QBO Profit Margin Formula
I am trying to get a column to display Profit Margin as a %. I can get the right amount in $$ but the % is showing up inaccurately. Any Ideas? The Est Revenue is $18750, the cost is $8052.50 - Profit is $10697.50 and corresponding Profit should be 57.05%. This formula returns a value of 7.28??
Email Schedules
Hi Is it still the case you can only have 5 recipients for each email schedule (so if I require 10 people to receive a remport every week, I need to have 2 schedules) - this is a little ridiculous given that we would need to pay for extra email schedules because you can not send to as many recipients as you want like in the CRM Thankyou Natasha
Sum of aggregate formula column?
Hi! I created an aggregate column to take quantity * cost. The table however is not summing the total of individual items, rather it is multiplying the sum of items by the sum of cost. Is there a different way to set this up? Quantity Ordered Cost Total (Aggregate formula) Product 1 6 22.65 135.90 product 2 24 21.65 519.60 Product 3 42 2.25 94.50 Grand Summary: 72 47 3351.60
ZOHO Expense Integration with ZOHO Analytics
Dear Team, we like to integrate the ZOHO Expense with the ZOHO Analytics. Kindly guide us for the same.
Zoho Analytics Average issue
Hi guys, hope you're well.. I was trying to create chart with average price, average cost but there is a problem with the average in Zoho analytics.. If I create the same table in excel but in Zoho Analytics there is a few difference .. and in this point cents are important. 23 Zoho 1.91 .69 2.60 23 Excel 1.73 .63 2.73 same table, same information.. anyone with the same problem ? At this point I don't trust in Zoho anymore..
ZoHo vs Microsoft Access
Does ZoHo have an app that is comparable to Access? I am currently using ZoHo Analytics, but I want to be able to go further. I would like to use my database of info to run some queries, that would display a list of info based on specific parameters, perform a simple mathematical equation and export the info. I'd appreciate any info or help possible
[Webinar] Bridging the 4 gaps in Social Media before Business As Usual
Hi there! Recent shifts in the business world have brought about a new era in marketing. Social media marketing is back in vogue, and it will continue to impact online marketing for the foreseeable future. With minimal business operations running across the globe, now is the time to revisit your social media marketing metrics to realign your efforts for a changing world. Join this webinar to learn how teams can utilize this time to bridge the 4 gaps in social media marketing before business normalcy,
New Feature rolled out on May 28, 2020
Option to Disable Dynamic Drill Down An option to enable/disable Dynamic Drill Down in Charts is now available in the Chart Settings page. By default, the Dynamic Drill Down option will be enabled for the charts you create. You can now choose to disable it if needed, from the Settings page. Click here to learn more. Workspace & Explorer Enhancements Converting a sub-folder to a parent folder is now possible. You can now convert a sub-folder to a parent folder with just a single click. Another
Is that any document that provides the limitations of Zoho Analytics?
e.g. How many columns can be in a table.
Problem on setting data type from plain to "date and time"
Hi, folks. I have a table imported (and updating every hour) via API from my business platform. There is a column "CreatedAt" with a date and time of order creation. Example data in this column: 2020-05-28T02:10:35+0200 Seems normal, but ZOHO does not recognise this as a "date&time" column and imports as plain text. So, I try to set a new data type for this column. Here is how I do this and the problem I get. 1. Call the "change data type" command for a column, which is supposed to contain date&time.
Reporting on Reoccuring Tasks in Zoho Analytics
I am trying to report on Project Tasks that are created via reoccurrence. I am unable to see them when using Analytics to pull all task created for projects with duration time.
Zoho Analytics - Business Hour reporting doesn't use Business Hours
Hi, I've been having an issue where metrics that state they are reporting based on business hours, like "First response time (in Business Hours)" and "Total response time (in Business Hours)" but are being calculated based on 24 hour days (instead of the 9-5 business hours we have setup). Any help would be much appreciated. I've provided an example and more details in this ticket: https://help.zoho.com/portal/en/ticket/39690706
SQL Statement didn´t work
Dear community, for this SQL Statement: SELECT "TIME_PROPERTIES für USER"."USR_NAME.NAME", "TIME_PROPERTIES für USER"."TIME_PROPERTIES.Date", sum (case when "TIME_PROPERTIES für USER"."TIME_PROPERTIES.Date" = '2019' then "TIME_PROPERTIES für USER"."TIME_PROPERTIES.QTY" else 0 end) as "Summe 2019", sum (case when "TIME_PROPERTIES für USER"."TIME_PROPERTIES.Date" = '2020' then "TIME_PROPERTIES für USER"."TIME_PROPERTIES.QTY" else 0 end) as "Summe 2020" FROM "TIME_PROPERTIES
How do you report on the most recent stage change?
