What's New in Zoho Analytics

Mar 04, 2021

Share Slideshow UI Revamped with More Interactive Options!

The Create Slideshow and Manage Slideshows pages have been revamped with more interactive options.

The new UI captures:

  • Slideshow Preview: You can now preview a created slideshow in the Copy URL page of the Create Slideshow wizard.
  • More Contextual Options: You can modify your slideshow settings from the Manage Slideshows page, which is now enhanced with more contextual options for better usability.

Click here to learn more.

Chart Sorting Enhancement

Until now, you could sort the Multi-Y charts based only on the dimensional column (X-axis). Now, Zoho Analytics allows you to sort the Multi-Y charts based on Y-axis values as well. You can choose to sort your chart based on either one of the Y-Axis values.

Also, we've renamed the sorting options using the dimensional column name to provide better visibility on how the chart is sorted.

Click here to learn more.

Feb 18, 2021

Revamped Manage Users User Interface 

We have revamped the Manage Users interface in both account and workspace level for an enhanced user experience.  Now you can easily manage your users without a hassle. 

Click here to learn more.

New Module Supported in Zoho CRM Connector

Advanced Analytics for Zoho CRM now supports synchronizing data from the following new modules along with the already existing ones:

  • Subforms
  • Linking Modules
  • Picklist History tracker

Click here to learn more.

Jan 08, 2021

Zoho Expense - New Addition to Zoho Finance Analytics 

Now Zoho Finance Analytics extends support for Zoho Expense services (in addition to Zoho Books, Zoho Invoice, Zoho Subscriptions, and Zoho Inventory). 

With the Zoho Expense advanced analytics connector, you can gain insights into your organization's expense and trip management data. You can also get details about various expense categories and policy violations.

Click here to learn more.

Zoho Finance Apps available as individual connectors

You can now setup the integration with any of the Zoho Finance apps -- Zoho Books, Zoho Invoice, Zoho Subscriptions, Zoho Inventory, and Zoho Expense -- individually from Zoho Analytics. All these connectors are now available as separate tiles for easy setup.

Enhancements in Ask Zia

Ask Zia is now enhanced with the following features to enable Zia to provide more advanced reports as a result.

Predictive Analysis

Ask Zia now supports predictive analysis. You can now ask questions to Zia about future trends/forecast apart from just historical data insights. 

Reports as Result

Now Zia also suggests existing reports and dashboards that are relevant to your question as a result.

The answer you are looking for might already be available as a report in the workspace. If your query matches with an existing report, Zia will suggest that as an answer.

Add as Synonyms

Now you can add the unrecognized words in your question as a synonym to a column in your tables in a few clicks. Setting up synonyms enriches the vocabulary of Ask Zia to answer questions.

Dec 14, 2020

Merging User Filters Enhancement

Merge User Filters in Dashboard has been enhanced to support all data types. 

Previously, only text column based user filters could be merged. Now you can merge user filters with all data types such as number, date, email, percentage, and others. 

This is pretty useful in cases when you have a dashboard with reports created over similar columns from different tables, but still want to have a single common user filter to apply over them.

Click here to learn more.

Support for Pagination in URL/Feeds Import

You can now import huge data files, available in URL/Feeds/REST APIs, in small batches into Zoho Analytics. Choose either one of the following pagination types and have your data files imported in batches into Zoho Analytics.

  • Page Number: You can use this option when your data is stored in multiple pages and you want to import them in the same sequence into Zoho Analytics.
  • Next Page URL: You can use this option when your data is delivered in pages with each page providing the URL for the next page to import.
  • Offset and Limit: You can use this option when you have a huge dataset and want to import them in batches, by providing the start position and batch size of each batch, into Zoho Analytics.​

Click here to learn more.

New Module Supported in QuickBooks Connector

Advanced Analytics for QuickBooks now supports synchronizing data from the Customer Type module.

Click here to learn more.

Easy Export options in Explorer 

To enhance the user experience we have introduced the following new export options in the Explorer

Export Views from Explorer

A new option to export multiple views from the Explorer is added to enable the users to access the option easily. You can select the views in bulk and invoke this option. 

Export Views in Folders

Now you can easily export or email all the views in a folder into various formats with a few clicks. Previously, you could export a folder only as a PDF. 

Click here to learn more

Authentication Made Easy for Zapier

When you connect to Zoho Analytics from your zaps created in Zapier, you no longer need to provide the AuthToken from Zoho. You can now directly use Zoho's username and password to connect.

Click here to learn more

Oct 06, 2020

Switch Chart Axis Dynamically

Interactive capabilities of charts has been further enhanced with the new Switch Axis feature. Now you can switch the X-Axis column dynamically as required and view the chart in different dimensions.  

