Creating a Report using a multi-line text
How do I create a report to determine to distinct count from two columns: (i) a unique ID column and (ii) multi-text column (with a ; delimiter) For example User ID Colour Preferences 1001 Blue; Black 1002 Black; Red I want to create a chart that counts
How to make LAG function work?
The Add Formula column modal shows that Lag, Lead, etc. window functions are available. When I try to add the formula as lag( MAX("Date"), 1), it gives this error: Please use aggregate formula option to create aggregate formula. But the function description
Chart showing Age in Months for each month
Hello. I have a Client record with a field for Date of Most Recent Enquiry (RecentDate). I want to track the number of clients with RecentDate between 12-24 months each month. So I can see, for example, in May 24 we had 1000 Clients aged 12-24 months,
Frequent Zoho Analytics Sync Failures
Analytics sync is continuing to frequently fail - every 2 or 3 days we'll have a sync failure with unhelpful messages like this: When you try a manual sync on the failed table it typically says "sync already in process" even though it's clearly errored
KPI Widget - last month sales vs same period last year
I would like a KPI Widget that might compare data with the following date ranges: This month to date (meaning all of February through the current date, for example the 14th, if today was the 14th. So Feb 1-14th 2018)vs. last year this month to date (Showing
Tip of the Week - Geo Chart from Text Column
When your dataset contains geographical data columns (continent, country, county, state or city), Zoho Analytics automatically sets them to the corresponding Geo data type. However, there may be cases where the auto-identification may not happen. Like when too many data values are mis-spelt, or are empty, the Geo column may get identified as a Text column. You can still use the Text column and specify it as Geo data type in the Chart editor. The following animation explains how this is done (creating
warehouse level inventory valuation
Currently i have multiple warehouses in an organisation. When i select inventory valuation, i can view organisation level valuation. But i would like to filter it down to warehouse level inventory valuation. I was informed that i can create custom reports
ERROR DECLARING DATEFORMAT IN ZOHO ANALYTICS
I am using the Zoho Analytics API (https://www.zoho.com/analytics/api/v2/data-api/add-row.html) and, as mentioned in the documentation, to record date and time data, the data must be formatted if you want to store it in a custom format. By default, the
Year to date comparisons in widgets
Hi, I want to know how to configure a widget to compare a metric's current value against its value in the previous year (at the same day/month point of time). For example, cumulative revenue from Jan 1st to June 20th 2024 compared to the same period last
Google Calendar Integration
Is it possible to Integrate the Google Calendar data with Zoho Analytics? If yes Kindly Provide the Solution.
[Upcoming Webinar] Fostering a data-first culture with enterprise analytics
Businesses today are fully aware of the importance of being data-driven, and there are countless companies catering to their needs. Technology and software vendors, specialized management firms, and more enable businesses to set up and maintain their
Zoho Analytics - Line chart Axis
How can I hide the button displayed near the axis in the snapshot below? I do not want the axis to be visible to everyone.
Advanced formulas in Zoho Anayltics
Hello, I am looking for help creating some formulas in zoho analytics, I have a query table that takes data from multiple modules to put everything into one data source for easy job costing etc... I have employees time punches in here and what project
Histogram: User Filter for Time Period of Bars
Hi there! I am creating reports for my company. These reports include bar charts and histograms displaying insights such as revenue over time, profit over time, etcetera. I am looking for a way for the user to select whether the chart must display --
Formula and blank fields bug?
I have a table with 3 columns. Sometimes 1 of the 3 columns can be blank. The third column is a formula column where I basically do "Sales - Costs" to get "Profit". But if the Sales or Costs column is blank on a ny row the Profit column stays blank. Where it should be: Sales | Costs | Profit ---------------------------- 100 | 50 | 50 100 | 0 | 100 Any solution to this behaviour?
Apply Filter to multiple tabs in a Dashboard
Like the subject says, I have a Dashboard with 6 tabs across the top first tab is an overview Subsequent tabs are different views of the same data, to show computers that are out of compliance ie. needs operating system upgrade, not enough RAM etc. All
Deleting Fields in CRM Deletes Views in Analytics
Hey friends! I'm having some issues when we modify some fields within ZohoCRM. There are times where we need to sunset a field and eventually completely remove it. In these instances, it seems like a lot of views are removed in Analytics. This ranges
Zoho Analytics Error
Hi Team, I have been facing this issue with my dashboard. Kindly provide me a solution for this.
Timeline Date Mapping
Hi, I see someone logged a similar query 3 years ago regarding the same topic: https://help.zoho.com/portal/en/community/topic/widget-that-is-not-dependant-upon-the-timeline-filter Has there been any progress regarding the development? When I set the
New visualisations
Hi Do you have any plans to launch Sankey charts or Chord charts as part of analytics visualizations? Joe
Dashboard filtering with selected pivot row
Hi All, i have a dashboard with a pivot table with 3 level. I have sum of all data columns also on the dashboard. However, i would like to make this column sums dynamic: By default thy should show the whole data column sum, but if i select a category
How to create text widget?
