ZOHO Reports - Filter Logic?
Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. MarkZoho Reports and Dashboards Continue to not Update Promptly After Successful Data Syncs
This has been an ongoing issue for ZA for sometime now and the Support response previously has been to claim caching or DB cluster issues: https://help.zoho.com/portal/en/community/topic/report-data-and-widgets-not-showing-latest-data https://help.zoho.com/portal/en/community/topic/zoho-much-slower-than-usualHow do you append all CSV files in folder using data bridge - i.e. like excels get data from folder function?
Currently we use Excel for our dashboards with power query and power pivot. The power query dataset is set to grab all csv files in a particular folder and append them together. (as we have a folder that automatically has a new sales file added to itAutomating Excel file upload in Zoho Analytics. How to organize it?
Hi everyone. I am just getting familiar with Zoho Analytics service and some questions have arisen. For generating several reports, I am using excel file which I upload to Zoho Analytics from my computer. Basically the excel spreadsheet grows by someShow missing data till current date only
Hello! Could you please help me solve this problem? On the Zoho Analytics chart, I need to display two metrics: cumulative sales of the current year and cumulative sales of the previous year. In the current year, there may be some weeks with no sales,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 abilitySort By Value Descending disappears when there are more than 2 Groupings
Hi - the Sort By feature in Table Charts is really critical and an excellent addition. However, when I add a second Groupings (i.e., Account Executive and Account Name), the option to "sort by value" disappears and only leaves "sort by label" - whichOctober working days not showing correctly using the Business_Days function
I tried to get the business days for October but I am getting 22 days instead of 23 days. there should be no holidays for this month. Am I doing something wrong?Working with Zoho IDs in Sheets - Eliminate Scientific Notation
When exporting a data table to Sheets from Analytics, it seems the 18-digit Zoho record ID values get screwed up going back and forth from scientific notation. Actual ID value from Analytics: 586138000007735001 Comes to Zoho Sheets as: 5.86138000007735E17Using the "Like" operator in Custom Formula
HI there, Can someone please explain the way to use the "LIKE" operator in an IF statement to compare strings? I have tried the following but am not getting the results I'm after. if( "CurrentStatus" like 'Rejected*','Unsuccessful','Pipeline') Thanks MattCompliance - ITAR
I was just reviewing your compliances, and noticed you do not have ITAR certification. Is this a certification you plan to get, if so what's the timeline? We currently use ZOHO for analytics, but some of your apps we cannot use due to your lack of ITARQuery in Analytics for tracking Physical Available For Sale from Books
Need: a query in Analytics on which we can build reports related to Physical Stock from Books items. In Books, each item has an Accounting Stock and a Physical Stock. In the settings you can toggle the 'Mode of Stock tracking' option and we have selectedQuicker Data Sync for Zoho Apps
I know that the team has been working on trimming down the sync time for Zoho CRM. This is a huge deal and much appreciated. I was wondering if Zoho has the same intentions with other Zoho Apps. We would love to see 1 hour (or quicker) sync times forFacebook Leads Table is not showing up in data source table list
Hi Team, We are doing facebook marketing and acquiring leads through it. So I would like to get the list of leads captured (form submissions) . We are getting the count of Form submissions in the table, but we are not getting the table for form submission.Hyperlinks in tables and summary views
I would like to have columns in my tables that link to a specified url but display custom text instead of the link itself. For example, in Excel, Google Docs and even Zoho Sheets there is a formula to display text with a hyperlink: https://sheet.zoho.com/functions#HYPERLINKHow to know / reach a column's ID from a table in Zoho Analytics?
Hi, I'm trying to find all the views that are dependent on a column I have in a Data Table in Zoho Analytics. The issue is that I'm having sync problems with Zoho CRM because there was this field whose type was changed recently and the import error simplyParsing of SQL query failed. Please check the SQL syntax.
I am trying to have Zoho Analytics recognize that if the a Deal is in Stage "Need Docs" it should also be counted as a Deal in the Stage "New Lead" /*New Lead*/ SELECT "ID" 'New Lead' AS "Stage" From "Deals" Where "Stage" = 'Need Docs' Union All ErrorTip of the Week - Dynamic URLs for Business Applications
Interactive data visualizations and dashboards help uncover and understand insights instantly. The dashboards created will be viewed and accessed by other organization members, so it's imperative for the dashboards and reports to be interactive. ThisURL data type - Link name & link address
Hi, I have a url data type filed called "link" in a table. I currently store the url address in this field. e.g. http://www.google.com I would like to show a link name instead, e.g. "Google" - Which points to http://www.google.com Is it possible to doExporting Pivot table in xlxs.
Good day everyone, I am trying to get 2 things done when exporting a pivot view to a xlsx format. First thing I would like to have templates like colors and other predefine choices. At the very leas I would like to be able to keep the color scheme weHow 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 shareZoho Analytics - Pivot: Lookup Column is showing IDs instead of their actual names
Hi, I'm new to Zoho and have no prior experience with the platform. Has anyone encountered a similar issue in a pivot table, where the values in the columns are showing as IDs instead of the actual names? See image: I am pulling these fields from a moduleIn Zoho Analytics picklist values are doubled because of translations
Hi, we have our CRM set in Italian by default, because of non Italian-speaking users we traslated all modules and fields in English, too. As a matter of fact, when I try and use picklist values as filters or dimensions in a chart in Zoho Analytics, theHow do I get a running total of active accounts in Zoho Analytic reports based on Layout change?
