Multiple Target Meter - Zoho Analytics
Hi Team, In Zoho Analytics, I require a Target Meter similar to the one available in Zoho CRM to enhance the efficiency of my work.
Monthly Average in a Summary Report (exlcude weeks with zero count)
Hi, I am trying to figure out how to get a monthly average on my attendance of unique ids (pco_id) that have checked in. If you look at May, it says there are 2 weeks in May and our average is 30, but we did not meet one of the weeks, and the 30 is not
Historical changes to data tables and reports
As in Microsoft Power bi, when you edit data in sources, you have a step for every modification. So you can rollback o undo something. In zoho Analytics it will be great to have an overview of all the modifications, for instance: Changed types, Added columns, transformations, etc.
How can I generate a report on dormant Accounts in Zoho CRM and Zoho Analytics?
I can't imagine this is a unique ask, but can't find an answer in the community. We have lots of Clients (i.e. Accounts) with various levels of 'dormancy' i.e. they have not engaged with us for # months. This is based on the date of the most recent Enquiry
Analytics export to excell
I am trying to get some data into another analysis program to do make use of some other functions. Would I be able to use the api to auto update into an excel file for example? If not are there any other options that I have?
Drill Through for Maps
The Drill Through feature currently in Beta is a great addition, however where I think it would be much more useful would be on maps. For example if I have multiple sites across multiple states/ geographies I could add a drill-though that when clicked
How to get the business days between today and target date
I have a table [Calendar], with columns Calendar Date and Business Day (1 represents a working day, 0 represents a holiday). Now, I have another table [aaa_file] with the column Target Date. How can I calculate the number of working days from today to
KPI Widget - last month sales vs same period last year
I would like a KPI Widget that might compare data with the following date ranges: This month to date (meaning all of February through the current date, for example the 14th, if today was the 14th. So Feb 1-14th 2018)vs. last year this month to date (Showing
Compliance - ITAR
I was just reviewing your compliances, and noticed you do not have ITAR certification. Is this a certification you plan to get, if so what's the timeline? We currently use ZOHO for analytics, but some of your apps we cannot use due to your lack of ITAR
Interactive dashboard
Hi, we would like to develop an interactive dashboard in Zoho analytics. Our main goal is to let the dashboard's users "Snooze" a row (company), through a button or something similar. If a row is snoozed for example 1 week, it should disappear in the
pivot-table
How to get the result as per the below any help, please? Differences have to come in the column as shown in the Excel Data Column 2022 2023 Summary Difference % Difference Total Revenue from contracts with customers 1094610 1170420 2265030 75810 6.90%
Help with a Query formula - latest date from unique values in another column
I have a query table I am developing to show only unique value (Project Name) and most recent date (Last Modified) and total all of the time entries from all the values (Hours) in a report from the query, but I do not know how to do this. The data table
Way to update the data?
I was wondering something I made a pivot table using a 3 a SQL query table that combine 2 data sources. So this table as filters and all the data I want. But i was wondering if it would be possible for a user (given the proper right) to have some sort
Zoho Analytics aggregate function breaking specifically with iscurrentmonth function
Hey friends! I have an aggregate formula Im trying to use that sums a column if iscurrentmonth returns true. Whenever I use this specific function, the formula will somehow return null and show no data in my column. Example below (you'll see Abaraham
Year to Date Function - is it ONLY working on calendar year?
Hi Zoho Analytics gurus, I need to produce a head of sales-related charts that show on Year to Date comparisons from the current and previous years. I have attempted to use the YTD() formula - eg. ytd(sum("Opportunities"."Amount"),"Opportunities"."Closing Date") However, the data displaying is completely wrong. After a lot of experimentation, I am beginning to think the YTD function is basing its calculations solely on calendar year, and ignoring the organistion's financial year settings in the workspace.
Zoho Analytics - SalesIQ Conversation Tags
Good day, I cannot seem to locate the "tags" field for SalesIQ conversations in Zoho Analytics. Any idea where I can find that field or table because I need it for my reports. Thank you! Andre
Query table count function
I am trying to create an SQL query table with the aim of producing the attached stacked bar chart in Zoho Analytics. I can count the number of S1 payments as follows: SELECT abs_month("S1 invoice received"), count(abs_month("S1 invoice received")) AS
Dashboard User Filters synchronize across all tabs
Is there a way to synchronize dashboard user filters across all tabs of a dashboard. For example, if I defined a user filter to allow the user to select a data range for the dashboard, I want that range to apply to all tabs of the dashboard so the user
Apply Filter to multiple tabs in a Dashboard
Like the subject says, I have a Dashboard with 6 tabs across the top first tab is an overview Subsequent tabs are different views of the same data, to show computers that are out of compliance ie. needs operating system upgrade, not enough RAM etc. All
Solution of the Week - Consolidated Balance Sheet for multiple orgs, multiple countries with different base currencies
In the previous posts, we discussed how to create a consolidated balance sheet for scenarios using Zoho Analytics where multiple outlets operate within a single country using the same base currency, and for cases where there is an organization with a
Set Zoho One users as a custom role.
