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Setting Up Zoho Analytics Workspace

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A workspace in Zoho Analytics is your dedicated environment for organising data and building reports. This guide covers what a workspace contains and the different ways to create one.

What a workspace contains

Each workspace is a logical container that holds:

  • Tables, where raw data is stored.
  • Reports, the charts and pivot views used to visualise data.
  • Dashboards, interactive layouts combining several reports.
  • Users and permissions, for controlling collaboration.

You can have multiple workspaces, for example one per department or project, and only Account Administrators and Organisation Administrators can create new ones.

Ways to create a workspace

Zoho Analytics supports several ways to create a workspace, depending on where your data lives: a blank workspace, importing from files or web feeds, importing from cloud storage, local databases, cloud databases, business applications, or starting from a template.

Create a blank workspace

  1. From the Home page, choose Blank Workspace.
  2. Enter a unique name for the workspace (required).
  3. Optionally add a description.
  4. Click Create.

You’ll be taken into the new workspace to start importing data and building reports.

Import from files or a feed

Supported file types include CSV, Excel (.xls, .xlsx), JSON, XML and HTML.

  1. Select Import from Files & Feeds.
  2. Upload your file.
  3. Zoho Analytics generates tables from the data automatically.

Import from cloud storage

Zoho Analytics integrates with cloud storage providers including Google Drive, Dropbox, Zoho WorkDrive, OneDrive and Box.

  1. Select Import from Cloud Storage.
  2. Authorise access to your account.
  3. Choose the file to import.

Import 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 and SQLite, with a secure connection behind your firewall and support for scheduled syncs so you don’t need manual refreshes.

Tips

  • Use a template if you’re new to Zoho Analytics.
  • Schedule imports for live databases and cloud services.
  • Use role-based access control to manage permissions.
  • Organise workspaces by function, such as Sales, Finance or Marketing.

Frequently asked questions

Who can create a workspace in Zoho Analytics?

Only Account Administrators and Organisation Administrators can create new workspaces.

Can I import data from a local database?

Yes, using the Zoho Analytics upload tool you can connect to on-premise databases such as MySQL, Oracle, PostgreSQL and SQL Server behind your firewall.

Need help?

Need help setting up a Zoho Analytics workspace? Contact support@thoughtlogik.com or see our BI and reporting services.

Setting Up Zoho Analytics Workspace - PreviousWhy Choose Zoho Analytics for Business IntelligenceNext - Setting Up Zoho Analytics WorkspaceUnderstanding Data Sources and Connections

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