Zoho Analytics and DataPrep
Sharing Views with Users in Zoho Analytics
Zoho Analytics allows you to share reports, dashboards, and data tables with specific users while maintaining precise control over what they can see and do. Whether you need to give a colleague read-only access to a single chart or grant a team full ...
Forecasting in Zoho Analytics
Forecasting in Zoho Analytics allows you to project future data trends based on historical patterns. By applying statistical and machine learning models directly to your reports, you can generate forward-looking projections that inform planning ...
Setting Up Data Alerts in Zoho Analytics
Data Alerts in Zoho Analytics allow you to monitor your business metrics automatically and receive notifications when specific conditions are met. Rather than manually checking reports, you can set up intelligent triggers that detect threshold ...
Using What-If Analysis in Zoho Analytics
What-If Analysis in Zoho Analytics lets you model hypothetical business scenarios by introducing adjustable variables into your reports. Instead of presenting static figures, you can build interactive reports where users control key inputs and ...
Zia Insights: AI-Generated Narratives in Zoho Analytics
Zia Insights is an AI-driven feature in Zoho Analytics that automatically generates written narratives from your data. Rather than simply presenting charts and tables, Zia translates your data into plain language stories that highlight key trends, ...
Constructing Effective Questions for Ask Zia in Zoho Analytics
Ask Zia is the AI-powered natural language interface in Zoho Analytics that lets you query your data using plain English. The quality of your results depends on how you phrase your questions. This guide explains the key components of a well-formed ...
Using Ask Zia in Zoho Analytics
Ask Zia is a natural language interface built into Zoho Analytics that allows you to generate reports, dashboards, and data insights simply by typing or speaking a question. Instead of manually selecting chart types and dragging columns into shelves, ...
Zia: AI-Powered Analytics in Zoho Analytics
Zia is the AI-powered analytics assistant built into Zoho Analytics. Positioned as Agentic AI, Zia works alongside you to accelerate report creation, surface hidden insights, generate forecasts, and automate routine analytical tasks. It combines ...
Data Storytelling in Zoho Analytics
Data Storytelling in Zoho Analytics is designed to help you present insights in a format that colleagues and stakeholders can easily consume and act upon. Rather than sharing raw charts, the feature wraps your analytical findings in familiar ...
Working with Published Dashboards in Zoho Analytics
Once a dashboard has been published in Zoho Analytics, viewers can interact with it in a range of ways to explore data more deeply, apply filters, and share insights with colleagues. Understanding these features helps you get the most from your ...
Customising Dashboards in Zoho Analytics
Zoho Analytics gives you comprehensive tools to customise the visual appearance of your dashboards, allowing you to align them with your organisation's branding and create a polished, professional experience for viewers. Theme Options Three theme ...
Using KPI Widgets in Zoho Analytics Dashboards
KPI widgets in Zoho Analytics dashboards provide at-a-glance visibility of your most important metrics. They display key numbers, comparisons, and progress-against-target figures in a compact, visually impactful format, making them ideal for ...
Creating Dashboards in Zoho Analytics
Dashboards in Zoho Analytics bring together multiple reports, charts, and KPI widgets on a single page to give you and your team a unified, interactive view of your key metrics. They are the standard way to share analytical insights across an ...
Using Auto Analysis in Zoho Analytics
Auto Analysis is an AI-powered feature in Zoho Analytics that takes you from raw data to meaningful insights in minutes. By combining generative AI, machine learning, and natural language processing, it examines your data structure and automatically ...
Creating Tabular Views in Zoho Analytics
The Tabular View in Zoho Analytics is a straightforward yet versatile report type that presents data in a table-like, spreadsheet-style layout. It is well suited to displaying individual records, applying groupings, and providing viewers with ...
Creating Summary Views in Zoho Analytics
The Summary View in Zoho Analytics is a report type that presents your data in a grouped, tabular format with aggregations and subtotals. It is particularly useful for analysing large datasets where you want to see summarised figures organised by one ...
Creating Pivot Tables in Zoho Analytics
Pivot tables in Zoho Analytics allow you to dynamically rearrange, group, and summarise large datasets for in-depth analysis. Using a drag-and-drop interface, you can transform raw table data into structured, interactive summaries that reveal ...
Creating Geo Maps in Zoho Analytics
Geo maps in Zoho Analytics allow you to visualise data geographically, plotting values across countries, regions, cities, and custom coordinates. They are particularly useful for sales territory analysis, regional performance comparisons, and ...
Creating Charts in Zoho Analytics
Charts are one of the most powerful ways to communicate data insights in Zoho Analytics. With over 75 chart types available and a drag-and-drop design interface, you can build clear, interactive visualisations from your workspace tables without ...
Creating Reports in Zoho Analytics
Zoho Analytics provides a drag-and-drop report designer that allows you to build a wide range of visualisations and data views from your workspace tables. Whether you need a simple table, an interactive chart, or a multi-metric dashboard, the ...
