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Universal filter in Zoho Analytics

26.11.19 03:27 PM By Alexander

Global filtration in dashboard Zoho Analytics

How can I make sure that one filter on a dashboard Zoho Analytics influences the results of several independent reports at the same time?


This question often arises even for those who are familiar with the BI tool from Zoho. Very often it is necessary to look at a single section of the analytics on completely different data, for example, to compare a transaction report and a lead generation report. By default, the dashboard filter from Zoho Analytics filters only unambiguously linked data, if there is no such link to the data structure description, only one table (report) is filtered. That is, if there was no such functionality, you would have to set up a separate filter for each of the two reports, and if there are 10 or 100 reports... To make life easier for analysts, it is possible to combine such filters of different reports.


It's very easy to do, but for a beginner it's not obvious.


This video will help you master this simple manipulation.