Buttons in dashboard per month/quarter
Hello, Is it possible to create a menu with the option to choose a year and at the other side choose a month or quarter? There is a method to add an option but I want to have this more clear with dedicated buttons so people can see in which year or period the dashboard is. Thanks in advance.
Stacked Line Graph
It might be a great idea to allow stacked lines in Analytics. Currently, this option is only available in a bar and area graph.
Use of Functions in a Summary View
I have a calculation that uses an "IF" that I would like to use. Unfortunately, the Formula feature in the Summary View does not permit the use of Functions. Why is that?
How to find the number of API units consumed?
I am testing the Zoho Analytics API and I want to know how many API units have been consumed till now. I am not able to find this information anywhere in the UI.
New Features rolled out on July 17, 2019
Prediction Interval for Forecasting Zoho Analytics now allows you to specify the confidence % in which the predicted data points are most likely to occur. Select the interval ranging from 75% to 95%. This option is applicable for the line chart. Click here to learn more on Forecasting. Send DMARC Compliant Emails To enable a secured mailing option, Zoho Analytics allows you to send DMARC compliant emails. DMARC policy is an email authentication protocol that allows both senders and receivers
Comparison Charts
Anyone using Zoho Corporation Analytics Suite. I am trying to find a way to add comparison charts to this dashboard - https://lnkd.in/gRy36_Z, so that we can compare CU results with their peers in the industry. I am running into some issues and want to get some help.
Compare same month over a couple of years
Hello, I am trying to create a bar graph that displays monthly performance between two years. So if i had 2018 to 2019 there would 2 bars side by side for each month. See attached my current report which is the one I would like to change. Any assistance would be very much appreciated https://analytics.zoho.com/workspace/1362170000000002003/view/1362170000000264196 Regards
Side by side graphs
Hello Hoping you can help. I'm wanting to create a graph which compares monthly figures between years. The graph would show jan 2018 and 19, feb 2018 and 19, etc side by side. It this at all possible? Regards Fernando
Zoho Analytics Issue with Comparison Charts
Anyone using Zoho Corporation Analytics Suite. I am trying to find a way to add comparison charts to this dashboard - https://lnkd.in/gRy36_Z, so that we can compare CU results with their peers in the industry. I am running into some issues and want to get some help.
YOY
an easy way to make a pivot with a yoy number. How is the revenue from 2019 compared to 2018 the same month? it should be nice and easy but it isn't...;
Include Manual Journal Entries from Zoho Books
Is there a way to access Manual Journal Entries from Zoho Books in Zoho Analytics? I don't see them on the list of tables to include when editing settings.
Line joining legend
Hi, Just getting started with ZA so please bare with me. One of my Pie charts has the legend to the right but the "value" is shown near the pie with an adjoining line. I just created a new pie which will only ever have two values and would liek the same lines. I've compared both sets of "gear wheel" settings in edit mode and they look the same. Any ideas?
Lightspeed and zoho Analytics
Would love to be able to access data and use Zoho Analytics to create reports and filter data www.lightspeedhq.com
Tip of the Week - Adding Trend Arrow in Tabular Reports
Adding a rise and fall arrow to your report is one of the best ways to visualize your data trending patterns. This is pretty useful in highlighting the trend or plotting against a target to show progression. Zoho Analytics allows you to add this comparison indicator to your tabular reports such as Pivot Table and Summary View. You can add them in a few easy clicks. The following animation shows how to add an indicator in your report. For more information on conditional formatting, refer here.
