Query Table Formula Question
Hello, I am having an issue with my attempt to create a formula column in my query table. I'm combining two tables and would like the sum of the X&Y column to appear in Column Z. I'm finding that if either column X or Y is blank column Z will be empty
How to Show a Month Over Month Number in a Report
Hello! I am building a very specific report that requires me to show a calculated monthly number over the course of a contract term. Example: Contract term is 36 months @ $100 p/month. I need to show, on the report, that $100 each month until the end
Getting Analytics on documents that was worked on by certain employee
Greetings I'm looking for a way to analyze employees' activity on documents in my zoho org..i'm thinking of having an integration between zoho workdrive and analytics where i can create reports that show on which documents an employee had worked and maybe
SD Analytics Plus - Tickets Created Outside of Business Hours
Is there an easy way to group Requests by whether or not they were Created inside of business hours? Maybe a Boolean that would just be Y or N if the ticket was opened inside of Business hours... Thank you, Greg
How to connect Freshchat's raw data into Zoho Analytics workspace?
Hi guys, So my goal is to connect Freshchat's raw data regarding customer support to my Zoho Analytics workspace so I can perform analysis, and build reports and dashboards. Is this possible? If so, how? Thank you very much.
Daily summary of Zoho CRM sales orders
We need to chart sales orders over time with a daily summary of the value not invoiced on sales orders. It's easy to capture the current total, is there any way to capture the historic sales order data? We're looking for something along the lines of:
Desk Comment Module not available in Analytics
Need to guide, does any know how i can sync the comment module from Desk to Analytics. Thanks Rudy
Can we make a graph dip (change direction) using the underlying data or any settings
I have a dashboard for a headcount. As you can see there are 2 lines lines. One is the total running count of people still working for me and the other one indicates people who have left. Is there a way we can combine the 2 lines and depending on the
Line Chart - Do not draw lines between zero values?
Is it possible to skip drawing the lines between two data points (represented by dates) when the value is 'zero' between those dates? I also do not want 'zero' to be plotted (do not use "Show Missing Values"). Example of how I want the line chart to skip
Unable to get 'Scores' from Leads Scoring rules in Analytics
Hello there. I want to build dashboards on Analytics considering Scores from Leads Scoring Rules I created on ZOHO CRM. How do i get the Scores from each Lead in a field to export to Analytics?
export analytic report
Can i export reports from zoho analytics directly to Google Sheets?
📢 : Rewind with us – Zoho Analytics in 2022🗓️
As we wrap up 2022 and step into 2023, we at Zoho Analytics are grateful for all the customers who journeyed with us this year. While we look forward to continuously evolving and enriching your analytics experience, here's a glimpse back at some of our
New Features rolled out on Dec 23, 2022
Advanced Analytics for Freshdesk We're happy to release the Advanced Analytics connector for Freshdesk. This helps you monitor and improve your help desk productivity. It enables you to gain a complete view about the ticket trends and keep track of key
Discontinuing 'Customer Saved Search' module support in Shopify - Zoho Analytics integration
Dear Customers, As per the recent changes in Shopify APIs, 'Customer Saved Search' module will be discontinued in Zoho Analytics integration from 22-Dec-2022. The relevant table and old data would remain in the Zoho Analytics workspace along with the
Projects & Analytics - Recreating Planned and Forecast Costs
The dashboards in Projects are useful to an extent, however I have been tasked to build reports and dashboards in Zoho Analytics that more meet specific needs. I am trying to create a pivot to show : Project Name - Status - Budget Cost - Forecast Cost
Continuous failed Sync of a Data Source
I have had a Data Source set up in my Zoho Analytics workspace for a long time, but recently it has been failing every scheduled time. I don't remember exactly when it started, but I think it was about a month ago. The details of the failed Sync are always
Zoho Analytics | Quarterly Newsletter | Q4 2022
Hello Everyone! Check out the Zoho Analytics - Q4 Quarterly Newsletter! Do let us know your thoughts and feedback. Best, Team Zoho Analytics November 2022 Zoho Analytics Newsletter Our top stories Zoho Analytics rated an overall leader for BI by Dresner
Max number of records in database
Hi, what are the max number of rows and columns that can be imported?
Customer Spotlight💡: Zoho Analytics saves 60% labor hours for Wingman Media
Wingman Media chooses Zoho Analytics for their Unified Business Analysis! "Zoho Analytics created a tremendous amount of value for the agency and takes our relationship with clients to the next level. The preparedness to integrate the data, build alluring
[Upcoming Webinar] 2022 rundown: 40 key features in 40 minutes
Hi there! 2022 witnessed an exponential growth in BI and data analytics, as more and more businesses reaped the benefits of adopting analytics in their workflows. At Zoho Analytics, we added lots of exciting new features and updates this year to help
New Columns in Zoho Crm does not appear on Zoho Report
Hello, I have created a column "data entrega obra" inside "Potentials" table (zoho crm), however when I tried to see this new column on zoho reports, it does not appears. what can i do?
