Report that show count of records by Month using 2 date fields
Have a table with records that include a client Start Date and End Date. Want to make a report that shows a count per month of how many records for that month have a Start Date in or before that month and have an End Date after that month (or no End Date
Question regarding aging report
Hi, I have a question on how to make ageing details report using the intergration between Zoho Books and Zoho Analytics. Here is what I want to make Customer Name, Invoice date, Invoice numbers, Total Invoices, 0-30, 30-60, 60-90 I can see the “ageing tier” has the function for 0-30. So for sure we can make the 30-60 and the 60-90. But I don’t know how. Please help. Thanks, Albert
Dashboard Permalink auto refresh not showing new data
I have a dashboard with just one widget tracking current value against previous value. A new value is uploaded to the table every 15 minutes. When I create a permalink for this dashboard, even with auto refresh turned on at 120 seconds, it doesn't keep
I can't change 'Unknown' to zero value
I cant make formula because instant of making the field ZERO it shows me 'Unknown' If data in Aggregate Formula is "Unknown" because of no data, is it possible to make it as '0' so my next Formula wont be "Unknown" also?
Shopify, Instagram, LinkedIn, Youtube and 7 more extensions for Zoho Analytics
Connect your existing tools with Zoho Analytics to analyze your data visually. Create stunning data visualizations and discover hidden insights in minutes. Shopify for Zoho Analytics Measure, analyze, and run your ecommerce business efficiently with a
Is there anyway to replace the data source in duplicate dashboard instead of create from scratch
Hi there Right now, I have the final dashboard's template and I want to duplicate them for my clients(with different fb ads account) But, I'm not be able to replace the new data source on duplicate dashboard Any tip to do that? Thank you
User Filters and Widgets
Hello, I have a widget that I want to compare the Latest vs Previous day's values. When I apply a date user filter, say for a few day's ago, I do not get any data on the 'latest' column, but instead it shows up on the previous column. When I remove the
change 'Unknown' to zero valu
If data in Aggregate Formula is "Unknown" becouse of no data, is it possible to make it as '0' so my next Formula wont be "Unknown" also?
How to show a zero value in the KPI widget
I'm using a KPI widget to track week by week sales performance. I have it set up to be grouped by date and then show as latest. My problem is that If I don't have a sale in the last week, the widget takes the value from the week before. How can I configure it to show me a value for the week I need rather than a value closest week with non-zero sales. M
Zoho Analytics API Authtoken - Deprecation Notice
If you are using Zoho Analytics APIs and using authtokens for authentication, please note that the support for authtoken will be deprecated very soon. We recommend to use Zoho OAuthTokens instead, which are much more secure. Zoho OAuthTokens work much
Sprints to Analytics
How to import project information from Sprints to Analytics? I know there is no direct connection, but how can I turn it around while developing the integration?
Contacts with zero tickets
I want to create a report showing contacts that have zero tickets associated with the contact. When using Analytics, summary or pivot table, it won't show me records with zero count.
Create Sperate Portal for Zoho analytics for each account
Hello Zoho Support Can we create separate portals for each user? I want each user to only access/view/edit the reports, the data they are authorized, they can only create the report that they are authorized in data as well. Please guide me if it's possible?
Brazilian at zoho analyst
Olá pessoa meu nome é matheus oliveira e uso o zoho analista para elaborar painéis de gestão no brasil, haveria algum brasileiro na comunidade onde ele pudesse trocar experiências e conhecimentos sobre a ferramenta? por favor contacte-me e-mail: mat
Zoho Analytics Inventory Dashboard
We are looking to have a one stop dashboard where our sales team can pull up an invnetory dashboard that they can quickly and easily see inventory per style with the ability to drill down to style/size. Anyone have anything out there that can do that?