Click here to learn more.

Set Alternative Text for Web URL in Grid Views

From now on you will be able to display an alternative text for Web URL columns, instead of actual URLs, in the Pivot Tables and Summary Views. This can be set as part of the column formatting, for columns of type URL. 

Click here to learn more.

Import from more Local Databases with Zoho Databridge

Zoho Analytics now extends support to import data from the following databases using Zoho Databridge.

Spatial Data Import

Zoho Analytics now supports a new file type import - Spatial Data File. You can now import your spatial data into Zoho Analytics and create geo-maps to analyze your data in detail. 

Zoho Analytics supports Shape, TopoJSON, and GeoJSON file formats. Geodata formats namely point, polygon, and multi-polygon will be auto-identified when you import spatial data files.

Click here to learn more.

Sep 03, 2020

Expiry Date for Private Links

You can now set expiry date for the link generated for a view, using Access without Login permission. After the said date, the link will expire automatically, and the view will not be accessible.

Option to Request Access

A shared user can now use the newly introduced Request Access option to request for read permissions for a shared view.

When a shared user tries to access a view without proper permission, they will be navigated to the access denied page as shown above. From here, they can request access to the view from the Administrator by clicking the Request Access button. The Account/Organization/Workspace Administrator can approve the access request, and share the view to the requested user.

Click here to learn more.

Show/Hide in Pivot View

You can choose to hide columns using the new Show/Hide Columns option in Zoho Analytics' Pivot View.

Click here to learn more.

Aug 25, 2020

 Advanced Analytics for Instagram 

The Advanced Analytics connector for Instagram enables you to analyze your user traction and account performance in detail. It allows you to slice & dice your Instagram account data and get insights on your followers (age, gender, and place) and how popular is your brand. 

This integration includes 45+ prebuilt reports and dashboards over your Instagram data to help you jump start your analytics right away.    

Click here to learn more.

Advanced Analytics for Sage Accounting

Advanced Analytics for Sage Accounting helps you to analyze your key financial metrics such as accounts, expenses, invoices, and many such KPIs. With this connector, you can create insightful reports and dashboards on your financial data and thereby stay well ahead in your financial journey.

The integration packages 75+ prebuilt reports and dashboards over your Sage Accounting data, offering indepth financial analytics.

Click here to learn more.

Both Advanced Analytics integrations are Ask Zia trained and can answer your questions with appropriate reports in seconds. 

Chart Enhancements

New Chart Type - Histogram 

A new Chart type Histogram is added now. It is a special form of bar chart where the values are plotted over continuous rather than discrete categories and useful to plot frequency distributions. 

Click here to learn more.

New Chart Options

We have added new chart options to create horizontal bar, horizontal stacked bar and 100% stacked bar charts.

With this option, you can also create a horizontal bar/stacked chart with multiple Y axes too.  

Jul 22, 2020

 Ask Zia - our AI assistant with cool new features

A set of cool new features has been added to our already smart Ask Zia. The enhanced AI assistant will now support:

  • Ability to Understand Unstructured and Incomplete Queries: Ask Zia can now interpret grammatically unstructured queries appropriately. In the example below, although the query is not properly formed it will still be interpreted rightly as "show me sales by region in the previous year".
  • Typo Tolerance: Ask Zia is now typo tolerant. It can even understand misspelt words and interpret your questions right. The example below shows that misspelt words being handled appropriately and the question being rightly answered.

  • Ability to Interpret Accurate Function Type: Ask Zia can interpret the intent of your questions, derive the functions to be applied on your data, and generate the metric that you are asking for.

    For example, the questions "Which region has the highest total sales" and "Which region has the highest number of sales" read very similar, but are subtly different. The first question should get the Region with the highest TotalSales (Sum function type). Whereas the second question should show the Region with the highest Sales Count (Count function type).

  • Comprehend Short Dates and Weekday/Weekend: You can now ask questions with short dates and weekend notations like "Sales for Apr, May, and Jun 2020" or "Show me the weekend sales for June 2020".

Click here to learn more about constructing questions for Ask Zia.

Organization Administrator role now available in Zoho One as well!

The Organization Administrator role is now available for Zoho One users as well. Earlier, the role was made available only to Zoho Analytics users. Based on the request from many Zoho One users, this role is now extended to Zoho One as well. 

Click here to learn more about the Organization Administrator role.

Enhancements in Export and Email Dialog UX

The UI of the Export and Email dialogs has been enhanced for better usability. The new UX supports easy user navigation with succinct options.

