Advanced Analytics for Odoo

Advanced Analytics for Odoo enables you to gain a complete view about your business operations. It helps you to keep tabs on the financial statements, understand customer preferences using demand forecasting, and identify risks and devise robust business strategies to boost revenue, thereby resulting in improved supply chain management.

This connector comes with more than 60+ essential reports and dashboards to help you with your analysis. You can also create your own custom reports and dashboards.

General

1. What is Zoho Analytics?
2. Why Odoo Analytics?
3. Who can subscribe to the Zoho Analytics - Odoo connector?

Pricing & Trial

1. How much does this connector cost?
2. Do you provide trial evaluation for this connector?
3. What do you mean by 'Users' in the (connector) pricing plan?
4. What do you mean by 'Rows'/'Records' and how is it calculated in the pricing plan?

Setup

1. Who can set up the Advanced Analytics Connector?
2. How do I setup the Odoo Advanced Analytics connector?
3. How long should I wait for my Odoo data to initially appear in Zoho Analytics?
4. What are the modules in Odoo that will be synchronized in Zoho Analytics Workspace?
5. I got this email which said 'Setup Process Failed'. What should I do?
6. I got this email which said 'Data Synchronization Failure'. What should I do?
7. How frequently can I synchronize my data with Zoho Analytics?
8. Can I edit the Odoo Advanced Analytics connector Synchronization setting?
9. Can I view the data synced history?
10. Can I synchronize my Odoo data instantly?
11. Can I setup the Odoo Advanced Analytics in any other existing Workspace or in any other Advanced Analytics Workspace?
12. Can I add/modify data in the Odoo data tables within Zoho Analytics?
13. Can I add new columns to the Odoo data tables within Zoho Analytics?
14. Can I add new data tables in this Odoo to create reports & dashboards?
15. Can I transfer my Zoho Analytics connector to another admin account?
16. How do I re-authenticate my Odoo account in Zoho Analytics?
17. Can I track the action by all users in the connector workspace?
18. How can I remove the Integration?

Reporting Features

1. In which modules of Odoo can I create reports?
2. How do I create my own reports with this connector?
3. Can I create reports using the columns from different modules?
4. What are the report types supported by Zoho Analytics?
5. What are the default reports & dashboards created by Zoho Analytics, on setting up this connector?
6. What is Ask Zia? How can I create reports using Zia?
7. What are Formulas in Zoho Analytics?
8. What are the default formulas that gets added by Zoho Analytics on setting up this connector?
9. Can I create my own custom formulas in Zoho Analytics? If yes, how do I create?
10. Can I combine/blend data from other sources with the data from Odoo to create reports and dashboards?
11. Can I join data from multiple tables to create reports?
12. What are Query Tables?

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Analytics with my colleagues?
2. What are the user roles available in Zoho Analytics?
3. Why can't other users edit the reports that I have shared with them?
4. Can I share the same report created, to multiple users with different criteria associated so that they see different data?
5. Can I export a report/dashboard?
6. How can I print the reports & dashboards created in Zoho Analytics?
7. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?
8. Can I embed/create permalink for reports & dashboards created in Zoho Analytics?

Solutions  

1. Does Zoho Analytics offer Embedded Analytics or rebranding?

Help & Support

1. How do I get technical support on Zoho Analytics?
2. Can I have someone from Zoho do a demo for me?

General

1. What is Zoho Analytics?

Zoho Analytics is a self-service BI and data analytics software that lets you analyze your data, create stunning data visualizations, and discover hidden insights in minutes.

