Show Amounts with difference next to them
Hello! I understand the process of creating a pivot table to show the difference year over year in total sales by Account, but I'm wondering if there's a way to get the year totals to show alongside the differences. Currently, my pivot table ends up looking like the below: Account 2016 2017 Total Total Amount First Account -5000 Second Account 7500 Third Account 6000 To get
Today vs. Yesterday sales difference
Hi, I have this table with (cumulative) sales by day: DATE AMOUNT 01/18/2013 11,750 01/14/2013 12,000 01/13/2013 11,500 I need to calculate automatically the difference by day so that the table would look like: DATE AMOUNT DIFFERENCE 01/18/2013 11,750 -250 01/14/2013 12,000 +500 01/13/2013 11,500 PLS NOTE 11,750-12,000 = -250 12,000-11,500 = +500 I do not have a record
Clone / Copy A Dashboard
I have an existing Dashboard I want to copy/clone and then modify. It currently returns results for All Users , I want to create version for specific individual users i.e. same widgets and reports but only shows results where Potential Owner equals 'Tom Smith'. Is this possible if so how? Thanks Roger
Showing Total of Funnel Chart Legend (With Values) Items
Hi, We are using the funnel type chart for displaying our zCRM sales pipeline stages and associated sum of deals in each stage. We have configured the legend to show the associated value (Deal Amount (Sum)) for each stage adjacent to the legend items (Stages). Is there a way to display the total of the values in the same chart? For example, at the bottom of the legend or maybe as a #merge placeholder in the legend title?
Analytics - Inner Join to get User Name
My SQL skills are very rusty, so need a little assistance. The record owner on each CRM table allows me to choose the name or the ID of the owner. Irritatingly, I have a separate user lookup field on a module that only gives me the user ID, but I need the full name. I've created a concat on the user table called Full Name. I know I need to do some kind of inner join to reference it, but can't think of how to do it. Any tips?
New Features rolled out on April 23, 2020
Trend Line We are happy to announce that Zoho Analytics now supports plotting Trend Lines in your charts. Trend Lines are used to identify the trend present in your data. Zoho Analytics can plot the past and future trend in your time series or number series data. Zoho Analytics provides five models to derive the Trend Line. They are Linear, Logarithmic, Exponential, Power, and Polynomial. Click here to know more about Trend Lines. Expand and Collapse Pivot View A new Expand/Collapse option is added
How do I do comparison charts with a group?
Is there a way to create on-the-fly group in Zoho analytics and compare the performance of a product/entity against the group? e.g. In this dashboard - I would like to compare the performance of a given Credit Union to its peers (ideally selected by users or hard-coded) https://culytics.com/blogs/cu-peer-benchmark. e.g. Performance of a credit union compared to all other in the same asset range and/or state. How can I achieve that functionality? The underlying data has data for each credit union.
Map Pie Chart - Pie Size & Legend Sort
Good day, How does one increase the pie size on the Map Pie Chart? Also, how can I sort the items in the legend into a custom order?
HELP -- Copy dashboard from one instance to another instance?
Hi All, I actually want to do what is suggested here (https://help.zoho.com/portal/community/topic/tip-of-the-week-templatizing-a-workspace), but I need to take the workspace and reports, etc to a different instance. I have multiple instances (on different servers), but the data structure is the same in all instances, (data sets are different). I would like to have the same dashboard in the different instances, but do not want to have to create them from scratch each time. Does anyone know how to
Ask the Experts #8: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We're all set to host our next online community event Ask the Experts #8 on 22nd April 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
[Webinar] The 5 key elements of successful BCPs | Responding to crisis using analytics and insights
Hi there! First off, we hope you're all staying safe and well during these trying times. Many organizations across the globe have swiftly implemented Business Continuity Plans (BCP) as a response to emerging uncertainties. Today, BCPs are well underway at most organizations. Join this webinar, where we'll revisit widely adopted BCP practices with the 5 key elements of successful BCPs. With them, we'll open up possibilities for organizations to respond to ongoing business challenges using analytics
Zoho Reports does not pull Bank Balances from Zoho Finance
Zoho Finance properly updates bank balances on a daily basis, but that data is not accessible by Zoho Reports. Zoho Finance might have good automated data transfer via Zoho Financial Analytics, but it completely excludes bank account balances. The bank account names, etc. migrate/update from Finance to Reports, but there is no transfer of the current bank balance values. This is sort of weird: the current bank balances for any company are very integral for analyzing data in Zoho Reports properly.
