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
Including all data from weeks overlapping with range set in a dashboard's user filter
Problem: I have a dashboard that displays Deal analytics. Some of the reports summarize deals by week, however, since the endpoints of the user timeline filter may not necessarily fall on the first/last day of a week, those weekly reports will not show
Tip of the Week: Monitor your Business with Data Alerts
Data alerts are the go-to solution when it comes to enhanced monitoring of a business. They help us identify the outliers, the anomalies, unusual potentially dangerous circumstances, and take decisions swiftly. For example, using data alerts you can start
How to use OR when filtering using two fields
I want to create return a list of Account Names by filtering on Field1 = "yes" OR Field 2 = "no" I can't see how to use the OR in the filter.
Creating accounts map
Hello, I have a database of companies (accounts) in ZOHO CRM linked with ZOHO ANALYTICS. I have several informations on them, including Zip Code, adress, etc. I really need to plot them on an interactive map, but i have a problem using Map Charts in analytics
Report of the Week - Pareto Chart
A Pareto Chart helps identify the frequency of a factor (count) and its cumulative impact. The chart is a combination of a bar and a line chart. The bar represents the count of the components being analyzed and the line represents the cumulative impact
Tip of the Week - Improve Data Comprehension using Expand and Collapse option in pivot table
A pivot table is the best choice when you need to sort and summarize large amounts of data for analysis. A pivot table may have many levels of information grouped into categories and sub categories. This can make the pivot table look complex, and difficult
Solution of the Week: Top N within categories
Consider the sales data spread across days, regions, product categories, products, customers. And you want to know the Top 10 products in each year. If you try to do a simple Top 'N' filter, it will club everything up and show the 10 rows with the most
Tip of the Week - How Zoho Analytics' variables can be a constant handy Filter?
Want to share only selected/partial data from your chart to a particular group/users? For e.g., say you want to share a chart containing complete details of the company to the employees with access only to their department data, or say you want to share
Tip of the week: Forecasting options and examples
Zoho Analytics offers a lot of forecasting functions. You can read a detailed help document explaining the forecasting features in Zoho Analytics. In addition to it, we have made a slide show that shows how the different options available when applied
Tip of the Week: Nested If Function
Zoho Analytics allows you to define your own powerful formulas to meet your specific reporting requirements. Among the various other in-built formulas available in Zoho Analytics, this segment is about the Nested If function. The Nested If function returns different values for different conditions. They are used to test multiple criteria and take action based on the test results. For example, you can use the Nested If function to categorize: The customer ratings as detractors, passives, and promoters
Representing Report as Widget %
Hiya, I have the below report which calculates engagement with user satisfaction surveys. I want to aggregate the 'good and bad' into 1 value, and compare this with the 'offered' value as a percentage. Is there an easy way to do this? Ideally want to
% Of Year Gone By in Report
Hi! I want to make a widget or a report that tracks with what % of the year has passed so far for task management. Would I need a dataset with this info to do this, and if so what would it need to contain? The data I work with atm involves tickets that
Sales plan vs realisation
Hi! I have 2 tables, one with sales plan per person per product per month and second one with realisation of sales. To keep it simple: Sales plan Month Seller ID Item ID Target Value Sales realisation Date Seller ID Item ID Target Value Is there any way
Report of the Week - Leads to Deals Conversion Cohort
The goal of any business is to sell more. For this to happen, you try to convert more valid leads into potential customers. Lead Conversion Cohort helps you identify how effective your company is at converting leads into customers. It also tells you how
Templates in Analytics
Hi, I have set up a Query Table in Analytics which shows exactly the data I need from an API based import. According to the KB, I can export that template and import into another Workspace, but how can I use it in the SAMER Workspace but for a different
Report of Week - Customer Preferred Brands over Finance Data
People tend to choose a few brands over the other. The popularity of the brand or the quality attached to it makes consumers gravitate toward the brand names. Understanding the customers' purchase behavior and measuring their brand preference is vital
Protect view via token or URL encoded password
HI, I want to know if this is possible please? I have a View in Zoho Analytics that I do not want to be publicly accessible, but I do want someone with the correct URL to be able to access it without a password. This sounds like nonsense, but hear me
Event performance measuring
Hi all, I'm re- building reports and dashboards in my org to measure event performance from our salesforce. We obviously take in account sales activities (meetings, calls and tasks) and amount of won deals and revenue as key metrics. My question would
How do I set my Analytics Workspace as Shared
I added a new workspace for Zoho PEOPLE to my Analytics Workspaces. A previous ADMIN had added other workspaces which all show as SHARED. How do I SHARE the PEOPLE workspace which currently is listed as Owned rather than Shared TIA Greg
Report of the Week - Top N Items in Each Category
This week, let us see how to create a report that lists top 5 in each category. You can apply this in various scenarios such as top selling product in each category, top performing agents in each department, top customers in each region, etc., Let us
Alternative to Decomposition Tree in Zoho Analytics
Does Zoho Analytics provide a view/chart that has the ability to drill down across multiple dimensions at once, similar to Power BI's Decomposition Tree? Any suggestions/tips would be appreciated. Thanks!
