Frequently Asked Questions

Frequently Asked Questions

 General

1. What is Zoho Analytics?

Zoho Analytics is an on-demand reporting and business intelligence solution that helps you get new insights on your business information through its powerful and flexible online business intelligence engine. You get powerful reports in minutes, with no IT help.

Zoho Analytics offers the following important capabilities:

  • Complete On-demand Reporting & Business Intelligence service available as both On-Premise and Cloud Service.
  • Easy to adopt 'Spreadsheet-like' interface for data addition and report creation.
  • Powerful drag & drop based reporting features for quick report creation.
  • Visual Analysis capability for in-depth analysis and to slice & dice your data.
  • Supports Charts, Pivot Tables, Summary, Tabular reports, and Dashboards.
  • Supports data import from a variety of file formats including Excel, Open Office, CSV, TSV, HTML, JSON and other cloud storage devices. Also supports scheduling import at periodic intervals.
  • Push data from traditional in-house applications and databases to Zoho Analytics.
  • Supports relating data to each other through look-up columns (as you have in a relational database) to enable joining of data sets for reporting.
  • SQL (Structured Query Language) driven querying for powerful report creation. Write SQL queries in any of the familiar database dialects, including Oracle, SQL Server, IBM DB2, MySQL, PostgreSQL, Informix and ANSI SQL.
  • Powerful formula engine to derive any business computation to be used in reporting.
  • View underlying data and perform drill-down.
  • Gives you a spotlight on your key performance indicators.
  • Real-time collaboration by sharing data and reports in read or read-write modes with your friends and colleagues. You could also notify reports via email.
  • Export and Print reports in a variety of formats.
  • Embed reports within your Websites, Web Applications, and Blogs.
  • Zero Maintenance cost & Low cost

Also watch the Video on Zoho Analytics Overview 

2. Who should use Zoho Analytics?

Zoho Analytics can be used across various functional areas and by a wide range of users for their reporting and analytical needs. Read more about who can benefit from Zoho Analytics. Follow this link for a detailed discussion on Who should use Zoho Analytics?

3. What is the difference between Spreadsheets and Zoho Analytics?

You can read about the difference between Spreadsheet and Zoho Analytics in our solutions page - Comparison with Excel Reporting.

4. What type of reports can be created in Zoho Analytics?

Zoho Analytics supports a wide variety of report creation options, which includes:

  • Charts: Allows you to create any type of chart/graph. Chart types include Line, Multi-Line, Smooth line, Area, Bar, Stacked bar, Stacked Area, Combination, Pie, Funnel, Web, Scatter etc., in both 2D and 3D. Also, supports Tabular Data view of the graph.
  • Pivot Tables: Allows you to create a powerful view with data summarized in a grid both in horizontal and vertical columns (also known as Matrix Views).
  • Tabular Views: Allows you to create simple table views with column grouping and sub-totals (aggregation).
  • Summary View: Allows you to create a view with summarized values and grouping.
  • Dashboards: Allows you to create dashboards consisting of multiple reports (along with formatted text & images) in a single page format. Dashboards provide you a quick, at-a-glance view of your key business information for easy analysis and visualization.

5. Does Zoho Analytics support creating Dashboards?

Yes, Zoho Analytics does support dashboard creation. Zoho Analytics provides an easy to use drag and drop interface for creating custom dashboards in minutes. Using the dashboard you can display a collection of reports in a single page, providing a quick at-a-glance view of your Key Business Information for easy analysis & visualization. For more details, refer this help documentation.

6. What are the browsers supported by Zoho Analytics?

Zoho Analytics supports the following browsers:

  • Google Chrome - Version 40 and above
  • Firefox - Version 40 and above

7. How do I start and stop the Zoho Analytics application?

For Windows installations, you can start and stop your Zoho Analytics application by opening your Windows Services and navigating to the Zoho Analytics service. Right click the service name and select Start or Stop, to start and stop the application accordingly. You can also start the application from the command prompt by executing the run.bat file found under the Zoho\Analytics\bin folder.

