Extending if statement output to more than 2
I'm using this formula that works - if(("score") > 75, 'Good','Poor') This recodes score into two answers. What is the formula code for something like - i.e. 3 output options If score > 75 'Good' If score < 40 'Poor' Rest 'Average' I'm using Zoho Reports. Think answer lies in "Else if" but can't find an example for Reports. Regards Mark
Recode a numeric field into a text field
Im struggling with this. Have a numeric field Scores.I want to make a new custom column where Scores >50 are "Good" and Scores <51 are "Poor". Trying variations of if("Score">'50',"Good","Poor") ....... but keep getting errors. Any assistance appreciated. Regards
No of items in the Pivot
Hi, In pivot table, why all the items not showing. I have a customer analysis. In the table, there are 1200 agents. but Pivot is showing only 32 customers. Is this a intended behavior ? Or Can i configure the no of Customers to display ? Regards Kiron
Average Value problem
Hi, I have table with fields "Sales Value" , "No. of Covers"and "APC". The value of APC is Sales Value/No. of Covers. I want to Analyze APC. I have given APC (Avg) as Y Axis. and Year as color. But when drill down it does not tally. What is the solution ? Regards Kiron
Option for Custom Season
Hi, Is there any option to create "Custom season" for date field. I am working for a Hospitality. In South India, there are 3 seasons, ie. Apr to May, Jun to Sep, Oct to Feb. Now I can analyse compare yearly, quarterly or monthly. But can not compare values to same seasons. If there is an option to create seasons globally and select in report's drill down path, it will be great. I think this seasonal sales are very common. Regards Kiron
Contar Tres Valores diferenciados en un solo campo
Saludos. Poseo tres Valores en un Campo (A,B,C) y deseo hacer un gráfico combinado con esos valores de forma que me permita contabilizar la cantidad de cada valor en un rango de fecha. Este es el tipo de grafico que deseo hacer, solo que en este caso cada valor se encuebtra en un campo diferente. Gracias por su Atencion. Saludos. Adel Bahsas.
Zoho Reports - Time to Breach SLA
Hi We are trying to create a report which lists Requests that are due to breach their SLA. This will give technicians a visual reminder to get these requests done. Ideally this will be separated by requests that are due in the next 1 hour, 2 hours, 3 hours I have been advised that this may created using a custom formula. I am unable to work out a formula that would give us this information. Is anyone able to advise? Thanks Dan
Problem in setting Drill Down path
I was trying to set "Drill Down Path" bar chart based on the Date Column. When created a new report it inherited the Drill down path set in the column column of table. I unselected the Drill down check box in the report settings. But when reselected the check box, i can set Year->Quarter->Month. but not showing Week and day. Is this a known problem ?
Color in Drill Down
Hi, I have created a bar report using date column. and selected Year as the Color parameter. in view mode it shows in different color. 2014 in red, 2015 in blue, 2016 in green. but when drill down 2014, it shows in blue. It would be great if red bar drill down shows in red and green bar drill downs in green. it will be easy to understand
Question about titles of the pivot view
I have created a simple pivot view and I have a question about titles of the view. Title is a link to a table where I can see the data used in column. In table there is same row multiple times. Why is that? Number of rows is 295 which is more than a summary in my pivot view.
Is it possible to get two series out of a single column?
Hi Let's say, I have the below columns. Column Name (example of data) Year (e.g. 2000, 2001) Country(e.g. India, China) Sex (e.g. Male, Female) Population (Numeric field) I want to plot two lines, each one to show population of India and China for years 2000 to 2015. Not sure how to achieve this simple-sounding objective because population of all countries, years and sex are in the same column 'Population'. Thanks for any help.
Displaying Table and Chart in a single report
Hi All, I have been experimenting with Zoho Reports. Is it possible to display tablular data and graphs in a single report? I am not able to find this option anywhere. Thanks in advance. Regards, Darren
Timeline Filter In Dashboards I receive NON-EXISTENT date column, for column that should be present
I have created a dashboard called "member & customer" counts. I have added a few KPIs, which I'd like to be filtered by the timeline filter. In one widget, I have the discount count of invoices, filtered by status = closed. This data is based off the "invoices(Apliiq)" table, a standard generated table from the zoho books integration. When I attempt to add the Invoice Date from the "invoices(Apliiq)" table, then click save, I receive the following error: " Non-existent date columns provided for
DateDiff but Working Days only
Hello, I would like to have use DateDiff but only considering Working Days, because I need to get the numbers of days between two tasks excluding weekends. I don´t know if this is possible with a mix of current formulas that are available or if a new one has to be created. BR, Edgar
User Defined Date Filters In Dashboard Don't Work For Widgets
I have a few widgets setup, and I'd like to filter them by date (New & Returning), I setup user filters in the dashboard, based on the date in that table (create_date). When I select a relative timeframe for that filter, the widgets using that data table are not filtered.
