Skip to product menu
close
EXPLORE ALL PRODUCTS

Sales

CRM

Comprehensive CRM platform for customer-facing teams.

CRM
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
Forms

Build online forms for every business need.

Forms
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
Thrive

Complete loyalty and affiliate management platform.

Thrive
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
Forms

Build online forms for every business need.

Forms
Social

All-in-one social media management software.

Social
Survey

Design surveys to reach and interact with your audience.

Survey
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Sites

Online website builder with extensive customisation options.

Sites
Backstage

End-to-end event management software.

Backstage
PageSense

Website conversion optimization and personalisation platform.

PageSense
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
Webinar

Webinar platform for webcasting online webinars.

Webinar
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
NEW
Domains

Easy domain registration, transfer, and secured DNS management.

Domains
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
Thrive

Complete loyalty and affiliate management platform.

Thrive
Publish

Manage all your local business listings on a single platform.

Publish
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

Desk

Helpdesk software to deliver great customer support.

Desk
Assist

Remote support and unattended remote access software.

Assist
Voice

Cloud Contact Center Software for businesses.

Voice
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
FSM

End-to-end field service management platform for service businesses.

FSM
Lens

Interactive remote assistance software with augmented reality.

Lens
Solo

The all-in-one toolkit for solopreneurs.

Solo
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

Books

Powerful accounting platform for growing businesses.

Books
Expense

Effortless expense reporting platform.

Expense
Sign

Digital signature app for businesses.

Sign
Inventory

Powerful stock management and inventory control software.

Inventory
FREE
Invoice

100% Free invoicing solution.

Invoice
Billing

End-to-end billing solution for your business.

Billing
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
Commerce

eCommerce platform to manage and market your online store.

Commerce
Checkout

Collect payments online with custom branded pages.

Checkout
Practice

Practice management software for accounting firms.

Practice
Solo

The all-in-one toolkit for solopreneurs.

Solo
NEW
Payments

Unified payment solution built for all businesses.

Payments
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email, Storage, and Collaboration

Mail

Secure email service for teams of all sizes.

Mail
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
WorkDrive

Online file management for teams.

WorkDrive
Bookings

Appointment scheduling app for consultations with customers.

Bookings
Cliq

Stay in touch with teams no matter where you are.

Cliq
Notebook

Beautiful home for all your notes.

Notebook
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
Learn

Knowledge and learning management platform.

Learn
Office Integrator

Built in document editors for web apps.

Office Integrator
Writer

Word processor for focused writing and discussions.

Writer
TeamInbox

Shared inboxes for teams.

TeamInbox
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Show

Create, edit, and share slides with a sleek presentation app.

Show
Tables

Work management tool to connect people, processes, and information.

Tables
Sheet

Spreadsheet software for collaborative teams.

Sheet
Office Suite

Powerful collaborative work platform for teams.

Office Suite
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
ToDo

Collaborative task management for individuals and teams.

ToDo
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

Expense

Effortless expense reporting platform.

Expense
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
People

Organize, automate, and simplify your HR processes.

People
Sign

Digital signature app for businesses.

Sign
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
Shifts

Employee scheduling and time tracking app.

Shifts
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

Creator

Build custom apps to simplify business processes.

Creator
Assist

Remote support and unattended remote access software.

Assist
Vault

Online password manager for teams.

Vault
Directory

Workforce identity and access management solution for cloud businesses.

Directory
Lens

Interactive remote assistance software with augmented reality.

Lens
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
NEW
eProtect

Comprehensive email security and archiving for every business.

eProtect
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit

BI and Analytics

Analytics

Modern self-service BI and analytics platform.

Analytics
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI

Project Management

Projects

Manage, track, and collaborate on projects with teams.

Projects
Sprints

Planning and tracking tool for scrum teams.

Sprints
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
Solo

The all-in-one toolkit for solopreneurs.

Solo
Suites
Projects Plus

Unified project management platform for intelligent, data-driven work.

Projects Plus

Developer Platforms

Creator

Build custom apps to simplify business processes.

Creator
Flow

Automate business workflows by creating smart integrations.

Flow
Office Integrator

Built in document editors for web apps.

Office Integrator
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Tables

Work management tool to connect people, processes, and information.

Tables
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
Apptics

Application analytics for all apps.

Apptics
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI

IoT

NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
Projects Plus

Unified project management platform for intelligent, data-driven work.

Try now
Projects Plus
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE

Zoho Analytics has been recognized in the 2025 Gartner® Magic Quadrant™ for ABI Platforms.Read more

Skip to main content

Working with Chart

Zoho Analytics offers a wide range of interactive options on a chart when accessed by a end-user. The options include interactive chart highlighting, changing chart type, dynamic filtering of data displayed, sorting, viewing underlying data, exporting, sharing and publishing. In this section we will discuss about each of these options in detail.

