Some fields of my Zoho Desk Layout isn't accessible in Zoho Analytics
I frequently use Zoho Analytics to treat some data of my Zoho Desk tickets, but I've just noticed that some fields that I added to my layout are not shown in the Tickets table on the "Zoho Desk Modules (Data)" paste. Why is this happening, and is there
How to change the format data from a table in Zoho Analytics
When importing a Google Sheets as a Data Source in my Zoho Analytics workspace, a "Month" column was imported as a "Text" data type, and not a "Date" data type, as shown in the image below. As I use its data in some Querys and Charts, I'd like to change
Zoho Analytics Formula Column
Date column imported from Zoho workspace gets changed to text type. I tried converting the format, however it gives weird results. To counter this, I created a formula column - this however doesnt give me any output. It's always blank. Not sure, if the
Why is Zoho Analytics so damn hard to set up?
Hi I am a Zoho One user and small business owner. I use quite a few Zoho apps and for the most part can get things to work as long as it does not require Deluge. With one exception, Zoho Analytics! I have attempted setting somethings up on my own but
Summary view grouped by date - can I include missing dates?
Let's say I have a table like this: May 1, A May 1, B May 1, C May 2, A May 3, A May 3, B May 5, A May 5, B Using the "Summary Report", grouping by Full Date, and displaying count for column B, I get this Summary: May 1, 3 May 2, 1 May 3, 2 May 5, 2 Is
Joining Leads and Deals tables
By The Grace Of G-D. Hi, How can i join 2 tables that are already joined (Like Leads and Deals) Using another Column as lookup?
Calculate business days between dates in reports
Good afternoon, I'm trying to calculate the datediff excluding weekends/holidays. I can accomplish this in Excel using NETWORKDAYS. I saw there was a previous response about this, I have shared my DB with support and emailed in, but wanted to post here in case someone could template this out for others.
Creating Rankings based off of other fields
Hello, What i am looking to do is create a formula that creates rankings based on two specific fields. In excel I would do a countif functions =countifs(A$1$:A1,A1,B$1$:B1,B1). This creates a ranking based on the number of records that come before it with same criteria in columns A and B. Is there any way to do this in a report?
Adding two fields to create a new column
Hi , i have two fields first name and last name and ,i want to create a new column as full name . so i tried with this formula "first name"+"last name", the column is created but it shows no data in that column. is there any solution? Regards, Divya
Why can't I use GROUP BY clause normally like everywhere else?
Query Error: Improper usage of GROUP BY clause. Please ensure that all non-aggregate columns used in the SELECT clause are also used in GROUP BY clause. I have a simple table with data scattered around for same value, I want to get the total for all the
No e-mail sent when user forgets password
Using an on premise setup (latest service pack). When user goes through the "forgot my password" process, everything appears to work on the web side, but the user never gets any e-mail with a reset link. When I reproduce this problem, the only log activity
Replicating a google analytics table in zoho analytics
Hi I have imported my Google Analytics and Google Ads data into Zoho, and I'm trying to replicate a table that is available in Google Analytics, but I can't see a clear way with the data pulled to attribute a transaction to a particular keyword. I have attached the table that I am trying to replicate.
Adding text to a Line Chart
I would like to add some text to a line chart. In the dashboard, i can add Text at the bottom or top of this line chart. But i want the text adjacent to the lines. Is this possible? Regards, Ram Reddy
New in Zoho Reports: Criteria based sharing
Criteria based sharing Zoho Reports now offers a powerful feature that allows you to define a criteria when sharing a view/report/dashboard. The defined criteria will determine the data that will be displayed in the view to the shared user. When a report is shared to a user(s) with an associated filter criteria, the specified criteria will be applied on the report shared, there by filtering the data viewed when user accesses the report. For example, if you want to share a Sales report to a Manager
Not being able to assign my user as Admin (with a current admin account)
Hello there guys I've been trying to add my user as an admin on Zoho Reports with an already existent Admin User, nevertheless I'm not being able to as when I change the profile/role it automatically goes back to "User" and I'm not being able to save it as admin in any way My user account is clundstedt@innovasoft.cl and our organization admin (the one that is trying to set me with those permissions is mcollado@innovasoft.cl Please help with this issue so I can start sorting out Zoho Reports as intended
Combining multiple date/sum fields within the same table
i have a CRM table which gets populated as certain events occur. It has 6 date fields and each date field has a corresponding amount field. It also has a lookup to an Account record. For simplicity, let's just call them: Date 1 Amount
Summary Table Filter
Hey, Zoho Analysis Team I was just working on creating a summary table, using multiple numeric filters - and it became very messy for me to manually add range filters according to every user filter I need to use. In this reporting I need to use more than
Databridge - Import data from AWS, possible security issue.
Hello Since Aprin 2021 we have started to use the new Databridge software tool to import data from our local DB's to our Zoho Analytics account. It works fine however this representes a possible security problem for us. All our systems are hosted in Amazon
Tip of the Week - Templatizing a Workspace
Did you know that you can create a workspace similar to another workspace in Zoho Analytics? For instance, you want to create similar reports and dashboards for three different clients having the same type of data set. Here, you do not have to create the new workspaces from scratch, multiple times. Instead, create a workspace with all the needed reports and dashboards (which acts as a template) and duplicate the same. Let's see how to do this. Click the More Actions icon of the Workspace. Select
KPI Dashboard: Most Active Day of the Week
I have a dashboard widget showing the most active day of the week. Problem is, I want the full day spelled out and not just the abbreviated day (Mon, Tues, etc). Within the KPI Widget Editor Settings, I am using the following: ${Date}.LABEL What syntax
Analytics Dashboard User Filters Default Value
User Filters on Dashboard do not allow Unknown to be set as a default filter value. I have to include NULL values in my dashboard among other values but I can't include NULL/Unknown by default in Dashboard User Filters.
