Plain text column loses leading zero when exported to csv
I have opened using notepad as per this old post https://help.zoho.com/portal/en/community/topic/leading-zero-for-zip-code-disappears and the leading zero is still there. However I cannot access the recommended solution (I guess because the post is so
How to add a Zoho CRM custom upload field as a data source
How do I add a field to Zoho Analytics that displays the uploaded file names? Or it can simply be a true or false if there are files uploaded to that field.
Cannot change data type from multi line text to plain text
Hey team, I have a column of data that has values which are no longer than 12 characters in length. There are no blanks. But I cannot change the data type of this from multi line text to plain text. Any ideas how I can force this? Thanks Carl
Report using business_hours function in a query combined with User Filter in pivot table
Hello, I am wanting to create past utilization reports on users based on available hours vs hours logged in timesheets for the same period. I know that I can "hard code" a few queries that will provide specific periods, i.e. 1. Query for Year-To-Date
Pass value in business_minutes()
Hello there, I would like to use the function business_minutes() and pass data for the start and end of the working time. The times may be different for each data record, so I cannot use a fixed value. How can I do this? Something like this: business_minutes('2023-01-01
How to merge two columns into one to create universal user filter on dashboard?
Hello, In Zoho CRM, our Leads and Deals modules are separate (as is normal). In the Leads module there is a field called "Lead Owner", and in the Deals module there is a field called "Deal Owner". For our company, the lead owner and deal owner for the
Data not flowing properly from Deals (CRM) into Analytics Table
I am trying to sync data from Zoho CRM Deals Module into Zoho Analytics and am having some issues Below is a Test Deal. Under finance information you can see that I have three lines of finance data (3 lines that would go to a customer PO). When this data
Questions about printing a Summary report to PDF
We have two questions about printing a summary report to a PDF file. Firstly, I see that I can adjust all columns to be a specific width. Are there any options to make one column larger than others? For example, we have a weekly notes report. We print
Using CASE in a Query Table
Hi, I'm trying to use a CASE in a Query table, but I'm unable to do it. It should be as simple as: SELECT "FIELD 1", "FIELD 2" CASE WHEN "FIELD 2" = "CASE1" THEN "ABCD" ELSE "WXYZ" END FROM "Potentials" What am I doing wrong or how could i do it? Thank you very much (I'm new at both sql and zoho reports).
Creating custom date ranges in Zoho Analytics report
We want to track our aging inventory based on receipt date. We would like to use a date range not available in the options of Zoho Analytics. We would like to see aged inventory based on receipt date for 3 months or less / 3-6 months / 6-9 months / 9-12
Calculate time on the basis of manipulated/custom time values
Hello there, I have the following requirement: I need to set a start time and an end time based on a condition and calculate the duration in between. Example: If condition A is met ---> Start time = <date> 08:00:00 If condition B is met ---> Start time
Compare two tables over time
I would like to know a proper way to compare two tables over a period of time. In the most basic example: I want a bar chart in the following way: In Y-Axis, the count of distinct records from table 1 Also in Y-Axis, I want the same for table 2. In X-Axis
How do I delete some tables from an integrated data source?
Is it possible to delete some tables that I don't need from a particular data source or do I have to delete the entire data source? I do not want to do the latter as I need some tables from it but some are not required.
Zohoanalytics : formula to calculate the number of months between two dates
Hi everybody, I have a report on ZohoAnalytics : In the Column "SOCIAL Ancienneté", I want the number of months between two dates (column B and C) Thanks for your help
Can't set the type to Date / Datetime
Why can't I set the type to Date or Datetime?
New Features rolled out on October 20, 2023
New Chart Type - Tree Map We're thrilled to announce that Zoho Analytics now supports Tree Map visualization. Tree Map helps you to explore your data hierarchically with ease and uncover trends with precision. Click here to learn more. Chart Styling Enhancements
Problem with local database connection to Zoho Analytics On Premise
For days now I have been trying to connect my local database to Zoho Analytics On Premise, but it won't let me. No one from Zoho support has been able to help me, in fact I did connection tests with the cloud version and it allowed me to make the connection,
How create a report showing what tasks are scheduled to be done but are not started in a specific duration?
Suppose I have a table with following data: Sample task history table We need a pivot report which shows what are the tasks which were scheduled to be done but are not started in a specific duration. For example, if max allowed delay to start a task is
[Blog] Democratize decision-making with powerful data storytelling
Decision makers at all levels, especially C-level executives, mandate hard data before they make their moves—and it’s in this context that data storytelling finds its place and utility. Today, data-driven decision-making isn’t just a buzzword. Rather,
[Upcoming Webinar] The blueprint for setting up a data-first organization
In today's data-dominated business landscape, analytics has acquired a critical position across industries—yet the global BI and data analytics adoption rate remains at 26%. This may be because the journey to becoming a fully data-driven organization
Google Analytics GA4 - Historical Data?
