Zoho Analytics

Unlock Business Intelligence with Zoho Analytics

Course Brief

The Zoho Analytics Onboarding & Self-Deployment Course is designed to help you become fully proficient in using Zoho’s powerful business intelligence platform. Whether you’re a decision-maker, analyst, or department lead, this course guides you through every step of turning your business data into actionable insights.

You’ll start by learning how to import data from various sources including spreadsheets, databases, cloud apps, and Zoho’s own ecosystem. You’ll then explore how to clean, blend, and prepare that data using Zoho’s intuitive tools. From there, the course teaches you how to create charts, pivot tables, KPI widgets, and dashboards that offer real-time visibility into your business performance.

Advanced lessons cover report scheduling, user permissions, AI-powered insights with Zia, and integrating Zoho Analytics with Zoho CRM, Zoho Books, and other key apps. You’ll also see how to collaborate on reports, annotate dashboards, and securely share insights with your team or clients.

Whether you’re monitoring sales trends, tracking KPIs, or building investor-ready reports, this course will help you get the most out of Zoho Analytics and confidently deploy it across your organization.

Curriculum

Chapter 1: Introduction to Zoho Analytics

Lesson 1.1: What is Zoho Analytics and Who Should Use It

Lesson 1.2: Key Benefits of Using Zoho Analytics

Lesson 1.3: Understanding the Zoho Analytics Interface and Navigation

Lesson 1.4: Zoho Analytics Editions and Pricing

Chapter 2: Getting Started with Zoho Analytics

Lesson 2.1: Creating Your Zoho Analytics Account

Lesson 2.2: Navigating the Workspace and Dashboards

Lesson 2.3: Configuring Organization Profile, Time Zone, and Regional Settings

Lesson 2.4: Understanding Workspaces, Datasets, and Tables

Chapter 3: Importing and Preparing Data

Lesson 3.1: Connecting Data Sources (Files, Cloud Drives, Databases, APIs)

Lesson 3.2: Importing Data from Zoho Apps (CRM, Books, Desk, Projects, etc.)

Lesson 3.3: Importing Data from Third-Party Applications (Google Analytics, Shopify, Salesforce, etc.)

Lesson 3.4: Data Blending and Joining Tables

Lesson 3.5: Using Zoho DataPrep for Cleaning and Transformation

Chapter 4: Building Reports and Visualizations

Lesson 4.1: Creating Charts and Graphs

Lesson 4.2: Building Pivot Tables and Summary Views

Lesson 4.3: Using Filters, Drill-Downs, and Conditional Formatting

Lesson 4.4: Creating KPI Widgets and Scorecards

Lesson 4.5: Designing Interactive Dashboards

Chapter 5: Advanced Analytics Features

Lesson 5.1: Using Formulas and Custom Expressions

Lesson 5.2: SQL Query Tables for Advanced Data Manipulation

Lesson 5.3: Forecasting, Trend Analysis, and Statistical Functions

Lesson 5.4: Leveraging AI Insights with Zia in Zoho Analytics

Lesson 5.5: Building What-If and Scenario Analysis Models

Chapter 6: Collaboration and Sharing

Lesson 6.1: Sharing Reports and Dashboards with Users

Lesson 6.2: Embedding Dashboards into Websites or Applications

Lesson 6.3: Setting Up Email Scheduling and Automated Report Delivery

Lesson 6.4: Commenting and Collaboration within Reports

Chapter 7: Security and Governance

Lesson 7.1: Managing User Roles and Permissions

Lesson 7.2: Row-Level Security and Data Restrictions

Lesson 7.3: Backup, Restore, and Version Control

Lesson 7.4: GDPR, Compliance, and Data Privacy Settings

Chapter 8: Integrations and Extensions

Lesson 8.1: Integrating Zoho Analytics with Zoho CRM

Lesson 8.2: Integrating with Zoho Books, Zoho Desk, and Other Zoho Apps

Lesson 8.3: Third-Party Integrations (Google Analytics, Shopify, Salesforce, etc.)

Lesson 8.4: Using APIs and Webhooks for Custom Solutions

Lesson 8.5: Automating Data Workflows with Zoho Flow

Chapter 9: Reporting and Performance Optimization

Lesson 9.1: Monitoring Data Sync and Refresh Schedules

Lesson 9.2: Optimizing Report Performance for Large Datasets

Lesson 9.3: Managing Data Storage and Workspace Limits

Lesson 9.4: Audit Logs and Tracking User Activity

Chapter 10: Final Setup Checklist and Ongoing Support

Lesson 10.1: Pre-Deployment Checklist for Zoho Analytics

Lesson 10.2: Accessing Zoho Support and Resources

Lesson 10.3: Best Practices for Continuous Improvement in Analytics

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Legal Notice

The content of this onboarding course is provided for educational and instructional purposes only. All information is based on the current functionality of Zoho products at the time of development. Zoho frequently updates its solutions, and while we strive to keep course content accurate and up to date, Pinnacle Business & Marketing Consulting, LLC is not responsible for any discrepancies, changes, or feature updates made by Zoho Corporation Pvt. Ltd. after course publication.

“Zoho” and all related product names and logos are trademarks of Zoho Corporation Pvt. Ltd., used here under fair use for training purposes. This course has been independently developed by Pinnacle Business & Marketing Consulting, LLC, an authorized Zoho Partner since 2020, and is not directly affiliated with or endorsed by Zoho Corporation Pvt. Ltd.

By using this course, you acknowledge that all materials are protected by copyright and may not be copied, distributed, or reused without written permission from Pinnacle.

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