Exporting Query Table into Regular Table
Hello, I am trying to export a Query Table into a regular table, when I utilize the Zoho Analytics Workspace Button when creating a table and select the query table, I get an error and no data is exported. It then shows up as exporting from a local file
Bulk email delivery for dashboard with filter criteria
Is it possible to share the dashboard via weekly scheduled email to a long list of non-users, where each would receive a dashboard pdf version that is filtered by their email address, considered the dataset having a column that have these non-users' email
New Features rolled out on April 26, 2016
Enhancements in Conditional Formatting Conditional Formatting in Pivots and Summary Views offers enhanced features like adding/formatting text and icons to highlight your condition in addition to the earlier formatting capabilities. Click to know more. Wrapping Column Headers in Pivots and Summary Views Zoho Reports now allows you wrap lengthy column headers in Pivots and Summary Views. You can use this feature by clicking the Settings button in the toolbar and selecting Wrap Text in Column Headers.
[Blog] Driving Insights & Decision Making with Augmented Analytics
In today’s highly competitive market, the case for augmented analytics arises from the need to obtain business intelligence in real time. From an operational point of view, it enables automation of manual workflows that were highly tedious and error-prone.
Scatter vs Bubble Visualisation (Text Labels)
Hi everyone Is there a way to add text labels to bubble plots? It seems there is a character limitation on bubble plots, but not so on scatter plots? I'm trying to create a bubble plot graph that uses the size function but still allows me add the text
Duplicate dashboard OR dynamic datasource
Dear Zoho Team, I want to offer the same dashboard to different companies, and in my architechture each company data resides in a dedicated MySQL database. So I would like to be able to embed the same dashboard and pass as embedding parameter the proper databsource related to the db of the specific company. Is it doable? I think not. So I thought to a different solution: I duplicate the dashboard for each company. But surprise: I neither cannot fond a Duplicate/copy button for my dashboard! This
Creating Custom Thresholds
I created a bar chart showing the number of leads created each month of 2022 to compare to the number of leads created so far each month of 2023. I would like to create a threshold that is weighted for each month. If we created 100 leads in January 2022
Zoho Analytics - Sample Projects
Dear All, Where can I find some sample projects which I can use on Zoho Analytics for increasing my practical knowledge on the same. Thanks and regards,
Report of the Week - Leads to Deals Conversion Cohort
The goal of any business is to sell more. For this to happen, you try to convert more valid leads into potential customers. Lead Conversion Cohort helps you identify how effective your company is at converting leads into customers. It also tells you how
Updating Table Using API Python Library
Hi there, I am attempting to add rows to an existing table using the analytics V2 BULK API and the associated python library. My python code is as follows: from __future__ import with_statement from AnalyticsClient import AnalyticsClient import sys import
Cannot Invert Axis for Rankings
Hi there I want to be able to create a ranking graph in Analytics/BI, with 1 at the top of the Y axis, but I am unable to invert the axis. Super simple example in Excel below. Higher rankings need to be higher up on the graph to give the correct visual
Zoho Analytics integration with new Google Analytics 4
Hi, We recently migrated our website to a new ecommerce platform and started using the new Google Analytics 4 service (the new ID is G-xxx instead of UA-xxx). When we tried to add the data source of Google Analytics, it is only displaying our old UA-xxx
Allow for Layered Data in Geo Maps
Our organization is trying to display two layers of data as a map, with such layers as: A map of US states, with states we have a presence in colored according to the size of our presence (chart type "Map - Filled") A map of US states, with proportionally
Legend colour change after filtering
Hey I have recently started using zoho reports and I made a dashboard that uses user filters to change the values for all the charts within it (very cool by the way). My problem is that when I filter using the user filters the colours of the legends change. I really need some help with this since I need the colours to remain the same even after filtering. Is this possible and how can i implement this? Thanks in advance
Sharing dashboard permissions filter criteria
Hi, I have a question on how to apply filter criteria while sharing dashboard with multiple pages and filters on those pages should be based on different tables and columns? For example, on the first page, the viewer should see and be able to select from
[Product Update] Change in Teamwork Projects and Desk - Zoho Analytics Integration Authentication Method
Dear Customers, To simplify the authentication process, we have changed the authentication method of Teamwork Projects and Teamwork Desk - Zoho Analytics integration from API key to OAuth model. For all new integration setup, the new authentication model
Deal Activities Query
I found this Deal Activities query in analytic. Apparently, it ran a long time ago, but now does not find a table called "Activities." This would be a highly useful query table for me. Can it be revised to work with however CRM stores the underlying "activities"
Aggregate function to get all days in certain month?
Greetings I need a way or an aggregate function that would return all days in a certain month to show them in my report, is there such a way/function? i tried searching through date functions but couldn't find what i'm looking for. Thanks
Need new API to get dependency details of all views in workspace
I want to request a new API to get source tables and query tables for all the views in a workspace. Feature Request Details: There needs to be an API which gives the following details for all views in the workspace in a single request: Dashboards What
Zoho analytics mobile export
Zoho analytics mobile app does not export user filtered data like the desktop. The mobile exports the entire table.
Zoho projects analytics, how to show a report of documents and files attached to a task?