Zoho Analytics offers the following important capabilities:

• Complete Online Business Intelligence and analytics service, accessible anytime, anywhere!
• Easy to adopt 'spreadsheet-like' interface with powerful drag & drop based reporting features for quick report creation.
• Visual analysis capability for in-depth analysis, and to slice & dice your data.
• Wide range of reporting capabilities like Dashboards, Charts, Pivot Views, Summary Views, Tabular reports, and KPI widgets.
• Data import from various sources such as data stored in local drive (CSV, Excel, JSON, HTML, XML, JSON, Statistical & MS Access files), web feeds and cloud storage. Also supports data import from local/hosted Databases and cloud databases. Supports periodic scheduling of importing data.
• Integrated with a suite of 15+ Zoho products such as Zoho CRM, Zoho Desk, Zoho Projects, Zoho People, Zoho Finance, Zoho Campaigns, Zoho Survey, etc.
• Integrated with 45+ popular business applications like Google Ads, Facebook Ads, Bing Ads, Salesforce, Mailchimp, Zendesk etc.,
• Integrated with Zapier and Zoho Flow to power up import from over 500+ apps.
• Integrates with custom applications using APIs.
• Blend/merge data from across different sources to create meaningful business reports and get end-to-end cross-functional analytics.
• SQL (Structured Query Language) driven querying for powerful data preparation and report creation.
• An advanced formula engine for deriving key business metrics from your data. 
• Ability to create reports with ease by simply Ask Zia in natural language. Zoho's Intelligent Assistant will comeup with attractive and relevant visualizations over your data.
• Derives insights instantly with Zia Insights in the form of digestible narrations. Instead of interpreting the visualization manually.
• Effectively predicts future data trends with its powerful forecasting algorithms. This analyzes past data deeply and comes up with the best forecast for the future.
• Data alerts to track vital changes in your key business metrics.
• Capacity to deliver consumable insights through familiar everyday business workflow by crafting stories with immersive presentations.
• Provides analytical portals for sharing insights. 
• Collaborative reporting and analytics with fine-grained permission control over your shared data and reports with your colleagues & friends. 
• Efficiently collaborate with your users by setting up real-time commenting on a shared view.
• Publish reports for wider consumption. Embed reports/dashboards within your websites, web applications, and blogs.
• Export, Email, and Print reports in a variety of formats.
• Highly secure as all users login only over HTTPS (SSL connection). All your data and reports are hosted in secure data centers. (Refer to Security and Privacy)
• Supports Logo Rebranding.
• Get the mobile apps (optimized for both IOS and Android platform) and access the reports and dashboards on the go.

2. Why Odoo Advanced Analytics Connector?

Odoo Advanced Analytics Connector enables you to import your Odoo data into Zoho Analytics for advanced reporting and analysis. This connector brings in all the capabilities of Zoho Analytics described above to Odoo users.

• A full-featured business intelligence (BI) and reporting tool that can slice & dice the Odoo data to create any reports/dashboards you require.
• Create your own reports and dashboards based on not only your Odoo data but also by blending data from other data sources.
• Share reports and dashboards with your colleagues.
• Set up Alerts to get notifications on key business metrics.
• Schedule and email your reports whenever you want.
• Export your reports as PDF, HTML, Excel, CSV, and image files.
• Embed your reports on websites, blogs, etc.

3. Who can subscribe to the Odoo - Zoho Analytics connector?

Users in any paid plan of Odoo along with a paid plan of Zoho Analytics, Zoho CRM Plus or Zoho One can subscribe to this connector. Users with the Administrator roles can configure this connector.

Pricing and Trial

1. How much does this connector cost?

Odoo Analytics is bundled free for all the paid users of Zoho Analytics. The Zoho Analytics paid plans start at $25 per month. Click to learn more about Zoho Analytics pricing.

2. Do you provide trial evaluation for this connector?

Yes, we do provide a 15-day free trial for this connector from the date of set up.

3. What do you mean by 'Users' in the (connector) pricing plan?

Any individual with whom you share your workspace, tables (data), reports and dashboards, created in Zoho Analytics for collaboration is considered a 'User' in Zoho Analytics. A user is identified by his/her unique email address, with which their Zoho Analytics account is registered. Suppose you subscribe to the Zoho Analytics Standard plan, you can privately share the data/reports in your account and collaborate with 4 other people. Now your Zoho Analytics account is said to have 5 users (including yourself).

