Advanced Analytics Add-on for ServiceDesk Plus

Zoho Analytics now provides an advanced analytics add-on for ManageEngine ServiceDesk Plus. With this add-on, SDP customers can create fine-grained reports with easy drag-and-drop actions, without writing database queries. The add-on also comes pre-packed with 80+ useful reports and dashboards. With this add-on you get simplified KPI tracking and analytics for improved decision support in IT service desk operations.

Conversion rate in Funnel Charts

• With the latest enhancements, you can now show the conversion rate in your funnel charts as data label. The conversion rate can either be from the previous value or from the original value. 
• Also, two new funnel designs, 'weighted height' and 'weighted width' have been added to the existing 'uniform height' design. 

Find the above features under 'settings' in chart view.

Chart Enhancements

• 'Sorting' option has been added to both pie charts and web charts. 
• While plotting a pie chart you can now show both the percentage and actual value as data labels. 

Dashboards - Enhancement to View Underlying Data permission control

Editable User Filter

So far in User filters multiple values could be selected only from the drop-down box. But now, you can also enter the values separated by commas in the highlighted field. Values are case-sensitive and should exactly match the phrase. 

This feature is enabled only with 'Multi-select box component' in user filters.

Multi table support in Aggregate Formula

So far, aggregate formula could be created with columns only from a single table. But now, you can create an aggregate formula by combining columns from any number of related tables. This will further help you to derive more powerful business metrics in Zoho Analytics. 

Support to Select a Range of Filter Values

Now Zoho Analytics allows you to select or unselect a range of filter values using the Shift and click. This will reduce the tedious work of selecting the individual filter values and allows you to select multiple values together. This option is available for Filters and User Filters with Actual Values.

Setting on how to display Null/Empty values in reports

Zoho Analytics now provides an option to specify how to display null/empty values in your reports.

So far in Charts, Pivot Table and Summary Views, when there is a null or empty value in the underlying data, it will be displayed as Unknown or No Value. Now you can specify the value to be displayed in the report for these data points.  This option will be available as part of the Settings section.

Enhancement in User Filters Component Option

Now Zoho Analytics provides an option to choose between a single select or a multi select drop down list for displaying date related values. Until now date user filter values for Actual, Relative and Seasonal period can be listed only in a multi select drop down list. Now you have the option to choose between single or multi select list box as required.

Enhancement for Advanced Analytics Add-on for Zoho CRM

Advanced Analytics Add-on for Zoho CRM now supports analysing your Potential Stage History. You can avail this by selecting the Include Potential Stage History fields checkbox when you setup the Advanced Analytics Add-on. The Potential Stage History data will be added as a new table in Zoho Analytics Workspace. 

You will also get insightful default reports and dashboard for your Potential Stage History such as Momentum of a Winning Deal, Momentum of a Winning Deal vs Lost Deal, Stage Duration for a Winning Deal and Stage Duration for each potential. 

You can slice and dice your stage history data by creating your own reports over the Potential Stage History table. 

Support to Import XML Format

Zoho Analytics now supports importing data from  one more important file format, the XML. You can do this by setting the File Type as XML and then upload the XML data  in the Import Wizard.

Support to Set Parameters for Web URL while Importing Data

orts New 3.0 Interface (which is currently in beta) now provides an option to set Get or Post parameters for the Web URL from which you are importing data. You can set up to 20 parameters for your import URL. 

This feature will especially be useful for importing data from URL protected by Authentication systems like Token Authentication as you can pass the authentication information as parameters to the Web URL.

Zoho Analytics Analytics Connector for Salesforce CRM

Zoho Analytics now provides a connector add-on for Salesforce CRM. Using this, Salesforce users can now 'slice and dice' their CRM data and take informed business decisions.

Importing Data

Setting up this add-on will sync data from your Salesforce account into Zoho Analytics. 

Data from the following modules, for which you have read permission, will be imported and stored in tables in Zoho Analytics.

• Accounts
• Contacts
• Events
• Leads
• Opportunities
• Tasks
• Users

100+ Useful Default Reports

Along with the Connector Add-on you will get 100+ insightful reports & dashboards. You can always customize them to your needs.  

Click here to navigate to the sample reports gallery that illustrates the Salesforce analytics capabilities. 

