How to Rank Tables by Row Count in Descending Order
I am trying to understand the consume of lines that grow up so fast in the last week. Is there any way to create a pivot table or query to get TABLE NAME LINES in descending order?
How to display two measures (sales and price) divided by categories on one line chart
Hi everyone, I’m having trouble figuring out how to display two columns on a line chart with category breakdowns. What I need is a line chart where one line represents Sales and the other represents Price. However, the Price data is divided into around
Tip of the Week - Spot Risky Sales with Conditional Formatting
In Zoho Analytics, small tweaks can lead to big insights. One such feature is Conditional formatting based on other columns, your key to instantly spotting where sales success is overshadowed by product returns. Our tip this week shows you how to apply
Two Data Labels in Bar Chart
I need to create a bar chart that has both the SUM and COUNT. I've concatenated them into a formula but it converts it into a stacked bar / scattered chart. The bar chart is no longer accessible. Since i'm comparing YOY, it would be best to have it in
Tip of the Week - Extracting Data from JSON Columns
Let's say you are importing a CSV or Excel file into Zoho Analytics. What if the file contains a few columns in JSON format? This is where Zoho DataPrep, embedded right within Zoho Analytics, comes in handy. This week's tip explains how to extract data
How to properly setup Databridge on Linux Server?
Hello guys, i am running a Linux server on which I am installing the Zoho Databridge via command line. The Zoho tutorial ( https://help.zoho.com/portal/en/kb/analytics/user-guide/import-connect-to-data/databases-and-datalakes/articles/postgresql-3-3-2021#1_How_do_I_install_Zoho_Databridge
Problem with scheduled report sending in Zoho Analytics
Problem with scheduled report sending in Zoho Analytics. Reports are not sent due to size. How can I increase it?
Tip of the Week - Timeline User Filter for Dashboard
Does the Date User Filter in your Dashboard leave out a few reports from filtering? This happens when the reports are not created over the same table and the (time) column over which the user filter is created. To solve this, Zoho Reports has a Timeline User Filter. This filter applies the criteria on all reports, matching it with the best possible date column associated with a report. i.e., if your reports are based on a date column, then it will filter it for that data column. To know more on
Need Marketing specialist for Zoho client
HI, I am looking for someone to help a client with their social media marketing. I have set up Zoho for them, but they want to start various social media campaigns and are looking for a referral. This is for a marketing person who is familiar with Zoho
How to add a Data Updated As Of: dynamically in text?
I need to add a "Data Updated As Of" in the dashboard to show when was the last date the data was updated. I tried to create a widget but it does not look really good, see below. Is there a way I can do this through the text widget and update it automatically
How can I find invisible characters in my Deals table?
Hi, I'm using Zoho Analytics to investigate some formatting issues we've come across in our Deals from Zoho CRM and it seems that something's wrong with some of our records. Although we defined a global set to pick from in our "Lead Channel" picklist,
Solution of the Week: Financial Reports with Impactful Visuals
Finance reporting is a critical part of understanding an organization’s financial health. With Zoho Analytics, you can easily create dynamic reports such as Balance Sheets, Budget Statements, and Profit and Loss Statements. Now, with the release of Zoho
Solution of the Week - Multiple Organization Setup with Same Base Currency
You can use the Zoho Analytics integration with Zoho Finance to create financial statements like balance sheet or profit and loss statement easily. The integration setup can be done in two ways: Single Organization Setup Multiple Organizations Setup If
Tip of the Week - Dynamic URLs for Business Applications
Interactive data visualizations and dashboards help uncover and understand insights instantly. The dashboards created will be viewed and accessed by other organization members, so it's imperative for the dashboards and reports to be interactive. This
Tip of the Week - Split Columns in Zoho Analytics Table
Want to split a column containing distinct values into multiple columns in your Zoho Analytics table? The below video demonstrates how you can split columns in a Zoho Analytics table.
How to match colors for same label names in different charts on the same dashboard?
Hi, I'm having trouble with matching colors between two pie charts on the same dashboard. The issue is that I would like both charts to use the same colors for the same label names ("books", "crm_and_desk", etc), but I'm not able to do so neither using
How to show 2 date fields on the same line chart?
I have a projects table. The table has 2 date fields. One for when the task is started and one for when the task is completed. I want to show the total for each date field per year month. It works if I put one of them in the X-axis but I obviously can
How can I list all views (tables, queries, etc) related to a single dashboard?
Hi, I was wondering if it is possible to list all files / views related to each of my dashboards so that I can best relocate them in folders.
Tip of the Week - Geo Chart from Text Column
When your dataset contains geographical data columns (continent, country, county, state or city), Zoho Analytics automatically sets them to the corresponding Geo data type. However, there may be cases where the auto-identification may not happen. Like when too many data values are mis-spelt, or are empty, the Geo column may get identified as a Text column. You can still use the Text column and specify it as Geo data type in the Chart editor. The following animation explains how this is done (creating
Year to date comparisons in widgets
Hi, I want to know how to configure a widget to compare a metric's current value against its value in the previous year (at the same day/month point of time). For example, cumulative revenue from Jan 1st to June 20th 2024 compared to the same period last
Advanced formulas in Zoho Anayltics
Hello, I am looking for help creating some formulas in zoho analytics, I have a query table that takes data from multiple modules to put everything into one data source for easy job costing etc... I have employees time punches in here and what project
Solution of the Week : Consolidated Balance Sheet for Multiple Organizations with different base currencies
In the previous solution, we discussed in detail about creating a Multiple Organizations Setup with the same base currency. In this solution, we will be addressing the process of creating consolidated financial reports, such as a Balance sheet, for multiple
How to divide values from two different tables to create a ratio in a dashboard
Hi there, My name is Carolina and I tried to search on the community and online how to do a simple division in a dashboard, but I couldn't find an answer for that. For example: What I need to do is divide the Total Installations (134) by Total Appointments
Merging Cells
I wonder if someone could help me with this problem? I have looked through the forums and noticed that someone posted the same question as I'm about to last year, but it was not answered. OK....I have created a table with three columns and a number of rows. I would like to merge cells but can't seem to find a way to do it. Can anyone help with this?
