Search - Joel Lipman .Com

1. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... Analytics to display different images based on a criteria or a value within a data table. As documented in an earlier article, put the URL of the image, then change it's format to show the image and not ...; Created on 25 July 2024
2. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; What? A quick article to document 2 features in deluge code: a custom related list in ZohoBooks, and a reminder on how to read a table from ZohoAnalytics. Why? My use-case here is that we have ...; Created on 09 July 2024
3. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; What? A quick article on how to setup an automation that checks if a datasource synchronization between Zoho People and Zoho Analytics failed. This can be adapted to any data source for Zoho Analytics. ...; Created on 02 July 2024
4. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; What? A quick article with the code to download image attachments from a Zoho Ticket and then to upload the attachment to Zoho Analytics. Why? First of all, we couldn't find how to sync attachments ...; Created on 05 December 2023
5. ZohoAnalytics: Pivot Campaigns vs Contacts: / Zoho /; What? A very quick article of a quick solution but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts. Why? Simply the client wanted a report on customers ...; Created on 20 March 2023
6. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; ... in Zoho Analytics as we can't control the out-of-the-box PNL report that comes with Zoho Books. We needed a dataset that took into account "Delivery" as a separate line item on the purchase order. I' ...; Created on 03 November 2022
7. Zoho Analytics: Set Up a Widget Displaying Sales Person: / Zoho /; What? A quick article to display a value in a column in a widget in Zoho Analytics. Why? Because I keep forgetting how to do it. How? I've done this for a query that amalgamated all the ...; Created on 24 October 2022
8. Zoho Analytics: Setup DataSource via FTP Connection: / Zoho /; What? So this is going to be an article with a bunch of pictures showing step-by-step of how I setup a recurring data source in Zoho Analytics via FTP. Why? The use-case here is that I have a ...; Created on 12 January 2022
9. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... where our client wants to query Zoho Recruit via the API but couldn't find a database table to determine who has been associated to what job. In Zoho Recruit reports (Analytics), you can include the "Associate" ...; Created on 08 February 2023
10. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Account: / Zoho /; ... to the same school and updates some number fields on the matched CRM account. Why? For reporting purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was ...; Created on 19 October 2022
11. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL): / Zoho /; ... will all be done by the sales team via Shopify. So I select the following: (see: Shopify API Access scopes for more info on each): read_analytics,write_customers,read_customers,write_inventory,read_inventory,write_order_edits,read_order_edits,write_orders,read_orders,write_product_listings,read_product_listings,write_products,read_products,write_reports,read_reports ...; Created on 14 February 2022