Refreshing/Syncing Data from Excel Spreadsheet
I have a Vertical CRM with Zoho vAnalytics. I am trying to create reports/dashboards using an Excel spreadsheet as a data source that is updated daily by production employees. I can import the spreadsheet just fine and create a report, but I don't seem
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Adding Chargebee as a Connector
Is it possible to get Chargebee added as an Advanced Analytics integration?
Average amount of tickets per customer each year
Hey all, Can someone help me on how to generate a report from Zoho Desk in Analytics that would give me the average amount of tickets per customer each year for the past 3 years?
How to get Number of Responses?
Good day, how do I get the Number of Responses as per the "Response Time" dashboard in Zoho Desk? I'm trying to do this in Zoho Analytics but again I'm not getting the same results. Can I please get some assistance on how to replicate this exactly and
Target vs actual chart
I am trying to create a line chart in Analytics to show our forecasted lead targets per month vs the actual number of leads, for example: Please can someone let me know the best way to do this? Thank you
Filter dashboards on logged in user
Hello, I have a dashboard with several reports and widges. We want that these data is filtered and is correctly showed only to the logged in person. We use this : Variable X =${system.login.fullname} which is working and filtering report X perfectly to
Ability to split a field into ROWS based on a delimiter
Hi folks. I have a spreadsheet from a client that has several (about 10!) different fields containing multiple values separated by commas. Each field represents a multiple-choice field option is a survey. For example: Field Name: "Priority Tech Investment"
Perform Count of another column based on another column date range
Hi, I would like to count distinct "Deals.ID" column based on "Deals.Created Time" column, any inputs, I tried existing threads I didn't find any reference. I am trying to use this in Pivot Table (formula)
What is wrong with my Include_GroupBy Code
AVG(include_groupby(avg(count_if(MONTH("Opp+paymentinfo+users"."Opportunities.Closing Date") = MONTH('2023-06-06') and ("Opp+paymentinfo+users"."Opportunities.Stage" = 'Deal Won') and ("Opp+paymentinfo+users"."Opportunities.Deal Type" = 'New Deal'))
Creating a rolling financial forecast in Zoho Analytics
Trying to create a Rolling Forecast Report that would include columns on a Profit and Loss Statement for the fiscal YTD Actual (Column 1) and the remaining YTD forecast (Column 2) to arrive at a revised Total (column 3) based on the 2 columns combined
HTML embedding in Zoho Analytics Dashboard
Hello, I am attempting to embed social media posts in a dashboard, however this is proving tricky. For example, if I want to embed an Instagram post, I copy the embed code from Instagram, but the result looks like the attached screenshot "Instagram Embedding".
SQL for rows before a specific date
I have a table below how can I extract the rows where check-time is before a certain day I tried WHERE "Check-In Time" < '2023-06-01' but i doesn't work. Can someone advice? Thanks in advance!
[Action Required] Requesting LinkedIn Pages integration users to re-authenticate your LinkedIn account in Zoho Analytics
Dear LinkedIn Pages integration users, An important update from Zoho Analytics. Due to some recent changes in the authentication process and policy in LinkedIn Pages - Zoho Analytics integration, we request users to re-authenticate their existing LinkedIn
[Product Update] Removing inactive unknown visitors data in Zoho SalesIQ - Zoho Analytics Integration
Dear Customers, As per this announcement in the Zoho SalesIQ community, the anonymous visitors data associated in all modules will be cleaned up/removed periodically every 6 months in Zoho SalesIQ. Hence, the removed data will not be available in Zoho
Add more data sources
Hello I have an existing data source but need to add several more. I am unable to find the method to do this and my 'data sources' tab looks nothing like the documentation (see screen shot). Thanks!
Adding Static Thresholds per Month in Chart
Hey guys, I have a question about some functionality that I'm sure is possible but I can't figure out. I have created a bar chart showing the revenue generated by all deals across all months in 2023. It currently looks like this: We currently have monthly
Getting Distinct ID Count based on the date range
SELECT "Opportunities.Entity", count(DISTINCT("Opportunities.Id")) AS 'Total Opportunities', if(MONTH("Opportunities.Created Time") = Month(Now() - 1), count(DISTINCT("Opportunities.Id")), '0' ), count_if(MONTH("Opportunities.Created Time") = Month(Now())
Query Table - trying to figure out how to pull in data from another table?
I'm trying to write a query that will pull a column from "Purchase Order Items" into my query, but I'm not sure how to link it. It has a column called "Product ID" that is the same value as the existing "Product ID" already in the query - so I'm trying
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Why is Grand Summary not totaling at the bottom of aggregate formula columns at the bottom of my pivot report?
