How to create a field in a table that is the sum of 2 other numeric fields in the same table row
I have a table of time spent on a task in a project. Each row of the table is a task and has a billable minutes column and a non billable minutes column. So the table would look like this: Task Billable Minutes Non Billable Minutes Task Name 1 25 10 Task Name 2 12 60 Task Name 3 6 15 I want to create a column in the table that has the billable minutes and non
Zoho Reports - New feature rolled out on Dec 08, 2014
Conversion rate in Funnel Charts With the latest enhancements, you can now show the conversion rate in your funnel charts as data label. The conversion rate can either be from the previous value or from the original value. Also, two new funnel designs, 'weighted height' and 'weighted width' have been added to the existing 'uniform height' design. You can find the above features under 'Settings' in chart view. Other Chart Enhancements 'Sorting' option has been added to both pie charts and web
Zoho Reports - New feature rolled out on Dec 03, 2014
Dashboards - Enhancement to View Underlying Data permission control While sharing a dashboard for the permission "View Underlying Data" you could now handpick the columns specifically that you want to share. So far you could only show all the columns or the columns involved in the reports embedded in the dashboard.
Zoho Reports - New feature rolled out on Nov 20, 2014
Editable User Filter So far, in 'User Filters', multiple values could be selected only from the drop-down box. But now, you can also enter the values separated by commas in the highlighted field. Values are case-sensitive and should exactly match the phrase. This feature is enabled only with 'Multi-select box component' in user filters.
Zoho Reports - New feature rolled out on Nov 10, 2014
Multi table support in Aggregate Formula So far, aggregate formula could be created with columns only from a single table. But now, you can create an aggregate formula by combining columns from any number of related tables. This will further help you to derive more powerful business metrics in Zoho Reports.
Stacked Bar Chart - data not stacking
When I try to create an stacked bar chart, the two data sets don't stack, but go side-by-side. How do I correct this/
Single Number Reports
Saludos. Soy nuevo en el uso de Zoho Report y estoy estructurando los reportes necesarios para introducir en toda nuestra organización este modelo de reporte. Es por ello que surgen algunas dudas cuyas respuestas no son evidentes en el area de trabajo. Quisiera me orientaran en relación a lo siguiente: 1) Single Number Reports 2) Dar formato (color, tamaño, negrillas,etc,) al Dato que aparece en las "Vistas de Resumen" 3) He elaborado un filtro con el 20% de las empresas que mas facturan en la "Vista
How can I recreate this report? -- Number of Potentials in each stage by month
I found this on the Zoho blog but can't find out how to create the first report listed. Specifically, I need to know dollar amount (instead of number of Potentials), and I need it by week rather than by month. Can anyone help? Thanks, Monica
SDP on Demand reports linked to requester with Zoho report account
Hi, How can I send predefined SDP on Demand reports to any Zoho requester account ? Thanks
Pending Requests by site
Please can you tell me how I can make a report for a dashboard that shows the Number of Pending Requests by site? This is for ManageEngine SDP
How can I do a ROW_NUMBER(), OVER and PARTITION in Zoho Reports?
'm trying to do the following, in Zoho .. but I can't figure out how to do ROW_COUNT(), OVER and PARTITION(..).. User | Class | Age Foo | "A" | 10 Bah | "A" | 12 Fred | "B" | 11 Jane | "A" | 11 and I'm after the eldest child, in each class. Results Class "A": Bah (12 years old) Class "B": Fred (11 years old). This can be done quite simply with a ROW_NUMBER, OVER PARTITION Can this be done in ZOHO?
Report Client returning empty rows, on exportDataUsingSQL call
Hello, A program just started failing last night at 1:28am EST, which for the past several weeks worked successfully. The issue using the report client actual call rc.exportDataUsingSQL(self.uri, "JSON", stream, sql, None) where the sql is a simple "select column from query-table" However, the query-table is currently empty. The report client, however, seems to be creating an empty row [u'', u'', u'', u'', u''] I am expecting no results to create a "rows" JSON array, with zero elements. Not a single
Unable to launch java - UploadTool error
Can you help me? When I ran the UploadTool to connect to a relational database, I get the following error message: Unable to launch "jre/bin/java" (8) Please, help me....
URGENTLY - The image at embeded page is showing a bad character
Dear Support, Could you verify what's happen? The page with embed image is showing bad characters.
Backslash characters removed on import
It sounds like backslash "\" characters are removed on CSV import. We have an input CSV containing the value Electric-PC\Electric, we import the CSV using the API, and in the table we see Electric-PCElectric. Any idea what the problem is ? Thanks !
Google import not working
Hello, I am having issues importing from google drive. I am unable to create a new database from google drive, the only explanation given is Sorry, Zoho Reports was unable to import this file. I have created a database from an identical google spreadsheet in the past, so am unclear why this isn't working. Please advise.
Need to make a formula field which gives total number points which is due till particular date
Hi Team, I need to make a formula field which returns total number of open points till particular due date. Please help me.. Thanks Kapil
How to copy/query a table from one reporting database to other one?
I have two reporting databses. I want to combine data from specific tables in each databse at one report. What is the best approach?
Single Number Reports
I would love the ability to create a single number report. Something that shows just the pertinent single number. For example. Sales for last month: $14,365. This is a very popular trend now with reporting services. See what they do here? http://www.geckoboard.com/statusboard-features/ I would love for this to be added to zoho reports. Thanks!
Problems running the Upload Tool - remote SQL database
Can someone please help me? I am getting the error message after I run the UploadTool (Mac) -bash: syntax error near unexpected token 'newline' Could not find this mentioned anywhere near the Reports topics...