Capture of data
I would like to know how I can import data from a page that is not HTML, for example an open data page like this https://datosabiertos.bogota.gov.co/dataset/porcentaje-de-ocupacion-de-los-servicios-de-hospitalizacion-general-ucim-y-uci-en-bogota-d-c/resource/4911565b-4518-4931-93de-d117c10dbdce
Tip of the Week - Data Backup
If at any point in time, you wish to make a local copy of your data from a Zoho Analytics Workspace, you can do the same using the Backup option. Zoho Analytics assures you that your data is safe and secure at our end. In order to avoid any failures at
How to convert minutes in hours
Hi, I am quite new to Analytics. I am synchronizing with Zoho Invoice. I import the time-sheets from Invoice. In Analytics, the time spent on a task is shown in Minutes (as the format is in Number). I would like to convert these minutes into hours (i.e. 135 minutes => 2h 15m) to be able to create a graph showing in Axis hours spent on a task (or per day, per week, etc ...). I guess I should use a formula inside the table, but I have no idea how to do that ! Could someone please help ? Thanks.
Time format adding 00 Dec 1900 to cell, Why?
I have an xlsx report that I upload to a table in Analytics that has a column of "Elapsed Time" that is represented HH:MM:ss (00:32:54). When I upload to the table the cells are populated with 00 Dec 1900. There is not any date formatting in the spreadsheet or the table. Why is this happening and how do I correct it?
SSL and iFrame Problem...
Hey, i need some help... i have tried to load the shared URL https://vsrvsql.meeth.int:8443/open-view/5715/d2f9fe2187873f788391a12895f75e9d in a iframe. I will display it in a another software via iframe... ONLY IN Lokal Area... Problem: SSL - The iframe does not load and displayed without a SSL certificate... How is it possible to install a certificate on the server and use the certificate to display the iframe?
Hide columns in pivot tables
I added two columns of numeric data in the pivot table, to get a result in a third column with a formula, now I need to hide the columns with the source data, just to keep the result, how can I hide them? Thank you.
How do I create story boards in Zoho
Tableau and PowerBI provides ability to create story boards - e.g. - Checkout the navigation on the PowerBI dashboard here - https://flowtrackeranalytics.com/resources/cu-kpi-benchmarks The selection/filter do not refresh when one moves across dashboards pointed out by orange arrow. Any way to achieve that functionality on Zoho Analytics? Thanks
What's New In Zoho Analytics: Q1 '20
Hi there! It's not just the advanced intelligence that makes Zoho Analytics great—it's also the feedback we get from our users. Because of you, we're consistently working to turn your business needs into powerful new features in Analytics. In this context, we're happy to announce the launch of our new webinar series: What's New In Zoho Analytics. Join us to learn about all the new and exciting functionalities we've built into the platform in the last few months—functionalities that can further
What's New In Zoho Analytics: Q1 - 2020 (Recorded Webinar)
Hi there! Here's your recording of the webinar on "What's New In Zoho Analytics: Q1 - 2020." Watch now to learn about all the new and exciting functionalities we've built into the platform in the last few months—functionalities that can further simplify the way you and your team work!
Zoho Analytics and Databridge - the instructions do not match the install process - can you help please.
I have databridge installed & running in windows and I can connect through Settings> Manage Databridge - it is active. The instructions say I should go to Data Source > Local File but these instructions only fit the Database selection - when I go to the Files option I do not get the databridge when using the Excel/CSV I am trying to import a large CSV file (no other format options are available) What am I doing wrong please?
How to add comparison reports
Hi, I have been using Z reports for CRM, Projects, Books and people. Been helpful , we have got about 4 years data now and we want to slice and dice by comparison charts for better analytics. I dint see an option to do so, please remember , WE have not added any new reports , we use all default reports and dashboards provided by Zoho. Looking forward
New Features rolled out on Mar 30, 2020
All collaboration options now under a single menu The collaboration options Share this View, Make this View Public, Edit Shared Details, Email, Embed, URL/Permalink, Slideshow have all been grouped and listed inside the Share button for easy accessibility. You can now access all the collaboration options from the Share button. Click here to learn more. Mailing views with "Share Filter Criteria" to multiple users Mailing view(s) to multiple users after applying the "Share Filter Criteria" has now
ZOHO Analytics Samples.
