Add Analytics function for Title case (capitalising each word in a string)
At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.Analytics SQL Queries should allow # as comment
# and // are very common for commenting in SQL. Not sure why analytics only allows /* and */ for commenting. Especially when # grays the line as if it's being commented out. This should be added for sure.Tabular View Report | Scale To Fit Screen
Please add the option to scale Tabular View reports to fit the screen. I constantly have to adjust the column size of Tabular View reports to fit various screen sizes and it just looks messy. You can see in the screenshot below there is a blank gap afterAllow non admins to create folders
I want to allow users in my company to create their own reporting based upon selected Datasources, however they currently can't create folders to save their work in. This can only be done by admins, which seems excessive. Is this possible ?Pivot table with Text values - "Matrix Report"
User Story - As a user, I would like the ability to display textual data in a two-way table, matrix format (text datatypes, not numerical datatypes displayed as a dimension) One major feature missing from the Pivot tables in Zoho Analytics is the abilityMap 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!How to send reports data in Slack integration alerts?
Hi, The data alert with slack integration is just sending the predefined message with link to view the report. Is there any provision to send the report data in the message body in Slack. For example, if the sales exceeds 10k, I would require to shareContainer - Zoho Analytics
Is it possible to use a container in Zoho Analytics to group reports and charts together for better visualization?Tooltip/ Explanation text on KPI Widget
Greetings! I have a report with multiples KPI widgets and I want to include a tooltip with a small text with an explanation of what that KPI means and where that value comes from. Is it possible? If not, there a way to explain to the final user the meaningDashboard last time refresh indicator
I have some dashboards open all day on the browser, and I refresh them several times on the day. It would be great to know when the dashboard was last refresh. Maybe we could have a widget that, when the dashboard is refresh, the widget get and display the time (a fixed time, not a clock), so we could have a "Last Time Refresh" indicator on the dashboard.Using Zoho API to update IP addresses to control access to Zoho Analytics views/dashboards
We are using IP restrictions to control access to Zoho Analytics views and dashboards. It would be very helpful to be able to add/remove allowed IP addresses via API.Conditional display and formatting of dashboard elements
It would be great if we could set conditions for whether or not to display dashboard elements and KPIs. For instance, in the settings for a given element, there could be an item that says "if the value/count/average/max/etc. of this columnNameData isCustom Sorting based on other columns in table
I need the ability to apply custom sorting to a text-based dimension in the X axis where the sorting is based on another column in the table. For example, I have a chart report where the X axis is a text label. I would like to be able to sort those textFiltering a View Based on User Identity
I am creating a report that contains data from several clients: A, B, C and D. I want each client to only see their own data when they login. Is there any way to automatically filter a view or dashboard in this way? For example, each row of data will contain a Client column, indicating which client it relates to. If I can indicate which client each user works for (jsmith@acme.com works for A corp), then I could match the user to the Client column. The alternative is to create a different sharedHow do I exclude a report form a user filter on a dashboard.
I have a dashboard that has a few reports on it. I want one of those reports to be EXCLUDED from the user filter at the top of the page. See here: https://monosnap.com/file/0S4RxVB0BM1MLHal8TyptlT6bdUF9o How do I do this? I have tried: Adding a filter on the report itself that is different than the user filter. Any other ideas? Thanks!Reset Password for Reports
Hello Is there away to reset password for scheduled reports in Analytics? If so, how can this be done?Formatting and conditional formatting for multiple columns
Dear Zoho, we're building user retention views where large tables have data where we need to color code the background depending on value in a field. We also have to change the data format (to percentage), and set the digits shown (to 1), and then createCan I sync "Notes"module from zoho CRM to analytics
Hello there, We are sync'ing zoho crm and analytics in the workspace. However, I cannot find the "Notes" module option in analytics sync set up while there is a "Notes" module in zoho crm. I would like to do some analysis in zoho analytics, however thisFirst item as default filter value
In a dashboard is there a way to set a default value of a user filter to the first item in the filter list? This way there is always some value selected when the dashboard is loaded. I cannot rely on setting the value statically because the values inHow to integrate dashboards from Zoho CRM into Zoho Analytics?
Hi all, We mainly rely on Zoho Analytics for our BI work, and I'd like to import the already made dashboard on Zoho CRM or other business apps into Zoho Analytics to have all the BI work in one place. I only want the dashboard, not the raw data. Is thatsend Alert to User Groups and not only per Email Id
Dear Team, How can I create an ALER message that will be sent to the specific User Group? We have 40 users who should receive alerts. It's really time consuming to add each email separately for each alert setting. Thank You , Ana JevaStacked bar chart - display the % value of the bar segment as a percentage of the bar total.