Bugs in each Task based on Priority and Severity
The Task Issue Mapping module in Advance Analytics for Zoho Projects allows you to map the Bugs with the associated Tasks. This enables you to analyze the number of bugs raised for each task across Projects. For example, the following report illustrates
On-Premise or Cloud
What is the difference between Zoho Analytics On-premise or online? Under what circumstances it is better to implement on-premise or online?
Report of the Week: Comparison Between Static and Dynamic Metric Values:
Imagine you can create just one report to access the business performance for the last 12 months? For example, if you want to compare your business's expenses to its various performance parameters like: Conversion Rate, Retention Rate, Addition Trend
Zoho Analytics | Quarterly Newsletter | Q3 2022
Hello Everyone! We hope all of you are safe and well! Zoho Analytics - Q3 Quarterly Newsletter is out! Check out the newsletter (attachment) to know all about our new features, recognitions, webinars, blogs, and many more exciting things. Do let us know
Embedding dashboard for mobile browsing
Hello folks, i successfully embedded my dashboard in my website via iframe, and works fine from desktop but is stuck from mobile. We cannot scroll the iframe and the reports are very heavy for the browser. Does anyone have a workaround that doesn't involve using the Zoho mobile app?
Report of the Week: Top Tags in Zoho Projects
Advanced Analytics for Zoho Projects now supports the "Tags" module. This enables you to create reports over the Tags in Tasks, Bugs, Milestone, Projects and Timesheet modules. This week let's see how to create a report over your Tags data. Follow the
Tip of the Week - Report as Filter
" My dashboard is comprised of marketing data from multiple countries. I want the countries plotted in the reports to act as filters. Say, when I click on a particular country name, I want only the values corresponding to this country to be displayed
Tip of the Week - View Underlying Data
The View Underlying Data option in Zoho Analytics allows you to view the underlying data of any data point in your view. To view the underlying data of a point (or bar, or cell) in your view, mouse hover the data point. The related information to that
How to embed the same chart multiple times in a dashboard but with different filters
I have 6 machines... and a chart that shows multiple temperatures for each. I want a dashboard that shows the same chart 6 times, once for each machine. Seems like the only way is to create 6 copies of the same chart with a hard-coded filter in each.
Tip of the Week - Customize KPI Widget with Label Parameter
A KPI widget is not just for calculating a single metric. You can add more details to a KPI widget like 'Top salesperson', 'Region with the lowest sales', 'Percentage achieved against target' etc., using the label parameter. When you type $ in the KPI value field in the Settings tab, the supported label parameters will be listed. The following are the available parameters to customize the KPI widget. ${Metric-Column-Name}.VALUE ${Metric-Column-Name}.LABEL ${OPERATION} ${Grouping-Column-Name}.LABEL
Report of the Week - Customer Balance Report
How much do your customers owe you? How about customers with payments long overdue? How much advance payments do you have in hand? For all these questions, the Customer Balance Report provides you with the answer. This week we'll see how to create a customer
Funnel Chart Percentage Decimal Point
Hi, I am trying to round up to the nearest percentage on a funnel report, but whatever I do it isnt playing ball, any ideas?
Multiple filters for the same data in widgets
Hi, I'd like to set up a widget that shows the values of the same data according to different filters, like this: Primary value: Created time - This month Secondary value: Created time - Custom range Is this possible?
Tip of the Week - Customizing the Fiscal Calendar
Does your company’s fiscal year start in a month other than January? Do you have issues determining the outcome of the reports for your organization with a custom fiscal year? No worries. Zoho Analytics provides options to customize the fiscal year to attune with your company’s calendar. Not only year, the starting day of your week can be customized too. Let us see how to set the fiscal year and week in the below animation.
How to integrate Zoho Analytics with Google Analytics?
I am new to Zoho Analytics. I wanted to set up Zoho Analytics for my site. I wanted to Integrate Zoho Analytics with Google Analytics. Can I do this?
Report of the Week - What-If Analysis (Influence of Discount over Sales)
When an archer is aiming to hit the bullseye (or a sniper, her target), she has to consider external factors like gravity, wind direction and wind speed. Similarly, when running your business, you will have to ask various questions. Have you aligned yourself
Geo Data
Hi, I am wondering if I can do this within an analytics map chart... I have 2 charts UK Postcode data of sales UK Postcode data of post offices Is it possible to overlay both sets of these data and define then with specific colours eg Sales data in green
Tip of the Week - Applying Themes for Dashboards
Zoho Analytics allows you to apply themes to improve the appearance of your dashboards. You can customize the themes of your dashboard and personalize them to suit your needs. Conceptualize your dashboards in Zoho Analytics with six preset light and dark themes, or unleash your creativity with your own custom design. To apply themes to your dashboard, From your dashboard's toolbar, click the Themes button at the top-right corner. The Dashboard Themes dialog will open. Choose the desired theme from
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