How to JOIN 2 Tables
Hello, I Have Put Several Tables in a Custom Folder (all tables Have same Headers) . I want to Create a MASTER TABLE and Merge all Tables in it. I Tried Query Table But it is returning Crazy Results, Can anyone please help. Best Regards, Atul Jain
Currency Standardization for Proper Analysis
Hello, My Data Has Separate RATE and CURRENCY columns, RATE mentions price of the Product and CURRENCY Mentions Which Currency price is (mentioned in Standard 3 Digit USD, EUR, INR etc) Can anyone let me know how to Standardize all Price to USD for Correct Analysis. Best Regards, Atul Jain
Embeding Zoho Reports Dashboards into Help Desk Portal -
Hi, Is there a way to embed a Zoho Reports Dashboard into the Help Desk Client Portal and have it filtered by the User's Organization in the CRM?
Colocar Valores del Eje Y en una posicion determinada
Saludos. Quisiera saber si existe la via para colocar el "valor del eje Y" del menu "Parámetros" en una posición seleccionada por nosotros "arriba", "abajo", "Medio". Gracias.
UploadFromDB.bat failing to run on Scheduled Task
Hey guys, Hoping i could get some help with this. I am trying to use a scheduled task to run the UploadFromDB.bat file on the Reports Tool. However, when i try to run it, it wont even show the cmd prompt showing up and times out after the hour i set it to. If i run the batch file manually, all works fine. I have tried to multiple ways to get this to work Set Add Arguments: UploadFromDB.bat Email Password UploadFromDB.bat Email -A authtoekn <Blank>
User Filter Does not Reset on initial load of Dashboard
I have several Dashboards with a single user filter on them. I have the filter set to Select Box List All Values I have set the "default filter value" to a valid field value Filter Behavior is set to "Always list all values" When the Dashboard is first loaded (by a user) the filter does not have a starting value and the reports are not filtered. It is really ugly for my users, as the query it is pulling from has all sorts of information that I don't want my users to see when the page loads. If
Does the Zoho report API support the GET action?
I'm trying to GET data from Zoho Reports using the Skuid REST API connector. And I wanted to ask if the Zoho Reports API supports the GET action? I do not see this anywhere in the documentation....I would like to GET data from my Zoho reports database and into my Skuid application....Thanks for any help or advice Skuid APP REST Connection https://docs.skuid.com/latest/en/data/rest/index.html?highlight=rest
Beta charts - Stacked Area Chart, colors faded
Hello! On the Beta charts, the Stacked Area Chart colors are too faded relative to the background, so my users cannot read them very well. Is there a way to deepen the colors?
creating a simple report
In a Pivot Table, how can I filter an individual field but not filter all of the incoming data? What I want is a simple report listing the following, using the data imported from Zoho Desk - Agent Tickets Assigned Tickets Resolved John Doe 1,200 1,100 Tickets Assigned will be the total number of tickets assigned in the given period [Filter all records by date range] Tickets Resolved will be the total number of 'Resolved' tickets in the time
Calculate percentage of total sales
Hi, I am kind of new in Zoho reports, so I will need your support... I would like to know for each client what is the percentage of sales. I am familiar with formulas and aggregated formulas but i didn't manage to make it works. Tnx L Client Jul 2012 Oct 2012 Nov 2012 Total by client Percentage of total sales Client 1 $ 4.00 $ 4.00 4/52 = 7.69% Client 2 $ 4.00 $ 21.00 $ 23.00 $ 48.00 48/52= 92.31% Total $ 52.00 100.00%
FTP Feed Schedules
Good Day I am currently working with a database that has tables that need be updated from an FTP server three different times a day, everyday. My current solution has been to update the tables in my database every hour. My question/suggestion is, can it not be made possible for one to set multiple specific times one can update a table in a day?
Date Difference to today's date
I am looking to write a formula that calculates the difference (in number of days) from a date in the past (entered in a column) to todays date e.g. Date 10th April to todays' date (in this case 1st May) answer = 21 Thanks, Tom
I need help in sorting a Pivot Table, can some help me?
Is there any where I can go to get some direction in sorting a pivot table? I would appreciate any help I can get. Thanks in advance!!
Response to a HTTP POST request that cannot be processed
Hello everybody: I am making an app for Android that sends many HTTP POST requests to my Zoho Reports account and I would like to know if there is any special or diferent response to those HTTP POST requests that cannot be processed because there are not more API units available. I want my app to be aware of this for the user to be notified about this in order he is able to make proper decision. Thanks in advance!
