Release Notes for Zoho Analytics

Build Number: 5050 (Release on: November 15, 2021)

Features introduced
  • You can now import data from Google Cloud SQL MS SQL Server cloud database. Learn more.
  • Zoho Analytics' getting started screens have been revamped to enhance the user experience. Learn more.
  • You can choose to generate forecasts for the columns used in a chart's Color shelf. Learn more.
  • You can now configure workspace-level formatting options. These configurations will apply to all views in the workspace. Learn more.
  • You can now create lookup columns while importing data using live connections. Learn more.
  • New KPI chart type widgets have been introduced. Learn more.
  • The following enhancements have been made to reports in Zoho Analytics:
    1. A chart's Edit Design mode displays contextual menu options over columns used in the chart builder (on mouse hover). Learn more.
    2. You can now display images in the place of text in a chart's axis. Learn more.
    3. The creating a tabular view screen has been revamped for easier navigation. Learn more.

Build Number: 5030 (Release on: October 15, 2021)

Features introduced
  • Introducing audit logs - this feature allows administrators to capture detailed logs on application access and user activity. Learn more.

Build Number: 5020 (Release on: September 29, 2021)

Features introduced
  • Introducing support for analytics on release management, change management and configuration management modules in ServiceNow. Learn more.
Issues fixed
  • The issue in data synchronization with local databases when a viewer license is configured is now fixed.

Build Number: 5010 (Release on: September 08, 2021)

Issues fixed
  • The issue while exporting custom map charts is now fixed in workstations with Google Chrome versions 59 or above installed.
  • The issue that exported dashboards in a PDF layout without reflecting the configured password is fixed.

Note: To facilitate enhanced security, the default installation folder for Zoho Analytics on Windows servers is now 'C:Program Files/'.

Build Number: 5000 (Release on: July 12, 2021)

Features introduced
  • Introducing Zoho Analytics Dashboards app - you can now view and interact with reports and dashboards on the go using this immersive mobile app. Learn more.
  • Introducing out-of-the-box integration with Sage Accounting. Learn more.
  • Introducing out-of-the-box integration with YouTube. Learn more.
  • You can now import data from Amazon S3 databases. Learn more.
  • The following enhancements have been made to Ask Zia:
    1. Introducing Zia Insights - you can now access actionable insights on your visualizations instantly. Learn more.
    2. Our AI assistant, Ask Zia, now supports inputs in Spanish.
  • You can now format the values in your pivot views based on relevant conditions. Learn more.
  • Introducing additional themes that allow you to customize your Zoho Analytics application easily.
  • You can now customize your map chart's background theme using custom images. Learn more.
  • The Edit Table screen has been revamped for easier navigation. Learn more.

Build Number: 4750 (Release on: June 29, 2021)

Features introduced
  • You can now achieve application redundancy by setting up a high availability configuration. Learn more.
Issues fixed
  • The Cross-Site Scripting (xss) vulnerability in the display name field is now fixed.

Build Number: 4700 (Release on: May 31, 2021)

Features introduced
  • Zoho Analytics now allows you to copy reports, dashboards and tables from one workspace or installation to another. Learn more.
  • You can also import data from one Zoho Analytics workspace to another from the Import your Data screen. Learn more.
  • You can now customize the mathematical models involved in forecasting your data. Learn more.
  • Introducing Viewer mode - this mode removes edit/modify action buttons from the UI, thereby setting up reports and dashboards for a clutter-free view-only experience.
  • The following enhancements have been made to charts:
    1. When a chart has multiple axes, you can now choose to merge specific axes. Learn more.
    2. You can now apply various effects on your chart to modify its overall appearance.
  • You can now expand and collapse the user filters in dashboards.
  • There are also several minor enhancements in the Zoho Analytics user interface, designed to enhance your experience.