4. What do you mean by 'Rows'/'Records' and how is it calculated in the pricing plan?

In Zoho Analytics, a row or record is defined in the same context as in a database (or spreadsheet). In simple terms, a table consists of rows (records) and columns (fields). Each row in a table represents a set of related data that has the same structure.
For example, In the Tickets table, each row would represent a single tickets' record such as created at, resolved at, due date, resolution time etc. The number of rows calculated for pricing is the sum of all rows/records stored across all your Workspace tables in your Zoho Analytics account.

Setup

1. Who can setup the Odoo Advanced Analytics Connector?

The Account Administrator and the Organization Administrators can set up the Advanced Analytics connector. Click here to learn about Managing Users.
The credentials of the Administrator who set up the connector, will be used for establishing any connections with source application by other administrators.

2. How do I setup the Odoo Advanced Analytics connector?

3. How long should I wait for my Odoo data to initially appear in Zoho Analytics?  

Initial data import will take a few minutes to a couple of hours, depending on the volume of data in your Odoo account. You will receive an email notification once the import is complete. If you access the Workspace before the initial fetch is completed, you may find some data missing.

4. What are the modules and fields in Odoo that will be synchronized in Zoho Analytics Workspace?

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5. I got this email which said 'Setup Process Failed'. What should I do?

The import process of your Odoo data can sometimes fail for a variety of reasons. Hence, you may receive such emails occasionally. 
You will receive the 'Integration Setup Failed' mail when there is a failure during the initial fetch. In this case, we request you to:

1. Open the Workspace in which you have set up the connector.
2. Click the Data Sources button in the Explorer tab.
3. In the Data Sources page that opens click the Retry Now link. If the issue persists please do write to support@zohoanalytics.com. We will look into it and get back to you immediately.

Note: The Account Administrator and the Organization Administrator can use the Retry Now link to resume the integration process.

6. I got this email which said 'Data Synchronization Failure'. What should I do?  

Data synchronization can fail due to the following reasons:

1. General Reasons
   • Initial Fetch Failure
   • Authentication Failure
   • Insufficient Permission
   • Pricing Plan Mismatch
2. Changes in the selected modules or fields
   • Selected Modules or Fields deleted in Odoo
   • Permission revoked for the selected modules or fields
   • Data Type Mismatch
   In the case of any changes in the selected modules or fields, the data sync will be paused. To resume the data synchronization, you can delete or restructure the views, or restore the specific modules and fields from the Odoo application.

In case of a sync failure, you will be notified via email and in-app notification, with the reason for sync failure along with its solution. You can also view the sync failure details in the Data Sources page. Click here to more about data sync failure and its solutions.

7. How frequently can I synchronize my data with Zoho Analytics?

• You can choose to synchronize data at one of the intervals mentioned below.
• 1 Hour (Enterprise plan Only)
• 3 Hours (Standard Plan and above)
• 6 Hours (Standard plan and above)
• 12 Hours (standard plan and above)
• Every day (Basic Plan)

8. Can I edit the Odoo Advanced Analytics connector's synchronization setting?

Yes, you can edit the Odoo connector synchronization setting. The Account Administrator and the Organization Administrators can edit this setup. To do this,

1. Open the corresponding Odoo Advanced Analytics Workspace in Zoho Analytics.
2. Click Data Sources on the left panel.
3. In the Data Sources page that opens, click Edit Setup.
   
   
4. The Edit  Setup - Odoo dialog will open. Modify the settings as needed.
5. Click Save. The synchronization setting will be modified and data will be synced in the next synchronization interval.
   
   

Note: The credentials of the Administrator who set up the connector will be used for establishing any connections with source application by other administrators.

9. Can I view the data sync history?

Yes, the Account Administrator and the Organization Administrator can view the data sync history. Follow the below steps to view the data sync history. 

