What's New In Zoho Analytics
Event series
2023
Feb
Feb 21, 2023
To visualize reports with large data sets, Zoho Analytics has enhanced charts with new interactive options: the overview and scroll bar effects. These enable you to plot large data on a chart to get a clear picture of the peaks and troughs in your data.
The overview effect adds an overall preview chart (also known as an overview chart) to the bottom of a chart. It allows you to select a region to focus on a particular data range on the chart, for more in-depth analysis.
Dynamic and more interactive scroll charts can now be used to replace filters, which are traditionally used in reports with large data sets. This enables you to easily compare data by moving the slider or scroll bar.
Click here to learn more about the overview and scroll bar effects.
We now support displaying images as part of your KPI widgets on your dashboard.
Adding images for your KPIs helps viewers grasp information more quickly. They also enhance the appearance of your dashboards.
Click here to learn more about KPI with Image.
Now you can define a preset/predefined filters for your dashboard by combining multiple user filters. This eliminates the mundane task of clicking and selecting values from multiple user filters every time—and you can setup multiple preset filters, too!
Click here to learn more about Preset Filters.
User filters for all reports now allow you to include or exclude selected items from the user filter values. So far you could only include items but not exclude.
Click here to learn more about User Filters.
Now you can synchronize more field for the following Advanced Analytics Connector:
- Reels
- Profile ID
- Reel ID
- Comments
- Likes
- Plays
- Reach
- Saved
- Shares
- Total Interactions
- Projects
- Is Completed
- Primary Client ID
- Last Modified By
- Created by
- Tasks
- Associated Teams
- Bugs
- Associated Teams
- Project Groups
- Is Private
- Associated Teams
- Users
- Created Time
- Last Updated Time
- Last Accessed Time
- Video Performance
- Day
- Ad ID
- Video title
- Ad group ID
- Device
- Impressions
- Clicks
- Conversions
- Cost
- Ad type
- Network
- Engagements
- Views
- Total conv. value
- View-through conv.
- Video played to 100%
- Video played to 25%
- Video played to 50%
- Video played to 75%
- View rate
- Video duration
- Video Id
- All conv.
- All conv. value
- Conv. rate
- Engagement rate
- Campaign Conversion Analysis
- Day
- Campaign ID
- Conversion category
- Conversion name
- Conversion source
- Conversions
- Network
- Device
- Total conv. value
- View-through conv.
Zoho Analytics has expanded the data import sources by including connectivity to Digital Ocean platform.
- Analyze data stored in DigitalOcean MongoDB
- Analyze data stored in DigitalOcean PostgreSQL
- Analyze data stored in DigitalOcean MySQL
To provide a secure data import option from your local databases, Zoho Analytics now allows you to import data using SSL certificates for local databases. SSL (Secure Sockets Layer) is a digital certificate that secures the transport of information between web servers and clients by establishing an encrypted connection.
Click here to learn more about importing with SSL.
Zoho DataPrep has been enhanced with the following features:
Duplicate Workspaces
Now, while copying workspaces, DataPrep rule sets that was applied over the source workspace will also be copied.
Click here to learn more about duplicate workspaces.
Import Settings Update
Now you can use data settings like delimiter separator, and skip top rows, while using DataPrep to cleanse data. Previously these options would be disabled.
Click here to learn more about CSV import settings.
Analytics portals now support adding pages with three-level hierarchy menus.
Click here to learn more about portal three-level menus.
Shared users and viewers can now access only views that are explicitly shared with them. To make the process easy, Zoho Analytics now prompts admins to associate views when they add users. You can associate views to the user in read-only mode as well as associate groups to grant access to all views shared to the group with the same permission.
Click here to learn more about associating views.
To enable you to manage email schedules more easily, Zoho Analytics now allows you to add 100 users in a single email schedule setup.
However, the email schedule count for pricing will be calculated based on the number of users added in these schedules. Each 25 users in a schedule will be considered 1 schedule. You can view the schedules consumed by each email schedule from the Edit Email Schedule page.
Click here to learn more about emails consumed.
Now you can easily share or publish views from the Zoho Analytics - Dashboards App.
Click here to learn more about sharing and publishing options from Zoho Analytics - Dashboards App.
2022
Dec
Dec 23, 2022
We're happy to release the Advanced Analytics connector for Freshdesk. This helps you monitor and improve your help desk productivity. It enables you to gain a complete view about the ticket trends and keep track of key metrics like ticket volume and distribution, response time, resolution time and customer satisfaction rate.