Build Number: 4650 (Release on: May 12, 2021)

Features introduced
  • Introducing out-of-the-box integration with Zoho DataPrep (Beta). Learn more.
  • You can now import large amounts of data in batches from web URLs. Learn more.
  • Zoho Analytics now allows you to import spatial data files from local files. Learn more.
  • You can now import zip code data into Zoho Analytics, and generate geo visualizations with ease. Learn more.
  • The following enhancements have been made to Ask Zia:
    1. Ask Zia now supports predictive analytics and generates reports with forecasted values. Learn more.
    2. Introducing conversation mode: Ask Zia allows you to post follow up questions to help you dig deeper into your data.
    3. Ask Zia is now exclusively available in conversation mode within dashboards, to answer any dashboard-specific questions.
    4. Ask Zia will list existing reports as answers to your questions where applicable.
    5. You can now map terms in your questions to corresponding columns in the data table while entering your questions. Learn more.
  • The following enhancements have been made to dashboards:
    1. You can now add multiple tabs to your dashboards. Learn more.
    2. The merge user filters functionality in dashboards has been enhanced to support all data types. Learn more.
  • The following enhancements have been made to the sort functionality in charts:
    1. You can now sort your multi-axis charts with both X and Y-axes values.
    2. The Sort option in your chart's toolbar has been revamped for easier navigation. Learn more.
  • You can now export multiple views from the Explorer or export an entire folder. Learn more.
  • Slideshows support a new preview option. Learn more.
  • You can now automate scheduled backups of the Zoho Analytics application easily. Learn more.

Build Number: 4610 (Release on: April 23, 2021)

Issues fixed
  • The keystore encryption issue that required an application restart has now been fixed.
  • The issues faced while importing data from Google Drive have been fixed.

Build Number: 4600 (Release on: March 29, 2021)

Features introduced
  • Zoho Analytics now supports data import from the following local databases: SQLite, Progress OpenEdge, Hive, Firebird, YugabyteDB, Microsoft Access and SAP HANA. Learn more.
  • You can now import data from cloud databases into existing tables in Zoho Analytics. Learn more.
  • Introducing trend lines - you can now identify past and future data trends in Zoho Analytics easily. Learn more.
  • The following enhancements have been made to Ask Zia:
    1. The AI assistant can now understand questions that are grammatically unstructured or incomplete.
    2. Ask Zia now features typo tolerance, to understand words that are spelled incorrectly.
    3. Ask Zia can now interpret the mathematical function that is best suited for your question.
    4. The AI assistant's knowledge of dates is now enhanced - the term "weekend" and the abbreviated versions of months can now be used.
  • You can now configure a date column as a lookup column between two tables. Learn more.
  • The following enhancements have been made to charts:
    1. A new chart type has been introduced: Histogram. Learn more.
    2. You can now apply patterns to your charts, and choose from a range of pre-built ones or create your own. Learn more.
    3. You can now create a 100% stacked bar chart, and charts with horizontal stacked bars that can have multiple Y axes.
    4. Zoho Analytics allows you to switch your chart's axis dynamically, to view the chart per your requirements. Learn more.
    5. You can choose to disable the Dynamic Drill Down option in charts. Learn more.
  • The following enhancements have been made to pivot views:
    1. You can now hide specific columns in pivot views easily. Learn more.
    2. You can now expand and collapse the rows, columns and cells in your pivot views. Learn more.
  • The following enhancements have been made to the sharing and publishing functionality:
    1. You can now request access to views that haven't been shared with you. Learn more.
    2. Zoho Analytics now allows you to set expiration dates for views that are published without login credentials.
    3. While publishing a table, you can now choose to publish only selective columns from that table.
  • The Export and Email dialog boxes have been revamped for easier navigation.
  • The following enhancements have been made to the Explorer View:
    1. You can convert a parent folder to a sub-folder, and vice versa. Learn more.
    2. You can now mark sub-folders as default folders in your workspace.
  • You can now bookmark important views when accessing them, using the icon found beside the view's name.
  • The following enhancements have been made to user filters:
    1. The existing List only relevant values option can now be used to configure cascading user filters, wherein the subsequent user filter's values are dependent on the preceding user filter's value.
    2. Conversely, the Show All option can be selected to list every value in the subsequent user filter, regardless of the preceding user filter's value. Learn more.
  • The login and data import screens have been revamped for easier navigation.
Issues fixed
  • Encryption issues with the keystore password stored in the server.xml file in the /conf directory has now been fixed.

Note: For Windows installations, Microsoft Visual C++ 2015-2019 will be installed automatically along with Zoho Analytics if its not already available on the installation server. This is to ensure seamless support with the Zoho Analytics database, and enhance its performance.

    Build Number: 4590 (Release on: November 12, 2020)

    Features introduced
    • Introducing out-of-the-box integration with Exact Online. Learn more.
    • You can now invoke stored procedures to import data from specific databases. Learn more.