We currently have two types of layouts for accounts - "SQL Layout" & "Member Layout". Since we can't group multiple leads to a common point in Zoho, our work around is we now convert our leads after a demo to track all contacts associated with that company.Gantt Chart - Zoho Analytics
Are there any plans to add Gantt Charts capabilities to Zoho Analytics?Restricting usrs to access some sources
Hello, For one of my client, we want to have a new onboarding user to access Analytics to work on KPIs. However, we don't want him to have access to anything financial (ie Books, Invoices) What is the best way to set this user's permission in AnalyticsAnnouncing Zoho Analytics 6.0 - An AI Powered Self-Service BI & Analytics Platform!
At Zoho Analytics, our mission is to democratize analytics for everyone. We recognize that team members across an organization rely on data to make both simple and complex decisions every day. These tasks shouldn’t require ongoing support from IT andContainer - Zoho Analytics
Is it possible to use a container in Zoho Analytics to group reports and charts together for better visualization?Summary Table Export Issue - CSV only shows header row & no data
Hi there, I'm having an issue where my new Summary Report does not export correctly, if I export to CSV, the resulting file only contains the header row & no data. Any ideas what could be the issue here? Thanks, ARequesting option to export PDFs in landscape format
Kindly requesting option on this screen to choose landscape format for the PDF outputImport Hidden Excel Worksheets
Hi All, Seems a bit of a simple one however I have ran into some difficulty, we are wanting to automate the import of our sales data from our Point of Sale system into Zoho Analytics. Due to other complexities the only method that we can achieve thisZoho Analytics Dashboard Inconsistent Sizing
Hi there, When building a dashboard, the size and spacing of graphs, widgets and text does not change relative to the screen it is being viewed on. Attached are some examples. They are the same dashboard, but look different depending on the size of the[Fireside Chat on 6.0] Experience the AI powered self-service BI & Analytics platform
Ballooning data volumes at breakneck speed, expanding data diversity, the increasing importance of data management and governance, and the emerging complexities in analytics—BI vendors and customers are turning to cutting-edge technologies to addressGeo chart with few fields on the same coordinate
Hi, I have a data with 500 clients that I want to show on a map as a geo chart. I placed the clients with the name of the city but the problem is that when there is 2 or more clients with the same city name, all of them placed in the city center and theyZIA in Zoho Cliq
Is It possible to use the ZIA feature from Zoho Analytics in the Zoho Cliq?Average Leads Created per month/year/quarter
HI, I have recently integrated Zoho CRM with Zoho Reports for Advance Analytics. I created a report for Leads that shows me Leads created per week in a month say Week1: 10 Week2: 20 Week3: 30 Week4: 40 It shows the grand total i.e. 100 Now I also needDashboard into New Workspace
I created a dashboard in my current workspace, but due to access issues, I need to transfer the dashboard and all associated reports to a new workspace. How can I do this?How to Sync data on Table in shorter period
Hello there, Currently, the time frame on data sync for MSSQL tables I have created is 3 hours. I would need a shorter time frame for my data to sync to enable my reports to be rendered real-time. Kindly advise. Thank you.Create a live account count
Hi I am new to zoho analytics, trying to make a dashboard which is entirely customisable by date range. I want to create a widget with a count of live accounts. my accounts table has 3 columns which I need to reference. ID, created time, churn date IHow to Duplicate a Dashboard and Point the Duplicated Dashboard to a New/Different Dashboard
Is it possible to duplicate a dashboard view, its reports and point the duplicated dashboard to a new/different dashboard? If so, how do I achieve this?Next Page
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Dear Customers, Please be informed that the Amazon Seller Central will be deprecating the 'Inbound Transport Details' module APIs effective December 20, 2024. As a result, this module will no longer be supported in the Amazon Seller Central - Zoho Analytics[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 interactionsAnnouncing Zoho Analytics 6.0 - An AI Powered Self-Service BI & Analytics Platform!
At Zoho Analytics, our mission is to democratize analytics for everyone. We recognize that team members across an organization rely on data to make both simple and complex decisions every day. These tasks shouldn’t require ongoing support from IT and[Fireside Chat on 6.0] Experience the AI powered self-service BI & Analytics platform
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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 team
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Zoho Analytics: Requests for view access
Hello, We have a user that might request access to a certain view, report etc. However this request for access is being sent to different admins within the workspace, is is possible to set who the "approver" is of these requests? If not what are the rulesDouble Value in KPI - Zoho Analytics
Hi Team, I tried to implement this in Zoho Analytics but couldn't figure it out. Here's the scenario: I want to display the total number of tickets created, along with the count of closed and in-progress tickets, all in a single KPI. How can I achieveZoho Analytics Pivot Table - How to compare month vs last year same month
Hi, I had created a pivot table with setup as below: Column: - Delivery Date Row: - Customer Group Data as column - Total amount (sum > normal) (show data of the month) - Total amount (sum > % difference from previous value) (compare between this monthHow to suppress display of "USD" of currency field?
Cohort - Zoho Analytics
I am developing a cohort analysis in Zoho Analytics for Tickets/Service Desk, which tracks the number of tickets created each month and when those tickets were closed. I have added a user filter for classification. When I change the classification using
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Announcing Zoho Analytics 6.0 Beta!
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
As we start a new year in 2022, here's some of our top moments from 2021. Zoho Analytics in 2021[Customer Talk] PREMO Group's Analyst Interview at Zoho Day 2022
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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