[Upcoming Webinar] 7 BI trends to watch in 2023
Hi there! In today's digital age, data is everywhere—and more and more businesses are looking for ways to leverage it. BI and data analytics have emerged as essential components for businesses to analyze this data and up their game in today's market conditions.
Uploading File with less lines than allowed....but an error occurs...
I am a basic subscription user. I am trying to upload a file with just under 84,000 rows. Well under the .5 million limit. I am getting an error that says I am over the .5 million limit. Any help as to why that would be happening would be appreciated.
Zoho analytics delete api
Hi, I am trying delete few records based on criteria, I was able to generate & refresh token however I am unable to delete records from the tables, receiving config params error. Thanks, Madhuri
KPI Widget use Pivot View's data column?
I couldn't get the column data from Pivot View for KPI Widget Value 1. Is it possible to do that? I created the query for % of Billable hours but it doesn't work well with Widget.
Dashboard user filters are causing bug in dashboard widgets
Greetings i'm trying out the "Tasks Dashboard" from the zoho projects analytics integration, at the top of the board we have widgets that show overall tasks' statistics, the dashboard also includes user-filters, one of which is the user name filter to
How to show data against a reference in my reports
Greetings I need a way to show data in my reports measured against a reference, for example i have a table of meetings where i need to report employees' attendance on each meeting, the problem is that analytics report shows only the meetings that the
Dashboards not exporting correctly
When exporting a dashboard, the widgets do not export correctly. The sizing of the font is not correct, and the spacing. Is anyone else having this issue?
Problem with date imports
I have reports scheduled to import into Zoho from Access. I am continuing to have issues with the dates getting imported incorrectly because it appears upon import Zoho is changing the date format. Date format should be mm/dd/yyyy based on my account
Parent - Child Records With Aggregate Formula on Children
Hello, I am having an issue with formulas and showing correct data at the Parent Level. In a simple form, we currently have four tables in a structure whereas we have: Parent Record - one to many - Children Records Child Record - one to many - Detail
Error: View is not present in the workspace
When saving a dashboard, user receives a popup with the following error. "View is not present in the workspace" What does this mean or refer to? There is no further insight given.
Zoho Pivot - Column Formatting Problem
I have data that looks something like the table below. If I format it with decimal places, figures like 104,292 turn to 104,292.00, and I don't want that as readability suffers. I don't want to remove the decimals either because they're important for
Target meter on dashboard - different users, different targets
I've created a dashboard that all of my users share but their targets are individual. I can set them individually if they all see the entire list of users but with ~40 people this isn't practical. I want them to be able to see their target on the gauge
SQL Help - AR Aging by Invoice Due Date
I'm trying to recreate the AR Aging by Invoice Due Date report found in Zoho Books. I'm guessing I'll have to use SQL. I've create a SQL statement that will give me the correct aging buckets and it works well but it doesn't work for historical information.
Query Table Formula Question
Hello, I am having an issue with my attempt to create a formula column in my query table. I'm combining two tables and would like the sum of the X&Y column to appear in Column Z. I'm finding that if either column X or Y is blank column Z will be empty
How to Show a Month Over Month Number in a Report
Hello! I am building a very specific report that requires me to show a calculated monthly number over the course of a contract term. Example: Contract term is 36 months @ $100 p/month. I need to show, on the report, that $100 each month until the end
Getting Analytics on documents that was worked on by certain employee
Greetings I'm looking for a way to analyze employees' activity on documents in my zoho org..i'm thinking of having an integration between zoho workdrive and analytics where i can create reports that show on which documents an employee had worked and maybe
SD Analytics Plus - Tickets Created Outside of Business Hours
Is there an easy way to group Requests by whether or not they were Created inside of business hours? Maybe a Boolean that would just be Y or N if the ticket was opened inside of Business hours... Thank you, Greg
How to connect Freshchat's raw data into Zoho Analytics workspace?
Hi guys, So my goal is to connect Freshchat's raw data regarding customer support to my Zoho Analytics workspace so I can perform analysis, and build reports and dashboards. Is this possible? If so, how? Thank you very much.
Daily summary of Zoho CRM sales orders
We need to chart sales orders over time with a daily summary of the value not invoiced on sales orders. It's easy to capture the current total, is there any way to capture the historic sales order data? We're looking for something along the lines of:
Desk Comment Module not available in Analytics
Need to guide, does any know how i can sync the comment module from Desk to Analytics. Thanks Rudy
Can we make a graph dip (change direction) using the underlying data or any settings
I have a dashboard for a headcount. As you can see there are 2 lines lines. One is the total running count of people still working for me and the other one indicates people who have left. Is there a way we can combine the 2 lines and depending on the
Line Chart - Do not draw lines between zero values?