Click here to learn more about the new UX.

Workspace Explorer Enhancements

In Workspace Explorer, you can now make sub-folders as "Default" folders too. Until now you can only make parent folders as default.

Click here to learn more about the Workspace Explorer.

Jun 11, 2020

 Fill Chart with Pattern

Now you can apply attractive patterns over your chart to enhance the visual appeal of your chart.  

You will find a set of prebuilt, pattern-based palettes. You can also create your own pattern palette to apply in your chart. This feature is of immense benefit for users with difficulty in identifying colors.

Click here to learn more about the Pattern Palette

Import Data from Cloud Databases into an Existing table

So far, Cloud Databases were listed as data source only when importing into a new table. From now on, they will get listed as data source when importing into an existing table too.

Click here to learn more about the import from Cloud Database.

May 28, 2020

 Option to Disable Dynamic Drill Down

An option to enable/disable Dynamic Drill Down in a chart is now available on the Chart Settings page. 

By default, the Dynamic Drill Down option will be enabled for the charts you create in Zoho Analytics. You can now choose to disable it if needed, from the Settings page. 

Click here to learn more.

Workspace & Explorer Enhancements

Converting a sub-folder to a parent folder is now possible. You can now convert a sub-folder to a parent folder with just a single click.

Another handy feature that's now available -- you can now easily favorite your reports and dashboards when you are viewing them, by clicking the new favorite icon placed right next to the name of the report/dashboard.

Click here to learn more.

User Filter Enhancement

For ease of accessibility, we have enhanced the already existing behavior of cascading User Filters. The option "List only relevant values" is now divided into "List only relevant values" and "List Relevant Values, with "Show All" option". 

  • List only relevant values: This option is used to set up cascading User Filters i.e., if you want the second (or subsequent) User Filter's value to be dependent on the value that you have chosen in the preceding User Filter(s). 
  • List only relevant values, with 'Show All' option: This option is similar to List only relevant values, with a Show All link. Clicking Show All will list all the values in the dropdown for filtering.

Click here to learn more.

May 13, 2020

 Publish Within Organization Enhancement  

So far you can publish views to entire web users or users within your Zoho Analytics Organization. Now you can also publish reports and dashboard to users in your Zoho Organization.

Click here to know how to publish within Organization

Column Level Publishing

So far restricting selective columns is available only while sharing. Now you can publish selected columns from your table. This enables you to control what data your users get to see. This will particularly be helpful in case you have sensitive data in your table.

Click here to know how to publish columns

Select Organization to Import Data

If you have Organization Admin privilege for multiple organizations, now we give you an easy option to import data into any organization right from the Home page. When you import data, it will prompt to choose the organization in which the workspace has to be created and data needs to be imported                 

Click here to know how to Creating Workspace in Shared Organization

Apr 30, 2020

Smart Data Alerts now via Slack, Microsoft Teams, and Webhook!

Until now, any anomaly or change in your key business metrics were brought on a snap to you via Email and In-app notification channels. In addition to the already existing channels, new to join the line of channel notifications are:

  • Slack
  • Microsoft Teams
  • Webhook

Get data alerts any time, anywhere. Stay well-informed and prepared.

Click here to learn more.

Apr 23, 2020

Trend Line

We are happy to announce that Zoho Analytics now supports plotting Trend Lines in your charts. Trend Lines are used to identify the trend present in your data. Zoho Analytics can plot the past and future trend in your time series or number series data. 

Zoho Analytics provides five models to derive the Trend Line. They are Linear, Logarithmic, Exponential, Power, and Polynomial.

Click here to know more about Trend Lines.

Expand and Collapse Pivot View

A new Expand/Collapse option is added in Pivot View. This is a handy feature that helps users to drill into the pivot data using expand/collapse option. 

Users can now view the data in a hierarchical manner. i.e., they can view the higher group and gradually move to the groups within or do the reverse.

Click here to know more about Expand and Collapse option in Pivot View.

Date based Lookup Column

Now you can define a date column to be a lookup column too. 

When reports are created on tables involving date lookup, Zoho Analytics will automatically derive the appropriate date function to be used to join the tables and generate the report. 

Click here to know more about Lookup Column.

Mar 30, 2020

All collaboration options now under a single menu

The collaboration options Share this View, Make this View Public, Edit Shared Details, Email, Embed, URL/Permalink, Slideshow have all been grouped and listed inside the Share button for easy accessibility. You can now access all the collaboration options from the Share button.

Click here to learn more.

