We are delighted to open up the next major version, Zoho Analytics 6.0 Beta! The new version comes packed with a wide range of functionalities for all persona, namely business users, data analysts, data engineers, and data scientists. Zoho Analytics team has meticulously developed these functionalities with a focus on current and future business needs, incorporating valuable user & market feedback.
New capabilities in Zoho Analytics 6.0 Beta includes more data connectors, new visualizations, new interactions, advanced analytical models , the ability to build custom ML models, and 60+ features.
Note: 6.0 Beta is now available in all paid plans to try out. Features available in specific plans are annotated inline.
1. Data Connectors & Data Management
New Connectors
We are expanding our already available 500+ data connectors with 25+ new connectors for big data platforms and business applications that includes Yellowbricks, ClickHouse, Dremio, Zoho Connect, Zoho Marketing Automation, Zoho Backstage, Amazon Seller Central, Airtable and many more.
Also, managing data has now become easier with the following features -- Audit history, Sync history, and Import roll back.
Audit History
Audit logs are crucial for maintaining security and troubleshooting issues. They provide a comprehensive record of user and system Actions, including details of the time when the action occurred and information about the administrator who performed the action.
Sync History
Sync history provides a detailed record of data synchronization activities, making it easy for the administrators to track the status of each data sync. The sync operations are color-coded for immediate recognition. Successful data syncs are indicated in green, and failed data syncs are marked in red with the reasons for failure along with the necessary action to be taken.
Import Rollback
Automated imports can sometimes have errors and inconsistencies in data, and this can affect the data quality and the results. The import rollback capability reverts the current data import version to its previous version without affecting the existing data flow and analysis, ensuring data integrity.
Unified Metrics
Workspace will have data imported from varied sources, and each data source or table will have different metrics (aggregates) computed for analysis. A unified metrics consolidates all the metrics used across the workspace, helps in standardization, promotes usage, and avoids duplication.
Data Bucketing
Categorize or group data points easily with the Bucket Columns options in Zoho Analytics. (Until now, users had to write formulas to achieve this; now, it is available as an inbuilt option.) Bucketing reduces the number of distinct values (cardinality). It facilitates the transformation of numerical data into different categorical bins and makes data analysis easier.
2. Visual Analytics
Zoho Analytics supports 7+ new chart types (on top of 50+ existing ones) with extensive customization options to enhance the presentation and interpretation of the data.
- Sankey charts are best suited for visualizing the flow of any process, as they clearly capture the movement of data from one point to another. It helps understand the movement of events through interconnected lines.
- Racing charts are animated views that are best suited for visualizing the changes in the data over a period of time where the relative ranking of categories is important. They highlight and help comprehend the fluctuations and progression in the data. These types of charts grab the user's attention instantly, providing an immersive experience and helping craft a compelling story about the data.
- Spark lines are compact charts that show the trends and variations in the data without taking up much space. They are widely used alongside pivot tables and help grasp trends and allow quick comparison of metrics across different fields. Zoho Analytics supports three variations that includes line chart, area chart, and bar chart.
- Geo Map Layering, add multiple data layers to the geo map to visualize various dimensions of information. This feature includes interactive options for enhanced data exploration.
- Sunburst charts represent hierarchical data through a series of rings, or concentric circles. Each ring corresponds to a level in the hierarchy. The central or innermost circle represents the root node, or the top-level category. Moving outwards, each subsequent ring represents a subcategory, where the outermost ring is the leaf node. The size of each arc in the ring is proportional to the value of the data.
- Conversion bar charts show the connected stages of a process and the gradual decrease in data as it moves through different stages of the process. Each stage is represented by a bar, with a step or stair case pattern indicating the shift in values (along with conversion percentage) at each stage.
- Tree Map is a visualization composed of differently-sized rectangles that represent your data values. This is beneficial when you want to depict the part to whole relationship among various categories.
Zia Suggestions
Now, with the new Zia Suggestions, you can effortlessly receive insightful chart recommendations while you are in the creation process. Zia suggests a variety of charts suggestions tailored to your data, allowing you to preview and apply them seamlessly with just a click.
Global User Filter in Dashboards
You can now have a common user filter across all tabs in the dashboard. Global user filter gets applied across all reports in all tabs of the dashboard.
3. Advanced Data Analytics
Zoho Analytics now supports two more advanced data analytics methods: Anomaly Detection and Cluster Analysis.
Anomaly Detection
Anomaly detection helps you to flag outliers in your data or metrics easily. You can now create charts which highlight anomalous points visually for your attention and action. Zoho Analytics deploys robust ML algorithms and various statistical models for detecting outliers.