Preparing Data with Zoho DataPrep in Zoho Analytics
Zoho DataPrep is a self-service data preparation tool that integrates directly within Zoho Analytics. It allows you to cleanse, transform, and enrich your data before analysis, helping you ensure that your reports are built on accurate and ...
Working with Query Tables in Zoho Analytics
Query Tables in Zoho Analytics allow you to write SQL SELECT statements to define a virtual table based on one or more source tables. This gives you precise control over joins, filters, calculated columns, and data transformations that may not be ...
Adding Formula Columns and Calculated Fields in Zoho Analytics
Zoho Analytics provides three types of calculated fields that allow you to derive new values from your existing data: formula columns, aggregate formulas, and report formulas. Each type serves a different purpose and operates at a different scope ...
Relational Data Modelling in Zoho Analytics
Zoho Analytics supports relational data modelling, allowing you to connect multiple tables using lookup columns and relationship definitions. This approach mirrors concepts from database design such as the Star Schema and Snowflake Schema, enabling ...
Formatting Data Columns in Zoho Analytics
Column formatting in Zoho Analytics allows you to control how data values appear in your tables and reports. Whether you are displaying currency figures, dates, or geographic coordinates, formatting options help ensure your data is presented clearly ...
Merging Data from Multiple Tables in Zoho Analytics
Data merging in Zoho Analytics allows you to combine similar datasets from two or more tables into a single unified dataset for reporting and analysis. This is achieved through Query Tables using SQL UNION functions, giving you one consolidated view ...
Entering Data Directly into Zoho Analytics
Zoho Analytics includes a spreadsheet-style interface that lets you type data directly into a table without needing to prepare or upload a file first. This is ideal for small datasets, testing, or exploratory analysis where you want to get started ...
Importing from Local Databases Using Zoho Databridge
Zoho Databridge is a lightweight desktop utility that acts as a secure bridge between your on-premise databases and Zoho Analytics. It allows you to import data from local databases into your workspace without exposing your database directly to the ...
Importing Data from Cloud Databases into Zoho Analytics
Zoho Analytics can connect directly to a wide range of cloud-hosted databases, letting you import data for reporting and analysis without needing to export files manually. Setup is handled through a guided wizard that simplifies the connection ...
Importing Data from Cloud Storage into Zoho Analytics
Zoho Analytics can pull data directly from the most widely used cloud storage services, removing the need to download files locally before importing. This guide covers the supported platforms, file types, and key features of cloud storage imports. ...
Importing Data from Files and Feeds into Zoho Analytics
Zoho Analytics supports a wide range of file formats and data feed sources for bringing data into your workspace. This guide covers the supported formats, import sources, configuration options, and scheduling capabilities. Supported File Types The ...
Joining Tables in Zoho Analytics
Joining tables in Zoho Analytics allows you to combine data from multiple sources for richer, more comprehensive reporting. A join establishes a relationship between tables using a shared common column. There are two main methods: auto-join using ...
Working with Tables in Zoho Analytics
Once data is in a Zoho Analytics table, a rich set of tools lets you explore, organise, and manage it without leaving the platform. This guide covers the key operations available when working directly with table data. Searching and Filtering Search ...
Column Types Supported in Zoho Analytics
When creating or modifying a table in Zoho Analytics, each column must be assigned a data type. The data type controls what values are accepted, how data is displayed, and which report types can use the column. This reference lists all supported ...
Adding Rows and Columns in Zoho Analytics Tables
Zoho Analytics tables work much like spreadsheets, allowing you to add, edit, and remove rows and columns at any time. This guide covers the key operations for managing table data directly within the platform. Adding Rows Users with Write permissions ...
Creating Tables in Zoho Analytics
Tables are the foundation of any Zoho Analytics workspace. Every report, chart, and dashboard is built on data stored in tables. This guide explains the different ways to create a table and what to consider when setting one up. Table Creation Methods ...
Configuring Workspace Settings in Zoho Analytics
The Workspace Settings panel in Zoho Analytics lets you control how data is displayed, how dates and numbers are formatted, and how the workspace behaves for all users. Access Settings from the Settings tab within any Workspace Explorer. General ...
Viewing and Managing Workspaces in Zoho Analytics
The Zoho Analytics home page gives you a central view of every workspace you own or have been granted access to. This guide covers the key options for organising and managing your workspaces and the views within them. Accessing Your Workspaces The ...
How to Create a New Workspace in Zoho Analytics
A workspace in Zoho Analytics is the central environment where you organise your data into tables and build reports, charts, and dashboards. This guide explains how to create a workspace using each of the available methods. Who Can Create Workspaces? ...
Zoho Analytics – Frequently Asked Questions
This reference article covers the most frequently asked questions about Zoho Analytics, spanning general capabilities, pricing, data import, sharing, integrations, APIs, and support. Use the sections below to find quick answers to common queries. ...
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