Zoho Analytics and Management Course

INTRODUCTION

In today's fast-paced business environment, making informed decisions based on data is crucial for success. Zoho Analytics is a powerful business intelligence and data analytics tool that empowers organizations to unlock valuable insights from your data, enabling them to drive growth, optimize processes, and gain a competitive edge.

This course, you will learn the key features of Zoho Analytics, from data importation and transformation to visualization and reporting. You will learn how to create insightful dashboards, generate meaningful reports, and make data-driven decisions that can transform your business operations. The course will cover everything from the basics to advanced techniques, ensuring you have a well-rounded understanding of Zoho Analytics.

By the end of this course, you will be equipped with the knowledge and skills necessary to harness the full potential of Zoho Analytics, making you a proficient analyst capable of transforming raw data into actionable insights.

Who Should Attend: 

• Business Professionals: Business owners, managers, executives, and entrepreneurs
• Data Analysts
• Marketing Professionals
• Sales Teams
• IT Professionals: IT managers or administrators responsible for data integration, database management, and system integration within their organizations.
• Business Owners
• Consultants and Freelancers: Independent consultants, freelancers, and analysts who wish to offer data analytics services to clients or improve their consulting practice.

Course Objective:  

By the end of this course, you will be able to:

1. Understand the fundamentals of Zoho Analytics.
2. Create and manage data sources.
3. Design and customize dashboards and reports.
4. Perform advanced data analysis using Zoho Analytics.
5. Share insights with team members and stakeholders.

Duration

5 days

Course content 

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

Methodology

This instructor led training course is delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.

Accreditation

Upon successful completion of this training, participants will be issued with a certificate of participation.

 Training venue

The training is residential and will be held at the Livecode Technologies Training Centre in Westlands, Nairobi, Kenya. The course fee covers the course tuition, training materials, two break refreshments, lunch, and study visits.

All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.

 Accommodation

Accommodation is arranged upon request. For reservations contact the Training Officer.

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Mobile Number: +254 725 771 853

Training fee

The course fee is KES 70,000.00 or USD 1000.00 exclusive of VAT. The course fees covers the course tuition, training materials, two (2) break refreshments, lunch and study visits. Participants will cater for their travel and accommodation costs.

Payment

Payment should be transferred to Livecode Technologies account through bank on or before the course starting date.

Send proof of payment to This email address is being protected from spambots. You need JavaScript enabled to view it.

Tailor- Made

This scheduled course can also be tailored for your organization. To find out how our tailor-made training can help your organization, contact our team through This email address is being protected from spambots. You need JavaScript enabled to view it.

Please Note: The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.