Cluster Analysis
Cluster analysis groups similar data points together based on certain factors or conditions. Each cluster contains data points that are more similar to each other than to those in other clusters, reducing the complexity of the data. Zoho Analytics deploys K-means, K-modes and K-prototypes algorithms for clustering the data points.
Alerts Based on Threshold and Anomalies
Set data alerts based on thresholds and anomalies to ensure timely identification of vital change in the key business metrics and potential issues.
Ask Zia Bot in Microsoft Teams
Combine the generative AI capabilities of Zoho Analytics' Ask Zia with Microsoft Teams. Get answers to your data queries, access key business insights quickly, predict future trends, and build reports right from within Microsoft Teams with Ask Zia bot.
4. Build your ML Models with AutoML & Code Studio
Auto ML
Automated machine learning provides a code-free (low-code/no-code) experience to train, verify, and build custom machine learning models with high efficiency. The simple and user-friendly design makes it possible for people with varied data-level expertise to create ML models easily for their custom needs.
Code Studio
Python Code Studio enables you to build/import custom logic and ML models for your specific data preparation, transformation, enrichment, and analytical modeling needs.
5. Data Storytelling
BI Fabric
Create unified BI portals for your organization's business needs. Collate reports from other BI applications like Tableau and Power BI. Having a unified portal improves collaboration, promotes centralized accessibility, and makes it easy for C-level executives to make robust business decisions.
Visual Zia Insights
Zia Insights now provides visual narratives! Visuals help process information far more efficiently than lengthy text descriptions. These visuals facilitate multi-dimensional interpretations like comparison, contribution, distribution, trends and proportions.
Zia Insights -Multilingual Support
Zia Insights is now available in French and Spanish. Users can choose their preferred language when accessing Zia Insights for a specific report.
Export as PPT
Export multiple views as a Microsoft PowerPoint presentation. Enhance security by protecting the file with a password.
6. More enhancements
Rank within Filters
Identify and analyze top and bottom performers across various dimensions. The rank-based ability helps find the top or bottom performers within and across individual groups without having to write complex formulas.
Date and String data types in Aggregate Formula
Zoho Analytics now supports the date and plain text as return data types in aggregate functions. This improvement proves immensely beneficial in scenarios such as cohort analysis, project milestone tracking, and various other use cases.
White Label CSS Customization
Elevate the visual appeal of your white labeled product and align it with your brand through the CSS customization feature. This latest addition to Zoho Analytics enables you to customize text, colors, and more on pages, tabs, selections, hover options, enhancing the overall look and feel.
Right to left User Interface
Zoho Analytics now supports a right to left user interface. This option is best suited for languages like Arabic and Hebrew that are read from right to left.
Security
At Zoho Analytics, ensuring data privacy and security remains our topmost priority. We have implemented additional measures to strengthen security through the following enhancements.
Zoho Directory
Zoho Analytics' integration with Zoho Directory allows administrators to handle identity and user access management with ease. You can now easily setup Single Sign-on, setup Active Directory sync, manage user access, etc.,with Zoho Directory.
Workspace Level IP Restriction
Configure workspace-level IP restrictions for enhanced security and to prevent unauthorized access. Previously, IP restrictions were available only at the account level.
Zoho Analytics Mobile App
The Zoho Analytics Mobile app has been upgraded as a native app, optimized for your specific device. This enhancement provides faster loading times, high-quality visuals, and advanced security features specific to your device's operating system to protect your data.
Email Schedule APIs
A new set of APIs are now available for managing your email schedules. These APIs enable you to create, update, trigger and delete email schedules easily.
Features in Private Beta
ChatGPT in Ask Zia
Ask Zia now integrates with ChatGPT assisting you to write complex queries and formulas for effective data analysis.
Diagnostic Analysis
Zia insights now supports diagnostic analysis helping you understand the root causes for a certain outcome.
Custom Connector
Zoho Analytics now enables you create your own integration with third party applications.
Try Zoho Analytics 6.0 Beta!
Do try out the new features and share your valuable feedback with us at
support@zohoanalytics.com. Your suggestions are crucial to helping us improve and serve you better.
Recent Topics
Custom modules not showing in developer console
I'm trying to create a custom summing function for a custom module I made in my CRM. When I go to create the function, my module isnt showing up. Do I need to share the custom moldule with my developer console or something of the like?
