Skip to product menu
close
  • Recent Launches
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Recent Launches

New

Payroll software with automated tax payments and filing.

Try now
New

Robotic process automation software to automate high-volume, rule-based tasks.

Try for free
New

Low-code IoT platform and solutions for connected businesses.

Try now
New

Business formation service to launch and grow your businesses.

Try now
New

Privacy-friendly application analytics solution.

Try for free

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace

Zoho Analytics has been recognized in the 2024 Gartner® Magic Quadrant™ for ABI PlatformsRead more

Skip to main content

​Create new workspace

Zoho Analytics offers various options to create a workspace easily. The workspaces you create are listed at the top of the home screen. This section discusses the different ways to create a workspace in Zoho Analytics. Please note that only Server Administrators and Managers can create new workspaces. To know more about the user roles in Zoho Analytics, click here.  

  1. What is a workspace?
  2. How can I create a workspace?
  3. What are the options to create a workspace?
  4. How can I create a blank workspace?
  5. How can I create a workspace by importing data from Files & Feeds?
  6. How can I create a workspace by importing data from Cloud Storage?
  7. How can I create a workspace by importing data from Local Databases?
  8. How can I create a workspace by importing data from Cloud Databases?
  9. How can I create a workspace by importing data from Business Applications?
  10. How can I create a workspace from templates?
  11. Can I customize the workspace settings?

1. What is a workspace?

Previously called reporting databases, workspaces are where you create and manage all your views for reporting and analysis. This allows you to logically group your data sets (stored in entities called Tables) and create insightful reports and dashboards over your data. 

2. How can I create a workspace?

You can create a workspace from the Zoho Analytics homepage. To create a workspace, it is mandatory to give a unique name for your workspaces, whereas workspace descriptions are optional. You can either create a blank workspace or create one by importing data from the various sources.

3. What are the options to create a workspace?

Zoho Analytics provides the following options for creating workspaces:

  • Blank workspace

  • By importing data from 

    • Files & Feeds

    • Cloud Storage

    • Local Databases

    • Cloud Databases

    • Business Applications

  • From Templates

4. How can I create a blank workspace?

You can create a blank workspace in Zoho Analytics, and then proceed to add your data to it. Follow the below steps to create a blank workspace.

  • Log in to Zoho Analytics, click on the Import Your Data button found at the top right corner of the screen, and select the Blank Workspace option.

  • Provide a name and description for your workspace, and click Create

5. How can I create a workspace by importing data from Files & Feeds?

You can import data that is stored locally in tabular file formats like CSV, XLS (Excel), JSON, HTML, etc., into Zoho Analytics for advanced analysis. On importing data from Files or Feeds, a workspace will be automatically created with the imported data. To learn more about importing data from Files and Feeds, click here.

6. How can I create a workspace by importing data from Cloud Storage?

Zoho Analytics enables you to import data stored in cloud drives, such as Google Drive, OneDrive, Dropbox and Box, for advanced reporting and analysis. On importing data from these cloud drives, a workspace will be automatically created with the imported data. To learn more about importing data from cloud drives, click here.

7. How can I create a workspace by importing data from local databases?

Zoho enables you to import data stored in local databases, like MySQL, PostgreSQL, MongoDB, etc., for advanced reporting and analysis. On importing data from local databases, a workspace will be automatically created with the imported data. To learn more about importing data from local databases, click here.

8. How can I create a workspace by importing data from cloud databases?

You can import data stored in cloud databases, like Amazon Redshift, Google BigQuery, Snowflake, etc., into Zoho Analytics for advanced reporting and analysis. On importing data stored in cloud databases, a workspace will be automatically created with the imported data. To learn more about importing data from cloud databases, click here.

9. How can I create a workspace by importing data from other business applications?

Zoho Analytics offers integration with various third party applications. You can import data from a wide range of applications like ServiceDesk Plus, Password Manager Pro, ServiceNow, etc.

Zoho Analytics offers numerous out-of-the-box reports and dashboards on data from these applications, for easier and effective analysis. To learn more about the integrations offered, click here.

10. How can I create a workspace from Templates?

Zoho Analytics offers a useful set of business relevant templates which you can use to easily create your workspace. Follow the steps given below to create a workspace from template.

  • Log in to Zoho Analytics, click on the Import Your Data button found at the top right corner of the screen, and select the Templates option.

  • Enter the workspace name.

  • Select the required template from the options in the Choose Template section, and click Create.

On successful creation, you will be taken inside the workspace where you will see a list of tables and reports created by default for the template that you had chosen. 

The following are the templates provided by Zoho Analytics.

  • Google AdWords Campaign Performance Analysis template: Analyze the performance of your Google Adword Campaigns with detailed reports and dashboards.

  • Google AdWords Ad Groups Performance Analysis template: Analyze the performance of your Google AdWords Campaigns at the Ad Groups level.

Advanced analytics for Google AdWords

As a popular online advertising avenue for most businesses, it is important to analyze the investments made in Google AdWords and Google AdWords campaigns. In depth analysis of the investments and the returns achieved on any marketing campaign is vital to measure its success and ensure maximum returns for the money invested.

Zoho Analytics enables you to analyze your Google AdWords account's performance easily and gain powerful insights in no time, with the help of the templates listed above. 

The following section provides detailed instructions on using the Zoho Analytics templates for analyzing your Google AdWords Campaigns and Ad Groups.

Fetching data from Google AdWords

  • Log in to your Google AdWords account and select the Campaigns tab (or the Ad groups tab for analyzing the performance of Ad groups.)

  • Select the appropriate date range for which the data is to be analyzed, from the top-right corner of the screen.

  • Click Columns, and choose the columns to be imported. Some of the recommended columns for selection are Impressions, Clicks, CTR, Avg CPC, Avg CPM, Cost, Avg Position, Converted clicks, Cost / Converted click, Conversions and Cost. You can also select any additional columns if required.

  • Save the report and click the Download report icon. 

  • In the Download and Schedule report section that appears, provide a name for the report and select the format as CSV. 

  • Click the Add segment link, and select Day from the provided options.

  • You can also choose to schedule an email of the report by clicking the Email and Schedule report option. 

  • Click Create, and modify the CSV data in the generated report as follows:

    • Open the exported CSV file in any text editor.

    • Delete all extra rows above the column names, as well as the summary statistics rows at the bottom.

    • Save the file.

Importing AdWords data into Zoho Analytics

Follow the steps below to import your AdWords data into Zoho Analytics for advanced analysis and reporting.

  • Log in to Zoho Analytics and navigate to the workspace created from the predefined templates. 

  • Open the required table, and select the Import Data -> Import Data into this table option. 

  • Select the file type as CSV, and choose to import by adding records at the end. This allows you to continually append new AdWords data to the existing data set.

  • Click the Local Drive radio button, upload the downloaded Google AdWords CSV file, and click Next

  • Verify the date format and the default Column mapping displayed, and click Create.

Your AdWords data will be imported into Zoho Analytics. You can use any of the default reports provided to kick-start your advanced analysis, and also create customized reports and dashboards using your AdWords data. 

11. Can I customize the workspace settings?

Zoho Analytics allows you to specify a set of preferences for your workspace which will be applied across the views in the workspace. To learn more about these settings, refer the Workspace Settings page.

x
Thanks for your interest. We shall get back to you shortly.