How do I trim and replace in a formula?
Hello, Apologies in advance for the length of this post, but it requires background information. I am trying to do something in Zoho Reports that I have no problems with in Excel (or Access). Background: We make tooling used in sheet metal fabrication. Our part numbers are either fixed or variable. The variable part numbers have always caused headaches for sales analysis. Here are a couple of examples of variable part numbers: PAAA0A025 PAAB2A0250X1000 The fifth character always indicates the shape,
Lookup not supported
Hi, I am trying to join two charts using lookup function following the instruction from the video demo and I'm receiving information: 'Sorry, currently lookup on another lookup column is not supported'. I'm on trail version. Could it be the reason...? Thanks in advance!
Terminating Report Execution Threads
Greetings Everyone, When loading a report, there is an execution timeout. I'm often working on reports/dashboards that are processing very large amounts of data and sometimes wish to terminate the executions rather than wait for the report to load (especially when I know it's going to timeout). Is there a way to manually kill the process execution? Closing the report or dashboard doesn't seem to do the trick and neither does refreshing the page. If that's not feasible, would it be possible to add
Custom Formula Using Data from Related Tables
I'm testing our Zoho Reports and have a question.. I'm looking to calculate ratios using fields from related tables. I have three tables as follows: Table A: Clients Table B: Annual financial data for each client, joined to Table A by a client ID, for a series of years. Table C: Additional annual financial data for each client, joined to Table by a client ID, for a series of years. I want to use the data in Table B and C to calculate specific ratios for each client in Table A for each year. For example,
Sort Values in descending Order Pie Chart
Hi Team, Can you help how to sort values in Ascending/Descending Order in Pie chart. Regards, Anil
How to turn off (NOT MINIMIZE) chat?
Of late, I've been seeing these chat icons which are more annoying than helpful because they hide important elements like rows count in a table view and X-axis settings in chart view (see below example). How do I get rid of them? Need help urgently. Clicking on close button on top right only opens chat window.
Table disappear
Hello, I have a problem. I create a graph with data from Table Customers. Once I save the graph, the Table Customer disappear and I cannot use it anymore to update the graph. The Table Customer is still in my file but I just can't access it from my graph anymore. Any idea why ? Thank you :)
Report grouping by elements in a multiselect list
Hello, I have created 2 forms: Phases (ex. P1, P2, P3) Initiatives, containing initiatives and a multiselect lookup with phases that the initiatives belong to (ex I1 ->P1, P2 and I2 -> P2, P3) Now I want to create a report that displays: Individual phases (as grouping category) InitiativesAnd which should show me: P1 -> I1 P2 -> I1, I2 P3 -> I2 My report produces a grouping category that includes all phases: P1,P2 ->I1 P2,P3 ->I2 Can you please help me ? Norman
Counting Rows
Hello, I was wondering what exactly odes a "row" means when importing data. Like if I have a CSV file, does that count as one row ? If a row has 2 columns and it is treated as one row. Does that mean that if I have a row with 25 columns, it will still be streated as one row ? Thank you very much
Create Report/Query table from multiple Databases
Is it possible to create a Report/Query table from multiple databases? example: SELECT "Date", "Time" FROM dbo.database1.thisTable INNER JOIN dbo.database2.thatTable ON dbo.database1.thisTable.date = dbo.database1.thatTable.date
Stacked bars graph
Hi Zoho, I've created a simple graph what have negative and positive values, each one comes from different tables. Using a Stacked bars graph, it overpose negative and positive values, but when there are only negative values, for exemple, it didn't shows. shows only the columns which have both of this values (positive and negative). When I take the positive column away, the single negative values show up. OBS.: The tables are connected by lookup columns. Can you help me ?
Is it possible to set a minimum amount of records
Is it possible to require a certain amount of responses before showing the data? Let's say I put a minimum limit on 10 and make my report. If the database only has 9 records, the charts in the report must be empty.