Calculation of correlation between two series
Is there a way to calculate correlation between two series? I tried both custom and aggregate formulae but couldn't make it. I guess the problem is correlation requires combining aggregate formulae (Avg) with custom formula (X-Avg(X)).
Incluir dos valores en una sola Columna
Saludos. Estoy deseando elaborando un Gráfico de Barras que permita evaluar los montos y las cantidades de productos vendidos en un solo Gráfico La Vista Actual es la Siguiente: Vista Deseada: Gracias por su atencion.
Counting empty cells in pivot
Hello all, I have created a pivot view and I have problem with empty cells. For some reason there is no calculated data in "Tyyppi count" -column in cases where the value "Tyyppi" is empty. How can I get this problem fixed?
How to optimize embedded views for search engines?
Hi, I'm an analytics startup trying to build my online presence with the help of Zoho Reports. I've embedded quite a few interactive views on my website. However, all my efforts seem to be coming to naught because Google is picking irrelevant words like 'loading', 'columns', 'filters' as keywords of my site, overpowering the real meaningful keywords. While I understand it is not an issue with Zoho Reports but how search engines see and index AJAX and other dynamic content, I would like to know if
How to display new client or lost client only? Zoho Books / Zoho Reports.
Hi I am looking for a way to display only new client and / or lost clinet over a time period on Zoho Reports using Zoho Books data. It's really straight forward on a excel sheet, but i don't understand how to do it on Report Can you hel?
Include empty values in Pie Chart
Hello all, I have a very simple pie chart. How can I get empty values shown in my chart? For some reason chart ignores the empty values.
New Features rolled out on July 27, 2016
Beta Announcement We are glad to announce the availability of two important features for public beta testing. As these features are in beta, we would love our users to try and share their valuable feedback. You can share your feedback by clicking the Feedback link inside Zoho Reports. Visually Beautiful Charts: We have completely revamped our charting library. Our new charts have been built using the latest client technologies such as HTML 5, Javascript, CSS & SVG. It is visually appealing, fast,
Applying a filter for a scheduled email report
I'm trying to generate a report on a daily basis and have them emailed out to users. In these reports, I want to apply a filter to the report so that only the information for "today" (the transactions for the day) are included in the daily report. When I use the "Edit Email Schedule" capability, the reports are produced and emailed, but they include ALL the transactions versus just "today's" transactions. I setup a user-filter on the report with the default filter value of "Today", but I still
Announcement: Zoho Reports Advanced Analytics for Zoho Books and QuickBooks Online
We are extremely happy to announce that Zoho Reports has now released Advanced Analytics Add-on for the two most popular accounting softwares - Zoho Books and QuickBooks Online. Zoho Reports offers seamless integration with these two softwares. This add-on empowers you with analytical capabilities over your Zoho Books/QuickBooks data. It also gives you a greater visibility on your financial data and helps you stay on top of the cashflow. The add-on comes with a set of 75+ pre-packaged reports and
More than 2 charts side by side in the dashboard
Hi there, Is is possible to place more than 2 charts side by side on the dashboard. Two charts is not enough as I need about 4-5 so the page does not scroll down. I've attached a sample layout I would like to achieve. Thanks, Leon
Zoho Upload Tool: ServerException (HttpStatusCode 500 Error Code: 7005
While using the Zoho upload tool I am getting the following error. I have attached logs and common_params to this post. 2016/07/20 01:30:29 UTC:Exception occured while executing queries and uploading data 2016/07/20 01:30:29 UTC:Trouble Shoot Error!!! If you require assistance to resolve the problem, please send a mail to 'null' by attaching the files 'conf/common_params.conf', and its related log files from the logs folder(logs/tool0.log, logs/tool1.log ...) 2016/07/20 01:30:29 UTC:java.lang.RuntimeException:
I'm not in the group i should be!
Hi everyone, I have on problem. I want to be in the same group as my administrator. Now i can see only 1 database because my admin shared to me that db, but im not in the same group of my company. Is there any option to link my user zoho@trazos.net to the same group of jvromero@trazos.net?? If i check my subscription i see that im alone in a separate group and with a free version, and my admin has a paid version. Thanks for your help. And is there any option be "admin" and jvromer "superadmin"??
