Zoho Dashboards
Working with Excel & Zoho
How to import a spreadsheet (data table) from excel? Click on "Create", then "New Table/Import Data" and select "Files"; 2. Specify a table name, File Type and then Choose File and follow the prompts to import the data; 3. Your data will ...
Sharing & Publication
How do I share dashboards with non-Magnifi users? The dashboards within Magnifi will not appear for all users until the views are made public in Zoho. A Zoho user can do this as follows; In the "Explorer" view, select the relevant dashboards that ...
Pivot Table Reports
Apart from charts, there are 3 types of tabular reports that can be produced in Zoho; Pivot View; summarises data in horizontal and vertical summaries. Summary View; View data with grouping and data summaries. Tabular view; Present your data table in ...
Dashboards
How to create a Dashboard? Click on "Create" then "Dashboard" and simply drag the relevant reports (eg charts) from the left hand pane onto the dashboard. How to resize charts? When you hover over the chart borders you can resize as required. If you ...
Chart Creation
How to prepare a bar/line combo chart? Step 1; Click on "Create", then "Chart View"; Step 2; Select the data table that the chart will be derived from. Step 3; Drag the month on to the X-Axis and select "month" if you want to report the data by ...
Chart Modifications
Every new file created in Magnifi will be assigned a default workspace. This will include various charts that may need to be modified to suit the client. You can locate the charts under the "Reports" icon in Zoho, however we find that it's easier to ...
Data Tables
What is a table? A table is basically like a spreadsheet. It includes rows and columns and the raw data required to compile the reports (eg charts). The default workspace includes the following tables that are linked to Magnifi; Accounts; Lists the ...
Overview & Administration - Zoho
Getting Started Your subscription will include a number of "Zoho users" who have full access to Zoho. The Zoho help material is designed to help the Zoho users understand how to modify, create or pubish/share the dashboards. If you do not have access ...