Zoho Books

Advanced Analytics for Zoho Books

Advanced Analytics for Zoho Books enables you to easily analyze your key financial metrics data from Zoho Books. You can also deeply analyze various dimensions of any financial metrics and gain insights on multi-org consolidations.

The Advanced Analytics for Zoho Books includes 150+ prebuilt reports and dashboards over your Zoho Books activity data that help you to jump-start your analytics right away.

General

  1. What is Zoho Analytics?
  2. Why Zoho Books Analytics?
  3. Who can subscribe to the Zoho Analytics - Zoho Books connector?

Pricing & Trial

  1. How much does this connector cost?
  2. Do you provide trial evaluation for this connector?
  3. What do you mean by 'Users' in the (connector) pricing plan?
  4. What do you mean by 'Rows'/'Records' and how is it calculated in the pricing plan?

Setup

  1. How do I setup the Zoho Books Advanced Analytics connector?
  2. How long should I wait for my Zoho Books data to initially appear in Zoho Analytics?
  3. What are the modules in Zoho Books that will be synchronized in Zoho Analytics Workspace?
  4. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
  5. How frequently can I synchronize my data with Zoho Analytics?
  6. Can I edit the Zoho Books Advanced Analytics connector Synchronization setting?
  7. Can I synchronize my Zoho Books data instantly?
  8. Can I setup the Zoho Books Advanced Analytics in any other existing Workspace or in any other Advanced Analytics Workspace?
  9. Can I add/modify data in the Zoho Books data tables within Zoho Analytics?
  10. Can I add new columns to the Zoho Books data tables within Zoho Analytics?
  11. Can I add new data tables in this Zoho Books to create reports & dashboards?
  12. Can I transfer my Zoho Analytics connector to another admin account?
  13. How do I re-authenticate my Zoho Books account in Zoho Analytics?
  14. How can I remove the Integration?

Reporting Features

  1. In which modules of Zoho Books can I create reports?
  2. How do I create my own reports with this connector?
  3. Can I create reports using the columns from different modules?
  4. What are the report types supported by Zoho Analytics?
  5. What are the default reports & dashboards created by Zoho Analytics, on setting up this connector?
  6. What are Formulas in Zoho Analytics?
  7. What are the default formulas that gets added by Zoho Analytics on setting up this connector?
  8. Can I create my own custom formulas in Zoho Analytics? If yes, how do I create?
  9. Can I combine/blend data from other sources with the data from Zoho Books to create reports and dashboards?
  10. Can I join data from multiple tables to create reports?
  11. What are Query Tables?

Cross-Functional Analytics with Popular Business Applications/Other Data Sources

  1. What are the popular business applications/other data sources that I can integrate this connector with?
  2. How can I analyze the data from the third-party business applications/other data sources along with Books?
  3. Will a lookup relationship between the related modules from Zoho Books and other third-party applications be created automatically?

Users, Sharing & Collaboration

  1. How do I share the reports in Zoho Analytics with my colleagues?
  2. What are the user roles available in Zoho Analytics?
  3. Why can't other users edit the reports that I have shared with them?
  4. Can I share the same report created, to multiple users with different criteria associated so that they see different data?
  5. Can I export a report/dashboard?
  6. How can I print the reports & dashboards created in Zoho Analytics?​
  7. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?​
  8. Can I embed/create permalink for reports & dashboards created in Zoho Analytics?

Solutions

  1. Does Zoho Analytics offer Embedded Analytics or rebranding?

Help & Support

  1. How do I get technical support on Zoho Analytics?
  2. Can I have someone from Zoho do a demo for me?

General

1. What is Zoho Analytics?

Zoho Analytics is a self-service BI and data analytics software that lets you analyze your data, create stunning data visualizations, and discover hidden insights in minutes.

Zoho Analytics offers the following important capabilities:

2. Why Zoho Books Analytics?

Advanced Analytics for Zoho Books enables you to easily analyze your key financial metrics data from Zoho Books. You can also deeply analyze various dimensions of any financial metrics and gain insights on multi-org consolidations.

