Quick Reference Study Notes for Zoho Reports (Advanced)

Introduction

Zoho Analytics is an online reporting and business intelligence service that helps you easily analyze your business data and create reports and dashboards for informed decisions.

The below image captures how the different entities are organized and how the various concepts in Zoho Analytics are connected to each other.

 

 

Workspace

Note: Workspace has been previously called as Reporting Database.

Workspaces are where you create and manage all your views for reporting and analysis. This allows you to logically group your data sets (stored in entities called Tables) and create insightful reports and Dashboard over your data. Further, it provides various methods to collaborate with other users.

  • Who can create a Workspace?

Only the Account Administrator can create Workspaces. They have the privileges to perform all possible operations such as creating Workspace, creating reports and dashboards, managing users, sharing reports etc.

  • How can I create a Workspace?

You can create a Workspace from the Zoho Analytics Home page. To create a Workspace, it is mandatory to give a unique name for your Workspaces. You can optionally provide a description too. You can either create a blank workspace or create by importing data from various sources. Refer to the below question to know how to create Workspaces using these options.

What is a Table?

Zoho Analytics stores all your tabular data/datasets in entities called Tables. A table contains a set of columns and actual data rows (similar to a spreadsheet). Each column has a name and a type (data type) associated with it.A table in Zoho Analytics is identified with this icon ...

 

What are Query Tables?

Query table is a feature that enables you to create specific data views for easy reporting and analysis. You can create query tables for use cases like batching data together (union), transform data, apply SQL query functions etc.You can create query tables using the standard SQL queries. Zoho Analytics currently supports SQL queries written in Oracle, SQL Server, IBM DB2, MySQL, Sybase, Informix, PostgreSQL, and ANSI SQL dialects.

 

Formulas

Formulas are calculations that help you derive key business metrics that can be used in reporting and analysis. Zoho Analytics provides a powerful formula engine to create any type of calculations required to assist in creating the required reports.

Zoho Analytics supports different types of formulas:

  • Custom Formula Columns: These are formula types that will help you add a new column to your data table. The values are derived based on the calculation/formula defined. The output of the formula adds a new column in the table.

  • Aggregate Formulas: These formula types use aggregate functions (SUM, AVG.. etc.) in the calculation. These are typically used to derive business metrics. The result of Aggregate Formulas will not be added as another column in the base table, but they can be used while creating reports.

 

Reports

Zoho Analytics offers a wide variety of reporting options such as Charts, Pivot Tables, Summary Views, and Tabular Views. This enables you to easily analyze your data and derive great insights. Creating reports is made easy using the intuitive drag and drop interface of Zoho Analytics.

A report can be created by joining one or more tables.


 

The following types of reports are supported in Zoho Analytics:

 

  • The chart is a visual representation of data which allows you to effectively analyze and interpret data. Zoho Analytics supports over 25+ chart types such as Area, Line, Bar, Stacked, Pie, Scatter, Combination, Funnel, Web, Bubble etc.

  • Pivot Table (also known as matrix view) allows you to dynamically rearrange, group, and summarize data for easy analysis of large sets of data. You can filter, sort, customize the appearance and content of your Pivot Table just the way you want it by using the wide range of options provided by Zoho Analytics.

  • Tabular View helps you to display the raw data in a simple tabular format. Using this view, you can create a spreadsheet-like report that contains all of your data. You can see your raw data along with summaries and grouping.

  • Summary View enables you to view your summarized data in tabular formats. This report is extremely useful when you need to analyze the huge amount of data with logical grouping and appropriate summarizations in a visually intuitive manner.

 

Dashboards

A Dashboard is an effective  way of organizing reports into a single page for a quick insight into the Key Metrics at a glance. Zoho Analytics provides a simple and intuitive drag and drop interface for creating dashboards in minutes. You can easily create a visually rich and interactive dashboard by adding reports, widgets, user filters, and rich-formatted text in single or double column layout. You can have any number of reports in a dashboard.
 

Zoho Analytics also offers a widget-based model for creating single number charts (headline charts) within dashboards. These are called KPI Widgets. This is feature highlights any key metric in a dashboard for easy comprehension. The key metric can also be accompanied with associated comparison indicators to highlight the trend.

*NOTE : "This study material is collected from multiple sources to make a quick refresh course available to students."

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