Creating your own reports

You could also create your own custom reports over the Salesforce CRM data  easily using the drag & drop interface in Zoho Analytics.

You can combine other dataset along with Salesforce CRM data for creating compelling & holistic reports by importing them into Zoho Analytics.

For more details on Zoho Analytics Connector Add-on for Salesforce CRM, refer to Help link.

Support to Auto Refresh Published and Embedded Views

Zoho Analytics now provides an auto refresh option for the view that you embed or share as Permalink. Now you can set your views to automatically refresh at every N seconds to show latest data.

This will especially be useful when you project your reports and dashboards in various devices (including TV screens), where you want to display the current data without any manual intervention.

Enhancement in Charts Custom Sort Option

Now Zoho Analytics provides delete option in Charts custom sort dialog to remove the values that are no longer available in the underlying data.

Zoho Bugtracker Advanced Analytics Add-on

The Zoho Bugtracker Advanced Analytics Add-on is now available in the service.

With this add-on, Zoho Bugtracker users can slice & dice their bugs data to effectively analyze & track their issue management projects. 

Importing Data

Setting up this add-on will sync data from your Zoho Bugtracker portals into Zoho Analytics. 

Data from the following modules will be imported and stored in Tables in Zoho Analytics.

• Bugs
• Timesheet

50+ Useful Default Reports

Along with the Connector Add-on you will get 50+ insightful reports & dashboards. You can always customize them to your needs.  

Click here to navigate to the sample database that illustrates the bugs database. 

Creating your own reports

You could also create your own custom reports over the bugs information easily using the drag and drop interface in Zoho Analytics. 

You can also import other dataset and combine them with your bugs data to create compelling & holistic reports. 

For more details on Zoho Analytics Bugtracker Connector Add-on, refer to Help link.

Support to Publish with Filter Criteria

Zoho Analytics now supports Filter Criteria option while publishing the views. With this feature, you can apply a filter criteria to display the filtered data in your embedded view or published Permalink as needed.

Support to Share Folder

Now Zoho Analytics provides an option to share the views in a folder. This will reduce the tedious work of selecting the views from the entire views list available in that database, when you share them.  

Support for Cases Modules in Advanced Analytics Add-on for Zoho CRM

Advanced Analytics Add-on for Zoho CRM now allows you to synchronize data from the Cases modules. With this, you can configure to synchronize data from Cases modules into Zoho Analytics Workspace.

This module will be synchronized for all new users setting up the Advanced Analytics Add-on. Existing users can synchronize the newly supported module into Zoho Analytics by saving the setup again. For more details, refer here.

Support to view Row Count in Databases

Zoho Analytics now displays the number of rows used in each of your Workspaces. You could view this from the Subscription page, in the Manage Users tab and View by Databases. This will be beneficial in managing your plan usage & upgrades proactively. 

Enable Reporting for NoSQL Databases

Zoho Analytics now enables you to analyze your data stored in NoSQL databases. You can connect and upload data from the following databases using Upload Tool and apply advanced reporting options in Zoho Analytics over your data.

• MongoDB
• Apache Cassandra
• Apache Hadoop Hive
• Cloudera Hadoop Hive
• Hortonworks Hadoop Hive

To know how to upload data from your NoSQL databases, refer to the help section here. 

We have also tested connecting the following relational databases using Upload Tool through JDBC driver to enable data upload for reporting. 

• Teradata
• Informix
• HP Vertica
• Ingres
• Greenplum
• SQL Anywhere
• Derby
• H2
• Cache
• Progress Openedge
• Cubrid
• Mimer SQL
• HSQLDB
• Mckoi

To know how to upload data from your Relational databases, refer to the help section here. 

Amazon RDS

Similarly, you can now connect to databases hosted in Amazon RDS and upload the same into Zoho Analytics to enable reporting over the same. To know how to upload data from your database in Amazon RDS, refer to the help section here.

Enhancement for Pie and Funnel charts

The following enhancements are available in the Pie and the Funnel Charts.

Multi Y Support

Zoho Analytics now offers Multi Y Axes support.  With this you will be able to compare data from multiple columns in Pie and Funnel.

Customize Data Label

Now you will be able to set whether to display the percent or value as data label over the corresponding section. You could also choose to remove data label.This is available in the Settings option.