Advanced Analytics for Zoho Books brings in all the capabilities of Zoho Analytics described in the above question.

3. Who can subscribe to the Zoho Analytics - Zoho Books connector?

Users with paid accounts of both Zoho Analytics (at least the Basic plan) and Zoho Books (at least the Professional plan) or Zoho CRM Plus / Zoho One users can avail this connector.

Users with the Administrator roles in Zoho Books can configure this connector.

Pricing & Trial

1. How much does this connector cost?

Zoho Books Analytics is bundled free for all the paid users of Zoho Analytics. The Zoho Analytics paid plans start at   per month. Click to learn more about Zoho Analytics pricing.

2. Do you provide trial evaluation for this connector?

Yes, we do provide a 15-day free trial for this connector from the date of set up.

3. What do you mean by 'Users' in the (connector) pricing plan?

Anyone to whom you privately share your Workspace, tables (data), reports and dashboards, created in Zoho Analytics, for collaboration is considered a 'User' in Zoho Analytics. A user is identified by his/her unique email address, with which their Zoho Analytics account was registered.

Suppose you subscribe to the Zoho Analytics Standard plan, you can privately share the data/reports in your account and collaborate with 4 other persons. Now your Zoho Analytics account is said to have 5 users (including yourself).

4. What do you mean by 'Rows'/'Records' and how is it calculated in the pricing plan?

In Zoho Analytics, a row or record is defined in the same context as in a database (or spreadsheet). In simple terms, a table consists of rows (records) and columns (fields). Each row in a table represents a set of related data and has the same structure.

For example, in a table that represents "Conversations", each row would represent a single record. The number of rows calculated for pricing is the sum of all rows/records stored across all your Workspace tables in your Zoho Analytics account.

Setup

1. How do I setup the Zoho Books Advanced Analytics connector?

From Zoho Analytics Interface

The below presentation shows you how to set up the connector from Zoho Analytics interface.

From Zoho Books Interface

The below presentation shows you how to set up the connector from Zoho Books interface.

2. How long should I wait for my Zoho Books data to initially appear in Zoho Analytics?

Initial data import will take from a few minutes to a couple of hours depending on the volume of data in your Books account. You will receive an email notification once the import is complete. If you access the Workspace before the initial fetch is complete, it will not display any data (empty tables i.e., tables with zero rows). 

3. What are the modules in Zoho Books that will be synchronized in Zoho Analytics Workspace?

You can synchronize the following data from Zoho Books into Zoho Analytics.

  • Account
  • Accrual Transactions
  • Bills
  • Bill Item
  • Cash Transactions
  • Credit Notes
  • Credit Note Items
  • Credit Notes Refund
  • Customers
  • Customer Contact Person
  • Customer Payments
  • Delivery Challan
  • Delivery Challan Item
  • Estimates
  • Estimate Items
  • Invoices
  • Invoice Items
  • Items
  • Inventory Mapping
  • Inventory Adjustments
  • Inventory Adjustment Items
  • Manual Journals
  • Manual Journal Items
  • Payment Refunds
  • Price Lists
  • Price List Item
  • Projects
  • Purchase Receive
  • Purchase Receive Items
  • Purchase Orders
  • Purchase Order Items
  • Recurring Bills
  • Recurring Bill Items
  • Retainer Invoices
  • Sales Orders
  • Sales Order Items
  • Tasks
  • Taxes
  • Timesheets
  • Vendor Addresses
  • Vendors
  • Vendor Contact Persons
  • Vendor Payments
  • Vendor Payment Refund
  • Vendor Credits
  • Vendor Credit Items
  • Vendor Credit Refunds

4. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?

The import/sync process of your Zoho Books data can fail sometimes, due to a variety of reasons. Hence, you may receive such emails occasionally. The Zoho Analytics team will look into it immediately and get back to you, after taking the required corrective action.

Case 1: You will receive the Setup Process Failed mail when there is a failure during the initial fetch. In this case, we request you to:

  1. Open the Workspace in which you have set up the connector.
  2. Click the Data Sources button in the Explorer tab.
  3. In the Data Sources page that opens click the Retry Now link.
  4. If the issue persists please do write to support@zohoanalytics.com. We will look into it and get back to you immediately.