Chart with Filtered Data vs Unfiltered Data
I am looking to create a chart view that displays the full data set vs a subset of the data filtered by user filter. However I do not seem to find any method by which to exclude a plot from the applied filter or any other method by which to display the
Meetups Gratuitos Junio 2024 - Profundiza en las funcionalidades de tu Zoho CRM
Este junio, aprende a sacar el máximo provecho de tu Zoho CRM en la segunda edición de los Zoho Meetups 2024. Los días 18 a 21 de junio, Zoho organiza los Meetups gratuitos para usuarios de Zoho CRM en Valencia, Barcelona, Madrid y Sevilla, donde expertos
How to get the Dashboard page to be the first page when you open the app
So when it opens on a tablet or phone it opens on the welcome page, thanks.
Integration between Zoho CRM and Zoho WorkDrive
I'd like to search Zoho for an invoice I've added as an attachment (pdf) to an account. The name of the invoice is 1388-advertiserx-July.pdf - but I can't find it using the search function for any of these terms: 1388 1388-advertiserx 1388-advertiserx-July.pdf
Tip #17: How to mandate partial payment for your appointments
When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. Benefits
Why option for 'include form submission in the body of the email' check box is missing
Hi In all our forms we have configured an <Email Notification> (<Rules> <Form Rules>) In some forms, there is an option to <include form submission in the body of the email> in the <Additional Options> section, however, this option is not available in
Mozilla Vault extension will not Unlock even once.
I have been using the Vault extension in Chrome based browsers for years, yet after installing the Mozilla Extension in Firefox, it will not unlock. Initially it did redirect me to log into my account, and then enter the master password. However, it did
Unable to Download CRM Contact Data: WorkDrive Integration Issues
## Problem Description We need to let users download contact information from CRM as CSV files to their local computers. Since we couldn't implement a direct download option, we're trying to use WorkDrive as a workaround - but we're encountering issues
Sort mail by name and subject
I don't see sort function on columns FROM and Subject. I see only sort functio by date. Could add it ?
Zoho Creator monthly roundup - September 2024
Hello all, We're back with an exciting set of new features and enhancements that will elevate your Creator experience even further. In case you missed it, we’ve recently revamped our Product Roadmap page, now with a refreshed design and showcasing all
Kiosk Studio Session #1: View paid customers in the same industry
Update | 15 Oct 2024: Session #2 is now available here! Hello everyone! We're excited to launch our new series of posts on Kiosk Studio today. Called Kiosk Studio Sessions , these posts will be packed with actionable ideas to help you get the most out
Issues hosting Zoho Desk Web Form on SharePoint and/or Power BI
Zoho Desk onboarding support has no experience with embedding their web form in either SharePoint or Power BI. Microsoft states that SharePoint and Power BI only support iframe HTML. And unfortunately, the web form embed code that Zoho generates is not
"Send with Zoho Sign" broken
Our company uses hyphens in our file name conventions. Our users have been sending the files from other modules with the "Send with Zoho Sign" shortcut in the upper right buttons. Since around June 10, 2024, this stopped working. Our users can send the
Not able to change colors help center
Hi. How can I change the orange color in the help center? You can change everything besides this font color And how can I remove the part on the bottom?
Transform Numeric Values using st, nd, rd, th or Convert Numerals to Ordinal Form - Deluge
Please Use this sample Code This_Day_Date = zoho.currentdate.toString("dd"); value1 = "th"; if(This_Day_Date.right(1) ="1" && This_Day_Date != "11") { This_Day_Date = This_Day_Date+" "+"st"; } else if ( This_Day_Date.right(1) = "2" && This_Day_Date !=
Kaizen #166 - Handling Query Variables in Zoho CRM
Hello, Code Enthusiasts! Welcome to another week of Kaizen! This week, we'll dive into handling variables in Zoho CRM Queries and see how they can be deployed in Kiosk to dynamically retrieve data. This technique is especially useful for integrating data
Automate User Invitations on Zoho Desk with API
Automate User Invitations on Zoho Desk with API Hello Team, We are excited to announce that you can now automatically invite users to the Zoho Desk portal using the API! ### How It Works For example, when a contact is created in Zoho Desk and you enable
Is there a way to add clients who don't have organisation in Zoho Books/Payroll/Expense ?