Order Entry KPI
Hello, Trying to add to dashboard a KPI centered on number of days for order entry. I can easily chart the the average of number of days to enter order from receipt, but want to count number of orders entered same day vs. next day, etc. Is there an easy method to accomplish? Thank you,
Sum by different values in a group
Hi, we are triying to use Analytics to visuallize an inventory in Zoho Inventory. Our main table is Inventory Mapping, and the columns we are interested in are "Product ID" (item's ID), Inventory Lot ID and Quantity On Hand. We know that if we group the data as Product ID->Inventory Lot ID->Quantity On Hand, we get the different quantities on hand and their sum is the same quantity in stock that Zoho Inventory gives to us. In the given picture you can see what we are talking about: the column with
Solution of the week: Leads-to-Invoices funnel chart
Measure the effectiveness of your sales pipeline with the help of Data Blending. Using this feature, you can fetch data from multiple data sources and combine them to build powerful visualizations. Example: Leads to invoices funnel. You can blend the Leads data from Zoho CRM and Invoices data from Zoho Books to create a Leads-to-Invoices funnel. This funnel chart will help you understand your sales pipeline and significantly improved the conversion rates. In addition, you can also quickly check
Records Created Today
I am working on a Pivot Table to compare the performance of sales people in certain date ranges. For each data set i have created an aggregate formula using the iscurrentweek, iscurrentmonth, ect. countif(iscurrentyear("Appointments"."Created Time")) countif(iscurrentmonth("Appointments"."Created Time")) countif(iscurrentweek("Appointments"."Created Time")) I now need a column for Todays data, but am unable to find an istoday or iscurrentday function. This all needs to be on the same pivot table.
How to change ownership of the reports integration
Is there away to change ownership of the Zoho reports intergartion from one CRM admin to another? Scenario: In the process of demotiing on user as Admin - but this user has been setup as the Zoho Reports integrated owner. We can deactivate the integration but then everyhting will be deleted in Reports, which is a bit odd: evrything or nothing it seems to me. As a by the way, there doens't seem away to change the main admin in reports either. Would be nice if there was one central place you could
Upload Table from Json File C# API
Hi I'm trying upload json file to Zoho Analytics table, I used the code below : public IReportClient getClient() { IReportClient RepClient = new ReportClient("****************************************"); return RepClient; } try { string tableURI = RepClient.GetURI("my_mail", "Data", "Reports"); Dictionary<string, string> ImportConfig = new Dictionary<string, string>(); ImportConfig.Add("ZOHO_ON_IMPORT_ERROR",
Referrals differences
What is the difference between referrals from potential: google.cl and google.com
Link projects to zoho books invoices
Hi, I'm a happy Zoho One user. We'd need to link projects to zoho books invoice. Because, this is the way we work: we first create the zoho books invoice, and then, maybe after a few weeks, we create and work on the relative project. We'd like to link the projects to the zoho books invoice/customer. I've seen a table in Zoho Analytics, "Project Client Mapping", but they are listing the Client in Projects Portal Client Company :-/ Starting from a list on month invoice, I'd need to create (and print)
Can I sync from Zoho CRM from my own Workspace?
I've created a new workspace where I'm syncing from Zoho Creator and a couple of other sources. Now I would like to use data from Zoho CRM. Could I do this? I can't find it under available data sources. Thanks in advance.
DMARC Compliance
Hi! We have a very strict policy regarding DMARC (reject=100), so we are not receiving emails from Zoho Analytics when our reports are configured to be send from our domain account. (they work when from=notifications@zohoanalytics.com). There is a chance you could set SPF and/or DKIM on your end? Attached you will find a screenshot with more details. Thanks in advance,.
Performed changes in the query is not allowed due to following reason(s)
I have a pivot table that is not updating because of an increment in our Fiscal Year. I discovered that the table is built on many different query tables. Following that to the bottom, I found the source. A table that has a formula column with a date value hard-coded. When I try to change that formula, I get an error that it cannot be changed because it would affect other tables. I know that it will do that, and I am okay with it because I know that I am just updating the year. My next thought was
TO_INTEGER + TO_INTEGER generate a String not a Number
In a Query Table I put a formula like TO_INTEGER(IFNULL(MAX(xxx), 0)) + TO_INTEGER(IFNULL(MAX(yyy), 0)) AS "xxx + yyy". xxx and yyy are numeric columns with empty values. And the problem is that that formula output value like "014" or "080" instead of 14 or 80. Any idea ?
Find if a parameter exists across any contacts for a given account
Hi - I am trying to write a query that will find any account that purchases a certain Brand from our company but does not have any contacts identified as Buying for that Brand. Brands are listed in a custom multi-select "Brands" field in the Accounts Module. These brands have been split out in a query table "***NEW*** Account Brands Table" so that each Account-Brand combination has its own row. The same brand options are also available for selection in the Contacts Module under the custom multi-select
User Filter search Pivot Tables choose per text search
For user searches in pivot tables, you can enter text to get a list of records containing that text. Unfortunately those choices do not become automatically chosen as the search criteria (or a choice to uncheck all). This is a problem when your search results in many records, all of which you would like to look at. It would be great if this functionality worked similar to how the same functionality in excel works. Please let me know if this is possible, or if not, please consider this a suggestion
Alertas en los indicadores y gráficos
Sería genial que se pudiera configurar alertas cuando un campo, fuera mayor, menor o igual que otro, y te dejara configurar también a quién quieres que le llegue la alerta vía mail.
