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 meaning
Balance Sheet and Trial Balance in Analytics Books Sample Not Balancing
I have connected Analytics to Books and when view the TB and Balance Sheet reports they are not in balance
Zoho analytics two column LookUp
If i have two tables that need to be joined matching two values from each table, lets say Columns 1 and 2 on both table. If i set in one table two lookups to the same table will it work? Or would I need to create a query table like so: SELECT Table1.[Columns]
Anypone document a jdbc for databricks connection?
It seems it takes hours to find a fix to every problem and once I find a fix there is a new issue, have not even gotten data into Zoho yet and there is no documentation on the topic. Anyone attempt to connect to databricks using a jdbc driver and have
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 team
Need a working ODBC/JDBC driver to get Zoho Data into Crrystal Reports XI
Need a working ODBC/JDBC driver to get Zoho Data into Crystal Reports XI William
Zoho Analytics - Custom Design
Is it possible to customize the design of Zoho Analytics by integrating it with Figma? I need more design flexibility for the dashboard, similar to what other BI platforms like Tableau offer.
Duplicate dropdown items
When there are duplicates in the dropdown items, selection isn't working properly. I've added attachment for your reference.
Create a race chart to show phase changes over time?
I would like to create a race chart showing the different phases an Account has been over time. Is it possible to do this with Zoho Analytics? If so, what do I put in the different fields: X, Y, colour, text, size, and the data (actual value, count, distinct
Create lookup between two module is not allowed
Hi , May I ask what is this msg means for?
How do I create a report for emails sent out
I want to create a report that shows the emails that were sent out to Leads. I see it can be done with Call but not with Emails. Any help? Thanks
Z Books Inventory Balance
I am trying to prepare a list of the stock on hand for each item and looking for the table in Books that contains this information
zoho analytics
Good day, Zoho team. I would like your help to find out if anyone, when creating a dashboard, can separate the chart by owner. In other words, can each owner have their own metric in the dashboard, or can it only be generated as a whole? I greatly appreciate
"The above query cannot be saved, a maximum of 3 levels of Query over Query tables only allowed."
Did this ever get fixed? Since we can't nest select functions, I need to do different group by clauses in separate queries to get data into one table. For example, I need the 6mo aggregate average and another calculation to get another number based on
Failed Sync Shopify Data Source
Since last tuesday im having some troubles with the Shopify Data source as it won't sync properly, leading every attempt to a failed sync.
Last sync time of a data source.
Hello, Is there a way to show last sync time of a data source in a report or a dashboard? also, is anyone facing shopify sync issue constantly.
Single Zoho Analytics connection to multiple QB Online Accounts
We have a requirement from Bookkeeping firm using Zoho Analytics to fetch data from multiple client QB Online accounts using single Zoho Analytics Account. Can you please confirm if single Zoho Analytics Account datasource can connect to multiple QB Online
What'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 data
Looking for help with Pivot tables.
Good day everyone, I am playing with some test data now, and I have a question. So I am using data that comes from Zoho Projects. I made a SQL query to combine 4 tables together and it all work fine. Now this is an image of the test data. I got all the
Calls module deleted on CRM, Sync Failures on Zoho Analytics
Recently the calls and meetings module was removed on crm side. Since it was removed, our zoho analytics sync is resulting in failures. I tried removing calls and meetings from the data sources edit setup menu but neither of them show up. Do I need to
Using Conditional Formatting in a Pivot Table (Zoho Reports)
Hi When will Conditional Formatting be available on Pivot Tables? Also, will we be able to format a column by comparing it to a value in another column e.g. If Service Level >= Target, Then GREEN Else RED Thanks, Sheila
People - Leave Tracker
I need to create a report that contains the leave tracker of the people in Zoho Analytics, but when integrating People I do not see the table with the information.
Showing % of total share for top ten buyers
Hi Guys I am trying to generate a report for Top 10 buyers and using the default Top 10 filter. But when I try sum > % of total, it only considers share among the top 10. I want to show the buyer's share of the total amount sold E.g. Total Sales: 1M Top
Sync failing with AWS RDS Aurora
Previously working sync is now often failing with the error: All is fine at the AWS end - maybe Zoho Analytics can't work with AWS anymore?
Dashboard 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.
Performing calculations with data in widgets
Hi there, I would like to know if it is possible to create custom summary widgets that rely on aggregate data from columns. For example, I want to calculate the ratio of qualified leads to sales, so if I have 40 sales and 400 qualified leads, the ratio
Merging 2 columns
Hi, I would like to merge two columns together (in the same table). One is a date type column and the other is a number type column.
Empty Cells and line counts
Good day, How can I present cells with no value\empty blank? When i have a total is there a way to hide the individual line count "1" and only show the total Thanks Rudy
How to capture last communication with customer
Hello, We're looking to run a report in Analytics against Desk that will identify the last public comment or the last reply to a customer. Is there a way to extract the last public comment date from tickets as well as the last reply to the contact? Thanks
How to change a table's Data Source (ex: from MariaDb to MongoDb)?
Hi, I have a table that receives it's data through a Custom Query performed on a MariaDb database and I would like to change the data source to a MongoDb collection (with the exact same columns/fields), but I can't find the option to do this (creating
Analytics not listening on 8443
Hi I've installed Zoho Analytics on-prem on Windows 10 a couple of times now and everything seems to go to plan and the service runs. I'm leaving the setup on the default port 8443, although I have changed this to try another port. But when I check listening
Missing data rows in Zoho QuickBooks Analytics
Dear All, We seems to be experiencing an issue where we are missing data rows at least one of the tables synced via Zoho Analytics QuickBooks Analytics. The Budget Details, and related Budgets, tables are not synced by default when establishing/setting
Urgent: Transferring Zoho Analytics organisation ownership and migrating Workspaces
Hi, we have quite a complicated issue to explain, so please bear with me as we urgently request support on it if anyone can please help us. Our contact at Zoho Analytics is on leave today so I'm really hoping someone here can help with the answer in their
Reporting on who booked a meeting
Good afternoon, We're using Analytics to pull data directly from CRM. One of the reports I'm trying to create is a 'Booked By'. In Leads we have a 'Meeting Date' (Date/Time) and 'Booked By' (User) field, which we use to generate a report on all meetings
I want Date Difference in Days
Hi I have a table where i want to calculate TAT from 2 columns one is from the date of submission of document to Claim paid date and another is Date of submission of document to till date. I am unable to achieve it with formula column please help me to
Quickbooks Profit & Loss
I wonder if anyone here has experienced any difficulty creating their Profit and Loss report in Zoho Analytics from Quickbooks. At first, I've synced our Invoices, Credit Memos, Journal Entries, and Deposit table along with their line items to create
Monthly averages based on "FULL" weeks in month
My data is set for a start day of the week being Monday. I want to pull monthly averages for our events that run on Mondays, Wednesdays, Thursdays and Sundays. The problem I run into is a monthly average for January 2024 runs Monday Jan 1st - Wednesday
Widgets Compare Values
Is there any way to compare 2 columns rather than just the latest and previous based on a date filter. So for example I have Sales Value and Sales Target. As part of the Widget I would like to compare the difference between these 2 based on the Year or
Pie Chart: Top 10 Values
Hi there. I am creating a pie chart where the sections (the x-axis) each represent a company, and the section sizes (the y-axis) represent the the sum of the respective company's revenue. I have added a filter that only includes the 10 companies with
What am I doing wrong or is not do able?
I am trying to create a report and group by specific field with a total count. If all I want is a total for the "full name," why is it giving a total for other fields? I would greatly appreciate any help. This is my pivot This is the result;
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