I cant create dashboards ...
When trying create dashboards I have issues: Autogenerated dashboards generate an error when trying to open. If I manually create a dashboard I don't have any options or functions to populate the dashboard. I am able to create chart views etc using
Zoho Reports - New features rolled out on Nov. 12, 2013
Support to Control the underlying data visibility Till now, when you provide the permission to view the underlying data of a report your users will be able to see all the columns of the underlying table on which the report has been created. Now Zoho Reports allows you to select the columns that has to be listed in the underlying data. By default, columns used in the reports alone will be included in underlying data. You can select or unselect required columns. With this you will be able to set
API query- how to construct
Hi, I have an API based import to Zoho Analytics from an external source. I've been able to get a query working for the /users API endpoint, and I have a working query for the /devices API endpoint- - but I cannot get the query to work in Zoho Analytics
Text formatting to black out some data?
To add some security to my I would love to be able to import (or display) only the first few digits of a data field. Is there an easy way to do this?
Periodic Pivot Reporting
I have been all of the Knowledge Base and YouTube looking for this answer. Any guidance would be appreciated. I have created a pivot report that gathers the information in a way that works for our company. The problem is the filter has to be manually
Is there a "Light Agent" in Zoho Analytics?
Hello! I would like to know if there is some kind of user in Zoho Analytics like the light agent in Zoho Desk, so it can just view the dashboards, without the cost of a regular user. This would be very helpful once my company has some dashboards that
Data Format when subtracting dates
I am trying to make a formula to measure the number of days between two dates in two different columns. In excel you would just take one date, minus the other date and the output is a number. When I use the formula "DateColumn"-today(), I would expect
How to rename the Profile name at the Data Source
Hi Team, I would like to change the name of the default Profile name (Eg. 234932677 which is from our Google Analytics). Can you please advise me any solution for it? Thanks and Regards!
Synchronization helped and getting no support
My Synchronization between ZOHO Analytics and ZOHO Finance has failed from last 4-5 days and getting no support. Every time I am getting one simple Message of "Please have patience". Worst service no ways to connect with support team . Customer care no
How to group Leads and Deals (from Zoho CRM) by week of the year in Summary Views?
How do I make the below two Summary Views? Grouped by week of the year. Leads and Deals. Columns = # of Leads created # of Leads converted # of Deals won # of Leads lost The same as above BUT they are related e.g. # of Leads created, of those Leads how
Running sum column with reversed order (showing most recent date first)
I have a pivot table showing revenue grouped by month in each row (among other things). I've added an aggregate running total as a column which adds up the revenue for each month and shows the running sum. However when I change the order of the date column
LinkedIn Ads Integration
I've read that we can add LinkedIn Ads in Zoho Analytics. We have an Ad webform where potential customers can fill out their information. My question is, can the answers of those potential customers from the webform be sent to Zoho Analytics? Are there
Can't Report On Revenue from Zoho Desk Tickets
I'm trying to create a report that shows me all the revenue generated from Zoho Desk tickets. I have them linked and can see the estimates/invoices inside the Desk ticket and also the ticket and estimates connected in CRM, so I know they are being linked
Zoho Desk - Ticket ID field data type change in Zoho Analytics
Dear Customers, This is an announcement to the Zoho Desk integration users in Zoho Analytics. With reference to this post in Zoho Desk, the data type of 'Request ID' (Ticket ID) field in the 'Tickets' module will change from 'Number' to 'Plain Text'
Default to Current Date
I'm importing data from a excel spread sheet that does not have date column and I'd like the date column in the Zoho Database to default to the current date. Any way I can do this?
Final Notice - Deprecating Authtokens in Zoho Analytics
In our commitment to continuous improvement, we've been working on to upgrade Zoho's authentication method from authtokens to a more secure OAuth. We have been communicating about this important migration process in the recent post. This is the final
Zoho Analytics with Facebook API
I connected my business's facebook account to Zoho Analytics. I am trying to make sense of the data, but I need someone to provide an assist. Looking at the premade "Page Insights" dashboard - The first column presents "Impressions" and "Post Impressions".
Sales by category - relational data model
I have a fairly 'standard' ecommerce data model (See attached for full detail) Product - id - name Product_Category - product_id - category_id Category - id - parent_id - name - path Order - id Order_Item - order_id - product_id - amount I'm trying to
Get the Customer's Owner from Zoho Books
Hello, In Zoho Books we can assign a customer owner for a while, but in Analytics we cannot access this owner because the database has not the option to retrieve it. Is there too much to ask to have this data avaliable to sync?
[Webinar] 5 Growth Drivers a Modern Analytics Platform Delivers
Hi there, With a massive explosion of data across sources, businesses have embraced analytics to extract meaningful insights out of their data. While many organizations have adapted to modern BI platforms, some are still in their very early stages of
Tip of the Week - Adding a Target Line in Your Chart
How far have you progressed? Have you reached the target or are you falling behind? Want to mark your milestones in a chart? You can do all this easily using Thresholds . Zoho Reports allows adding up to four thresholds in a chart. With this, you can track whether your data trends between the expected ranges. To add a threshold to your chart, click Settings at the top right and then open the Threshold tab. You can specify a static value to mark the milestone in the chart as the threshold. You
Create Dashboard using data/tables from different workspaces
Is it possible do create a Dashboard using different tables that are part of different Workspaces?