New Features rolled out on February 23, 2017
Zendesk and Mailchimp Analytics - Public Release We at Zoho Reports are extremely happy to announce the general release of advanced analytics connectors for Zendesk and Mailchimp. Until now the beta version of these connectors were only available for the paid users of Zoho Reports. With this general release it is made available for all Zoho Reports users. The add-ons are available Free in all paid plans of Zoho Reports. It is priced at $15 per add-on/month in free edition. Zendesk Advanced Analytics
Using zoho reports properly to create ZOHO CRM commission reports
Hi, I am really stuck how to realise the following report to my partners: I would like to provide to our partners info about the commissions that we have to pay them and the commissions that they have to pay us for the Deals that we have made with their reference. As general the partner has to have access to table that provide data from the DEALS MODUL CONTACT MODUL Here is what kind of colums the table has to have: DEAL NAME DEAL TYPE CONTACT ( this is lookup filed and provide the name of the
my id is blocked
Hi There, please remove the block on our mail account. We are not able to send a single mail right now, can you please explain the reason for this ? rubina@reacherp.sg
Using Constants within a Query Table
Hello, I'v started creating a new query table but have found myself using a lot of constants within my queries. These constants or "magic number" may need to change globally. I was wondering what the best way to handle constants/magic numbers withing qiery tables. One option is to create a table call "My_Report_Variables" with two columns "Constants Name" and "Constants Data". I could then lookup the "Constants Name" to get the data. In the future, if the values of these global constats change, I
Email This View - Export Option Missing
HI, Can you please tell me how I switch on the " Email This View" export option. I can export a file when viewing a report, but the email option isn't present. Any tips appreciated. Screen shot of my file , with the support info below it. Thanks Paul
Unable to Export - Prompting for Login When Link Created using Access Without Login
When creating an export URL, I am selecting Access without Login however it is returning an error message "you need to relogin to do this operation" when attempting to export.
Group By error
HI can you explain why the following doesn't work as a zoho query but works using raw SQL. Thanks Joe clientID, sid, `Activity Type : L1`, min(`Date of activity`) FROM opf_act WHERE `Activity Type : L1` IN('Pathway referral', 'Other informal learning') GROUP BY clientID; It generates the following error If I add any of the other fields to the Group By ,, then the table is no long a summary table.
CarPro Systems
Hi, I am new to CarPro. I am using excel ODBC for analysis. I would like to extract for all cars in my fleet, the disposal date, the date it was marked for sale, the date it was unmarked for sale. what is the source table to use on excel odbc? Thanks. Ash
Legend Filters stop working during drill down
Hi - I have some charts with Legend Filters. These work fine initially, but if I drill down, they no longer work and all Legend entries are shown. Is this expected behaviour or a bug? Thanks.
Zoho Reports - trouble importing decimals
Hi Someone can help me on troubleshooting this problem, please? I'm importing a CSV file (separated by semicolon) from OneDrive to a Zoho Reports Table. Everything runs smoothly but I have a problem with currency and decimal columns. I have a decimal value in the CSV that is 2,5 (comma for decimal) Scenarios: 1 - I've defined the taget column as Decimal, with two decimal places, and a comma as a decimal separator. The importing result are: for 2,6 in the source the result is 26,00 for 1 in the
Can you segment scheduled reports based on dynamic data?
Hi, With the scheduled automatic reporting/emailing feature, can the recipients be dynamically generated, based on the data in the DB? Consider i have data like this: Date User Event 12/02/17 Bob ProfileViewed 15/02/17 Bob ProfileViewed 14/02/17 Alice ProfileClicked Data is basically tracking of events for "Users". At the end of the month, i would then like to individually email Bob and Alice giving them a summary of their data. The next month, there might be more
Data fetch problem (Support team won't reply to bug reports)
Hi, I have a problem fetching data from csv located on my server through zoho. At the same time, opening the same url in a browser works fine. I've submitted three bug reports describing this problem yesterday and received no replies.
How to disguise values in a publicly shared Dashboard (Access without login)
Hi, I publicly share a dashboard with some of our partners but I don't want them to see the names of our customers (Account Name). The dashboard can be accessed without login. Please see screenshot attached. Best regards
Underlying data translation for reports
Good Morning, When viewing a report's underlying data, is there a way to translate lookup columns into user-friendly data? Example:: I have a report that shows Average Winning Bid, which is a combination of multiple tables. When drilling in to the data, or viewing the underlying data, the lookup columns are still viewable as IDs, rather than the data they lookup. For example, I'd want 'Donated Item Auction Type' to show "Silent, Live, Premium", etc. vs. the ID.
How can I run a report to see the last contact (notes and activities) with each account?