I'm trying to create a report that answers the question: When was this potential updated to its current stage? I have a report that draws on the Accounts, Potentials and Stage History tables synced from ZohoCRM. The problem is that if I am showing a report of open Potentials, the join with the Stage History table means that each stage is represented by a date. I only want to show the current stage and the date the Potential was changed to that stage. How do I do this?
Scheduled email report: sender is displayed with '...@mail.zohoanalytics.com'
Hi I have a few reports that I send out with scheduled emailing but on receiving the mail (as I am in cc) the senders name is displayed like this: Is there a way that only the pure email address appears? Thanks a lot in advance!
Combining Invoices and Credit Notes in Reports
Working on a Report using data from Zoho Books. I am trying to create a Monthly Revenue by Customer Summary Report which should include all Invoices and Credit Notes for a selected month, but as soon as I drop a Total from Credit Notes into Summarize column, only Customers with at least one Credit Note are showing in the table, all others who never had a Credit Note are gone. How can I avoid this, to include everyone?
SOLVED - Scroll Bar on Pivot Table Report
Hi Team, Does anyone know how to show the scroll bar on a Pivot table? I have a pivot table report in my dashboard, and the data scrolls below the end of the chart/report. I can see 17 rows based upon the height of the report in the dashboard. But I know there are more rows. I need to be able to scroll the pivot table without having to expand the report. Thanks Steve
Copy table/query result into other database
Hi, it's is possible to import data from other sources via a schedule into zoho database, but is it also possible to import data from another zoho database. I've got a table in another database which i want to import every x interval. Can someone help me? Regards, Osman
Getting a record from inception till last month
Am trying to select a query from inception till today, then get another query from inception till last month, subtract the two queries from each other, the result will be equal to this month record. e.g: QUERY select distinct "Name", sum("quantity") from "Table 1" group by "Name" The second query should be the same, but must not include thus month record. then i want to further subtract the two queries to get my desire record. How will i go about it. Thanks
Add target in pivot table
Hi, I have a pivot tabel with achieved sales per employee (column) and per producttype (row). The pivot table shows Grand total of sales per person. employee 1 employee 2 product 1 10 20 Product 2 30 10 Product 3 20 40 Grand total 60 70 Is it somehow possible to add a row with the target per sales person and the remaining sales? employee 1 employee 2 product 1 10 20 Product 2 30 10 Product 3 20 40 Grand total 60 70 Target 100 100 Remaining 40 30 Thanks! PS I know it's possible to add a target in
Stacked values in dial chart
Hi, It would be very clear to have stacked values (like you have in a stacked bar) in a dial chart. For example: no you can see the target and total turnover achieved from a seles person. It would be great when you can see the target, and total turnover specified by region or producttype. Thanks for looking into this!
How to get total from two different tables
I have two tables with the same structure, but different data sets. Eg: Client #1, and Client #2. I want to generate a summary chart that will total by month. I would like to get the total number of 'bookings' by month, but I want to total the number out of multiple data tables that exist in the same workspace. ideally, it would be good if I could point to different workspaces, but I have duplicated the data into a new 'Summar' Workspace to have a one-stop dashboard to provide an overview. Any clues
SOLVED - Cannot add a formula column that relates to date on the row
Cannot create a column using the formulas: Modifiedtime() or Createdtime() It generates a diagnostic error that then needs so be sent to Zoho.
Trendline
Hi, Does Zoho Reports not have trendline feature for graphs?
New Feature rolled out on May 13, 2020
Publish Within Organization Enhancement So far you can publish views to entire web users or users within your Zoho Analytics Organization. Now you can also publish reports and dashboard to users in your Zoho Organization. Click here to know how to publish within Organization. Column Level Publishing So far restricting selective columns is available only while sharing. Now you can publish selected columns from your table. This enables you to control what data your users get to see. This will
[Webinar] A Holistic Approach to Sales using Analytics
Hi there! Recent volatile business cycles have forced a rapid evolution of business-critical functions, like sales. We're officially in the Sales 2.0 era, where technology augments sales, but the big question is, "what lies ahead?" Join this webinar to prepare your teams for Sales 3.0—a holistic approach to sales. Learn about the skills needed to look beyond sales numbers for insights, using analytics. Register now. And don't worry, we've set up multiple time slots to ensure everyone has a chance
How many reports can I put in a dashboard?
How many reports can I put in a dashboard?