    Build Number: 4580 (Release on: October 20, 2020)

    Features introduced 
    • Introducing out-of-the-box integration with Zoho CRM. Learn more.
    • Introducing a new license category - Viewers. Members in the category can be given read permissions to shared views and tables. However, they cannot:
      1. Edit or share the shared views
      2. Create new views or workspaces.
    • The existing Concurrent Viewers license category has been renamed as Concurrent Guests. This is only a name change with no change in functionality.

    Build Number: 4560 (Release on: August 24, 2020)

    Features introduced
    • Introducing out-of-the-box integrations with QuickBooks Desktop and Google Ads. Click the respective links to learn more.
    • The Personal edition now supports data import only from files/feeds, local and cloud databases, and allows users to analyze a total data volume of 10K rows.

    Build Number: 4550 (Release on: July 22, 2020)

    Database upgrade
    • The Zoho Analytics database is upgraded from PostgreSQL version 9.6 to version 11.7.

    Build Number: 4500 (Release on: June 01, 2020)

    Features introduced
    • Introducing Wildcard filters - you can now construct filter criteria with multiple conditions to filter the data in your reports. Learn more.
    • You can now create Data Snapshots of charts containing forecasted values. Learn more.
    • The below keywords are now supported while creating query tables:
      1. Pivot: Converts rows into columns by turning the unique values in the input column to multiple output columns.
      2. Unpivot: Converts columns into rows by changing multiple columns to values in a single row.
    • You can now customize a KPI widget's alignment in a dashboard.
    • The following enhancements have been made to charts:
      1. Choose to display legends with or without their corresponding values, and customize their format. Learn more.
      2. You can now plot charts with percentile function applied over the numeric data. Learn more.
    • The following enhancements have been made to the Explorer View:
      1. Select and move multiple views across folders in a workspace.
      2. Move sub-folders from one folder to another, and make parent folders as sub-folders within another folder.
      3. You can now bookmark important views from the Reports and Dashboards section in the side panel.
      4. Creating new views is now easier, with options to create tables, reports, and dashboards from the respective sections in the side panel.
    • The following enhancements have been made to the collaboration features:
      1. The various collaboration options are now grouped under the common Share button.
      2. You can now email filtered views to multiple users and groups. Learn more.
      3. The Embed and Publish URL screen has been revamped to facilitate easy access.
    Issues fixed
    • On renaming the source tables imported using the live connect option, the changes will be reflected in the corresponding Zoho Analytics tables on synchronization.
    • Missing filters in the "Software Issues Due Today" report in Jira Software integration have been added.
    • You can now expand and collapse views displayed in the grid format, from the Explorer page.
    • The issue that removed the OJDBC and JTDS jars after upgrading to build 4350 and above is now fixed.

    Build Number: 4460 (Release on: May 08, 2020)

    Features introduced
    • Introducing out-of-the-box integration with Jira Software Cloud and Jira Software Server. Learn more.

    Build Number: 4420 (Release on: March 26, 2020)

    Issues fixed
    • Issues in Active directory configuration caused by certain special characters in the password are now fixed.

    Build Number: 4410 (Release on: February 24, 2020)

    Features introduced
    • You can now import users from your Active Directory and configure single sign-on. Learn more.
    Issues fixed
    • Issues in creating folders and sub-folders within your workspace are now fixed.

    Build Number: 4400 (Release on: February 07, 2020)

    Features introduced
    • Introducing Data Snapshots - a new way to capture data from a report and store it as a table. This is useful for historical data comparison. Learn more.
    • Zoho Analytics now supports more authentication types while importing data from web feeds. Learn more.
    • You can now view the dependency details for a table or a report. Learn more.
    • Create sub-folders in your workspace to organize views easily. Learn more.
    • You can now dynamically filter dashboards based on the data points in a report. Learn more.
    • Customize the layout of pivot tables to attain a more compact outlook. Learn more.
    • Managing groups in Zoho Analytics is now easier with an enhanced UI. Learn more.
    • The following enhancements are made to the sort functionality in charts:
      1. By default, new pie charts will be sorted in the descending order based on the distribution of values.
      2. A chart with its top or bottom 'N' values filtered will also be sorted in the ascending or the descending order accordingly. 
      3. If custom sort is configured as the default for a column in a table, new reports created over that column will also be sorted in the same manner.  

