Zoho Analytics and BI Admin Assessment

With which of the following data sources can you set up a recurring sync to Zoho Analytics without any serious custom development? (select all that apply)

How often can you schedule a data sync, assuming you’re on a standard Zoho One plan? (select all that apply)

Which of the following are true regarding a data sync to Zoho Analytics? (select all that apply)

What data from Zoho CRM syncs to Analytics? (select all that apply)

Which of the following filters can you apply to reports, without using any formula columns, aggregate formulas, SQL, etc? (select all that apply)

Which data accessibility and configuration options are available to you when sharing reports? (select all that apply)

You can use conditional logic in Pivot table formula columns.

Choose the correct definition of Conditional Formatting within the context of Pivot and Summary tables.

Which formula column code would return the next birthday of a Contact (using the Birth Date field)?

Is there a way to clone Analytics reports or dashboards?

When creating a report or chart that uses data from multiple modules, what does the term ‘paths’ refer to in a report?

Which code snippet for a formula column would return the AGE (in days) of a Deal? Our definition of AGE, much like human age, is the time from birth (Deal Creation) to death (Closed Won or Lost), but if it’s still open, the age should still be going up with time.

Which function should you use in a formula column in order to calculate a conditional commission? The criteria are (a) only Closed Won deals qualify (obviously) and (b) If it’s < $10k, use a 3% commission rate. If it’s between $10k and $30k, a 5% commission rate, and if it’s above $30k, a 7% commission rate.

What are the 3 main filters we’ve taught?

What are the 3 types of date filters you can set?

If I want to build a report of ‘Year over year sales for the month of July’ then I should use which date filter?

Your manager needs to see a report detailing the number of Closed Deals over the last 36 months, with a year-over-year comparison by month. What type of chart is best?

I am building a dashboard to share with my investors—who are not Zoho Users—every week. How can I share this dashboard with them? (select all that apply)

For your weekly team meeting, you need a Sales Pipeline report that visually shows both the # of  deals and the total $$ amount by Deal Stage. What type of chart is best?

I need a Pivot report of ‘Year over Year Sales by Quarter’.  How do I construct this report?

Is it possible to show different people different views of the same dashboard? i.e. show the team manager everyone’s performance data and each team member just their own data?

Which types of users can see all data in a workspace? (select all that apply)

Match the following SQL-related terms to their definitions:

If I set a normal filter (filters you add in the ‘Filter’ tab in the report builder) on a report, that filter will still be in effect when I add that report to a dashboard.

For comprehensive business reporting, what is best practice regarding Analytics workspaces?

Whether in reports, URL Criteria, or SQL filters, does capitalization matter when using filters on text fields?

Do Zoho users need to be added to Analytics in order to view reports and dashboards?

Select all of the following that are possible when scheduling reports to be emailed.

Report description: A commissions report that is a simple 3% cut of all Closed Won Deals in the CRM. Do I need to use SQL or not in order to build this report?

Report description: A commissions report that awards commissions for all sold items marked as Commissionable in Zoho Books. Invoices must be paid within 15 days and commissions are awarded by payment and not by the invoice itself.  Also, if items are returned by the client (credit notes) and refunded, that negatively counts toward commissions (i.e. commissions are rescinded).  Do I need to use SQL or not in order to build this report?

I want to build a report showing the Customers with the most Invoices (count) and total $$ amount sold for the last 30 days. I want to be able to sort by either Invoice Count or Invoice Total. Do I need to use SQL?

I want to build a Pivot report showing the most commonly returned items (think Credit Notes). Based on this data, we may need to reevaluate our return and refund policies. I would like to see the Item name and the quantity returned in the last ‘x’ period of time. How can I build this report without resorting to SQL?

I want to build a report showing, for any Active Item, the stock currently on hand, the amount ‘Committed’ (in Open Sales Orders), and the amount Sold in the last 120 days. How can I build this report without resorting to SQL?

You can build a lot in Analytics without SQL. However, what are some of the advantages that SQL gives you over traditional report-building in Analytics? (select all that apply)

Match the aggregate formula code to the metrics they return.

When would you use the lag() aggregate formula?

You cannot use aggregate formulas within normal formula columns.

Data integrity is important. Always double check your share settings and test everything out where possible.

Select all of the benefits of setting up the automatic distribution of pre-filtered client or partner dashboards as taught in our course. (Don’t confuse this with distributing a dashboard to internal Zoho users. We’re talking about pre-filtered reports for external client users)

Which of the following show correct syntax for JOINing the Deals and Accounts tables in a SQL query? (select all that apply)

Which of the following correctly only includes CLOSED deal records where the Account type is ‘Partner’ or ‘Referrer’ and the Deal Closing Date is in the last 90 days? (select all that are correct)