 On Mouse Over Effects

Zoho Analytics provides interactive on-mouse-over effects in a chart. You can mouse-over a particular data point in the chart to highlight the corresponding point or view the corresponding data as tooltip. You can also mouse-over a data series provided in the legend to highlight the corresponding data series in the Chart. Refer to the following screenshots which exhibit the on-mouse-over interactive option.

 

 Legend Filter

When designing a chart, if you have enabled Show Legend Filter option in Settings -> Legend tab (Refer here), a check box next to each legend item will be added as shown below.

 

If Legend Filters are exposed then users of the chart can dynamically filter the data series in a chart by selecting/deselecting the corresponding legend item connected to the data series. For instance, in a chart that displays date wise sales in each region, if you want to display only East and West region data, hover the mouse on the legend and deselect the Central legend item. This removes the Central region data and will dynamically regenerate the chart with the remaining data as shown below.

 

Incase, if you want to select/deselect all legends items at a time, select the check box provided adjacent to the legend title.

 Using User Filters

In Zoho Analytics, chart owners can add User Filters to their charts, to provide dynamic filtering capability to the users. User Filters in a chart enables users to dynamically filter the data displayed in the chart by selecting or deselecting the appropriate values in the filter columns provided.

Following is brief description on how to use the provided user filters for various column types:

Date type columns:

Incase of a user filter on a Date type column, options to select date ranges or a multiple select combo box to select the required dates will be provided to allow users to select values depending on the component type chosen by the chart owner.

To filter displayed chart data using User Filter provided on a Date type column, do the following:

  • Select a date range either by typing in the date or by choosing the date with the calender picker.
  • If a filter drop down list has been provided, multiple dates can be selected by checking the boxes next to the required date.
  • Click OK to apply filter.

 

Numeric type columns:

Incase of a user filter on a Numeric type column, a slider or a multiple select combo box will be provided to allow users to select values depending on the component type chosen by the chart owner.

To filter displayed chart data using User Filter provided on a Numeric type column, do the following:

  • Choose a specific numeric range by adjusting the slider bars accordingly.
  • If a filter drop down list has been provided, multiple values can be selected by selecting the boxes next to the filter items.
  • Click OK to apply filter.

 

Category(String) type columns:

Incase of a user filter on a Category(String) type column, a single or multiple select drop down box will be provided to select values depending on the component type chosen by the chart owner.

To filter displayed chart data using User Filter provided on a Category/String type column, do the following:

  • Invoke the filter drop down list containing the filter values.
  • Select the required filter values in the filter drop down list.
  • If the filter drop down list provides check boxes next to the filter items, multiple values can be selected simultaneously as shown below.
  • Click OK to apply the filter.

 

Select Others filter item, if you want to display data corresponding to all other remaining items that are not listed in the user filter drop down.

 Sorting a chart

Zoho Analytics allows you to sort the chart metrics by Axis and by Legend. You can sort the chart in ascending or descending order and also apply a custom sort to meet your requirements.

To sort your chart, click the Sort button, and select the required option from the drop down menu that appears.

Sort by axis

You can sort your chart based on the values in your X and Y axis columns. The following are the available options:

  • By <X-axis> - Ascending: Sorts the chart in ascending order based on the X-axis values.

  • By <X-axis> - Descending: Sorts the chart in descending order based on the X-axis values.

  • By Y-value - Ascending: Sorts the chart in ascending order based on the Y-axis values.

  • By Y-value - Descending: Sorts the chart in descending order based on the Y-axis values.

  • Custom Sort: This option allows you to sort columns containing texts as required.

Sort by Legend

You can also sort your chart based on the chart legend values in either the ascending or the descending order, or apply a custom sort. 

Note: You can sort charts only when either a Category OR a Date column is a available on the X or the Y axis.  

Custom Sorting

When your chart contains Category (String) column in one of the axes and Numeric column in the other, you can sort the chart based on your own custom defined order. This is called Custom Sort.

For example if a chart displays the product categories. By default this will be ordered alphabetically in ascending order . Using custom sort, you can order them irrespective of the alphabetical order.

 

Steps to sort chart by your own custom defined order:

  • Open the Chart to sort.
  • Click the Sort button in the toolbar and then click Custom Sort. The Custom Sort Order dialog box will open.

    ​​

  • Order the column values listed using the arrow keys provided or by drag and drop.
Note:

The Custom Sort Order dialog box will list all values in the column. The filter criteria applied on the chart will not be applied here.In case the value is no longer available in the underlying data, you will find an option to delete it from the Charts custom sort dialog.