Note: To start or stop Zoho Analytics, please ensure you are logged in to the server on which your Zoho Analytics application is installed. 

For Linix installations, navigate to the directory where Zoho Analytics is installed in your computer or server. Launch a terminal from the Zoho/Analytics/bin folder, and use the following commands to start and stop the application:

  • Start the application by executing these commands (from the command prompt/terminal): sh app_ctl.sh run or sh run.sh

  • Stop the application by executing these commands (from the command prompt/terminal): sh app_ctl.sh StopServer or sh StopServer.sh

8. What are the languages supported by Zoho Analytics User Interface?

Zoho Analytics user interface is available in eleven different languages.

  • English
  • Chinese
  • French
  • German
  • Italian
  • Japanese
  • Portuguese
  • Portuguese
  • Spanish
  • Dutch
  • Russian

We are working to support more languages.

9. How do I change the language of my Zoho Analytics User Interface?

The Zoho Analytics User interface language selection can be done in the 'My Accounts' section present in the top right corner of the application. You may have to refresh the application, for the language change to take effect in the user interface.

10. What Operating Systems (OS) can Zoho Analytics software run on?

To view the operating systems on which Zoho Analytics On Premise can run, click here.

11. Does Zoho Analytics support Re-branding?

Yes, Zoho Analytics supports re-branding. Zoho Analytics provides two types of re-branding. They are Logo re-branding and Complete re-branding ( white labeling).

Logo Re-branding:

Logo Re-branding enables you to customize the Zoho Analytics product logo that is displayed within the Zoho Analytics service. This support is available only in the Premium and Enterprise plans of Zoho Analytics. Using this feature you can replace the Zoho Analytics product logo displayed in the service and also change the powered by logo displayed as footer of the reports when you export them (as PDF or images) or embed them in other web pages.

Follow the steps given below to change the logos :

  • Login to Zoho Analytics.
  • Click on Subscription link at the top of the page. It will take you to the subscription details page.
  • Now, click on Logo Rebranding tab.
  • Upload your custom product logo which you want to display in the application instead of Zoho Analytics product logo.
  • Provide the URL to be linked from your logo in the Logo URL field.
  • Choose one of the following options for Powered by "Logo" field.
    • None - Choose this option to remove powered by logo.
    • Display Zoho Analytics Logo (default Value) - Choose this option to display the Zoho Analytics Logo itself.
    • Display Your Own Logo – Choose this option to display your organization's logo.
  • Click Save. Your custom logo will be displayed in the Zoho Analytics application and the Powered by Logo will be set as specified.

Licensing and Pricing

1. How much does Zoho Analytics cost?

Click here to get the pricing details, and request for a personalized price quote. 

2. What are the benefits of the Professional edition over the Personal edition (free version)?

The professional edition is a multi-user edition, which offers full collaboration capabilities and has no limitations on the volume of data. Click here for a detailed comparison. 

3. Where can I download the Personal (free) edition?

The professional edition is given as the default option at the time of installation. At the end of your 30-day trial period, you can downgrade to the personal (free) edition, or subscribe to the Professional edition. Please note that the Personal edition has limited capabilities, and the volume of data is restricted to 25,000 rows.

4. How do I calculate licenses for this software?

The licensing model in Zoho Analytics On-Premise is based on the following components:

  1. Users: Anyone who needs to create or share reports and dashboards in Zoho Analytics is considered a user. The base pack starts at 5 users.

  2. Viewers: Viewers can be provided read permissions to shared tables, reports and dashboards. However, viewers cannot edit or share the shared views, and create new views or workspaces. This is an optional component.

  3. Concurrent Guests: Those who only wish to view published reports and dashboards can do so with a concurrent guest license. This is an optional component.

  4. Email schedules: This license component allows users to periodically email reports and dashboards to people who don't have an account in Zoho Analytics On-Premise.

