How do I change the default date format for the entire organization?
We're located in the US but Analytics is showing dates in dd/MM/yyyy format which isn't the US format. How can I change the default date format to MM/dd/yyyy for the entire organization in Analytics? I know how to format a specific date column in a table but I don't want to have to do that for every date column every table we create. I need it to default to MM/dd/yyyy. Thanks!
Date issues with INNER JOIN
Experiencing a date issue when using INNER JOIN with zero results appearing. My table looks like the following and with a sub-query to find the latest "entry_date", then grouped by year and month and finally joined to the table to display the latest_date, type and amount. Original table entry_date (Date) amount (Currency) type (String) 2020-01-31 $1000 Income 2020-02-04 $2500 Income 2020-02-29 $3200 Income 2020-03-10 $2600 Income 2020-03-31 $4400 Income 2020-04-10 $2100 Income Expected output latest_date
How to add numbers instead of concatenating them?
Hello, I am having a very strange issue where two Decimal Numbers are being concatenated instead of added together. In my query I do the following: SELECT "A", "B", "A"+"B" FROM Table An example result that I get is: A B A+B 2 5 25 The expected result for A+B should be 7, not 25. It seems that the SQL is treating the columns A and B as strings instead of numbers. I've tried wrapping them in the to_decimal(), or cast(), and they have the same result. Does anyone have any ideas?
Schedule Email Help
Hi If I select email schedule for a report to go every 4 weeks do I need to set the report schedule that week to start? As I have 4 reports that are rotating (Report 1 - Week 1, Report 2 - Week 2, Report 3 - Week 3, Report 4 - Week 4) - they just rotate like that, not according to the week number of the month. For example, I have one report to be scheduled to be sent this friday and every 4 weeks after that. I assume I can set this report schedule today for this week. But I have another report
Custom Group of States Filter
Newbie here to Analytics. I've built a basic dashboard that gives us a good amount of what we need for a project, but I'm struggling with something that I'm not sure is possible. We have reps who handle groups of states and I'd like to create a custom filter for each of these groups that filters the Dashboard data to the relevant data. For Example: Group 1: NY, CA, TX, FL Group 2: NC, GA, MI, OH I'd like to create a filter labeled `Division` that has options of Group 1, Group 2, etc which updates
SQL Cumulative sum.
Hello guys, how are you doing? Thanks for the time answering this. I want to make a cumulative sum using a sql statement. Can you help me telling whats the error in this formula: select "data da operação","Cliente", (select sum(x."saldo inicial") + IF(x."TIPO"='SALDO INICIAL',0,if(sum(x."Quantidade")=0,sum(x."profit"),0))as "Patrimônio" from "Futura Completo" x where x."DATA DA OPERAÇÃO"<= "DATA DA OPERAÇÃO") as teste from "Futura Completo" order by t."DATA DA OPERAÇÃO" ? Tks Guys Leonardo Hermoso
Ask the Experts #9: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We're hosting our next online community event Ask the Experts #9 on 27th May 2020 between 05:00 AM - 10:00 AM PDT. If you've had any questions about the Zoho Analytics features or prefer to learn more, join the discussion with our product experts. Start posting your questions right away! We're looking forward to have an interactive session. Note: This isn't a webinar. This Q&A discussion happens right here on the online community forum. To participate, post your questions as a comment
Tip of the Week - Auto Analysis
Are you left pondering over a pile of data tables often, and thinking where and how to start creating reports and dashboards in Zoho Analytics? With Zoho Analytics' Auto Analysis option, you need not have to worry about it anymore. What is this Auto Analysis option all about? Well, Auto Analysis is one of the many areas where Zoho Analytics uses MI and AL techniques to automatically generate a variety of most relevant reports and dashboards on a given data set. This helps in reducing the time taken
QBO Profit Margin Formula
I am trying to get a column to display Profit Margin as a %. I can get the right amount in $$ but the % is showing up inaccurately. Any Ideas? The Est Revenue is $18750, the cost is $8052.50 - Profit is $10697.50 and corresponding Profit should be 57.05%. This formula returns a value of 7.28??
Email Schedules
Hi Is it still the case you can only have 5 recipients for each email schedule (so if I require 10 people to receive a remport every week, I need to have 2 schedules) - this is a little ridiculous given that we would need to pay for extra email schedules because you can not send to as many recipients as you want like in the CRM Thankyou Natasha
Creatng/Updating a Table via API using a JSON (PHP)
Hello! So I've been attempting to import/update data into Analytics in PHP via its API, but I haven't been able to make the functions from the Library file (ReportClient.php) provided by the documentation (https://www.zoho.com/analytics/api/#php-library) work. For example, when trying to use the createTable() method, it says it needs these 2 parameters: - The workspace URI - How exactly?: "https://analytics.zoho.com/workspace/XXXXXXXXXXX"? Just the workspace ID? Or is it something else? - Table structure
Sum of aggregate formula column?