  • Select the Make this Global check box, if you want to set this order as the default, when custom sort is applied for this column (in this chart or any other chart in which this column is part of). Setting this option will also override the sort order in any chart already created, with global custom order set based on this column.
  • Click Apply button, the chart will be organized as you define.

When you share the chart, the order that you have defined will be set as the custom sort order for your shared users. They cannot define/modify the custom sort order. When you share the data tables to users for creating their own chart, then the user can define their own custom sort order for the chart they create.

Note on Sorting:

  • In case of a chart having multiple Y-axes, sorting is allowed only if you have a category or date column in the X-axis.
  • Sort by Value options will be disabled in case of multiple Y-axes charts. 

 Changing Chart types

A chart can be easily changed to another chart type any time at a click of a button. Tool bar provides you with the options to choose between Pie, Bar, Stacked Bar, Line, Scatter and Table chart types at the top level. If you do not find the chart type that you are looking for, then click on Other Charts button in the toolbar and select the chart type that you want to apply, from the Chart Options dialog box that appears. After selecting the required chart type in the dialog box, click OK.

 

 Split Axis/Merge Axis

In Zoho Analytics, when you create a Line, Scatter, Bar and Combination chart with multiple Y-axes, by default each Y-column will be plotted in its own axis i.e., with split (separate) axis. However, you can choose to combine or merge them per your requirements.

  • To merge all the axes in your chart, click the Merge Axis button in the toolbar. You can click the Split Axis button that now appears to switch back. 

  • To merge only specific axes from your chart, simply drag and drop the axes you wish to combine. To remove a merged axis, click the Split axis icon that appears on mouse over the merged axis in the chart.

Note: Charts with multiple Y-axes will be shared to users with Split or Merge axis based on the mode in which it was designed.

 View Underlying Data and Data Drill Down

Often you need to view the data that makes up your chart. Zoho Analytics provides two options to view (drill into) the chart data. These options are:

You can view these options by clicking the corresponding chart series.

 

 View Underlying Data

The View Underlying Data allows you to view the underlying data of the data point. You can click on any data point in the chart to view the underlying data of that corresponding point in a pop up table. You can also view the entire data making up the chart by clicking on the Underlying Data option in the toolbar.

The following screenshot shows the underlying sales data for "Grocery" for the year "2013"

 

The table popup dialog showing the underlying data provides options to search, filter and sort the data  displayed. You can also export the underlying data into variety of file  formats like CSV, XLS, PDF and HTML.

 Chart Drill Down

The Chart Drill Down option enables you to do deeper exploratory analytics on a chart. Click on any point in the chart and visualize the underlying data points as a new chart.

You can choose to ignore the specific color which you have clicked and drill down the entire data point using the Ignore Color Selection toggle button. 

Zoho Analytics by default provides a Drill Down path for the Charts. You can also configure the drill path as you need. To know how to set the drill down path refer to Set Drill Down Path section.

Switch axis

Zoho Analytics allows you to switch your chart's axis dynamically, to view the chart per your requirements. To do this, open the required chart and click the X-axis label at the bottom. The Switch Axis popup appears, listing the columns included in the chart's drill down path. Select the required column and the chart will be displayed with the new X-axis values.

Chart operations such as drill down will work with the new axis that is chosen. The new axis will be retained until the next page refresh.

 Exporting a Chart

Zoho Analytics allows you to export charts that you have created into various file formats like CSV, PDF, XLS, HTML or Image files. To export a chart:

  • Open the chart that you would like to export
  • Select Export button in the toolbar
  • Select one of the five export format options:
    • CSV - Exports the underlying data of the chart as a Comma Separated Value (CSV) file.
    • PDF- Exports the chart in Portable Document Format (PDF) file format.
    • HTML - Exports the chart in HTML file format.
    • Excel (XLS)- Exports the underlying data of the chart as a Excel file.
    • Image - Exports the chart as a GIF or PNG image.
  • In the export settings window that opens, set the required options and then click Export button at the bottom to export. To know more refer to the Export and Email help documentation.

 

 Sharing a Chart

In Zoho Analytics you can easily share charts that you have created, for other user's access. You can also set specific permissions on the shared charts, so that the users would be allowed to do only permitted actions when they access the chart. The various share options are provided under the Share menu in the toolbar.

Refer to the topic Sharing and Collaborationto know how to share your Charts.

Note:
  • Share option will be enabled only to users who have been provided that permission during sharing by the Administrator.

 Publishing a Chart

Zoho Analytics allows you to publish/embed charts that you have created, into your websites/web pages or as easy to access URLs. Zoho Analytics also allows you to control the access privileges and permissions provided to the users who access the chart.

Refer to the topic Publishing Options to know how to Publish your Charts.

Note:
  • This option will be enabled only to Administrator and Database Owners of the Workspace.

x
Thanks for your interest. We shall get back to you shortly.