Reporting on open pipeline value over time
I'd like to use the stage-history table to be able to look at how much our open pipeline of potentials was valued at at any given time in the past in order to compare it with the present. I don't see how to do this using the current table or how to join it to another table. Basically, I want to see a "snapshot" down to the level of the day of the value of the pipeline. This seems like it should be easy to do, but I can't figure out how to get a date column into the report. Stage history onlyContextual Information when Apply Filters
Hello, Let's say I had a pivot report looking at an "Accounts" table, if I had a user filter to select a specific account. When a user hover overs an individual option in the "Accounts" user filter, is it possible to have a pop-up display with additionalCan I limit the information shown in a chart without filtering underlying data?
Hey there, this is a thing that boggled me for a while in Analytics: Can I limit what's displayed in a chart without filtering out underlying data? Example: I have a simple table with historic sales data (date - revenue) and want to create a chart toMap chart - Can I remove the longitude, latitude and count that generated automatically in Tooltip?
Is there any way to remove this information in the Tooltip? I don't want to show the exact longitude, latitude, and Count. I just want to keep the columns I drag into Tooltip myself. Thanks!Make Widgets Clickable or Copiable
Hi, I created a KPI Widget in Zoho Analytics whose content I would like the users that see my dashboard could copy or click and be redirected elsewhere. Yes, I'm aware I can create a Text Box for that instead of a Widget, but the problem is that the linkDrill Through on Shared Dashboards
Hello, I have created a dashboard that I intend to share with my sales team. One of the reports on the dashboard includes a "drill through" option. In testing, my "sales rep" users are not able to access the Drill Through option or any drill down options,[Upcoming Webinar] Power up LinkedIn marketing with Advanced Analytics
Modern businesses are leveraging social media like never before to generate, retain, and expand their customer base while driving revenue. LinkedIn continues to be one of the most preferred marketing platforms for businesses. Based on our interactionsHow to troubleshoot Google Pub Sub beta connector in Zoho analytics
Hi We are working with another development team to get Google Pub Sub Stream connected with Analytics and they are receiving 400 errors and when I try to validate I get the following: Failure Reason(s) Stream data does not contain any matching columnIs it possible to have an Aggregate or a formula data column that only sums subtotals?
So I am trying to make a data columns that would only sum the subtotal. let me explain, I want to sums the hours worked of employes. I also need to split the hours when they reach 40 hours into another column. I can make this work perfectly with formulaHow to make one filter limit the display of another filter in a Dashboard?
Hi, I'm trying to do something similar to what this guy (his name is David) has described: https://help.zoho.com/portal/pt/community/topic/creating-two-dashboards-from-the-same-dataset-with-one-extra-filter . I followed all replies to his question and[Blog] Augmented Analytics in Healthcare
In Healthcare, achieving outcomes through innovation, at a lower cost, is more imperative now than ever. Find out more about how Analytics augmented with AI, can be an enabler in improving healthcare outcomes, from our ZohoAnalytics blog Read it fullyPivot Table on Campaign Members - Contacts and Contacts
see linked video https://workdrive.zohoexternal.com/external/a08bee671a33aa2bfbebe260af8a1150ff98d09fd43f7898ef5411396ba8c707How to create comparison time periods like these examples
In a Pivot Report I would like to be able to select any date range and show a set of metrics for that date range e.g. revenue, orders, units sold. I would then like to be able to compare to the previous period based on the amount of days on the selectedHow do I get the Text Account name instead of the Reference number?