This connector comes with more than 60+ IT & help desk domain specific reports and dashboards to help you get started with your analysis.
You can now invoke Ask Zia from the Workspace Search field. This allows you to access Ask Zia easily.
Geo Visualization now supports the following data types.
- Imports Latitude & Longitude - Imports Latitude & Longitude data in DMS (Degrees, Minutes, and Seconds) format.
- Identifies Alpha Codes as Geo Data - Identifies the Alpha 2 and Alpha 3 Codes for Country (US and USA as United States of America) and State (NY as New York) as Geo data.
Click here to learn more about Geo Visualization.
Tabular View has been enhanced with the following features.
Format Tabular View as Table
We've enhanced the Tabular View appearance by formatting it as a table. From now, Tabular View will display only rows and columns with data and remove the empty grid cells outside the report.
Support for Relative Period in User Filter
Date based User Filter in Tabular View now supports filtering by Relative period.
Click here to learn more on Tabular View.
We've revamped the user interface of all the Organization Settings page like Organization Details, Manage Users, Feature Control, etc. We've also categorized the settings to improve the user experience.
Nov
Nov 22, 2022
To enable easy collaboration among the members of the organization, we have now integrated Zoho Cliq messaging service in Zoho Analytics.
You can also create a Cliq group for each of your Workspace Groups.
Zia Insights can now predict the future outcomes based on data. Predictive narration is included in medium and high verbosity narratives.
From now on, Account Administrator, and all Organization Administrators can also edit the connector set up. Previously, only the Administrator who created the setup could modify it.
New modules have been added to the following Advanced Analytics connectors.
- Zoho Recruit - Application module
- Zoho Finance - Custom module
- QuickBooks Online - Recurring Bills, Recurring Invoices, Recurring Transfer, Recurring Expenses, Recurring Deposits, Recurring Credit Memos, Recurring Estimates, Recurring Journal Entries, Recurring Refund Receipts, Recurring Sales Receipts, Recurring Vendor Credits, and Recurring Purchase Orders
We now support analyzing data based on the Baseline in Zoho Projects. To avail this, you need to synchronize the following modules in Zoho Projects Advanced Analytics connector.
- Baseline
- Tasks on Baseline and
- Milestones on Baseline
To enhance the user experience, we now allow you to customize the white labeled Mobile App from your Zoho Analytics account (interface) itself. You can submit all the customizing options and download the customized app right from the Zoho Analytics Settings page.
Oct
Oct 14, 2022
Zoho Analytics now supports time Duration as a data type. This opens up a whole new category of time-based data analytics. Now you can get to know how long it took to accomplish something, to complete your projects, closing the tickets, winning a deal. etc., and take appropriate action.
New Duration Functions
To enable advanced analytical options based on duration, Zoho Analytics provides 20+ new functions.
We have expanded the supported data sources for Zoho Analytics. You can now import your data from the following sources too.
Advanced Analytics for HubSpot Marketing provides a completed analysis over your marketing data. As a marketer you analyze how good your Email Campaigns and Blogs are doing. You can also analyze your web traffic and get insight on how you can improve further.
The Advanced Analytics for HubSpot Marketing includes 100+ prebuilt reports and dashboards over your HubSpot Marketing data that help you to jump-start your analytics right away.
Now we support synchronizing the following fields in the Ad Account Insights, AdSet Insights, Ad Insights and Campaign Insights modules.
- Cost per Purchase
- Cost Per Initiate Checkout
- Purchase ROAS
- Offsite Purchase Conversion Value
- Onsite Purchase Conversion Value
- Omni Purchase Conversion Value
Audit all activities performed in a connector configured Workspace for the last 180 days. You can get the Audit History of all actions by all users such as create, edit, add admin, sync data, and connector re-authentication (This includes automated changes like disconnecting or reconnecting of connectors by Zoho Analytics, based on your pricing plan change).
Sep
Sept 14, 2022
Enhancements for Advanced Analytics Connector
Advanced Analytics for Zoho Finance suites now supports Zoho Commerce too. This helps you to manage your online store effectively and market it with ease. You can also deeply analyze various dimensions of your business like managing stores, processing orders, inventory tracking, managing shipments etc.,
The Advanced Analytics for Zoho Commerce includes prebuilt reports and dashboards over your Zoho Commerce activity data that help you to jump-start your analytics right away.