The only thing that I have found that comes close to what we need, which is to see when our sales team last had contact with every account, is a notes report but that gives me every single note. We just want to see the last note for every account. This is basically to see when each account was last contacted but one of our sales representatives. I'm stumped.
Adding a 6-letter code to every row within Table Accounts
Hi, I want to add a random and unique 6-letter code to every row in table Accounts. What's the right SQL code? I tried several but nothing worked out so far... Best regards, Gabriel
How to use the function "Edit Design" for Zoho CRM Modules?
Hi Zoho-Team, We're desperately looking for a way to combine data from "Zoho CRM" and "Google Analytics". Best way would probably be to Auto-Join the respective tables from each module by using the "Edit Design" to define relationships (like shown in your table). However, this seems not to be available for both modules. The button is just not visible :-) See screenshot The only thing I can do is to LOOK on the "Model Diagram" but there is no way to EDIT the existing relationships. How can I do this?
Using the JDBC connection to Run aa select statement from Googlesheets
I have seen the following Apps script to run a select statement from Google Sheets. // Replace the variables in this block with real values. var address = 'database_IP_address'; var user = 'user_name'; var userPwd = 'user_password'; var db = 'database_name'; var dbUrl = 'jdbc:mysql://' + address + '/' + db; // Read up to 1000 rows of data from the table and log them. function readFromTable() { var conn = Jdbc.getConnection(dbUrl, user, userPwd); var start = new Date(); var stmt = conn.createStatement();
How to sort funnel stages?
I need to develop a funnel chart and I see that Zoho Reports always sort the funnel stages based on the % of items, where the items with the largest % are on top. If the stages are visitors, contacts, leads, visitors will typically appear on top because you have more visitors than contacts and more contacts than leads. In my case, however, the funnel illustrates a life cycle where there are more items at the end of the funnel than at the beginning. - Stage A: 10 - Stage B: 25 - Stage C: 200 I want
Zoho Report - Service Desk integration
Currently the Service Desk integration only imports a default set of fields and can not be modified. The "item" field is not currently imported and is critical to enable reporting of repeating incidents and service requests and should be included as part of the standard import process. Additionally the option to import custom created fields should be included to enable reporting on custom created fields i.e. system downtime, major incident type, Sap subsystem etc....
Import SD+ Projects
Is there a way to import Project data from ServiceDesk Plus into ZOHO Reports? Can you do an export of data and then import or link to the data? Has anyone tried this?
Not shown view to the user.
Hi. I have an issue while shared view with one of my user. But when I checked this view in the user screen. I got the error see Screenshot. Please help regarding this.
Pivot table filter to show (distinct?) count
I often create pivot tables that show responses to surveys. The Rows are generally built using Response Date, Question, and Response (verbatim comments). We are trying to protect clients' anonymity so we only allow our charts to show data with 3+ responses (that way they can't filter down to the individual level and figure out who said what) "Response ID" is what we use as an identifying factor --- A random number we generate for every response that we can tie back to their personal information.
Save customization changes to reports
Can I save the customization changes in the report area? I currently use the free version at ZOHO Desk. Best regards Gabriel Hernández
Unicode / UTF-8 Support in Zoho Reports
Hi Support, We have a Google Form which stores input from people into a Google Sheet, we then have a hourly "Imported" in Zoho Reports, we takes the udpated data and updates a Zoho Reports Table. however, it seems UTF-8 Characters are being stripped out from the text entered into the Google Forms / Google Sheets. The specific example I have is the "See No Evil Monkey" character.
Data type conversion to e-mail fails
I have a regular table with a column data type:email, and a custom formula where I basically make an email from another column clickable and add a subject line with this formula: concat( "user_email",'?subject=Custom Subject Text') This works fine in the table view. When I click the link it opens a new message in outlook with the email and subject filled out. However when I clean up the table a little by creating a Query table, this column is converted into the data type 'Plain text'. If I go to
ZOHO Report Fields
Good Day, I am creating automatic reports that are sent out weekly. We do not want to have the Potential ID from ZOHO on the report but I am unable to delete it from the columns. Please advise.
Two Look-Ups to One Table
I need help with performing two lookup's against the same table. I am attempting to create a report that shows when a file was submitted by an operator and when that file was approved by an officer. Both the operator and officer are employees with entries in the employee table. The file submission and approval records are in a submission table. I want to join the submission table to the employee table twice: once on the operator ID and a second time on the officer ID. When I generate a report
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