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 has meticulously developed these functionalities with a focus on current and future business needs, incorporating valuable user & market feedback.
New capabilities in Zoho Analytics 6.0 Beta includes more data connectors, new visualizations, new interactions, advanced analytical models , the ability to build custom ML models, and 60+ features.

Note: 6.0 Beta is now available in all paid plans to try out. Features available in specific plans are annotated inline.
1. Data Connectors & Data Management
New Connectors
We are expanding our already available 500+ data connectors with 25+ new connectors for big data platforms and business applications that includes Yellowbricks, ClickHouse, Dremio, Zoho Connect, Zoho Marketing Automation, Zoho Backstage, Amazon Seller Central, Airtable and many more.

Also, managing data has now become easier with the following features -- Audit history, Sync history, and Import roll back.
Audit History
Audit logs are crucial for maintaining security and troubleshooting issues. They provide a comprehensive record of user and system Actions, including details of the time when the action occurred and information about the administrator who performed the action.

Sync History
Sync history provides a detailed record of data synchronization activities, making it easy for the administrators to track the status of each data sync. The sync operations are color-coded for immediate recognition. Successful data syncs are indicated in green, and failed data syncs are marked in red with the reasons for failure along with the necessary action to be taken.
Import Rollback 
Automated imports can sometimes have errors and inconsistencies in data, and this can affect the data quality and the results. The import rollback capability reverts the current data import version to its previous version without affecting the existing data flow and analysis, ensuring data integrity.
Unified Metrics
Workspace will have data imported from varied sources, and each data source or table will have different metrics (aggregates) computed for analysis. A unified metrics consolidates all the metrics used across the workspace, helps in standardization, promotes usage, and avoids duplication.
Data Bucketing
Categorize or group data points easily with the Bucket Columns options in Zoho Analytics. (Until now, users had to write formulas to achieve this; now, it is available as an inbuilt option.) Bucketing reduces the number of distinct values (cardinality). It facilitates the transformation of numerical data into different categorical bins and makes data analysis easier.
2. Visual Analytics
Zoho Analytics supports 7+ new chart types (on top of 50+ existing ones) with extensive customization options to enhance the presentation and interpretation of the data.
- Sankey charts are best suited for visualizing the flow of any process, as they clearly capture the movement of data from one point to another. It helps understand the movement of events through interconnected lines.
- Racing charts are animated views that are best suited for visualizing the changes in the data over a period of time where the relative ranking of categories is important. They highlight and help comprehend the fluctuations and progression in the data. These types of charts grab the user's attention instantly, providing an immersive experience and helping craft a compelling story about the data.
- Spark lines are compact charts that show the trends and variations in the data without taking up much space. They are widely used alongside pivot tables and help grasp trends and allow quick comparison of metrics across different fields. Zoho Analytics supports three variations that includes line chart, area chart, and bar chart.
- Geo Map Layering, add multiple data layers to the geo map to visualize various dimensions of information. This feature includes interactive options for enhanced data exploration.
- Sunburst charts represent hierarchical data through a series of rings, or concentric circles. Each ring corresponds to a level in the hierarchy. The central or innermost circle represents the root node, or the top-level category. Moving outwards, each subsequent ring represents a subcategory, where the outermost ring is the leaf node. The size of each arc in the ring is proportional to the value of the data.
- Conversion bar charts show the connected stages of a process and the gradual decrease in data as it moves through different stages of the process. Each stage is represented by a bar, with a step or stair case pattern indicating the shift in values (along with conversion percentage) at each stage.
- Tree Map is a visualization composed of differently-sized rectangles that represent your data values. This is beneficial when you want to depict the part to whole relationship among various categories.

Zia Suggestions
Now, with the new Zia Suggestions, you can effortlessly receive insightful chart recommendations while you are in the creation process. Zia suggests a variety of charts suggestions tailored to your data, allowing you to preview and apply them seamlessly with just a click.