Case 2: You will receive the Synchronization Failed mail if there is any failure during the data synchronization process between Zoho Books and Zoho Analytics, after the initial setup & import of data. This might be a momentary failure due to any internal issues. This import schedule will get suspended if there are five successive failures.

5. How frequently can I synchronize my data with Zoho Analytics?

If you are a Basic plan user of Zoho Analytics, you can synchronize your data once every day. If you are a user of the Standard plan or above, you can choose to synchronize your data at one of the hourly intervals mentioned below.

  • 3 Hours
  • 6 Hours
  • 12 Hours
  • Every day

6. Can I edit the Zoho Books Advanced Analytics connector Synchronization setting?

Yes, you can edit the Zoho Books connector synchronization setting if you are the administrator of the Zoho SalesIQ Advanced Analytics. To do so,

  1. Open the corresponding Zoho Books Advanced Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. 
  3. In the Data Sources page that opens, click the Edit Setup link.
  4. The Edit Setup - Zoho Books dialog will open. Modify the settings as needed. 
  5. Click Save. The synchronization setting will be modified and data will be synced in the next synchronization interval.

7. Can I synchronize my Zoho Books data instantly?

Yes, you can synchronize your Zoho Books data instantly when needed.

To synchronize your data instantly:

  1. Open the corresponding Zoho Books Advanced Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. 
  3. In the Data Sources page that opens, click the Sync Now. Zoho Books data will get instantly synchronized. 
Note: This option can be used up to five times between the schedules

8. Can I setup the Zoho Books Advanced Analytics in any other existing Workspace or in any other Advanced Analytics Workspace?

Yes, you can setup the Zoho Books Advanced Analytics in any of the existing Workspace or in any of the Advanced Analytics Workspace to analyze data together. You can do this by creating a new table by importing data. 

Refer to the Cross-Functional Analytics section for more details on this. 

9. Can I add/modify data in the Zoho Books Analytics data tables within Zoho Analytics?

No, you cannot add/modify data in the Zoho Books data tables. Data from Zoho Books application will automatically get synced into Zoho Analytics in the different tables. You cannot edit any of this data or add new data records from within Zoho Analytics.
However, you can add new tables and add/import data into that, to create reports combining it with the data from Zoho Books.

10 Can I add new columns to the Zoho Books data tables within Zoho Analytics?

No, you cannot add new columns. But, you can add Custom and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer to Adding Formulas to know more about this.

11. Can I add new data tables in this Workspace to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table to add a new table in the existing Zoho Books Advanced Analytics Workspace.

With this feature, you can import data from other sources or add them manually into your Workspace to analyze and create reports combining this with your Zoho Books data. 

Refer:

12. Can I transfer my Zoho Analytics connector to another admin account?

Yes, the Zoho Books connector in your account, can be transferred to another Administrator in the Organization. 

An Account Administrator can transfer the connector by transferring the account to an Organization Administrator. An Organization Administrator can transfer the connector setup to another Administrator by unsubscribing from the Organization.

13. How do I re-authenticate my Zoho Books account in Zoho Analytics?

You can re-authenticate the setup by following the below steps.

  1. Open the corresponding Zoho Books Advanced Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. 
  3. In the Data Sources page that opens, click Re-Authenticate.

Your account will be successfully authenticated.

14. How can I remove the Integration?

You can remove the connector from the Data Source page.

  1. Open the corresponding Zoho Books Advanced Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. 
  3. Hover the mouse over the Data Source name in the left corner. A Settings icon will appear. 
  4. Click the Settings icon.
  5. Select Remove Data Source.

The data synchronization from Zoho Books into this Workspace will be removed. However, you will still be able to access this Workspace with existing data. 

Reporting Features

1. In which modules of Zoho Books can I create reports?

Zoho Analytics will synchronize the data specified in this question into the Zoho Books Analytics workspace. You can create reports using this data. 