Good Morning everyone! I am very new to zoho analytics. I'm trying to create some pivot tables and when I add the Account or Division name it comes up as a reference number. From my research, I need to use a lookup. I'm having a really hard time understandingCreating two dashboards from the same dataset with one extra filter
Hello everyone, I'm new to Zoho Analytics, so perhaps my approach has been overly complicated but hopefully somebody can guide me in the right direction. I have a dataset of names and each name has 5 values. I have created a chart with a look up filterPivot table has the maximum data points
When I make the pivot table that I need, he says: Data points exceed the maximum rows limit allowed in Pivot tables. 'Show Missing Values' option applied partially to show the pivot. But I only have 5 columns and maybe 80 rows. How is this possible? (IRestrict access to workspace
Hi I have a Workspace - I'd like to restrict access to this workspace to myself (the account admin) and 2 of the 5 organisation admins i.e I have workspace I'd like to keep 3 of the org admins from accessing. I don't want to change the 3 org admins toGoogle Ads Data Source - Full Conversion Window
For our Google Ads account, we have a 30-day conversion attribution window. Using the built-in data source of Google Ads does not seem to accurately sync this. I presume the issue is that conversions that happen after a given day's data has already beenDate Filtering - Zoho Analytics
Hello, Situation: Let's say you have a table called "Contracts", these contracts have a start and end date, and a report called current contracts has been built in Zoho Analytics. This report displays a list of contracts that are "active", meaning theyChange Data into Country
Hi Team, I've created a form in Zoho Creator to collect task details, including a multi-line field for countries. I extracted this data using a query table, but I cannot change the data type to Country. The alert message indicates that the conversionHow can I find invisible characters in my Deals table?
Hi, I'm using Zoho Analytics to investigate some formatting issues we've come across in our Deals from Zoho CRM and it seems that something's wrong with some of our records. Although we defined a global set to pick from in our "Lead Channel" picklist,Analytics Portal
I have the "standard plan" and want to explore the portal option; I activated the 15-day trial but do not see the pricing for the add-on. How can I get the price under "Upgrade add-ons." Thanks RudySharing reports via Cliq
Hi Team, I wanted to share my reports which I created in Zoho Analytics to specific groups in Zoho Cliq. How can I enable this feature? FYI: I couldn't find the Cliq Integration in Zoho Analytics Settings.Waterfall Chart
Hello, I would like to create a waterfall chart on Zoho analytics which shows the movement in changes of budget throughout a few months, on a weekly basis. Should look something like the picture below. Does anyone know how to?Tip of the Week - Conditional Formatting Chart
Conditional formatting allows you to highlight your data series based on a pattern or a trend in your data. This makes it easy for you to identify when your data reaches certain values or when it deviates from the trend. Zoho Analytics allows you toSolution of the Week: Financial Reports with Impactful Visuals
Finance reporting is a critical part of understanding an organization’s financial health. With Zoho Analytics, you can easily create dynamic reports such as Balance Sheets, Budget Statements, and Profit and Loss Statements. Now, with the release of ZohoTransfer image url from Zoho Forms to Zoho Analytics
I am storing an image in a zoho form. When I pull the data from the form into zoho analytics the image field does not import. How do I pull in the image url location or the image into Zoho Analytics.I want to know the gross profit by sales person. How?
Kindly guide me how to know the amount of gross profit which is calculated on the basis of sales person. That means, how much is the amount of gross profit made by a particular sales person.ZIP Codes not Available on Zoho Analytics
Hi, I'm currently trying to create a Chart Map in Zoho Analytics, but I'm struggling to get all my data points displayed because not all ZIP codes from my database are available in Zoho, even though they are valid sequences. I can't provide a specificHow can I account for business hours when measuring first response time SLA?
