Creating Custom Filters in Zoho Analytics
Example: How to enable custom opportunity stage filter in Zoho Analytics.
Step 1: Go to Opportunities master table in the Analytics Workspace.
Step: 2 Select "Aggregate Formula"
Step 3 : Enter Formula Name, Data Type and formula in the below format:
For multiple values:
countif(("Table Name"."Field Name") IN ('value1', 'value2', 'value3'))
For single values:
countif("Table Name"."Field Name"='value')
Field Name should be a picklist or multi-select from Zoho CRM. value1, value2, value3 are the picklist values.
Step 4: The custom filter will appear whenever you are creating a report. The default filters will not work because it tries to combine data with other Y-axis elements. Hence the need for a custom filter.
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