Show Amounts with difference next to them
Hello! I understand the process of creating a pivot table to show the difference year over year in total sales by Account, but I'm wondering if there's a way to get the year totals to show alongside the differences. Currently, my pivot table ends up looking like the below: Account 2016 2017 Total Total Amount First Account -5000 Second Account 7500 Third Account 6000 To get
Today vs. Yesterday sales difference
Hi, I have this table with (cumulative) sales by day: DATE AMOUNT 01/18/2013 11,750 01/14/2013 12,000 01/13/2013 11,500 I need to calculate automatically the difference by day so that the table would look like: DATE AMOUNT DIFFERENCE 01/18/2013 11,750 -250 01/14/2013 12,000 +500 01/13/2013 11,500 PLS NOTE 11,750-12,000 = -250 12,000-11,500 = +500 I do not have a record
Clone / Copy A Dashboard
I have an existing Dashboard I want to copy/clone and then modify. It currently returns results for All Users , I want to create version for specific individual users i.e. same widgets and reports but only shows results where Potential Owner equals 'Tom Smith'. Is this possible if so how? Thanks Roger
New Features rolled out on April 23, 2020
Trend Line We are happy to announce that Zoho Analytics now supports plotting Trend Lines in your charts. Trend Lines are used to identify the trend present in your data. Zoho Analytics can plot the past and future trend in your time series or number series data. Zoho Analytics provides five models to derive the Trend Line. They are Linear, Logarithmic, Exponential, Power, and Polynomial. Click here to know more about Trend Lines. Expand and Collapse Pivot View A new Expand/Collapse option is added
How do I do comparison charts with a group?
Is there a way to create on-the-fly group in Zoho analytics and compare the performance of a product/entity against the group? e.g. In this dashboard - I would like to compare the performance of a given Credit Union to its peers (ideally selected by users or hard-coded) https://culytics.com/blogs/cu-peer-benchmark. e.g. Performance of a credit union compared to all other in the same asset range and/or state. How can I achieve that functionality? The underlying data has data for each credit union.
Map Pie Chart - Pie Size & Legend Sort
Good day, How does one increase the pie size on the Map Pie Chart? Also, how can I sort the items in the legend into a custom order?
HELP -- Copy dashboard from one instance to another instance?
Hi All, I actually want to do what is suggested here (https://help.zoho.com/portal/community/topic/tip-of-the-week-templatizing-a-workspace), but I need to take the workspace and reports, etc to a different instance. I have multiple instances (on different servers), but the data structure is the same in all instances, (data sets are different). I would like to have the same dashboard in the different instances, but do not want to have to create them from scratch each time. Does anyone know how to
Ask the Experts #8: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We're all set to host our next online community event Ask the Experts #8 on 22nd April 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
[Webinar] The 5 key elements of successful BCPs | Responding to crisis using analytics and insights
Hi there! First off, we hope you're all staying safe and well during these trying times. Many organizations across the globe have swiftly implemented Business Continuity Plans (BCP) as a response to emerging uncertainties. Today, BCPs are well underway at most organizations. Join this webinar, where we'll revisit widely adopted BCP practices with the 5 key elements of successful BCPs. With them, we'll open up possibilities for organizations to respond to ongoing business challenges using analytics
Zoho Reports does not pull Bank Balances from Zoho Finance
Zoho Finance properly updates bank balances on a daily basis, but that data is not accessible by Zoho Reports. Zoho Finance might have good automated data transfer via Zoho Financial Analytics, but it completely excludes bank account balances. The bank account names, etc. migrate/update from Finance to Reports, but there is no transfer of the current bank balance values. This is sort of weird: the current bank balances for any company are very integral for analyzing data in Zoho Reports properly.
Capture of data
I would like to know how I can import data from a page that is not HTML, for example an open data page like this https://datosabiertos.bogota.gov.co/dataset/porcentaje-de-ocupacion-de-los-servicios-de-hospitalizacion-general-ucim-y-uci-en-bogota-d-c/resource/4911565b-4518-4931-93de-d117c10dbdce
How to convert minutes in hours
Hi, I am quite new to Analytics. I am synchronizing with Zoho Invoice. I import the time-sheets from Invoice. In Analytics, the time spent on a task is shown in Minutes (as the format is in Number). I would like to convert these minutes into hours (i.e. 135 minutes => 2h 15m) to be able to create a graph showing in Axis hours spent on a task (or per day, per week, etc ...). I guess I should use a formula inside the table, but I have no idea how to do that ! Could someone please help ? Thanks.
Time format adding 00 Dec 1900 to cell, Why?
I have an xlsx report that I upload to a table in Analytics that has a column of "Elapsed Time" that is represented HH:MM:ss (00:32:54). When I upload to the table the cells are populated with 00 Dec 1900. There is not any date formatting in the spreadsheet or the table. Why is this happening and how do I correct it?
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