[Product Update] Zoho Projects and BugTracker Data Model Changes in Zoho Analytics Integration
Dear Zoho Projects and BugTracker integration users, As a continuous effort of enhancing our product with latest API versions, we are updating Zoho Projects and BugTracker APIs in the Zoho Analytics integration framework. As a part of this upgrade, the
📢 : Rewind with us – Zoho Analytics in 2023🗓️
As we wrap up 2023 and step into 2024, we at Zoho Analytics are grateful for all the customers who journeyed with us this year. While we look forward to continuously evolving and enriching your analytics experience, here's a glimpse back at some of our
sub-reports
I would love to have a full sub-reporting fetaure that allows me to join two reports in one and have headers and footer for sections. For example: - master header with document number, client, date   - details with products, quantity - master footer with document total
Date and time of Sync on X axis
I need a simple graph that will show me on certain values on Y axis for each day of the year. That could be for instance total amount of deals having a certain stage. Calculating that amount is not a problem. The problem is to have it show for every single
Cumulative total in a query table
Hello there, I would like to calculate a cumulative total of the column "elmCount" per customer in order to check when the total of the elmCount exceeds the limit. There is one limit per customer. In a normal SQL environment I would do it as follows:
Custom formula column in pivot report
hello I have a pivot table report in zoho reports (data source : Zoho crm). I need a column in this pivot report that can perform a calculation "column x - column y", column y being a total of several columns in the same report. I can see that adding a custom formula column is not available in a pivot report- or at least I have not been able to figure out how to do so. Is there a solution, please? Thank you
Real time data in dashboard
Hello. I would like to trace and display real time events. I will have a datamart (SQL) and I would like to acquire data in near real time from my SQL datamart. The best I can do in term of time interval is with every 'N' minutes where the lowest N is
Sort X-axis in web chart
Hi, I want to sort the categories that are in my X-axis for my web chart in a custom manner. That is, that I can self decide where the words are assigned to in the web-chart. Can someone tell me how to do so? Kind regards,
Expanding on Data Storytelling in ZAnalytics with an Executive Summary (with text based description and numbers)
Is it possible to create a template of some kind for use in a slide associated with data storytelling that will automatically capture and insert some key numbers (where XXX are shown) from a financial report like a Balance Sheet or an Income Statemen
Create Report from multiple databases
I have read through the Forums and it looks like the ability to create reports from multiple database was on the roadmap a year ago. Has there been any progress towards this end? I have 2 large (# of tables/relationships) Creator databases that are downloaded
Datawarehouse schema design for Zoho Reporting
Hi, Was trying to create star schema in Zoho Database and create dashboards on it. My Question is : 1)Do we have index option for faster data retrieval? 2)Any way we can create complex(more than one column) keys-Primary key?. Thnks
Timesheet Entries Have no Project Group
I have a Pivot View Report that I'm using for a weekly report, our Projects in Zoho projects are split into different groups, this report is summarising the total number of hours that have been booked against Project Groups. I have identified that there
New Features rolled out on December 21, 2023
Advanced Analytics for Typeform Zoho Analytics provides you with sophisticated reporting and analytical capabilities, over the data you collect using Typeform. Zoho Analytics provides comprehensive insights, allowing you to analyze survey responses, customer
Zoho Analytics - Crossed report from « potential » CRM module and Zoho Books (Estimate)
Hey everyone ! I would like to generate a report on Zoho Analytics including Potential module informations and books informations. Actually, i had made an integration with books and CRM (via Zoho Finance) So, i only create estimates in potential module.
Zoho Analytics Jotform Data Integration
Hi, I find this newly released tool to be a little bit frustrating. I have a multi option answer field in Jotform. It allows users to pick multiple answers (up to 40) to the question. When this goes into Jotform, they are semi-colon separated (as expected)
Original transactions Description in Accrual Transaction Data in Analytics
In Accrual Transaction report, in description column, fourmula is transaction no in that line item, instead we need actual description as per that particular transaction like invoice/CN/Payment etc. Can you create a query table for the same ?
How can I allow my users to choose a currency for a dashboard?
We have created a revenue dashboard with many charts for displaying various looks at historical revenue. The dataset hosts 3 different currency fields reflecting our global footprint. Typically, revenue is used as the y-axis in the collection of charts.
