Create a Variance Column with comparison from 2 other columns in pivot table report
How to create a Variance Column with comparison from 2 other columns in pivot table report? So for example, would like to create Column # 1 with Current mth data and Column # 2 with Previous mth data with difference between these columns shown in Column
Transacciones de bancos de Zoho Books
Buen día, Espero alguien me pueda ayudar en lo siguiente, estoy intentando sacar un reporte de las transacciones categorizadas de bancos de Zoho Books: La cuestión es que no encuentro como identificar estas transacciones en las tablas de Zoho Analytics,
Aggregate Formula Help
Hi - I'm trying to convert a working Aggregate formula in analytics to pull the data from CRM versus a data table. Here is my scenario - we need to pull sales numbers up to today's current date based on a previous sales cycle. I cannot use a basic YTD
2 Modules combined
Hello, We have 2 modules : 1. Visit Reports 2. Hits I would like to make charts and widgets to see how many visits are done per hit and this ideally per user over the months. How can I do this because when I create "add aggregate formula" in the table
Sharing Editing Rights of a Dashboard in Zoho Analytics
Hi, Being an Account/Org Admin how do we share the rights to edit a dashboard with with other people? Let's say with a workspace admin?
Tip of the Week - Extracting Data from JSON Columns
Let's say you are importing a CSV or Excel file into Zoho Analytics. What if the file contains a few columns in JSON format? This is where Zoho DataPrep, embedded right within Zoho Analytics, comes in handy. This week's tip explains how to extract data
Including all data from weeks overlapping with range set in a dashboard's user filter
Problem: I have a dashboard that displays Deal analytics. Some of the reports summarize deals by week, however, since the endpoints of the user timeline filter may not necessarily fall on the first/last day of a week, those weekly reports will not show
What's the best way to combine and chart data from two pivot tables?
I have two tables of raw data: "product sales" (raw individual product sales) and "product work" (raw time log entries) I want to create a chart that contains total revenue (sum of all sales) and total cost (sum of all work) on a monthly basis. What is the best way to do this? I can easily create a pivot view for sales and a pivot view for work, but what I want to do is create a view that combines two pivot views. One challenge is that the pivot view cannot be queried by a query table, nor can it
Import data into Zoho Analytics - Part 2
Welcome back! Here's Part 2 of our help documentation series for importing files. In our previous post, Import data into Zoho Analytics - Part 1, we covered importing data from local files [CSV, XLS (Excel), JSON, HTML and XML] In this series let's look
New Features rolled out on July 10, 2023
Advanced Analytics for LiveAgent We are happy to announce the Advanced Analytics connector for LiveAgent. It enables you to probe and identify bottlenecks within the support process, take measures to solve recurring problems, and optimize resource allocation
Filter exlude person from certain month
Hello, We are tracking the visits of several salespeople on Zoho Analytics in a Pivot Table We use filter to include/exclude persons on this Table. How is it possible to include person X for several months and exclude that person starting from a specific
Refreshing/Syncing Data from Excel Spreadsheet
I have a Vertical CRM with Zoho vAnalytics. I am trying to create reports/dashboards using an Excel spreadsheet as a data source that is updated daily by production employees. I can import the spreadsheet just fine and create a report, but I don't seem
[Upcoming Webinar] What's new in Zoho Analytics: Q2 2023
Calling all data enthusiasts! Join us for our upcoming webinar, where our analytics experts unveil the newest features and updates in Zoho Analytics for Q2 2023. With these new additions, you can supercharge your decision-making and take your analytics
Adding Chargebee as a Connector
Is it possible to get Chargebee added as an Advanced Analytics integration?
Adding Chargebee as a Data Connector
Is it possible to get Chargebee added as a Zoho Analytics data connector?
Average amount of tickets per customer each year
Hey all, Can someone help me on how to generate a report from Zoho Desk in Analytics that would give me the average amount of tickets per customer each year for the past 3 years?
How to get Number of Responses?
