Understanding Zoho Finance Data in Zoho Analytics
Start With a Superb Setup
3 Topics
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
6 Topics
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
4 Topics
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
4 Topics
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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Create A Pivot Table Using the Invoice Items Table
Understanding Zoho Finance Data in Zoho Analytics
Build A “Most Common Items Sold” Report
Create A Pivot Table Using the Invoice Items Table
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.
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Understanding Zoho Finance Data in Zoho Analytics
Build A “Most Common Items Sold” Report
Create A Pivot Table Using the Invoice Items Table
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