I am trying to build reports after integration with GA4. The setup seemed simple enough, but event tracking is only going back a couple days per property (30-40 rows each). Has anyone else encountered this, and if so how did you get older data? We've
Possibility of adding "Total" column to Analytics Bar Chart
Look at the image below. What our executive team is looking for is a total count of the certain columns added up. Is this even a possibility? I am aware that a stacked bar chart accomplishes this, however, that is not the format that the executive team
How use aggregate formula form two table or use IF in Pivot view
I want use in aggregate formula from 2 table But I have this info Modified formula can be associated only to the table "Otwarte z filtrem - Support" and not to the existing table "Agents (Zoho Desk)". Changing associated table is not allowed when editing
Calculate different values based on today's date (last 30 days sales, last 60 days sales, lifetime sales...etc)
Hi everyone, I'm looking to obtain something simple like "last 30 days sales", "last 60 days sales" as a value to use it on my pivot table. I'm trying to get the following aggregate values : - Last 30 days sales - Last 60 days sales - Last 90 days sales
Possibility to create pivot view like in excel. KPI
I would like to calculate KPI for employees. I have several goals, each with a different importance, but I would like an example of at least 1. Is it possible to get something like this at Zoho analytics? I have Data Sources form Zoho Desk. I would like
Data sources not pulling dates
Recently several data sources pulled from Google Sheets have not been syncing properly and leaving the date column empty. I have tried fixing the formatting for the column to make the format of the date the same between the data in Zoho and the format
CFK file
We tried everything as you said but in our case these files are not supported
Analytics Sync Stuck In Queue Again
The sync into Zoho Analytics from our AWS tables has been showing as 'In Queue' for a long time again. Last time they had to do something on the backend to get it to work again
Zoho Analytics access is down or very slow
We've tried various browsers and incognito etc but the Analytics instance we are on clearly has a big problem. Simple reports are taking multiple minutes to open and be viewable in a browser. Other reports and activities like sync are failing entirely.
Error sync
Hi, I have an error syncronization. Can I help me? Thanks
[Upcoming Webinar] What's new in Zoho Analytics: Q3 2023
To all the data enthusiasts out there, we're back again with another power-packed webinar in the What's New series! This last quarter was marked by exciting new features and product updates focused on offering you top-notch solutions. With new data sources,
[AWS] Install Databridge in bastion EC2 server to connect to RDS instance in private network
Hi, I'm currently migrating our database from onpremise to AWS and I have the following questions: Prevoiosly we just installed Databbridge on a computer in the same network as the MS SQL DB and that was that. Now, I have migrated that MS SQL DB to RDS
Adding annotations to dashboards and reports
Hello fellow Zoholics, Is there a possibility to add an annotation to a dashboard or report like in Google Analytics? For example: A successful campaign reflects as a spike in our lead generation for this month. We will flag the start date in the report manually. Or, a colleague is on sick leave and sales plummet in their territory for the month but spike again when they return. It would be great to be able to flag events as such to retain the information and make it immediately visible for anyone
Add System Variable for User ID (Not user email address)
Hi Zoho, All of Zoho CRM's records have an owner. In all those tables, there is the record owner ID and record owner name, NOT record owner email. We want to create filters when sharing dashboards, but we don't want to filter based on logged in user name
How to Calculate the Percentage of 'Sales' Stage Deals in Zoho Analytics Dial Chart?
Hello, I'm currently using Zoho Analytics, and I have a question regarding the Dial Chart in KPI Widgets. Specifically, I'm interested in calculating the percentage of "Sales" stage items among all the items with the same Receive_Date (Month & Year) for
share panel section
Hello, I have a vehicle panel, and I want to know if it is possible to share only one element of the entire panel, so that a group of people can see that section
Issue when running this SQL query in Analytics
Trying to solve for the issue in this query when creating a query table in Analytics. Getting an error message "Encountered AS" in Line 2. SELECT "Completed Jobs - Structure".* WITH RankedData AS ( SELECT "JOB#", "BDM Total Commission Earned", ROW_NUMBER()
New Features rolled out on Sept 15, 2023
Advanced Analytics for Mixpanel We're happy to introduce the Advanced Analytics connector for Mixpanel. It enables you to import data from all your events in Mixpanel and create reports to visualize trends. It'll help you get deep insights into your user
How to: Matching Two Inputs Across Two Tables to Pull Data
I'm familiarizing myself with Zoho Analytics (ZA) and the 'advanced' features such as Query Tables, Lookup columns, etc. As a MS Excel expert, I'm able to do just about anything with excel's built in formulas, but I've decided to take my love of data analysis to another level with ZA I'm hoping someone can guide me in the right direction. Here's a parallel example to my issue: I have two tables, "Warehouse Travelers" and "Merchandise Pricing". We will refer to them as WT and MP. WT: contains
Sorting in zoho analytics query tables
Hi There, How can I sort my more than one column using a query table in zoho analytics. I want to sort by business unit, then probability and then by closing date. I have designed a sql statement with an order by clause which works for the design mode
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