Backing up reports and dashboards
The help page for backing up a database says "The reports and dashboards are not backed up". OK. So, how do you backup reports and dashboards? In other words, if I want to back up the definitions of all my views, reports, and dashboards, how is this
Zoho Analytics
Hello, How is it possible to unselect "Others" in the the settings of a user filters for Actual periods. It looks like the select button is blocked and I cannot unclick it. See attachment. Thank you, Joshi
Analytics Dashboard Logged in user
Hello, I created a dashboard so our salespeople can keep track of their own KPI's. We want every salesperson to have that same dashboard BUT that the data of the charts/tables/... is updated to the the salesperson that's logged in. Also, the salesperson
Zoho Subscriptions Data deleted from Analytics mysteriously ....
I am curious if others have run into an issue I am now running into.... We noticed today that several of the Views and Dashboards in our Zoho Analytics workspace were gone. Upon further research, they were in the Trash. It says "Deleted by" our account
Report which shows tickets and bugs
Hi team,how can I create a report of extract which displays a list of tickets (Zoho desk) and any associated bugs (Zoho BugTracker)? We will use this list to review a list of open tickets against the status of the associated bugs. Thank you in advan
Analytics refresh schedule for specific time
I need to send reports out to business users in the middle of the day and at day end. These need to be sent with performance as of specific times of day 1pm and 7pm. I can set the CRM data to refresh every 6 hours but as it takes 11 minutes to update,
I want to have Different Filter For Data Column
Case 1 - I have Three columns First is Item Name , Second is ITs Stock in Hand but i want average sales for last 3 month in Third Column how can i achieve it.
Sales Objective
Hi guys, Hope you're doing well! I have one question about how to join two tables or I dont know if there is a better idea. I'm a little lost with this kind of requirement. I have to tables: Sales detail (item, amount $, salesman, category, date,etc)
Delete rows
Hi, I have in my tables 4 records which are duplicated by some reason.... I need to delete those 4 manually. I go to DATA, search the rows, select the header but I cannot find the option "DELETE ROW". I can only DELETE COLUMNS. Please help. Thank y
Track Project Task Time Via Status
I'd like to see how long a task has spent in a particular status. I'd like to see the total for the project as well. I looked in the backup files and task data source files and I didn't see the table that shows activity in a tasks which would have time
Send Zoho Analytics reports to all contacts
Hi, We use Zoho CRM data to create reports in Zoho Analytics. The report we create shows all deals that have been referred to us, by referer. We want to send a report every month to each of our referrers, with the status of their assigned deals. Referers
Display Order for Stacked Bar Charts
I've got a stacked bar chart that is correctly displaying the data I want it to, but I want the data sorted in descending order by value - it's currently sorted in alphabetical order by name (so reading from left to right it shows Alpha (3) Beta (1) Gamma (5). I'd like it to display in Gamma Alpha Beta order. Is this possible (without switching the axes). Thanks
Joining 2 tables
Hi, Wonder if someone could help me, Im looking at joining two tables in Analytics to create a new table, Im not an expert on SQL? I am wanting to use both of the historic data and current data tables to create a new table, with new values as shown
[Webinar] 7 BI trends to watch in 2022
Hi there, Some businesses are still reeling from the impact of the pandemic, while others are growing as expected—with some even outperforming expectations. Irrespective of the stage in which your business currently finds itself, one of the key enablers
Formula column IF statement between dates
Hello! I want to add a formula column in Zoho Analytics that indicates the period in which a lead was created. So it must be an if statement that returns the value 'Period 1' when a lead is created BETWEEN Jan 1 and Jan 30. I just can't figure out how
Target within a pie chart
Is it possible to set a target within a pie chart? The image shows 3.3%, but it should be at max 1%, so that's the target in this case.
Zoho Analytics for Experts (video tutorials)
Hello friends Let me share my first Zoho Analytics lessons for Experts via a youtube playlist. Free lessons for users of the Zoho Analytics BI tool. https://www.youtube.com/playlist?list=PLnusL2XA4g1EyvhwfU7g4I2YcrVq-AyTE Please, share your ideas for
Historical Analysis of Pipeline
Hi All I am new to Zoho and am trying to figure out if there is a way to see the value of a particular stage at a given point in time. The basic idea is to see the total value of each stage of the pipeline at the end of each week/month. This will allow
multiple filtered results from single table
Hi, I have a table called 'Applications' that include a list of apps on each computer, and their versions (and computer serial number) What I want- A table (query table? Report? Dashboard?) showing the serial number, and the version of a couple of these
Combo Chart - Tickets Open Vs Tickets Closed
Trying to do a simple combination chart and running into some issues. Trying to have a single view show me side by side, how many tickets opened in a month and how many tickets were closed in that same month. To make it simpler, I am only going to view
How to fiter Query Table using report as a filter?
