Reports on yesterday's numbers
Hi! I'm building a dashboard for a client, previous day's data is loaded once a day, during the night. Now, this means they never have today's data. I need to do a comparisons between cumulated previous month and current month but when I do that it takes
Need help getting my data out of Analytics into Mailchimp
OK so I have spent many many hours trying to crack this and just can't seem to resolve it - anyone able to offer me a solution? Will reward you with loving thoughts and, if you're close enough, beer. I make various sales on my website using a third party
Zoho Show - Amazon App
There is a problem with the Zoho App in the Amazon store I am using a firestick for display. My slideshow only is filled with embedded graphs. For some reason, after signing; when I display the slideshow the embedded graphs do not load, and instead I
Associated Blueprint Names of Zoho Projects Tasks
Hi, We developed some Zoho Projects reports in Analytics. We want to add the Associated Blueprint names of the tasks as a report column. We couldn't find this information in Tasks table. How can we read this information? Thanks.
Cannot receive email from Zoho Analytics
I'm new to zoho so I would appreciate your help. I'm will use zoho analytics to create report and dashboards. I was trying to add new user as viewer but the problem is that I cannot add any new user if his/her email in ending with Gmail or private
Sync failure with Zoho Desk
I've noticed today that my Zoho Desk integration with Zoho Analytics is in failure, and when it fails when I try to manually sync. I've tried also to Edit the Setup with my admin account, but the following error message appears. My admin account is an
Report to see the sales cycle as a timeline
Hello, I am quite new to Zoho, we have a subscription, and I am curious if it is possible in Analytics to create a report in which I can see the time for each department or user between the moment the lead was created and the moment the lead was converted
Present Deal Stage Duration report as table, but retain the actual stage order, not alphabetic.
Is there a way to change the default "Stage Duration" report to present as a table, but use the correct underlying Stage order?
Client birthday report
I list my client's birthdays in the database and want to send them a birthday card on the appropriate date. In creating a report and haven't been able to find a way to filter the birthdates down to month only and over a span of years to that I get all clients whose birthday is in January, for example. Any solution? Thank you. Randy
Custom Date Range in Dashboard Widgets
When creating a widget, I can "group by" week, month, year, etc., but I can't figure out how to group by "the last X days". This can be done with a chart and pivot table. I can even set the timeline filter with a customer date range. Here is my use case
Linking to a tab
Greetings, I hope find all good and safe! I have a dashboard with a few tabs. I would like to make a tab called 'Home' and set links to other tabs. How can I do this?
How to add queries as Child Nodes in Model Diagram?
I have a lot of Queries related among them, but when I try to see the Model Diagram or the Dependency Details of a Query, none of its Child Queries is displayed. As an example the images below show the Dependency Details and Model Diagram of a Query I
Data Comparison in Widget
Hi Team, I would like to display data with the comparison of the previous date range according to a user-selected. Examples: Week - 36 (user selected) vs Week - 35 (auto detected) 6th September - 12th September (user selected) vs 30th
Using user filter with tabular view
hi, I would like to know if it is possible to add a filter specifically for the table view , I mean not in the users filter field but next to the search bar? thanks .
How to use absweek and absmonth to get previous week/month
I've got some case statements in my analytics query that I want to return something different based on a date being last week or last month. I can do this week or this month using absweek() and absmonth(). if i do these -1 though it just removes a day
Custom Predefined Date Range Filter?
I need to hardcode pre-defined date ranges in a dashboard. I want my user to be able to select "Year 1" or "Year 2". However, Year 1 is not a January - December calendar year, it begins on March 16. I must be missing something, because I do not see
Wrong ticket owner name imported form Desk to Analytics
I've just noticed that if a ticket used to have an agent as its owner, but now it's unassigned, as shown in that image below of a ticket with this description. But when the data is imported to Zoho Analytics, the ticket owner remains the last one before
how many maximum we can create data source in zoho analytics
How many data we can add "data source" (google sheet) in zoho analytics, example : i want create every outlet and division have own spreadsheet , so every spreadsheet must have 1 data source setting in zoho analytics
[Webinar] How a Modern BI & Analytics platform is the key to insights-driven business
Hi there, To become market leaders, organizations need to make sense of their data. An insights-driven business model helps companies make better decisions underpinned by data. In this webinar Senior Evangelist Chandrashekar LSP and a guest speaker, Forrester
Formula of Aggregated values from Different Tables
Hi, Lets say i have these 2 tables, Revenue and Expenses. I have created an aggregated formula to sum the Total Revenue which is attached to table Revenue, and Total Expenses which is attached to table Expenses Now i want to create a KPI Widget on my
Is there a way to access the ticket page from Zoho Analytics?