Calculating Working Days in a Month
Hi there, I need to be able to calculate the number of working/business days in any given month. I have found existing functions for SQL such as the below: (DATEDIFF(dd, "Month", DATE_SUB(ADDMONTH("Month",1),1)) + 1) -(DATEDIFF(wk, "Month", DATE_SUB(ADDMONTH("Month",1),1)) * 2) -(CASE WHEN DATENAME(dw, "Month") = 'Sunday' THEN 1 ELSE 0 END) -(CASE WHEN DATENAME(dw, DATE_SUB(ADDMONTH("Month",1),1)) = 'Saturday' THEN 1 ELSE 0 END) However it seems that Zoho does not recognise the "dd" or "wk"
New Features rolled out on April 19, 2017
Beta Release: Teamwork Projects Advanced Analytics Add-on We at Zoho Reports are very happy to announce the release of Zoho Reports Advanced Analytics Add-on for Teamwork Projects (Beta). This add-on empowers the users of teamwork app with advanced analytical capabilities thereby giving a greater visibility & control on their project execution. The Teamwork Advanced Analytics connector comes bundled with over 50+ default reports and dashboards that will help you keep track of your Key Project Metrics.
Widget - Choose source table/query list not alphabetized
In a Dashboard, if you select "Add Widget", the drop down list of potential table/query sources is not ordered in any way that makes sense. For users like myself that have 100+ tables and queries in a database, it is incredibly annoying to have to scroll through one by one to find the correct source. I would think it would be in alphabetical order like other lists. Thanks.
Duplicate Values when using Look-Up columns to generate reports
Hi All, I have 2 Tables [Employee Data Leave and Tasks]. I have done Look-up using common Field [Employee Name] I then created report based on below values: X-Axis - Date Y-Axis - Total Allocated Hours [From TASKS table] - Total Daily Working Hours [From Employee Data Leave Table] The actual value of Total Daily Working Hours is = 8 Hours for January 2017. The Report is showing Total Daily Working Hours = 16 Hours . [This is Incorrect] The reason it is showing as 16 hours is because it
Problem with old/new Charts
Dear Zoho guys. I'm concerned about the following issues I'm facing in a Combination Stacked Chart: Issue 1: When I use the OLD Graphs in a combination stacked chart, the bars are shown stacked but the line are shown in the same scale. Whet I turn into the new Graphs the bars are still shown stacked and the lines are ALSO shown stacked (here is my problem, I need to show both lines under the same scale): Issue 2: When I try to show numeric values in a chart, everytime i Try to show values with 0
Multiple Color combination for Text Field in Charts
Hi All, I have a Report that has a "Text" Field [In Edit Design] values as "Billable" and "Non-Billable". My other fields such as X-Axis, Y-Axis, Color, and Size is already filled. My problem is I am getting the below Chart with both "Billable" and Non-Billable" in the same color demarked by only a LINE as given below: Does ZOHO has the ability to apply multiple colors for the same "Text" Field? I want different colors for "Billable" and "Non-Billable" demarked by a LINE. Please see the attachment
Custom Module connecting Potentials and Leads
I created a custom module called Partners. I put a lookup field on the Potentials and Leads module linked to my custom module (Partners). I want to make a report that lists Potentials and Leads for each Partner. However I go to create a report with Partners, and do not see Leads nor Potentials listed. How do I do this?
Using Zoho Reports python API, database not found when uploading to shared database of which I am not the owner
Hi, I get this "'Database not found!" error with the python Zoho reports API when adding a row to a shared database, one where I have write access but I am not the owner. Could someone recommend how to fix this? Thanks Rick Full message: Traceback (most recent call last): File "ZohoAccessor.py", line 102, in <module> ZohoAccessor().test() File "ZohoAccessor.py", line 29, in test self.addSingleRow(rc,uri) File "ZohoAccessor.py", line 65, in addSingleRow result = rc.addRow(uri, rowData,
Edit report scheduling
Hi - I am trying edit the emails within reports that are already scheduling and I've reviewed the Zoho documentation and other questions on here however I can't find anywhere on our system which shows the email schedules or anywhere within the report itself to amend the emails. Please help. Thanks
Activity RELATEDTOID, SEMODULE
Currently, the CRM to Reports integration does not appear to provide the ability to pull over SEMODULE or RELATEDTOID fields. This prevents any sort of robust reporting on activity vs revenue. Is this on the radar, did I miss a checkbox somewhere?
New Features rolled out on March 30, 2017
New Packed Bubble Chart type for Zoho Reports The Packed Bubble chart type is used to display data in a cluster of circles or bubbles. They are used to display the values disregarding the axes. The difference between a normal bubble chart and a packed bubble is that the latter is tightly packed rather than spread over a grid. You can use a packed bubble chart to visualize large amount of data in a small space. Please do note that, this chart type is available only as a part of the New Charts feature
ETL processes employed by Zoho
hi, I am an Informatica ETl developer. I would like to know what are the ETL processes employed by Zoho ?
