UN/LOCODE
For Geo Mapping, I suggest to use UN/LOCODE which will take care of Airport and Port codes. https://www.unece.org/cefact/locode/service/location There are similar requests for airport code, my request if for port codes. Both of these will be taken care of by using the UN CODE. Best regards, Sony
Using Analytics as Zoho One user
Hi, We are Zoho One subscribers, and we want to use Analytics across different departments. However I see that only Zoho One Super Admin (ie called Admin in Analytics) is allowed to create, import, edit Analytics workspaces and data. Users can only get a view. We need sales people and BI people to manipulate data and dashboard, but are unable as we can't share Super Admin credential with them (for security reason obviously). What do you suggest so that BI people can build their metrics. Zoho One
Ask the Experts #17: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We are excited to host the next online community event in 2021 - Ask the Experts #17 on 24 February 2021 between 05:00 AM - 10:00 AM PST. If you've had any questions about the Zoho Analytics features or prefer to learn more, join the discussion
How to Restore Zoho Analytics Workspace Backup
Hi Zoho, Is there any way to restore workspace backup in Zoho Analytics.
Pivot Table
Is it possible to create a running total in pivot table in percentage(%)?
New Features rolled out on Feb 18, 2021
Revamped Manage Users User Interface We have revamped the Manage Users interface in both account and workspace level for an enhanced user experience. Now you can easily manage your users without a hassle. Click here to learn more. New Module Supported
Aggregate charges from Zoho Expense with logged time from Zoho Projects
Is there any way in Analytics to aggregate charges from Zoho Expense with logged time from Zoho Projects to have an overview of a project's total cost (labor and expenses)? I noticed from the data that the project's ID in Expense and the one in Projects
Adding a custom field from Zoho Expense to Zoho Analytics reports
Hello, I am with an issue here. I have created a custom field (Name "Activo asociado") for the Expenses module in Zoho Expense, the problem here is that when I try to import data in Zoho Analytics that field is not displayed. How can I do? Thanks!
Permitir que Amazon Alexa me pueda leer informes generados con Zoho Analytics
Hola Seria muy interesante que se pudieran generar informes y que mediante una integracion con Alexa se le pudiera pedir que nos leyera ese informe actualizado cada dia Gracias
Relación de tablas facturas y notas de crédito.
Hola buen día, Tengo una duda respecto a las relaciones de las tablas, necesito generar un reporte de nuestros ingresos, para esto es necesario sacar el subtotal de las facturas restándole el subtotal de las notas de crédito relacionadas, teniendo en
Logarithmic Scale on Axis
Is it possible to change the scale on a bar chart in Zoho Analytics. I am aware I can merge and split axis but I can't find an option to change the scale to linear or logarithmic.
CRM Reference ID values missing from Zoho Books
Perhaps I'm missing something but there are no values showing for the CRM Reference ID value for contacts from Zoho Books. I verified the data source settings is retrieving this field from Books. We have sync between Zoho Books and CRM in place and I
I need a date calculated column based on time column
Hi, I have a time column, where I have: - Time of some event (order creation) in a format 2018-11-13T18:04:47+0100 (plain text) - I need to create a column containing only a date 2018-11-13 (date) I try to use a calculated column with a formula using
How to make an accumulated sum?
Hi, can anyone help me on this? I need to make report with a column with a running balance for the data: DATE NAME AMOUNT RUNNING BALANCE (accumulated sum) 01/01/10 alksdjfañlskf $30.00 $30.00
[Webinar] 7 BI Trends To Watch In 2021
Hi there, We witnessed an unprecedented market shift in 2020—one that drove businesses and consumers to a mass digital exodus. The settling in to this new routine has further fuelled data generation across diverse sources at a striking scale and speed.
Text to Columns fuction
Hi I have a cell in a table with values separated by a Pipe | is there any way on analytics to replicate the excel text to columns function so that the cell values are posted separately into a new column. Eg the Cell called Barriers has these three
Add a single date filter that could as a "Maximum Date" or run through date
AR reports often require an end date but have a static start date or not start date. It would be helpful to be able to filter all results up to that date. Currently we have to select a start date and end date.
ZOHO sales item report by shipping dates
Hello, I would like to create a report where items for a certain shipping date is listed. I would like to know what items/products we need to prepare / collect for the chosen shipping day. Is there any report available yet? thank you Emese
Detect Broken URL in Zoho Analytics Query Table
I built a query table to show images I am using on my website. Some of the images have a bad URL and the image is not displayed. Is there any logic to tell us if the image link is broken?
Dashboards show Dollars and not Pounds
I'm new to Analytics and i've checked the forums that suggest that you need to edit the data column with the correct currency and then the dashboards will show the correct data. When I look at the properties I can see that it's listed as USD and not
Using pivot table data for conditional formatting?
