Workspaces
This video provides a clear overview of how data sources work in Zoho Analytics and how to decide whether to add them to a new workspace or an existing one. It explains how Zoho automatically creates a CRM-connected workspace for Zoho One users, how to import new data sources, and how to access and manage them through the Data Sources panel. You also learn when it makes sense to keep everything in one workspace so you can combine multiple data sources in reports and queries, and when to separate workspaces to control user permissions, such as keeping financial data visible only to the right team. If you want a solid understanding of how to structure your Zoho Analytics environment before adding new data, this video gives you a clear and practical foundation.
Types of Data
This video provides a clear overview of how data sources work in Zoho Analytics and how to decide whether to add them to a new workspace or an existing one. It explains how Zoho automatically creates a CRM-connected workspace for Zoho One users, how to import new data sources, and how to access and manage them through the Data Sources panel. You also learn when it makes sense to keep everything in one workspace so you can combine multiple data sources in reports and queries, and when to separate workspaces to control user permissions, such as keeping financial data visible only to the right team. If you want a solid understanding of how to structure your Zoho Analytics environment before adding new data, this video gives you a clear and practical foundation.
Adding Structured, Unstructured and Snapshot Data
This video walks you through the full process of adding three types of data to Zoho Analytics: structured data, unstructured data, and historical snapshot data. You will learn how to bring in structured data from apps like Zoho Projects so you can combine it with CRM records and analyze things like project profitability. You will also see how to import unstructured files from older systems, define data types, handle validation issues, and auto-generate starter reports. Finally, the video introduces snapshots, which let you capture month-by-month historical views of metrics such as open deal values so you can compare performance over time. If you want a clear, practical understanding of how to bring different kinds of data into Zoho Analytics and prepare it for deeper reporting, this video gives you a complete overview.
Working with Exisiting Data
This video explains how to safely update an existing data source in Zoho Analytics so your reporting stays accurate and up to date. You will learn how to open a data source, add or remove modules and fields, understand the risks of removing data that other reports depend on, and trigger a manual sync when you need fresh data immediately. The video also walks through how to read sync history to troubleshoot failures, how to review the audit log to track changes made by different users, and how to re-authenticate a connection if it ever expires. If you want to confidently manage and maintain your data pipelines inside Zoho Analytics, this video gives you a clear and practical overview.