Setup Basics

Setup Basics covers the essential steps for getting a new Zoho Analytics account ready to use, from creating your first workspace to bringing in data.

Before you start

Sign in to Zoho Analytics and decide which data you want to analyse first, whether that’s a spreadsheet, a database, or data from a business application you already use.

Basic setup steps

1. Create a workspace to hold your data, tables and reports.
2. Import or connect a data source into that workspace.
3. Review the imported tables and adjust column types if needed.
4. Build a simple report or dashboard to confirm the data looks correct.

Next steps

Once the basics are in place, see the related articles in this section for choosing Zoho Analytics, setting up a workspace in detail, and understanding data sources and connections.

Frequently asked questions

What do I need before I start with Zoho Analytics?

A Zoho Analytics account and access to the data you want to analyse, such as a spreadsheet, database or business application.

What’s the recommended first step?

Create a workspace and import a first data source, then build a simple report before adding more advanced views.

Need help?

Need help with initial Zoho Analytics setup? Contact support@thoughtlogik.com or see our BI and reporting services.