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

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
 
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
 
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
 
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

Joining Tables

In a reporting system often you might require combining data from two or more tables to get the required information for analysis and reporting. To retrieve data from two or more tables, you have to combine the tables through the operation known as "Joining of tables". Joining is a method of establishing a relationship between tables using a common column.

In Zoho Analytics you can join tables to create reports using one of the following two methods.

Auto-Joining Tables

When you want to create reports using data spanning across multiple tables, Zoho Analytics provides you with a special feature called Auto-Join. This feature automatically joins tables when creating reports, if the tables are connected using a Lookup column. For this feature to work, you need to specify that two tables are related using the Lookup column. To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Let's look at this further with an example.

Here's an example to illustrate how to define lookup columns and how Auto-Join combines tables while creating reports, based on lookup relationship

"Store Sales Workspace" Model:

In the Store Sales Workspace model given above, the Sales and Sales Person tables have a common column called Sales Person ID. In the 'Sales' table, every sale is associated to the Sales Person Id, who did the sale. In the 'Sales Person' table, each salesperson is identified by a unique id specified in the column Sales Person ID. Similarly, Sales and Product Details tables have a common column called Product_ID. In the 'Sales' table, each sale is associated with a product identified by the column Product_ID. In the Product table each product is identified by a unique id specified in the column Product_ID.

Given these related columns, we can define lookup relationship between Sales and Sales Person table through the column Sales Person ID. Similarly, between Sales and Product Details tables a lookup relationship can be established based on the common column Product_ID. Once the lookup column relationship is defined Zoho Analytics will automatically join data from these tables using the Auto-join feature when you start creating reports based on these tables. Click here to know more about how Relational Data Modelling works in Zoho Analytics

Defining Lookup

You can define lookup form your existing table or while importing. You can also define a lookup from the report editor. The following section explains how to define lookup between tables. 

From Table 

This section explains how the lookup relationship is defined from tables.

Let's assumed that we have a Store Sales Workspace with the tables as described in the above section. Let's start defining lookup between Sales and Sales Person tables through the common column Product - Product ID.

  1. Open the Sales table and click the Edit Design button.
  2. Navigate to the Lookup section.
  3. In the Lookups section, select the required column from the Sales Person drop-down menu under the Column from current table section. Here, we choose the Product ID column.
  4. From the Cardinality drop-down menu, choose a Cardinality type. Here, we choose the Many-to-One cardinality type.
  5. In the Column to Lookup section, choose the required column name to lookup from the Choose Column drop-down menu. Here, we choose the Product column Sales Person table.

  6. You can add any number of lookups using the Add Lookup link. Once done, click Save & Close.

You can also create a lookup column by following the below steps:

  1. Open the Sales  table.
  2. Right-click the column header and select Change to Lookup Column. In our case, we right-click on the Sales Person ID column.
  3. In the Change to Lookup Column dialog that opens, select the Sales Person ID column to look up.
  4. You can add any number of lookups using the Add Lookup link. Once done, click Save & Close.

Now, a relationship between Sales and Sales Person tables is established through the lookup column Product - Product ID. Here we call the Sales table as the child table to Sales Persons table, since the Sales table is looking up a column from Sales Person table which is termed as the parent.

Similarly, you can define any number of lookup relationships among the related tables in a workspace.

From Import Wizard

Zoho Analytics auto identifies similar columns and provides suggestions for lookup while importing. The following presentation explains how this works.


From Reports Editor

Zoho Analytics allows you to join tables from the report editor when you need to include data from another table. This following presentation explains how to include another table's data for reporting.

Creating Report using Auto-Join

Once tables are related with each other using lookup columns, you can create the reports by selecting any of table with lookup relationship. Zoho Analytics will automatically join the data from these tables and generate the report, when you drag and drop columns from across tables.
Here's how the Sales by each Sales Person chart is created using Auto-Join feature:

  1. Open 'Sales' table and select 'New Chart View' option on the toolbar.
  2. Now, Auto-Join feature detects its lookup relationship with other tables and lists all the columns of Product and Sales tables in Column List panel in the Report Designer.
  3. Drag and drop Sale Person Name column from Sales table into X-axis shelf and Sales column from Sales table into Y-axis shelf.
  4. Select 'Click here to generate graph'.

