Create Dashboard with information pulled from multiple modules?
I am looking to create an overview dashboard for each account we have within the CRM. This will need to include information from Books, Bookings, Analytics (want to see the graphs). I am new to using Zoho but am trying to help streamline our processes
Need Marketing specialist for Zoho client
HI, I am looking for someone to help a client with their social media marketing. I have set up Zoho for them, but they want to start various social media campaigns and are looking for a referral. This is for a marketing person who is familiar with Zoho
ZOHO Reports - Filter Logic?
Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. Mark
Zoho Analytics - Values gets Duplicated
In Zoho Analytics, I have two tables: one for Country-wise Sales and another for Country-wise Budget with Region. I am attempting to create a stacked bar chart to compare the Region-wise Budget and Sales Revenue. I have set up a lookup between the two
Aggregate Formulas with Multiple Tables
I get a 'Communications link failure...last packet successfully received..." error when trying to create an Aggregate formula that references two separate tables. I've made sure they are connected properly. It almost seems like it might be timing out?
Zoho Analytics - CRM Sync Failure
We have experienced consistent sync failures between our Zoho CRM and Analytics apps, but there aren't any details provided as to why this failure might be occuring. Please advise on troubleshooting steps so we can figure out how to restore the sync.
Duplicate Column Data with Individual Filters
Is it possible to create a report using the Zoho Desk Connector which would look something like this: | Account Name | Ticket Count (filtered by department 1) | Ticket Count (filtered by department 2) | For Example: Where Dept. 1 = Support Tickets, and
KPI Widget - last month sales vs same period last year
I would like a KPI Widget that might compare data with the following date ranges: This month to date (meaning all of February through the current date, for example the 14th, if today was the 14th. So Feb 1-14th 2018)vs. last year this month to date (Showing
I need to add difference for Average Row at the end
(Confidential data hidden here) Guys, hello! I have this graph, it calculates the averages of Retention and then shows the delta (2024 - 2023). In the 3rd column with delta Churn %, I want to show the difference between averages too, which would be (16.99
Unable to import data into zoho analytics using the post man APIs of udemy for business
Hi Can some one help me with the following Unable to import data into zoho analytics using the post man APIs of udemy for business through API beta feature, I have created the sample report in zoho analytics through the table structure but i am unable
errorCode":8504. What is wrong with my CONFIG?
I can't determine what is wrong with my config. It worked properly until I added an additional field, but the additional field is just a number and shouldn't effect the config. I am attempting to do a bulk update add to an existing table based on this
Analytics report issue
Hey, does anyone know why suddenly our Analytics report goes blank whenever we add a field from the contacts module? It shows when adding fields from all other modules. Thanks.
Ho to restrict access to row level to Zoho Analytics users
Let me explain the scenario we are trying to achieve. We have an online system our team members work with. On it we have 6 users that manage data from different areas (North, South, East and West). We would like to transfer this information to a Zoho
Case and Left Join Problem
I am attempting to find the cost per lead, however they are on different tables. I am using the Case and Left Join Functions to do so. The following Queries are working correctly. These are below: SELECT "Campaign", COUNT("Id") AS 'total_leads' FROM "Deals"
LinkedIn Followers not correct
It looks like Zoho Analytics only counts followers from the day it was connected to our LinkedIn-page. The Total Followers Count in Analytics only displays 549 followers, while in reality we have 1,036 followers. The information is correct in Zoho Social,
Sending two different reports through one e-mail schedule
Hi. I have two different reports which I want to send to someone. However, I don't want two separate emails, but only one. Is this possible?
Conditional formatting based on another cell value
I am looking for an option to highlight cells which is greater than value in another cell. For example, I have planned completion dates and actual completion dates in different columns, I want to highlight cells whose actual completion dates are greater
How to filter dynamically in query table report?