Widget Font
Dear Zoho Guys. Is there any way to increase the font of a widget? Currentle the highest value is 72 and I need at least to double this value. Can you help me to do this? Thanks
Not able to see Add Custom Formula
Hi All, I am unable to see "Add Custom Formula" option for my Tables. I can only see the below options. [Please find attached the snapshot] "Add Formula Column" "Add Aggregate Formula" Thanks, Vikram
New Features rolled out on April 4, 2017
Zoho Finance Analytics expands with support for Zoho Invoice The Zoho Finance advanced analytics add-on (so far called as Zoho Books Advanced Analytics) gets much more power packed with the Zoho Invoice integration. You can now import your Zoho Invoice organization data into Zoho Reports for advanced reporting and analysis. Till date, this add-on supported analytics only for Zoho Books. From now on you can import and analyze both your Zoho Books as well as Zoho Invoice modules. We have plans to support
IPhone - Pivot/Summary View
My reports have Pivot View and Summary View. We use iPhones to view the report; It was working good till March 23rd. Suddenly it stopped displaying values. The reports are not showing correctly on phones; The details are not coming up. I already tried to contact the support team and left voicemails and email. Nothing back from them yet.
How to make an aggregate formula COUNTIF with 2 conditions
Hi, I'm trying unsuccessfully to create an aggregate formula that counts items if 2 conditions are matched. I thought this would work: countif("Sales Data"."Adhesive"='Yes',"Sales Data"."SalesAgent"='JH',NULL) But it doesn't, the first part works, but the second part doesn't. Please can anyone help me with knowing how to do this successfully? Also, is there a way to define in the formula which column it counts if these conditions are met? Thanks Jon
New in Zoho Reports: Scheduled Emailing of Reports
Scheduled Emailing of Reports Zoho Reports now supports periodic emailing of reports. Tables, charts, pivot/summary tables, dashboards can all be scheduled to be emailed. You can choose from a variety of scheduling options: Daily - repeat every [x days] Weekly - repeat every [x weeks]; repeat on [week day] Monthly - repeat every [x months]; repeat by [day of month] or [day of week] Yearly - repeat every [x years] on [y month z day] Scheduled emailing is now available for all paid users of Zoho Reports
Google Analytics: non-Adwords cost data
Hi! I use several ad systems except Adwords and import cost data into Analytics directly. Can I import those data into Reports database now?
New Features rolled out on March 23, 2017
Microsoft Dynamics CRM Advanced Analytics (Beta) We at Zoho Reports are extremely excited to present to you the Microsoft Dynamics CRM advanced analytics add-on (Beta). This add-on empowers you with analytical capabilities over your Microsoft Dynamics CRM data thereby giving you a greater visibility on your Sales data. The add-on comes with over 100+ handpicked reports and dashboards that you will find of great value. You can also create insightful reports to predict your sales pipeline, know your
Day End in local timezone instead of GMT
I don't understand why Zoho Reports automatically changes the date at midnight GMT.... it should be the local time zone of the user ... I don't care what time your day ends for reports I'm concerned the date where I am
Reports by Client for Zoho Projects
I am using the Advanced Analytics add-on for Zoho Reports and I am trying to create a report which will report on the following for each account by month: Projects (Open) Task lists Open tasks Closed tasks % complete Projects (Archived) Closed tasks Date of archive (Accounts have been associated to Projects in Zoho CRM and synced to Zoho Projects.) I cannot seem to find a way to identify the account in Reports. Can you please advise? (Note, we are not using time logging and we have no need to time
Problem in Dashboards
Hi Team, I had prepared a dashboard which was working properly last week. Suddenly today it is taking lot of time in loading the dashboard through link and even unable to do correction in Dashboard Page. Please check and update ASAP. Regards, Anil
How to import bulk data using custom function from JSON Array
Hi, Hope you are doing good. I am having an array of JSON data fetched from an external API through GetUrl method. I just want to import this JSON Array data into ZOHO Report new table by writing code on Custom Functions. I tried many ways and also gone through many articles but still no luck. I checked below URL and pasted the html form with JSON data FORM uploading but it didn't work showing xml error : https://zohoreportsapi.wiki.zoho.com/importing-bulk-data.html <response action="IMPORT"> <script id="_rf_8ahd_nua75_vl0asd_"/>
Table does not update real information
I have one table in zoho that I need to update everyday, the problem is that if the query i am using does not retrieve any row, the table keeps the information for the last day, showing old information This is the parameters i am using for the upload tool: <Query dbname="ReportingDB" tablename="MacCalls" importtype="TRUNCATEADD" matchingcols="" selectcols="" skiptop="" batchsize="1000" queuesize="-1"> How can I make the table update information even there is not information retrieved for the query?
ZOHO Reports Regarding
Hi, In ZOHO Reports if I want to get list or count of tasks that I have worked on a particular, how do I get them. The start date could be in any other date, but worked in current week.
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