Enhanced Dashboard User Filter

Zoho Analytics Dashboard User Filter will now filters tabular data too. So far when you add a user filter for your dashboard, only data from Charts, Pivot Table and Summary View will be filtered. Now  Tables, Query Tables and Tabular View included in the dashboard will also be filtered.

Query Table Function Enhancement

Query Table now provides Interval support for the following functions. With this you will be able to add or subtract required time interval to your data column.

• Adddate
• Subdate
• Add_date
• Sub_date

Account Usage Notification

Now Zoho Analytics allows you to configure mail notifications to monitor your account usage. This will notify you when your account usage crosses the threshold limits you have set for rows and users. This will be beneficial in managing your plan usage & upgrades proactively.

Changes in Advanced Analytics Add-on for Zoho Projects

Supporting Bugs Module

Advanced Analytics Add-on for Zoho Projects now allows you to synchronize data from your Bugs module. Users who have purchased the Bugs module in Zoho Projects, can choose to synchronize data from bugs module into Zoho Analytics for analysis and reporting. Also, we have added 20+ insightful reports & dashboards over Bugs module for your convenience.

You can synchronize this by selecting the Bugs checkbox in the Import dialog. You could also choose to add this in the existing Workspace by editing the setup by clicking Zoho Projects Edit setup in the toolbar option.

Timesheet Module

Timesheet module is no longer a mandatory module to be synchronized. You could choose to include or exclude this from your Workspace as needed. 

Support for Custom Modules in Advanced Analytics Add-on for Zoho CRM

Advanced Analytics Add-on for Zoho CRM now allows you to synchronize data from your custom modules.  With this, you can configure to synchronize data from custom modules into Zoho Analytics for analysis and reporting. 

You can select the required custom modules to synchronize, when you setup Advanced Analytics add-on. Existing users can synchronize the required custom modules, into their Zoho CRM Analytics Workspace in Zoho Analytics, by editing the setup.

Support to Customize Pivot Table and Summary View Layout

Zoho Analytics now offers an option to customize the Pivot and the Summary View layout.

Now you could choose whether to display index number for the rows. Also you can resize all the columns to a uniform width by setting the default width to the columns.

This option is available in the Settings dialog.

Support to Sort Legend

Zoho Analytics now provides option to sort the legend items of a single - Y Axis chart. With this you will be able to set the order to display your legend items. You can avail this from the Chart Sort menu and by clicking the Sort icon available near legend in the Edit Design.

Support to Import from Cloud Storage/Drive

Zoho Analytics now allows you to import data from different Cloud Storage/Drive to start with your reports and analysis. 
You could import data from the following services. 

• Zoho Docs
• Google Drive
• Dropbox
• Box
• SkyDrive

Added Custom Formula

Zoho Analytics now supports STR_TO_DATE function for creating custom formula to convert a text column with date into a date column. 

Enhancement for White Label site Home Dashboard

The White Label site home dashboard is been enhanced now. So far, views from a single database alone can be added in the home dashboard. Now you could configure to add views from multiple database as needed.

Also, you could configure to display all the shared views of your users in their home dashboard.

To get this configured for your White Label site write to us. We will get this done for you.

Improvements in Lookup Column

Now Zoho Analytics has enhanced the Lookup column feature by adding a new option to handle parent table data deletion.

Setting this option will not delete (retain) the corresponding rows in the child table even when data is deleted in the parent table. Also enabling this option will provide much higher performance in data uploads into this table when compared to others options and hence its highly recommended.

From now on this will be the default option. You could enable this option for the existing Lookup Columns using the Edit Lookup Setting option in column right-click menu.

Enhancements to Multi-view Exports

The following convenience options have been added for selecting views in Multi-view Export:

• Sort - Allows you to sort the views list in Alphabetical or by view type.
• Search - Allows you to easily search for views
• Select by View - Allows you to select views by view type.
• Selected View Display - The Selected views will be displayed now in a separate pane on the right for better segregation and easy ordering.

More API Supports

Zoho Analytics now supports the following APIs.

• Add Column - Add a column in a table in Zoho Analytics.
• Rename Column - Rename an existing column in the table
• Delete Column  - Delete an existing column in a table