Greetings As the title states i'm trying to fetch info of files/documents attached to tasks in zoho projects and include them in reports where i show details about them. is such a thing possible? if not, is there another way (like using APIs) to achieve
Scale in radar graph
hi, We currently use the feature radar graph in Zoho report, even if this feature presents real limits. In this model of graph in Zoho report, it seems not possible to see the scale on the axes of the graph. Is it possible to improve this kind of graph please ?
Analytics reports- Format of time duration in RESOLUTION TIME IN BUSINESS HOURS not in total hours
We are in the pocess of compiling reports and the format of the time duration is not formated in total hours. There are entries that are formated: 1mon 2w 4d ... 1y 2mon ... 2w 2d ... 5d 4h ... We need the report to pull these values in total number of
Templates in Analytics
Hi, I have set up a Query Table in Analytics which shows exactly the data I need from an API based import. According to the KB, I can export that template and import into another Workspace, but how can I use it in the SAMER Workspace but for a different
Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?
I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks
Join tables using date column
Hi, I understand lookups using the date column is not currently supported. The reason for my request is to join a Transaction fact table to a Time dimension table using the date column. The work around I can think of would be to use a Time Key which is an integer made up of the date (e.g. 13 December 2012 would be 20121213) and ensure that the dates in the Transaction fact have the Time Key value rather than the actual date value. However, this is additional work which could be overcome by providing
Converting Lead per Type
Hello, We have an issue in Zoho analytics. it looks like the data is not imported correctly When we convert a lead => Account we then Edit the new created Account to update a custom field "Account Type" to 1 of 3 options: - active - non active -prospect
How to see Zoho Project Task List Table in Analytics
I have connected Z Project to Z Anlytics, but am not able to view the task list table
"maximum of 3 levels of Query over Query tables only allowed" when saving 3rd level query
I am getting the mentioned error when trying to save a Query Table that's 3 levels deep. My setup: Table A is an actual table, created importing CSV data Table B is created with: select extract( YEAR_MONTH FROM "date") AS "ym",site_id, count(1) as t from page_views group by extract( YEAR_MONTH FROM "date"), site_id Table C (the one that breaks when saving) is: select * from "Table C" where t >= 3Actually the only reason I have Table B is because I can't use the "t" column in the WHERE clause.
[Product Update] Discontinuing some fields support in Xero - Zoho Analytics integration
Dear Customers, An update in the Xero - Zoho Analytics integration. The following fields will be discontinued from 31-January 2023 due to some technical limitations in Xero and Zoho Analytics. 1. 'Quantity On Hand' field in the Items module. 2. Field
Modules Missing
I am not sure if I maybe deleted the "starter" modules when I first activated ZOHO CRM thinking I would not need them, or if they are hidden, or what. But the Sales Order Module, and the Products Module seem to be missing from my Account. Is there a way
Query to bring back last business day
Hi all, Wondering if anyone has written one, or can point me in the right direction, or an Analytics query to return rows of the last business day? I currently have the following (which may be wrong..) SELECT "Time Entry (Zoho Desk)"."Request" AS 'Ticket
Query table - filter 'All Store sales' table to view 'Store 2 sales' table
Hi, I have a query table that is built from the 'union' of 5 other tables. Store 1 sales Store 2 sales Store 3 sales Store 4 sales Store 5 sales Each of these tables is the sales data from a store, made into a 'big' table that has all of the data. How
Purchase Order Items - Zoho Analytics Report
Hi, I am building a query table in Zoho nalytics to show my Purchase Order Items, I am trying to get some information from the Items (Zoho Finance) table by joining Purchase Order Items (Zoho Finance) and Items (Zoho Finance) on Item ID. But my fields
Workaround to mixing aggregate and non-aggregate formulae
I made an aggregate formula that works but then realised I need to take out VAT from personal contracts. The code for the formula that works is as follows:- sum_if("Vehicle Orders"."Status" = 'Delivery Arranged & Confirmed With Customer' OR "Vehicle Orders"."Status"
Full Join between 2 or more tables
Hi, I am trying to join (say) 5 tables that each have the SAME columns but DIFFERENT data, and I want it all in a single table. There is NO overlap in data- each row is the details about a single computer in my fleet. What's the best way to join these
Forecasts Analytics
Hello, I don't see the possibility to have Forecasts included in Analytics. In attachment I have an overview of our Closed Deals (we called it Hits in our company) but how is it possible to have it in comparison with a target column ? Would be useful
Add a column with current date in each scheduled import
Hi Team, We have an excel file in a FTP that is updated every hour (overwritten) from another source. We would like to import this file into a table of our Zoho Analytics account once a month, and keep the historic data of each month (without overwritting
Split Axis Combo Chart
Hello, I am trying to split the axis between a number and a percentage. Is there a way to to this? Arron Robles Blue Pumpkin Hosting | Solutions Made Simple http://bluepumpkinhosting.com
[Product Update] Discontinuing the support of 'Google Click Id' field in the Visitors table in Zoho SalesIQ - Zoho Analytics Integration
Dear Customers, As a part of update in Zoho SalesIQ, we are planning to discontinue the support of 'Google Click Id' field in the Visitors table from 31-March-2023 in Zoho Analytics integration. Post that, the data synchronization will not happen in the
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