Reporting
I need a report that shows deals closing by month. Right now the only date I have to work with in the reporting module is 'closing date' ... but I only want the 'month'. Is there a way to do this?
ZOHO Reports - Advanced CRM Reports
1st Question Can I create auto-emails from the new Reports-Advanced CRM Reports module in ZOHO Reports? I have looked and cannot figure out if this is available. I want to send weekly emails out to the staff from this awesome reports module. 2nd Question Can I customize any of the ZOHO Reports - Advanced CRM Reports or are these 100% driven off of the data in ZOHO CRM? Thanks! Keep up the good work. Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
First Call register
Hello good Morning. I have the following doubt, how can I make a query in zoho anayltics to get the first call made to my leads, or is it necessary to know the record of the first call of each lead in my zoho CRM.
Can't integrate Zoho People Time Trackers table with Analytics
Hello there, I've been having troubles integrating some tables from zoho people to analytics, particularly the time tracker tables (although theres a bunch more that don't work at all). The select square just dont work when I click on it and there's no error message. I attach a file with the problem
TASK & BUG Report
Does there anyway to produce a report that shows all tasks and their associated bugs in one report view? We need it urgently to relate both to do efficiency check
[Webinar] KPI dashboards—an indispensable business enabler
Hi there! Businesses today face an imbalance caused by the growing complexity of data ecosystems and the rapid adoption of BI. So how are companies across the globe working to overcome this imbalance and drive growth? Join this webinar to learn how KPI dashboards are becoming a solution to this imbalance, and are transforming into an indispensable business enabler. KPI dashboards help you empower teams across your organization to make better business decisions. Register now. And don't worry, we've
report
can we have the comment section appear in the report
Aggregated SumIf help?
Hi! I'd like to make a report in which I compare a client's usage data over a certain time frame against a group of clients' usage data using an aggregated formula in the Y-axis, however I'm struggling with this a bit. I have a column called "columnA" in which there is either a 1 or a 0. I then have a column called "client" (string) in which my different clients are listed. I would like to make an aggregated formula that adds up the scores of "ColumnA" for certain clients from the "Client" column,
What's New In Zoho Analytics: Q2- 2020 [Recorded webinar]
Hi there, Here's your recording of our webinar: "What's New In Zoho Analytics: Q2: '20." Watch now to learn about all the new and exciting functionalities we've built into the platform in Q2, 2020—functionalities that can further simplify the way you and your team work!
SUMIF clause not working in Groupby Query (neither CASE or IF) with Query Tables
SELECT FACT."CNT.Nombre de Cuenta" Cliente, sumif(FACT."FACT.Naturaleza ingresos" = 'Facturación Proyectos Ajenos', FACT."FACT.Subtotal", FACT."FACT.Subtotal") IngresosProA FROM "BR-Facturas-2016" FACT GROUP BY FACT."CNT.Nombre de Cuenta" Yields error: nsupported function used in the query. Please send us your query to support@zohoreports.com, incase you wish to post to our bugs database
Time Value Calculation in Pivot Data field
Dear Team, I need Time Value Calculation in Pivot Data field in Time Format. Exmpl. our calling agent calls on leads for 10 to 15 Min. I need Σ summation of Time in Hour /Min format. is there possible to do so. Regards, Subhash K
User filter for 2 conditions
I am trying to analysis Zoho Project by Zoho Analytics, i want to use user filter for 2 conditions, and conditions 2 show only the result of conditions 1. For example: Condition 1 is the Projects Name, Condition 2 is MileStones, after i choosed one or many project, i want the condition 2 show only the Milestone of the condition 1 results. Is this possible? Please see the picture for detail This picture show all of milestone in my organization, i dont want like this, i want show only the milestone
Scheduled import interval issue
Dear Sir I have a scheduled Import group of html files from google drive. the scheduled interval time is 1 hour. but the scheduled not start every one hour. One import was finished then the finished time pluse 1 hour is next import time. ie the first import start at 8.00pm and finish on 8.10pm then next sync time is 9.10pm. how can i fix it every one hour that is 8.00pm, 9.00pm ,,,,.
Pivot Table Help
I was wondering if I could get some help on a pivot table I'm building. It takes info from two different tables, a contact table and a deal table. The parent table is the contact one. I will include screenshots to help visualize the issue as well as explain it through text. So it displays a Franchisee, a Franchisee Owner, Franchisee ID, and Deal Owner as the Rows. The actual data is the amount of deals total, deals made this month, and the number of active accounts. The deal information is taken
Discard filter when data is uploaded
Hi, I have a scheduled upload form an Excel file on my OneDrive. That file is shared with several people and sometimes they apply filters, when the scheduled refresh occurs and a filter is applied only the filtered data is loaded. Is there a way to load all the data, regardless of the filter applied in the Excel file? Thanks.