Advanced Analytics for Zoho Finance suites now supports importing data from multiple organizations. Now Premium Users can sync up to 25 orgs, and Enterprise Users can sync up to 100 orgs. Zoho One Subscribers can sync up to 25 orgs.
Advanced Analytics for Zoho Projects now supports synchronizing Task Issue Mapping module data. This allows you to map the Tasks and the associated Bugs to create reports over the same.
Advanced Analytics for Zoho Recruit now supports synchronizing Referral Module data.
Zoho Analytics now supports Time Slicer as Timeline filter. This provides dynamic filtering ability with a different section for each date element such as Year, Quarter, Month, Week, Date and Hour. This enables you to easily select the period for filtering the dashboard. The Time Slicer supports an infinite date range for filtering the dashboard.
A new option to set compact width is added for Pivot View and Summary View. This option tightly packs the columns in the report, thereby helping to save horizontal space and improve readability without the need to scroll sideways.
Aug
Aug 30, 2022
You can now choose to audit the API calls log. This allows you to monitor information such as the API calls that were frequently made, who did it and when it was done, API units consumed by action etc.
You will also get an insightful API Log Analytics Dashboard capturing the essentials of the API call logs such as Units Consumed By Day, Request Count By API Groups, and Top 10 APIs By Units Consumed or By Request Count, etc.
The following changes have been done in Query Table.
User Interface Revamped
Query Table's user interface has been revamped to improve the user experience. Now, the query editor will still be in focus when you insert the functions and columns by clicking from the list.
New Functions
Support for the following new functions are added.
- To Percentage - Converts the data type of the column as percentage.
- To Currency - Converts the data type of the column as currency
- To Decision Box - Converts the data type of the column as decision box
- To Positive Number - Converts the data type of the column as positive number
From now on, you can predict the trend for charts which have a Color column.
The Workspace Explorer has been enhanced with the following options.
- Folder hierarchy is supported for Grid view in both the Explorer and the Reports navigation tab
- Search results include folders too
- Option to select an entire folder is added
A More information dialog has been added to all the Views in Zoho Analytics. Now from a single dialog, you can edit various options of the view, such as title, description, data source, publish and share details, and see dependency details, permalink, etc.
Now you can add Watermarks to reports and dashboards, while exporting as PDF.
Zoho Analytics provides a new option to specify whether the Thousand separators are either as per the International numbering system, or the Indian numbering system.
Jul
July 26, 2022
Advanced Analytics for Teamwork CRM empowers you by providing deep sales analytics over your CRM data. This integration helps you to keep track of your key sales performance metrics and optimize your sales team's execution.
Advanced Analytics for Teamwork CRM includes 50+ prebuilt reports and dashboards over your Teamwork CRM data. The Teamwork CRM Analytics workspace is Ask Zia trained and can answer your questions with appropriate reports within minutes.
Advanced Analytics for Smartsheet enables the users of Smartsheet to efficiently monitor and manage the execution of their projects. It also helps them devise powerful strategies to manage risks, and track their key project metrics to scale up the operational efficiencies of their organization.
Advanced Analytics for Zoho Projects now supports synchronizing the Tags Module data. This enables you to create reports over the Tags in Tasks, Bugs, Milestone, Projects and Timesheet modules.
Previously we can only choose the modules to import data. Now you can select both modules and fields in Zoho Projects which you like to import.
You will now be able to use the unused Users in your account as Viewers. Previously, you need to purchase Viewers as a separate Add-on license. Now to make it user-friendly, we allow you to use the excess Users license as Viewers.
Zia Insights now offers actionable insights in Spanish too.
The Ignore Filters Aggregate Function allows you to specify which filters need to be ignored. Previously, only the User Filters applied over the report were ignored. Now, you can choose to ignore Filters, Users Filters, or both.
Zoho Analytics now allows you to hide empty columns in Pivot and Summary Views. This enhances the look of your reports as only relevant data gets displayed.
In case the forecast based on your report is in negative value, then you can choose to display it as 0.
Jun
June 29, 2022
Now we provide specific features in Zoho Analytics to help you use Zoho Analytics in a HIPAA compliant manner.
Advanced Analytics for Google Ads now supports the following modules and fields.