The Zoho Practice software is only allowing a total of 15 such clients who are not organisations in Zoho Books/Payroll/Expense. i.e. 5 organisation in each of the software by creating a new organization for them and adding the accountant as the admin
Email with attachments saving attachments into Zoho CRM from Zoho Mail
Hi, I get a lot of emails from prospective clients asking if we would bid their project. Those projects usually have many documents associated with them that I link to. I would like to have those documents be saved as an attachment in my Potential or Contact or Account. I don't see a way to do that that isn't multi-step. As of now I do the following: 1.) Open email 2.) If email sender isn't in my Zoho CRM database I enter them creating a Potential 3.) I download the attachment and save it to a different
Fixed assets recording
Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal
Multi-Select lookup field has reached its maximum??
Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?
Zoho Sheet-Pulling in Data
I have a module where we track POs, Bills etc (its easier for us this way). In this PO Module, we have a task related to a Job/Deal and various fields for costs. A Supplier on a Job might have several POs in this module for the job. I want to generate
Can't get ZFS file ID of a field via specific module record
I have a `fileupload` field on a custom module that I need to replace the file for but I don't know how to get the ZFS ID from the module record. # Getting the current fileupload GET https://www.zohoapis.eu/crm/v7/<MODULE>/<ID> # Response { data: [{ //
Contemplating moving my site from WordPress to Zoho Sites
Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guess
Multiple Salesperson against an invoice
Hello, Against a particular invoice, we have multiple sales people working. The reason we combine the invoice is becuase we are an exporter and often consolidate cargo for our customer to save them freight costs. How do I capture the contribution of each
Allow a brand to connect multiple facebook pages at the same time
Our company have multiple facebook pages to represent, every branch, right now we can only link one facebook page, so we can only recive messages from one branch. It would be nice to be able to connect all pages.
Whatsapp reply not reflected under Tickets for offline agent
Hi, We are encountering a situation where WA response from customer is not reflected under tickets (if the agent handling the case previously is not active due to off day/ MC). The ticket will remain in the offline agent's queue until agent is back to
Select CRM Custom Module in Zoho Creator
I have a custom module added in Zoho CRM that I would like to link in Zoho creator. When I add the Zoho CRM field it does not show the new module. Is this possible? Do i need to change something in CRM to make it accesible in Creator?
Send Whatsapp with API including custom placeholders
Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number
Increase Round Robin Scheduler Frequency in Zoho Desk
Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates
Separate One-Time Mentions from Ongoing Ticket Following in Zoho Desk
Dear Zoho Desk Support Team, We are writing to request an enhancement to the mention functionality within Zoho Desk. Currently, when an agent is mentioned in a ticket, they receive notifications for all subsequent activity on that ticket, similar to being
Mass update Accounts in Zoho Desk
We used the integration feature to bring in all of our accounts from Zoho CRM. While all of the names and links are in place, on the Zoho Desk side the email, phone, website, and address fields are blank. By going into each account I can select "Update
Vivaldi will not open the Zoho Mail app when I click a email link in the browser
I'm running Vivaldi on Arch with the Plasma desktop and have under default applications Zoho Mail set as my default email client. Whenever I click a email link in Vivaldi I get the below when it should be launching Zoho. Any ideas on rectifying this issue?
Digital publisher
Kinetic Digital Publisher provides comprehensive digital publishing services, including eBook creation, formatting, cover design, and marketing. We help authors publish and promote their work across online platforms with ease.
Time Zone Correction with Daylight Savings Time
Hey, I'm writing a series of reports where the source data is synced from an external source which stores the date/time information in GMT, but I want the reports to be in local time. Now, I understand there is the CONVERT_TZ function which allows me
Load form in iframe without header
I am trying to load a form into an iframe without the header, but I am not having any luck. I am using openUrl() to load the iframe with the form URL and zc_Header set to false, e.g. #Form:Add_Case?zc_Header=false but it is still loading the header. Any
Filter embedded report
How to filter embedded report in a page, below code is not working. dateField => startDate & dateField=< endDate The report should print on page containing records from startDate to endDate. params='zc_Header=true&Service_Date__gte=<%=startDate%>&Service_Date__lte=<%=endDate%>'
Creator Simplified #5: Set file upload restrictions in Zoho Creator
Hey Creators, Welcome to the next post in the Creator Simplified series. Today, we’ll explore how to implement file upload restrictions to limit user submissions to specific file types. By implementing an allowed list for file uploads, you can optimize
Field Type: Address, Change District/State to Dropdown with picklist??
Using the Address Field type, is there a way to make the District/State field be a dropdown with a picklist so the users can select rather than type the state name every time? I know this can be done if I use a drowdown field for the State (or entire address information), but that isn't as tidy as using the address field type. I apologize if this is a duplicate. I posted this question the other day, or so I though. Can't find that post.
Next Page