Zoho Analytics Dashboard Publishing And Share Settings

Reading Time: 3 minutes In this video, Tyler guides us through how to distribute, share, and publish your custom dashboards inside Zoho Analytics. Whether you want to share your Zoho Analytics dashboard in an email, a link, or in CRM, we’ve got you covered. Oftentimes you’ll want to share a dashboard with others and you could make it public[…]

Zoho Analytics Full Product Tutorial – 2022

Reading Time: 5 minutes What is Zoho Analytics? Zoho Analytics is a business intelligence platform. A place where you can pull in a variety of data, either from Zoho apps or non-Zoho apps. You can report, compare, and consolidate all in one spot. Zoho Analytics has many pre-built connections, almost all the Zoho apps as well as outside applications[…]

Zoho Analytics Formula Columns, Aggregate Formulas, & Basic SQL

Reading Time: 3 minutes In this tutorial we walk through some key features in Zoho Analytics; formula columns, aggregate formulas, and intro-level SQL. To learn more about Zoho Analytics you can check out our Full Product Tutorial. Key Takeaways Formula Columns A formula column is going to run some type of calculation on every row individually. This is useful[…]

Intro to Advanced Analytics for Zoho Books

Reading Time: 6 minutes Last week we had the pleasure of working with the Zoho CPA and finance divisions on putting together this webinar. If you are a CPA, accountant, or bookkeeper, be sure to check out the zoho.com/cpa division for partner opportunities. Regardless of whether you are a CPA, this session is extremely valuable for getting the most[…]

How To Create a Dashboard Inside Zoho Analytics – 2021 Tutorial

Reading Time: 2 minutes This tutorial walks you through creating a dashboard inside Zoho Analytics. Dashboards are a great way to display all your reports in one place. This is the last video in this tutorial series, in case you missed the previous video, check out How To Create Reports. Key Takeaways Creating a Zoho Analytics dashboard will provide[…]

Explaining Your Data Inside Zoho Analytics Tutorial – 2021

Reading Time: 2 minutes In this short tutorial, we cover how to analyze raw data and data model diagrams. Explaining Zoho Analytics data will help you understand your data set better and allow you to provide detailed explanations to anyone you share the reports with. If you missed the first video in this tutorial series, check out How To[…]

How To Setup Your Workspace in Zoho Analytics – 2021 Tutorial

Reading Time: 2 minutes In this tip, we cover how to setup your first Workspace in Zoho Analytics. We also review how to add data sources to the Workspace after it is setup. For a complete overview of Zoho Analytics, take a look at our full product tutorial. Key Takeaways A Workspace is a section inside Zoho Analytics where[…]

How To Create Reports Inside Zoho Analytics – 2021 Tutorial

Reading Time: 2 minutes In this tutorial, we walk through creating Zoho Analytics reports including pivot tables and charts. In case you missed the last video in this tutorial series, check out Explaining Your Data. Key Takeaways After adding raw data to Zoho Analytics, if the box is checked to yes, some reports will automatically be created from that[…]

CRM Activity Scoring Dashboard in Zoho Analytics

Reading Time: < 1 minute In this quick implementation, we talk through a dashboard that we created in Zoho Analytics where you can do some scoring of different CRM activities. This dashboard gives an overall view of how your CRM users are interacting with the system. For a deeper look into creating Zoho Analytics dashboards, check out our How To[…]

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Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Senior Developer

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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