Hi, I'm trying to figure out if it is possible to create a stacked bar chart where we can display the % value of the bar segment as a percentage of the bar total. Please refer to the attached image "ZA_Stacked_bar" of what i mean. I would like this informationzoho analytics to do 3D bar map like Excel 3D maps graphs
Hello, It would be nice to have Zoho analytics do a 3D bar map like Excel 3D maps graphs see images:Multiple Axis Graphs
Hi, It would be great if you could pick which axis a series will be plotted on rather than each on their own or all on one as is current. Eg 2 series measuring volume plotted on one axis with a percentile line plotted on a second axis (currently you would have to have all 3 series on 3 separate axis or all on the same one).Geo Cluster Mapping as a Chart
I'm interested in having a report that I can use in a dashboard that will be a cluster map of data. I would want each point to contain the meta data from the fields of the table. As of right now, I am having to use batchgeo.com for mapping data, but everything else is generated from Zoho. Here is a sample to a live map.Add other layouts for geomaps
Hi there, We are trying to compare the evolution of our salescycle duration, using geomaps (to compare between countries). Today the only we found is to use pie charts. It does the job, but it's not well adapter. Can you consider adding bar charts?Linking Zoho modules in Reports
Hi, I find that we do reporting to Stakeholders in different Regional areas. This report includes: Projects in their area, Help Desk usage by end users in their area, enrollment Potentials from the CRM, and can also include Training Survey comments/answers. Currently, I use the Organization's zip code to then add addtional information, our designated Region names, and different grant/programs labels we participate with to add a columns. These columns are then used to filter dashboards to differentGauge Graphics
Dear Support, It'll be great if we have some Gauge Graphics at Zoho Reports. Could you tell us if is possible? Thanks. Paulo Miguel.Zoho Reports integration zoho campaign
How can I integrate Zoho Campaigns in Zoho Reports? We would like to compare different campaigns and build KPI dashboards. Many Thanks and best regards BjörnWhat graphics are available in Zoho?
Hi all, Thanks in advance for your help. So I'm trying out Zoho, to replace our current dashboard software which isn't particularly user friend. As an initial testing I'm trying to recreate what we currently produce...however wanted to find out if additional graphics are available. I currently use some thermometer, dial style graphics...is there anything like this available in Zoho? Cheers, JasonComments
Is it possible to include comments in the reports? Thank you in advanceAggregate Formula - Median Values?
I have a simple table like this: Item Value ===== ======== Apple 20 Apple 22 Apple 14 Apple 30 Orange 12 Orange 10 Orange 81 Orange 7 Orange 44 I need a way to get the median value for each 'Item' in the table. Using the Aggregate functionality with a pivot report seems like an ideal solution, however, 'Median' is not available as an aggregate function. If I were 'averaging' the numbers,Add "use filter" in the table query
For all reports is a function, and for queries only filter for each column. The users are not comfortable using it.Paged Report Dashboards
We love almost everything about this service. However, we still have to create reports that go to stakeholders by hand in powerpoint or google presentations. Its a laborious copy and paste exercise of screenshots from zoho charts and dashboards and pasted into another medium that adds no value. I'd like to see another concept on zoho that supports a paged report idea. A grouping of dashboards with fixed width and heights (page layouts) that can be reordered, etc., exported to a pdf and emailed automaticallySparklines
Hi, I was going through zoho reports and realized that we do not have sparklines in our reports. Sparklines in excel helps to summarize large columns of data in a single cell and is an ideal representational tool. I think it can be a great feature to incorporate in a report. Regards, ManishFeature Request: Add "Best Fit Line" (R-Squared) to data set on Scatter Plot
HI Zoho Reports Folks, Please add the ability to chart a "Best Fit Line" (i.e. R-Squared) to a scatter plot graph. It would also be nice if you could include a 'error line' around this best fit...so that you can visually see all of the data points that fall in inside the Best Fit Line +/- 20% (or some other threshold value mechanism) Cheers, TylerIntegration of zoho campaigns?
Is it possible to integrate also zoho.campaigns in zoho.reports? How can I integrate these applications? Many Thanks in advance and best regards BjörnCan you add WTD (Week to Date) to the Formulas?
Can you add WTD (Week to Date) to the formulas for both Zoho reports and Zoho creator? I love the MTD formula so much I'd love to use WTD. THanks! https://reports.wiki.zoho.com/Add-Formulas.htmlChange the default text in report
Hi, How can I change the text in a report: font, size. I can not find this option in the menu. Thank you very muchAbility to Filter by Search
A feature that would be very helpful to me is the ability to select any column containing text, and give the ability for a view mode filter, to search through for any specific text. The chart/graph would then update to contain only those records that contain any part of the text, search results. For example: Column 1 contains the text: A big red apple chair If I put into the search box: big, or apple, or chair or any words contained in the column, it would bring up the column 1 record text. Please
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We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What'sWhat's New in Zoho Analytics - October 2025
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Can I use a Standalone CRM Function as the Callback URL For Async Export Data API?
I am creating an export job using this API https://www.zoho.com/analytics/api/v2/bulk-api/export-data-async/create-export/view-id.html There is a "callbackUrl" key in the CONFIG object. I tried copying the URL for a standalone function in CRM which canIs it possible to sync data every 5–10 minutes in Zoho Analytics (CRM or Excel imports)?
Hello Team, I want to know if Zoho Analytics supports near real-time syncing of data from different sources. My requirements: I am importing data from Zoho CRM → Zoho Analytics I also have some datasets maintained in Excel/CSV I want both data sourcesHow to Rank Tables by Row Count in Descending Order
I am trying to understand the consume of lines that grow up so fast in the last week. Is there any way to create a pivot table or query to get TABLE NAME LINES in descending order?What's New in Zoho Analytics - November 2025
We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What'sBest practice to structure reporting to include events covering multiple months / quarters.
Hi, I'm new to Zoho, have some experience of more "enterprise" tools, looking for some input from the community. I'm looking to create a report that includes events that cover a long period, each event has a start / end date and I'm struggling undertanding
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What's New in Zoho Analytics - November 2025
We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What'sWhat's New in Zoho Analytics - October 2025
Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! ExtremeTip of the Week - Spot Risky Sales with Conditional Formatting
In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to applyWhat’s New in Zoho Analytics – September 2025
Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expandedAnnouncing Agentic AI - Ask Zia!
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