Sum - Running Total
I am having trouble creating a nice "Running Total" graph in Zoho Analytics. The problem is the source data doesn't necessarily have an entry for each month. The code below is how I create a Query Table which I use for the Graph. But for example they
Need Help with Generating a Report
I have 3 fields in the table. Field 1 is "product type" , Field 2 is "purchase value", Field 3 is "Purchase Date". Example Values Product Type Purchase Value Purchase Date Fruits 300 10/12/23 toys 200 10/12/23 fruits 50 11/12/23 toys 100 11/12/23 fruits
Week to Date Reporting
Hi, Just a quick one, was wondering if there was any way in which you could do week to date reporting but also use past weeks data the same, What we're looking for is basically something along the lines of a report that on a Thursday would should the
Merging multiple data tables
Hello, I have 2 data tables that I need to merge and present a unique table or report. Problem is that tables don't have the same number of columns, and some column are common to both table. I don't see how I can achieve that. I thought about using UNION,
Count_if doest not work properly if there is a quote in string
I am trying to count certain strings in a column but the formula breaks if the string has quotes. here is the code I used. count_if("column"."table" like '%I don't live here%') the single quote in the string is breaking the code and the formula doesn't
How can I remove duplicate entries in my Zoho Report?
I have a large database (of 80,000 records) and one of the columns contains duplicate values. How can I identify and remove these duplicate values? It's important that duplicates are identified in column "A" only. Thanks in advance.
2023 rundown: 40 key features in 40 minutes
2023 brought with it a range of game-changing trends in data and analytics—encompassing transformative capabilities in generative AI, advanced visualization, automated data preparation, and more. Heading into next year, our team at Zoho Analytics remains
Get the User Filter value in the Dashboard
Hi team, I have a dashboard with different reports, tables, and widgets in it. The dashboard has one user filter and it's a date filter. I need to be able to get the date value in the user filter. Please let me know how I can do that whether I should
Zoho Analytics - Charts are not updating for Dashboard
I have created a dashboard linking my Website Google Analytics, Zoho Campaigns and LinkedIn. Whenever I choose the date range - One Week, One Month, 3 Months etc. it does not change the Data. Am I missing something here?
How to Hide Previous year months
HI Team I Have created a Line chart for AR balance & Collection for FY 2023-24 monthly basis, but AR amount to be consider as Running total in order to get the closing balance for the month. If i put date filter and restricted only FY 23-24, AR will show
New Features rolled out on November 24, 2023
Hello users! We have a host of features and enhancements in store for you this month, ranging from new business application connectivity to robust security enhancements. Let's take a look at the latest updates to Zoho Analytics. Advanced Analytics for
Zoho 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
Getting a join error on a query table that has always worked before
Hello, I am getting a join error "Sorry, query execution failed as the columns used in the JOIN conditions might contain too many duplicate values. Please ensure that at-least one of the column used in JOIN condition contains unique values." This is a
Zoho Analytics Sync Interval
Hello Zoho team, I hope you're well. I'm wondering if it's possible to change the sync interval for specific data sources in Zoho Analytics from 3 hours to 1 hour. I need to sync certain data sources hourly to achieve real-time analytics on our wallboard.
Show date of a record on dashboard
Hello. I want to add widget/text which will show me the date when last deal was signed as well as how many days passed since the last deal signed. Is there any way I can do this? Date is defined in CRM under the DEAL field named "Date of order". Thank
Need advice on project
Hello, this request is rather generic and could resemble many of the previous ones and I apologize if this is the case. I'm currently doing a work-study programme in my 1st year of a Master's degree in IT and I've just been given a new project and I'd
Filtering based on Text Blocks
Hi I want to be able to create a number of text blocks within Zoho Analytics, whereby when a user chooses a fitler for a report X text block will show - is this possible?
No data is showing when importing GA4 to Zoho Analytics
I'm new in using Zoho Analytics and I already have several GA4 properties with lots of data. I tried to import the GA4 to my Zoho Analytics, but after the setup and check the dashboard it doesn't show any data at all. Tried it with the older UA and it
Total Data Widget
I`m writing to request your collaboration because when I use a Widget to count IDs the total data recorded in the database, but the total is not being reported. For example, if I have 30k id´s in the database, the Widget just report 28k. I have been waiting
[Databridge] Spawn EC2 machine with Databridge every 3 hours to run DataSource Syncronization job
Hi, currently I have a Databridge installed onpremise in a Mac machine that is always on. The syncronization between local DB and Zoho is configured to happen every 3 hours. I'm going to migrate DB to AWS and use an EC2 instance as the databridge. In
[Upcoming Webinar] Embedded Analytics: A faster route to modern, data-driven applications
Today's most innovative software takes advantage of next-gen embedded analytics offerings that speed development and power data-driven insights. Next-gen platforms are API-rich, enabling you to deliver concise and contextual analytics at decision points
What metrics do you track in your sales dashboard?
We need your help creating the ultimate sales dashboard. As you know, having the right metrics at your fingertips is critical for sales success. But with so much data to choose from, how do you decide what to track? That's where you come in! In the comments
Trying to get Zoho Marketing Automation to sync data into Zoho Analytics
Hey friends! I'm trying to use the beta data source of Zoho Marketing Automation of Zoho Analytics. Every time I click on the Zoho Marketing Automation box, I get a pop up that says, "Unexpected Error." Any ideas?
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