2. How do I create my own reports with this connector?

3. Can I create reports using the columns from different tables?

Yes, you can create reports using the columns from different tables. All the modules (tables) from Zoho Books will be linked by default. You can create reports by simply dragging and dropping the required columns into the reports designer.

4. What are the report types supported by Zoho Analytics?

Zoho Analytics supports a wide variety of reports.

  • Charts
    • Pie
    • Bubble
    • Packed Bubble
    • Bar
    • Stacked bar
    • Line
    • Smooth Line
    • Scatter
    • Combination
    • Map Chart
    • Area
    • Stacked Area
    • Web
    • Funnel
    • Doughnut
    • Table View
  • Pivot tables (Matrix Views)
  • Summary view
  • Tabular view
  • KPI Widgets
    • Single Numeric Widget
    • Dial Chart Widget
    • Bullet Chart Widget
  • Dashboards (multiple reports arranged in the same page)

5. What are the default reports & dashboards created by Zoho Analytics, on setting up this connector?

When you setup/configure the Zoho Books Connector, 75+ default reports & dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your help data effectively.

6. What are Formulas in Zoho Analytics?

Formulas, as the name indicates, are calculations that help you derive key business metrics that can be used for reporting and analysis. Zoho Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the required reports.

Refer to Adding Formulas in Zoho Analytics to know more.

7. What are the default formulas that gets added by Zoho Analytics on setting up this connector?

The default formulas added by Zoho Analytics are listed below. You can view these formulas by opening the corresponding table and selecting Add > Edit Formulas from the toolbar.

The following are the default formulas in the Accounts table.

Formula NameFormula TypeFormulaDescription
Account Type Balance SheetFormula ColumnIf("Account Type" = 'Stock', 'Other asset', "Account Type")Displays the account type
Account GroupFormula ColumnIf("Account Type" in ('Accounts Receivable','Bank','Cash','Other Current Asset','Stock') and "Account Base Type" = 'Asset','Total Current Assets', If("Account Base Type" = 'Asset' and "Account Type" in ('Fixed Asset'),'Total Fixed Assets',If("Account Base Type" = 'Liability','Total Current Liabilities',If("Account Base Type" = 'Equities','Total Equities',if("Account Base Type" in ('Income','Expense'),'Equites','') ))))Groups the account into various categories
Balance Sheet Base TypeFormula ColumnIf("Account Base Type" in ('Liability','Expense','Income'),'Total Liabilities & Equities',"Account Base Type" )Displays the balance sheet base type
Balance Sheet Account TypeFormula ColumnIf("Account Base Type" in ('Income','Expense'),'',"Account Type")Displays the balance sheet account type
Balance Sheet Account NameFormula ColumnIf("Account Base Type" in ('Income','Expense'),'',"Account Name")Displays the balance sheet account name
P&L Base TypeFormula ColumnIf("Account Base Type" in ('Income'),'Total Operating Income',"Account Base Type" )Displays the profit and loss base type
Account Type P&LFormula ColumnIf("Account Type" in ('Income'), 'Total Operating Income',If("Account Type" in ('Cost Of Goods Sold'),'Total Cost of Goods Sold',If("Account Base Type" in('Expense') and"Account Type" not in ('Cost Of Goods Sold'),'Total Operating Expense',"Account Type")))Displays the account type based on profit and loss
Cash Flow - TypeFormula ColumnIf_case("Account Type",equals( 'Other Current Asset' , 'Accounts Receivable' , 'Liability' , 'Other Current Liability' , 'Credit Card' , 'Accounts Payable' , 'Other Liability' , 'Stock' , 'Overseas Tax Payable' , 'Output Tax' , 'Input Tax' ) ,'A. Cash Flow From Operating Activities',equals( 'Asset' , 'Other Asset' , 'Fixed Asset' ),'B. Cash Flow From Investing Activities',equals( 'Cash' , 'Bank' , 'Income' , 'Other Income' , 'Expense' , 'Cost Of Goods Sold' , 'Other Expense' , 'Payment Clearing Account' , 'Prepaid Card' ),'0','-1')Displays the Cash Flow Type
Base Type P&LFormula ColumnIf("Account Base Type" in ('Income'),'Total Operating Income',If("Account Type" in ('Cost Of Goods Sold'),'Total Cost of Goods Sold',If("Account Base Type" in('Expense') and"Account Type" not in ('Cost Of Goods Sold'),'Total Operating Expense',"Account Type")))Displays the profit and loss base type

 

The following are the default formulas in the Bills table.