Greetings! I have a dashboard with multiple reports and all of them are acting as a filter. Everything was working fine. So I created a Query Table to join data from different tables and show as a list of items into this dashboard. The main purpose is
How to Edit a Column Formula that is part of a Query Table
I need to edit a column formula that was saved into a query table Normally for an import table, I would just go to the "Edit Deign" button in the top right corner, and a formulas tab would be there for me to select However, in a query table when I click
How to compare open vs closed tickets
Hello, We're trying to represent the number of desk tickets opened and the number of desk tickets closed each month on the same graph. We're looking to create something like this: With perhaps the blue area being the number of tickets opened, and the
Translate Month Names
My workspace are in portuguese, but all month names are in english. It's possible translate month names to portuguese too?
Xero Connector import date range (more than 24 months?)
Hi, I'm working on an integration between Xero and Zoho and part of it requires data to be pulled into Analytics and that's raised a question in my mind. When connecting to Xero, Zoho Analytics lets me pull up to 24 months of data from Xero in the initial
Graphs with 'Full Date' no longer work
I have a number of graphs that are showing "no data available" . All of these graphs have data in the graph by "full date" - I also get the error circled below when I try to create a new graph "by full date" This has never happened before and suddenly
Zoho Project Milestone Baseline Start Date
In zoho project, i have milestone "baseline start date". in zoho analytics, I have milestone table but i am unable to find the milestone baseline start, slippage and end variation columns. any idea where I can find them??? please see the attachment for
Radar / Web chart
Hi, I am having troubles configuring a Web chart (also called spider web or radar chart). I need to create one of these charts to plot the value of 10 different variables. I really don't have an X axis because all the variables are in the Y axis. Could any one please give me some tips on how to arrange the data? Thank you
Aggregate User Filters on Dashboard?
I have created a sales dashboard where one of the user filters allows you to sort by each member of the sales team. There is a specific smaller "Inside Sales Team" within our overall sales team that I would like to easily filter down to. Is there a
Count at given moment in time
In Zoho Analytics, I want a pie chart to show how many people of each gender were employed on a particular user defined date (User Filter - Single Date Selector). I have the following fields within my employee records: Employee Number Start Date Leaving
How to set business hours
Hi, I want to know how can I add business hours and how to calculate the first and average reply time based on our business hours. So far I couldn't find this setting. I saw that I can filter based on the business hours but where can I set them?
Data snapshot every 2 weeks in Zoho Analytics?
I know you can take data snapshots in Analytics once every day, week, and month. However, I am wondering if there is a way to set up data snapshots to happen automatically only every other week?
What timezone is the timestamp in?
I'm in Pacific daylight time. When I display the chart that shows Instagram reach by weekday and hour, the hour results with high numbers are different than the high-result hours shown by other analytics providers we've tested. This leads me to wonder
How to filter (dashboard timeline filter) using both Leads and Contacts module in Pivot View (Zoho Analytics)
Hi, Currently I want to show the conversion of leads to contacts for a period of time (by lead source). So I do a count on Created Time of Leads and also count on Created Time of Contacts. For my dashboard I use timeline filter to switch the period I
Databridge on multiple machines
Hello We have set a databridge up on a machine where our database will sit but I cannot see this when I log in (it was set up by a different user). Should I be able to see this? I am setup as an Organization Admin. Also, if I also connect to the machine
Unknown text for null in Widget
Dear Community, I have a question for Widgets. When I have the technical null (no data) there is the text Unknown placed in my Widgets. For Grafiks there is a posibility to rename this value, but I did not find a posiblity to do this for Widgets. Th
Territory related reporting
Hi, We use Territory Management extensively in Zoho CRM and our reporting is done based on each territory but unable to find the option to create reports in Zoho Analytics based on the territories. Can someone help if I'm missing something.
Display sheet sorted by category with titles
Hi, What I want sounds simple but I can't work it out. All of the computers in my database have a status of either '0' or '1' Zero = computer is current One= computer has been archived I want a simple spreadsheet / report that will list ALL computers,
How to auto-remove columns that no longer exists on data source?
Hi! I have a table like this on BigQuery: id | name | description | unit_price | quantity I imported it on Zoho and created a calculated column. Now I have this: id | name | description | unit_price | quantity | total_price Then, I rename some fields
Analytics adding currency fields and totalling as plain text
I have four fields that I'm adding together. The fields being totalled all have a data type of currency. When added together, although the number returned is correct, it's a plain text field which I'm unable to change. How do I change this to return
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