Report of the Week - Packed Bubble Chart
Zoho Reports allows you to display large data points efficiently packed within a small space using the Packed Bubble Chart. Packed Bubble charts display the data as a cluster of bubbles. Data in the columns plotted define the size and color of the individual bubble. This provides an effective visualization in easily comparing the categories by looking at the size of the bubble. The below illustration shows how to create a packed bubble chart. The following are a few sample Packed Bubble Charts.
Solution of the Week - Consolidated Balance Sheet for multiple orgs, multiple countries with different base currencies
In the previous posts, we discussed how to create a consolidated balance sheet for scenarios using Zoho Analytics where multiple outlets operate within a single country using the same base currency, and for cases where there is an organization with a
Exporting Analytics Dashboards as PDF Reports
I am trying export PDF reports from analytics reports/dashboards that are aesthetically pleasing enough to send to clients. The native export has been a clunky process for me and the formatting has been inconsistent. Is there a 3rd party app that I can
Inventory Remaining Days
Hi, I would like to know if there is a way to have a report that is done automatically that shows how much days there is left for a SKU. This would be the formula : ''Available Stock''/(''Average sales per month for last 3 months'')= remaining month for
Understand Customer Purchase Behavior and Boost Sales with Market Basket Analysis
Delivering a personalized purchase experience is the key differentiator for businesses to increase sales and brand loyalty. Market basket analysis, also called affinity or association analysis, is a data mining technique that helps discover significant
Report of the Week - Stage Analysis
Potential stage history analysis helps you track the stage movement of each potential. Tracking the wins and fails helps you avoid repeating the mistakes of the past and define better processes to convert more potentials into wins. This week, let's see
Tip of the Week - Embed View into Zoho CRM with Dynamic Filter
You can embed the views created in Zoho Analytics into Zoho CRM as a Web Tab using the Permalink of the view. Zoho Analytics allows you to dynamically filter your embedded views based on the user logged in. You can achieve this using Variable. Using Variables you can embed the same report with different filters for each user thereby controlling the data that could be accessed by the users dynamically. The following video illustrates how to embed with a dynamic filter based on the users' email address.
Add a report to a widget
I have created a report with two formula columns, one of which is true/false. I would like to add this report using the formula column as a percentage (how many true/total) and show it in a widget. Please can you help me.
Report of the Week - Warehouse wise Inventory Aging Report over Finance Data
Slow moving stocks may lead to issues like expiry (in case of food items), obsolescence, and high holding costs. That's why you need the Inventory Aging Report. It helps you maintain a healthy business by tracking how quickly your inventory moves. It
Tip of the Week: Forecasting with what-if analysis
You make challenging decisions in your business everyday. These decisions, good or bad, determine the future of your business. Good decision-making often involves guess work—you guess the outcome of your actions against various external factors. Wouldn't
Get Zoho Analytics Data from the Table by Analytics API
Hello If you are looking for a solution to get the data of Zoho Analytics Data by the API, Please have a look below email = Zoho Analytics Owner Email workspaceName = Zoho Analytics Work Space Name viewName = Table / Report Name Scope will be use:- ZohoAnalytics.data/
Tip of the Week: Using Webhooks in Data Alerts for Automated Action Analytics
Are you tired of manually monitoring the data and afraid that you might miss key changes? Worry not. Zoho Analytics will monitor your data, and alert you when there is a significant change in any of the key business metrics. This enables you to take appropriate
Tip of the Week: Moving Calculation with Dynamic Window
Moving Calculations are ideal for analyzing data sets that fluctuate a lot. Be it stock prices, temperature, or daily sales trend, moving calculation allows you to identify the trend. It smoothens the noise of the random short-term fluctuations from your
Tip of the Week: Embed Ask Zia
Do you know that you can analyze your data right in your environment? Yes. Ask Zia, your smart BI assistant can help you do this. Embed Ask Zia in your sites and ask anything over your data, Ask Zia can hold a meaningful conversation with you and answer
Tip of the Week: Exclude from Dashboard Filter
Sometimes you want your reports to remain unchanged regardless of the filters applied in your dashboard. For example, if you have a report comparing current and previous year performance, filtering by year will make it lose its purpose. In Zoho Reports, you can easily choose to exclude a particular report in a dashboard from getting filtered using the Exclude Dashboard Filter option.
Data Storytelling with Zoho Analytics
Zoho Analytics is a unique self-service BI tool that comes with unique benefits. It is a reporting and analysis tool that targets at helping business users in a comprehensive way. With the use of individualized dashboards, over 76% of Zoho analytics businesses
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