Understanding Zoho Finance Data in Zoho Analytics
Start With a Superb Setup
Enable The Integration from Zoho Books to Analytics
Adjusting The Sync And A Few WARNINGS
Clean Up Folders and Look at The Sync
Dive Into the Data
Where Do All These Tables of Data Come From?
Let’s Look at An Example — Invoices and Invoice Items
The Confusing Product ID Field
Example 2 — Credit Notes and Items/Refunds
Example 3 — Payments
Understanding All Other Finance Tables
Build A “Most Common Items Sold” Report
Identify The Data We Need for This Report
Create A Pivot Table Using the Invoice Items Table
Ensure The Tables Are Connected Properly
Finish And Use Your New Report
Begin Improving Your Finance Reporting with SQL Queries
Our Use Case — A Stock On Hand Report
Write and Test the Code
Build A Pivot Table to Summarize the Data
Wrapping It All Up
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Build A Pivot Table to Summarize the Data

  1. Understanding Zoho Finance Data in Zoho Analytics
  2. Begin Improving Your Finance Reporting with SQL Queries
  3. Build A Pivot Table to Summarize the Data

Now it’s a simple matter of throwing the Item Name in the Rows section and the quantity in the Data section.

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  1. Understanding Zoho Finance Data in Zoho Analytics
  2. Begin Improving Your Finance Reporting with SQL Queries
  3. Build A Pivot Table to Summarize the Data
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