Request for Zoho Analytics Query Version history
Hi Team, As and When I am working on the Huge SQL Queries, I feel insecure especially, when i am making changes to the working query. If there is any improvements needed in the Current running query. Is there any plans for Version history for the Queries
Find and Replace on filtered Table
Hello, am I missing something from the procedure? I filtered a table then I am trying to replace a text value, but it says no rows match. The column is unbound free text and I am using it as Status (want to replace "available" with "disabled" text). Any
Tooltip Customization
Hi Team, I have a bar chart that displays the dollar amount in proposals sent, won, and projected to close per month (a bar per metric per month). I have the count of proposals per metric included in the tooltip shelf. When I hover my mouse over the 'Sent'
How can I generate a report on dormant Accounts in Zoho CRM and Zoho Analytics?
I can't imagine this is a unique ask, but can't find an answer in the community. We have lots of Clients (i.e. Accounts) with various levels of 'dormancy' i.e. they have not engaged with us for # months. This is based on the date of the most recent Enquiry
What tools does Zoho Analytics have to connect well with Postgresql with Sync Condition?
I would like to know what tools Zoho Analytics has that can connect well with Postgresql. I want to sync data with Sync Condition to Postgresql. For example, I want to Sync when data matches a specific date range.
Importar dados de API (JSON) usando método POST e passando outra tabela como parâmetro
Pessoal, Estou com uma dúvida se consigo passar um parâmetro como uma tabela de referência no Zoho Analytics Veja o exemplo abaixo: Preciso saber se existe alguma variável que possa fazer essa referência. Obrigado!
Zoho Analytics - SalesIQ Conversation Tags
Good day, I cannot seem to locate the "tags" field for SalesIQ conversations in Zoho Analytics. Any idea where I can find that field or table because I need it for my reports. Thank you! Andre
Historical changes to data tables and reports
As in Microsoft Power bi, when you edit data in sources, you have a step for every modification. So you can rollback o undo something. In zoho Analytics it will be great to have an overview of all the modifications, for instance: Changed types, Added columns, transformations, etc.
CRM/Reports Multi-select Lookup Fields
Hello, Is it possible that multi-select lookup fields (recently added to Zoho CRM) will become available within Zoho Reports? I have looked at adding them through Data Sources - Zoho CRM, but they do not show up under the modules in setup. This feature would be highly beneficial, as I need to create reports based on these fields and must currently export to a third service rather than doing all reporting within Zoho. Thanks! Kayla
Retrieve comments on customer happiness in Zoho Analytics
Hello there, I would like to receive the customer satisfaction rating comment from the customer in the Zoho Analytics standalone app. How do I do this? Best regards, Sven
Multiple Target Meter - Zoho Analytics
Hi Team, In Zoho Analytics, I require a Target Meter similar to the one available in Zoho CRM to enhance the efficiency of my work.
Drill Through for Maps
The Drill Through feature currently in Beta is a great addition, however where I think it would be much more useful would be on maps. For example if I have multiple sites across multiple states/ geographies I could add a drill-though that when clicked
Interactive dashboard
Hi, we would like to develop an interactive dashboard in Zoho analytics. Our main goal is to let the dashboard's users "Snooze" a row (company), through a button or something similar. If a row is snoozed for example 1 week, it should disappear in the
pivot-table
How to get the result as per the below any help, please? Differences have to come in the column as shown in the Excel Data Column 2022 2023 Summary Difference % Difference Total Revenue from contracts with customers 1094610 1170420 2265030 75810 6.90%
Help with a Query formula - latest date from unique values in another column
I have a query table I am developing to show only unique value (Project Name) and most recent date (Last Modified) and total all of the time entries from all the values (Hours) in a report from the query, but I do not know how to do this. The data table
Zoho Analytics aggregate function breaking specifically with iscurrentmonth function
Hey friends! I have an aggregate formula Im trying to use that sums a column if iscurrentmonth returns true. Whenever I use this specific function, the formula will somehow return null and show no data in my column. Example below (you'll see Abaraham
Year to Date Function - is it ONLY working on calendar year?
Hi Zoho Analytics gurus, I need to produce a head of sales-related charts that show on Year to Date comparisons from the current and previous years. I have attempted to use the YTD() formula - eg. ytd(sum("Opportunities"."Amount"),"Opportunities"."Closing Date") However, the data displaying is completely wrong. After a lot of experimentation, I am beginning to think the YTD function is basing its calculations solely on calendar year, and ignoring the organistion's financial year settings in the workspace.
Query table count function
I am trying to create an SQL query table with the aim of producing the attached stacked bar chart in Zoho Analytics. I can count the number of S1 payments as follows: SELECT abs_month("S1 invoice received"), count(abs_month("S1 invoice received")) AS
Dashboard User Filters synchronize across all tabs
Is there a way to synchronize dashboard user filters across all tabs of a dashboard. For example, if I defined a user filter to allow the user to select a data range for the dashboard, I want that range to apply to all tabs of the dashboard so the user
Set Zoho One users as a custom role.