Global User Filter in Dashboards
You can now have a common user filter across all tabs in the dashboard. Global user filter gets applied across all reports in all tabs of the dashboard.
3. Advanced Data Analytics
Zoho Analytics now supports two more advanced data analytics methods: Anomaly Detection and Cluster Analysis.
Anomaly Detection 
Anomaly detection helps you to flag outliers in your data or metrics easily. You can now create charts which highlight anomalous points visually for your attention and action. Zoho Analytics deploys robust ML algorithms and various statistical models for detecting outliers.
Cluster Analysis 
Cluster analysis groups similar data points together based on certain factors or conditions. Each cluster contains data points that are more similar to each other than to those in other clusters, reducing the complexity of the data. Zoho Analytics deploys K-means, K-modes and K-prototypes algorithms for clustering the data points.
Alerts Based on Threshold and Anomalies
Set data alerts based on thresholds and anomalies to ensure timely identification of vital change in the key business metrics and potential issues.
Ask Zia Bot in Microsoft Teams
Combine the generative AI capabilities of Zoho Analytics' Ask Zia with Microsoft Teams. Get answers to your data queries, access key business insights quickly, predict future trends, and build reports right from within Microsoft Teams with Ask Zia bot.
4. Build your ML Models with AutoML & Code Studio
Auto ML 
Automated machine learning provides a code-free (low-code/no-code) experience to train, verify, and build custom machine learning models with high efficiency. The simple and user-friendly design makes it possible for people with varied data-level expertise to create ML models easily for their custom needs.

Code Studio 
Python Code Studio enables you to build/import custom logic and ML models for your specific data preparation, transformation, enrichment, and analytical modeling needs.