Mailing views with "Share Filter Criteria" to multiple users

Mailing view(s) to multiple users after applying the "Share Filter Criteria" has now become easy. So far, it was possible to mail only one user, at a time, applying the Share Filter Criteria. This limitation has been removed. From now on, you can send the filtered view(s) to multiple users and groups.

Click here to learn more.

Feb 28, 2020

Advanced Analytics for Site24x7

Advanced Analytics for Site24x7 helps to improve your service/platform availability & quality with meaningful insights on outages, alarms, monitors, and infrastructure.

You can easily track the outages by analyzing the key metrics such as downtime count, duration of outage, frequency, and more across locations. This helps in identifying the root cause of downtime and take appropriate steps to maximize website, application and server performance and availability.

The connector comes with 85+ handpicked default reports and dashboards, which provide in-depth insights on various metrics to get a complete overview of all your monitors instantly. 

Click here to know more about the connector.

Advanced Analytics for SalesIQ

Advanced Analytics for Zoho SalesIQ helps you to understand your customer actions and their experience by visually analyzing their touchpoints. Analyze KPIs like website traffic sources, visitors' geographic distribution, the average time spent on your website, shared responses, and many more with our prebuilt reports and dashboards. Tracking these KPIs will help you to optimize lead generation, enhance your users' experience, and convert them to customers, thereby helps you to increase your ROI.

Apart from analyzing data from Zoho SalesIQ, you can blend data from other applications such as Zoho CRM, Zoho Desk, Salesforce CRM, Zendesk, etc., along with Zoho SalesIQ to do end-to-end cross-functional analytics.

The Advanced Analytics for Zoho SalesIQ includes 75+ prebuilt reports and dashboards over your Zoho SalesIQ data that help you to jump-start your analytics right away.

Click here to know more about the connector.

Wildcard Filtering Option

Zoho Analytics now supports a new filtering option named Wildcard filter for text columns. Now you can filter the data by constructing filter criteria. This allows you to filter data specifying multiple conditions at the same time. You can join the conditions with AND/OR logical operators. 

Click here to know more about this. 

Support for Percentile Calculation

Zoho Analytics now supports Percentile as a summary function for creating reports. You can now plot a report applying percentile function on column. 

e.g., when you plot the 90th percentile of a column, it will show the numbers below which 90% of the column values lie.

Click here to know more about this. 

Get Notifications in Zoho Analytics Mobile App

You can now get notifications in your Zoho Analytics Mobile App (both iOS and Android) for the following actions:

  • When an alert is triggered
  • When a view is shared with you
  • When you are added to or removed from a group
  • When a scheduled import fails

Click here to know more about this. 

Feb 20, 2020

Support for Amazon S3

Amazon S3 is the latest entrant being added to the list of Cloud Storages/Drives supported by Zoho Analytics. You can now analyze data from files stored in Amazon S3 buckets, using Zoho Analytics. 

Click here to learn how to analyze the data stored in Amazon S3.

White Label Settings Page Revamped with More Customization Options!

The White Label Settings Page has been revamped with a lot of additional features and enhanced usability. The new UI is divided into Settings and Administrative Action tabs, with each tab containing various customization options. 

A gist of the new features introduced:

  • Password Policy Settings: Configure and manage users' password settings. 
  • Ask Zia: Enable the smart assistant Zia. Zia is a search-driven augmented analytics assistant, helping your users create reports instantly, by just asking questions.
  • Password Reset Option: Reset users' passwords.
  • Account Deletion Option: Delete user accounts.

Click here to learn more about the White Label Settings page.

Jan 31, 2020

New Data Connectors

We're happy to announce two new Advanced Analytics connectors--for LinkedIn Ads and Eventbrite--powered by Zoho Analytics. 

Advanced Analytics for LinkedIn Ads

Advanced Analytics for LinkedIn Ads, enables you to visually analyze your marketing Ad campaigns, measure the outcomes, and derive actionable insights in minutes. Quickly analyze key performance metrics like traffic, CTR, CPC, CPM, conversion rate, and much more. Apart from analyzing your LinkedIn Ad campaigns, you can also blend data from other sources to get end-to-end insights of your entire business function. 

The connector comes with 75+ handpicked default reports and dashboards, which provides visual insights of Ads campaigns. With LinkedIn Ads Advanced Analytics, you can make more informed decisions when running multiple LinkedIn Ads campaigns to grow your business. 

Click here to learn about LinkedIn Ads Advanced Analytics.

Advanced Analytics for Eventbrite

Advanced Analytics for Eventbrite helps you to analyze and draw insights from the key elements of an event, like the registration count, attendees count, tickets sold, etc. By analyzing and tracking these KPIs, you can get insights about how successful was an event conducted and come up with actionable insights for improvement.

