Understanding Zoho Finance Data in Zoho Analytics

Start With a Superb Setup

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

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

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

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

Ensure The Tables Are Connected Properly

Understanding Zoho Finance Data in Zoho Analytics Build A “Most Common Items Sold” Report Ensure The Tables Are Connected Properly

Look at the auto-joins.
Change the paths if needed.

Understanding Zoho Finance Data in Zoho Analytics Build A “Most Common Items Sold” Report Ensure The Tables Are Connected Properly

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