Zoho Analytics 6.0 Beta

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 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.

    • Sticky Posts

    • 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

    • 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

    • We 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 constructing

    • 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

    • [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

    • Recent Topics

    • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

      Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.

    • Zoho Meeting iOS app update - Join breakout rooms, access polls, paste links and join sessions, in session host controls

      Hello, everyone! In the latest iOS version(v1.7) of the Zoho Meeting app, we have brought in support for the following features: Polls in meeting session Join Breakout rooms Paste link in join meeting screen Foreign time zone in the meeting details screen.

    • Calculate hours between 2 date/time fields

      Hi, Does anyone know if it is possible to get the number of hours between 2 date/time fields in a zoho crm custom function? Thanks, Michael

    • External ID validation.

      I added an external ID field as below in one of my custom modules: When creating records via the API using some value (eg: 762115b2-097e-43b2-bdba-f3924a5371a6) for this field, it works without any problem. I can create and even see the records on the

    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

    • Create a button that executes a customized function

      Hello, I have created a summary view in which I combine the data from my items table and suppliers table. I would like to know if there is the possibility of adding a button somewhere in the view to be able to execute a function when clicked on it. I

    • Custom field doesn't fill when converting sales order to invoice

      Hi, When I convert a Sales Order to an Invoice one of the custom fields on a product line names "Subsidie" does not seem to fill in automatically. I manually have to select the product again by clicking on the product name in the order line en re-select

    • Can I use ZOHO calendar to schedule a Youtube video that is already in my youtube account, but listed as private or unlisted?

      I am creating Youtube videos and shorts and then uploading them to our Channel so others can view and approve. Once approved I would like to just schedule them over the next few days within Zoho. So far it looks like I have to re-upload the video to Zoho

    • How to Display a Logo Image on a Public Form?

      I would like to display a logo image in the header of a form. To achieve this, I added an Add Notes field to the form. The code below works perfectly for Zoho users accessing the form. However, when the form is made public, the image does not load properly:

    • Advice for my first project in Zoho

      Hello, how can I design and implement a customized ERP and CRM system using Zoho to automate and manage core business functions, including customer relationship management, property inventory, sales tracking, and financial processes. This is one of my

    • Associate Email API Internal Error

      I am trying to associate an already existing email within a function using the Related Emails API. To provide more context, I also have admin permissions and have ensured that the fields are correct and that I have admin permissions when associating the

    • Profit on Sales order

      Hi, would it be possible to implement a column at the Sales order overview of Purchase amount? So a field with the amount of all purchase related to this Sales order? This is very usefull so you will see the profit you made on this deal. I tried to get

    • Subform Data in v2 REST API

      What is the mechanism for adding subform data in the Creator v2 REST APIs?  There is nothing documented in the Data APIs documentation (https://www.zoho.com/creator/help/api/v2/).   I was able to determine how to GET the subform data by adding it to the

    • Is the filename of an attachment restricted to only certain languages?

      Hi, I tried to create a file card in a notebook, but I encountered an issue: when the filename of an attachment is in languages other than the main ones (such as English, Japanese, or Simplified Chinese......), syncing stops or the filenames become garbled

    • How to create comparison time periods like these examples

      In a Pivot Report I would like to be able to select any date range and show a set of metrics for that date range e.g. revenue, orders, units sold. I would then like to be able to compare to the previous period based on the amount of days on the selected

    • Overwrite Option for custom modules

      Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25

    • Zoho Creator - Zoho Analytics

      I am facing an issue in Zoho Analytics where I am still seeing deleted data from the Zoho Creator form I created. Could you please look into this and let me know what needs to be done?

    • Unable to send emails

      I have this email parth@mrcolumbus.in, but I couldnt send outgoing email. Can you please help?

    • Notifications push : Encourager le réengagement et renforcer la fidélité des utilisateurs efficacement

      Vous avez déjà souhaité engager et communiquer de manière proactive avec les utilisateurs, y compris lorsqu'ils utilisent votre application de manière peu active ? Zoho Apptics vous offre déjà des fonctionnalités qui vous permettent d'évaluer la performance,

    • Easy way to delete attachments

      I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will

    • How to add new deal to existing contact

      Hi, I want to add new deal to existing contact.

    • Domain verification is in progress... (How long do I need to wait?)

      Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Data

    • email address autocomplete

      Is there a way to eliminate certain addresses from showing up in auto complete when entering an address? Many old and unused addresses currently show up, many of which I would like to get rid of. Thanks

    • Linking an email to a Contact when the email is sent in deluge via sendmail

      The "to:" address in this code is a CRM Contact. Email address is forced unique in CRM This sendmail gets sent via a workflow which is in a custom module. It works, except that the outbound email does not appear (i.e, get linked to) the Contact such that

    • How to restore deleted Field

      I edited a field in zoho form and by accident I deleted a field (email address). The form is ongoing to be filled by respondent. Then, when I checked to the all entries and report, the email address is gone. I checked in audit log, there is a record that

    • How to select multiple notes at once in the PC client?

      In the PC client, you can select notes using ctr+LMB. But why can't you use shift+LMB? PC version 3.2.0

    • How I can add customized Invoice

      Hi, I wanna use a customized Invoice, how i can add that

    • Zoho 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 month

    • Recorded imported goods

      I have imported some goods from a foreign vendor called ABC. to Bahrain. My Customs duty and VAT are paid by an agency called XYZ to authorities. I have paid the amounts to XYZ and they have paid to authorities in behalf of us using our TRN Number. Now

    • Notes created in mobile app not syncing with web notebook

      I have created certain notes in a new notebook in mobile app. The new notebook is also created using mobile app and when I logged in through web I am unable to see notebook that I have created using mobile app. there is no trace of notes in which i have created in mobile app on the web even after days of creating in mobile app This is not the case vise-a-versa. the notes and note book created on web are accessible on mobile app on real time.  this is very inconvenient and big demotivating factor

    • Match Transaction > Filter | Allow wildcards in search

      The Filter function is useful for narrowing down to a specific set of transactions. It would be useful to have the ability to use wildcards in search. e.g. customer name "starts with" or " * " as a placeholder. e.g. "National * " instead of "National

    • Marketing Automation Emails Going to Spam

      Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get this

    • Convert Request to Forum Topic

      I know you can convert a forum topic to a request and a request to a solution in the knowledge base, but how do you convert a request to a forum topic?  Is this possible?  If not is this a feature coming down the pipe in the near future? Thanks!

    • Zoho Sign / Prefill By You - Editable by Them!

      Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent.  What I would like is an option on the pre-filled by you fields, to leave them

    • Is the Contacts sync between Campaigns and CRM bi-directional?

      Is the Contacts sync between Campaigns and CRM bi-directional?

    • Task does not syncing to google calendar shedual

      Hi why does the tasks activities do not syncing with the google calendar like the event option does?

    • Bug with Zobot Human transfer

      I have configured the brand, the operator, and the Zobot in Spanish. However, no matter what I do, it always says "YES" instead of "Sí" or "Sure, why not " instead of "Claro, ¿por qué no?" when asking if the user wants to contact a human operator. The

    • This mobile number has been marked spam. Please contact support.

      Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?

    • Something went wrong. One or more fields contain errors

      I am getting this error but there is no way to debug what field is causing the issue . I have over 100 fields. Everything was working fine and then i fixed some fields that should have the same field names but had a typo and i am getting this error. It

    • Integrating Zoho Desk Instances from two separate organizations

      Is it possible to integrate Zoho Desk with an instance from another organization? For example, creating a ticket in one organization can cause the creation of a ticket in the second organization? Or certain tickets from one organization be viewable by

    • Next Page