A custom role has been created in 'Manage Roles' under Zoho Analytics settings, but in 'Manage Users,' only User, Organization Admin, and Viewer roles are available.
How to generate a permalink for a dashboard that allows external access and how to send dashboards to non zoho users as link only (no attachment please) via scheduling mail?
We are a outsourcing company and we have lots of clients. We designed dashboard for each client in zoho analytics. Our clients are not zoho users and we want to schedule mail for them with only dashboard link (no attachment as view or pdf) How to generate
GROUP BY error message with IF statement
Hi, I'm reasonably new to coding so this may be a really simple fix (i hope anyway!) I'm building a query table to identify cases for inclusion in a healthcare quality indicator as well as produce an output column that provides a true or false statement
Worked hour report help.
Good day everyone, I need some advice with Zoho Analytics. I am trying to get a report that will show the work hours of a user. We are using Zoho People timesheet/time logs. I connected Zoho People and Zoho Analytics, and everything is working fine. So,
Adding custom sort to sort options
Hi! Happy to connect! I am so excited to use Zoho analytics which is so easy to map the required data from marketing, new project development teams, clients, and vendors. I have the option of sorting either by ascending or descending. It would be of greater
All Zoho Survey tables explained
Introduction Hey everyone! Sometimes, deciphering the structure and meaning of data in Zoho Analytics, especially when Zoho’s native syncs and integrations are activated, can be quite challenging. That’s why I’ve put together an overview, not only to
Import Pandas data frame into an existing table in ZOHO analytics
I need to import pandas dataframe into zoho analytics table which is already existing in ZOHO analytics. How should I do that?
[Upcoming Webinar] Refined data and faster insights with data preparation
Data preparation forms the bedrock upon which insightful analyses and informed decision-making stand, directly impacting business revenue. However, preparing data is often perceived to be a complex and time-consuming task that often demands IT intervention.
We are coming to your city! Zoho Analytics Community Meetup
Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructing
Average agent time reply - Zoho Desk
Hello, We are building a report where we would like to see the average time that an agent takes to reply to their customers. In Analytics we were using the measure "tiempo total de respuesta en horario laboral", but it does not show the correct values
Can we consolidate data from multiple Zoho Books organizations having different home currency in Zoho Analytics?
Hello, Can we connect Zoho Books account having multi organizations with Zoho Analytics to consolidate data from all organizations? Each Books organization has it's own home currency like INR, USD, GBP etc. How to consolidated Sales figure and show amount
Custom Formula - Zoho Analytics
Hi, I want to see profit% for each customer. However the aggregate formula on the tool is not the most accurate as it ignores purchase discounts all together and gives the % on Sale Price and not Purchase Price. I tried adding custom formula but could
Date from a date field to today
Here is my query, but it's not calculating correctly. I'm trying to determine how many weekdays have occurred between "23-24 Start Date" and today, but I'm getting a number that's much too high. SELECT "Q_DataWalls_Time-Off_23-24"."Name", DATEDIFF(WEEKDAY,
Data imported through URL data sources will show HTML codes instead of special characters.
We have a data source configured to import information from a URL. Some of the data contains apostrophes that will not be displayed as the actual characters but as HTML code. Example: let's go will be displayed as let's go Is there an option in the
Need Query to Output as Date
Hi, I'm new to Zoho/queries.....In my formula below, I need "23-24 Start Date" to output in a date format, but when i try to change the data type after I execute my query, it says it's not compatible. How do I fix that? SELECT "Staff Demographic Data
Analytics - String to Duration
Hey friends! Our calls module is logging the call duration automatically and it's coming into Zoho Analytics as a string. When I try to change the data type from the parent data set, I'm unable to as it's a system table. I'm trying to get around this
First reply time in hours - Zoho Desk
Hi, We are trying to build a report to see the time it takes to reply to our customers when they create a ticket. We are using the "First Reply time in hours", but checking with the tickets does not seem to show the right value for some tickets. How can
Trial: Project Status Overview Report Not Showing All Projects
We use Zoho Projects to track our teams IT projects. I'm currently evaluating Analytics to get better reporting capabilities of our projects. Unfortunately, when I run the "Project Status Overview" report, only 2 projects of the 8 projects currently open
Zoho report aggregate function issue
Hi, I wanted to write a formula connecting 2 tables. But currently im facing this error Alert Message Sorry, you cannot create a formula column involving columns from multiple tables. This is my formula. Can you help me with a workaround. Infact, i have
Is there a way to remove the border color of widgets on a dashboard?
I have a dashboard with a multicolor theme. There are four pivots with detailed information, and Zoho auto-assigns a fill color to each of the headers. I added a widget that has summary information for each of the four pivots and made the fill color match
Compare differences between data in different groups (year, year/month)
Hi, I need to compare data in a pivot table. I found articles related to the % of, however it seems that this only allows comparison with values within the same group. Let's say I have my data segmented by Year, then Year & Month. If I want to compare
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