Import Data and Create a Report in Zoho Analytics
Here is our approach for importing data and creating a report in Zoho Analytics in a simple way.
Even a non-technical person can easily do it in just a few steps.
Approach
We can import data and create a report in Zoho Analytics using the steps given below.
1. Importing Data
1.1 Open the Zoho Analytics home page and click "Import Your Data"
1.2 Under “Import Your Data”, select “Files”
1.3 Enter the “Workspace Name”, click “Choose File”, select your Excel file, and then click “Next”
1.4 Select the sheet to import and click “Next”
1.5 Enter the “Table Name” and set “First Row Contains Column Names?”
1.6 Under “On Import Errors”, choose how errors should be handled, then click “Create”
1.7 Review the “Imported Data Summary”, then click “Close”
2. Creating a Report
2.1 Under “Reports”, click “Create New Reports”
2.2 Choose the report type. Here, select “Chart View” to create a graphical report
2.3 Drag and drop the columns to the “X-Axis” and “Y-Axis”. Then click “Click Here to Generate Graph”
2.4 Click “Save”, enter the report name, select the folder, and click “OK”
2.5 The report is generated and saved. Hover over any bar to view its details
Video: Import Data and Create a Report in Zoho Analytics
Here is the video explanation of the above steps.