I am just starting to use Zoho Reports for our ServiceDesk Plus. It appears that first response time is measured over 24hr period. For example, in the Average First Response Time report and Average First Response Time by Technician. I'm hoping to get some help in figuring out how to account for the operational hours that we have defined in SDP? Thank you for your help -MarkSolution of the Week - Multiple Organization Setup with Same Base Currency
You can use the Zoho Analytics integration with Zoho Finance to create financial statements like balance sheet or profit and loss statement easily. The integration setup can be done in two ways: Single Organization Setup Multiple Organizations Setup IfCASE function in SQL Query Table
I have 2 Data Tables coming from different sources syncing into the same workspace. I have several columns (Columns A – G) from Data Table 1 and 1 Column from Data Table 2 (Column B) that I want to show up in a Query table. DT 1 and DT 2 are joined byZoho Analytics Balance Sheet Opening Balance
I have recently linked our Zoho Analytics account to Xero however I have found that all the standard balance sheet reports in Zoho Analytics along with any new ones I try to create are incorrect as Zoho Analytics does not import an opening balance. HowSupport for FULL OUTER JOIN in Query Tables
That's all. Thanks in advance, EduardoTime Format from Decimal Number to Hours and Minutes (hh:mm)
I have been using Zoho Analytics for some time now, and I have a query table that combines data from three datasheets (Calls, Desk and Projects data coming from different Zoho moduels). One of the columns contains Hours, as a decimal number, eg. 0.75Conditional formating entire row ?
2 quick questions. Question 1. Is it possible to have a conditional from a single cell change the entire row ? Let's say for example if the column total hours is greater then 40 to have the entire row change color and not just that cell ? If not is itLeft padding integer with spaces
Hi, I have a table that contains integers. I need to left pad the integers with blanks and a length of 5 characters. E.g. Table contains following integers (data type is integer). CustKey (column) 1 2 3 In SQL, I used the LPAD function - LPAD(CustKey, 5, ' '). However, this does not add the spaces in front. It just returns the integers in the same way as the original table. However, if I used LPAD(CustKey, 5, '0') then the query correctly returns: 00001 00002 00003 However, I want the spaces - notError Authentication type 10 is not supported
Al conectar Zoho Databridge con Postgresql mostro el error : Authentication type 10 is not supported 2. I get this message "Authentication type 10 is not supported". How do I resolve this? Zoho Analytics uses the MD-5 password authentication method. IfHow can I create a range of dates in Zoho Analytics Query Table?
Hi, I'm trying to create an auxiliar list of dates for using in a JOIN with another table as default values for the months where I have no data. I'll attach the SQL query I wrote so far, please take a look at it. The problem is that I can't do exactlyIs it possible to assign Y axis fields to different stacks in stacked bar charts?
Is it possible to create multiple stacked bar charts for individual fields? I know this can be done if you use the 'Color' option to cut a bar across a field (technically it is not a stacked bar with respect to the Y axis fields, but works in many cases).Next Page
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How to create comparison time periods like these examples
In a Pivot Report I would like to be able to select any date range and show a set of metrics for that date range e.g. revenue, orders, units sold. I would then like to be able to compare to the previous period based on the amount of days on the selectedSharing reports via Cliq
Hi Team, I wanted to share my reports which I created in Zoho Analytics to specific groups in Zoho Cliq. How can I enable this feature? FYI: I couldn't find the Cliq Integration in Zoho Analytics Settings.Is it possible to have an Aggregate or a formula data column that only sums subtotals?
So I am trying to make a data columns that would only sum the subtotal. let me explain, I want to sums the hours worked of employes. I also need to split the hours when they reach 40 hours into another column. I can make this work perfectly with formulaSolution of the Week: Financial Reports with Impactful Visuals
Finance reporting is a critical part of understanding an organization’s financial health. With Zoho Analytics, you can easily create dynamic reports such as Balance Sheets, Budget Statements, and Profit and Loss Statements. Now, with the release of ZohoContextual Information when Apply Filters
Hello, Let's say I had a pivot report looking at an "Accounts" table, if I had a user filter to select a specific account. When a user hover overs an individual option in the "Accounts" user filter, is it possible to have a pop-up display with additional
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We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics teamWhat's New in Zoho Analytics - August 2024
Hello Users! We are back with the latest updates and enhancements made to Zoho Analytics. Keep reading to learn more about them. Connect to the data hosted in the cloud without allow-listing the IP addresses Utilize Zoho Databridge to connect to the dataWe are coming to your city! Zoho Analytics Community Meetup
Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructingZoho Analytics: 2021 Look Back
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Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution. Hear more from Claudio Cabeza, Director at PREMO
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