About Summary View
Hi everyone, I have a database of transaction data with 3 columns: customer ID, transaction date and transaction value. Each row is one transaction. A customer can have several transactions. I have identified using the summary view the latest transaction date for each customer (2 columns: customer ID and last transaction date). I now want to make analysis on this new data but I need to transform the summary view into a table in order to drill down the data. How to do that? Thanks in advance, Louis
Stacked Bar Chart
I'm trying to create a a report that shows a 'Course Name' on X axis and the number of registration compared to the number of registrations need to make budget on the Y axis in a stacked bar. If a course needs to have 100 registrations to make budget and there are 80 registrations, I'd like the number of registrations number of registrations need to make budget to show 20. I can't seem to get it to work. Any ideas?
Default entry for lookup columns
I'm wanting to have one of my lookup choices show up in the column as a default setting. Is that possible? Thanks.
Splitting a data set into multiple lines on the same chart
I have a dataset similar to the following: Type Price Year AAA 1000 2011 BBB 1000 2011 CCC 1000 2011 AAA 2000 2012 BBB 4000 2012 CCC 6000 2012 I would like to create a report that shows three line graphs, one each for AAA, BBB, and CCC. I would like Price on the Y axis and Year on the X axis. Is there a way to do this with a "Chart View" and without using SQL to create a separate data table? Thanks in advance, Jeff
Reports in Zoho Creator vs Zoho Reports?
What is the difference between the two (if any)? Is there an advantage of getting Zoho Reports if I already have Creator?
Dashboard Filter Email PDF
I have a dashboard with a scheduled email delivery that sends a pdf file, but I want to filter the data in the PDF, by default all data is sent. I think I need to setup a shared filter on the view but I'm having a hard time doing that with a date field. What I would like to do is only email the last 3 weeks which is what the default filter on my view is.
Urgent call-back required
Hi, Sent an email through to support and also tried phoning the support number (never an available representative and no queuing system until one becomes available). I need a support agent to call me as soon as possible as there are currently major issues with our Zoho reports instance that are rendering it unusable. Cheers, James
JDBC Driver is missing using UploadTool
Hi, I'm trying to import data to zoho reports from a mysql database. I have upload the UploadTool to my server. I got the following error : 2014/07/19 15:15:26 EDT:Error during import. It may occur due to driver class name is specified wrongly or JDBC Driver is missing in /home/USER/public_html/UploadTool/lib directory. Kindly check this and try the upload process. For further assistance, refer to the Upload tool help documentation. How can I correct that? Thanks for your help!
Edit Zoho Report
Hi! I using report Zoho CRM, but it is very limited, therefore decided to make reports with Zoho reports services using pivot tables, but Zoho reports services no it can edit records in pivot tables, how could I do in that case? In short, I need a tool that allows me to do reports with pivot tables in which you can edit records, Zoho reports services can be integrated with a tool to edit?
Filter by legend
Hello, I have a bar chart and I would like the user to be able to filter by the legend, however there is no option to allow the user to do so. I have tired Settings -> Legend -> but there is no option to allow filtering by legend available. See screenshot: http://imgur.com/dq0CkSr
TIMESTAMPDIFF()
Hi, Is the function TIMESTAMPDIFF() supported in the zoho implementation of SQL? Trying to use it in a query table and it keeps telling me that the unit identifier isn't a recognised column. TIMESTAMPDIFF(MONTH, "First Date", "Second Date")
Grouping values in a user filter?
Hi, I am attempting to make a user filter with the following values as options for the "combo selection"- 62, 65, 66, 67, 68, 94, 99. For all intensive purposes 65, 66, 67, 68 are the same and 62, 94, 99 are the same. Is there a way to group these same values together so with one click you can filter to either the 65, 66, 67, 68 group or the 62, 94, 99 group? Thanks.
How to make query table do pivots?
I want to do pivots in query table like in the using the SQL below. It says error near "yellow" highlight. SELECT pvt.* FROM (SELECT "ID", "Stage" from "Rawdata" ) PIVOT Count("ID") FOR "Stage" ([01New], [02L10], [03G10]) AS pvt
sharing reports with crm
how can i share an advanced report/dashboard so I can add it to my CRM homepage?
Allowing subqueries in FROM clause
When building a Query table in Zoho Reports, I encountered an error when attempting to put a subquery in the "FROM" clause of my statement. Why isn't this currently supported? Is there a plan to implement this functionality in the future?
Zoho Reports "Will be right back"
I am trying to access my company reports within zoho reports app and the page has said that it will be back up soon. Is there some sort of time table? This was at least 4 hours ago. I didn't see any sort of official notice, although I may just be blind and missed it. Can anyone provide me information on this?
Opportunity/customer report by Geographic area/city
I am wondering how to generate a report of opportunities by geographical area and or city. Reason is I would like to visit a geographical area and setup several meetings in that area.
Opportunity report by geographical area or city.
Is there a way to generate a report of opportunities/customers in a specific geographical area? I want to visit a geographical area or city and I would like to generate a report of open opportunities and/or customers in that area or city so i can schedule a few meetings while I am there. Thanks for your help. Adriaan
How do I "paste" a hyperlink into a cell...
Question: I need to paste a hyperlink to a PDF document (example: http://www.adc.com/pdf/1234567 ) into a specific cell in a column whose data type is set at "URL". Note: I can enter the link manually into the cell so I know the link works... however due to the length of the link this is impractical. Any assistance would be greatly appreciated. Thank you. Michael
Problem at Report UI (beta 3)
Dear Support, I was trying the new beta version at Zoho Report, so I'd noticed that the Title and Tool Bar in Pivot Table View and Graphics was missing. I returned to old version and the Title and ToolBar was fixed now. So I'd related this issue to version beta. Thanks. Paulo Miguel.