Articles with the highest sales for each year --> Filter?
I've got a table with the categories "date of sale", "articles" and "sales". Now I'd like to see only the top sale article for each year. There are twenty or so different articles and the years are 2000 - 2004. So far I set the "date of sale" fx(year) on the x-axis and the "sales" fx(sum) on the y-axis. Then I set the articles for the color-option (that option next to the axis). Now I've got a bar diagram that shows all the articles for each year, so you can barely see anything there. I played with
Ranking Table
Hello, I'm currently using the top 10 filter in Analytics which is great and so I'm wondering if there is a feature where it will also show what that customer's ranking was last month (ex. Customer A is top 1 in February and top 4 in January). Somehow, kinda like how ranking charts have (billboard charts). Thanks!
Setting up a "hot backup" server
We run Zoho Analytics On-Premise, with a license for two servers, one each in two different physical locations. We run one location "primary", with the other site serving as a "hot backup" that can be switched to if something happens to the primary site.
You can now choose to login via the On-Premise application in the Zoho Analytics mobile app!
Hello Everyone, In the latest version (v3.5.0) of the Zoho Analytics iOS & Android mobile app, we now support both the Cloud and On-Premise applications. You can select either to login to the Cloud application (using the 'Sign in/ Sign in with Apple'
Zoho Analytics : How to transfer "Zoho Databridge" and "Datasources" ownership
Dear Zoho Agent, I'm looking for a way to transfer "Zoho Databridge" and "Datasources" ownership but I cannot find a way or Document to achieve. Could you please provide me an information? Best Regards, Karanig Nititham
How to transpose a table in Zoho Reports?
Hello, I am trying to figure out how to transpose a table in Zoho Reports - I want to display in a Report the transposed table rather than the table itself. The Pivot function does not seem to do the trick. Any help is appreciated! Best, Jose
Report Of the Week - Customer Retention Report
This week we will see how to create a Customer Retention report based on your CRM data. This lets you know how better you are engaging with your existing customers and make them continue buying products or services. Here we will use Zoho CRM data as an example. This can also be achieved in Salesforce CRM, Microsoft Dynamics CRM, and HubSpot CRM by slightly modifying the queries. To create the customer retention report, you need to create the following Query Tables. Customer Start Date Invoice
Extract the last Working Days information
I'm very new to Zoho and I would like to extract the past working days information from a Table of information. what is the easiest way to do this in Zoho Analytics so I can save and report on this. Thanks.
Sales Distribution Analysis
Hi, I'm not sure the best way to do this on Zoho...but here goes...! Context: we moved to a minimum order in the middle of May. Question I have is: Is there a way to show the distribution of sales by each group i.e. 0-50, 50-150, 150-250, 250-500, 500-1000,
Build segregated dashboard from different Zoho Accounts inside a unique Zoho One.
Greetings. I hope find all good and safe! We are in charge of the a few clients systems, included their Zoho One accounts. We need build a Analytics Dashboard to each client's operation. We would like to do that only on our-self Zoho One, to avoid signing-out
Zoho Analytics Map Unresolved Location
I tried plotting Map data and got an error while plotting Map DAta. Unresolved Location. I check spelling with all sources and unable to plot Aurangabad map in Map. please help me to solve this issue.
"Log a Call" Report
Hi, how can i create a report with the following colums: Date | Potential | Account | Subject | Description I want to be able to run a weekly report which shows me every "Log a Call" that has been clicked by a sales rep. Lastly, I'd like to build a graph of the number of "Log a Call" activities occurred per wk. thanks, Mitch
how to do string compare?
I am trying to filter records what are having status only as 'paid' or 'overdue'. Can someone clarify how to have this? Thank you. either Having status as Overdue or Paid or having status not as draft line written in zoho analytics SQL? SELECT sum("Total"),
Zoho analytics SQL
Hii Team, Is there any way to improve the SQL part in Zoho analytics? I have used SQL in zoho analytics and lot of function are missing and full outer join is also missing.
JDBC Driver not found
Hello, I am trying to import data for the first time from a MySQL database hosted on OVH. I have zoho databridge on my computer, I downloaded mysql jdbc jar and put it placed it in the lib/driver folder (I also tried the lib and jars folders). The problem
Can Zoho reports connect to Quickbooks Desktop versions?
Hi all, Just wondering if Zoho reports has the capability to pull data from QB Desktop versions, as it does with the Online? Thanks
Running Sum
How can I make a running_sum if the first line of my data istn't the criteria that I use. Exemple, I want to use the second column
[Event Alert] Experience The Modern BI & Analytics Platform
Hi there, Technology has enabled businesses to cash in on markets on a global scale, fuelling data generation at astronomical volumes and breakneck speeds. Successful businesses have harnessed the power of this data to build their competitive edge across
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