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Dashboards & Reporting
Make Use of that CRM Data! (Non-SQL Dashboarding Practice)
Advanced Inventory Reporting Using Aggregate Formulas
Use Deluge to Push CRM Notes into Zoho Analytics (Intro to the Analytics API)
Understanding Zoho Finance Data in Zoho Analytics
Commission Reporting in Zoho Analytics (for both Zoho Books and Zoho CRM!)
Build a SQL-Based Customer Summary Report
Fiddling with Formula Columns in Zoho Analytics
Unlock the TRUE POWER of Zoho Analytics with SQL Query Tables
Share and Publish Your Analytics Work
Organize and Visualize Your Data using Pivot and Summary Tables in Zoho Analytics
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Course Content
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Pivot Tables
5 Topics
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Lesson Content
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What is a Pivot Table and When Can It Help?
Intro to the Pivot Builder
Fill Your Pivot Table With Data
Customize and Use Your Pivot Table
Create a Pivot For Your Own Business
Summary Tables
4 Topics
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Lesson Content
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0/4 Steps
Intro to the Summary Builder
Conditional Formatting and Summary Customization
Additional Table and Customization Options
BONUS: Intro to Aggregate Formula Fields