Good day, how do I get the Number of Responses as per the "Response Time" dashboard in Zoho Desk? I'm trying to do this in Zoho Analytics but again I'm not getting the same results. Can I please get some assistance on how to replicate this exactly and
Target vs actual chart
I am trying to create a line chart in Analytics to show our forecasted lead targets per month vs the actual number of leads, for example: Please can someone let me know the best way to do this? Thank you
Filter dashboards on logged in user
Hello, I have a dashboard with several reports and widges. We want that these data is filtered and is correctly showed only to the logged in person. We use this : Variable X =${system.login.fullname} which is working and filtering report X perfectly to
Ability to split a field into ROWS based on a delimiter
Hi folks. I have a spreadsheet from a client that has several (about 10!) different fields containing multiple values separated by commas. Each field represents a multiple-choice field option is a survey. For example: Field Name: "Priority Tech Investment"
Perform Count of another column based on another column date range
Hi, I would like to count distinct "Deals.ID" column based on "Deals.Created Time" column, any inputs, I tried existing threads I didn't find any reference. I am trying to use this in Pivot Table (formula)
What is wrong with my Include_GroupBy Code
AVG(include_groupby(avg(count_if(MONTH("Opp+paymentinfo+users"."Opportunities.Closing Date") = MONTH('2023-06-06') and ("Opp+paymentinfo+users"."Opportunities.Stage" = 'Deal Won') and ("Opp+paymentinfo+users"."Opportunities.Deal Type" = 'New Deal'))
Import data into Zoho Analytics - Part 1
Zoho Analytics provides various options to import the data that you have in local files, feeds, Cloud drives (Google Spreadsheets, Google Docs etc), Local/Cloud databases, popular business applications and from your custom applications into Zoho Analytics
Creating a rolling financial forecast in Zoho Analytics
Trying to create a Rolling Forecast Report that would include columns on a Profit and Loss Statement for the fiscal YTD Actual (Column 1) and the remaining YTD forecast (Column 2) to arrive at a revised Total (column 3) based on the 2 columns combined
Tip of the Week: Monitor your Business with Data Alerts
Data alerts are the go-to solution when it comes to enhanced monitoring of a business. They help us identify the outliers, the anomalies, unusual potentially dangerous circumstances, and take decisions swiftly. For example, using data alerts you can start
HTML embedding in Zoho Analytics Dashboard
Hello, I am attempting to embed social media posts in a dashboard, however this is proving tricky. For example, if I want to embed an Instagram post, I copy the embed code from Instagram, but the result looks like the attached screenshot "Instagram Embedding".
SQL for rows before a specific date
I have a table below how can I extract the rows where check-time is before a certain day I tried WHERE "Check-In Time" < '2023-06-01' but i doesn't work. Can someone advice? Thanks in advance!
[Action Required] Requesting LinkedIn Pages integration users to re-authenticate your LinkedIn account in Zoho Analytics
Dear LinkedIn Pages integration users, An important update from Zoho Analytics. Due to some recent changes in the authentication process and policy in LinkedIn Pages - Zoho Analytics integration, we request users to re-authenticate their existing LinkedIn
[Product Update] Removing inactive unknown visitors data in Zoho SalesIQ - Zoho Analytics Integration
Dear Customers, As per this announcement in the Zoho SalesIQ community, the anonymous visitors data associated in all modules will be cleaned up/removed periodically every 6 months in Zoho SalesIQ. Hence, the removed data will not be available in Zoho
Add more data sources
Hello I have an existing data source but need to add several more. I am unable to find the method to do this and my 'data sources' tab looks nothing like the documentation (see screen shot). Thanks!
Adding Static Thresholds per Month in Chart
Hey guys, I have a question about some functionality that I'm sure is possible but I can't figure out. I have created a bar chart showing the revenue generated by all deals across all months in 2023. It currently looks like this: We currently have monthly
Getting Distinct ID Count based on the date range
SELECT "Opportunities.Entity", count(DISTINCT("Opportunities.Id")) AS 'Total Opportunities', if(MONTH("Opportunities.Created Time") = Month(Now() - 1), count(DISTINCT("Opportunities.Id")), '0' ), count_if(MONTH("Opportunities.Created Time") = Month(Now())
Zoho Analytics - An Overview
The video gives you a comprehensive overview of Zoho Analytics. Zoho Analytics allows business users to visualize any data easily. Users can create reports and dashboards using the drag-and-drop interface in seconds. Zoho Analytics features the AI powered
Query Table - trying to figure out how to pull in data from another table?
I'm trying to write a query that will pull a column from "Purchase Order Items" into my query, but I'm not sure how to link it. It has a column called "Product ID" that is the same value as the existing "Product ID" already in the query - so I'm trying
[UPCOMING WEBINAR] Connecting BI to AI in the time of Generation AI
Generative AI is taking the markets by storm. It's paving the way for groundbreaking innovations across industries—and the data and analytics industry is no exception. We're truly witnessing a new era of democratization and self-service in data and analytics.
Last sync date/time as a widget
Is there any way to get the last date/time that the data shown (reports and dashboard) was last updated. For example, If I have our data being synced every 3 hours and the last was done 2 hrs ago, I would like to show date/time of update OR updated #{hrs}
Why is Grand Summary not totaling at the bottom of aggregate formula columns at the bottom of my pivot report?
Can anyone tell me why my two aggregate formula columns are not giving a sum at the bottom of my pivot table? And how do I fix it? For reference, these are my two formula columns:
Hiding the base field graph for a formula from the report legend
We are creating some KPI reports from our Desk data and some of the fields on the Y-axis require formulas for them to be user friendly. For example the "Total Response Time in Business Hours" data is normally in milliseconds (ms) unit despite its name
Sorting function columns not working
Hi, I want to sort some columns within a table I've created. So for example, highest amount should be placed first or most recent date. However, if I try to sort a column, it is not working and doesn't do anything at all. Do you know what's the prob
how aggregate formula calculates data on table
I would like to know how aggregate formula calculates data on table in Zoho Analytics. Specifically, when you want to calculate ratio(%), I was wondering how aggregate formula calculates it. I made the aggregate formula below on the deals table. count_if("Deals"."Stage"
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