- Video Performance
- Mandatory fields:
- Day
- Ad ID
- Video title
- Ad group ID
- Device
- Impressions
- Clicks
- Conversions
- Cost
- Ad type
- Optional fields:
- Network
- Engagements
- Views
- Total conv. value
- View-through conv.
- Video played to 100%
- Video played to 25%
- Video played to 50%
- Video played to 75%
- View rate
- Video duration
- Video Id
- All conv.
- All conv. value
- Conv. rate
- Engagement rate
- Mandatory fields:
- Campaign Conversion Analysis
- Mandatory fields
- Day
- Campaign ID
- Conversion category
- Conversion name
- Conversion source
- Conversions
- Optional fields
- Network
- Device
- Total conv. value
- View-through conv.
- Mandatory fields
Zoho Analytics white label solution now supports JWT Algorithm as one of the options for single sign-on method.
You can now embed Ask Zia as a private link in your application. This allows you to use Zia in your own environment securely.
Send Alert mails to your users from an Organization email address.
Support for SSH Tunneling
SSH tunneling is now supported for importing data from both local and cloud databases. This allows you to transfer data from your database into Zoho Analytics more securely.
Data prep for Paginated Import
Data preparation option through Zoho DataPrep is now supported when you import data from feeds with pagination. This allows you to prep (cleanse, enrich and transform) your paginated data feed while importing.
The Zoho Analytics - Dashboard app is now enhanced with the following options.
New Chart Types
The Zoho Analytics - Dashboards app now supports two new chart types - Word Cloud and Bubble Pie.
Zia Insights
Zia Insights is now available for the reports in your dashboards. Zia gives you actionable insights in the form of digestible narrations. This enables you to get the insights immediately instead of you and your users manually interpreting reports.
Sample Gallery
We now provide a sample gallery with dashboards of various business app connectors' data. You can explore and find more about the prebuilt reports that come with each business app connector.
May
May 12, 2022
Enhancements for Business Application Connectors
Business Application Connectors in Zoho Analytics are enhanced with the following options.
We are happy to announce that Advanced Analytics for Zoho Forms is now available. Advanced Analytics for Zoho Forms enables you to proactively research, engage and derive analytical insights over the data you collect using Zoho Forms.
You will be able to import the forms data into Zoho Analytics as a table. Each Forms and Sub-forms will be imported as a table in Zoho Analytics with all sub-forms tables joined using lookup columns.
Click here to learn more on this.
Subscribe to Enterprise plan to sync your data every 1 hour. From now on, users in Enterprise plan will be able to sync data using their business application connectors every 1 hour.
Click here to learn more on synchronization interval.
Now, Zoho Analytics provides an option to view the data synced history for your Business Application Connectors.
Data sync history of the last 45 days will be available in a calendar. The sync success and failure will proportionately highlight the specific data in green and red color respectively. Hover to view the number of times the data had got synced on a specific date.
Click here to learn more on Sync History.
We have refined the procedure to notify in case of Sync failures for user convenience. From now on, when a data sync fails, you will be notified through in-app notification.
In case the sync fails continuously for more than 24 hrs, an email will be sent to you with the reason and appropriate solution for them once in every 24hrs.
Click here to learn more on this.
You can now import data into Zoho Analytics from cloud MongoDB databases. The cloud MongoDB instances can either be MongoDB Atlas (MongoDB's very own cloud service) or hosted on any other cloud services.
From now on, you can access the Organization using a direct URL. Previously, in case of having multiple organization, you need to select the organization to view workspaces on a specific organization. Now you and your users can access the Organization easily using the direct link.
Ask Zia now auto suggests followup questions based on your current question. This is supported in both normal and conversation mode. This allows you to easily construct questions to instantly get reports over your data.
Click here to learn more on this.
Reports designer now supports Undo and Redo actions as a user experience enhancement. This allows you to easily revert the changes while designing a report.
The workspace Settings page now provides shared details.
Apr
April 13, 2022
White Label users can now do the domain mapping and domain verification from Zoho Analytics' user interface itself. This allows them to configure the White Label Solution in a secured and user-friendly manner.
Zoho Analytics now allows you to email views from organization email addresses (in addition to the default notifications@zohoanalytics.com). With this, you will be able to add multiple email addresses as Organization email address, and email reports and dashboards using these addresses.
Dependency Details option for the views has been enhanced with the following items.
- Views now include the Dashboards where the view is embedded.
- Table includes immediate child table.
