Zoho Reports had an update earlier this week and it brought in two interesting new features – Setting Thresholds in Charts and Show/Hide Options in Pivot Tables.

Thresholds in Charts
Businesses thrive when they try to perform better than in the past. Their performance can be quantified through metrics such as more sales/profit, lesser cost, higher productivity/operating efficiency etc. This is where setting benchmarks, thresholds & goals help, by providing a clear target of what’s to be achieved.

You can now set threshold markers in the charts you make using Zoho Reports. This helps in better visualization & tracking of your key performance data. For each chart, you can add a maximum of 4 threshold values and also name each of these thresholds too. Click on the Settings option of a chart and you’ll see a new Thresholds tab in the dialog for creating thresholds.

For example, if your Sales team has a monthly minimum target of $25,000 and a maximum target of $40,000, you can create thresholds as below.

The threshold markers will appear in the chart as below.

We have plans to make the threshold settings appear automatically, based on trends.

Show/Hide Options in Pivot Tables
In pivot tables, you can now show/hide the various sub & grand totals shown by default, providing more control in customizing the pivot views. This has been one of the most sought after features in Pivot Tables.

You will find a Show/Hide Totals menu option in the toolbar of any pivot table you create. It is also available on right-click of any cell in the pivot.

Using this options you can show/hide

  • Row Grand Total – the grand total for each row
  • Column Grand Total – the grand total for each column
  • All Subtotals – all
    subtotals within the pivot, other than the row/column grand totals
  • Specific column’s Subtotals – this option is available on the right-click menu. As shown in the screenshot above, the Product Category column’s subtotals alone can be hidden if need be.

Say we chose to hide the Column Grand Total & Row Grand Total. The pivot table will then look like below.

Hope you like the above new features. Try them out in Zoho Reports now and post your feedback to support at zohoreports dot com.