Course Outline

Module 1; Introduction

• Zoho as a business intelligence(BI)
• Key Features and Benefits
• Getting started with Zoho Analytics - Terminologies & Workflows

Module 2: Setting Up Zoho Analytics

• Creating a Zoho Analytics Account
•  Navigating the Zoho Analytics Interface
• User and Role Management
• Data Security and Permissions

Module 3: Importing Data

• Importing data from Files, Feeds, and Cloud Storage
• Connecting to External Data Sources
• Data Preparation and Cleaning
• Scheduling Data Updates

Module 4: Data Modeling

• Building powerful Formulas
• Formatting Tables & Custom Sorting
• Lookups & Data Blending

Module 5: Creating Reports and Dashboard

• Building Charts, Pivot Tables, Tabular Views, and Summary Tables
• Applying Filters and parameters 
• Customizing Reports
• Chart picker guide
• Ask Zia

Module 6: Creating Dashboards

• Creating an Interactive Dashboard
• Adding KPI Widgets
• Adding User Filters
• Customizing Dashboards
• Timeline Filter and Merging User Filters

Module 7: Sharing and Publishing

• Sharing Reports and Dashboards
• Publishing Embedded Views
• Generating a Permalink
• Creating a Slideshow
• Commenting, Exporting and Printing Reports

Module 8: Advanced Reporting Techniques

• Calculated Fields and Formulas
• Pivot Tables and Cross Tables
• Geographic Mapping
• Drill-Down and Drill-Through Reports

Module 9: Data Analysis and Insights

• Advanced Data Exploration
• Trend Analysis and Forecasting
• Cohort Analysis
• Statistical Analysis with Zoho Analytics

Module 10: Exporting and Emailing

• Exporting and Emailing a view
• Exporting and Emailing multiple views
• Exporting and Emailing a dashboard

Module 11: Automation and Integration

• Zoho Analytics APIs and Integrations
• Workflow Automation with Zoho Flow
• Scheduled Reports and Alerts
• Data Export and Backup Strategies