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By now, you should be familiar with how various Zoho data sources sync to Zoho Analytics. In this project, we’ll incorporate data from the Zoho Finance Suite.

Your manager needs you to build a report showing, for any Active Item, the stock currently on hand, the amount ‘Committed’ (in Open Sales Orders), and the amount Sold (think Invoices) in the last 120 days. There is a way to build this without resorting to SQL. That is your mission, should you choose to accept it. You need to do the following:

  • Identify where you will pull your data from
  • What are the various JOINs (or paths, via auto-joins in Zoho reports) you need to make?
  • What kind of filtering criteria will you need to set for this report?
  • I’ll tell you now that you will need a couple aggregate formulas. Where and how will you build those?
  • In what form will you build your final report? A chart, a pivot table, summary table?

Do your best to work through to the end on your own. Only watch the walkthrough as you become stuck.