Setting Up Zoho Analytics Workspace
Introduction
A Workspace in Zoho Analytics is your dedicated environment for data analysis and business intelligence. Whether you’re tracking performance metrics, visualising KPIs, or preparing dashboards, Workspaces help you organise and manage your data effectively.
This guide provides a comprehensive walkthrough on how to create a Workspace in Zoho Analytics – from starting with a blank canvas to importing data from cloud apps, databases, and templates. Follow the steps below to get started with your reporting setup.
Step-by-Step Instructions:
What is a Workspace in Zoho Analytics?
A Workspace is a logical container where you import, manage, and analyse your data. Each Workspace contains:
- Tables – where raw data is stored
- Reports – charts and pivot views for visualisation
- Dashboards – interactive layouts combining multiple reports
- Users & Permissions – for collaboration
You can have multiple Workspaces for different business functions (e.g. sales, finance, marketing), each operating independently.
Who Can Create a Workspace?
Only users with Account Administrator or Organisation Administrator roles can create Workspaces. These users have full privileges to:
- Create and manage data sources
- Build and share reports
- Control user access and permissions
How to Create a Workspace in Zoho Analytics
- Log into Zoho Analytics: Go to analytics.zoho.com and sign in with your credentials
- From the Home page, click Import Your Data.
- If you're part of multiple organisations, choose the correct Organisation Name from the prompt or dropdown.
- Click OK to proceed.
- You’ll now see the Import Your Data screen where you can choose how you'd like to bring in your data.
- Once data import is completed, Zoho Analytics will automatically create a new Workspace for you.
Options to Create a Workspace in Zoho Analytics
Zoho Analytics supports multiple ways to create a Workspace based on the data source:
- Create a Blank Workspace
- Import from Files or Web Feeds
- Import from Cloud Storage
- Import from Local Databases
- Import from Cloud Databases
- Import from Business Applications
- Create from Pre-built Templates
Let’s explore each method in detail.
1. Create a Blank Workspace
Perfect for building from scratch.
- From the Home page, choose Blank Workspace
- Enter a unique name for the Workspace (required)
- Optionally add a description
- Click Create
You’ll be redirected into the new Workspace where you can start importing data and building reports.
2. Create a Workspace by Importing Data from Files & Feed
2. Create a Workspace by Importing Data from Files & Feed
- CSV
- Excel (.xls, .xlsx)
- JSON
- XML
- HTML
Steps:
- Select Import from Files & Feeds
- Upload your file
- Zoho will generate tables and create the Workspace automatically
3. Create a Workspace by Importing from Cloud Storage
Zoho Analytics integrates with popular cloud storage providers like:
- Google Drive
- Dropbox
- Zoho WorkDrive
- OneDrive
- Box
- Box
Steps:
- Select Import from Cloud Storage
- Authorise access to your account
- Choose the file to import
4. Create a Workspace by Importing Data from Local Databases
Use the Zoho Analytics Upload Tool to pull data securely from on-premise databases such as:
- MySQL, Oracle, PostgreSQL
- SQL Server, MS Access
- DB2, Sybase, SQLite
Key Features:
- Secure connection behind firewalls
- Supports scheduled sync
- No need for manual data refreshes
Tips:
- Use Templates if you're new to data analytics
- Schedule Imports for live databases and cloud services
- Use Role-Based Access Control to manage permissions
- Organise Workspaces by Function (e.g. Sales, Finance, Marketing)
- Regularly clean and update your data for best reporting results