Import from feed fails for a common source that does work in Googl-Sheets
This source (https://analytics.usa.gov/data/live/os.csv) can easily be imported in google-sheets. But import fails in Zoho Analytics. It also fails in ZoHo Sheets. (sheets gets the encoding wrong or thinks it is an encrypted file) It is a very simple text-file.
Multi Level Hierarchical Query
Hi guys I have a situation where i am trying to extract the descendants of a particular entry. So long story short, i have the Account table with Agency (A) id = 1, and that has child Agency (B) id = 2. This child agency (B) has a child agency (C) id = 3. This child agency (C) has a child agency (D) id = 4. So in essence we have have a pyramid setup where each level has other child agencies underneath. The number of levels differ per the preceding Agency. My question now is, in Analytics how do
SQL limit 1.000.000 lines
Hi. I'm facing a problem with the limit of 1.000.000 lines foe a SQL table. Is there any way to avoid this restriction? I really need to expand this limit. Please confirm. Kind Regards Matias
Can I add an auto-number column to a query table
Hi everyone, I'm working on creating an efficient database schema for my Zoho Analytics reports. I want to create auto-number columns in my tables as IDs to be used as primary keys so that my queries run faster. Right now I have unique columns that I'm using as PKs but most are plain text so as I join the tables through reports the response time is fairly slow. Is there a way to add a new auto-number column into a query table? Thanks! Katie
Charting Comparison: This month vs. This Month last Year
Hoe can i chart the following: - This month vs. This Month last Year - This week vs. This week last Year etc. Any help would be greatly appreciated!
Solution of the week - Forecasting in Reports
Zoho Analytics now enables you to predict future events, using its forecasting feature. Forecasting in Zoho Analytics uses your past data and comes up with the best prediction for the future. You can set up a forecast in minutes, without worrying about the underlying complexity. To do this, Open the desired chart. Click the Settings icon and select the Forecast tab. The Add Forecast drop down will list all the possible Y-axis series that can be forecasted. Select the desired Y-axis series Forecast
Join Tables in Live Connection
So my understanding is that it's not possible to join tables (or create lookup columns) for Live Connections with cloud databases (like Amazon Redshift). I know I can set up Data Import instead, but that's not ideal because I would quickly run into trouble with reaching the row count quota. This is the one and only reason why I can't completely replace Tableau with Zoho Analytics and it's very unfortunate. Is it possible that I'm missing something? Or if not, is this something that may be developed
Quickbooks API with Zoho Analytics (Profit and Loss Report)
Hi There! We're currently using Quickbooks Advanced Analytics to create reports. I'm wondering if there's a way for us to use Quickbooks' API so we can grab our Profit & Loss report directly instead of creating the report in Zoho Analytics. We have journal entries that makes it difficult to identify if they are credit or debit with Zoho Analytics. I'm wondering if any user here has experienced the same issue and found a workaround or a way to display the report. Any suggestion you may have is greatly
Line Chart
I have a line chart showing volume over the span of 4 years on a monthly basis. What I would like is to show each year with a different line. So 2016 will show Jan, Feb, Mar, etc on one line. 2017, on another, 2018 on another and 2019. I am not sure how to accomplish this though, can anyone help? Thanks Chad
Zoho Analytics -financial reports YoyComparison
Hi, Can you please include the year on year(month-on month) (Q on Q) comparison reports in Zoho analytics? all the required data for P and L, Balance sheet, revenue, expense and cashflow are already present in the tables. The comparison reports will add a lot of value into the system
How do you join tables?
I am trying to join tables to create a report combining them, but any documentation explaining it or instructional videos are showing "Edit Design" button which needs to be clicked in order to create lookup columns. However, I simply don't have that button on any of my tables. What am I missing?
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