- Query Table now includes multiple level parent tables and child tables.
- Dependency details can be invoked from Explorer and Model Diagram.
Zoho Analytics now supports importing Keyhole Markup Language (KML) files as spatial data file for creating Geo visualization.
DataPrep functionalities are now available while importing from another Zoho Analytics workspace.
In Data Snapshot, the history of when the snapshots were taken will be maintained only for 45 days now. Previously, it was available for 90 days.
You can now delete rows and columns from tables using the keyboard delete option.
Mar
Mar 12, 2022
New Business Application Connectors
We are happy to announce the following new Business Application Connectors.
The new Advanced Analytics connector enables you to deeply analyze data from Google Search Console. You can track & analyze key metrics relevant to website traffic, its performance, search engine trends and more in real-time or historically allowing you to stay on top of your SEO efforts.
The new connector also includes 50+ prebuilt reports and dashboards to enable you jump start your analytics.
Advanced Analytics for Semrush enables you to analyze your search-driven marketing data in depth. It allows you to measure your online marketing performance by tracking keyword performance metrics over any preferred time line. It empowers marketers with deeper insights into keyword-driven content marketing, competitor analysis interms of domain authority,backlinks and many more.
Advanced Analytics for Semrush includes 50+ prebuilt reports and dashboards over your Semrush data.
Both the above connector workspaces are Ask Zia trained and can answer your questions with appropriate reports within minutes.
Enhancements in Existing Business App connectors
Existing Advanced Analytics connectors have been enhanced with the following.
The limitation for importing default fields from a module in Zoho CRM is extended from 100 to 200.
The following modules are added to the existing connectors.
Advanced Analytics for QuickBooks
- Customer Type Module
Advanced Analytics for Zoho Finance
- Invoiced Estimate
- Purchase Order Salesorder Mapping
- System Mails
- Sms Notification
- User Details
- Budget
- Budget Details
- Landed Costs
- Landed Cost Allocation
- Shipping Bill
- Shipping Bill Item
- Bill of Entry
- Bill of Entry Item
- Sales Receipt
- Sales Receipt Item
- Delivery Challan Invoice
Zoho Analytics now supports importing data from the following databases:
Cloud Databases
Local Databases
You can now also import from MongoDB using Zoho Databridge. This allows you to easily import data from the UI in a few clicks.
You can now avail a 15 day trial for Analytics Portal. The Portal allows you to organize reports & dashboards you have created into pages and publish them as a microsite for easy access to your users.
Avail the trial to experience the benefits of Analytics Portal.
You can now export the blueprint of views in one workspace to another workspace. This reduces the effort and time involved in re-creating similar reports across different departments or business units. You can easily export the views and import new data into the same model.
You can now copy the relevant data sources connectivity settings along with copying a workspace. This reduces the effort to re-configure the data source again in the new workspace. You can easily import data from the same source after just authenticating it.
You can now create both Aggregate Formulas and Custom formulas in workspaces where you have setup Live Connect to cloud databases.
Custom sort dialog in charts now supports a search field when the legend has more items to sort. This helps to find items for easy sorting.
Apply User Filters in Tabular view
You can now choose to apply the default user filters while exporting the Tabular views
Export Row Numbers
Now you can add a row number column to your tabular reports while exporting data. This option will auto generate sequential numbers for all the exported rows.
User Interface has been enhanced with the following options to provide further improve user experience.
- By default, while saving a new view (report/dashboard/table), the newly created folder, or the last accessed folder will be selected as the folder to save the view.
- Now you can open the View Underlying Data pop-up in a new tab by using the corresponding icon on the top right of the dialog.
- From now on, when the browser is refreshed all the open views (tabs) in the workspace will be automatically restored. Previously, only the last opened view will be restored.
2021
Dec
Dec 21, 2021
Multi Language Support for Zia
EnhancementAsk Zia now supports English and Spanish languages. By default, the language specified in your Zoho Account will be selected as the language for Zia. You can choose to change this when needed.
You can now set custom permissions in an Analytics Portal. This feature allows you to define fine-grained view permissions for each user or group.
Advanced Slideshow now offers a set of cool preset themes to enhance the visual appeal and set a tone for your presentations.
Live Connect for databases is now enhanced with the following options.