Formula NameFormula TypeFormulaDescription
Age in DaysFormula Columndatediff(now(),"Bills"."Bill Date")Number of days since the last bill date
Age in TierFormula ColumnIf( "Age in Days" >= 0, If( "Age in Days" <= 30, '1. 0 - 30 days', If( "Age in Days" <= 60, '2. 31 - 60 days', If( "Age in Days" <= 90, '3. 61 - 90 days', If( "Age in Days" <= 180, '4. 91 - 180 days','5. Above 180 days')))), '6. Negative - Not Valid').Classifies the time spent on a bill to close it, into different time period baskets, e.g., within 30 days, within 60 days etc.,
Discount RateFormula Column"Discount"*"Sub Total (BCY)"/100Displays the discounted amount rate
BalanceFormula ColumnIf("Status"='Sent',"Sub Total (BCY)",0)Displays the balance in the account
Pending Bills CountAggregate FormulaCountif("Bills"."Status" in ('Sent','Draft'))Displays the count of total outstanding bills
Paid BillsAggregate FormulaCountif("Bills"."Status" in ('Paid'))Displays the count of paid bills
Pending PayablesAggregate FormulaSumif("Bills"."Status" in ('Sent'),"Bills"."Total (BCY)")Displays the total amount of bills to be paid
Avg. Purchase ValueAggregate FormulaSum("Bills"."Total (BCY)")/Count("Bills"."Bill ID")Displays the average value of each purchase
Discount %Aggregate FormulaSum("Bills"."Discount")/Sum("Bills"."Total (BCY)")*100Displays the discounted amount in percentage

 

The following are the default formulas in the Expenses table.

Formula NameFormula TypeFormulaDescription
StatusFormula ColumnIf("Is Billable"=1,'Billable','Non-Billable')Displays the current status of the expenses made
Billable ExpensesAggregate FormulaCountif("Expenses"."Is Billable" = '1')Displays the count of expenses that can be recovered
Non-Billable ExpensesAggregate FormulaCountif("Expenses"."Is Billable" = '0')Displays the count of expenses that cannot be recovered

 

The following are the default formulas in the Invoices table.

