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I regularly build and specialize in 2-way API integrations for Xero, Shopify and eBay.

Zoho Analytics: Set Up Widget Displaying Sales Person

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 deals against a deal owner and needed to repeat this for all the invoices against a sales person.

It adds to the effect on loading the page that a widget has clearly defined values based on the filters I select on a dashboard.

First you will need a table or query that has a bunch of columns and rows with one of the columns containing the sale person name. Something like the following:
Zoho Analytics Setup Widget - Query Header

With this kind of columns available to you:
  1. Click on Widget in the top right
  2. Under "Data Column", select any field in your table/query which is not the one to display
  3. Under "Group By", select the field that has the value you want to display.
  4. Under "Show Value As", select Max
Zoho Analytics Setup Widget - KPI Widget Editor - Data

Then click on the "Settings" tab and do the following:
  1. Under Primary Value - Label, enter the static text you want to display above the sales person (eg. "Sales Person")
  2. Alongside the Value field, enter ${Sales Person}.LABEL
  3. Under Label: Display 'Unknown' as, enter a dash/hyphen to indicate not known.
  4. Click on the button Apply
Zoho Analytics Setup Widget - KPI Widget Editor - Settings

This will produce a widget similar to the following (ignore my sales person filter):
Zoho Analytics Setup Widget - End Result

Credit where Credit is Due:


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Joel Lipman
www.joellipman.com

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