5. Data Storytelling
BI Fabric
Create unified BI portals for your organization's business needs. Collate reports from other BI applications like Tableau and Power BI. Having a unified portal improves collaboration, promotes centralized accessibility, and makes it easy for C-level executives to make robust business decisions.
Visual Zia Insights
Zia Insights now provides visual narratives! Visuals help process information far more efficiently than lengthy text descriptions. These visuals facilitate multi-dimensional interpretations like comparison, contribution, distribution, trends and proportions.
Zia Insights -Multilingual Support
Zia Insights is now available in French and Spanish. Users can choose their preferred language when accessing Zia Insights for a specific report.
Export as PPT
Export multiple views as a Microsoft PowerPoint presentation. Enhance security by protecting the file with a password.
6. More enhancements
Rank within Filters
Identify and analyze top and bottom performers across various dimensions. The rank-based ability helps find the top or bottom performers within and across individual groups without having to write complex formulas.
Date and String data types in Aggregate Formula
Zoho Analytics now supports the date and plain text as return data types in aggregate functions. This improvement proves immensely beneficial in scenarios such as cohort analysis, project milestone tracking, and various other use cases.
White Label CSS Customization
Elevate the visual appeal of your white labeled product and align it with your brand through the CSS customization feature. This latest addition to Zoho Analytics enables you to customize text, colors, and more on pages, tabs, selections, hover options, enhancing the overall look and feel.
Right to left User Interface
Zoho Analytics now supports a right to left user interface. This option is best suited for languages like Arabic and Hebrew that are read from right to left.
Security
At Zoho Analytics, ensuring data privacy and security remains our topmost priority. We have implemented additional measures to strengthen security through the following enhancements.
Zoho Directory
Zoho Analytics' integration with Zoho Directory allows administrators to handle identity and user access management with ease. You can now easily setup Single Sign-on, setup Active Directory sync, manage user access, etc.,with Zoho Directory.
Workspace Level IP Restriction
Configure workspace-level IP restrictions for enhanced security and to prevent unauthorized access. Previously, IP restrictions were available only at the account level.
Zoho Analytics Mobile App
The Zoho Analytics Mobile app has been upgraded as a native app, optimized for your specific device. This enhancement provides faster loading times, high-quality visuals, and advanced security features specific to your device's operating system to protect your data.
Email Schedule APIs
A new set of APIs are now available for managing your email schedules. These APIs enable you to create, update, trigger and delete email schedules easily.
Features in Private Beta
ChatGPT in Ask Zia
Ask Zia now integrates with ChatGPT assisting you to write complex queries and formulas for effective data analysis.
Diagnostic Analysis
Zia insights now supports diagnostic analysis helping you understand the root causes for a certain outcome.
Custom Connector
Zoho Analytics now enables you create your own integration with third party applications.
Try Zoho Analytics 6.0 Beta!
Do try out the new features and share your valuable feedback with us at
support@zohoanalytics.com. Your suggestions are crucial to helping us improve and serve you better.
Recent Topics
Zoho Survey: Bulk Exporting Raw Data (CSV/Excel) from 100+ Individual Survey Projects
Hi Zoho Community, I am currently managing a 360-degree evaluation process that involves 100+ individual survey projects (one separate survey for each employee being evaluated). I need to download the raw response data (CSV or Excel) for all 100 surveys.
ERROR: Product type cannot be changed for Items having transactions.
I have mistakenly added a product type as goods for an item that was a digital service. Now when HSN/SAC became mandatory, this brought my attention to this error I did. So I tried changing the product type but it displayed this error message Product
Combine and hide invoice lines
In quickbooks we are able to create a invoice line that combines and hides invoices lines below. eg. Brochure design $1000 (total of lines below, the client can see this line) Graphic Design $600 (hidden but entered to reporting and
Include Notes in email templates for task
Hi there, I am setting up some automated email reminders via "setup-automation-workflow" to be send out when a task is being edited. I would like to include the "task notes" in the email. Is that possible? I do not find that field in the dropdown table when setting up the email template. Is it also possible to trigger the workflow rule when a new note is added to the task? In my opinion that should be quite essential, since a task update is often done by adding a new note to the task.... Also i
[Free webinar] Custom domains for portals in Zoho Creator - Creator Tech Connect
Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,
Remove my video
Hi, How can I remove my video so that I don't have to see myself. It's weird so I always remove my own video from what I see but cannot find this feature here. Thanks!
Marking a meeting 'done'.
I would like to somehow mark a meeting 'done' and placed under the contact's page rather than deleting it and having no record of it. Am I missing a button that does this?
Partial payments for retainer invoices
When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.
Can I export to PDF in Zoho Learn
I have seen help pages where export to pdf options are available but I do not see that option available from the application. I see that exprt is available in my free trial version but that is only to html pages. I need to be able to export my manuals
Service line items
Hello Latha, Could you please let me know the maximum number of service line items that can be added to a single work order? Thanks, Chethiya.
Sending emails via Books
Anyone else getting similar problems recently ??..... Hi, Your message to the following recipient was not delivered. Please find the details below. Bounce Details: Bounced Address : someone@google.com Bounce Reason : other ; Status : 5.0.0 (undefined status) ; Daignostic-Code : smtp;542 someone@google.com Rejected ; Bounced Time : Sep 05, 2017 06:37 PM BST Regards, Zoho Team The email addresses were fine only a few days ago but are now being rejected ?
PDF Generator Upgrade
Hi Team, What will happen if I don't make any changes for existing template. Zoho just ask us upgrade but haven't tell the benefit. Zoho Corporation
