How To Import an Excel Spreadsheet in Zoho Analytics
- Log into Zoho Analytics.
- Click on “Import Your Data” in the upper right corner.
- Click on the Microsoft Excel icon.
- Import your data.
- Select the sheets to be imported.
- Confirm import of your data, and add a Table Name.
- Click the “Create” button.
- Success! You are ready to start working with your data in Zoho Analytics.
- You are now ready to start working with your imported data in Zoho Analytics.
- Optional: If you select “Yes” on the Auto Generate Reports pop-up, it will generate a dashboard summarizing all your data.
- Hover over any part of the dashboard to get more details and dive more deeply into the data.
- To return to your data table, go to the sidebar > Data > Select your data table by name.
- This looks great, but let’s create some SQL queries (commands) to filter out our data and make it more valuable.
- We’re going to create 3 different SQL procedures that will filter the data by:
- Total sales per month
- Total sales per salesperson, separated by month
- Total sales by product, separated by month
- Go to the sidebar > Create > Query TableHow to Rename a Column in Zoho Analytics
- What you’ll often find after importing your data is that some of the column names may not make sense from an analytical point of view. Here, we’ve changed the “Month” column to the more appropriate name of “Date”.
- Go back to your table.
- Right-click on the column header.
- Select “Rename Column”.
How to Sort Data by Sales Per Month
- Enter in this SQL Query (or a similar query) into the code box.
- SELECT month(“Date”) AS Month, year(“Date”) AS Year, “Products” AS “Product Name”, SUM(“Sales in Dollars”) AS “Net Total Sales” FROM “DemoSalesData” GROUP BY Month, Year, “Product Name” ORDER BY Month, Year, “Product Name”
- Click “Execute Query”, and make sure you are in the Executed Result tab
- Preview your results and pick 2 or 3 data points to do a quick spot check for missing columns or other errors.
- Remember to save the table when you are done!
How to Sort Data by Sales Per Salesperson Per Month
- Here is a sample SQL query:
- SELECT month(“Date”) AS Month, year(“Date”) AS Year, “Salesperson”, “Products” AS ProductName, “Sales (Dollars)” FROM “DemoSalesData” GROUP BY Month, “Date”, “Salesperson”, “Products”, “Sales (Dollars)” ORDER BY “Salesperson”
- How to Sort Sales by Product, Separated by Month in Zoho Analytics
- Enter this SQL query (or a similar query)