Tip of the Week: Show Total Value and Data Label in Ring Chart
A Ring/Doughnut chart is a circular chart, akin to a pie chart. This chart is especially useful in finding the contribution of parts to a whole set, contribution of each element that adds up to the whole composition. Some examples of Ring/Doughnut chart may include sales across regions, marketing spend in various channels, rainfall distribution etc., In Zoho Analytics, you have an option to Show Total Value and Show Data Label in a Ring/Doughnut chart. By default, the total value will be displayed
Report of the Week - Comparative Analysis with Top N Items
Previously, we saw how to create a report for Top N Items in Each Category . Now let's see how to do comparative analysis along with top values with the following reports as examples. Comparing Current and Previous Month Customers' Invoices - This report
Tip of the Week - Customized User Filters for Views in Dashboard
Did you know that you can associate/disassociate user filters with the reports in your dashboard? Zoho Analytics allows you to include/exclude user filters for the views in the dashboard. Say, you have multiple reports in your dashboard and you do not
Tip of the Week : Show the Conversion Rate
Do you want to know the overall conversion rate of your sales funnel? This can easily be done in Zoho Reports with a few clicks. The funnel chart in general, will show the progressive conversion rate of each stage, using the Show Convertion Rate option in Charts Settings. Zoho Reports enables you to calculate the overall conversion rate by comparing the first stage and the last stage in the funnel. The below gif shows how to add the conversion rate to your funnel chart.
Method to merge Workspaces?
Is there a method to merge two workspaces? Or perhaps to copy a workspace into another workspace? I have two workspaces with somewhat similar data, and now I would like to build querys/reports using the query tables and data sources from both workspaces
Tip of the Week - Adding a Target Line in Your Chart
How far have you progressed? Have you reached the target or are you falling behind? Want to mark your milestones in a chart? You can do all this easily using Thresholds . Zoho Reports allows adding up to four thresholds in a chart. With this, you can track whether your data trends between the expected ranges. To add a threshold to your chart, click Settings at the top right and then open the Threshold tab. You can specify a static value to mark the milestone in the chart as the threshold. You
Report Of the Week - Customer Retention Report
This week we will see how to create a Customer Retention report based on your CRM data. This lets you know how better you are engaging with your existing customers and make them continue buying products or services. Here we will use Zoho CRM data as an example. This can also be achieved in Salesforce CRM, Microsoft Dynamics CRM, and HubSpot CRM by slightly modifying the queries. To create the customer retention report, you need to create the following Query Tables. Customer Start Date Invoice
Solved: Zoho Databridge JDBC driver problem with European time zones and MySQL
If you are running in problems with following configuration: - Zoho Analytics and Zoho Databridge - MySQL on Windows server - default timeZone configuration just run following commands in mysql: SET GLOBAL time_zone = '+1:00'; or SET GLOBAL time_zone
Looking for someone who has experience setting-up Zoho Data Bridge
We are looking for someone who has experience in setting-up Zoho Data Bridge. We need help in installing this.
Combining multiple date/sum fields within the same table
i have a CRM table which gets populated as certain events occur. It has 6 date fields and each date field has a corresponding amount field. It also has a lookup to an Account record. For simplicity, let's just call them: Date 1 Amount
Tip of the Week - Templatizing a Workspace
Did you know that you can create a workspace similar to another workspace in Zoho Analytics? For instance, you want to create similar reports and dashboards for three different clients having the same type of data set. Here, you do not have to create the new workspaces from scratch, multiple times. Instead, create a workspace with all the needed reports and dashboards (which acts as a template) and duplicate the same. Let's see how to do this. Click the More Actions icon of the Workspace. Select
One dashboard with data from Zoho Books and Zoho CRM
Hello, I would like to create one dashboard with data from Zoho Books (example: account receivables balance) and Zoho CRM (example: number of new deals created). I've already connected both CRM and Books with Analytics. However they are in separate workspaces and it seems that I can't reach Books while I'm in CRM workspace and vice versa. Is there any way to have in one workspace both modules? Or is there any other way to have one dashboard with KPI;s from CRM and Books. Regards, PJ
About ZOHO Analytics 5.0... information
Hi all, I have spoted that there is a new version coming on ZOHO Analytics 5.0. I could not find in this group any information on it like demo of the new feature from ZAnalytics 5.0. Is there any available info ? Cheers Thomas
Tip of the Week - Edit Aggregate Formulas from your Report Designer
Did you know that you can edit your aggregate formulas from your report designer area? You do not have to navigate between tabs to edit your aggregate formula while working on your report creation. Let us see how this can be done. On the left panel of
Forecasting in Zoho Analytics
I implemented revenue forecasts on my charts, However when i use a filter on the dashboards, I lose the forecasts for the filtered values. How do i retain the forecasts after filtering the dashboards? Thanks, Gilbert
Convert Time to Decimal ?
