How to get a Daily Average for the Total Sum of Each Group in my data table
I am working with a rather large data set (aprox 50k data points per day), where each row is a record that has a VOLUME and a GROUP identified within each record. Approximately 10 groups in total, and the dataset is 90 days of info. I am needing to display
Aggregate Formula for rolling 12 months
Hi I'm trying to change this YTD formula to be for the last rolling 12 months. I though that I could use a calculation on the Fiscal Month Number parameter but I can't find the right formula: YTD(count_if("Tasks (Zoho Projects)"."Status" = 'Closed' AND
Enhancement Suggestion: Tabular View Report Adj Header Row Height, Text Wrapping
The Tabular View Report is incredibly useful. However, even if you adjust a query to display a shorter version of the field name at the top of the column using the "As" statement, often the width of the field name is much wider than the data in the column. So it would be really helpful if you could have either adjustable row height for the top row or text wrapping with an automatic top row height adjustment that would allow for the field name to be displayed at any column width. This way you
Query That Is NOT A CASE SENSITIVE QUERY
Hi, How do you create a query that is not a case sensitive and will show all data that has the same value from the first word? For Example ================= | ID | Account Name | --------------------------- | 1 | Mike Studio | | 2
Limiting Access to Specific Tables in Analytics
I have multiple lead resources that need to create/maintain reports/dashboards for their areas. I want to limit the data tables they have access to, they should not see sensitive data, etc. from other areas. I don't want to manage multiple workspaces.
Migrating Zoho Analytics Integration from Google Universal Analytics (UA) to Google Analytics 4 (GA4)
Dear Customers, As Google announced, the deadline for migrating from Universal Analytics (UA) to Google Analytics 4 (GA4) is approaching. In light of this, we would like to provide you with updated instructions on how to handle the migration of reports
[Upcoming Webinar] 5 key practices for building informative analytics dashboards
Hi there! In today's data-driven world, the ability to deliver and consume insights in a concise yet effective way is crucial for businesses. A well-defined dashboard serves this need by facilitating a central hub of data insights that provide an at-a-glance
Zoho Analytics report alerts - support emailing a CSV file
In Zoho Analytics report alerts, there is ability to send an automated email with an attachment but the system does not give you an option for what file type to use for the report. It defaults to an HTML attachment. Instead, can you provide capability
Understanding trend line coefficients
I have a graph where i need to understand the trend. The graph is fairly simple, and the trend analysis should be linear, so y = ax + b. So for the below graph i would expect something like y = 16x + 5 (approximately) When I look at the details for the
How to use values of two widget in the third widget
Basically I want to use values of two widget in the 3rd widget. I have two widget with different values, I want the ratio of these two values in the 3rd widget. Help is really need. Thanks Ravindra
New Features rolled out on May 23, 2023
ChatGPT Integration We're excited to bring you the ChatGPT Integration, designed to simplify complex tasks like writing queries and formulas. You can also find public datasets right within Zoho Analytics without switching tabs, get help in creating formulas
Map-Pie chart / Slice Sizes all equal
Hello I am using the Map-Pie chart with a custom image. The image is below, and is a blueprint of my manufacturing floor for my machine shop. Each Box represents a different machine. Inside each box I have mapped out pie's charting the hours worked by
Integrating Page Speed into Reports
Does anyone know how to integrate Page Speed Insights into Zoho Analytics reports?
Is there any table or field to find out which projects are associated with a recurring invoice in Zoho Finance?
Is there any table or field to find out which projects are associated with a recurring invoice in Zoho Finance?
how to get median to work?
i can't seem to get the median custom formula to do anything. when i add it as an aggregate function, i get an error saying: "Sorry, cannot create a Aggregate Formula. You need to have an Aggregate function used in the formula. For other types of formula, use "Custom Formula" option." which is odd because median certainly feels like a function that would only apply in aggregate. when i create it as a custom formula field, it never gets any value.
Matching dates of 2 columns (fields)
Hello, I want to make a table with the number of visit reports created per person (counted number of visit reports created in a custom module in CRM) and a second column with the target visits (this is filled in a field on a report on each month created
ZOHO URL criteria on two tables
I'm trying to publish a dashboard for several companies by scheduling an email and giving them a URL for the dashboard per company. I have one dashboard with a user filter by company drop down on the whole dashboard. The dashboard consists of reports
Add Vertical Threshold
I would lik to suggest adding a vertical threshold so that a line can be drawn vertically and not just horizontally. This would be great to denote a certain event it time when time is the X axis. Can you please add this to the feature list? Makes the charts much more descriptive.
Quick response appreciated - Vertical line on line graph
Hi, I need to present a line graph showing historical and future data points. What I'd like to do is add a vertical line to denote the current date - to clearly show what is past and what is future. How can I achieve this please? Thank you Marc
Trying to partition data from Zoho Desk into Analytics when a Contact is associated with multiple accounts
I have an interesting use case wherein a contact is associated with multiple accounts in Desk. I created Desk tickets for each account associated with that contact. I then went to Zoho Analytics to look at dashboards. I added an account filter but all
Regarding Top 10 customers sales Manager wise
Hello, How to show top 10 customers Manager wise . I have row wise data customer and manager wise. But whenever i try to filter by top 10 rows , it shows only top 10 customers instead of Manager wise. I want to show data as below if suppose we have Manager A and Manager B : Manager Name- Customer Name -Row Total ----------------------------------------------------------------- Manager A -> customer 1 - > 10 Manager A -> customer 2 -> 30 . . . Manager A -> customer 10 -> 100 -------------------------------------------------
Fetch Record From Second Table in Aggregate Function
Hi, I need an Aggregate Function that counts the number of records in the Calls table that: 1 - Are associated to a Deal; AND 2 - The Deal associated to that Call is in a stage called "6 - Proposal Presented to Client". I am using the following function,
What's wrong with this formula column?