The final price is calculated based on the total number of users, viewers, concurrent guests and email schedule components selected. Click here to get a quote.

5. What are the various user roles in Zoho Analytics?

There are three roles in Zoho Analytics.

  1. Server Administrator: The Zoho Analytics user who sets up the application will automatically become the Server Administrator. This role is not transferable. Server administrators can manage the application by configuring email settings, proxy settings, etc. To learn more about the various application settings, click here. 

  2. Manager: Users with the Manager role can create their own workspaces, be added as administrators to other workspaces and have read/write access to views shared to them.  

  3. Viewer: Viewers can be provided read permissions to shared tables, reports and dashboards. However, viewers cannot:

  • Create new views or workspaces

  • Edit or share the shared views

6. Do you offer free technical support during the trial period?

Yes. Technical support is free for all users, even during the trial period. There is no separate charge to receive support during the trial period. 

You can contact technical support through:

  • Email: onprem-support@zohoanalytics.com

  • Phone: +1 408 454 4202 (US) | +91-44-46447058 (India)

7. What is your refund policy?

At Zoho, we strive to create quality software that you enjoy using. You have a number of choices, and we appreciate you giving us your business. We have created this policy that details what we will do if we fail to meet your expectations. If you are dissatisfied at any time during your first 45 days of using our software, please contact us. We will do our best to address your issue, provide a work-around, or offer a timeline for a solution that will meet your needs. If you are still not satisfied, we will gladly offer you a full refund of your purchase.

We want you to be happy with our service throughout your entire contract, not only the first 45 days. If at any time during your contract we remove, break, or discontinue a functionality that was available at the time you signed up for your contract, we ask you to notify us immediately. If we fail to address the loss of functionality in a timely manner to your entire satisfaction, we will offer you a prorated refund for the remainder of your contract.

Please e-mail us at sales@zohocorp.com

 Account Set up

1. How to modify my account settings?

You can change your account setting by following the steps given below:

  • Access the Zoho Analytics On-Premise.
  • Click the drop-down menu displayed with your username at the top right corner.
  • Click My Account, this will open Zoho Accounts Profile page 
  • Customize/Modify your account settings as required.

Refer to the My Account Setting document to know more on this.

2. How to change/reset my password?

You can change your password by following the steps given below:

  • Access the Zoho Analytics On-Premise.
  • Click the drop-down menu displayed with your username at the top right corner.
  • Click My Account, this will open Profile page. 
  • Navigate to Change Password tab.
  • Enter the current password for confirmation.
  • Enter the new password twice and then click Save.
  • Your password will be changed.

3. Is it possible to change my primary Email ID?

Yes, you can change your primary email id and set one of your secondary email id as primary.

To change primary email id:

  • Access the Zoho Analytics On-Premise.
  • Click the drop-down menu displayed with your username at the top right corner.
  • Click My Account, this will open Profile page. 
  • You can change the e-mail address by clicking the info icon.  My Email Address page will open. 
  • Click Edit icon. Enter the Email ID and current password. 
  • Click Update. The e-mail address will be modified. 

 Data Import/Synchronization from Files, Databases and Applications

1. What are the file formats from which you can import data into Zoho Analytics?

You can import tabular data from the following file formats:

  • Excel Spreadsheets (.xls)
  • CSV (Comma Separated Values)
  • TSV (Tab Separated Values)
  • Any tabular data in text file format
  • HTML files MS Access (.mdb)
  • files Web URLs which generates data in CSV or Excel format
  • Zipped files in any of the above file formats (except .mdb files)

You can also copy-paste data from all the above file formats as well as from spreadsheets (Microsoft Office Excel, Open Office Calc and StarOffice) files to import the data into Zoho Analytics. For more details, refer to Import Data section.