The Advanced Analytics for Eventbrite includes 60+ prebuilt reports and dashboards over your Eventbrite data that help you to jump-start your analytics right away.

Click here to learn about Eventbrite Advanced Analytics.

Display Values in Chart Legend

Now you can choose to display the legend items with or without the corresponding values. 

You can also customize the format to display data. This option is available for Pie and Funnel Charts. 

Click here to learn more about the Settings. ​

Pivot/Unpivot Operators in Query Table

Query Table now supports the following keywords in the query.

  • Pivot - This rotates a specific column's unique row values into multiple columns of the table.
  • Unpivot - This rotates multiple column headers of the table into a specific column's unique row values.

Alignment options in KPI widget

Now KPI widgets support alignment option. By default all KPI will be aligned to center.  With this change, the alignment of the existing widgets in your dashboards will be changed to the center. 

Jan 20, 2020

Happy New Year! Zoho Analytics welcomes 2020 with some cool new options.

Embed / Publish UI Revamped with Lot More Options!

The Embed / Publish URL dialog has been revamped for better usability and has also introduced a good set of additional functionalities. 

The new UI captures the following:

  • Embed and Publish options merged in a single screen
  • Access with Login, Access without Login, and Access within Organization / External Users permission controls in the same dialog
  • Status of the already published types
  • New option to specify URL criteria 

 Make Views Public Within Organization​​

You can now choose to make views public only within your organization. Using this option will make a view accessible only to the users within your organization.

Click here to learn more about this option.

URL Criteria

A new option to Specify URL Criteria has been made available in the Embed / Publish URL dialog. Using this option you can apply dynamic filters. 

By default, the criteria you provide here will be appended as part of the URL. You can mask the same using Mask Criteria in URL option if required.

Click here to learn more about URL Criteria.

For more learning on the new Embed / Publish dialog, do read our help page.

Customize Auto-Blending in Connectors

Zoho Analytics has the capability to blend data across connectors for business apps automatically. Now, you can customize auto blending suggestions by customizing the look-up columns suggested between these connectors.

Auto blending is now available for a couple of connectors. You can also define your own look-ups manually, as required.

Data Snapshot Supports Charts with Forecasted Values

Now you can snapshot data from your charts which contains forecasts. You can then create reports on the predicted values across timelines and compare them with your actual data.

Click here to know more about Data Snapshots.

New Modules and Fields Supported in Connectors

Zoho Analytics supports new modules and fields for existing connectors. Provided below is the list of newly added modules and fields.

New Modules Supported​​

Connector NameSupported Modules
  • Abandoned Checkouts
  • Abandoned Checkout Note Attributes
  • Abandoned Checkout Shipping Lines
  • Abandoned Checkout Line Items
  • Abandoned Checkout Discount Codes
  • Abandoned Checkout Tax Lines
  • Abandoned Checkout Line Items Tax Lines
  • Abandoned Checkout Tax Lines
  • Abandoned Checkout Line Items Applied Discounts
  • Abandoned Checkout Line Items Properties
Zoho CampaignsCampaigns vs Contacts vs URL
XeroQuotesQuote LineItems

New Fields Supported​​

Connector NameModuleSupported Fields
Zoho Projects & Bug TrackerMilestone BudgetThreshold
Users ProfileStatus
YouTube ChannelTime Sheets Is TimerStart TimeEnd Time
VideosDuration (video duration in seconds)
Facebook AdsAd Insights40+ new fields
Adset Insights40+ new fields
Account Insights40+ new fields
Campaigns Insight 40+ new fields

Workspace Explorer Enhancements

Moving views across folders has now become easy. You can select multiple views from across folders, and move them to a folder within a Workspace. Also, you can now move the parent folder as a sub-folder and move sub-folders from one folder to another within a Workspace.

Another handy feature that has been added is that you can favorite your most accessed reports and dashboards from the left navigation menu bar.

Click here to learn more about the workspace explorer options.

Similar to Another Table now considers connected tables as well!

Similar to another table has been a handy feature, which helps you to create similar reports on a single click, over a new table, similar to the ones already created over an existing table. So far it has supported creating reports only on a single table, not considering the connected tables. This limitation has been removed. From now on, you can create similar reports based on connected tables as well. 

Shortcuts to Create New Dashboards and Reports

A shortcut link Create New Dashboards / Create New Reports is now available in the left side navigation menu bar of Dashboards / Reports tabs respectively. 

With the ease of a single click, you can now create a new report or dashboard. 

Click here to learn more about Dashboards and Reports.

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