    Build Number: 4350 (Release on: December 02, 2019)

    Features introduced
    • Introducing Butterfly charts, and Geo Heat Map charts as a new variant of the Geo Map charts. 
    • Zoho Analytics now supports data import from the following local databases: DB2, Exasol, Greenplum, Vertica, Actian Vector, Denodo, Pervasive SQL, and any database that supports a JDBC Connection. Learn more.
    • You can also import data from statistical files, stored in local drives and web feeds. Learn more.
    • Zoho Analytics now allows you to customize the positioning of the column and row summaries in Pivot Tables. Learn more.
    • The report-specific formula builder now supports logical and comparison operators. Learn more.
    • You can now apply the parent table's filter criteria to the dashboard when sharing it with users. Learn more.
    • Users can choose to unsubscribe from workspaces that are shared to them. Learn more.
    • You can now include upto 25 users in each email schedule. The Pick Users / Groups option also lets you pick groups from a list, instead of having to type all the email addresses individually. Learn more.
    • The following enhancements have been made to the Explorer View: 
      1. Use the Shift + Select option (hold down the shift key during view selection) to choose several views at a time. 
      2. Clicking the speech bubble icons in the Explorer View will take you to the comments section of each view. 
    Issues fixed
    • The security issue that resulted in a Remote Code Execution (RCE) vulnerability has been fixed. 
    • An Out-of-band XML External Entity (OOB-XXE) vulnerability that allowed users to read arbitrary files and scan internal ports is now fixed. 

    Build Number: 4300 (Release on: September 18, 2019)

    Features introduced
    • Zoho Analytics now supports data import from the following cloud databases: Amazon Aurora PostgreSQL, Amazon Athena, Microsoft Azure MySQL, Microsoft Azure PostgreSQL, Microsoft Azure Maria DB, Microsoft Azure SQL Database, Microsoft Azure SQL Data Warehouse, Google BigQuery, Google Cloud SQL, Google Cloud PostgreSQL, Snowflake, Rackspace Cloud MySQL, Rackspace Cloud Maria DB, Oracle Cloud, IBM Cloud and Panoply. Learn more.
    • Zoho Analytics now allows you to specify accuracy levels in forecast reports. Learn more.
    • A new chart type has been introduced: Bubble Pie chart. Learn more.
    • Zoho Analytics has introduced new variants to Combination charts. Learn more.
    • The following enhancements are offered in Geo map charts:
      1. New map chart themes have been introduced - Satellite theme, and custom theme. Additionally, a continuous color range legend can also be applied on map charts. Learn more.
      2. Support for creating map charts using Airport IATA codes.
      3. Country-specific map charts can now be created. Learn more.
    • The option to import from Files and Feeds has now been categorized into separate tiles in Zoho Analytics, to simplify the import process.
    • The dashboard editor has been enhanced to facilitate smooth resizing and positioning of reports. You can also maximize and export specific reports in a dashboard.
    • The Chart Color Palette section has now been revamped to facilitate easy access. Learn more.
    • Enhancements in chart drill down allow you to ignore the value in the Color tile and drill down on the entire data present in the chart. Learn more.
    • You can now change the dashboard and report listing style (folder view, type view or related view) from the side panel.
    • You can now rename columns in a table by double-clicking the column header.

    Build Number: 4280 (Release on: July 22, 2019)

    Features introduced
    • Introducing Zia, the intelligent analytics assistant that understands users' questions in plain english and offers powerful insights immediately. Learn more.
    • Zoho Analytics now supports single sign-on with third-party applications that support SAML authentication. Learn more.

    Build Number: 4250 (Release on: May 10th, 2019)

    Features introduced
    • Introducing out-of-the-box integration with ServiceNow. Learn more.
    • You can now connect live with your data in Amazon Aurora - MySQL database for real-time analytics. Learn more.
    • Zoho Analytics now supports data import from MongoDB on-premise databases. Learn more.

    Build Number: 4200 (Release on: March 27, 2019)

    Features introduced
    • Introducing Live Connect for databases. Connect live with your data in MySQL to run real-time analytics. Live Connect for other databases will be supported soon. Learn more.
    • Zoho Analytics now lets you join tables using more than one Lookup Column. Learn more.
    • You can now display numeric column data in lakhs and crores (commonly used in the Indian subcontinent). Learn more.
    • Generating AuthTokens has been made easier, accessable from Zoho Analytics under the Product Info screen.
    Issues fixed
    • Alignment issues while exporting dashboards as PDF has now been fixed.