 2. Any restriction on the size of data files that could be imported from the user interface?

Currently, Zoho Analytics allows you to import files (CSV, TSV, XLS, HTML) with maximum 1000,000 rows or a file size limit of 100 MB at a time when you use the Zoho Analytics user interface. It will restrict it based on whichever condition is met first. If you wish to upload more than 500,000 rows or a file more than 100 MB at a time, you can use the Upload Agent, as it would be more efficient to handle such loads.

For free and trial versions, Zoho Analytics allows you to have only up to a maximum of 500,000 rows in a table.

If you find these limits are constraining to your application needs, mail us your requirements to onprem-support@zohoanalytics.com, we will definitely help you.

3. How to upload data from local databases like Oracle, SQL Server, MySQL, DB2, PostgreSQL, MS Access etc., to Zoho Analytics?

You can upload data from local databases like Oracle, SQL Server, MySQL, DB2, PostgreSQL, MS Access, etc. to Zoho Analytics. For details, refer to this document.

4. Can I add data directly into Zoho Analytics?

Yes, you can enter data directly into Zoho Analytics table as you enter data in an Excel sheet. To know how to add data in a table, refer to the Add Rows and Columns section. You can also create a table by directly entering data. For details, refer to Enter Data Right Away section.

 Data Modeling

1. Does Zoho Analytics support Relational modeling?

Yes, Zoho Analytics supports relational modeling of your workspace. The following are the capabilities currently available:

  • You can create tables which have lookup columns between them. This helps you to create parent-child relationships and enable to automatically join data tables for creating reports.
  • With lookup columns you can define familiar models like Star Schema & Snow-flake Schema which are optimized for reporting and analysis.
  • Zoho Analytics supports cascade-on-delete i.e., when you delete a row in the parent table, it will automatically delete the corresponding rows in the child table(s). This setting is optional.
  • You can easily join tables to create reports in any of the following models:

2. Can I join tables/datasets to create reports in Zoho Analytics?

Yes, you can join data tables and easily create reports in Zoho Analytics. There are two way to join tables. They are by Auto join and by Query tables.

You can auto join tables using lookup columns and then create reports over these tables. Click here to learn more.

Using Query tables you can join data from multiple tables in a database using JOIN construct in SQL SELECT query. You can save the results from the query into a new table for creating reports over the same. Click here to learn more.

3. Does Zoho Analytics support SQL (Structured Query Language) Querying?

Yes, Zoho Analytics supports full-fledged SQL based querying of your database. It understands SQL SELECT Queries written in any of the well-known database dialects including Oracle, Microsoft SQL Server, IBM DB2, Sybase, MySQL, PostgreSQL, Informix and ANSI SQL.

You can use SQLs from any of the below methods:

  • From the Zoho Analytics User Interface, create Query Tables to execute SQL SELECT queries in Zoho Analytics. You can then generate reports over the Query Table created. Watch this Video on how to Create Query Tables. 
  • Use Zoho CloudSQL API to execute SQL SELECT queries on Zoho Analytics. You could use Zoho CloudSQL API when you want to integrate Zoho Analytics within your own applications.

4. What are the SQL Dialects supported by Zoho Analytics?

Zoho Analytics supports SQL written in a wide variety of popular database dialects. It currently supports Oracle, SQL Server, IBM DB2, Sybase, MySQL, PostgreSQL, Informix, and ANSI SQL database dialects.

 Sharing, Collaboration, Publishing and Export

1. Can I share my data and reports created in Zoho Analytics with other users?

Yes, you can easily share your data tables, reports, and dashboards created in Zoho Analytics with other admin users. Use the Share option within Zoho Analytics to share your tables, reports, dashboards or entire workspace to other users. You just need to provide the email address (Users should have a Zoho Analytics account registered with this email address. If they do not have an account at the time of sharing they need to create one using the email id to which it is shared) and set the necessary permission (Read or Read-Write etc.) for the views being shared.

To learn more, refer to Sharing and collaboration section.

