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- Sign in to Zoho Analytics.
- Enter your email.
- Click on “Files”.
- Name your Workspace.
- Upload file in supported formats mentioned.
- Click "Next" to move forward
- Assign a table name to keep it organized and findable.
- Finalize your table setup and click "Create" when done.
- Click “Close” to proceed.
- Click on “Dashboard”.
- Scroll down to “Create New Report/Dashboard” and choose your chart type.
- Mark all the boxes.
- Name your report to keep it organized.
- Click “Ok” to proceed.
- Click on “Dashboard” to combine reports.
- Click “Create New Dashboards”.
- Customize elements to your liking.
- Continue customizing visuals to your liking.
- Save your dashboard to view insights.
- Open your completed dashboard to see your data come alive.
- Click “Share” and make your dashboard public
- Confirm public sharing with the right people
- Copy link to start sharing your dashboard to others.
How To Use Zoho Analytics
Try this interactive demo to learn how to use Zoho analytics.
📌 Why this matters
You'll transform raw data files into interactive visual reports that others can access and explore independently. Beyond creating pretty charts, this process establishes a self-service analytics system where stakeholders can view real-time insights without constantly requesting updates from you. The public sharing capability means your dashboard becomes a living document that automatically reflects data changes, eliminating the endless cycle of manual report generation and email distribution that typically consumes hours of your week.
Your product deserves an interactive demo
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