Custom Filters in Zoho Analytics

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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