A custom role has been created in 'Manage Roles' under Zoho Analytics settings, but in 'Manage Users,' only User, Organization Admin, and Viewer roles are available.
Quickbooks Profit & Loss
I wonder if anyone here has experienced any difficulty creating their Profit and Loss report in Zoho Analytics from Quickbooks. At first, I've synced our Invoices, Credit Memos, Journal Entries, and Deposit table along with their line items to create the report. The amount does not match and I was informed by Zoho Support to add our Accrual Transactions Table so I did that as well. I still cannot match the amount with Quickbooks. I asked before if we can just connect Quickbooks through API and just
How to generate a permalink for a dashboard that allows external access and how to send dashboards to non zoho users as link only (no attachment please) via scheduling mail?
We are a outsourcing company and we have lots of clients. We designed dashboard for each client in zoho analytics. Our clients are not zoho users and we want to schedule mail for them with only dashboard link (no attachment as view or pdf) How to generate
GROUP BY error message with IF statement
Hi, I'm reasonably new to coding so this may be a really simple fix (i hope anyway!) I'm building a query table to identify cases for inclusion in a healthcare quality indicator as well as produce an output column that provides a true or false statement
How can I delete my last data import on Zoho Analytics?
I recently uploaded the same excel file twice and need to delete the duplicate data. Is there an easy way to delete my last import?
Retrieve comments on customer happiness in Zoho Analytics
Hello there, I would like to receive the customer satisfaction rating comment from the customer in the Zoho Analytics standalone app. How do I do this? Best regards, Sven
Worked hour report help.
Good day everyone, I need some advice with Zoho Analytics. I am trying to get a report that will show the work hours of a user. We are using Zoho People timesheet/time logs. I connected Zoho People and Zoho Analytics, and everything is working fine. So,
Unknown table or alias 'A1'
I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement: SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers),
How to filter by null values
Is there a way to filter a widget by null? I want to get a list of records that don't have a date filled in and can't seem to see how without going through a query. Is it possible to do it through the widget filters? Thanks.
Tip of the Week - Split Columns in Zoho Analytics Table
Want to split a column containing distinct values into multiple columns in your Zoho Analytics table? The below video demonstrates how you can split columns in a Zoho Analytics table.
New Features rolled out on April, 2024
Sunburst Chart We're thrilled to announce that Zoho Analytics now supports the Sunburst Chart. Explore the power of hierarchical data with our sleek and intuitive Sunburst Chart and uncover trends with precision. This dynamic chart visualization transforms
Adding custom sort to sort options
Hi! Happy to connect! I am so excited to use Zoho analytics which is so easy to map the required data from marketing, new project development teams, clients, and vendors. I have the option of sorting either by ascending or descending. It would be of greater
All Zoho Survey tables explained
Introduction Hey everyone! Sometimes, deciphering the structure and meaning of data in Zoho Analytics, especially when Zoho’s native syncs and integrations are activated, can be quite challenging. That’s why I’ve put together an overview, not only to
Trying to Access all Zoho analytics data?
Hello, I am using post man at the moment to test the API connection to Zoho Anaylitics. When it comes to the URL and parameters, I think I am missing something or adding the wrong information in a step. This is currently what I am trying: GET: https://accounts.zoho.com/oauth/v2/auth?
Import Pandas data frame into an existing table in ZOHO analytics
I need to import pandas dataframe into zoho analytics table which is already existing in ZOHO analytics. How should I do that?
Merging Cells
I wonder if someone could help me with this problem? I have looked through the forums and noticed that someone posted the same question as I'm about to last year, but it was not answered. OK....I have created a table with three columns and a number of rows. I would like to merge cells but can't seem to find a way to do it. Can anyone help with this?
[Upcoming Webinar] Refined data and faster insights with data preparation
Data preparation forms the bedrock upon which insightful analyses and informed decision-making stand, directly impacting business revenue. However, preparing data is often perceived to be a complex and time-consuming task that often demands IT intervention.
Tooltip Customization
Hi Team, I have a bar chart that displays the dollar amount in proposals sent, won, and projected to close per month (a bar per metric per month). I have the count of proposals per metric included in the tooltip shelf. When I hover my mouse over the 'Sent'
We are coming to your city! Zoho Analytics Community Meetup
Hello, business leaders and data enthusiasts! We are delighted to announce that registrations are now open for the ZUG meetups, and we can't wait for you to be a part of them. Our in-house analytics experts are geared up to lead discussions on constructing
Average agent time reply - Zoho Desk
Hello, We are building a report where we would like to see the average time that an agent takes to reply to their customers. In Analytics we were using the measure "tiempo total de respuesta en horario laboral", but it does not show the correct values
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