Identify The Data and Tables You Will Work With
As with all work in Zoho Analytics, it is important to plan out your work ahead of time. Identify which columns of data you need and from which tables. Then, identify the JOINs you will use to connect all of those tables. Do you need to filter anything out? How?
- Customer Name
- Customer ID
- Invoice Total
- Invoice Data
- CRM Accounts
- Account Name
- Account Owner Name
JOIN Customers to Accounts based on the Account Name and Customer Name.
JOIN Customers to Invoices based on the Customer ID.
Filter out all Invoices that are not ‘Closed’.
We will need to use some aggregate formulas, SUM, MIN, and MAX.