Calculate Churn Rate from the beginning of the day
GIven a table: tblhosting (To achieve churn rate based on termination of services) Here i will only list out import data column 1. id (service id) 2. orderid 3. regdate (registration date/start date) 4. nextduedate 5. termination_date (the date when service ended) 6. billingcycle (free/monthly/semi-annual/annually/triennially) 7. status (Active/Suspended/Terminated/Cancelled) Using this query: Select count(id) FROM tblhosting Group By regdate - I can get total number of services grouped by date Select
Quickbooks Journal Entry and Invoices
Hello, Does anyone know if there is a way to link invoices with their journal entries? I was told to try classes but the class ID column in our invoice line items table is empty so I can't do a query to join the tables. I do know these Journal Entries are linked to their Invoices because if I visit Quickbooks, you can see which invoice the journal entry is linked too so I don't know why there's no foreign key I can use to join them when creating a query. Any advice you might have is appreciated.
Distinct Count issue with Grand Total
I have a Pivot Table report with a distinct count that is working fine going across the rows, but when it shows the Grand Total, i want it to sum the counts above it. Right now it is showing something different. This is made up data, but it represents my report. This is a report showing each customer, and how many different brands they bought. Customer Name Brand Customer.Distinct Count ToysRUs Lego 1 Barbie 1 Hot Wheels 1 Walmart Lego 1 Barbie 1 Target Barbie 1 Hot Wheels 1 Grand Total 3 The
Churn Rate From Services
Hello, I have a table ( tblhosting ) Column Contains: | Id | Userid | Orderid | startdate | Termination_Date | ProductStatus | So far I have queried 1. A total number of active products from January 2016 to December 2019 in query table 2. A total number of terminated products from year January 2016 to December 2019 in another query table How do I join them ? It comes to the problem when I join the two queried table. Such that Example: in March 2019, Total count(product ordered) is 200
Add the row number in the query result.
Hi, I'm trying to add the row number out of a SQL query result. It would be the equivalent of the following query in mysql: SELECT ROW_NUMBER() AS ID, Name AS NAME, Age as AGE FROM Table; ID, NAME, AGE ---- 1,Dan,42 2,Jo, 32 3,Jim, 35 Can this be implemented in zoho analytics? Thanks,
Number Sorting Is Wrong on Bar Chart
Hello! I need some help. I'm trying to sort our NPS reports scores by Actual Value. It does not go from 0 - 10. It goes 0, 1, 10, 2, 3, etc... I would like to know how I can display the attached chart from 0 - 10. Thank you!
[Webinar] What's New In Zoho Analytics: Q2 '20
Hi there! The arrival of the "new normal" is redefining the way businesses operate today. At Zoho, we have a finger on the pulse of these changes, as we're living them ourselves. This has enabled us to turn your changing business needs into powerful new features in Analytics. And now we're back with another edition of What's New in Zoho Analytics! Join us to learn about all the new and exciting functionalities we've built into the platform—functionalities that can further simplify the way you and
How do you group items based on occurrence
Dear Zoho Analytics Community, For a marketing report I'm working on we're tracking downloads of the content on our website. People that download will enter our CRM as Leads which will be nurtured at a later stage. We host over +50 downloads and of course people are able to download multiple pieces of content. This is what I would like to figure out. Let's say there are 5 people A, B, C, D and E. Person A: downloaded 5 items Person B: downloaded 3 items Person C: downloaded 5 items Person D: downloaded
How to fetch Vendor Bank Details i.e. Bank Name, A/c No, IFSC from Zoho Books to Zoho Analytics
Hi, I want to generate a report of Vendor Payments containing Venodr''s Bank details with Bank Name, A/c No and IFSC. But, can't see such fields in ZOHO FINANCE Data Source.
Passing Parameters to Report URLs
I was wondering if it is possible to pass a parameter to a report so you could filter based on the parameter. So let's say you have a report that has different Codes....High, Medium, Low...and you only want to show data that has a code of High. So you have a link to the report as such:- http://reports.zoho.com/ZDBDataSheetView.cc?OBJID=1111111111111&STANDALONE=true&privatelink=2222222222&ZDB_THEME_NAME=blue&REMTOOLBAR=true&Code=None Would be good if there was the ability to pass the Code=None query
Restore data of ZOHO Analytics
I did a data synchronization of ZOHO CRM to ZOHO Analytics where I unmarked a some tables in the synchronization, this action deleted graphics, dashboards and querys in my ZOHO Analytics account. In the trash are my graphics, dashboards and querys but I can't restore. I received this error: Sorry, view(s) cannot be restored. All or some of the selected view(s) have dependency over deleted columns of tables in a integration workspace (setup pulling data from another application), hence cannot be restored.
Zoho Analytics - Conditional Formatting in a Table
Conditional formatting can be done only against absolute value and not relative value when creating a table. This is quite misleading when we are looking at data for a set of time periods. The red/green up/down arrows are all showing in comparison with an absolute value that we feed in the background and not in relation to the value of previous time period. Please suggest if there is any way to do conditional formatting with relative values.
Remove unnessary date-time from X axis
How can I remove the unnecessary date-time from the X axis and only display the date-time for actual points on the chart? With Analytics randomly filling them in, it make the chart very difficult to read (see attached screenshot).