My Zoho Desk and Zoho Analytics are integrated, so I can analyse all my tickets data with the Zoho Analytics, but one feature I miss is a way to link the ticket data, as its ID or Subject, for example, with the ticket page inside Zoho Desk. This would
Importing newly added tables
DataBridge was installed on the cloud postgres server and is syncing well on schedule. however, we added more tables on the source DB and I cannot find a way to include these to the sync. The databridge is missing from seting-> Manage databridges Data
Zoho Analytics data upload through databridge
Hi, i'm new to Zoho Analytics and evaluating the free-trial. I want to visualise data from my local Postgres database. I installed the databridge and uploaded 10 tables that i wanted to visualise. The entire data sync took a lot of time and additionally,
Spread a Number (Hours) Evenly Across multiple days (Start and End Date)
We have hundreds of active jobs at any given time, all with different budgeted hours, across dozens of processes, and all with varying process start and end dates. Below is a table with just a few lines containing our active jobs by job number. What I
Schedule Refresh Times
When setting up a new data source in Zoho Analytics we can set a "refresh frequency" but we can not schedule the time in which we run it to run. I would like to be able to schedule the specific time(s) for my data sets to refresh. For example, I have one large data set in particular that I would like to refresh at 2:00am on a daily basis when I know that there is typically no one reviewing dashboards.
Third party embedded links or javascript
Hi working with Zoho Analytics dashboards, I have linked zoho and third party data sources, however is it possible within the text fields to add javascript or embedded links from third parties when in view mode eg dashboard is live, but a live weather
I cant create dashboards ...
When trying create dashboards I have issues: Autogenerated dashboards generate an error when trying to open. If I manually create a dashboard I don't have any options or functions to populate the dashboard. I am able to create chart views etc using
Zoho Reports - New features rolled out on Nov. 12, 2013
Support to Control the underlying data visibility Till now, when you provide the permission to view the underlying data of a report your users will be able to see all the columns of the underlying table on which the report has been created. Now Zoho Reports allows you to select the columns that has to be listed in the underlying data. By default, columns used in the reports alone will be included in underlying data. You can select or unselect required columns. With this you will be able to set
API query- how to construct
Hi, I have an API based import to Zoho Analytics from an external source. I've been able to get a query working for the /users API endpoint, and I have a working query for the /devices API endpoint- - but I cannot get the query to work in Zoho Analytics
Text formatting to black out some data?
To add some security to my I would love to be able to import (or display) only the first few digits of a data field. Is there an easy way to do this?
Periodic Pivot Reporting
I have been all of the Knowledge Base and YouTube looking for this answer. Any guidance would be appreciated. I have created a pivot report that gathers the information in a way that works for our company. The problem is the filter has to be manually
Is there a "Light Agent" in Zoho Analytics?
Hello! I would like to know if there is some kind of user in Zoho Analytics like the light agent in Zoho Desk, so it can just view the dashboards, without the cost of a regular user. This would be very helpful once my company has some dashboards that
Data Format when subtracting dates
I am trying to make a formula to measure the number of days between two dates in two different columns. In excel you would just take one date, minus the other date and the output is a number. When I use the formula "DateColumn"-today(), I would expect
How to rename the Profile name at the Data Source
Hi Team, I would like to change the name of the default Profile name (Eg. 234932677 which is from our Google Analytics). Can you please advise me any solution for it? Thanks and Regards!
Synchronization helped and getting no support
My Synchronization between ZOHO Analytics and ZOHO Finance has failed from last 4-5 days and getting no support. Every time I am getting one simple Message of "Please have patience". Worst service no ways to connect with support team . Customer care no
How to group Leads and Deals (from Zoho CRM) by week of the year in Summary Views?
How do I make the below two Summary Views? Grouped by week of the year. Leads and Deals. Columns = # of Leads created # of Leads converted # of Deals won # of Leads lost The same as above BUT they are related e.g. # of Leads created, of those Leads how
Running sum column with reversed order (showing most recent date first)
I have a pivot table showing revenue grouped by month in each row (among other things). I've added an aggregate running total as a column which adds up the revenue for each month and shows the running sum. However when I change the order of the date column
LinkedIn Ads Integration
I've read that we can add LinkedIn Ads in Zoho Analytics. We have an Ad webform where potential customers can fill out their information. My question is, can the answers of those potential customers from the webform be sent to Zoho Analytics? Are there
Can't Report On Revenue from Zoho Desk Tickets
I'm trying to create a report that shows me all the revenue generated from Zoho Desk tickets. I have them linked and can see the estimates/invoices inside the Desk ticket and also the ticket and estimates connected in CRM, so I know they are being linked
Zoho Desk - Ticket ID field data type change in Zoho Analytics
Dear Customers, This is an announcement to the Zoho Desk integration users in Zoho Analytics. With reference to this post in Zoho Desk, the data type of 'Request ID' (Ticket ID) field in the 'Tickets' module will change from 'Number' to 'Plain Text'
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