How to create a widget in text format? example, I have user notes and I wanted to show them on the dashboard
Zoho Reports v3 API
Hello I think I posted this question in the wrong forum!, so apologies for re-post. I see that Reports v3 has an enhanced API to allow column add/rename/delete. The questions I have are:- 1. The API documentation doesn't yet cover these new endpoints, when will the documentation be updated? It would be useful to see the details of these. 2. Having the ability to create a table would provide a more complete solution to table management, so that a data upload can be fully automated. Is that a likely
PDF Include Options and Formatting using API bulk export
Hi all, I am successfully calling to export a dashboard from our Analytics workspace using the Analytics API from within a CRM function, however I have come across the following issues that we want to address: Include either: a custom header which displays
COMMON_INTERNAL_SERVER_ERROR
Hello, I am getting error one send post request via python( ) to Zoho analytics, the error is COMMON_INTERNAL_SERVER_ERROR. how to fix it? ***I don't want to use the SDK package** error: {"status":"failure","summary":"COMMON_INTERNAL_SERVER_ERROR","data":{"errorCode":7005,"errorMessage":"Sorry,
Date format
Hello, I'm importing a CSV, and all works fine except that i cannot get the datetime format right! My datetime field values look like the following: 2012-03-28T00:00:00Z and 2012-03-28T16:11:36Z Could anyone advise what date format template I might be able to use to import that as a date field? I've tried yyyy-MM-ddThh:mm:ssZ and similar, and the preview looks good but on selecting "ok" i get the error "Invalid date format string found.". Any help would be appreciated. Thanks.
"Weird" date format: how to handle it?
I get data from a JSON feed that has a date format that I can't make it work with Zoho Analytics. 2018-11-28T14:34:07-02:00 I tried the format: yyyy-MM-ddTHH:mm:ssZ and it won't accept because of that "T". If I do not put the "T" it gives an error. yyyy-MM-dd
How can I delete my last data import on Zoho Analytics?
I recently uploaded the same excel file twice and need to delete the duplicate data. Is there an easy way to delete my last import?
How to get the business days between today and target date
I have a table [Calendar], with columns Calendar Date and Business Day (1 represents a working day, 0 represents a holiday). Now, I have another table [aaa_file] with the column Target Date. How can I calculate the number of working days from today to
Duplicates
Is there a way to highlight duplicates in a report duplicates? e.g., using conditional formatting. We do not do manual import. We auto-import data from Zoho Desk Thanks Rudy
Widget with text value
Hi! I have a list of names and I want a widget that will show me the name I filter with. Like logo, since the dashboard is dynamic, I want that each time I change the filter, the widget will show the relevant name. Is that possible?
Question about Data Retention in Zoho Analytics after Importing
Hello everyone, I'm currently working with Zoho Analytics and encountered a query that I hope this community can help me with. When importing data into Zoho Analytics, there's an option for "Cleanup" which allows selection of the data's age. I have two
Zoho Much Slower Than Usual
Hi Zoho Team Over the last 3-4 weeks I have noticed a major slowdown with Zoho's speed using dashboards, and also when trying to import data and edit graphs. Is this a problem other accounts are experiencing, or am I having a unique problem? I have performed
Zoom in on Maps
Hi Appreciate that the Maps are still on beta testing We're based in the UK and we have added the latitude and longitude to a trial report. We get the data we would expect back but the Zoom feature does not allow us to zoom far enough in to make use of
Export Zoho Analytics Chart with API in Deluge
Hello, Has anyone tried to export a Chart from Zoho Analytic with the API in Deluge? We were trying and we think we have to convert the response because we are getting a lot of characters instead of the image.
Slideshow from Zoho Analytics no longer displaying on TV screens
Hello. I hope you can help. We use the Analytics module to general company dashboards that are displayed on smart Tv's throughout the company. We have found recently, that they are no longer displaying when the browser on the TV goes to the URL of the
New Features rolled out on April, 2024
Sunburst Chart We're thrilled to announce that Zoho Analytics now supports the Sunburst Chart. Explore the power of hierarchical data with our sleek and intuitive Sunburst Chart and uncover trends with precision. This dynamic chart visualization transforms
Solution of the Week : Consolidated Balance Sheet for Multiple Organizations with different base currencies
In the previous solution, we discussed in detail about creating a Multiple Organizations Setup with the same base currency. In this solution, we will be addressing the process of creating consolidated financial reports, such as a Balance sheet, for multiple
business_hours() with holiday list
Hello there, I would like to calculate the time between two dates, taking into account working hours, public holidays and weekends. There is the function business_hours() in Analytics, but there is no option to pass a list of holidays. Does anyone have
Chart showing the running total per Geography per month
I want to create a chart in Zoho Analytics that displays the running total of the growth of the leads per month in 2024, grouped by Geography. However, I only seem to be getting the number of leads per geography that were added per month, not the total
Next Page