Is it possible to skip drawing the lines between two data points (represented by dates) when the value is 'zero' between those dates? I also do not want 'zero' to be plotted (do not use "Show Missing Values"). Example of how I want the line chart to skip
Unable to get 'Scores' from Leads Scoring rules in Analytics
Hello there. I want to build dashboards on Analytics considering Scores from Leads Scoring Rules I created on ZOHO CRM. How do i get the Scores from each Lead in a field to export to Analytics?
export analytic report
Can i export reports from zoho analytics directly to Google Sheets?
📢 : Rewind with us – Zoho Analytics in 2022🗓️
As we wrap up 2022 and step into 2023, 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
New Features rolled out on Dec 23, 2022
Advanced Analytics for Freshdesk We're happy to release the Advanced Analytics connector for Freshdesk. This helps you monitor and improve your help desk productivity. It enables you to gain a complete view about the ticket trends and keep track of key
Discontinuing 'Customer Saved Search' module support in Shopify - Zoho Analytics integration
Dear Customers, As per the recent changes in Shopify APIs, 'Customer Saved Search' module will be discontinued in Zoho Analytics integration from 22-Dec-2022. The relevant table and old data would remain in the Zoho Analytics workspace along with the
Projects & Analytics - Recreating Planned and Forecast Costs
The dashboards in Projects are useful to an extent, however I have been tasked to build reports and dashboards in Zoho Analytics that more meet specific needs. I am trying to create a pivot to show : Project Name - Status - Budget Cost - Forecast Cost
Continuous failed Sync of a Data Source
I have had a Data Source set up in my Zoho Analytics workspace for a long time, but recently it has been failing every scheduled time. I don't remember exactly when it started, but I think it was about a month ago. The details of the failed Sync are always
Zoho Analytics | Quarterly Newsletter | Q4 2022
Hello Everyone! Check out the Zoho Analytics - Q4 Quarterly Newsletter! Do let us know your thoughts and feedback. Best, Team Zoho Analytics November 2022 Zoho Analytics Newsletter Our top stories Zoho Analytics rated an overall leader for BI by Dresner
Max number of records in database
Hi, what are the max number of rows and columns that can be imported?
Customer Spotlight💡: Zoho Analytics saves 60% labor hours for Wingman Media
Wingman Media chooses Zoho Analytics for their Unified Business Analysis! "Zoho Analytics created a tremendous amount of value for the agency and takes our relationship with clients to the next level. The preparedness to integrate the data, build alluring
[Upcoming Webinar] 2022 rundown: 40 key features in 40 minutes
Hi there! 2022 witnessed an exponential growth in BI and data analytics, as more and more businesses reaped the benefits of adopting analytics in their workflows. At Zoho Analytics, we added lots of exciting new features and updates this year to help
New Columns in Zoho Crm does not appear on Zoho Report
Hello, I have created a column "data entrega obra" inside "Potentials" table (zoho crm), however when I tried to see this new column on zoho reports, it does not appears. what can i do?
Grand Summary Error - Pivot Table
Hi Zoho, We've noticed an issue with the a pivot table we are using; one column ('Total Work Hours') is adding up the Top Ten highest values correctly to show the Grand Summary, however the 'Tickets' column's Grand Summary is adding up all available Tickets, not just the Top Ten (which should equal 14155, not 21483). How can we get the Grand Summary to show a total of just those tickets in the Top Ten? Please see attachment. I have redacted the Technicians' names for privacy.
Can I edit the view of the underlying data in widgets?
When I press the widget I can see the underlying data behind it. I would like to see only specific columns and not all of them. Does someone know how to do it?
Filter Widget on user
Hello, I shared a dashboard with users so that they only see their own data in that dashboard by: "New visit report"."Visit report owner" = ${system.login.fullname}. This data comes from our application "Visit Reports". But the 3rd widget in the dashboard
How to include task comments in data
Hi, i'm trying to create a report in Analytics for tasks from Zoho Project. I need the report to show the status of certain tasks which is easy, but also want it to show the latest comments added to the task. Is there a way to do this? Thanks Rob
How to Report by Teams instead of Agents
Hello we are assigning tickets to teams with individual agents making up each team. I do not see the ability to report on the teams field in Zoho Analytics, I only see the Agent field in the tickets data table.
Zoho CRM Comparator Report equivalent in Zoho Analytics
We are trying to migrate CRM Dashboard to Zoho Analytics, but unable to do so because of the Comparator reports supported in Zoho CRM which is not available in Zoho Analytics within single Chart. I have attached a sample from Opportunities module where
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