I created the tabular view report using the query table below. How can I do if I want to add Invoice Date filter in the report and pass the value to this query? SELECT "Customer ID", SUM("Total (BCY)") as "Total Sales (BCY)", COUNT("Invoice ID") as "Total
Important Update: Mandatory Email Domain Verification for Zoho Analytics Users
To enhance the security and reliability of email notifications, we are implementing an important update. Starting February 1, 2025, verifying your email domain will be mandatory to continue sending email notifications via Zoho Analytics. Failure to verify
Forced Tooltip on Maps View
Please remove the forced tool tip data points and ONLY include those listed in the "Include Columns for Tooltip" area. Also, disable the tool tip if no fields in there. With a lat/lng map, it forces showing those (and color field, lat count) and will
Last sync date/time as a widget
Is there any way to get the last date/time that the data shown (reports and dashboard) was last updated. For example, If I have our data being synced every 3 hours and the last was done 2 hrs ago, I would like to show date/time of update OR updated #{hrs}
Sandbox for consultants who are helping me develop a report
Hi. I occasionally need to hire someone who has a Zoho skill I don't have and I need to give them access to my account so they can work. It makes me a bit nervous, but I need them to get a work product done. I set their access as "User" and it turns out
What's New in Zoho Analytics - December 2024
Hello Users! We’re excited to bring you a roundup of the latest features and improvements in Zoho Analytics. These updates are designed to elevate your data analytics experience, making it more powerful, interactive, and seamless. Let’s dive in! Expanded
Zoho Desk : Field for 'Layout'
I have many different layouts on my helpdesks and I want to be able to identify the stats for each one, however I can not find the field in the raw data from the Zoho Desk datasource. I thought it might be in the "Tickets" table but there is nothing.
Possible for "Specify URL Criteria" in URL/Permalink settings to be assigned to a variable?
I want to embed a Zoho Analytics chart view as a Related List item in the Zoho CRM Accounts module, such that when one is viewing a CRM Accounts module record for an Account, the user will see the chart for that specific company. Is it possible to set
A/R Aging Details shows wrong aging days
In the A/R Summary Report all of the invoices are in the right aging buckets. When I run the A/R Aging Details report I get aged dates of +300 days when they should be in the 0-90 day range.
Used & Non used Inventories
I have a list of used inventories with campaign names and creation dates. I want to show the count of used and non-used inventories in a dashboard with a date filter (like last 30 days, last 3 months). I’ve written a query for the count, but the date
[Product update] Instagram Profile Integration with Zoho Analytics
Dear Customers, We want to inform you about an update affecting the Instagram Profile integration with Zoho Analytics. Meta will deprecate certain metrics from January 8, 2025 as per their announcement in this document. To ensure uninterrupted syncs in
Zoho Analytics in 2024: A look back
Happy new year to everyone in the Zoho Analytics community! As we welcome 2025, here's a look back of important happenings in 2024.
Map chart on Dashboard - can I disable tooltip?
When adding a world map chart to a dashboard, I would like to disable the tooltip with details. Is there a way to do that?
What's New in Zoho Analytics Mobile BI App - January 2025
Elevate your on-the-go analytics experience with the latest enhancements in the Zoho Analytics - Mobile BI App. These updates ensure a seamless, visually consistent, and feature-rich experience across mobile devices. Here’s what’s new: Enhanced Chart
New key install (zoho databridge
We have a problem installing Zoho Databridge We downloaded the setup and installed it. But we need to reinstall the software and lose the key. How to get another key? We need to connect to a MySQL database
Sending a Slideshow as a scheduled email
I have created a slideshow for my dashboards - is there anyway of automating or scheduling it to send to users ?
How do i display opportunity win rate on Widget and chart
Hi, For simplicity, given a table of opportunities, with status field of Active, Won and Lost, and Close Dates, how do I display our win rate for last 30 days in KPI widget show a chart of our last 30 days win rate, historically. Thanks
Totals on Pivot Table
Is there a way to change the way the subtotal calculates? In this example I have a formula to give me the average monthly attendance ....but I want the grand total of the month to be the sum of all the average attendances...any ideas? Thank you!@
Zoho Analytics - Data source timezone
Hi, I have a Zoho Desk data source that should display date information / timestamps in Europe/Paris timezone (CET/CEST). However, as shown in the attached screenshot, the data source is using America/Mexico_City timezone despite having my Locale Information
Analyze Business Scenarios?
Hi All, We are a small museum consultancy that works with small to medium-sized museums on business planning, strategic planning, and museum master planning. We are currently using spreadsheets to do this work. I am imagining analytics that could build
Using AVG in SQL Query
My current SQL Query is: SELECT "Client Info", avg("Revenue") FROM "Funded Deals" GROUP BY "Client Info" The current table that this is creating: Client Info avg(Revenue) Previous 4175 1st - New 3411 1st - Old 3013 Renew 3069 While this works as I had
Need help with KPI Widget on Dashboard
What I am trying to accomplish seems simple, but I cannot figure it out. Please help. I would like to show in a KPI Comparison Widget: Number of Meetings (CRM) Held in Last 30 Days compared to Number of Meetings Held the previous 30 days (from the date
Working with keywords
Hello everyone, first time here so I will try to be brief. I am working on my company's data set. I have a table with all the images we have on line. For each image we hava a cell tha contains all keywords related to that image. I would like to explore
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