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Home » Understanding All Other Finance Tables
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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 Dive Into the Data Understanding All Other Finance Tables
Lesson 2, Topic 6
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Understanding All Other Finance Tables

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If you understand the above 3 examples, you’ll be able to figure everything else out (i.e. transfer orders and their items, bills and their items, etc.).

Now that you understand lookup fields, you can figure out the relationships between any tables in the Finance suite.