You can also publish a workspace without login for anyone to access it in a Read-only mode (no permission for editing) or set the necessary permissions (Read Access, Export Data and View Underlying Data) to the views being shared. Refer to the topic Publishing views and workspaces without login to know how to publish your data and reports without login.

Note:

  • While publishing without login please choose whether to list the workspace under Zoho Public Workspaces list. If this is done, anyone can view your workspace. Hence exercise caution.

2. Can I embed/publish the tables, reports & dashboards created in Zoho Analytics into my Website, Web Application, and Blogs?

Yes, you can embed tables and reports created in Zoho Analytics in your website, web application or blog. Follow the steps below to achieve the same:

  • Open the report/dashboard that you wish to embed.
  • Click on the Publish icon and select Embed in a Website/Blog.
  • In the Embed snippet for dialog that opens, select the necessary options for customization.
  • You may also specify filter criteria if needed
  • Access with login prompts the user to enter his login credentials to view the report/dashboard. Also, the workspace owner/account administrator should have shared the report with the user
  • Access without login does not require the users to log in hence, the report will be accessible by anyone.
  • Once you select the necessary options copy the HTML snippet and paste it in the HTML code of your website/blog, wherever you wish to embed the report.

To learn more, refer to Embedding Views in Web Pages, Web Applications and Blogs section in Zoho Analytics.

3. Can I allow others to edit the data in my workspace?

Yes, you can allow other users to edit (add, modify & delete data) the data in your workspace. Follow the instruction below to do the same:

  • Open the data table to be shared from the Explorer tab of the corresponding workspace.
  • Invoke Share > Share this View to New Users option in the toolbar.
  • Provide the list of user email addresses to whom you want to provide Write permission to the data table.

    Note:

    • Users should have a Zoho Analytics account registered with this email address. If they do not have an account at the time of sharing they need to create one using the email id to which it is shared.
  • Select the required Write Options (Add row, Modify Row, Delete all rows and add new rows and Add new, replace existing and delete missing rows) and Import Options.
  • Provide the necessary email message for notification.
  • Click Share button.

Your data table is now accessible to the shared users for editing. For more details about granting permissions for your user, refer to Granting Permissions to Users section.

 4. Can I allow others to create reports in my workspace?

Yes, you can allow others to create reports in your workspace by sharing the data table over which you want them to create reports. You can do this as follows:

  • Open the corresponding base table over which you want to allow your users to create reports.
  • Invoke Share > Share this View to New Users option in the toolbar.
  • Specify the users’ email address (one per row) to whom you want to allow to create reports in your workspace.

    Note:

    • Users should have a Zoho Analytics account registered with this email address. If they do not have an account at the time of sharing they need to create one using the email id to which it is shared.
  • Provide the permission you want to grant for the users. Read-Only permission is sufficient to allow your user to create a report over the shared table.
  • Provide the necessary email message for notification.
  • Click the Share button.

Your data table is now accessible to the shared users. And they can create reports over the shared table. For more details about sharing, refer to the Sharing and Collaboration section.

5. Can I allow others to upload data in my workspace?

Yes, you can allow other users to upload data in your workspace. Follow the steps given below to do this:

  • Open the data table in the corresponding workspace.
  • Click Share > Share this View to New Users option from the toolbar.
  • Specify the users’ email address (one per row) to whom you want to provide permission to upload data.

    Note:

    • Users should have a Zoho Analytics account registered with this email address. If they do not have an account at the time of sharing they need to create one using the email id to which it is shared
  • Select the required Import Options (Only Append Rows, Add or Update Rows, and Delete All Rows and Add new Rows).
  • Provide the necessary email message for notification.
  • Click Share button.

Your data table is now accessible to the shared users. And they can upload data into your workspace, by logging into their Zoho Analytics account. For more details refer to Granting Permission to users section in Sharing Views to a User topic.