1. Open the corresponding Odoo Analytics Workspace in Zoho Analytics.
2. Click Data Sources on the left panel. All the data sources of the workspace will be listed.
3. Click Odoo. The Data Sources page for Odoo will open.
4. In the Data Sources page that opens, click Sync History.
   
   
5. A calendar with the Sync History of the last 45 days will open. The date when the data sync has happened will be highlighted. Hover to view the number of times the data had got synced on a specific date.
   
   
6. Click the date to view more details. 
   • Time - Displays the time when the data is synced.
   • Status - Shows whether the sync was a success or a failure.In case of failure, the reason will be displayed. Refer to this page to learn how to resolve the issue and avoid further failure.

10. Can I synchronize my Odoo data instantly?

Yes, you can synchronize your Odoo data instantly when needed.

To synchronize your data instantly:

1. Open the corresponding Odoo Advanced Analytics Workspace in Zoho Analytics.
2. Click Data Sources on the left panel.
3. In the Data Sources page that opens, click the Sync Now link. Odoo data will get instantly synchronized.
   
   

Note: This option can be used up to five times between the schedules.

11. Can I set up the Odoo Advanced Analytics in any other existing Workspace or in any other Advanced Analytics Workspace?

Yes, you can setup Odoo Advanced Analytics in any of the existing Workspaces or in any of the Advanced Analytics Workspaces to analyze data together. This allows you to blend diverse data sets and analyze them together.
Refer to the Cross-Functional Analytics section for more details on this. 

12. Can I add/modify data in the Odoo Analytics data tables within Zoho Analytics?

No, you cannot add/modify data in the Odoo data tables. Data from Odoo application will automatically get synced into Zoho Analytics in the different tables. You cannot edit any of this data or add new data records from within Zoho Analytics.
However, you can add new tables and import data into there. You can then create reports combining data in those tables with the data from Odoo. 

13. Can I add new columns to the Odoo data tables within Zoho Analytics?

No, you cannot add new columns. But, you can add Formula and Aggregate Formulas  columns (i.e., calculated fields) to these tables to help you create powerful reports. Refer to Adding Formulas to know more about this.

14. Can I add new data tables in this Workspace to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table to add a new table in the existing Odoo Advanced Analytics Workspace.
With this feature, you can import data from other sources or add them manually into your Workspace to analyze and create reports combining this with your Odoo data. 

Refer:

• Import data from files
• Import data from Web feeds
• Import data from Cloud Storage
• Import data from local databases
• Import data from Cloud databases
• Import data from popular Business Applications
• Import data using Zoho Analytics API

15. Can I transfer my connector to another admin account?

Yes, the Odoo connector in your account can be transferred to another Administrator in the Organization.

• Account Transfer: An Account Administrator can transfer the connector by transferring the account to an Organization Administrator. Click here to know more about Managing Organizations.
• Leaving the Organization: An Organization Administrator can transfer the connector setup to another Administrator by unsubscribing from the Organization.
• Transfer connector: Write to support@zohoanalytics.com, if the organization administrator continues to be part of the organization but wishes to transfer the Odoo connector to another user(Organization Administrator).

16. Can I re-authenticate my Odoo account in Zoho Analytics?

Yes, only the Administrator who created the connector setup can re-authenticate. Follow the below steps to re-authenticate,

1. Open the corresponding Odoo Advanced Analytics Workspace in Zoho Analytics.
2. Click Data Sources on the left panel. 
3. In the Data Sources page that opens, click Re-Authenticate.
4. Click Re-authenticate Odoo. You will be prompted to provide the credentials.
   
   
5. Enter your credentials and re-authenticate your account. Your account will be successfully authenticated.

17. Can I track the action by all users in the connector workspace?

Yes, you can track all activities performed in Connector-configured workspaces by all users, using Audit History. The Account Administrator and the Organization Administrators can view the audit history.

Follow the below steps to do so.

