The file names must therefore be dynamically structured (name including date) so that they can be easily saved, otherwise the customer has to rename them - not acceptable. Is there a solution
Data Snapshots
Data Snapshots allows you to capture and maintain historical data from a report. It periodically snapshots the data from a chosen report, and stores them in a table for historical report creation & analysis. Watch this video to learn more about Data
Associate Data Values with Named Value
Hi, Via an automatic data sync, some of the data from the platform am I am using is pulling into Zoho Analytics as its raw ID, instead of the named value. There is no option in the source data to have this pull through as the named value. As this is a
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