Grand Summary Error - Pivot Table
Hi Zoho, We've noticed an issue with the a pivot table we are using; one column ('Total Work Hours') is adding up the Top Ten highest values correctly to show the Grand Summary, however the 'Tickets' column's Grand Summary is adding up all available Tickets, not just the Top Ten (which should equal 14155, not 21483). How can we get the Grand Summary to show a total of just those tickets in the Top Ten? Please see attachment. I have redacted the Technicians' names for privacy.
Can I edit the view of the underlying data in widgets?
When I press the widget I can see the underlying data behind it. I would like to see only specific columns and not all of them. Does someone know how to do it?
Filter Widget on user
Hello, I shared a dashboard with users so that they only see their own data in that dashboard by: "New visit report"."Visit report owner" = ${system.login.fullname}. This data comes from our application "Visit Reports". But the 3rd widget in the dashboard
How to include task comments in data
Hi, i'm trying to create a report in Analytics for tasks from Zoho Project. I need the report to show the status of certain tasks which is easy, but also want it to show the latest comments added to the task. Is there a way to do this? Thanks Rob
How to Report by Teams instead of Agents
Hello we are assigning tickets to teams with individual agents making up each team. I do not see the ability to report on the teams field in Zoho Analytics, I only see the Agent field in the tickets data table.
Zoho CRM Comparator Report equivalent in Zoho Analytics
We are trying to migrate CRM Dashboard to Zoho Analytics, but unable to do so because of the Comparator reports supported in Zoho CRM which is not available in Zoho Analytics within single Chart. I have attached a sample from Opportunities module where
Alternative approach to correlated sub queries
We are using Zoho Analytics with data from Xero, we wish to show the bank account balances per day, charted over 30 days. To do this we need the sum of all account transactions to date grouped by account and day. How can I achieve this? I would normally
Reporting on Multi Picklists from CRM
Hi, I have a multi picklist within the accounts module, for this example called "Previous_Attendance" which has fields such as MAN22,LON22,BIR22,DUB22,MAN21 - when I put this into analytics it reports them as I've jsut written, I want to be able to report
How to get module remarks in zoho Analytics?
Hello I need help. I want to analyze module remarks in analytics. But I can't identify the remarks data table in the import settings in analytics. I thank you in advance. CAMARA
BLANK values from no transaction data
Hi all, Having an issue with what should be a seemingly easy report, but keep coming up against roadblocks. Hoping someone has troubleshooted this. Goal is to have an easy, quick glance report for Buyers/Sales of a full list of inventory: "Item", "Item
Can I amortise revenue / cost by month in Query Table
Hello, I conduct revenue and cost comparison usually in excel. I would like to know if I can achieve the following transformation within zoho analytics query table: From this table: ++++++++++++++++++++++++++++++++ Item MRR Start Month
Get Baseline Data Zoho Analytics
HOW I CAN GET THE Baseline Data of project in Zoho Analytics.. currently. Baseline Data missing from Zoho Analytics milestone table.
New Features rolled out on November 22, 2022
Support for Zoho Cliq To enable easy collaboration among the members of the organization, we have now integrated Zoho Cliq messaging service in Zoho Analytics. You can also create a Cliq group for each of your Workspace Groups. Click here to learn more.
Joining Two Tables - Error says "Same display columns presents in multiple tables..."
I am trying to write a query, but also join two tables to extract two columns from a different table The query below works perfectly without the "JOIN" at the bottom. My goal with the join is to join "Eagle_AllHoursReport" table to "Eagle_SAP_PlanHours"
[Upcoming Webinar] Automate your data pipeline and time to insight with a modern BI platform
Hi there! Businesses worldwide, small and large alike, are rapidly adopting automation across their workflows. Automation has become a key enabler to transform regular tasks into value adds for businesses, helping them focus more on revenue generation.
[Blog] Delivering embedded analytics for ISVs with Zoho Analytics
When it comes to independent software vendors (ISVs) providing analytics to their customers, the question of “build vs. buy” isn’t as relevant as it was before. A recent study shows that 75% of ISVs prefer to embed an analytics platform rather than building
Improve data sources/Data model diagram
It would be nice to have an exportable version of the data model diagram, either in PDF or in some tool like visual paradigm. ¿Why? When I have meetings with my developers/management, we find the model really useful, however, we keep taking screenshots for making notes or to highlight new ideas. Are there any plans to enhance this?
Can we make the values of unselected options greyed out when applying user filter?
I'm trying to compare the costs of different products. When I apply user filter to choose one product, only the cost of the selected product keeps. I can't just exempt the filter because I have hundreds of products and I have to set a upper limitation
Help with KPI Widget for Stage History (CRM)
I am a Zoho Partner, and I have a client that needs an Analytics Dashboard Widget that will display all Deals that were in "Proposal Sent" stage in the last 365 days. The problem is that some of the Deals entered that stage twice and are duplicating
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