Hi! I created an aggregate column to take quantity * cost. The table however is not summing the total of individual items, rather it is multiplying the sum of items by the sum of cost. Is there a different way to set this up? Quantity Ordered Cost Total (Aggregate formula) Product 1 6 22.65 135.90 product 2 24 21.65 519.60 Product 3 42 2.25 94.50 Grand Summary: 72 47 3351.60
ZOHO Expense Integration with ZOHO Analytics
Dear Team, we like to integrate the ZOHO Expense with the ZOHO Analytics. Kindly guide us for the same.
SAP Business One SQL connector
Hello, is some solution to connect ZOHO Analytics to SAP Business One database? We wanna analyse data via ZOHO. There is any connector prepared for SAP B1? Anybody knows? Any idea? Thanks.
Zoho Analytics Average issue
Hi guys, hope you're well.. I was trying to create chart with average price, average cost but there is a problem with the average in Zoho analytics.. If I create the same table in excel but in Zoho Analytics there is a few difference .. and in this point cents are important. 23 Zoho 1.91 .69 2.60 23 Excel 1.73 .63 2.73 same table, same information.. anyone with the same problem ? At this point I don't trust in Zoho anymore..
Report of the week - Geo map chart
Geo map chart, as the name suggests allows you to visualize data with geographical coordinates. Currently, Zoho Analytics can auto-identify Continents, Countries, Counties, States/Provinces, and Cities. Apart from this, you can also create a map chart using the Latitude, Longitude and Zip Code data I have geographic information in my dataset, can I create a map chart? Yes, you can. To do this, you first need to change the data type of the column. Right-click the column name and select Change Data
ZoHo vs Microsoft Access
Does ZoHo have an app that is comparable to Access? I am currently using ZoHo Analytics, but I want to be able to go further. I would like to use my database of info to run some queries, that would display a list of info based on specific parameters, perform a simple mathematical equation and export the info. I'd appreciate any info or help possible
Calculate Pareto Diagram
Please, It is possible to have an example of how to calculate or create a PARETO DIAGRAM, in a scenario of Customers and Sales for a certain period. Thank you.
[Webinar] Bridging the 4 gaps in Social Media before Business As Usual
Hi there! Recent shifts in the business world have brought about a new era in marketing. Social media marketing is back in vogue, and it will continue to impact online marketing for the foreseeable future. With minimal business operations running across the globe, now is the time to revisit your social media marketing metrics to realign your efforts for a changing world. Join this webinar to learn how teams can utilize this time to bridge the 4 gaps in social media marketing before business normalcy,
New Feature rolled out on May 28, 2020
Option to Disable Dynamic Drill Down An option to enable/disable Dynamic Drill Down in Charts is now available in the Chart Settings page. By default, the Dynamic Drill Down option will be enabled for the charts you create. You can now choose to disable it if needed, from the Settings page. Click here to learn more. Workspace & Explorer Enhancements Converting a sub-folder to a parent folder is now possible. You can now convert a sub-folder to a parent folder with just a single click. Another
Is that any document that provides the limitations of Zoho Analytics?
e.g. How many columns can be in a table.
Problem on setting data type from plain to "date and time"
Hi, folks. I have a table imported (and updating every hour) via API from my business platform. There is a column "CreatedAt" with a date and time of order creation. Example data in this column: 2020-05-28T02:10:35+0200 Seems normal, but ZOHO does not recognise this as a "date&time" column and imports as plain text. So, I try to set a new data type for this column. Here is how I do this and the problem I get. 1. Call the "change data type" command for a column, which is supposed to contain date&time.
Reporting on Reoccuring Tasks in Zoho Analytics
I am trying to report on Project Tasks that are created via reoccurrence. I am unable to see them when using Analytics to pull all task created for projects with duration time.
Zoho Analytics - Business Hour reporting doesn't use Business Hours
Hi, I've been having an issue where metrics that state they are reporting based on business hours, like "First response time (in Business Hours)" and "Total response time (in Business Hours)" but are being calculated based on 24 hour days (instead of the 9-5 business hours we have setup). Any help would be much appreciated. I've provided an example and more details in this ticket: https://help.zoho.com/portal/en/ticket/39690706
SQL Statement didn´t work
Dear community, for this SQL Statement: SELECT "TIME_PROPERTIES für USER"."USR_NAME.NAME", "TIME_PROPERTIES für USER"."TIME_PROPERTIES.Date", sum (case when "TIME_PROPERTIES für USER"."TIME_PROPERTIES.Date" = '2019' then "TIME_PROPERTIES für USER"."TIME_PROPERTIES.QTY" else 0 end) as "Summe 2019", sum (case when "TIME_PROPERTIES für USER"."TIME_PROPERTIES.Date" = '2020' then "TIME_PROPERTIES für USER"."TIME_PROPERTIES.QTY" else 0 end) as "Summe 2020" FROM "TIME_PROPERTIES
How do you report on the most recent stage change?
