7 must-know features of Zoho Analytics

December 30, 2022

Zoho Analytics is a powerful data visualization tool that helps you analyze and understand your data. With Zoho Analytics features, you can quickly and easily get insights into your business data and see how it changes over time.

With the variety of Reports and Analyzes Zoho Analytics offers that you can use to get a deeper understanding of your data. and Finally, your reports can easily share through Zoho Analytics’ easy-to-use embed report interface that makes data analysis and visualization a breeze.

Zoho Analytics features

Zoho Analytics is a data management tool that helps you track and measure the performance of your business. Here are 7 must-know features of Zoho Analytics:

1. Data Integration from 500+ data sources

One of the key features of Zoho Analytics is that you can connect a variety of data sources, including locally stored files, cloud drives, local or cloud databases, popular business apps, and custom applications, with Zoho Analytics because it is a self-service business intelligence reporting and analytics tool. Three easy steps can be taken to complete everything.

Also, you can schedule your data to fetch process in Zoho data analytics. and in the edit section of Data, you can add formulas, build Lookups (Data Blending) and customize the format of columns too.

2. Data Preparation with ZOHO DataPrep

You can quickly evaluate the data that has been filtered, converted, and enriched in Zoho DataPrep thanks to the seamless integration of Zoho Analytics with Zoho DataPrep. This facilitates the creation of live dashboards and logical reports by Zoho DataPrep users for a thorough analysis of their transformed data.

3. Quick Visuals Creation

As reporting software, Zoho Analytics offers a wide range of reporting choices, including Charts, Pivot tables, Summary views, and Tabular views. This facilitates the analysis of your data and the extraction of valuable insights. The intuitive drag-and-drop interface of Zoho Analytics makes it simple to create the necessary reports.

Pivot Table

Tabular View

Summary View

Charts

Pivot Table

Tabular View

Summary View

Charts

Remember Zoho analytics offer 3 way to add a table in your reports like as tabular view, summary view, and pivot table. One difference Tabular view does not allow the aggregate columns to add to a table.

4. Filter and User Filter

Zoho Analytics features have 2 types of filters. Filters are the ones applied at the page level or report level whereas user filters are provided for the user’s selection. worth remembering one user filter you can add at each page or chart level. Another one you add at Dashboard Level. filter added in the dashboard is applicable on all charts and pages of the dashboard.

5. Variables in Zoho Analytics

In your Zoho workspace, we can create variables of different types like plain text, number percentage etc and assign a default value to them. which can be assigned to users to use in charts or reports.

These variables are used in the Aggregate formula to check conditions and as user filters for a page. Based on the user selection of filter the value of the aggregate formula and the chart result changes.

You can only use the variable as a user filter only when you used the variable-based formula in the chart report.

6. Simple Drag Drop Creates Dashboard

A dashboard is a useful tool for consolidating reports onto one page so you can quickly see the key metrics. Zoho Analytics offers a straightforward drag-and-drop interface for quickly constructing dashboards. Note that only Managers and Server Administrators have the ability to build new dashboards. Click here to learn more about the user roles in Zoho Analytics.

7. Easy Embed and Share of Dashboard

You can simply create and analyze reports with your friends and coworkers using Zoho Analytics sharing and publishing features. With Zoho Analytics, sharing reports with coworkers and friends is both simple and efficient. Any user you share your data, reports, and dashboards with has 24/7 online access to them. To make sharing and collaboration simple, you can also establish groups. to share your report simply chose the share option on your dashboard and chose the embed or URL/ permalink option. One of the key elements of Zoho analytics features is you can specify your URL criteria.

To facilitate simple sharing and collaboration, Zoho Analytics offers a variety of publishing options. The reports and dashboards you build in Zoho Analytics can be shared as simple URLs or published as live embedded reports on your websites and web pages.

As you can see, business intelligence has a lot to offer businesses of all sizes across all industries. If you’re not already using BI in your decision-making process, now is the time to start!