Tokyo COVID-19 New coronavirus infected people Example of analysis by ZOHO Analytics Because the request of self-restraint of Tokyo came out Latest infection trends in Tokyo Created an analysis example using ZOHO Analytics [Automatic update every day at 0 o'clock] @ZOHO analytics automatically obtains from open data in Tokyo The data source is relatively famous recently https://stopcovid19.metro.tokyo.lg.jp/ It is automatically acquired from here, so once it is made it is maintenance free We use
Importing data to table sometimes not updated/refreshed immediately
On normal occassions after importing TXT/XML files into a table (either few rows or tens of thousands of rows) normally it should get updated/refreshed immediately, then subsequently the chart will get updated. But I've experience few times when it doesn't update/refreshed immediately after importing, even with 100% successful and after more than 30-60 minutes. I did reloading, refreshing, etc but nothing happened. Number of rows (bottom right corner information when opening a table) shows the same
Strange UPDATEADD Error
I'm getting an Error when I try to do an UPDATEADD API call to reports with more than 300 records. I got Error!!! 7231 Column ID is present in match columns but not in selected columns I want to know how to trouble shoot this? As far as i know the selected column which needs to be matched in the zoho table must be available in the CSV file which is going to import and I've checked them both the zoho table and the CSV file twice both contain the matching column which is using for updatedadd API call
Report of the Week - Tickets Backlog History
In this Report of the Week, let's see how to create a report on Tickets Backlog History over Help Desk data using Data Snapshot. Tracking Ticket Backlog (the number of unresolved tickets) is an effective way to determine the efficiency of your customer support process. Sooner your customers receive the solution, the happier they are. For this, Advanced Analytics connector for Zoho Desk, Zendesk or Teamwork Desk provides a pre-built report on current unresolved tickets by agent and priority. However,
Column width formatting
Is there a way to automatically format the width of the column's in a report? I would like to either set the column width and have it remembered or automatic column width format that would size the column to the widest entry.
Image type data in Zoho Reports
Hi, New to Zoho Reports, I'm wondering if we can store images to Zoho Reports database tables. Tried looking into different field types supported by tables in Zoho Reports, but couldn't find a suitable one. Gone through knowledge base, and learned that images can be uploaded into Zoho Creator, but how to import them into Zoho Reports? With Regards ~Vikas
ZOHO FINANCE Inventory Adjustment DATE not available in ZOHO Analytics Data Source
See Screen Shot.
Joining 2 tables
Hope someone can help. We are a service delivery company and I am trying to keep track of each technicians completion percentage as the day goes on. The "starting Services" column is the amount of services they start the day with, then we export from our CRM to dropbox hourly to get the "services completed" number, then also a formula for the % complete. The problem i am having is that the "services completed" column references the total number of services completed between all technicians, and does
Ask the Experts #7: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We're super excited to host our next online community event Ask the Experts #7 on 19th March 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
Flowchart showing changes over time (day/week/month/year/custom) to see to which state my potentials went
Cheers People, I added the options on the data source (Zoho CRM) to import the stage history and now i have a new table with this information. This table does not have the name of the connected deals (Potentials) in it?! What i want to check with this report: Show me where my potentials went and when. Example: last week we had 150 deals in stage x and on the next week we have 155 deals in stage x. Now i want to know how many deals went away from this stage (x) and to which state (y, z). And of course
Anyone know how to display ROI from data in two unlinked tables?
We've been working on this issue with support for weeks but have gotten no where. We're looking for something that seems so simple; a widget in a dashboard that shows the ROI for ad spend (ROAS). Table A has the ad spend cost. Table B has the revenue. We have tried several ways to link them via lookup columns, but nothing has worked. Support has tried to create query tables, but it's proven more challenging than they anticipated. We can't link the tables because they have no columns of data in common.
Tip of the Week - Import files larger than 100 MB easily!
Yes, you read it right! You can easily import large files (those larger than 100 MB in size) into Zoho Analytics using Zoho Databridge. Zoho Databridge is an enhanced utility by Zoho Analytics that enables you to import data in the form of large flat files, from on-premise and cloud databases, into Zoho Analytics. You can also automate the import process to synchronize the data from your local/hosted database into Zoho Analytics at periodic intervals. Below are a few details about our next-generation
Invalid numeric expression found
I am getting this error on several canned reports that Zoho provided with Analytics and on several reports I have created. I have not changed any of these reports and I have not altered any of the aggregate formulas that they use. Something has changed recently to cause this error. Alert Message Invalid numeric expression found. The numeric expression contains a String column/value which cannot be converted to numeric.
How sales analytics drives revenue growth
Hi there! From defining realistic objectives to adopting course corrections, organizations call for a comprehensive and objective outlook on sales—one where expectations are clearly defined and agreed on with the sales team. This is getting better with data driven decisions, but there's still a long way to go. Join this webinar, where we'll discuss how sales analytics can help you align your sales team with your revenue growth expectations. Register now!
How do I hide a Dashboard widget from certain users?
I have a sales dashboard with several widgets that show the monthly sales by product line and a user filter so each user can see only their data. A subset of my users do not sell one certain product line, so I would like to hide that widget from their view. I do not want to create a copy of the dashboard for only those users. Instead, I would like to have one dashboard for all users, and those users only see the reports and widgets relevant to them.
Sample of ZOHO Analytics prediction function
ZOHO Analytics has a predictive function, which automatically predicts the number of new coronavirus patients. The conditions that can be predicted are quite severe, but simple data with few omissions seems to work relatively well. You don't know what the key predictions are without looking at future trends.
Next Page