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Home » Create A Pivot Table Using the Invoice Items Table
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Understanding Zoho Finance Data in Zoho Analytics

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

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  • Build it on top of the Invoice Items.
  • Drag in the Invoice Date as a user filter and row.
  • Drag the quantity from Invoice Items into the data section.
  • Item Name from Items as a row.