Live Connect support for more Cloud Databases
We have enabled Live Connect (Beta) option for the following cloud databases:
Live Connect Support for more Local Databases
We have enabled Live Connect option for the following local databases:
Caching Reports/Dashboards to load fast
You can now load reports and dashboards based on Live Connect tables from cache for a set duration. This reduces the time to load your reports and dashboards, by fetching data from the live database. The local cache will be refreshed after the set duration to keep the reports fresh.
Sync Meta Data for Individual Table
You can now synchronize the meta data changes for each table separately, instead of synchronizing all tables in the workspace. Use the Sync link in the Data Source setting of Live Connect workspace to do this.
All compatible data type changes will be automatically synchronized. In case the data types cannot be synced, it will show a column mismatch. You can resolve the mismatch as mentioned here.
Join Tables in Zoho Analytics
Zoho Analytics now allows you to define lookup relationships among the connected tables easily using the Lookup Column feature. Previously, Live Connect tables were joined only based on the relational data model defined in your database. This will help you perform cross-functional analytics across live connect tables from the same cloud database in Zoho Analytics.
Handy Delete Option
You can now delete views from a Live Connect workspace. You can also restore a deleted view from Trash, within 45 days of deletion.
You can now change the user role for multiple users together. With this feature, you can easily define the same role for multiple users in one go, without repeating the tedious process.
You can now remove the data source for an individual table too. Data Synchronization will be removed for the specified table alone. You can choose to synchronize data from other sources, or manually import data into this table as needed. For the rest of the tables, the same data source will continue to be in sync.
Oct
Oct 18, 2021
From now on, when you are importing data from another Zoho Analytics Workspace, the data types of the columns will be copied as is from the source table.
For example, when you import currency data, it could be be identified as Number or Positive Number based on the first few records. Now, in the following case the numeric columns will be identified as Currency based on the source table. `
Data Alert criteria can now be specified with both AND and OR conditions. This enables you to define more powerful criteria to track the key trend changes.
Tabular functions, also known as Window functions, are now supported in Query Tables. Tabular functions compute the result based on a set of rows than just a single row. These functions really enable you to do more poweful computations on your data set. Example of Tabular functions are RANK, ROW NUMBER, LEAD, etc.,
Custom Sort user interface has been revamped to enable users to easily arrange the values in the desired order using drag & drop or using arrow keys.
Advanced Analytics for Zoho Books now supports the following modules.
- Delivery challan invoice
- Sales receipt
- Sales receipt items
- Bill of entry
- Bill of entry items
- Shipping bill
- Shipping bill items
- Landed cost
- Landed cost allocation
- Budget
- Budget details
- User details
- SMS notification
- System mails
- Invoiced_estimate
Jul
Jul 13, 2021
Zoho Analytics 5.0 What's New
We are extremely delighted to unveil the incredibly advanced self-service AI-powered BI - Zoho Analytics 5.0 to the public. Crafted and molded with 60+ new features to empower every business at every stage of BI workflow.
Experience analytics like never before with the following new capabilities and enhancements:
You can integrate, model, clean, and enrich data from inside Zoho Analytics using our all-new and very own AI-powered advanced self-service data preparation service, Zoho DataPrep. This integration vastly improves the ETL (extract-transform-load) capabilities of Zoho Analytics. Read more.
Explore Data with Augmented Analytics
As you know, Zoho Analytics is augmented deep with AI/ML features. We are adding a lot more features to enhance your experience.
Our smart assistant Zia takes augmented analytics (analytics assisted by AI) a notch higher. Now, Zia provides automatic insights, in easy-to-understand narratives, to facilitate your decision-making. Read more.
Zoho Analytics now provides a chat box, where you can have a more immersive and meaningful conversation with Ask Zia. Read more.
Do you know Ask Zia can now speak to you in Spanish too? Start conversing with Zia in Spanish.
Note: Spanish support in Ask Zia is still in Beta testing.
What-if analysis is a new powerful analytical feature that allows you to simulate complex scenarios, and find optimal business outcomes. Using this feature, you can study how data points change as you change the influencing factors. Read more.
You can now choose the forecast model that best suits your requirements, from the available four models - Exponential Smoothing, Seasonal Trend Loess Decomposition, Regression, and ARIMA.
Also, you can now forecast values for the columns dropped in the Colors shelf. Read more.
Zoho Analytics supports sentiment analysis, a branch of Cognitive Analytics. This feature automatically gauges your data sentiment and creates a sentiment column in your data tables.