1. Open the corresponding Odoo Advanced Analytics Workspace in Zoho Analytics.
2. Click Data Sources on the left panel.
3. The Data Sources page will open. Click Audit History.
4. A dialog with audit history for the last 180 days will open with the following information.​:
   • Date and Time of the action
   • Action done
   • User who performed the action

The following are the actions that are logged in Zoho Analytics.

• User Actions 
  • Create - Connector setup created
  • Edit Setup - Edit connector setup to do the following changes. 
    • Modules Added
    • Modules Removed
    • Fields Added
    • Fields Removed
    • Schedule Change and
    • Entities (Campaigns, Org, Handles) Modified
  • Delete - Remove integration
  • Take Ownership - Transferred connector to other admin. 
  • Re-authenticate - Re-authenticate business app 
  • Sync Now - Sync data instantly
  • Retry Now - Retry to import data after initial setup failure
  • Connector Activated (when you upgrade from Basic plan to Standard plan)
  • Connector Disabled (when you downgrade from Standard plan to Basic plan)
• System Event - Any action done by Zoho Analytics
  • The Connector is automatically deleted when you downgrade to free plan. 
  • The Connector is automatically restored when you upgrade from free plan to a higher plan. 
  • The Connector is automatically deactivated when you downgrade your plan. 
  • The Connector is automatically activated when you upgrade to a higher plan. 
  • The Connector is manually restored by the Zoho Analytics support.
  • Data synchronization schedule automatically changed to interval supported to your new pricing plan.

18. How can I remove the Integration?

The Account Administrator and the Organization Administrators can remove the connector integration from the Data Source page. To remove the integration,

1. Open the corresponding Odoo Advanced Analytics Workspace in Zoho Analytics.
2. Click Data Sources on the left panel. 
3. Hover the mouse over the Data Source name in the left corner. A Settings icon will appear. 
4. Click the Settings icon.
5. Select Remove Data Source.
   
   
    

The data synchronization from Odoo in this Workspace will be removed. However, you will still be able to access this Workspace with existing data.

Reporting Features

1. In which modules of Odoo can I create reports?

Zoho Analytics will synchronize the data specified in this question into the Odoo Analytics workspace. You can create reports using this data.

2. How do I create my own reports with this connector?

3. Can I create reports using the columns from different tables?

Yes, you can create reports using the columns from different tables. All the modules (tables) from Odoo will be linked by default. You can create reports by simply dragging and dropping the required columns into the reports designer.

4. What are the report types supported by Zoho Analytics?

Zoho Analytics supports a wide variety of reports.

• Charts
  • Pie
  • Bubble
  • Packed Bubble
  • Bubble Pie
  • Bar
  • Stacked Bar
  • Histogram
  • Butterfly
  • Line
  • Smooth Line
  • Scatter
  • Combination
  • Geo Map Chart
  • Area
  • Stacked Area
  • Web
  • Funnel
  • Doughnut
  • Word Cloud
  • Table View
• Pivot tables (Matrix Views)
• Summary view
• Tabular view
• KPI Widgets
  • Single Numeric Widget
  • Dial Chart Widget
  • Bullet Chart Widget
• Dashboards (multiple reports arranged in the same page)

5. What are the default reports & dashboards created by Zoho Analytics, on setting up this connector?

When you setup/configure the OdooConnector, set of default reports & dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your help data effectively.

6. What is Ask Zia? How can I create reports using Zia?

Zia is Zoho's Intelligent Assistant. Ask Zia understands your questions asked in plain English and gets you powerful insights as answers in the form of attractive and relevant visualizations. 

You can simply Ask Zia questions and it will interpret these questions, fetch data from the relevant tables, and generate the most appropriate reports immediately.

7. What are Formulas in Zoho Analytics?

Formulas, as the name indicates, are calculations that help you derive key business metrics that can be used for reporting and analysis. Zoho Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the required reports.
​
Refer to Adding Formulas in Zoho Analytics to know more.

8. What are the default formulas that gets added by Zoho Analytics when this connector is setup

The below table lists all the default formulas that will be created in the Journal Entry table.