About
Learn Zoho Analytics from anywhere with our live online training. Our instructor-led programs will help you get the most out of your subscription. Whether you're just getting started or been with us for a while, our training programs will help you grow your skills and become a data and analytics expert.
Who it is for:
This course is designed to help you quickly kick-start your analytics journey & gain expertise in Zoho Analytics. We will walk you through the basics of Zoho Analytics, end-to-end, starting from data import and modeling, creating reports & dashboards, Ask Zia, sharing & publishing insights, user management, & more
One Day - 5 Hours
Module 1:
Introduction
- What is BI?
- Getting started with Zoho Analytics - Terminologies & Workflows
Module 2:
Importing Data
- From Files, Feeds, and Cloud Storage
- From Local and Cloud databases
- From Zoho Applications
- From other Business Applications
Module 3:
Data Modeling
- Building powerful Formulas
- Formatting Tables & Custom Sorting
- Lookups & Data Blending
Module 4:
Creating Reports
- Building Charts, Pivot Tables, Tabular Views, and Summary Tables
- Applying Filters
- Customizing Reports
- Chart picker guide
- Ask Zia
Module 5:
Creating Dashboards
- Creating a Dashboard
- Adding KPI Widgets
- Adding User Filters
- Customizing Dashboards
- Timeline Filter and Merging User Filters
Module 6:
Sharing and Publishing
- Sharing Reports and Dashboards
- Publishing Embedded Views
- Generating a Permalink
- Creating a Slideshow
- Commenting
Module 7:
Exporting and Emailing
- Exporting and Emailing a view
- Exporting and Emailing multiple views
- Exporting and Emailing a dashboard
Module 8:
User Roles and Organization
- Adding Users
- Managing Users
- Roles in Zoho Analytics
About
Learn Zoho Analytics from anywhere with our live virtual classroom training. Our instructor-led programs will help you get the most out of your subscription. Whether you're just getting started or been with us for a while, our training programs will help you grow your skills and become a data and analytics expert.
Who it is for:
This course is designed to help you learn deeper concepts in Zoho Analytics to become an Expert. The course covers deeper concepts in data source management, data modeling and preparation, advanced visualization techniques, predictive analytics, administrative capabilities, and much more.
Two Days - 4 Hours a day
Module 1:
Introduction
- Introduction to the Experts course
Module 2:
Importing Data
- Cloud database demo
- Live connect
- Managing datasources
- Importing data using Zapier
Module 3:
Data Modeling
- Building complex Formulas
- Data blending
- Query Tables
- Data Snapshotting
- Understanding dependencies & changing paths
Module 4:
Advanced Report Creation
- Creating Geo Maps, Funnel, Bubble and Heat Maps
- Setting up Drill Down Path
- Forecasting & Trendlines
- Setup Data Alerts & Thresholds
- Training and customizing Zia
Module 5:
Creating Dashboards
- KPI Widgets hacks
- Setting up Reports As Filter
- Embedding external widgets
- Using Themes
- Dashboard Settings
Module 6:
Sharing and Collaboration
- Setting up Groups
- Enabling shared users to be report & dashboard creators
- Deep dive into Share Filter Criteria
- Setting up Variables
Module 7:
Automating the process (APIs)
- Importing data using API
- Exporting data and sharing
- Extracting meta information through API
- Client libraries
Module 8:
Administrative Functions
- Customizing logos
- User roles and organization
- Audit and Activity Logs
- Security Settings
- Configuring Notifications
- Account Transfer
Through online training, we aim to offer a completely personalized One-on-One training package tailored exclusively to meet the trainees' business requirements.