Ask the Experts #10: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We're hosting the online community event Ask the Experts #10 on 24th June 2020 between 05:00 AM - 10:00 AM PDT. If you've had any questions about the Zoho Analytics features or prefer to learn more, join the discussion with our product experts. Start posting your questions right away! We're looking forward to have an interactive session. Note: This isn't a webinar. This Q&A discussion happens right here on the online community forum. To participate, post your questions as a comment below
Margin calculation in pivot
Hi, I'm trying to add an aggregate calculation to a pivot table to calculate margin percentage. I'm adding the following formula: sum(("Sales Price" / "Cost Price" - 1) * 100) This does not seem to be working on aggregated levels. I have for an example a sales price of 10027 and cost of 9780. The calculation ends up with a result of 87.51 (would expect 2.5). Are there another solution to do this?
[Webinar] Align IT monitoring metrics and business KPIs using Advanced Analytics
Hi there! The rapid shift in the way organizations function in the current business world is driving them towards data-driven decisions to ensure uninterrupted operations. Join this webinar to learn how integrating Site24x7 (an IT monitoring solution) with Zoho Analytics (BI and analytics software), gives you a complete overview of your IT monitoring metrics and relevant business KPIs. These exhaustive business intelligence reports and dashboards can be used to correlate data and make better business
Load all data not only filtered data on refresh
Hi, Currently I do auto refreshes from Excel files i have on my OneDrive, sometimes those Excel files can have a filter on one of its columns and when ZOHO refreshes only the filtered data is loaded into the table, is there a way that all the data from the Excel file is refreshed every time nonetheless it has a column filtered or not? Thanks in advance!
New Features rolled out on June 11, 2020
Fill Chart with Pattern Now you can apply attractive patterns over your chart to enhance the visual appeal of your chart. You will find a set of prebuilt, pattern-based palettes. You can also create your own pattern palette to apply in your chart. This feature is of immense benefit for users with difficulty in identifying colors. Click here to learn more about the Pattern Palette. Import Data from Cloud Databases into an Existing table So far, Cloud Databases were listed as data source only when
How do I change the default date format for the entire organization?
We're located in the US but Analytics is showing dates in dd/MM/yyyy format which isn't the US format. How can I change the default date format to MM/dd/yyyy for the entire organization in Analytics? I know how to format a specific date column in a table but I don't want to have to do that for every date column every table we create. I need it to default to MM/dd/yyyy. Thanks!
Date issues with INNER JOIN
Experiencing a date issue when using INNER JOIN with zero results appearing. My table looks like the following and with a sub-query to find the latest "entry_date", then grouped by year and month and finally joined to the table to display the latest_date, type and amount. Original table entry_date (Date) amount (Currency) type (String) 2020-01-31 $1000 Income 2020-02-04 $2500 Income 2020-02-29 $3200 Income 2020-03-10 $2600 Income 2020-03-31 $4400 Income 2020-04-10 $2100 Income Expected output latest_date
How to add numbers instead of concatenating them?
Hello, I am having a very strange issue where two Decimal Numbers are being concatenated instead of added together. In my query I do the following: SELECT "A", "B", "A"+"B" FROM Table An example result that I get is: A B A+B 2 5 25 The expected result for A+B should be 7, not 25. It seems that the SQL is treating the columns A and B as strings instead of numbers. I've tried wrapping them in the to_decimal(), or cast(), and they have the same result. Does anyone have any ideas?
Schedule Email Help
Hi If I select email schedule for a report to go every 4 weeks do I need to set the report schedule that week to start? As I have 4 reports that are rotating (Report 1 - Week 1, Report 2 - Week 2, Report 3 - Week 3, Report 4 - Week 4) - they just rotate like that, not according to the week number of the month. For example, I have one report to be scheduled to be sent this friday and every 4 weeks after that. I assume I can set this report schedule today for this week. But I have another report
Custom Group of States Filter
Newbie here to Analytics. I've built a basic dashboard that gives us a good amount of what we need for a project, but I'm struggling with something that I'm not sure is possible. We have reps who handle groups of states and I'd like to create a custom filter for each of these groups that filters the Dashboard data to the relevant data. For Example: Group 1: NY, CA, TX, FL Group 2: NC, GA, MI, OH I'd like to create a filter labeled `Division` that has options of Group 1, Group 2, etc which updates
SQL Cumulative sum.
Hello guys, how are you doing? Thanks for the time answering this. I want to make a cumulative sum using a sql statement. Can you help me telling whats the error in this formula: select "data da operação","Cliente", (select sum(x."saldo inicial") + IF(x."TIPO"='SALDO INICIAL',0,if(sum(x."Quantidade")=0,sum(x."profit"),0))as "Patrimônio" from "Futura Completo" x where x."DATA DA OPERAÇÃO"<= "DATA DA OPERAÇÃO") as teste from "Futura Completo" order by t."DATA DA OPERAÇÃO" ? Tks Guys Leonardo Hermoso
Ask the Experts #9: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We're hosting our next online community event Ask the Experts #9 on 27th May 2020 between 05:00 AM - 10:00 AM PDT. If you've had any questions about the Zoho Analytics features or prefer to learn more, join the discussion with our product experts. Start posting your questions right away! We're looking forward to have an interactive session. Note: This isn't a webinar. This Q&A discussion happens right here on the online community forum. To participate, post your questions as a comment
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