Calculating Weighted Average
I have a table of people with an age and a value. I need to calculate the weighted Age of these rows, where "Value" is the weight. Age 50, Value 100 Age 40, Value 150 Age 30, Value 175 Here's the weighted average age formula: (100×50+150×40+175×30) /
How to I edit a onedrive datasource?
Hi. How do I edit a onedrive datasource without loosing charts connected with that datasource? For some reason it stopped syncing with a excel file.
Monthly Average
Hi, I have this pivot table, which i share for technical assitance, where i calculate a monthly total for CANTIDAD DE FACTURAS, VALOR DE FACTURA and NUMERO DE RADICACIÓN. I need your help on how to calculate a daily average for this 3 concepts according to the days of FECHA DE DIGITACÍON of each month. Its important to understand that VALOR DE FACTURA can be added up but the other two need to be counted . I made an example on excel for august so you can understand more or less what im looking for
If statement for after this year
Hi I'm looking to create a formula column that will look at a particular date field (in this case it's called Renewal Due Date) and if the date is after this year return the word 'Yes' or 'No' for all other dates and blanks. Any help would be much appreciated.
aggregate formual
Dear Team, I have created one aggregate formual as duplicatecount in main Table ie "Lead" table , "Lead" table joined with other "B" table , I created "LeadB"query , i need that aggregate formaia column in created query "LeadB". please suggest how to
Error while executing query
I am using this code for executing query, IReportClient RepClient = new ReportClient("1000.xxx", "xxx", refreshToken); //'Zoho CRM Analytics' //Enquiry , leads string tableURI = RepClient.GetURI("xxx",
Does Trusted IP ranges mean user's IP address in Zoho Analytics Whitelabel?
I'm trying to setup the Zoho Analytics Whitelabel. I want to know whose IP does "Trusted IP ranges" refer to? Client user who is trying to login, or the SAML Identity Provider? If the client user's don't have any specific IP, can I leave it blank? For reference: https://www.zoho.com/analytics/help/whitelabel-setup.html
Count new customers in graph
Hey there, I have a small question: I want to see in a graph how many new customers we created in each month. So I want analytics to look for sales orders in a given month and count every order that came from a new customer for that month. I thought I could easily do this with a graph, where the x-axis is the order date from the sales orders module (by month&year) and the y-axis is the account-ID (set to "individual count" in a running sum). However, it counts only individually in the given month,
How to graph two two data points on a single graph
Hello, We're trying to represent the number of Zoho desk tickets opened and the number of desk tickets closed each month on the same graph. We're looking to create something like this: With perhaps the blue area being the number of tickets opened, and the grey being the number of tickets closed. I'm not sure what to make the X axis, as I'm looking at both ticket create date, and ticket closed date. Do we need to create another table that somehow counts each of these values in a row dedicated to a
Calculating time cost with different rate periods
Hi We have a table of timesheet data, with hours spent on a specific date, by a person. We also have a table with a persons cost rate between two dates. For example, £25, from 01/04/19, to 31/03/20. This table allows us to track changes in a persons cost rate of the get a salary increase. So the same person may also have a row in addition to the above for: £28, from 01/04/20, to 31/03/21. We then have a table for people, which links the two tables above. So the time and cost rate tables both have
Re-authenticate your Twitter Competitive Analytics integration
Dear Customers, With the continuous effort to enhance the Zoho Analytics product, we have made some changes in the Twitter Competitive Analytics integration framework. As a part of this update, the Twitter integration account authenticate was revoked.
Sync Failure
Hi, I am trying to either create new dashboard or updated preexisting one (preferred) but there is a sync failure. See attached. How should I reconnect?
How to use ZOHO CRITERIA on public panel url
Hello, I created a panel with different graphs that use different tables as a base but all of them got the same column called seller, I configured in all graph options filter parameters to link to the same filter. I want to use this filter in the URL so u show different panel for every seller.