Actualizar tablas de Zoho Analitycs importadas desde ZOHO CRM
Saludos Necesito que las tablas importadas desde el zoho CRM a zoho analytics se actualicen Tengo transacciones hsta la fecha de esta consulta y solo aparecen en la tabla hasta la fecha del 15 de Marzo Que debo hacer?
I have 2 organizations and want to merge expenses from both in one table
Hello, I merged Expense Tables from 2 organizations using UNION ALL functions. However, I want to see which rows are from which organization. How do I do? This is my SQL query: SELECT Account ID","Expense Category","Expense ID","Total (BCY)","Created
YouTube Analytics
Hi, Why after Zoho Analytics and YouTube synchronisation we can't find anywhere information related to the revenue generate by our videos on YouTube. And there is NO OPTION to find the YouTube RPM (mandatory to calculate YouTube revenue) of our channel
One dashboard with data from Zoho Books and Zoho CRM
Hello, I would like to create one dashboard with data from Zoho Books (example: account receivables balance) and Zoho CRM (example: number of new deals created). I've already connected both CRM and Books with Analytics. However they are in separate workspaces and it seems that I can't reach Books while I'm in CRM workspace and vice versa. Is there any way to have in one workspace both modules? Or is there any other way to have one dashboard with KPI;s from CRM and Books. Regards, PJ
formula
i have made a custom calculation function with if condition and it works but doesn't want to get the subtotal amount of it and get 0 although there is data in the same table with subtotal works in amount field but not a custom function and i need to use
Setting up Commissions for Reps
Commission information We use sales Reps Each Sales Rep earns 8% of the profit from their jobs (Job income less Job expenses) In the past, I've used QuickBooks and run a P&L by Customer to figure this out, but am now trying to see how we can use Zoho
Deleted Users - permanently delete or edit
Now we are using Zoho Analytics, user details are visible in the user table but where we're having to match on name as opposed to Id at times, this is casuing problems. How can I edit the name of a deleted user, or stop them being migrated to analy
Labeling in a bar chart
Hi all, I created a bar chart from data from different columns in a table. But the output is that such the actual bars are not labelled and instead it's all listed in a legend. Is it possible to lable the individual bars in the chart (rather than showing
About ZOHO Analytics 5.0... information
Hi all, I have spoted that there is a new version coming on ZOHO Analytics 5.0. I could not find in this group any information on it like demo of the new feature from ZAnalytics 5.0. Is there any available info ? Cheers Thomas
Cross-domain AJAX to enter table rows
When I saw that you have REST API I took for granted that you will be able to accept cross-domain AJAX requests from browsers by implementing the correct HTTP headers. I build an app based on this, it never came to my mind that you would miss such a feature. Is there any reason whatsoever that you don't have one CORS HTTP header Access-Control-Allow-Origin: * ?????
Where are the linking modules from CRM
Hello, I'm working on reports from CRM data. I 've some customs modules and 2 linking modules automatically created by a mulit-select lookup field in the layout of modules. In CRM I can see these modules with datas inside In Analytis, I can see all datas from all modules except linking modules ! Is there a way to get the linking modules to be synced in Analytics ? Thanks for your quick answer E charrier
Error while entering public URL for ZCreator report in Zoho Analytics while Importing through Feeds/URLs option.
Hi, I am trying to create a better report in Analytics for one of my Creator application, but while trying to enter report public URL through Feeds/URLs option, its not displaying my data correctly rather it displays HTML code in spreadsheet. See screenshot
Help with formula column
I have a numerical entry in an existing column and I want to simply provide a True or False statement to a formula column. Example - this is what I have Name Number Row 1 Smith 10 Row 2
Same data, different dates
I'm exporting stock data out of our platform. Technically , the products will stay the same. The quantities & value should change. But as i'm pulling this data weekly, how do I append data onto the table and it reflect the data but just with the different
Modifying Axis data into hours and minutes
Hi I would like to modify the Y-axis data into hours and minutes. How can I do that? I create a new data column that is modifying seconds into hours and minutes, but the data type is "plain text". I think I'd need to have it in "number" in order to be
Tip of the Week - Edit Aggregate Formulas from your Report Designer
Did you know that you can edit your aggregate formulas from your report designer area? You do not have to navigate between tabs to edit your aggregate formula while working on your report creation. Let us see how this can be done. On the left panel of
jounal
As per below your report its include journal entries?.. Also payable & receivable are not an bank or cash transactions, as per our request we need Organization inward amount & outward amount total, for example Customer payment (its fund inward our organization)
Forecasting in Zoho Analytics
I implemented revenue forecasts on my charts, However when i use a filter on the dashboards, I lose the forecasts for the filtered values. How do i retain the forecasts after filtering the dashboards? Thanks, Gilbert
Export as HTML error
Hi, I have a dashboard and I'd like to export it as a html. When exporting it as html the export file contains an error, when I try to send it by email as an attachment I get the following error: Could you please support me on this? I've shared the dashboard
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