    Build Number: 4100 (Release on: December 24, 2018)

    In-memory columnar engine for faster analytics:
    • In-memory columnar engine has been integrated into Zoho Analytics for high performance at scale. Now experience analytics at speed with faster rendering of reports and dashboards.
    • Note: The new engine is now available only for the Linux platform of Zoho Analytics.

    • Actian Vector (community and commercial versions available) columnar engine is now supported as a plug-able option for high performance at scale. This can be used as an alternative to the inbuilt columnar engine.
    • Note: Actian vector columnar engine is supported in both Linux and Windows platform.

    • Get in touch with onprem-support@zohoanalytics.com for more details.

    Build Number: 4000 (Release on: November 15, 2018)

    Features Introduced
    • Zoho Reports has been renamed Zoho Analytics.
    • Introducing advanced analytics for Teamwork Desk, Hubspot CRM, and Stripe.
    • Revamped home page to allow easy access to dashboards and workspaces.
    • Introducing report commenting. Insert comments in specific sections of a report and reach consensus with your team regarding key metrics without ever leaving your Zoho Analytics console. Learn more.
    • Enhanced notification window with options to notify share, comment, and view alert notifications.
    • Zoho Analytics now supports importing data from cloud sources such box, dropbox, google drive, and one drive.
    • Introducing six new preset themes for dashboards with options to customize dashboard colors, card style, and report palettes. Learn more.
    • Introducing advanced summarizing functions in pivot tables such as,
      1. % of Row in Group - Displays the percentage of the total value of each row within a group.
      2. % of Column in Group - Displays the percentage of the total value of each column within a group.
      3. Lookup Value - Fetches value from any of Previous/Next/First/Last cell, based on the Base Field selected.
    • While sharing tables, you can exclude columns with sensitive information to ensure data security.
    • You can now customize reports by revising the default lookup relationship between the tables used in creating that report. Learn more.
    • Revamped user interface for sharing views and creating formulas.
    • The new update allows users to enable or disable interactions on dashboards. These interactions include:
      1. Drill down
      2. View underlying data
      3. Sort menu for tabular views
      4. Contextual options menu on hover for all views.
    • New widget color options lets you set the background color for each widget in your dashboard.
    • With the new update, you can set up email alerts and get notified when your data points breach a threshold. Eg: Email notification when total sales crosses $100,000. Learn more.

    Build Number: 3900 (Release on: September 18, 2018)

    Change in terminology
    • Henceforth, "Reporting Database" will be referred to as Workspace and a "Database Owner or DB Owner" as a Workspace Admin.
    Features Introduced
    • Duplicate user filters (from different data tables) can be merged together, and will work across all the applicable reports in a dashboard.

    Build Number: 3800 (Release on: August 17, 2018)

    Features Introduced
    • Zoho Reports rolls out its next phase of updates in compliance with GDPR. Columns marked as 'personal data' will be excluded during export operations. Users can opt to include these columns manually using the column picker. 
    • With this update, the user filter panel in dashboard will be anchored to the explorer bar to allow users to apply filters from any section of the dashboard.   
    • Introducing geo location picker for map charts to resolve unidentified locations on the map.
    • Enhancements in Teamwork project analytics will allow users to import project data from different companies into a single database without the need to create separate databases for each company. 
    • Enhanced data prep options for tables - Introducing split column option to effortlessly split text-based columns using separators such as comma, space, ampersand, etc.,
    • Introducing support for importing data from MS Access Database. Users can now import their data into Zoho Reports from local drives, FTP servers, cloud drives, and web links of MS Access Database. 
    • Introducing support for passing dynamic parameter values such as current date, time, current date and time, while importing data from Web URLs.  
    • Zoho Reports now supports importing tables that have columns with different date formats.
    • Introducing support to import data from web links using OAuth 1.0 and OAuth 2.0 authentication protocol.

    Build Number: 3700 (Release on: June 11, 2018)

    Features Introduced
    • Zoho Reports rolls out its first phase of updates in compliance with GDPR.
      1. Password protect export and email attachments.
      2. Password protect published views.
    • Introducing new variants in map charts: Map - Bubble, Map - Pie, and Map - Bubble Pie.
    • Quick formatting options in KPI widgets and enhanced customization in charts.