Create a subtotal in a summary table
How do you create a subtotal in a summary table. I would assume that there is a formula that calculates a subtotal and/or grand total. Can you show a formula example? In the attached image, I would like to subtotal the three numbers at the "NOT ASSIGNED" brake etc. And, add a grand total at the bottom. Thanks
How to stop embedded Zoho Creator form from minimising when viewed in a Zoho Analytics dashboard
Hi, Not sure if anyone can help - but I have embedded a creator form into a Zoho analytics dashboard. This form is used to add quick notes to the crm opportunity/organisation/contact modules. The form works fine - however when viewed in the dashboard it is only 2 fields high and the user needs to scroll to input information - which is a bit of a pain. Is there a way to ensure that the form does not collapse when embedded in an analytics dashboard?
Help! Zoho Analytics not working!
The workspace areas show up but when I click in a workspace the following error is coming up: Please fix ASAP Sorry!! Unable to display this page Sorry an unexpected error occured when performing this operation. The error has been logged and will be looked into...................
CRM User Table
Respectfully requesting you add the ability to sync the entire CRM Users Table including Custom fields as part of the CRM - in other words, under Data Sources, Edit Setup, please show the User Module and let me select the fields to sync. Thank-you
Standarddeviation of distinct values?
Hey there, I want to get the average days between orders of a customer. stddev(days_between("Due_Date")) works just fine. However, some customers have multiple orders on the same day. Is it possible to only include the distinct values in the calculation? stddev(distinct days_between("Due_Date")) doesn't work in Zoho. Thanks in advance!
[Webinar] Financial Analytics: Empowering businesses at every stage of growth
Hi there, In a data-driven world, contextual business insights are integral to business growth. At every stage of a company's journey, greater and faster access to insights can help generate new business, and improve profitability. One of the key business
New Features rolled out on Oct 06, 2020
Switch Chart Axis Dynamically Interactive capabilities of charts has been further enhanced with the new Switch Axis feature. Now you can switch the X-Axis column dynamically as required and view the chart in different dimensions. Click here to learn more. Set Alternative Text for Web URL in Grid Views From now on you will be able to display an alternative text for Web URL columns, instead of actual URLs, in the Pivot Tables and Summary Views. This can be set as part of the column formatting,
Flatten a table
Is it possible to flatten a table that I'm creating by an SQL query from another table? For example, I have this table: 1 A C D 2 B C E F 3 C D E I would like to turn it into this table: 1 A C 1 A D 2 B C 2 B E 2 B F 3 C D 3 C E
Filter Multiple Dates
Is there a way to use a filter/ slicer in a dashboard from one table to filter/ slice another table in the same dashboard? For example, Table 1 has dates from 2018 to 2019. Table 2 has dates only in 2019. In my dashboard I am using a date filter/slicer from Table 1. Now I have Table 2 in the dashboard but when I use the filter/ slicer from Table 1, Table 2 charts do not slice correctly. The data is wrong. I cannot create a lookup field between dates in tables. Is there a SQL statement to create a
[Webinar] What's New in Zoho Analytics: Q3 '20
Hi there! Artificial intelligence (AI) is developing at breakneck speed across multiple business functions, seamlessly weaving intelligence into the fabric of any organization. Keeping intelligence at the heart of analytics, we've beefed up our augmented analytics capabilities to meet your evolving business needs. And now we're back with another edition of What's New in Zoho Analytics ! Join us to learn about the new and exciting AI enhancements and functionalities we've built into the platform,
Adding a New Row
It would be great if when you add a new row, it put the new row at the top of the sheet and not at the bottom. Thank you. Gloria
"Open in new tab" appears in admin instance but not users
I have several dashboards that contain one or more Tabular Reports. If I view the dashboards in View Mode from my admin account, in the upper right hand corner of the report there are two icons - one that displays a tool tip on rollover "Export" and the other "Open in New Tab". However if I view it from a user account, only the "Export" icon is available. The "Open in New Tab" is of much more use to me in most cases than "Export" because I have a lot of conditional formatting applied to the table
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