The Auto-join feature will automatically join the data from both the Sales and Sales Person table using the Lookup column Product ID and provide the report.

Also, columns from the related tables can be used to filter the report. Continuing the above example, Product Name column from Product Details table can be used to filter the chart data and display Sales made by the Sales Person for the selected Products as shown below.

Customizing the Join type

By default Zoho Analytics will join tables using Left Join. Possible join types are:

  • Left Join - Report will be computed with all the rows from the child table (left) and only the matching rows from the parent table (right). Matching is done based on lookup columns defined between child & parent tables. This will be the default join type. In this case the Sales table is the child and Sales Person table is the parent.
  • Right Join - Report will be computed with all the rows from the parent table (right) and only the matching rows from the child table (left). Matching is done based on lookup columns defined between parent & child tables. Here the child will be Sales Person table and parent will be Sales table.

You can choose to change the join type. To do so,

  1. Click View Relationships icon in the chart designer and select In a List View.
  2. In the Table relationship used in this report dialog that opens select the type of join and click Apply.

Customizing Lookup Columns and Path used in Auto-Joins

You can link multiple tables using various Lookup columns in your Workspace. When creating a report, Zoho Analytics will use the appropriate Lookup columns (Lookup path) created between them and generate the report using the auto join capability. 

However, in some cases this might not suit your specific need. To address this, Zoho Analytics allows you to choose the Lookup path between tables to be used for report creation using the Configure Lookup Path option. 

Let's take an example of a Bug tracking Workspace model. Here the Bugs and the Users table are directly joined using two lookup columns i.e., Assignee ID and Reporter ID.  The Bugs table also has a lookup to the Projects table using the Projects ID. The Projects and the Users table are joined using the lookup between Owner ID and User ID. This creates an indirect connection between the Bugs and the Users table through the Projects table. 

Customizing Lookup Column for Join

In the above-given model, let's see an example of creating the report Bugs Identified by User. By default, when you plot a report for Bugs identified by each user, Zoho Analytics could use the Assignee ID lookup to Users table which is not correct as it will provide Bugs assigned to each user. 

In this case, you can change this by selecting the Reporter ID as the Lookup Column to be used. The following illustration shows how to change the Lookup Column to join.

Now the Bugs identified by Users report, shown below, is generated. 

Selecting Multiple Lookup Columns for Join

You can also select multiple lookup columns between each pair of tables in a path. This allows you to create report over data that meet multiple conditions.  Let's say you want to create reports on bugs where both the assignee and the reporter are same users. You can do this by selecting both the Assignee ID and the Reporter ID as lookup columns. The following illustration shows how to select both lookup column for joining.

Customizing Lookup Path for Join

Zoho Analytics also allows you to change the lookup path that joins the tables. 

Let's say, you need a report on Bugs raised on Projects categorized by owners. Since the Bugs and the Users are directly joined tables, Zoho Analytics will generate the report as Bugs assigned for Users categorized by Projects.  It will ignore the Projects table in-between to generate the reports. 

To achieve your requirement, you can join the Bugs and the Users tables through the Projects table.  The following illustration shows how to change the Lookup Path to join tables.

Now, the Bugs table is linked to the Users table through the Projects table and retrieves the data for Bugs raised across projects categorized by the project owners (User). 

​​

Note: You could only configure a single path to connect two tables.  You cannot configure different paths for two columns from the same table in the report.  However, you can configure different paths for columns from the different tables.

Joining with Query Tables

Query Table is a feature that enables you to prepare data for easy reporting and analysis. You can combine data from one or more tables in a Workspace and create specific data views using the standard SQL SELECT queries. These data views are similar to tables and you can perform operations such as report creation, sharing, and even create another Query Table over an existing Query Table.

You can create Query Tables for filtering datasets, batching datasets together (union), transforming data, applying SQL query functions, joining data and more.

For example, a query to combine the Employee and Department tables can be created as shown below.
.

The example query above joins the Employee & Department tables, getting the department name mapped to each employee. Over the query table that you have created by joining the necessary tables, Zoho Analytics allows you to create any type of reports for analysis and visualization.Click to learn more.

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