Zoho Update Tool Error java.sql.SQLException
I'm with an error using Zoho update tool. Please, see below the log. Could you help me finding out how to solve it, please? Thanks in advance. 2014/11/23 18:00:27 BRST: OS : Windows NT (unknown) 6.2 x86 2014/11/23 18:00:27 BRST: JVM Version : 1.6.0_16 2014/11/23 18:00:27 BRST:TESTRUN :: false 2014/11/23 18:00:27 BRST:2014-11-23 18:00:27.121 :: Connection Props are : 2014/11/23 18:00:27 BRST:DBTYPE :: msaccess 2014/11/23 18:00:27 BRST:HOSTNAME :: BRASBHNOT021 2014/11/23 18:00:27 BRST:USERNAME :: 2014/11/23
Legend filters on dashboard
I created a dashboard of charts which are set to NOT show the legend but they are showing it within my dashboard. I have no filters on my dashboard. How do I get rid of this?
how to add a legend?
I have been through all of the help forums and they all describe simply clicking on the LEGEND tab in order to add or remove a legend. But it's nowhere to be found. I've looked everywhere and there's absolutely no legend option anywhere. What am I doing wrong?
Any way of doing a Query which doesn't turn all the columns to Text
Hi Thought I had this and have now started to really lose the will to live. Is there any way of creating a query table that doesn't turn all the columns into Plain Text. I have imported a table successfully as Currency but then as soon as I do any sort of query it turns the currency columns to text which is not very helpful. If there is an answer to this or someway of transforming this back to currency please let me know. Without this the tool is incredibly limited.
Is there a better way
I think I have cracked getting the Campaign Table from ZOHO CRM to ZOHO Reports along with the currency. But is there a better and slicker way of doing this? Please see document attached
How do you convert Plain Text to Currency
Hi I have downloaded a report from the Campaigns table in ZOHO CRM as an Excel file. I have then imported this as a new table in ZOHO Reporter as I want to recognise the cost of leads. However I have tried every formula I can think of in SQL to convert the Actual Cost column from campaigns into a number or currency format and none work. CAST("column" AS NUMBER) no good. I then found that you might be able to change the datatype directly in the table but because the data is Plain Text Reports wont
Pivotal View sorting does not work for date
When I am editing my pivotal view report, I try to sort by anything besides the project name, but nothing works. It always sorts by the project name. How do I sort by other rows?
Recent changes to Zoho - reports are not working (products, accounts, invoices)
Hi, Since the changes made last week, we can no longer prepare a report on invoiced products, including customer account names. Previously, we would choose the product module first, then add accounts and invoices as modules. Now, when we run our previous report, it has blanks for account, segment etc., which comes from the Accounts module. Please let us know how to fix this, urgently.
Zoho Projects - comparing completion times of two tasks in a project
I want to be able to calculate the difference in days between the completion dates of two different tasks in the same project. All projects are set up using a template so always have the two tasks named the same. Can this be done?
Google Doc's Data Importer
Hi Zoho Reports Support, I think there is an issue with Data Importer. I have a formula defined column called "LastUpdated", whose value is the formula "currentdate()" When I import data from Google Drive (google sheet), every record in the table appears to be updated. Which is obviously incorrect, as only the data from Google Sheets have been touched. I have other tables where I import from a local CSV / XLS, and there are multiple different LastUpdated values, however, they are not as old as
how to make - custom report and accessing via json?
hi just need integrate reports database with external application application query data via json how can i make report, so that external app can access it and query data via json? (in manner as on screenshot) example of data that external app understand:
can't use CAST in Query Table?
I have data broken into half hourly increments. I'm trying to build a query table that sums the data into each full hour, but I need to display that hour in a time format, ie hh:mm:ss. To do this I'm trying to use CAST (DATEPART(hour, "DATE") AS varchar(2)) + ':00' AS Hour, but I get this response "Unsupported function used in the query. " Is there any way around this?
Problem at update Salesforce information
Dear Support, There is a problem at sync informations from Salesforce CRM. The special character from Portuguese idiom doesn't work. Please see at attached file. Thanks. Paulo Miguel.
RDM: Segregate as measures and facts/dimensions example
In the Relational Data Modeling chapter of the User Guide documentation, it is commented that: “With a feature like Lookup Columns you can: - Organize your data in a normalized model avoiding duplication of information across tables - Segregate as measures (numeric data columns which you could aggregate) and facts/dimensions (data columns which you use for grouping in reports). - Define familiar models like Star Schema & Snow-flake Schema which are optimized for reporting and analysis.” Could you
Capitalization - Unique Values
Hi All, I have a table with a text field that contains multiple values. These values textually are the same - e.g.: "Hello" or "hello". However when I produce charts, Zoho Reports treats the two values as different due to the capitalization of the first letter. How can this be avoided to ensure the two values are treated as the same? Many thanks, Kunal.
Set User Filter
Hello, is it possible to set the default value of the filter with the current month?
prior year and current year query
Hello I am looking to write a query that would produce the sales for a Id for current year and previous year. I unable to use a pivot because the amount of data and there will be other equations i will use off it. I would like this to be dynamic.
User Filter Criteria
Is there a way that we can add the User Filter Criteria on the output of the report... I generated a PDF output, but the user filter criteria is missing... Any idea on how to embed this on the output? Thanks
Formatting Pivot Values
How do I format data values in a pivot view? I have an average of a column and it I want to only show 2 decimals.
Advanced SCR Analytics
I just learned the very hard way that Zoho will independently delete any reports from CRM analytics, if a user will remove a field (in From setup) that is used in these reports. Zoho does not provide any alert to the users that removing a field from their form layout, will cause a permanent and irreversible deletion of their advanced analytic reports. Zoho does not have the feature to back up Advanced reports, as well as restore them. Please be aware of this shortfall, as this now cost my company
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