Make Use of that CRM Data! (Non-SQL Dashboarding Practice)
In this project, you will be building a series of reports that would be useful to almost any business. None of this requires any SQL.…
Difficulty: Intermediate
Use Deluge to Push CRM Notes into Zoho Analytics (Intro to the Analytics API)
Using Deluge in Zoho Analytics? What?! Is SQL not enough? Well, we’re not actually coding in Analytics, but we’re using Deluge to push data to…
Understanding Zoho Finance Data in Zoho Analytics
The Zoho Finance suite contains an immense amount of data. Zoho Books itself is a conglomeration of Inventory, Expense, and Invoice. (You can also add…
Commission Reporting in Zoho Analytics (for both Zoho Books and Zoho CRM!)
Say good riddance to manually calculating commissions every pay period!
Build a SQL-Based Customer Summary Report
Now it’s time to dig a little deeper in Zoho Analytics using SQL and Query Tables which allow us to build a wider (and potentially…
Architect Practice Project: Elizabeth’s Marketing Agency
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What Even Are Aggregate Formulas?
Aggregate formulas are a little more complex than formula columns, so if you haven’t viewed that course or don’t understand formula columns, please watch that one…
Fiddling with Formula Columns in Zoho Analytics
Formula columns just might be the tool you need to get over that barrier you’ve hit. They are very helpful in reformatting data, running calculations,…
Architect Project: Kennedy Brothers Commercial Painting
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Coding Your Second Deluge Function
Alright, my little Zoholings — make sure you completed the other 2 Deluge prerequisites before you bite off this one. Coding Your First CRM Custom Function…