Hello , I have 2 columns in date format which I need the time difference between them. There are multiple ways to achieve the wanted result so this is not my problem . The problem starts after I have the time difference in mm:ss but I cannot convert it
Tip of the Week - Cross-Functional Analytics with Popular Business Applications/Data Sources
Do you have data across multiple data sources? Thinking of ways to combine and analyze this data in a holistic view? Why ponder so much when there is Zoho Analytics. With Zoho Analytics, you can integrate and perform cross-functional analytics with most
Report of the Week - Estimated Deal SizeTrend
Do you want to track the changing Estimated Deal Size for each potential? You can easily achieve this using Data Snapshot. Data Snapshot allows you to capture and maintain historical data from a report. It periodically snapshots the data from a chosen
Connect Airtable to ZOHO Analytics
Hello everyone, Excited to share a new tool we built to connect Airtable to Zoho Analytics - Sync Inc (https://syncinc.so). With a couple clicks, we'll setup a hosted Postgres follower database containing all your Airtable data. We keep your database
Tip of the Week: Numeric, Currency, and Date Range Filters
Zoho Analytics' chart filters allow you to filter numeric, currency, and date values on a range basis. When you add a numeric and currency column as a filter, the Range section of the Filters tab will allow you to filter data based on numeric ranges into
Tip of the Week - Your Own Customized Color Palette for a Workspace
A Color Palette is a collection of colors that you can easily apply to your charts and dashboards created in Zoho Analytics. A need for a custom palette arises based on the data being analyzed. Also, a brand could be easily recognized by the colors used.
Brazilian at zoho analyst
Olá pessoa meu nome é matheus oliveira e uso o zoho analista para elaborar painéis de gestão no brasil, haveria algum brasileiro na comunidade onde ele pudesse trocar experiências e conhecimentos sobre a ferramenta? por favor contacte-me e-mail: mat
Tip of the Week : Moving Calculation
With some datasets, you may find it difficult to comprehend the general trend. This is because the data points can fluctuate widely. Take for example website page visits, ad impressions, or stock prices. They vary continuously, and this is where Moving Calculation can help you see the trend more easily. Moving Calculation averages the values over a specified time span, with a more smooth curve. The below recording shows how you can create a 30 day moving average curve. The summary function selected
Report of the Week - Team Performance Report
This week we will see how to create a performance report for each sales agent, based on your CRM data. This will help you monitor your team productivity, and identify your top and under performers. Here, we will use Zoho CRM data as an example. This can also be achieved in other CRMs like Salesforce CRM and Microsoft Dynamics CRM, by slightly modifying the queries. To create the Team Performance report, you need to create the following Query Tables. Customer Start Date Invoice and Recurring Month
Tip of the Week - Cascading User Filter Behavior
"I have a 'Sales Report - Pivot View' having Region, Product Category, Product, Year, and Sales data. I want to provide Product Category and Product values as the User Filters. The Product values are interlaced with the Product Category values, hence
Changing the pointer of reports/dashboard to different table having exactly same schema
Is there a method to change the pointer (underlying table) of reports/dashboard to some other data table having exactly same schema?
Tip of the Week - Auto Analysis
Are you left pondering over a pile of data tables often, and thinking where and how to start creating reports and dashboards in Zoho Analytics? With Zoho Analytics' Auto Analysis option, you need not have to worry about it anymore. What is this Auto Analysis option all about? Well, Auto Analysis is one of the many areas where Zoho Analytics uses MI and AL techniques to automatically generate a variety of most relevant reports and dashboards on a given data set. This helps in reducing the time taken
Report of the week - Geo map chart
Geo map chart, as the name suggests allows you to visualize data with geographical coordinates. Currently, Zoho Analytics can auto-identify Continents, Countries, Counties, States/Provinces, and Cities. Apart from this, you can also create a map chart using the Latitude, Longitude and Zip Code data I have geographic information in my dataset, can I create a map chart? Yes, you can. To do this, you first need to change the data type of the column. Right-click the column name and select Change Data
Calculate Pareto Diagram
Please, It is possible to have an example of how to calculate or create a PARETO DIAGRAM, in a scenario of Customers and Sales for a certain period. Thank you.