Hi! I want to be able to create a sales report that shows a weekly average of incoming sales. I have that report, (sales by week, total as average) but would love to be able to highlight customers whose incoming sales are below that average percent.
Ask the Experts #16: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We are excited to host the first online community event in 2021 - Ask the Experts #16 on 28 January 2021 between 05:00 AM - 10:00 AM PST. If you've had any questions about the Zoho Analytics features or prefer to learn more, join the discussion
How to use date filter in dashboard to apply as maximum date when used as a range
I'm trying to create an AR balance report that includes customer/clients/accounts beginning and ending balance. How can I apply a date range filter as a maximum value for the first value (i.e. capture all records up to that point for one table, and another
IF Statement in Zoho report Formula
Hello, I'm having a hard time trying to convert an Exce formula like the following one to the Custom Formula options in Zoho Advanced analytics: =IF(A3=B3,"service",IF(B3=C3,"project",IF(A3=C3,"shelf",""))) Besides, is it possible to use AND - OR - NOT operators in Zoho Reports Formulas? What are the rules or correct syntax to use them!!?? Thanks! Br, Efrain
Rewind with us – Zoho Analytics in 2020
As we close out 2020, a year that has been challenging in many ways, we felt it would be a good time for some retrospection. Join us as we take you through some of our top moments from 2020: https://zurl.co/Q0ht
How to USE SUM in Reports
Hello Zoho Analytics Team: Is their anyway to use the sum created in this report in formula? I can't seem to be able to access this Sum at the amount columns can you please help! Thank You
Calculate Sales comission by vendor data from Zoho Books
Hi, I am trying to create a report with the sales comission by vendor. The data comes from Zoho Books but I am unable to do the logic The sales report has to be like this - A table with the actual month and the month before - If the invoice amount on
How to view dependency of a table - the FAQ article method is not working
I have already read this article: https://www.zoho.com/analytics/help/onpremise/database/viewing-database.html#dependency-details which explains how to go to More > Dependency Details. This is not working for me. I am on Table A and the Dependency Details
An item with the same key has already been added.
i am using zoho analytics for fetching data. I have used sql queries for fetching data. I have 45 tables and I have used for loop for getting data from all tables. I can get data for the first iteration. For the second iteration I am getting error as,
New Features rolled out on Jan 08, 2021
Zoho Expense - New Addition to Zoho Finance Analytics Now Zoho Finance Analytics extends support for Zoho Expense services (in addition to Zoho Books, Zoho Invoice, Zoho Subscriptions, and Zoho Inventory). With the Zoho Expense advanced analytics connector,
New Features rolled out on Dec 14, 2020
Merging User Filters Enhancement Merge User Filters in Dashboard has been enhanced to support all data types. Previously, only text column based user filters could be merged. Now you can merge user filters with all data types such as number, date, email,
SQL Help - Find number of days it took to pay off an invoice
I would like to collect data on how long it takes to pay off invoices. Ultimately, it will be aggregated by customer but for now should return each invoice. For example I would like to see results along the lines of: Invoice ID - Days to pay 123456789
How can one make a copy of a table?
I have a table that contains custom formulas. I would like to make a copy of that table, so that the new table contains all of the same column definitions and formulas as the parent table. Is it possible to do this?
Zoho Books data source - Cancelled write-offs and adjustment dates
Where can I find log information for cancelled write-offs and adjustment dates? I see both of those pieces of data in Zoho Books but I can’t find them in any data source. Is there a log table I can use in Zoho Books? Sellers
What is Vendor ID for Analytics
I have data imported from Zoho Finance and all the invoices have a "Vendor ID" associated. I checked and it is not the User ID of the users in Zoho Books. Where can I find this Vendor ID?
Cant seem to Add Data Source for SQL Server using 2nd Database ?
Problem : I have added an SQL server data source with the connection to an SQL Database "1" , imported tables etc etc , all good Now I want to Add a new data source so that I can connect and import data from a different SQL database "2" (on the same
Populate a column with specific text based on numerical number in another column ?
Hi there , very new to ZA sop forgive me if this seems simple !? I have an imported table accounting entries with one column in the table being "Account Code" I have added a new column ("Account Group" which I would like to contain derived text (being
Zoho Analytics connector to Zoho Books - Create Invoices from Data in Analytics
I have created a View in Zoho Analytics that is a summary of "Previous Month" support Hours by "Account Name" - I want to ingest this data into Zoho Books and produce a single invoice for each "Account Name" with each unique TicketID (ROW) as an item
Compare 2 years of data
Hi there How do I create a report that shows me the sales revenue for 2019 and 2020 and then a column that shows me the difference. I have everything except knowing how to calculate the differences between actual columns Thanks Mike
Same report, multiple times (with different filters) on one dashboard
I have a sales report that I want to put on a dashboard 3 times, showing different filters – 1 showing yesterday, 1 showing week to date, 1 showing month to date. Do I need to create 3 different reports from scratch or can I save the same report 3 times
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