Report of the Week - Geo Heat Maps
Geo Heat Maps can be used to display data on a geographical map, with color codes based on the density of points in a particular area. Using this map: You can easily identify spatial patterns in geographic data. You can indicate the pattern of occurrence, for example, regions with most deforestation and climatic changes, density of traffic by location, regions with very high / very low sales, regions with high magnitude / high frequency earthquakes, high rainfall precipitation regions, regions with
Nested Queries Issue in Query Table
I'am facing issue with nested queries , even after simplification of nested sub queries ,its not working ,please help solve this issue.
Tip of the Week - Timeline User Filter for Dashboard
Does the Date User Filter in your Dashboard leave out a few reports from filtering? This happens when the reports are not created over the same table and the (time) column over which the user filter is created. To solve this, Zoho Reports has a Timeline User Filter. This filter applies the criteria on all reports, matching it with the best possible date column associated with a report. i.e., if your reports are based on a date column, then it will filter it for that data column. To know more on
Elapsed & total business days
Hello - I'm building a sales dashboard from a data set comprised of invoice lines. Columns include things like date, invoice#, customer, sku, quantity, price, invoice_total, & customer_address. My dashboard shows stats for the current month like MTD revenue and number of unique customers. I'd like to have a dial widget that shows how many business days have elapsed in the current month and how many total business days we have in the current month. To try to solve this I've created four formula
Pivot table based in other pivot table
Dear Zoho Team Is it possible to edit one pivot table bases in other pivot table? Is it possible convert one pivot table in one chart view?
Mobile Dashboards
Hi, Dashboards in mobile are not very responsive. For example its hard to make scroll down/up , left/right. Wish is the best practice to develope a dashboard for mobile? Thanks
Data with different paths
I'm trying to cross invoice and billing data in Ozho Analytics, when I try to do this the message I get is that I can't cross data with different locations, there is a way to have on the same chart two information that I have already prepared and just want to see both in one only cross chart?
Free webinar: Top 7 BI trends disrupting the analytics landscape in 2020
Hello, The penchant for making analytics and insights available for all business functions is picking up steam in disrupting the BI landscape. This phenomenon is driving BI platforms to further simplify the diversity in analysing data across platforms. At the core of it lies AI, revolutionising the way businesses operate today. Join us for the free webinar to learn about the 7 BI trends disrupting the analytics landscape to prepare your business for 2020! Register now!
How to link Zoho CRM to Zoho Analytics
Hello Have an issue were I’m trying to connect my Zoho CRM to Zoho Analytics. Have built some dashboards for a client and I cannot figure out why I can’t link the two. thank you Alan
Countif not as aggregate column
Hi Is there a way I can achieve something similar as =(COUNTIF($B$1:$B1,$B1)=1)+0 as a formula column in my table? Where B is the column which contains the values, so it puts a '1' in the first record found and '0' in the others. Thanks
Nested If
Simply trying to add a formula column but something is wrong with my formula, anyone have any insight? =IF("Company Number"='WE1','Honda', IF("Company Number"='WE2','Chrysler', IF("Company Number"='WE3','Ford', IF("Company Number"='WE4','Chevy',"All Star")))) Thank you!
Filter Tabular View on Dashboard
I have a tabular view setup with a desired filter. When I add the tabular view to a dashboard I cannot find any way to apply that filter to the tabular view on the dashboard. How can I apply the desired tabular view filter when it's on a dashboard?
SQL Query for Point of Sale Data
Hi There, Just need some help formulating an SQL Query for our Point of Sale Data. I have attached a sample set of what the format is like. We are wanting to do the analysis on Transactions that contain "X" Product. That product for this instance being "BYO Party (8 kids)" Each item in the transaction is separated on individual lines. Each Receipt Number is unique to the POS and Each POS number is unique. The problem Is that the POS generates sequential receipt numbers for each POS so we have duplicate
How to list all values on the filter list but pre-select specific values as default?