Formula NameFormula TypeFormulaDescription
Age In DaysFormula Columndatediff(now(), "Invoice Date")Number of days since the last sales invoice date
Age TierFormula ColumnIf( "Age in Days" >= 0, If( "Age in Days" <= 20, '1. 0 - 30 days', If( "Age in Days" <= 60, '2. 31 - 60 days', If( "Age in Days" <= 90, '3. 61 - 90 days', If( "Age in Days" <= 180, '4. 91 - 180 days','5. Above 180 days')))), '6. Negative - Not Valid').Classifies the time spent on a invoice to close it, into different time period baskets, e.g., within 30 days, within 60 days etc.,
Discount AmountFormula Column("Sub Total (BCY)"*"Discount (%)")/100Displays the discounted amount
TypeFormula ColumnIf("Subscription ID",'Subscription','Invoice')Displays the invoice type
Paid Invoice ValueAggregate FormulaSumif("Invoices"."Invoice Status" = 'Closed',"Invoices"."Total (BCY)")Displays the paid amount in the invoice
Avg Sales ValueAggregate FormulaSum("Invoices"."Total (BCY)")/count(DISTINCT(("Invoices"."Invoice ID")))Displays the average sales value
Pending ReceivablesAggregate FormulaSumif("Invoices"."Invoice Status" = 'AUTHORISED',"Invoices"."Total (BCY)")Displays the current pending invoices
Revenue from New SubscriptionsAggregate FormulaSumIf(month("Subscriptions"."Start Date") = month("Invoices"."Invoice Date") and Year("Subscriptions"."Start Date") = year("Invoices"."Invoice Date") and "Invoices"."Invoice Status" not in ('Void','Draft'),Ifnull("Invoices"."Sub Total (BCY)",0),0)Displays the revenue gained from new subscriptions
Unpaid Invoice CountAggregate FormulaCountif("Invoices"."Type" = 'Subscription' and "Invoices"."Invoice Status" = 'Overdue')Displays the remaining amount to be paid in the invoice
Average LTVAggregate FormulaAvgif(("Subscriptions"."Expired Date" is not null and "Invoices"."Type" = 'Subscription'),"Invoices"."Sub Total (BCY)",0)Displays the average lifetime value
Revenue from SubscriptionsAggregate FormulaSumif("Invoices"."Subscription ID" is not null and "Invoices"."Invoice Status" not in ('Draft','Void'),(Ifnull("Invoices"."Sub Total (BCY)",0)),0)Displays the revenue from subscriptions
Revenue from Existing SubscriptionsAggregate Formula"Invoices"."Revenue from Subscriptions"-"Invoices"."Revenue from New Subscriptions"Displays the revenue from existing subscriptions
ARPUAggregate Formula"Invoices"."Revenue from Subscriptions"/distinctcount("Subscriptions"."Customer ID")Displays the average revenue per user
LTVAggregate FormulaSumif("Subscriptions"."Expired Date" is not null and "Invoices"."Invoice Status" not in ('Void','Draft'),"Invoices"."Sub Total (BCY)",0)Displays the sum of lifetime value
YTD RevenueAggregate FormulaYTD(Sumif("Invoices"."Type" in ('Subscription'),Ifnull("Invoices"."Sub Total (BCY)",0),0),"Invoices"."Invoice Date")Displays the year to date revenue
New SubscriptionsAggregate FormulaCountif(month("Subscriptions"."Start Date") = month("Invoices"."Invoice Date") and Year("Subscriptions"."Start Date") = year("Invoices"."Invoice Date") and "Invoices"."Type" in ('Subscription'))Displays the count of new subscriptions
Open Invoices ValueAggregate FormulaSumif("Invoices"."Invoice Status" = 'Open',"Invoices"."Total (BCY)")Displays the sum of all open invoices
Paid Invoices CountAggregate FormulaCountif("Invoices"."Invoice Status" = 'Closed')Displays the sum of paid invoices
Open Invoices CountAggregate FormulaCountif("Invoices"."Invoice Status" = 'Open')Displays the count of open invoices
YTD Invoices CountAggregate FormulaYTD(Count("Invoices"."Invoice ID"),"Invoices"."Invoice Date")Displays the year to date invoices count
MTD Invoices CountAggregate FormulaMTD(Count("Invoices"."Invoice ID"),"Invoices"."Invoice Date")Displays the month to date invoices count
YTD Invoice ValueAggregate FormulaYTD(Sum("Invoices"."Total (BCY)"),"Invoices"."Invoice Date")Displays the year to date invoices value
MTD Invoice ValueAggregate FormulaMTD(Sum("Invoices"."Total (BCY)"),"Invoices"."Invoice Date")Displays the month to date invoices value
MTD Sales Order ValueAggregate FormulaMTD(Sum("Invoices"."Total (BCY)"),"Invoices"."Invoice Date")Displays the month to date sales order value
YTD Sales order countAggregate FormulaYTD(Count("Invoices"."Invoice ID"),"Invoices"."Invoice Date")Displays the year to date sales order value
Closed Invoices CountAggregate FormulaCountif("Invoices"."Invoice Status" = 'Closed')Displays the count of closed invoices
Invoice Overdue CountAggregate FormulaCountif("Invoices"."Invoice Status" = 'Overdue')Displays the count of overdue invoices
Invoice Overdue AmountAggregate FormulaSumif("Invoices"."Invoice Status" = 'Overdue',"Invoices"."Total (BCY)",0)Displays the total invoice overdue amount

 

The following are the default formulas in the Invoice Items table.