Commas in Column Titles
Hello, I am importing a spreadsheet from my website composed of 6 rows and around 36 columns. The data successfully loads for most columns but fails on two where the column title contains a comma. How do I work around this? Thanks, Steve
Determine column order of underlying data
I use the private link feature to throw our Zoho reports around the firm, and via "Edit Private Link Permissions" it is easy enough to choose what columns to show. But how can I determine in what order that same columns are shown?
Automatic Save in Zoho Reports
How do you change the Automatic save time in Zoho Reports? Deanna
Subtotal in each page
Hi, I have a table where I need to add subtotals for that page and so on. How to do this please? Thanks
How do you change 100 text within a column - Zoho Reports
Hi, How do you change only having 100 text within a column in Zoho Reports? I would like to have this changed to 250 text, for certain columns in my reports - can this be done and if so How? Deanna
Lock Columns in Zoho Reports - so no editing
Hi Zoho, I can't find anywhere if you can lock columns in zoho reports so you or anyone else can not edit certain colums. I understand the no edit feature from a user adding, however what if I want the user to have access to the zoho report spreadsheet, but don't want them to edit certain columns? Deanna Mannix
Upload tool is failing to add new tables
Upload tool is failing to add new tables It is reporting a success, but the tables do not show in Zoho. If I try to manually add a table with the same name, it says that the table already exists. Obviously it uploaded and there is a disconnect in works. Please advise.
Structure of customers
Please, How to create report with structure of customers (in rows i.e. top 5%, top 20 %, top 50% of customers based on revenue)?In data area I need to have number of customers. I have only transactional log. Can I prepare it? Thank you very much
consultation with cursors
Hi! I need to do the following in ZOHO reports using cursors. declare @SemanaActual money; declare @SemanaAnterior money; declare @SaldoFinal money; declare @SaldoInicial money; DECLARE vendor_cursor CURSOR FOR select distinct A.Semana,A.SemanaAnterior FROM AdventureWorks.dbo.OperacionesJuan A OPEN vendor_cursor FETCH NEXT FROM vendor_cursor INTO @SemanaActual,@SemanaAnterior WHILE @@FETCH_STATUS = 0 BEGIN if (@SemanaActual=1409)--semana inicial begin select @SaldoFinal=coalesce((select
Filtering Y Axis Items
I have a need to have the same table column in the Y axis more than once. I want to be able to apply a filter to only one of the instances of that column being shown. Can I specify which instance of the Y axis column is filtered? For example I want to display 2 counts of the same item, let’s call them car sales count. However, I want one column to show me total car sales count and the other where car sales were more than 5,000 dollars. Is that possible?
Will the ability to add trendlines to graphs be added?
We are very happy with all the different graphs settings which are possible with ZOHO reports, but the one thing we miss a lot is the ability too add trendlines to data. Is there a work-around to add trendlines or are you planning to add this ability?
Error message exporting to Excel
Hi, When trying to export the underlying data from a graph in .xlsx format the resulting spreadsheet cannot be opened by Excel 2010. We get the error message invalid file exstension. When exporting the same underlying data to .xls format the resulting spreadsheet can be opened with Excel 2010 but shows the error message shown beneath: <div style='display:none'> STATUS_MESSAGE_START Sorry, you cannot export this data into Excel, as it contains more than one million cell values. STATUS_MESSAGE_END
how to make scheduled email as html email with report inside?
hi right now scheduled email sends reports as attaches (pdf, html) how can i tune email so that i can see report inside email body? do not need open attached pdf or html file just html formatted email with report (tables, charts) inside
Import from Creator creates duplicates
I have a feed scheduled to import from Creator. Each time the schedule runs, a duplicate set of data is created in the Reports table. How can I get Reports to recognise if imported data is the same as existing data and update rows rather than creating new ones - ideally using the Zoho Creator ID as a unique key. Thanks.
Zoho Reports - New features rolled out on June 24, 2014
Enhancements in Advanced Analytics Add-on for Zoho Projects Advanced Analytics Add-on for Zoho Projects now provides the following new options. Import New Projects Automatically - Selecting this option will add data from any new projects that you create in Zoho Projects automatically into Zoho Reports reporting database without any manual intervention. With this you need not edit the synchronization setup each time you add new projects to sync them for reporting purpose. Retain Archived Projects
Comma in Column Heading
Hello, I am importing from an xlsx spreadsheet file from a website. 34 out of 36 columns replenish data correctly, but 2 fail, it seems because the column header contains a comma? The imported column headers seem to be ok when I view them in Zoho, complete with commas, but the incoming refreshed data doesnt seem to match with the header correctly? Thanks, Steve
Aggregate Formulas with 2 fields
(countif("STATUS"='SALE'))+sum("CALLS") Trying to add the total of the CALL fields only if the Status field equals SALE. Both of these formulas work fine when create them separate but when I combine them they do not work. Does anyone have any suggestions on how to make this work? Thanks
SQL Table Report
I am trying to add custom pick list to the SQL in the analytic sql table report, its not allowing me to do it. Any help would be appreciated.
SQL Server Connection fails
Despite specifying the details in the database_connections_params.conf file, my login fails. What could be the reason. I am referencing the HOSTNAME by name, not by its IP address. Do you think that could make a difference? I would like to resolve the issue as quickly as possible. Please help.
Export Report - PDF - Graphic Distortion
Hi Zoho, When I try and export a report to A4 PDF, Layout as in Dashboard (see attachments 'export 1.jpg' and 'export 2.jpg'), the end result appears distorted (see 'distorted zoho report.jpg'). Please advise as to whether the dimensions of the Exporting tool can be adjusted to repair this. Thanks,
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