Currently, this feature is available only in Twitter Pages and Twitter Competitors' business app connectors. Read more.
We have brought in more features to functions. In windowing functions, we now support Map Groupby, Ignore filters, running total, and rank in aggregate formulas. In granularity functions, we now support include, exclude and filter functions. Read more.
Reimagine Data Storytelling
Data Storytelling is about delivering consumable insights through familiar, everyday business workflows, thereby increasing the adoption of insights. With Zoho Analytics Data Storytelling capabilities, you can craft beautiful presentations, or set up purpose-built high-quality analytical portals for sharing insights.
Craft immersive presentations, blending visualizations created in Zoho Analytics, using Zoho Show our online presentation service. Read more.
Setup purpose-built analytics portal/microsite embedding reports and dashboards along with other web elements. Read more.
Embed Ask Zia at any point in your business workflow and empower decision-making at all endpoints.
Visualizations in Zoho Analytics gets a lot more cooler
The data visualizations list in Zoho Analytics is getting bigger with a set of cool new visualizations coming in.
Want to analyze the frequency of words appearing in a data set? You can use the newly added Word Cloud Chart. It can also be used in tandem with another metric. Read more.
Provide more context & a spin of creativity to your geo-data visualizations using custom image backgrounds. Overlay your geo-data over an image to create geo maps with image backgrounds in Zoho Analytics. Read more.
Introducing 3 new dial chart widgets - Simple dial chart, Speedometer dial chart, and Conditional dial chart, enhancing visualization options in KPI widgets. Read more.
Have extra-long dashboards that require lots of scrolling? Or multiple dashboards with data that needs to be analyzed together? The Tabbed Dashboards option is here to help. Read more.
With a new designer and filter support on Tabular Views, there are more ways than ever to analyze your data from multiple dimensions. Though lightweight, the enhanced Tabular View is a powerful reporting option. Read more.
Previously, you had to choose to either have all axes separate, or all axes merged. Now, you can group axes that you want to merge. Read more.
You can now have images, rendered from Image URL data types, displayed as charts axis values. Read more.
Contextual column-specific settings option is now available for the columns dropped in the Chart Shelf of the Chart Design Area. You can access the options by hovering over the columns dropped in the Chart Shelf of the Design Area.
Until now, you could conditional format the data in pivot view Data series only. Now, Zoho Analytics lets you color-code your pivot views based on conditions for the Row series as well. Read more.
Data Modeling Made Simple
The Edit Design UX has now been revamped with a cool new layout and useful options to enhance user accessibility. The new layout is segmented into three sections - Columns, Lookups, and Formulas. Read more.
The Data Model Diagram UX now comes with a set of handy options. You can now easily rename a table; format, rename, delete, and change data types of your columns from the Data Model Diagram UX.
You can now create lookup relationships based on multiple cardinality options - One to One, One to Many, Many to One, and Many to Many relationships.
Centrally format your data at a workspace level from the workspace Format Settings. This way you can maintain a consistent data format for all the tables available in the workspace. Read more.
Have you found it difficult to duplicate reports across Workspaces? You'll find the new export and import templates feature handy. You can now export a single report—or a bunch of reports—as a template file and import this template back into another Workspace. Read more.
Zoho Analytics prides itself on providing ready-made, advanced analytics connectors to over 50+ popular business apps. The following new business apps are getting added to the list of advanced analytics connectors:
As always all the new connectors come with 100+ pre-packaged domain-specific reports & dashboards each, to jump-start your analytics.
Access Control
Not all Zoho Analytics users create reports and dashboards. Most of us just consume, or view reports. So we have come up with a Viewer role. When a user is added as a Viewer, they can access the reports and dashboards in read-only mode and also interact with them. They cannot create reports of their own. Read more.
Note: The Viewer Role users can be purchased as a separately priced add-on.
As an Account Administrator, you can control the visibility of the Request Access option, which is displayed to users when they access an unauthorized report/dashboard. You can also control who can approve such requests placed. Read more.
User Experience Niceties
As a part of our continuous endeavor in enhancing the user experience, we now support the following cool options in Zoho Analytics
Zoho Analytics UX now supports a trendy night mode theme. You can now toggle the Zoho Analytics interface between Day and Night UX modes.
You can now customize the theme of your overall product based on artistic/gradient palette.