Formula NameFormula TypeFormulaDescription
Sales without TaxAggregate FormulaAvg("Invoices"."Total (BCY)")-sum("Invoice Items"."Tax Amount")Displays the total sales amount excluding the tax amount
Cost Of SalesAggregate FormulaSum(if("Invoices"."Invoice Status" = 'Closed' and "Invoice Items"."Product ID" is not null ,"Items"."Purchase Price"*"Invoice Items"."Quantity",0))Displays the total cost of the goods sold
Sales ValueAggregate FormulaSumif("Invoices"."Invoice Status" = 'Closed',"Invoice Items"."Total (BCY)")Displays the sales value
Projected ProfitAggregate Formula"Invoice Items"."Sales Value"-"Invoice Items"."Cost Of Sales"Displays the estimated profit
Profit %Aggregate Formula"Invoice Items"."Projected Profit"*100/"Invoice Items"."Sales Value"Displays the percentage of Profit generated
Reimbursed ExpensesAggregate FormulaDistinctcount(if("Invoices"."Invoice Status" = 'Closed' and "Invoice Items"."Expense ID" is not null ,"Invoice Items"."Invoice ID",null))Displays the count of reimbursed expenses
Reimbursed Expense AmountAggregate FormulaSumif("Invoices"."Invoice Status" = 'closed' and "Invoice Items"."Expense ID" is not null ,"Expenses"."Total (BCY)")Displays the amount of reimbursed expenses
Avg Sales per OrderAggregate Formula"Invoice Items"."Sales Value"/Count("Invoice Items"."Invoice ID")Displays the average sales per order value
Avg Profit per OrderAggregate Formula"Invoice Items"."Projected Profit"/Count("Invoice Items"."Invoice ID")Displays the average profit per order

 

The following are the default formulas in the Sales Orders table.

Formula NameFormula TypeFormulaDescription
MTD Sales Orders ValueAggregate FormulaMTD(Sum("Sales Orders"."Total (BCY)"),"Sales Orders"."Order Date")Displays the sum of month to date sales order
YTD Sales Orders CountAggregate FormulaYTD(Count("Sales Orders"."Sales order ID"),"Sales Orders"."Order Date")Displays the count of year to date sales order


The following are the default formulas in the Sales Order Item table.

Formula NameFormula TypeFormulaDescription
Item Fill RateAggregate FormulaSum("Sales Order Item"."Quantity Shipped")/Sum("Sales Order Item"."Quantity")*100Displays the total rate at which the items are filled
Orders Shipped in FullAggregate FormulaSumif("Sales Order Item"."Quantity Shipped" = "Sales Order Item"."Quantity","Sales Order Item"."Quantity",0)Displays the total quantity of orders shipped
Customer Order Fill RateAggregate Formula"Sales Order Item"."Orders Shipped in Full"/Sum("Sales Order Item"."Quantity")*100Displays the total number of customer demands met by immediate stock 
Committed StockAggregate Formula(Sumif("Sales Orders"."Status" NOT IN ('draft','void'),Ifnull("Sales Order Item"."Quantity",0),0)-Sumif("Sales Orders"."Status" NOT IN ('draft','void'),Ifnull("Sales Order Item"."Quantity Invoiced",0),0)-Sumif("Sales Orders"."Status" NOT IN ('draft','void'),Ifnull("Sales Order Item"."Quantity Cancelled",0),0))Displays the sum of total stock committed for sale

 

The following are the default formulas in the Vendor Credits table.

Formula NameFormula TypeFormulaDescription
Applied CreditsAggregateSumif("Vendor Credits"."Vendor Credit Status" = 'closed',"Vendor Credits"."Total (BCY)",0)Displays the sum of credits applied

 

8. Can I create my own custom formulas in Zoho Analytics? If yes, how do I create?

Yes, you can create your own custom formulas in Zoho Analytics. To know how to create your own formulas, refer to the Adding Formulas in Zoho Analytics help page.

9. Can I combine/blend data from other sources with the data from Zoho Books to create reports and dashboards?

Yes, you can combine data from your other sources with your Zoho Books data for analysis.

To do this, you need to add/import a new data table into the Zoho Books Advanced Analytics Workspace as explained in the previous question and then define a look-up to join it with the table from Zoho Books.