6. Can I generate a standalone URL (permalink) for the reports created in Zoho Analytics?

Yes, you can generate a standalone URL (permalink) for the reports created in Zoho Analytics. Follow the steps given below to do this:

  • Open the report/view for which you want to generate URL.
  • Click Publish > URL/Permalink for this View option in the toolbar.
  • In the dialog that opens, set the required options to be provided for the corresponding view.
  • The standalone URL (permalink) for this view will be generated and displayed in a text area (present at the bottom of the dialog) which you could copy and use.

For more details on this, refer to Creating URLs to Views section.

7. Can I export my reports created in Zoho Analytics? If yes, what are the supported formats?

Yes, you can export your reports & dashboards created in Zoho Analytics into various file formats. Zoho Analytics supports exporting into the following formats.

  • CSV - Exports the underlying data of a report as a Comma Separated Value (CSV) file.
  • PDF - Exports the report / dashboard as a printer friendly Portable Document Format (PDF) file format.
  • HTML - Exports the report / dashboard as a HTML document.
  • Excel (XLS) - Exports the underlying data of a report as an Excel file.
  • Image - Exports Charts as a GIF or PNG image.

For more details about exporting, refer to Exporting a Chart section. You can also mail the exported reports. For details refer to FAQ #8.

 8. Can I Email the reports as an attachment? If yes, can I schedule the emails to be sent automatically at specified time intervals?

Yes, you can email the reports & dashboards created in Zoho Analytics as attachments to your users. You can also schedule the emails to be sent automatically at specified time intervals. You can setup this as follows:

  • Open the corresponding view which you want to email as an attachment.
  • Click Export > Email this View or Click Email > Email this view and then choose the required format.
  • In the Email tab that opens, specify the email address of the users to whom you want to send the reports.
  • Change the Subject and Message as needed.
  • In the Schedule this Email section, set your preferred time interval for automatic scheduling.
  • By default schedule will be set to Send Now (Once).
  • Click Send.
  • The report will be automatically sent as an email attachment at the specified time intervals.

You can email multiple reports together.

 Integration with External Services

1. What are the External applications Zoho Analytics integrates or provides a connector with?

2. What are the External applications Zoho Analytics is planning to integrate with in the future?

Zoho Analytics is planning to integrate with many other popular business applications. If you would like Zoho Analytics to offer integration with any specific on-demand service/application, please do drop us an email to onprem-support@zohoanalytics.com

3. Do you offer integration with Google Adwords?

Yes, we do. Refer - Google Analytics help for more details.

 Help & Support

1. How to know more about the product?

Take a tour for a quick understanding of the product. Also refer to the following links, to know more on the features of Zoho Analytics:

Help Document: https://www.zoho.com/analytics/help/onpremise/overview.html

Online Video Demos:/analytics/Video-Demo.html

Solutions: https://www.zoho.com/analytics/solutions.html

Forum: https://help.zoho.com/portal/community/zoho-analytics

2. How do I get technical support?

You can mail your questions to onprem-support@zohoanalytics.com or call us at our toll-free numbers

  • US Direct Number: +1 408 454 4202
  • India Direct Number: +91-44-46447058 Extn: 6222

3. Do you offer telephone support?

Yes, Zoho Analytics does offer telephone support during business hours. You can call us on our toll-free numbers

  • US Direct Number: +1 408 454 4202
  • India Direct Number: +91-44-46447058 Extn: 6222

4. How do I interact with Zoho Analytics user community?

You can interact with Zoho Analytics user community through Zoho Analytics User Forums.

5. How can I get information about new features/announcements?

We will announce about new features in Zoho Analytics regularly in our What's New page. You will also be getting a notification banner on top of the Zoho Analytics User Interface (when you login) for important announcements/news.

6. Can I downgrade to the Personal edition after my trial expires?

Yes, you can. After your trial or license expires, the following screen will appear.

Click the Downgrade to personal edition button, and confirm your action. You will be successfully downgraded to the Personal edition. 

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