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ZOHO is a web based BI tool which doesn't need any installation. User can access it through the URL given below 

URL - https://www.zoho.com/reports/

User has to register to ZOHO and after opening the above URL user has to login with registered credentials.

Once the user is logged into ZOHO the below screen will come –

 

 

This screen has options to import data from different data sources.

Also, we can see the databases created by the user and shared by user in this screen.

How to create a new Dashboard -

  1. Adding and manipulating data -

In the previous screen we can see the option to import data through various sources.

To import it through CSV files click on "Files & Feeds" –

 

 

User need to fill the below details

  1. Give the database name either new or old in which you want to import the data.
  2. Description is optional.
  3. Select the file format.
  4. Location from where the file has to be imported.
  5. Browse the file from particular location and click on “Next”.

 

 

We can see the data format on the screen, change the CSV settings and click on “Create”.

 

 

It will show the data imported report and status.

Click on “Close” and below screen will come.

Any manipulation in the excel file can be done here.

For example to replace some string in all the rows we need to follow the below steps.

Go to “More” -> “Find and Replace”

 

 

In the below window give the content to be replaced and new content for the selected column in Dropdown-

 

 

And click on “Replace All”.

 

 

So we can see the updated and replaced values for the column ProcessName.

  1. Creating charts –

Once the data has been imported we can visualize the data in the form of charts. Follow the below steps to create charts.

Click on “New Report” on the “Create New” tab -

 

 

Click on "Chart View" -

 

 

Select the columns from left side to be used in chart.

Select chart type from the top menu and click to “Click Here to Generate Graph” button.

 

 

User can change axis attributes and colors by the highlighted options in the below screenshot.

Check the chart on view mode by clicking on “View Mode” button.

And finally save it by clicking on “Save” button.

 

 

Adding Filters –

We can add different filters while creating charts. Follow the below steps to add user filters.

Click on “User Filters”.

Drag and drop the columns and edit values as the screenshot.

Charts will be updated automatically by the filters.

 

 

  1. How to create a dashboard –

 

 

Click on “New Dashboard”.

 

 

Drag and drop the charts to show in dashboard from the left menu.

It will automatically add user filters to the dashboard. You can add multiple charts in the dashboard.

 

 

Exporting Dashboard –

On the right side icons user has an option to export the dashboard as HTML or PDF. Select the required option among “Export as HTML” and “Export as PDF” and dashboard will be exported.

 

 

Publishing Dashboard and creating Slideshow –

On the right side icons user has option to publish the dashboard as –

  1. Embed in Website Blog
  2. URL/Permalink for the window (with or without authentication)
  3. Create Slideshow
  4. Manage Slideshow

 

 

Sharing Dashboard –

User can share the dashboard with other users, group of users also. To do this click on the option shown in the screenshot below and you will get multiple options related to sharing dashboard as below-

 

 

Click on “Share this View to New Users” and you will get below screen to specify the new user registered to ZOHO.

 

 

We can specify the users with whom we want to share the dashboard.

We can also edit the permission (read, write, modify).

We can share the filter criteria as well.

The user with whom it is shared can see the shared dashboard in the notifications as below–

 

 

And clicking on the dashboard from the notifications user can see the dashboard shared with them.

 

 

  1. Sharing Database –

Like the dashboard we can share the database also with other users so that other users can add, modify and delete the data from the shared database.

On the top right there is an option to Share as shown in screenshot -

 

 

Click on share with new users-

Specify the registered user of ZOHO.

 

 

Edit the permissions –

Edit the permission as per requirement to add, delete and modification etc.

 

 

Specify the filter criteria if any and then click on “Next”. It will share the database with the specified users.

The user can see the shared database on home page and notifications.

Shared Database on Homepage –

We can see the shared database under “Shared Databases” tab as below ­-

 

 

Shared database in notifications –

Like the shared dashboards we can see the shared databases also in the notifications as shown in the screenshots.

 

 

Select the shared table from the notifications.

Importing New Data into Shared Database-

To import the new data in the shared dashboard select corresponding database–

 

 

To append the data click on add and select the same structure file to be added to shared database.

To add new data Go to “Delete” -> “Delete all Rows”.

Then “Import Data” -> “Import Data Into this Table” as below screenshot.

 

 

Select the file to be imported with the same table structure.

 

 

Click on “Import from Files and Feeds” and select file again to import-

Using new data to create similar charts and dashboards –

User can add new data as well as new CSV and similar charts and dashboards can be created.

 

 

Now check the Dashboard shared for the table, it will be updated automatically.

 

 

Creating Similar charts and Dashboards as existing one –

Import a new file with the same data structure and different data.

 

 

Click on “Similar to Another Table” as shown in the screenshot above.

Select existing table from dropdown similar to which user wants to create chart from the window opened as below–

 

 

It will create chart and Dashboard automatically similar to existing table.

As in the below screenshot new chart and dashboard is highlighted in the left panel.

 

 

Chart –

The chart will be created automatically as per new data as shown in the screenshot-

 

 

Dashboard –

The Dashboard will be created automatically as per new data as shown in the screenshot-

 

 

Connecting and importing data through DB by ZOHO -

To upload data from local database user has to download ZOHO’s upload tool which is available in below three versions –

Windows Download

Linux Download

Mac Download

After downloading user has to unzip the file. The unzipped file will be having below directories –

 

 

User need to go into the conf directory to change the configuration settings.

 

 

Open “common_params.conf” with notepad and make below changes –

 

 

Give the registered email id to ZOHO and AUTHTOKEN generated by ZOHO and save it.

Now open “database_connection_params.conf” file with notepad.

 

Give details specific to DB to connect through it i.e.

DBTYPE

HOSTNAME

PORT

USERNAME

PASSWORD

DBNAME

And then save and close it.

Now open the file “database_sql_queries.xml” with notepad.

 

 

The “dbname” should be same as database name in ZOHO.

“tablename” should be the name by which user wants to create table in ZOHO database.

Write your queries and save it.

Now user has to run the file “UploadFromDB.bat” inside the bin directory.

So now in ZOHO reports Cockpit DB has no table and no data.

After running the script there will be tables created same as local database and data will be imported.

Running the script -

 

 

ZOHO reports Cockpit DB after script run is completed –

 

 

The data in Shiftlog table can be seen in the screenshot.

 

 

The tool change log data is also imported.

 

Reference Links for example of two dashboards –

 

Shift Log link - https://reports.zoho.com/ZDBDataSheetView.cc?OBJID=1477408000000013477&STANDALONE=true&privatelink=29aa6f7647e80831cf68b534bdf954dc&INTERVAL=-1&REMTOOLBAR=false&INCLUDETITLE=true&INCLUDEDESC=true

 

Tool Change Link - https://reports.zoho.com/ZDBDataSheetView.cc?OBJID=1477408000000017208&STANDALONE=true&privatelink=2b225b78cf8091ed7fa7c80121cef61b&INTERVAL=-1&REMTOOLBAR=false&INCLUDETITLE=true&INCLUDEDESC=true