Calculate KPI
Hello. I have 2 KPI on my board. For example I have a board with: - KPI 1 - Total of balls (10) - KPI 2 - Red balls (3) I need calculates the percentage of red balls refer to total balls I need the KPI 3 - With result 30%, in this example. There's a way? Thank you
Adding two columns
Is there anything wrong with the below custom formula (NOT Aggregate formula) I'm using to simply add two columns? It doesn't show any error but the result column is blank. "Col.1"+"Col.2"
JRE supplied with UploadTool is not running on my 64-bit Debian Wheezy
Let me show the result of a few commands. First, my linux: root@HUPIVSR010:/opt/ZohoReports/UploadTool/jre/bin# uname -a Linux HUPIVSR010 3.2.0-4-amd64 #1 SMP Debian 3.2.60-1+deb7u3 x86_64 GNU/Linux The JRE\BIN folder of the UploadTool, with X bits, etc: root@HUPIVSR010:/opt/ZohoReports/UploadTool/jre/bin# ls -la total 756 drwxr-xr-x 2 root root 4096 Jul 1 12:55 . drwxr-xr-x 8 root root 4096 Jul 1 12:56 .. -rwxr-xr-x 1 root root 6347 Jul 31 2009 ControlPanel -rwxr-xr-x 1 root root 47308
Basic reporting
Hi I need to set up 3 reports as follows: 1. Lead enquiry source totalled - e.g phone = 3, email = 5, webform = 4 etc etc 2. Lead enquiry source by regional office 3. Lead enquiry source by regional office and product category Hope that makes sense if anyone can help. Cheers
How to Repeat a File Import
Hi, I think the file importer for ZoHo reports is great but is there a way of saving everything you choose when defining the import, such as the column mappings, date format, etc, so that you can just run exactly the same import the next time without having to re-enter these details each time? Thanks. Kind regards.
Convert to hours breakdown
Hi, I have a table of employees and the duty they are working on a day by day basis. I need to create a report that shows by hour ( 00:00 to 23:00) how many staff are on shift each day. How can I do that please? Thank you Regards Marc
How to sum with multiple criteria
How to sum a field using more than one conditions? I tried SumIf but that seems to be only for one condition. I tried Sum with nested Ifs but that doesn't work either.
How do I link tables?
Hello, I have been a ZOHO CRM user for the past 3 years and am just getting my feet wet with ZOHO Reports. What I am trying to do is an "All Activities" Query that the sales managers can use to manage their teams. There is an Activities query that I used to develop this as it essentially gave me what I wanted with one exception, the Account Name. Instead I get the Account ID, which is meaningless to most people. I am not a programmer and am more used to Access 2010 where I link tables that I need.
Aggregate function doesn't work with non-aggregate
Hello, I've pulled my data from Zoho Projects and I am trying to work on creating reports for the hours that have been performed. Specifically, I'm trying to show the remaining hours for a project on the pivot table. So, I'm taking the Budget Hours from Projects table, and then I sum the Total Billable Hours from the Timesheets table that have been performed, and then I subtract that sum from the Budget Hours. "Projects"."Budget Hours"-sumif("Timesheets"."Status"='Billable',"Timesheets"."Hours",NULL)
Cannot view underyling data when pie chart shows 100%
I have built a report which displays a pie chart, with a drill down to lower levels (product range -> design -> customer type). In some circumstances, drill down on a segment of the pie chart gives you a new pie chart with only one segment i.e. 100%. If you hover over this segment, you get the usual floating dialoge which shows the segment value and the text 'Click to see the data' - however, clicking does nothing - no underlying data is displayed. Everything works fine if there is more than one
How can I create custom views?
Hi, I have been using Zoho Reports for a year and it would be very interesting for us implement this option. We use Zoho as Inventory with info of each item such as Serial Number, price, accounting code, name of suppliers, date, country, location, technical name... Every team have their own info distributed in columns, but technician department not interested in know the accounting code, price, accounting code etc and admin department not interested in know technical name, date of setup etc..
New Features rolled out on July 07, 2016
FTP Import Support in Zoho Reports Zoho Reports now supports data imports from your FTP and SFTP servers. This will be extremely beneficial for users who store their data on these servers. Zoho Reports also allows you to periodically schedule importing of data from your local/remote servers. With this, you can have the latest data synced into Zoho Reports. Click here to learn about importing data from a FTP server into Zoho Reports.
report to track close rates?
I would like a report to track my historical close rates (how many of my potentials have successfully converted). Any suggestions on how to generate this report? Thanks!
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