Analytics - Inner Join to get User Name
My SQL skills are very rusty, so need a little assistance. The record owner on each CRM table allows me to choose the name or the ID of the owner. Irritatingly, I have a separate user lookup field on a module that only gives me the user ID, but I need the full name. I've created a concat on the user table called Full Name. I know I need to do some kind of inner join to reference it, but can't think of how to do it. Any tips?
Tip of the Week - Data Backup
If at any point in time, you wish to make a local copy of your data from a Zoho Analytics Workspace, you can do the same using the Backup option. Zoho Analytics assures you that your data is safe and secure at our end. In order to avoid any failures at
Report of the Week - Tickets Backlog History
In this Report of the Week, let's see how to create a report on Tickets Backlog History over Help Desk data using Data Snapshot. Tracking Ticket Backlog (the number of unresolved tickets) is an effective way to determine the efficiency of your customer support process. Sooner your customers receive the solution, the happier they are. For this, Advanced Analytics connector for Zoho Desk, Zendesk or Teamwork Desk provides a pre-built report on current unresolved tickets by agent and priority. However,
Tip of the Week - Import files larger than 100 MB easily!
Yes, you read it right! You can easily import large files (those larger than 100 MB in size) into Zoho Analytics using Zoho Databridge. Zoho Databridge is an enhanced utility by Zoho Analytics that enables you to import data in the form of large flat files, from on-premise and cloud databases, into Zoho Analytics. You can also automate the import process to synchronize the data from your local/hosted database into Zoho Analytics at periodic intervals. Below are a few details about our next-generation
Sample of ZOHO Analytics prediction function
ZOHO Analytics has a predictive function, which automatically predicts the number of new coronavirus patients. The conditions that can be predicted are quite severe, but simple data with few omissions seems to work relatively well. You don't know what the key predictions are without looking at future trends.
Report of the Week - Geo Heat Maps
Geo Heat Maps can be used to display data on a geographical map, with color codes based on the density of points in a particular area. Using this map: You can easily identify spatial patterns in geographic data. You can indicate the pattern of occurrence, for example, regions with most deforestation and climatic changes, density of traffic by location, regions with very high / very low sales, regions with high magnitude / high frequency earthquakes, high rainfall precipitation regions, regions with
Mobile Dashboards
Hi, Dashboards in mobile are not very responsive. For example its hard to make scroll down/up , left/right. Wish is the best practice to develope a dashboard for mobile? Thanks
Query Table for MTD, QTD, YTD sales
I have a table sales_history with columns Region, Group, Invoice Date, Extended Price. I’d like to have current MTD, QTD, YTD sales grouped by Region then by Group. Appreciate someones assistance with a query. Region East MTD Sales QTD Sales YTD Sales Group 1 Group 2 Region Central Group 1 Group 2 Region West Group 1 Group 2 Region International Group 1 Group 2
Dashboards with UI buttons
are we able to create dashboards with buttons, like Push buttons, Radio buttons, etc?
Creating heat map in Zoho Analytics
I have hierarchical data on market sectors at five levels of granularity. I have shown this as nested- data in the past (level 3 grouped by level 2 and by level 1) using other software packages, with the heat map squares and colours reflecting the size of a specific value. Try as I may, I cannot create any heat map in Zoho despite using all of the combinations of data on the x and y axes that I can think of. Neither could I find any examples online to instruct me. Is there an idiot's guide somewhere
Ask the Experts #1: Five hours live Q&A session with Zoho Analytics product experts
Hello everyone, We're excited to host our first Ask the Experts session. Right from connecting your data sources to the visualizations, AI, forecasting and collaboration; our experts are keen to address your questions and collect your valuable feedbacks. We're going live on 18th September 2019 (Wednesday) at 5:30 am PDT for five hours straight. Start posting your questions right away in the comments section. A decade-old experienced Zoho Analytics team members are the panellist for this session.
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