We have added a new mode called the Viewer Mode. When this mode is on, the user is presented with a clean and light interface optimized just for viewing & interacting with your reports & dashboards. Read more.
Analytics Marketplace & Apps
You can now install our analytics app from the following Marketplaces and jump-start your analytics journey right away.
Complement your analytics journey with the apps catalog from Zoho Marketplace. A partner-driven ecosystem that powers an assortment of apps.
Ecommerce analytics app delivered natively on Shopify marketplace for end-to-end store insights.
Service desk analytics app delivered natively on ServiceNow marketplace for comprehensive IT insights.
Jira Software analytics app delivered natively on the Atlassian marketplace, to provide impactful, real-time insights into your projects and improve outcomes.
Re-energized Mobile Apps
Your analytics are more mobile than ever!
Zoho Analytics - Dashboards app is an immersive purpose-built app to access, explore, and get insights on the go from your business dashboards. Enjoy analytics like never before with an intuitive and immersive visual experience. Available on iOS and Android. Read more.
Conversational analytics on mobile
You can now, causally, converse with Zia from your mobile devices using an immersive chat-like interface and get instant insights.
Commenting on mobile
You can now comment and collaborate with your teams right from your mobile app.
An enhanced Zoho Analytics Version 2.0 is now available. The new version is more standard-based with lots more API endpoints and features. Read Documentation.
Explore the enhanced Zoho Analytics 5.0 and share your valuable comments/feedback to support@zohoanalytics.com. We would love to hear from you!
Join the post-launch event with our team of experts and learn everything about Zoho Analytics 5.0 through a live demo and interactive fireside chat with our product managers. Register now!
Apr
Apr 15, 2021
Zoho Analytics now allows you to import data from other Zoho Analytics workspaces. You can import data from one workspace to another using the Zoho Analytics Workspace tile under Import Data. Learn more.
You can now import multiple Zoho Finance organizations' data into Zoho Analytics using the Import Multiple Organizations Data option. Learn More.
Mar
Mar 04, 2021
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.
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.
Feb
Feb 18, 2021
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.
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
Jan
Jan 08, 2021
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.
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.
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.
2020
Dec
Dec 14, 2020
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.
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.
Advanced Analytics for QuickBooks now supports synchronizing data from the Customer Type module.
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.
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.
Oct
Oct 06, 2020
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.
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.
Zoho Analytics now extends support to import data from the following databases using Zoho Databridge.
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.
Sep
Sep 03, 2020
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.
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.
You can choose to hide columns using the new Show/Hide Columns option in Zoho Analytics' Pivot View.
Aug
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.
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.
Both Advanced Analytics integrations are Ask Zia trained and can answer your questions with appropriate reports in seconds.
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.
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
Jul 22, 2020
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".
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.
The UI of the Export and Email dialogs has been enhanced for better usability. The new UX supports easy user navigation with succinct options.
In Workspace Explorer, you can now make sub-folders as "Default" folders too. Until now you can only make parent folders as default.
Jun
Jun 11, 2020
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.
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.
May
May 28, 2020
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.
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.
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.
May 13, 2020
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.
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.
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
Apr
Apr 30, 2020
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.
Apr 23, 2020
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.
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.
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.
Mar
Mar 30, 2020
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.
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.
Feb
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.
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.
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.
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.
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
Feb 20, 2020
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.
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.
Jan
Jan 31, 2020
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 provide 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.
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.
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.
Learn More.
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.
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
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.
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.
For more learning on the new Embed / Publish dialog, do read our help page.
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.
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.
Zoho Analytics supports new modules and fields for existing connectors. Provided below is the list of newly added modules and fields.
| Connector Name | Supported Modules | |
| Shopify |
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| Zoho Campaigns | Campaigns vs Contacts vs URL | |
| Xero | Quotes | Quote LineItems |
New Fields Supported
| Connector Name | Module | Supported Fields | |||
| Zoho Projects & Bug Tracker | Milestone | Budget | Threshold | ||
| Users | Profile | Status | |||
| YouTube Channel | Time Sheets | Is Timer | Start Time | End Time | |
| Videos | Duration (video duration in seconds) | ||||
| Facebook Ads | Ad Insights | 40+ new fields | |||
| Adset Insights | 40+ new fields | ||||
| Account Insights | 40+ new fields | ||||
| Campaigns Insight | 40+ new fields | ||||
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.
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.
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.
Learn more about Dashboards and Reports.