I'm trying to pre-select some specific values from a multi-select field based user filter on a report graph. When I specify the default filter values and also select the "List All Values" option as the "value selection" then the graph is being created with the filter values but all the values are not being presented to the user. What am I doing wrong?
Can I increase the refresh-rate of charts in published reports?
Hey there, I have a published dashboard in analytics that I share with my teammates to plan production of a product. In there is a chart with a weekly overview of planned production and deliveries that we use to check if we have to make changes. Below the chart my teammates can make entries into a embedded Zoho Creator form to enter new production data and new deliveries. From Zoho Creator the data is populated into a Zoho Analytics table via a deluge script from a workflow. Our problem is: it takes
Dashboard filters
I have two reports that use different tables but have the same filter (customer name). I want to put them on a dashboard but have the user only have to select the customer name once and have it apply to both reports. How can I do this?
Rewind with us - A Zoho Analytics Travelogue
Item Profit Chart - Cant figure it out.
Hi folks, I am trying to make a report that will list all the items we sold in a period and show them in order of "Profit". I cant seem to figure out how to do it. Can anyone help me on the right path?
New Data / Table Import
Allow for the execution of a SQL Procedure. Currently have to have select statement. Custom Query needs to be able to run the following execute dbo.GetMyProcedureSelect 'myparam1', 'myparam2', 'etc' Thanks
Sales Order Profitability
Hello I want to be able to create a report for Sales Order Profitability from Zoho Books. We create Purchase Orders from Sales Orders and we need to be able to see the Profit from each Sales Order, how can I create such a report as I cannot see any data tables for Sales Orders? Thanks Bill
New Features rolled out on Dec 30, 2019
New Role - Organization Administrator Zoho Analytics now supports a new role - Organization Administrators. Organization Administrators are users who have access to all the workspaces in the Organization, and can perform all the operations inside the Organization, except deleting and renaming an Organization; and adding, activating, and deactivating other Organization Administrators. Organization Administrators are nearly as powerful as the Account Administrator (Owner of the account). You can have
selecting multiple criteria on User Filter
Hello. I've created query that combines 3 or more tables and added several user filters to ease my searching in future. Now I'm using these filters to extract a certain set of data. The thing is.. I have like more than 20 to 40 criteria that I need to select on user filter in order to extract one set of data that I need. So, whenever I need to search anything, I am selecting all of these 20 to 40 criteria one by one all the time. which drives me crazy when I accidentally click on outside of filter
add import filter for zoho desk
We have lots of tickets that are auto created and closed for monitoring purposes - successful backups, UPS tests etc that are all assigned to some Dummy accounts and we would like to filter these out from being imported in the first place - instead of having to set a filter on every single report to exclude these accounts. otherwise our reports are heavily skewed with autocreated tickets that we don't want to count. please add the facility to filter the data import.
Swapping out X axis
Using a bar or a line chart, let's say I have a Date value on X axis, set to "Month & Year". Is there a way to set it so that anyway who's seeing the chart can, from View Mode, swap the X axis to "Quarter & Year"?
Export Pivot Tables
When you Export Pivot Tables into excel Why it is not exporting with themes? Does this feature will be added? Best Regards, Alisher
Operation of "View Underlying Data" feature
When a data row has a cell with a long string, this view (View Underlying Data) word-wraps the string expanding the row to fit all the text into the cell. This means that tables that have rows with long strings only display one or two rows. The display of rows should be limited to one line and 20 characters per cell. That way the user can see multiple rows in the underlying table. This makes the "View Underlying Data" view more useful. Long strings could be displayed in ToolTips when the user
Select Boxes: Should be large!