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from Zoho Books along with the data from any other source.

  1. Open the corresponding table, right-click the column header, and select Change to Lookup Column.
  2. In the Change to Lookup Column dialog that opens, select the column to look up.
  3. Click OK.

Click to learn more.

10. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer to Joining Tables in Zoho Analytics for detailed help on this.

11. What are Query Tables?

Zoho Analytics allows you to drive the data required by writing standard SQL SELECT Queries. This feature is called Query Tables. With Query Tables, you can also combine data from different tables and create reports from the same. Click here to know how to create Query Tables in Zoho Analytics.

Cross-Functional Analytics with Popular Business Applications/Other Data Sources

1. What are the popular business applications/other data sources that I can integrate this connector with?

You can integrate and perform cross-functional analytics with most business applications/other data sources that Zoho Analytics integrates with.

2. How can I analyze the data from the third-party business applications/other data sources along with Zoho Books?

To import data from business apps,

  1. Open the Workspace in which you have setup the connector.
  2. Click the Import Data button.
  3. In the Create New Table tab that opens, select the application or data source that you wish to import.
  4. Provide the necessary authentication.
  5. Select the necessary modules and fields.
  6. Select the schedule import option.
  7. Click Create. Data from the selected application will be imported into a new table in the Zoho Books Advanced Analytics workspace. 

3. Will a lookup relationship between the related modules from Zoho Books and other third-party applications be created automatically?

A lookup relationship will be created automatically between the Zoho Books modules and the modules of Zoho CRM, Zoho Desk, Salesforce CRM, and Zendesk. If you wish to blend Zoho SalesIQ modules with applications other than the ones mentioned, you will have to manually link the related modules from Zoho SalesIQ and the other application using a lookup relationship.

To manually create a lookup relationship, refer this help link - https://www.zoho.com/analytics/help/table/joining-tables.html.

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Analytics with my colleagues?

You can easily share the reports that you create with the other users in your organization. Refer to Sharing and Collaboration help page for more details on this.

Once you privately share a report to your colleagues they will be able to access the reports as you do. Refer here to know how to access the reports.

2. What are the user roles available in Zoho Analytics?

Zoho Analytics offers four user roles - Account Administrator, Organization Administrator, Workspace Administrator, and User. Click to know more about the Zoho Analytics Organization Model and User Roles.

3. Why can't other users edit the reports that I have shared with them?

This is the expected behavior. Only when the users to whom the reports are being shared is set as a Workspace Administrator, they will be able to edit the reports. If a normal user wants to edit the report, he/she will have to save the report with a new name using the Save As option toolbar. The User can edit this report. To know more about user roles click here.

4. Can I share the same report created, to multiple users with different criteria associated so that they see different data?

Yes, you can. Refer to the topic Apply filter criteria.

5. Can I export a report/dashboard?

Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML, and Image. Click to know more.

6. How can I print the reports & dashboards created in Zoho Analytics?

To print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML, and Image. Click to know more.

Note:
If you are a user to whom a report has been shared and you want to take a print, ensure you have been provided the Export permission by the Administrator to the report, only then you will be able to print the report.

7. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?

If you are the Administrator of the Zoho Analytics or a 'Workspace Administrator', you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule section in this help documentation.

8. Can I embed/create permalink for reports & dashboards created in Zoho Analytics?

Yes, you can embed/create permalink for reports & dashboards. You can also create a slideshow of views. Refer to the Publishing Option section to learn how to do this.

Solutions

1. Does Zoho Analytics offer Embedded Analytics or rebranding?

Yes, Zoho Analytics supports various rebranding options such as Portal rebranding/white labeling and Logo Rebranding.

Help & Support

1. How do I get technical support on Zoho Analytics?

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoanalytics.com.

You can also reach out to us on our toll-free numbers.

United States: +1 (888) 900 9646
United Kingdom: +44 (20) 35647890
Australia: +61-2-80662898
India: +91-44-67447000

2. Can I have someone from Zoho do a demo for me?

Yes, certainly. Register for a demo in this page

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