Was wondering if someone could possible look over this and tell me what is wrong with it. Please note that my aim is to have the bonus item, followed by its quantity in brackets, each on a new line, but only if there is a bonus item on that level, sort see what i mean? if("Bonus Item 5"='',if("Bonus Item 4"='',if("Bonus Item 3"='',if("Bonus Item 2"='',concat("Bonus Item 1 (Home-bred animal)",' (',"Bonus Item 1 Quantity",')')),concat("Bonus Item 1 (Home-bred animal)",' (',"Bonus Item 1 Quantity",')',CHAR(10),"Bonus
Continuous Failed Import
I have an import that continues to fail. It used to have a data prep step, but I deleted the data prep. Since I deleted the data prep (because it was failing), now the whole report continuously fails to import. I REALLY don't want to have to delete the
Reports Deleted
Hi Team, I login this morning and saw my Leads Dahsboard showing "View Deleted" on each report. I logged in and checked, Except three reports, each report under "Leads" folder of "Experitest CRM Reports" is deleted. I have like around 15 reports in there. Can you please quickly check what just happened and how can I recover those ? Thanks, Hasan
[Upcoming Webinar] 5 common data & analytics pitfalls businesses should avoid
Hi there! A study by Forbes revealed that 87% of organizations believe that data is their most underutilized asset. In order to bring down that percentage, BI vendors, analytics users, and other stakeholders are exploring many ways to enable businesses
Need help on reports (Actuals vs Plan)
Hey guys, I need some assistance on a problem im facing. Currently we have our actual numbers for our billable hours and revenue that we generate. We wanna compare this to our planned revenue and billable hours accross 2023. We have added a new dataset
Schedule a report at the end of the month
Hi I would like to schedule a report to be sent at the end of each month. If I set this to be sent on the 31st of each month what would happen for months that only have 30 days? Would this send on day 30 instead? Dan
Multiple IF calculation
I'm trying to write an if statement that is fairly complex. In Excel, the formula looks like this: +IF(E2<0.2,(F2*0.05)*0.7,IF(E2<0.4,(F2*0.15)*0.7,IF(E2>0.39,(F2*0.2)*0.7))) Using the value of a specific cell (depending upon if it is lower, between or above a certain value) I am applying one of 3 mathematical operations to a different cell for the result. When trying to "map" this style over to the "IF" statements in Analytics, I am receiving errors. Here is an example of the data I'm trying
Won / Lost Amount not showing
Hi there, No figures show up for won amount / lost amount even though there is data in the won / lost swimlanes in the CRM. We have an auto sync every 3 hours. Regards, Sarah
Using "NOT IN" in WHERE clause
I'm trying to exclude records from a query by using a "NOT IN" clause, but it's not giving me what I want. I even tried "NOT LIKE" I need to exclude the string 'Dev or internal testing' from a column with a mixture of blank cells, but when I run the query
Change Report/Dashboard Owner in Zoho Analytics
Need a way to change the ownership of a single report and a dashboard from one user to another.
Unable to view any reports, tables or dashboards
Hi everyone, I'm getting this error: Sorry, refresh operation of the underlying query table was aborted, as processing time exceeded the allowed time limit. Please try after some time. Contact support, if the issue persists It looks like it is happening
IF LIKE '%%' FORMULA COLUMN
I'm trying to create a formula column to search for a piece of text in a field using an IF statement, and return a value. Normally in SQL I would do something like IF("column" like '%abc%', 1, 0) but that doesn't seem to work. From what I can tell it's
Looking for a way to create custom date filter
Hello! I'm looking to create a custom date filter for some entries. I have a lot of transactions for multiple loans and I'm looking to create a custom date filter for the following case: Let's say that we start to receive our monthly amounts back. At
New Google Sheets
I have a Old Google Sheets file that I have migrated to the the New Google Sheets. When I try to import the new sheets file it will not import it. A box pops up asking to "Please authenticate with your Goggle account". I have had no luck getting past this and it does not happen when I import from an old sheet. Thank You,
Chart from Zoho Survey
Hi Zoho Team I have integrated Zoho Survey with Zoho Analytics, some of the surveys have scoring enabled I need to get that information from Zoho Analytics, I have checked individual responses an I found the information how ever I need to create a chart and some KPI's eventually Regards,
How to get Stage history in zoho report
I am trying to create a report in zoho advance analytical that fetches all the potentials which had a change in Stage during the past year but we can’t find any formula to get potentials whose Stage were changed past Year. Could you please help me to find formula available in the Reports section in Zoho CRM?
Error en los filtros
Saludos. Al intentar ingresar en los filtro de los gráficos que he realizado, y con los que he trabajado sin problemas hasta el presente, me aparece de manera intempestiva el siguiente mensaje: "El parámetro COLPARENTVIEWID no es apropiado (no se ha enviado o es menor que el recuento necesario)" Impidiendome continuar trabajando en los referidos graficos. Agradeceria su apoyo para solucionar la presente situación. Gracias.
Countif contains a certain text string
I'm trying to create an aggregate formula that counts all the rows in a column if it contains a certain text string. I can easily create the formula if it equals a certain test string, see below. countif("Table"."Column"='xyz') The formula above will count the row if the cell only contains "xyz". it will not count the row if the cell contains "xyz pdq". How do I change the formula to count the rows in a column if it a cell contains a "xyz" along with any other string?
Next Page