I'm trying to create a report that answers the question: When was this potential updated to its current stage? I have a report that draws on the Accounts, Potentials and Stage History tables synced from ZohoCRM. The problem is that if I am showing a report of open Potentials, the join with the Stage History table means that each stage is represented by a date. I only want to show the current stage and the date the Potential was changed to that stage. How do I do this?
Scheduled email report: sender is displayed with '...@mail.zohoanalytics.com'
Hi I have a few reports that I send out with scheduled emailing but on receiving the mail (as I am in cc) the senders name is displayed like this: Is there a way that only the pure email address appears? Thanks a lot in advance!
Combining Invoices and Credit Notes in Reports
Working on a Report using data from Zoho Books. I am trying to create a Monthly Revenue by Customer Summary Report which should include all Invoices and Credit Notes for a selected month, but as soon as I drop a Total from Credit Notes into Summarize column, only Customers with at least one Credit Note are showing in the table, all others who never had a Credit Note are gone. How can I avoid this, to include everyone?
SOLVED - Scroll Bar on Pivot Table Report
Hi Team, Does anyone know how to show the scroll bar on a Pivot table? I have a pivot table report in my dashboard, and the data scrolls below the end of the chart/report. I can see 17 rows based upon the height of the report in the dashboard. But I know there are more rows. I need to be able to scroll the pivot table without having to expand the report. Thanks Steve
Copy table/query result into other database
Hi, it's is possible to import data from other sources via a schedule into zoho database, but is it also possible to import data from another zoho database. I've got a table in another database which i want to import every x interval. Can someone help me? Regards, Osman
Getting a record from inception till last month
Am trying to select a query from inception till today, then get another query from inception till last month, subtract the two queries from each other, the result will be equal to this month record. e.g: QUERY select distinct "Name", sum("quantity") from "Table 1" group by "Name" The second query should be the same, but must not include thus month record. then i want to further subtract the two queries to get my desire record. How will i go about it. Thanks
Add target in pivot table
Hi, I have a pivot tabel with achieved sales per employee (column) and per producttype (row). The pivot table shows Grand total of sales per person. employee 1 employee 2 product 1 10 20 Product 2 30 10 Product 3 20 40 Grand total 60 70 Is it somehow possible to add a row with the target per sales person and the remaining sales? employee 1 employee 2 product 1 10 20 Product 2 30 10 Product 3 20 40 Grand total 60 70 Target 100 100 Remaining 40 30 Thanks! PS I know it's possible to add a target in
Stacked values in dial chart
Hi, It would be very clear to have stacked values (like you have in a stacked bar) in a dial chart. For example: no you can see the target and total turnover achieved from a seles person. It would be great when you can see the target, and total turnover specified by region or producttype. Thanks for looking into this!
How to get total from two different tables
I have two tables with the same structure, but different data sets. Eg: Client #1, and Client #2. I want to generate a summary chart that will total by month. I would like to get the total number of 'bookings' by month, but I want to total the number out of multiple data tables that exist in the same workspace. ideally, it would be good if I could point to different workspaces, but I have duplicated the data into a new 'Summar' Workspace to have a one-stop dashboard to provide an overview. Any clues
SOLVED - Cannot add a formula column that relates to date on the row
Cannot create a column using the formulas: Modifiedtime() or Createdtime() It generates a diagnostic error that then needs so be sent to Zoho.
Trendline
Hi, Does Zoho Reports not have trendline feature for graphs?
New Feature rolled out on May 13, 2020
Publish Within Organization Enhancement So far you can publish views to entire web users or users within your Zoho Analytics Organization. Now you can also publish reports and dashboard to users in your Zoho Organization. Click here to know how to publish within Organization. Column Level Publishing So far restricting selective columns is available only while sharing. Now you can publish selected columns from your table. This enables you to control what data your users get to see. This will
[Webinar] A Holistic Approach to Sales using Analytics
Hi there! Recent volatile business cycles have forced a rapid evolution of business-critical functions, like sales. We're officially in the Sales 2.0 era, where technology augments sales, but the big question is, "what lies ahead?" Join this webinar to prepare your teams for Sales 3.0—a holistic approach to sales. Learn about the skills needed to look beyond sales numbers for insights, using analytics. Register now. And don't worry, we've set up multiple time slots to ensure everyone has a chance
How many reports can I put in a dashboard?
How many reports can I put in a dashboard?
Getting 500 server error for table creation request
Hi all, I am trying to create a table using Zoho analytics API in my workspace using vanilla Python but getting error with code 7005 which says "Sorry, an unexpected error occurred when performing this operation. The error has been logged and will be looked into.\n\nIt would be of great help if you could provide us with additional information using the \'\'Feedback\'\' link.". It seems to be a server problem but i guess i must be doing something wring because same API would have been used by hundreds
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