While creating reports in Zoho Analytics, i find that using the "teeny-weeny" selection boxes for filters is a real pain. Click, click, click, click, check!, Click, click, click, ciick, click, click, click, click, check! Click, click,click... See what I mean? I honestly don't understand why so many interface designers continue to use teeny weeny boxes for selections. It's as if someone is paying for the real estate! It is a navigation annoyance. This is particularly true if there are hundreds
Ask the Experts #4: Five hours live Q&A session with Zoho Analytics product experts
Hello everyone! While we're close to the holiday season, we're wrapping up this wonderful year with Zoho Analytics - Ask the Experts #4 community event. We'll be live on the 18th of December between 05:00 AM - 10:00 AM PST. 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
Threshold/Target per month
I need help setting targets on each month. Let's say starting on January 2019, our target is 100. On February, we increase it by 3 (100+3 = 103) so it becomes 103. We want to add 3 each month until December 2019. I can't seem to find the solution to this so what I am doing now is I added a formula column in the table (if else formula) to enter the target numbers manually to certain months and chose the maximum value in the threshold tab in the graph so it will show the targets I want each month.
Support Expectations
Hello, Can my users expect to receive any support if they need help generating a specific type of report? If so, in what ways is that support administered.
Link Different Dashboard
Hi, Is there a way to navigate from one dashboard to another, ? Thanks
SQL QUERY
The length of the sql query parameter is longer than the required length. What can i do to fix it?
How do I change the chart type in my dashboard?
I want a bar chart for 2018 and 2019
Zoho throws Parsing Error in MySQL sql query
Hi, I have written a custom MySQL query and it works perfectly when executed using MySQL or any other MySQL databse application/editor. However, when I use the same query to import data into Zoho, I get the below parsing error Parse error at line 1, column 167. Encountered: , My SQL query is: SELECT YEAR(r.created_at) AS 'Year', MONTHNAME(r.created_at) AS 'Month', count(distinct r.name) AS 'Partners On-boarded' FROM roles r GROUP BY YEAR(r.created_at) DESC, MONTHNAME(r.created_at) ASC; Can someone
Compact layout for Pivottable - rename column
Hi, Great feature. Thanks for adding it. Is it possible to rename the column when selecting compact layout for a pivot table? Currently it just says "Row Label". Kind regards Sunil
Zoho Books Invoice Custom Fields - Are not Available in Analytics
I am trying to create a Sales Tax Liability Report because the current system report does not include all of the data that i need to file my monthly sales tax report. I created a custom field (checkbox) in the Zoho Books Invoice Module called "Tax-Free". I have created a custom report in Analytics including the following columns: Invoice Number Company Name Total Sub Total (BCY) Total Total (BCY) Sales Tax - Calculated from 2 fields above Total Adjustment (BCY) Filter on Invoice Date (Month) I
Ask the Experts #2: Five hours live Q&A session with Zoho Analytics product experts
Hello all, Thanks for making our first Ask the Experts community event successful. We're all set to host the second Ask the Experts session this week. We're going live on 24th October 2019 (Thursday) at 5:30 am PDT for five hours straight to address all your questions and get more feedback. Here is the list of experienced panellist for this session. Start posting your questions right away in the comments section.
Query Table for MTD, QTD, YTD sales
I have a table sales_history with columns Region, Group, Invoice Date, Extended Price. I’d like to have current MTD, QTD, YTD sales grouped by Region then by Group. Appreciate someones assistance with a query. Region East MTD Sales QTD Sales YTD Sales Group 1 Group 2 Region Central Group 1 Group 2 Region West Group 1 Group 2 Region International Group 1 Group 2
Summing up few columns together with condition
hi in my table i have month value and item code. for a chart I am taking each month sum value for specific item code. But for few Item code I need to add other item code month value too. that is normaly my graph look like this itemcode1 - oct itemcode1 value(sum) for an year - but for some item codes I want to get values like this itemcode2 - oct itemcode2+itemcode2a bothmonthvalues(sum) for an year how can I get this done ? any help
Free Webinar: 5 Must have inventory reports for online sellers | Zoho Analytics & Zoho Inventory
Hello All, Selling goods online? These 5 inventory reports will help you make better informed decisions. Join us on this free webinar hosted by Zoho Analytics and Inventory domain experts to learn more. Register now! Friday, December 13th: 9am PST
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