Breaking the big data silos and manual report creation can take up most of the productive hours of your day. In addition to this, the manual task will result in the occurrence of errors that will result in providing an inaccurate representation of historical and present insights and further fog your vision of future events.
Well, we all are aware of the fact that data plays a vital role in shaping the right business decisions, but what’s the benefit of data that can not be made to work. This is when the need for business intelligence tools comes into the picture. With the right tool in hand, you can analyze and utilize the available data to the best of its capabilities.
Zoho Analytics is one such tool that will help to efficiently analyze your data and portray the same in a single dashboard to deliver a vivid picture of where your business is heading.
This article will navigate you through the different steps you can take to manage your data with Zoho Analytics. The business intelligence tool will help you build robust data pipelines so that you can get real-time insights into your business processes and make decisions that can help your business thrive.
But before moving onto how to manage data with Zoho Analytics, let’s first take a look at its brief definition.
What is Zoho Analytics?
Zoho Analytics is a powerful tool that has made the preparation, visualization, and analysis of data more manageable and easier. The tool has simplified the breaking of big data silos into an easy-to-understand format. You can speed up your data analytics process by reporting in Zoho analytics and deliver visualization in the form of worksheets, and that too in a single dashboard.
The tool, owing to its excellent features and functionalities, has gained a leading position in the list of the best BI reporting tools. It supports an ad-hoc type of reporting that enables even a non-technical person to perform data analysis and create reports that deliver a big picture of what’s happening in the business and the respective market.
Through Zoho Data Analytics, users can keep a constant eye on data trends, analyze data at finer levels, and create reports in an easy-to-understand format. With this tool, reports of various types can be created like workbooks, tables, custom dashboards, PDFs, and others.
Report Creation in Zoho Analytics
In this section of the article, we will be discussing how to create reports in Zoho Analytics. Follow the steps mentioned below, to begin with, report creation.
Step 1: Creation of Reporting Formula
With Zoho Analytics, you get an option of Report Formula that can be accessed from the home page after clicking on the “Data modeling and preparation” tab. The option allows you to do calculations in the columns dropped in the report’s data shelf.
Follow the steps below to create a report formula from the report editor:
Open the report in edit mode.
The report formula can be created in three types - Charts, Pivot Tables, and Summary Views. Click on the icon in which you want to create a report.
It will open the Add formula page. Give a name to your formula.
It’s time that you select the data type of the column.
Don’t forget to specify the formula in the editor. You can perform any calculation in the columns by using the metric in the report. Report formula supports IF condition and the following operation:
Arithmetic Operators – +, -, *, /, and ()
Comparison Operators – >, <, >=, <=, =, and !=
Logical Operators – and, or, and null
Finally, click “Save” to add the created report formula as a metric in the report.
Step 2: Adding measures and dimensions
Your report must be backed with the visualizations your business requires, like bar graphs, pie charts, histograms, etc. To create a visualization, drag & drop fields in rows and columns.
Step 3: Create a Visualization
You can find a range of visualizations available in Zoho Analytics that can be used to create the one that meets your business purpose. The tool helps you create visualizations in minutes.
Step 4: More Visualizations to Create
You can even create visualizations on separate sheets and then combine them together to create a report.
Step 5: Dashboard creation
With a dashboard, it becomes easier to represent your data more vividly. You can add multiple visual elements to your dashboard to help your users understand what the data wants to tell. You can use tables, graphs, charts, maps, or choose among various other visual objects to simplify the information derived from the data. With great visualization comes the ability to foresee the upcoming business and marketing trends.
With a dashboard, you can organize several reports on a single page and get a bigger picture of your business operations. You can add reports, widgets, user filters, and formatted text in a single or double column layout to create an interactive dashboard.
Step 6: Share Dashboard as Report
After creating a dashboard with all the required elements, you can share the same as a report with the users.
Benefits of using Zoho Analytics to manage your data
Amazing Visualizations: The tool helps you manage tons of data in whatever order you want. It is backed with awesome in-built features that allow you to create amazing visualizations that power up your decision-making process. It also offers you the option to switch between multiple visualizations so that you can access real-time information in a preferred format.
User-friendly interface: Zoho Analytics’ user-friendly interface allows even a non-technical person to create reports efficiently. The tool has features that help the users to create self-depicting & intuitive visualizations and dashboards.
Integration: The zoho data analytics integration will help you integrate data from multiple sources, be it on-premise or on-cloud so that no crucial business information is left out. This is the reason why organizations are now preferring data aggregation solutions and moving towards business intelligence.
In-depth insights: When it comes to analyzing data at a skyrocketing speed, you can always look upon Zoho Analytics. With the number of visualizations the tool offers, you can see the data from different perspectives and go for the one that displays the information in the best possible way. Additionally, the tool digs out real-time insights that help you make decisions that can bring better results.
Wrapping up
In today’s data-driven marketing landscape, Zoho Analytics is the business intelligence tool that can provide your business with the power that it needs to thrive. Every business, regardless of its niche and size, can use the tool to manage the data effectively. The tool will help you by providing in-depth business insights that can help your business to be the game-changer and drive a higher ROI.