Can anyone tell me why my two aggregate formula columns are not giving a sum at the bottom of my pivot table? And how do I fix it? For reference, these are my two formula columns:
Hiding the base field graph for a formula from the report legend
We are creating some KPI reports from our Desk data and some of the fields on the Y-axis require formulas for them to be user friendly. For example the "Total Response Time in Business Hours" data is normally in milliseconds (ms) unit despite its name
Sorting function columns not working
Hi, I want to sort some columns within a table I've created. So for example, highest amount should be placed first or most recent date. However, if I try to sort a column, it is not working and doesn't do anything at all. Do you know what's the prob
how aggregate formula calculates data on table
I would like to know how aggregate formula calculates data on table in Zoho Analytics. Specifically, when you want to calculate ratio(%), I was wondering how aggregate formula calculates it. I made the aggregate formula below on the deals table. count_if("Deals"."Stage"
Compare sales YTD with same period last year
Hi How do I compare sales to date this year with the same period to date last year? Thanks
Glitches on dropdowns
Hello I have a couple dashboard published. Some of my buttons and drop downs are not working - clicking on them does nothing. When I use the dashboard in the development space everything works fine, when editing and viewing. My dashboards are added to
Column 'Goal category' missing in data connector between Bing Ads and Zoho Analytics
Hi, I've set up the data connection between Bing Ads and Zoho Analytics. All kind of tables and columns are synchronizing at the moment. However, I am missing the column 'Goal category' to determine what kind of conversion it is. Where can I find this
Changing a column datatype to currency
Hello I need to change a column from decimal to currency. I have looked through all the resources and videos but everything is either outdated or unrelated. Thanks!
Storing data in JSON format in Analytics
Hello, I have a JSON file that looks like this [ { "caption": "@brambleenergy's Software Team brings our fuel cell systems to life through software solutions and advanced control techniques.\n\nIf you are in your penultimate year of study and want to
Data Labels for dual column chart
I need to add both total price and quantity to the data labels but when I drag a second one in, it deletes the first label. How do you have to sets of data labels?
custom attachment name / custom email subject
Hi, I need to sand out every day the same report and I need my recipients to be able to sort email and download and archive the attachments. Therefore I would like to add the timestamp to the email's subject and attachment name. How can I do it? Thank you Gianluca
Analytics Report for Books Comments and History
I want to be able to pull a report in analytics that can spit out portions of comments and history in different modules of Zoho Books. For example, when estimates, sales orders, or purchase orders are rejected, I would like to be able to pull a list and
reports Zoho analytics
hello need a customised report showing sales order value and purchase order value , please look at the attachment and advice if that is possible with Zoho analytics or any other way , thanks.
Conditional sum with average
Hello I have date, value, and category columns. I need to create a formula where I sum the values for every month for each category in the data set . I then need an average of all these months for the given year (or period), separated by category, which
Cities appear in the wrong countries
Hi, I have a small problem/question. I'm making a graph to show the cities where parcels are shipped to, but the problem is that South Africa have a lot of names that also appear in other countries in the world and it selects them over South Africa. Does
Adding marker to timeline on graph
Hi, Is it currently possible to add a marker to a graph? eg tracking (y) over time and an anomalous spike occurs it would be great to be able to add a marker at this point and a note detailing a related event. Cheers, James
How to get tickets violated and non-violated stats?
I'm trying to build my own SLA Dashboard in Zoho Analytics, as per the SLA Dashboard in Zoho Desk. However, I'm not getting the same stats as the SLA Dashboard in Zoho Desk. I would like to know how the SLA Dashboard in Zoho Desk is calculated and how
Any Way to embed report on website (wordpress) and show dynamic data to different users based on wordpress login email?
I know that when we share a report/dashboard, we can set filter parameters that take dynamic values, such as filtering the dashboard data based on zoho login id/email. Is there any way we can similarly embed a report on our website, but dynamically filter
Show percentage of constant value threshold in bar chart?
Is there a way to show a bar, in a bar chart as the percentage of a constant value-threshold rather than just show a value of the bar itself? IE, if I have a sales goal of 1,500,000 per day, and the bar chart shows the total sales sum of each day - is
How to: Create Tabular report of non-matching column headers from header table and deals import
We have a vendor that we need to provide sales data to in a nightly report csv file. We need to produce a csv file of all Deals created for the day within certain criteria. As in: "Form Type = wexham" and "Deal Disposition = Approved" for the date of
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