No Need To Fix Something That Is Working
Zoho Books is a great financial tool which helps businesses to become more efficient and productive with day-to-day operations. As such, every change, upgrade, improvement needs to be carefully thought before implemented in the software and I'm sure Zoho
Total Cost in reports showing zero
The image below shows my issue. The column Total Cost should show the cost to our company based on hours logged and the employee's rate. For instance, if the person working on Subtask 1 is paid 20/hr, then Total Cost should display $160 ($20x8 logged
Zoho Books (and other finance suite apps) - Retrospective Linking of Invoice and Sales Orders to Quotes.
In some cases, Quotes and Invoies may be created sperately instead of using the convert feature. In this feature request I am asking for the Finance Suite team to consider adding a lookup field to reference the quote on Invoices and Sales Orders, or some
Bring real app analytics into Zoho Creator apps with Zoho Apptics
We’re kicking off the year with a release we’ve been looking forward to for a long time. After being in the works for a while, Zoho Creator and Zoho Apptics are now officially integrated, bringing in-depth product analytics directly into the Zoho Creator
Early Access: Check Printing in Zoho Books
Hello Everyone, Are you constantly writing checks to pay your vendors? We've got a great news to share with you! You can now pay your vendors by writing and printing a check directly from Zoho Books. The feature is ready and we'll be rolling it out to our customers in phases. It is available in the US Edition of Zoho Books and also in the Global edition, where the country is selected as USA and the currency is USD. Here’s a summary of what’s possible: 1. Write and print a check. 2. Make
ZohoMail's outbound webhook sends incorrect folderId and messageId
I used a webhook (outbound) from within ZohoMail to send message details when a new message arrives that meets specific criteria. I received this data correctly. Now I want to get the attachment from this email message. When I made an api call using folder
Use URL field to populate Image in a Email Template
We have two records Record 1: Appointments (with a Lookup to Doctors module) Related Record 2: Doctors (with a URL field that is an image of the doctor) We would like to populate a CRM email template with the image of the URL field for the related doctor
Ability to add VAT to Retainer Invoices
Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices. It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe! So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes
Zoho Bookings Forge: A hands-on workshop series
Hello all! We’re hosting a five-part, hands-on workshop series to help you optimize Zoho Bookings for your business. In these sessions, we’ll cover key features, practical use cases, and clear steps to get started or improve your current setup. Here are
Introducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
Introducing Workqueue: your all-in-one view to manage daily work
Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales
Delete button
Hi, The delete button were hide into the three dot button. Can I display outside? why Zoho make this update?
Zoho Vault CLI for Developers and Automations
Hi everyone, If you're managing credentials in scripts, CI/CD pipelines, or automation workflows, Zoho Vault's Command Line Interface (CLI) can help you securely access and manage secrets directly from your terminal. Zoho Vault was launched in 2013 as
Zoho Subscriptions -- Zoho Commerce integration
Is there integration between Zoho Subscriptions and Zoho Commerce? I would like to create subscription plans in Zoho Subscritpions and list them for on my Zoho Commerce store.
Synching changes to Stripe when changes are made in Zoho Billing
We have a situation where we have merged customers in Zoho BIlling and then found out later that the payment in Stripe was not updated and still associated with the old customer record. The card gets updated and billed, but that payment is still associated
How can I link Products in a Deal Subform to the Products Module
Hello, I have a pricing subform on our Deals page and use a lookup field to associate a product with each line. I want to be able to look at a product page within the Products module and see a list of the deals connected to that product. I have this working
Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?
First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the
Business Hours with lunch break
Our business hours are: mon - fri 08:30 - 13:00, 15:00 - 18:30. How can I handle the lunch break? If I use 8:30 - 18:30 it obviously breaks SLA. Thanks
Enable Free External Collaboration on Notecards in Zoho Notebook
Hi Zoho Notebook Team, I would like to suggest a feature enhancement regarding external collaboration in Zoho Notebook. Currently, we can share notes with external users, and they are able to view the content without any issue. However, when these external
Zoho Commerce
Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not
Multi-currency in Zoho CRM Forecast and Reports
As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the sales
Zoho Projects Android and iOS app update: Conditional layout rules for Tasks
Hello everyone! Task conditional layout rules configured on the web app(projects.zoho.com) are now applied on the Zoho Projects Android and iOS app. Conditional layout rules can be set for the Add/ edit task form and it allows you to change the property
How to account for vat with postponed VAT accounting
Hi everyone, looking for some help with postponed VAT accounting, I use DHL express for my imports and they used to pay the VAT for me and then invoice me. I could then log this as a bill and the VAT element from import was recorded as input VAT, all
Is there a way to show contact emails in the Account?
I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
Zoho mail admin panel not opening
Zoho CRM WooCommerce Integrtation
Looking for a solution for my 50 client to show detailed analytics on source of traffic that led to events, leads, conversions. Hi all, I have not been able to find a workable guide or solution to how exactly step by step integrate the Zoho CRM with WooCommerce
500 internal server error on opening an iframe through a deluge script
Hi Team I am trying to open an external url in an iframe through my deluge script which is associated to a custom button . By doing this i am getting an "Internal Server Error" . Please can you help me with this.
Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss an exciting enhancement in Queries in Zoho CRM. In Kaizen #190, we discussed how Queries bridge gaps where native related lists fall short and power custom related
Next Page